Perficient

NOVEMBER 8, 2021

I touch a variety of sub-industries, including retail banking, commercial banking, and payments. How do you think it will change the way financial services organizations operate? I also think a lot about wealth management. MM: Paint a picture for me. What do you do for Perficient? MM: Let’s go back to crypto.

Industry 539

Industry cryptocurrency New Mexico Los Angeles 539

Perficient

MAY 12, 2023

Industrial Revolutions 1, 2, and 3 The First Industrial Revolution used water and steam power to mechanize production. The Second Industrial Revolution used electric power to create mass production and improve home living. The Third Industrial Revolution used electronics and information technology to automate production.

Management 275

Management Industry Innovation Operations 275

Perficient

FEBRUARY 2, 2023

Across industries, consumers are communicating the same demands; they see the thing, they want the thing, and they want it in their hands within hours, if possible. All of Instagram’s shopping features allow users to add items from multiple vendors into an Instagram-operated cart.

Industry 471

Industry Trends social media Payments 471

PYMNTS

JANUARY 8, 2021

Whether it was helping small businesses get their PPP payments or convert to eCommerce, getting cash in the hands of workers delivering food, or accommodating digitized mortgage closing and escrow activity, the coronavirus has foisted a lot of change on the financial services industry in a short amount of time. “A RTP Outlook.

Operations 349

Operations Payments Industry Management 349

Perficient

FEBRUARY 17, 2021

In this blog, we will explore Boomi’s EDI Management Platform and how you can get started with modernizing your EDI network. Boomi’s B2B/EDI Management Platform capabilities. Increased transparency into EDI transactions allows for quick responses and improves interactions with partners.

Management 340

Management Customer Experience Technology Innovation 340

South State Correspondent

MARCH 24, 2025

These conditions not only impact business operations but also raise critical questions about liquidity, creditworthiness, supply chain stability, and growth strategies. Step 1: Get a Leader The first move is to appoint a banker to lead the effort of managing news flow, insight, and execution.

Risk Management 195

Risk Management Resources Management Marketing 195

Perficient

MARCH 30, 2023

The front office is screaming down to the Settlement Office, “Operations, we need more capital!” Any operations team that has dealt with a stock loan trading desk can contest the inherent friction between providing more available securities to the desk and reliance on settlement cycles and market constraints.

Operations 275

Operations blockchain Capital Security 275

Perficient

OCTOBER 24, 2024

OCC In December 2023, the Office of the Comptroller of the Currency (OCC) classified AI as an emerging risk to the banking industry in an industry report they produced. OCC In December 2023, the Office of the Comptroller of the Currency (OCC) classified AI as an emerging risk to the banking industry in an industry report they produced.

Regulation 221

Regulation Risk Management Compliance Fraud 221

Perficient

FEBRUARY 27, 2025

As we progress through 2025, the banking industry is set for substantial transformation driven by several key trends. Digital transformation will remain a powerful force, with advancements in AI and machine learning enabling unparalleled operational efficiencies and hyper-personalized customer experiences.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

DECEMBER 9, 2020

Providing a quality commerce experience is table stakes in these unprecedented times, and brands across all industries are racing to sell through digital channels. However, every industry is unique and requires a variety of different services, technologies, and assets for successful omnichannel delivery.

Report 572

Report Industry Strategy Branding 572

Perficient

FEBRUARY 12, 2025

The rapidly evolving payments industry is driving industry leaders to adapt their strategies in response to emerging trends. The industry faces numerous challenges, including protecting sensitive data, navigating evolving regulations, and outdated legacy systems.

Trends 221

Trends Payments Compliance blockchain 221

Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

Perficient

DECEMBER 18, 2023

In the fast-paced realm of finance, the significance of regulatory risk and compliance management practices cannot be overstated. Legal Obligations and Regulatory Frameworks It is well-known that financial institutions operate within a complex web of laws and regulations. This ensures a seamless and compliant global operation.

Regulation 473

Regulation Compliance Exercises Guidelines 473

Perficient

MAY 30, 2024

Representatives from all three lines of defense—operational management, risk management/compliance, and internal audit—attend to present, discuss, and learn about industry shifts that are impacting risk and regulatory compliance. Sessions include a keynote interview with former FBI director James B.

Compliance 221

Compliance Industry New York social media 221

Perficient

JANUARY 5, 2021

The expanded executive leadership team will drive continued growth and operational excellence across Perficient while delivering superior solutions for clients. “As “Perficient’s optimized global delivery capabilities are world-class, and our teams in India are some of the best and brightest in the industry.

Leadership 531

Leadership Denver Charlotte Ohio 531

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 we're seeing a major uptick in business now.”. Beyond The Front Door. “If

Management 291

Management Company US Compliance 291

Perficient

FEBRUARY 27, 2024

This blog was co-authored by Perficient’s Insurance Principal and expert: Brian Bell As we step into 2024, the insurance industry faces significant transformations driven by technological advancements and evolving customer expectations. Leveraging cloud technology for streamlined operations and enhanced scalability.

Trends 221

Trends Industry Operations Customer Experience 221

Abrigo

OCTOBER 10, 2023

How industry analysis can improve your credit risk management Understanding your customers' businesses leads to better loan pricing, structure, and risk management. WATCH WEBINARS Takeaway 1 All businesses perform industry analysis, but financial institutions in particular must know their customers' competitive landscape.

Analysis 195

Analysis Industry Risk Management Lending 195

Perficient

JANUARY 21, 2025

The insurance industry in 2025 is at a pivotal point, with key digital insurance trends leading the charge in transforming how carriers operate and interact with customers. Industry experiences have lagged due to outdated technologies, product-centric processes, and lack of transparency.

Trends 221

Trends Customer Experience social media Innovation 221

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

Perficient

NOVEMBER 19, 2024

If passed as-is, the Japanese government would designate the AI systems and developers that are subject to regulation; impose obligations on them with respect to the vetting, operation, and output of the systems; and require periodic reports concerning AI systems.

Regulation 221

Regulation Guidelines System Compliance 221

Abrigo

FEBRUARY 6, 2025

Now that the cannabis industry is maturing and better understood, is it time for financial institutions to take on the risk of cannabis lending? With this regulatory risk and associated operational complexities, there is plenty for financial institutions to consider before diving into cannabis lending.

Lending 195

Lending Compliance Community Software 195

Perficient

DECEMBER 6, 2023

In recent years, the Consumer Financial Protection Bureau (CFPB) has significantly broadened its oversight, extending beyond major banks to address concerns in various industries, such as payday loan providers, credit reporting agencies, and most recently, the medical debt collection sector.

Industry 221

Industry Compliance Exercises Regulation 221

Perficient

JULY 29, 2020

Come join us for an exclusive virtual event for healthcare providers, featuring top industry experts from Salesforce, Perficient and The Chartis Group, on Tuesday, August 11. Keys to improving clinical operating models and closing gaps in care. Paul Griffiths, General Manager – Digital Health Solutions at Perficient.

Groups 537

Groups How To US System 537

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. These technologies are also used to better target marketing in retail and customize trade recommendations in wealth management. Risk Management. Credit Decisions.

Regulation 309

Regulation Industry Risk Management Analysis 309

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. We ranked the Top 20 Deposit-Rich Industries ( HERE ).

Management 195

Management Survey Industry Community Bank 195

Perficient

NOVEMBER 1, 2023

With more than 50 financial services and insurance professionals in attendance, this event showcased the industry’s unwavering commitment to practical innovation. states, wanted to infuse automation and artificial intelligence (AI) into its back-office operations to reduce costs and manual effort across the business.

Industry 251

Industry Operations Compliance Strategy 251

South State Correspondent

AUGUST 22, 2023

If one product is the future of banking, it is treasury management. In this article, we detail the five steps to building a treasury management strategy, provide some tools to execute those steps, and then provide a complimentary survey to assess your strengths and weaknesses. It starts by targeting the right customers.

Management 195

Management Community Bank Survey Community 195

Abrigo

APRIL 11, 2025

Learn why Unique needs & challenges Each financial institution is unique, and adopting new technology requires thoughtful integration withor changes toexisting operations. Financial institutions benefit when a vendor prioritizes knowledge-sharingwhether its about regulations and industry changes or updates to the software.

Technology 195

Technology Software Training Risk Management 195

Perficient

OCTOBER 15, 2024

Banks process an astronomical amount of sensitive information daily—think trillions of transactions annually—and they need to manage that data efficiently and securely. According to the World Bank, the global financial industry processes over $5 trillion in transactions every day.

Tools 221

Tools Data Compliance Regulation 221

South State Correspondent

APRIL 2, 2025

Rising production costs led some companies to downsize or relocate operations outside the U.S. Community banks can offer short-term and bridge loans to help clients cover increased costs until supply chains stabilize and working capital loans to support clients in managing operational expenses amid fluctuating costs.

Community Bank 221

Community Bank Community Policies National 221

Perficient

NOVEMBER 27, 2023

In the dynamic environment of highly regulated industries like healthcare and financial services, leaders often balance competing goals to delight customers while cutting costs. Diagnosing and Correcting Process Failures Despite the billions spent yearly to digitize processes, companies often are not operating at their maximum potential.

Industry 221

Industry Regulation Compliance Data 221

Perficient

MAY 28, 2020

The Utilities industry is facing enormous change along with the rest of the world due to Covid-19 and its effects on commercial and residential consumption of energy. The industry has had to learn quickly to juggle demand and workforce planning. Using Oracle Data & Analytics to Manage Business Decisions .

Analytics 340

Analytics Customer Experience Risk Management Mobile 340

Perficient

FEBRUARY 29, 2024

This blog was co-authored by Perficient’s Chief Strategist and banking expert: Scott Albahary A slowing global economy, coupled with a divergent economic landscape, poses challenges for the banking industry in 2024. The emergence of modern alternatives to traditional credit scoring signifies a broader movement toward financial inclusion.

Trends 221

Trends Industry Analytics Compliance 221

Perficient

JUNE 17, 2020

With more than 33 years of experience and over 600 skilled professionals, PSL has grown to become a leading name in the software development outsourcing industry. Worked with one of the nation’s largest integrated managed healthcare consortiums to significantly improve customer satisfaction with new web and mobile experiences.

Software 617

Software User Experience Meeting Resources 617

South State Correspondent

MARCH 3, 2025

By 1985, the banking industry had radically changed. Understanding the drivers of banking consolidation is imperative when managing bank performance. These two acts took the governors off around how banks managed deposits. These acts created a competitive vortex marking a paradigm shift around the concept of bank management.

FDIC 195

FDIC Trends Management ATM 195