Abrigo

DECEMBER 20, 2024

Likely trends are shaped by a dynamic rate environment The top issues facing executives managing credit portfolio risk and the balance sheet at financial institutions are shaped largely by the dynamic rate environment, according to Abrigos outlook for major trends in the year ahead. Navigate rate environment uncertainty with confidence.

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Management Risk Management Trends Lending 195

PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. Not so long ago, linking cash account statements across far-flung systems or operations would have taken days or weeks and extensive testing to synthesize all that data into one centralized presentation.

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PYMNTS

JANUARY 26, 2021

Add “lobby and visitor management” to the list of tech industries that have seen a spike in demand as companies contend with an ever-changing list of COVID-19-era requirements needed to safely and swiftly move people and packages in and out of their businesses. So what our customers are asking from us today as we reopen is, ‘Hold on a second.

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Management Company US Compliance 291

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

South State Correspondent

JUNE 15, 2023

Likely, you do not have a common management framework at your bank. However, it is doubtful you utilize a complete operating system. This article discusses using EOS in banking – the Entrepreneurial Operating Model. You need to manage multiple product lines across different customer bases and geography.

Operations 195

Operations System Tools Management 195

Perficient

JUNE 22, 2020

Oracle’s EPM Cloud Operations Guide is a must-have document for Oracle cloud EPM customers. And another example of Oracle’s commitment to customer success! Managing User Accounts. Understanding Oracle’s Change Management Process. Have a question about the Operations Guide? Service Monitoring.

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Data Management Operations Examples 354

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

Perficient

SEPTEMBER 22, 2020

These operations have a cost related to them. Examples of this are tasks like picking, prepping, and item consumption (Manufacturing or sales). These simple thought processes may work for small operations, but as you grow these processes can signal the demise of a growing company. Workforce Management.

Resources 332

Resources Operations Meeting Management 332

Perficient

NOVEMBER 24, 2020

Understanding the impact of Inventory Control is key to your business’ operation. 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. Distribution.

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System Management Examples Operations 332

PYMNTS

JANUARY 21, 2021

Banks must grapple with the ongoing challenges of day-to-day operations, technology — and especially regulations — amid any new effort. Standardization also is attractive for FIs, as they need to know the tech they’re embracing, complied with, for example, anti-money laundering (AML) requirements, payments speed or biometric authentication.

Management 303

Management User Experience Innovation Fintech 303

Perficient

JANUARY 25, 2023

Banks are focused on efficiency initiatives to optimize their operations and lower costs. While institutions want to increase their technology play, they are weary of overcomplicating operations. For example, many banks have launched small-dollar loan products that give eligible customers a few hundred dollars for a small flat fee.

Banking Trends 474

Banking Trends Trends United States FDIC 474

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. As such, operating accounts have low-interest rate sensitivity.

Management 195

Management Survey Industry Community Bank 195

Perficient

MAY 31, 2020

In this post, I share some lessons and practices to help make them more modular to improve reuse and manageability. It’s logic, rules and operations will be a “black box” to users of the pipeline, requiring only knowledge of “what” is does rather than “how” it does. Why Modular Pipelines?

Data 412

Data Examples Operations Management 412

PYMNTS

DECEMBER 9, 2020

Managing credit risk used to be a reactive process. Bank customers would fall behind on their payments, and their banks might react by imposing fees or having a case manager work with them to bring their accounts back up to speed. In severe cases, banks might have to take the drastic measure of closing accounts altogether.

How To 245

How To Management Report Strategy 245

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

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

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." For example, what is considered an impairment or charge-off?

Risk Management 195

Risk Management Management Policies Lending 195

Perficient

JUNE 15, 2020

On June 24, 2020, Param Singh, Perficient’s director of clinical trial operations solutions, will host a webinar on clinical trial management system (CTMS) migrations. One thing was clear: it didn’t make sense to operate multiple solutions from two different prominent vendors. In others, it was different.

System 332

System Operations Data Management 332

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

South State Correspondent

FEBRUARY 22, 2023

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. However, this doesn’t tell the whole story when it comes to deposit management.

Management 195

Management Marketing Branding Strategy 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

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

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

Perficient

NOVEMBER 20, 2020

To be precise more on the SDM / Close Manager side of FCC – you have new commands to clear region / copy region by profile. copyDataByProfile: This command copies data for the items (for example, regions) identified in a Copy Data Profile in Tax Reporting or Financial Consolidation and Close. Have fun Exploring!

Taxes 322

Taxes Regional Report Examples 322

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

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. The physical operation of your self is just one aspect. A word that does not inspire many people.

How To 520

How To Strategy Examples Tools 520

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

Perficient

JUNE 5, 2020

Multiple regulatory controls are required for the custodianship of patient and customer data, creation of secure software systems, governance of development environments, and ensuring proper management of audit information. Intake, Construction, Release Management), and DevOps pipeline tooling. Operational Security.

Compliance 332

Compliance Security Software System 332

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. Human-in-the-loop refers to the collaboration between AI systems and human experts, ensuring that machines do not operate in isolation.

Software 195

Software Management Compliance Resources 195

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

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

Perficient

APRIL 2, 2021

AI technologies, such as voice recognition and natural language processing (NLP), are being used to improve customer experience and to gain operational efficiencies. One example is the use of chatbots to automate routine customer interactions, such as account opening activities and general customer inquiries. Risk Management.

Regulation 309

Regulation Industry Risk Management Analysis 309

Perficient

JUNE 8, 2020

When cities went into lockdown and businesses scrambled to understand how and IF they could operate, we published a series that discussed what businesses should consider to address immediate, midterm, and long-term impacts of the pandemic. Think about how your business reacted to operational impacts, customer reactions, and employee needs.

Operations 452

Operations Course Examples US 452

PYMNTS

JUNE 25, 2020

As accounts payable (AP) and accounts receivable (AR) operations continue to converge for many organizations, buyers and suppliers are increasingly acknowledging the value of using each other’s technology platforms to promote stronger B2B relationships. Peasy Explores The Early Payment Incentive. Esker Adds Credit Tech To AR Platform.

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Tools Operations Management Meeting 282

PYMNTS

JANUARY 6, 2021

for example, a perfect storm of pandemic lockdowns and Brexit has elevated both complexity and costs for freight shipping into the market, with recent Bloomberg reports noting the spot rate for last-minute shipments across the English Channel hit more than $4.56 Optimizing Operations. In the U.K., Connecting The Dots.

Data 253

Data Analytics Management Operations 253

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

JANUARY 28, 2021

These articles contain many valid ideas and data points that should all be reviewed and considered for your operation but what does it mean to you? Here some steps to finding your Procurement Best Practices : Honestly assess your current procurement operations. Where are you strong and doing well. Where are you weak and struggling.

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System Operations Analysis Management 322