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

Perficient

NOVEMBER 15, 2020

labor force working remotely, managing devices has become more important than ever. Luckily, Microsoft has made great advancements in device management capabilities, many of which we’ll discuss today. In this blog, we’ll go over four main areas of Endpoint Management: Creating an app deployment.

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Management Security Policies Data 348

South State Correspondent

MARCH 24, 2025

There have been few times in modern memory when small businesses and middle market companies faced so much uncertainty in the market. Step 1: Get a Leader The first move is to appoint a banker to lead the effort of managing news flow, insight, and execution. businesses find themselves navigating complex economic waters.

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Risk Management Resources Management Marketing 195

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. The biggest barrier to cash flow management is putting together the data in a consumable way for executive teams," he said.

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Perficient

JULY 1, 2020

The need for a seamless customer experience, speed to market, product and pricing transparency, and value of informational content in the B2B space has grown exponentially, meaning manufacturers have been creating more content and product information for their respective digital networks including one of their key channels– their distributors.

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Abrigo

JANUARY 24, 2025

They also share tips for managing risk and pricing. As a result, financial institutions with CRE concentrations find it increasingly important to strategically manage the competitive pressures and risks related to origination, refinancing, and loan performance. We can help you set up stress testing that's right for your loan portfolio.

Lending 221

Lending Trends Risk Management Management 221

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

Perficient

SEPTEMBER 28, 2020

Integrated marketing campaigns can be challenging to execute, however, when they are done well, these synergies can lead to marketing success. Here’s Why digital marketing video series,?Brian Brian Weiss explains why and how integrated marketing campaigns can be superior to single-channel efforts. ? ? ?. Transcript.

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Marketing Video Examples Branding 309

Perficient

AUGUST 13, 2020

However, we’ve seen that having an order management system (OMS) has given some businesses a leg up in avoiding supply chain disruption and continuing to run smoothly during this crisis. COVID-19 has taken businesses by surprise and impacted every single industry. Surviving the COVID Crisis and Overcoming Supply Chain Disruptions.

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Management System Customer Experience Technology 309

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.

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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

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PYMNTS

JANUARY 12, 2021

12) in unveiling the company’s new Loyalty Management product. Loyalty Management allows companies across industries to evolve their loyalty programs from transactional to human-centric by delivering personalized, relationship-building moments to each customer,” Schmaier said. Online Holiday Sales Topped $1 Trillion . On Tuesday (Jan.

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South State Correspondent

OCTOBER 30, 2024

A survey from the CFA Institute caught our attention on why wealth management clients leave. But, do you know what the second highest reason for leaving your wealth manager was? One phycological element that drives this is that the customer expects a marketing message. That makes sense. Communication.

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How To Data Management Study 195

South State Correspondent

JANUARY 16, 2025

These banks generate enough earnings, in a variety of markets, to not only provide an attractive return to their shareholders but create enough capital in which to fund PROFITABLE growth. Managing quality growth usually starts with making sure the bank is employing strong, but safe, operating leverage.

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Capital Management Groups Operations 195

PYMNTS

JANUARY 21, 2021

In an interview with PYMNTS, Avi Cohen , co-founder and CEO of FinTech company The Floor , said boosting digital offerings and bringing new ones to market demands quick decision making as banks seek to improve user experience and user engagement. Launching Into New Markets. Cohen asked.

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Management User Experience Innovation Fintech 303

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. Takeaway 2 Advisors recommend that financial institutions look behind some of the headlines and examine their own markets before ruling out CRE altogether.

Risk Management 221

Risk Management Management Lending Capital 221

Abrigo

FEBRUARY 21, 2025

Here are five ways financial institutions can make the most of their CECL data to help with competitive positioning, more effective pricing, asset/liability management (ALM), and other decision-making: Peer analysis and comparison We often categorize data into two types: raw/input data and the output, or enriched data.

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Perficient

FEBRUARY 27, 2025

By adopting these strategies, banks can better manage the dynamic risk and regulatory environment , ensuring compliance while maintaining competitiveness and customer trust. For example, ride-sharing apps like Uber and Lyft offer in-app payment options, and e-commerce platforms provide financing options at checkout.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Perficient

AUGUST 20, 2020

Adapting to New Market Conditions. At Perficient, we have developed a proprietary tool that allows you to take the raw data from SEMrush and get a quick market view similar to this one: Once you have a view as to where the SEO strengths of your competitors lie, you can then begin to work on your strategy. Developing an SEO Strategy.

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Google Examples Trends Tools 452

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 ). Their deposit performance is in the top 10% of all banks.

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Management Community Examples Marketing 195

Perficient

OCTOBER 26, 2020

Here’s Why digital marketing video series, Eric Enge goes through different Google algorithm updates since March of 2018 and explains why Google made these updates. ? ? ? ? ?. Consider the very well-known example of NerdWallet , which is an amazingly successful site. Has their focus shifted? In this episode of the?award-winning?Here’s

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Google Video Course Branding 508

South State Correspondent

FEBRUARY 22, 2023

With loans, it’s hard to discern expert-level skills unless you know the market and the credit. Non-Expert Deposit Pricing Management – How To Destroy Bank Franchise Value The best way to quickly destroy value is to peg a deposit product to an index such as SOFR, Prime, Fed Funds, or Treasuries. Deposits, however, are pure.

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Management Marketing Branding Strategy 195

Perficient

AUGUST 3, 2023

Institutions can use their data to tailor LLMs and maintain an acute pulse on their numbers, giving them an invaluable awareness of where they stand in the market against competitors. For example, using generative AI image analysis, one can determine if an image has been altered, which helps control insurance fraud and identity theft.

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Industry Risk Management Customer Experience Fraud 83

South State Correspondent

JANUARY 26, 2025

There are three main considerations that bankers need to analyze to determine if the risk/reward profile of fixed rate loans is adequate in todays market. As an example, the 5-year yield is currently 13bps lower than the 1-month yield. Therefore, in todays market banks maximize yield and minimize risk by keeping loan duration short.

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Community Bank Community Lending Marketing 195

Perficient

SEPTEMBER 30, 2020

Here’s a look at the makeup of the respondents in our survey: In addition, Eric Enge, Principal of the Digital Marketing Solutions business unit at Perficient, and Jim Hertzfeld, Chief Digital Strategist for Perficient, discussed this survey and the meaning of these results in a webinar on September 16, 2020.

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Video Survey Strategy Marketing 508

Perficient

MARCH 15, 2021

As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.”. So what’s a modern, data-driven marketer to do? This is a tough one. HIPAA is serious.

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Data Marketing Community System 493

PYMNTS

OCTOBER 21, 2020

Those latter two firms have been in the in-store POS market for quite some time (Square, for example, since 2009). We think it’s a great differentiator for businesses because getting money into their account quickly is so important as they manage their cash flow.”.

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Marketing Maine Cards Payments 306

South State Correspondent

MARCH 4, 2025

For example, the problem of improving earnings becomes: Rank the most effective way for the bank to increase profit by 20% within the next 2 years while increasing risk by only 10% and holding capital constant. products (treasury management, commercial loans, etc.), The data is analyzed on the test market, and a path is decided on.

Examples 221

Examples Capital Data Case Study 221

Perficient

JANUARY 20, 2021

It’s our job as marketers, designers, and strategists to develop and design inclusive web experiences and user interfaces. We must think from a global-to-global first perspective and connect our marketing strategy to understanding specific audiences for well-rounded inclusive website design. Why Global Inclusive Design is Important.

Strategy 496

Strategy Marketing Strategies Regional Marketing 496

South State Correspondent

JANUARY 10, 2024

The Better Way to Calculate Value: Customers and Product If you lower deposit rates in this market, you will likely lose customers to competition that may be paying 5% or greater. If you know the cumulative lifetime value of each customer and each product, you are on the precipice of having one of the most profitable banks in the market.

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Management Examples Marketing Millennials 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

South State Correspondent

JULY 24, 2023

Film quality aside, there have been few movies in the history of the World that have done a better job at marketing than Barbie. This article highlights these lessons and applies them to marketing deposits. We will also stipulate that you don’t have $100mm to spend on a marketing budget. Marketing made it so.

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Marketing social media Branding Apple 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.

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Management Survey Industry Community Bank 195

Perficient

OCTOBER 24, 2024

As noted at the time by the OCC, advances in computing capacity, increased data availability, and improvements in analytical techniques have significantly expanded opportunities for banks to leverage AI for risk management and operational purposes. Hsu highlighted that each phase requires different risk management strategies and controls.

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Regulation Risk Management Compliance Fraud 221

Perficient

JANUARY 25, 2021

Take for example the highly touted Amazon/JP Morgan/Berkshire company, Haven. MY PREDICTION: Leaders from the Provider community will work with the new Federal Administration to develop a “third way” to improve quality and manage costs that is reliant neither fully on the private insurance market nor on governmental backing.

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Community System Trends Tools 429

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. By understanding the elements that mean the most to their customers, designers and marketers can create more effective offers and messages. In the Tolerance Zone.

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Meeting Study Branding Innovation 428

Perficient

SEPTEMBER 29, 2020

In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient. What will be different this holiday season and how to adjust your strategy accordingly.

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Marketing Branding Data Industry 294