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

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

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. The financial services sector is experiencing transformative changes driven by technological advancements and innovative trends.

Trends 221

Trends Analytics Compliance Strategy 221

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

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

Payments Dive

FEBRUARY 15, 2024

While there has been industry speculation about the company making an acquisition, CEO Cameron Bready was more ready to talk “pruning” this week.

Operations 221

Operations Payments Industry Company 221

Payments Dive

JULY 21, 2023

Ming-Tai Huh shares how his position as a restaurant operator and a tech executive has given him a singular view of the restaurant industry’s challenges.

Operations 195

Operations Industry 195

Perficient

JUNE 22, 2020

Eric Enge, Principal at Perficient and lead co-author of The Art of SEO (the best-selling “bible” of the SEO industry), was recognized for the second year in a row as a top digital marketing influencer by Browser Media! Eric has been part of the SEO industry for over 20 years. On the list of 100 influencers, Eric is #5.

Marketing 500

Marketing Industry US Tools 500

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

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

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

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

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

Payments Dive

JANUARY 3, 2024

Kathy Hochul is seeking to require buy now, pay later providers to obtain a license to operate in the state, in addition to other potential regulations for the industry. New York Gov.

Regulation 433

Regulation New York Operations Industry 433

Perficient

MARCH 3, 2021

You can find previous parts linked below: Applying Power Platform in the Healthcare Industry. Applying Power Platform to the Healthcare Industry – Part 1: Setting Up Entities in Microsoft Dataverse. You can use the join operation action to comma separate the values.

Industry 294

Industry Examples Data Security 294

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

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

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

DECEMBER 18, 2023

Legal Obligations and Regulatory Frameworks It is well-known that financial institutions operate within a complex web of laws and regulations. Reputation Management Trust is the cornerstone of the financial industry. Rather, it fosters operational efficiency and effectiveness within financial institutions.

Regulation 473

Regulation Compliance Exercises Guidelines 473

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 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

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

Payments Dive

APRIL 14, 2020

The banking industry needs make new investments in various assisted-service channels, including contact centers, branches and operations centers.

Operations 386

Operations Industry 386

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

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

DECEMBER 15, 2020

I sat down with Tom Hogan , chief operating officer, and Andrea Lampert , vice president of people, to discuss the program in more detail. Tom Hogan, Chief Operating Officer, Perficient. For too long, the tech industry has fallen short in creating opportunities for underrepresented constituencies and communities.

Detroit 520

Detroit Community Training Industry 520

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. Network: Introducing strategic partnerships or recommending external specialists in international trade, tariff mitigation strategies, or operational optimization.

Risk Management 195

Risk Management Resources Management Marketing 195

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 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

Accenture: Banking

FEBRUARY 8, 2021

Automation and AI were forcing organizations to consider how they would address a growing skills gap; people wanted to work for organizations that operate and lead responsibly; and flexibility was increasingly a tool for recruiting and retaining workers. Across industries, there was fierce competition….

Tools 398

Tools Operations Industry Strategy 398

Perficient

APRIL 14, 2022

The connection between technology and consumers in the insurance industry has never been more relevant. Although the insurance industry was already facing rising competition and customer expectations, the global pandemic forced our industry to take legacy processes and technologies, and transition to “digital” seemingly overnight. .

Strategy 332

Strategy Tools Industry Data 332

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. Personalization of Customer Services. AI is being leveraged at call centers to process and triage customer calls to provide improved customized service.

Regulation 309

Regulation Industry Risk Management Analysis 309

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