Perficient

AUGUST 4, 2024

This blog post delves into the myriad benefits of Azure Integration Services and highlights high-impact examples that demonstrate its transformative potential for financial services organizations. API Management benefits your products & customers as much as it benefits your development teams.

Industry 467

Industry Compliance Examples Risk Management 467

Abrigo

FEBRUARY 14, 2024

Find commercial real estate risks in the loan portfolio Sound risk management practices in commercial real estate lending help lenders manage CRE credit losses and protect the portfolio's profitability. LISTEN Takeaway 1 Effective CRE risk management involves adapting to changing market fundamentals to avoid excessive loan losses.

Risk Management 195

Risk Management Management Lending Capital 195

South State Correspondent

JUNE 25, 2024

In a previous article [ here ] we discussed why community banks need product managers to ensure that financial products and services are effectively developed, launched, and managed to meet customers’ evolving needs and the bank’s risk and profitability goals. This makes the product easier and faster to implement.

Lending 195

Lending Management Community Bank Community 195

South State Correspondent

JUNE 20, 2024

Banks don’t have enough product managers. A manager may oversee the operation of a product, but few banks have product managers who drive product development and performance. This article further explores what it means to be a bank product manager. What is Bank Product Management?

Management 195

Management Training Strategy Compliance 195

Abrigo

DECEMBER 18, 2023

Stress testing, monitoring are essential Financial institutions should challenge assumptions about CRE risk while also watching for red flags as they manage the CRE portfolio. Bankers should examine warning signs and shore up defenses for existing income-producing CRE loans as part of commercial property loan risk management.

Risk Management 221

Risk Management Management Lending Capital 221

South State Correspondent

SEPTEMBER 12, 2024

In this article, we look at a counterintuitive strategy when managing CDs to increase deposit performance. Simplify When Managing CDs A couple weeks ago, we discussed how best to leverage odd-month CDs and how best to use “specials” effectively ( HERE ).

Management 195

Management Community Examples Marketing 195

Perficient

NOVEMBER 30, 2022

Our Payments Practice recently had the opportunity to represent Perficient at the 2022 Real-time Payments & Fraud Management Summit held in New York City. . As an example, real-time payments in practical terms will accelerate how fast merchants get paid and will eliminate the waiting period for funds to settle.

Fraud 275

Fraud Management Payments New York City 275

South State Correspondent

JANUARY 10, 2024

Banks often don’t know who their most profitable customers are, and if they do, they ignore the basics of targeting those customers and prospects with marketing, sales, and product management. For example, many banks don’t risk-adjust their loans using a risk-adjusted return on capital model such as Loan Command.

Management 195

Management Examples Marketing Millennials 195

Abrigo

SEPTEMBER 30, 2024

DOWNLOAD Takeaway 1 Shared AML case management helps streamline processes, reduce duplication, and improve communication between fraud and AML/CFT teams. Takeaway 3 Modernizing AML/CFT programs with shared case management aligns with FinCEN's emphasis on innovation and streamlining processes.

Management 195

Management Fraud Software Compliance 195

South State Correspondent

SEPTEMBER 20, 2023

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. Cash flow stability is also a factor in cash management profitability.

Management 195

Management Survey Industry Community Bank 195

Perficient

MARCH 1, 2021

As containers and Kubernetes adoption continue to grow, security, monitoring, data management, and networking are becoming top concerns for enterprises. Vulnerability management. Configuration management. Our Red Hat practice excels in OpenShift, containers, and other container management platforms, including Kubernetes.

Security 433

Security Leadership Community Google 433

Perficient

JUNE 30, 2020

When we help customers assess their CX technology, we typically review the following areas: Experience Platforms – These systems typically drive your owned web and mobile experiences and include content management, search, digital asset management, and others.

Customer Experience 348

Customer Experience System Analytics Management 348

South State Correspondent

MARCH 13, 2023

The abrupt collapse of Silicon Valley Bank (SVB) is a stunning example of bank leadership not understanding interest rate risk, running into trouble with an inverted yield curve, and ignoring the impact of a severe monetary correction on long-duration assets. That combination made their liabilities very sensitive to safety.

Risk Management 221

Risk Management Management Community Bank Community 221

Abrigo

OCTOBER 9, 2024

In this blog, we explore how banks and credit unions have adapted their approach to Q factors under CECL and share insights from an Abrigo advisory webinar on managing this critical part of the ACL process. For example, "If you're an institution that operates on the coast, you probably have real seasonal risk from weather.

Risk Management 195

Risk Management Management Compliance Data 195

South State Correspondent

AUGUST 28, 2024

Something might be getting lost in the tribal knowledge of managing time deposits. Certificate of deposit (CD) “specials” and the odd-month CD offering are good examples. In this article, we highlight how to better manage time deposits to prevent banks from destroying value.

Management 195

Management How To Training Comparison 195

Abrigo

AUGUST 19, 2024

Takeaway 3 BSA compliance officers should present clear requests to their boards, outlining their needs and providing examples of the penalties that they face if they do not meet the FFIEC standard. Rubin highlighted that the day-to-day management of the BSA department is a responsibility that falls squarely on the compliance officer.

Resources 195

Resources Compliance Management Training 195

Perficient

AUGUST 3, 2023

Risk Management , Anti-Money Laundering, & Fraud Protection Financial institutions invest heavily in security and risk management, but prevention and recovery progress are delayed by manual reporting and disparate systems.

Industry 83

Industry Risk Management Customer Experience Fraud 83

Perficient

JANUARY 6, 2021

In this post, we’ll discuss some of Asset Maintenance Management philosophies and how they can positively impact your everyday life. Examples of these types of events would be a broken bone or a sudden loss of consciousness. Examples of these can be going to religious services for spiritual maintenance.

How To 520

How To Strategy Examples Tools 520

Perficient

NOVEMBER 24, 2020

You need to understand how managing the change that comes with a quality inventory control system is key to accomplishing the desired results in a shorter timeframe. The Impact of Change Management on Inventory Control. Change Management is designed to help you reduce the dip. Transportation logistics and Yard Management.

System 332

System Management Examples Operations 332

Perficient

JUNE 22, 2020

And another example of Oracle’s commitment to customer success! Managing User Accounts. Understanding Oracle’s Change Management Process. A huge time-saver for sure. The guide can be found here. Some of the topics in the guide include: Identifying Performance Bottlenecks. Service Monitoring. Client Compatibility.

Data 354

Data Management Operations Examples 354

Abrigo

SEPTEMBER 24, 2024

DOWNLOAD Takeaway 1 A human-in-the-loop approach plays a vital role in ensuring that AI systems effectively support alert and case management for AML/CFT suspicious activity monitoring. Does the case management feature allow for humans to intervene in high-risk cases or flagged alerts?

Software 195

Software Management Compliance Resources 195

Perficient

DECEMBER 21, 2020

The 6 Keys to Success as an Adult are: Effectively Manage your Time. Effectively Manage your Money. ” Effectively Manage your Time. This is why you need to effectively manage your time. Effectively Manage your Money. The ideal management of money is at the heart of capitalism. You are disappointed.

Management 558

Management Exercises Meeting Guidelines 558

Perficient

OCTOBER 29, 2024

This year’s event was no exception, showcasing the importance of personalization to the customer, tech-driven relationship management, and AI-driven underwriting processes. For example, New York Life highlighted how personalization is driving generational loyalty.

Industry 473

Industry Customer Experience Strategy New York 473

Perficient

AUGUST 25, 2020

Watch the recording to hear Scott and Arvind discuss: Customer Data Management Challenges. Two Real-World Examples. Fortunately, with the right strategies and tools, financial services companies can work hard to meet them. What Banks and Insurers Are Experiencing?. What Customer Intelligence Is. How To Achieve Success.

Meeting 348

Meeting Data Tools Strategy 348

Perficient

MAY 31, 2020

In this post, I share some lessons and practices to help make them more modular to improve reuse and manageability. For example, a String parameter may be a comma-separated-value (CSV) which will be handled by an expression. There will be more samples in the Real-World Examples section that follows. Real-World Examples.

Data 412

Data Examples Operations Management 412

Perficient

FEBRUARY 1, 2021

You can use Oracle Cloud OM Business rules to transform Orders, Transform Products, assign Orchestration Processes, route orders to different fulfillment systems and serve as a tool to manage orders. If you’re familiar with Oracle Order Management in EBS, Pre-transformation rules are the equivalent to defaulting rules.

Examples 322

Examples System Management Meeting 322

Perficient

FEBRUARY 15, 2021

Using Amazon Prime as an example, the authors determined that the popular service excels at no fewer than eight value elements across three of the pyramid’s tiers. The study also revealed that brands are better off “managing promises,” instead of overspending to achieve a precise performance result. In the Tolerance Zone.

Meeting 428

Meeting Study Branding Innovation 428

Perficient

APRIL 2, 2021

One example is the use of chatbots to automate routine customer interactions, such as account opening activities and general customer inquiries. These technologies are also used to better target marketing in retail and customize trade recommendations in wealth management. Risk Management. Personalization of Customer Services.

Regulation 309

Regulation Industry Risk Management Analysis 309

Perficient

MARCH 30, 2023

For example, as a start, companies should leverage the cloud for initiatives surrounding verification methods, access security, and anti-phishing training. Compliance Financial services institutions must be hypervigilant regarding where customer data is located, who has data access, and how data is managed in a cloud environment.

Security 492

Security Training Data Regional 492

Perficient

JANUARY 13, 2021

Formally known as “pre-approved batches”, Oracle Project Management Cloud now has a new feature in Release 20B that enables workflow approval for project expenditure batches. The most common type of modification includes a supervisory hierarchy in which the approval goes to the line manager of the employee submitting the batch for approval.

Capital 332

Capital Examples Management 332

Perficient

AUGUST 14, 2020

Managing Dynamic Events. Health systems must respond in real time in order to manage the current needs of the patient. Evolving Regulations – Each state has their own guidelines for managing this health crisis. Our environment is constantly changing.

System 519

System Analytics Strategy Guidelines 519

Perficient

AUGUST 20, 2020

For example, match up your priority market areas against the competitive market picture to see if there are top priority areas for you that also happen to be weak points for your competitors. These may have many components, such as: Organizational Bias: Key members of your management team may have a bias against SEO.

Google 452

Google Examples Trends Tools 452

South State Correspondent

AUGUST 31, 2022

For example, not only are payee and payor matched up correctly, but the name string is consistently in the format: Title, First Name, Middle Name/Initial, Last Name, and suffix. Google’s Document AI , for example, can pull data from Google Maps. The advantage of using AI for document management in banking is threefold.

Data 448

Data Training Examples Taxes 448

Perficient

JANUARY 29, 2021

Designing a purposeful and responsible user interface (UI) starts with the person on the other end of the experience, and that person may have a disability that is something they’ve lived with for years or are managing in the short term. Manager of User Insights & Research at Perficient. Whom Are We Really Considering?

Video 493

Video UX Examples Mobile 493

Perficient

JANUARY 9, 2021

In today’s blog, we’ll cover some of the biggest updates around meetings, calling, management, and even security and compliance released in late December/early January! . For example, say you regularly work within a specific team and channel. Updates to SharePoint Migration Manager. Management. Breakout Rooms.

Video 532

Video Meeting Community Management 532

Perficient

OCTOBER 26, 2020

Consider the very well-known example of NerdWallet , which is an amazingly successful site. And to give a different example, here is an affiliate website in another market. Talking to customers, product managers, product marketing managers, service people, salespeople, seeing what ranks high in Google on queries, and more.

Google 508

Google Video Course Branding 508

Perficient

FEBRUARY 24, 2021

For example, IBM Cloud Paks provide the containerized IBM middleware and open-source software components to modernize, move, and build cloud-native business applications in hybrid and multi-cloud deployments. Transform traditional IBM middleware into agile, cloud-native, container-based services. About Red Hat OpenShift Container Platform.

System 436

System Software Resources Management 436