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. What does your brand portray to the market? Salesforce Financial Services Cloud is purpose built to meet the needs of the financial services industry.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

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

MARCH 17, 2025

We are witnessing the integration of AI, the rise of hyper-personalization, and the adoption of advanced digital platforms, all of which are revolutionizing operations and client interactions. This integration not only enhances customer experience but also opens new revenue streams and market opportunities for financial institutions.

Trends 221

Trends Analytics Compliance Strategy 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.

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Leadership Denver Charlotte Ohio 531

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. These conditions not only impact business operations but also raise critical questions about liquidity, creditworthiness, supply chain stability, and growth strategies.

Risk Management 195

Risk Management Resources Management Marketing 195

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

PYMNTS

JANUARY 17, 2021

The Federal Aviation Administration is letting commercial drone-maker American Robotics operate drones without on-site pilots — but with a number of caveats, according to a decision recently posted on the agency’s website. The decision is the first government approval for drone flights without on-site pilots, the Marlborough, Mass.-based

Operations 242

Operations Training Resources Google 242

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? Cannabis-related businesses (CRBs)spanning everything from cultivation to retailrepresent a market in need of lending services, from working capital to real estate and equipment loans.

Lending 195

Lending Compliance Community Software 195

South State Correspondent

APRIL 2, 2025

The move shook the markets, threatening to upend much of the architecture of the global economy and fueled broader trade wars. Rising production costs led some companies to downsize or relocate operations outside the U.S. Volatility will surely spike and markets will be unsettled. China could devalue its currency again.

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Community Bank Community Policies National 221

Perficient

NOVEMBER 12, 2020

Digital disruption continues to accelerate across every industry, including the digital industry itself. In this rush to market, brands look to their agencies to ensure that their brand expression is sufficiently creative enough to differentiate them. Data + Marketing. Peak Creative. Digital is accelerating roadmaps.

How To 508

How To Branding Customer Experience Industry 508

PYMNTS

JANUARY 19, 2021

While the coronavirus crisis certainly accelerated the drive toward digital, the mid-market's commerce digitization push was well underway before the pandemic hit. With B2B eCommerce proliferating, the market is rapidly evolving to make way for new business and payment models in response to customer demand. Emerging Business Models.

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Online Marketing Payments Operations 275

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

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. The supervision risk management principles, outlined in the OCC issuances, provide a solid framework for banks implementing AI to operate safely, soundly, and fairly.

Regulation 221

Regulation Risk Management Compliance Fraud 221

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

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 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

PYMNTS

OCTOBER 27, 2020

Blockchain industry stocks are on the rise as bitcoin reaches new heights, Seeking Alpha reported. UNICAS, as the joint venture is known, will create the first “crypto-friendly financial institution” with brick-and-mortar buildings and operations. UNICAS will begin operations this December, according to the post. as of 7:19 p.m.

Bitcoin 267

Bitcoin Industry blockchain cryptocurrency 267

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

Perficient

AUGUST 2, 2024

Perficient self-reported the following extended use cases as the top three for which clients select them: Backend Integration and Modernization: We specialize in integrating and modernizing backend systems to ensure seamless and efficient operations, enabling businesses to stay competitive in the digital age.

America 450

America Report Technology Software 450

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

South State Correspondent

MARCH 30, 2023

Not to say you want to ignore parts of your community, but why not focus more of your resources on those industries that will make your bank more profitable? In this article, we look at 20 deposit-rich industries that have above-average profitability.

Industry 195

Industry Resources Community Case Study 195

Perficient

AUGUST 4, 2023

In today’s rapidly advancing technology landscape, businesses face a profound revolution in operations, customer interactions, and innovative endeavors. The report offers an in-depth overview of 38 digital transformation service providers, offering valuable insights into the market landscape.

Digital Strategies 419

Digital Strategies Strategy Report Customer Experience 419

Perficient

JULY 21, 2023

The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.

Industry 221

Industry Data Training Technology 221

Perficient

JANUARY 7, 2021

In our conversation, Gary shared how the automotive industry is faring during the pandemic. Eugene Sefanov: First and foremost, I would be remiss not to ask how the automotive industry is doing during COVID-19. Gary Johnson: The industry as a whole isn’t doing as well as it would in a typical year.

Marketing 309

Marketing Industry Mobile Data 309

Perficient

FEBRUARY 24, 2021

His success led to his selection to join company leaders at 30 Rock and develop startup ventures for the industrial bellwether, including one that immediately delivered $25 million in revenue. In 2016, Jon joined fan and light maker Big Ass Fans as its first chief operating officer.

Branding 441

Branding Case Study Digital Strategies Strategy 441

PYMNTS

SEPTEMBER 15, 2020

Emerging markets have their own challenges when it comes to banking, where big, traditional financial institutions (FIs) are anything but efficient. The world needs a FinTech operating system.”. The world doesn’t need another bank,” Poovala told Webster.

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System Operations Fintech Taxes 258

Perficient

JUNE 17, 2020

trillion (USD) in 2023 with outsourcing contributing to 60% of market growth. 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.

Software 617

Software User Experience Meeting Resources 617

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. Personalization of Customer Services.

Regulation 309

Regulation Industry Risk Management Analysis 309

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.

Marketing 294

Marketing Branding Data Industry 294

Perficient

NOVEMBER 21, 2023

In the increasingly competitive insurance landscape, organizations must strategically leverage digital transformation, and Brian excels at navigating this evolution to deliver maximum client value across all industries. How have you seen priorities shift as the insurance market becomes more competitive and new risks emerge for insurers?

Industry 221

Industry Meeting Conference Maine 221

Perficient

JANUARY 26, 2021

To make it simple for folks interested in learning about quantum computing, I will be writing a series of blogs to give a holistic understanding of what the quantum industry is and what the technologies mean. The Global Commercial Quantum Computing Market. As you can see, the quantum market is highly competitive. Alphabet Inc.

System 505

System Technology Data Marketing 505

Perficient

FEBRUARY 22, 2023

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

South State Correspondent

AUGUST 14, 2024

To effectively differentiate their services, commercial lenders will need to be thought leaders, understand their market and industries, and provide more insightful advisory services. Commercial lenders have the financial background and industry knowledge to help customers understand the financing and the math.

Tools 195

Tools Marketing Community Bank Community 195

Perficient

JULY 26, 2021

Companies like Amazon, Apple, and Google have innovated the path for customer experience and integration, but the experience standards set by these CX leaders transcend all industries. Consumers simply do not downgrade their expectations when dealing with other industries.

Customer Experience 294

Customer Experience Apple Google Study 294

South State Correspondent

OCTOBER 4, 2023

If you want to grab a material amount of new deposit balance, offer a 5.05% money market rate, post it all over Instagram, and sit back and watch the money roll in. In this article, we will show you 15 proven deposit marketing campaigns that will rack up deposit-gathering wins while building a high-performing bank in the process.

Marketing 195

Marketing Taxes Training Management 195

BankUnderground

MARCH 27, 2025

Such increases can be a result of direct government policies, but as we explain in this post, changes in carbon prices appear to be also endogenously linked to developments in energy markets. In an ETS, generally in the form of a cap-and-trade system, the government sets a cap on emission allowances and the market determines the price.

Marketing 59

Marketing Policies Industry System 59

South State Correspondent

MARCH 10, 2025

With the current flat or slightly inverted yield curve, plus the current volatility of the market, borrowers have a pricing advantage to lock in long-term, fixed-rate loans, leaving lenders with the interest rate risk without appropriate compensation. Without this minimum staff, we believe that is difficult to create a viable B2B program.

Community Bank 195

Community Bank Community Operations Report 195