Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. In an ideal world, banks and credit unions would have perfect information and would know from the outset of any early warning signs that a borrower is experiencing distress.

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Perficient

FEBRUARY 11, 2021

It continues to be adopted across various industry and technology verticals – including product information management (PIM). The process of managing extensive amounts of product information can become tedious and inconsistent, especially when exporting data to various commerce channels. Akeneo introduced Akeneo PIM 3.0

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Perficient

MAY 1, 2023

Perficient is proud to sponsor the upcoming North American Financial Information Summit (NAFIS), taking place on May 16th, 2023. NAFIS is the largest North American data conference for banks and asset managers looking to the future of data in financial services.

Data 275

Data Conference Management Trends 275

Perficient

FEBRUARY 10, 2021

PIM, as most of you readers might know, stands for product information management system. It’s important to have a solid foundation of accurate product information and a faster time to publish to support this exponential growth. In any case, a company will spend time to clean up, collect, and distribute product information.

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Strategy Management Marketing Strategies Online 508

Abrigo

MARCH 31, 2025

The lender needs to put forth an accurate and complete picture of the borrowernot only for the borrowers sake, but also for the financial institutions risk management. They're sort of like this intellectual desert where [the reader is] just kind of parched trying to find more information. It's really hard to find something just right.

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Perficient

OCTOBER 13, 2020

Product Information Management (PIM) and commerce go hand-in-hand, and inRiver is the common factor that helps simplify product information for both B2B and B2C shopping channels. For more information on how to get started with our inRiver Quickstarts, contact our PIM experts today.

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Perficient

JANUARY 28, 2021

Content that is relevant to channels and accurate, along with being supported by digital assets helps buyers greatly in making informed decisions. Feeling confident in making informed decisions then also leads to placing more orders online. The Right PIM and Commerce Platforms. inRiver-Magento Commerce Adapter.

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Management System Online Customer Experience 458

South State Correspondent

APRIL 9, 2025

At present, we track 150+ AI agent platforms that households and business can use right now to manage banking products. With the rise of autonomous agents acting on behalf of userswhether individuals using AI assistants or businesses employing agents to manage financesbanks need to rethink their digital architecture. The solution?

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Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. For those wanting to start their own cryptocurrency fund, it’s important to be well informed about cryptocurrency regulations. Central Bank Digital Currency (CBDC) ).

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

Abrigo

NOVEMBER 13, 2024

Bank and credit union leaders can use data to inform small business lending Small businesses are showing resilience. Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. Interest coverage ratios have stayed strong. A recent U.S. Nearly all U.S.

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Gonzobanker

FEBRUARY 13, 2025

Add in the time other employees might spend creating and maintaining mini-databases and spreadsheets, balancing and reconciling information, and other activities and this number could easily be higher. That is an investment that requires management from every leader at the bank. And they keep them in mind when designing.

Data 78

Data Management Strategy Study 78

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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Perficient

MAY 12, 2023

The Third Industrial Revolution used electronics and information technology to automate production. Supporting large, cross-industry Supply Chain firms, he has a PMP certification and is a Six Sigma Green Belt project manager. Anyone reading this article on an online device is reaping its benefits. What is Industry 4.0? is starting.

Management 275

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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.

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South State Correspondent

MARCH 24, 2025

In this challenging environment, bankers have an unparalleled opportunity to step forward as trusted advisors, providing valuable guidance, innovative financial structures, and prudent risk management to support both their bank and commercial customers. Appointing someone in Credit might be a workable idea.

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Risk Management Resources Management Marketing 195

Abrigo

OCTOBER 30, 2024

Streamline case management processes. One of the largest areas for improvement in AML programs is case management. Instead, institutions should focus on optimizing how existing investigators work, and a focus on case management will help. One way to streamline case management is by rethinking the triage process.

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Accenture: Banking

SEPTEMBER 2, 2021

When I started as a commercial banking relationship manager (RM) in the early ‘90s, a big part of my job was prospecting for new customers. This was an era when public information on privately held, mid-sized companies was extremely limited. The filings book I used to search for information—a thick paperback known as the Uniform….

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Management Company Digital Banking 434

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? This is information about a particular product that the client already uses. That makes sense. Communication.

How To 195

How To Data Management Study 195

Perficient

OCTOBER 28, 2024

Lenders are prohibited against discrimination and must meet the requirement to provide consumers with information regarding adverse action taken against them, as required pursuant to the Equal Credit Opportunity Act (ECOA).

Regulation 221

Regulation Fraud Tools Compliance 221

Abrigo

MARCH 12, 2025

Protecting customers from disaster fraud In the aftermath of hurricanes, wildfires, floods, and other natural disasters , vulnerable communities often see an uptick in disaster fraud schemes designed to steal personal information or relief funds from would-be donors. Only a scammer will do that.

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Gonzobanker

OCTOBER 31, 2024

Vendor management is risky business. Smart leaders use performance scorecards to keep the board informed. The FDIC issued a consent order against Discover Bank last year for lacking oversight into third-party risk management and a compliance vendor management program. Does it push releases with detailed release notes?

Risk Management 140

Risk Management Management FDIC Software 140

Abrigo

FEBRUARY 6, 2025

Meeting investment accounting and reporting requirements The right technology tools can help institutions manage investment accounting compliance and risk exposure across various investment types. Accurate and streamlined investment accounting supports overall risk management, particularly in areas like credit, market, and liquidity risk.

Compliance 195

Compliance Technology Operations Risk Management 195

Perficient

DECEMBER 9, 2020

Based on the responses, Forrester supplies information about providers that best serve your business’s needs and help determine if selecting a multi-provider option based on the complexity of the transformation is appropriate.

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Report Industry Strategy Branding 572

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. Bankers should examine warning signs and shore up defenses for existing income-producing CRE loans as part of commercial property loan risk management.

Risk Management 221

Risk Management Management Lending Capital 221

Abrigo

NOVEMBER 14, 2024

Ensure management and board of director oversight : A strong compliance culture starts at the top. Senior management and the board must actively participate in setting the tone for compliance and fully understand the risks and penalties associated with BSA criticisms. Provide timely updates in response to changes in regulations.

Compliance 221

Compliance How To Training Software 221

Perficient

FEBRUARY 16, 2023

What is ServiceNow Financial Services Operations (FSO): Financial Services Operations (FSO) is an out-of-box offering by ServiceNow utilizing its existing platform custom-tailored to the use cases for Financial Institutions providing a comprehensive solution for managing operations end-to-end.

Operations 474

Operations Industry Compliance Management 474

Abrigo

FEBRUARY 28, 2025

Phishing scams Phishing scams involve fraudsters impersonating legitimate entitiessuch as banks, government agencies, well-known companies, or business contactsto trick individuals into providing sensitive information like login credentials, Social Security numbers, or financial details.

Fraud 221

Fraud social media Training Community 221

Perficient

AUGUST 10, 2020

How does Clinical One impact the ongoing development of systems, such as InForm, Argus Safety, Siebel CTMS, and DMW? It will also be very beneficial for Oracle Clinical and InForm customers who want to know more about the direction Oracle is heading with regard to data collection. How does Clinical One work with non-Oracle solutions?

Strategy 539

Strategy Data System Operations 539

Perficient

JUNE 22, 2020

The Clinical One platform enables data to be shared across phases and the various functions involved in drug development, as data can be entered once for use in multiple areas, including: Randomization and Supplies Management. Data Management. Trial Management. Safety Case Management and more. Data entry. Validations.

Training 423

Training Video Study Data 423

Perficient

OCTOBER 6, 2021

Forrester defines RPA services as: “Services that enable the robotic process automation (RPA) lifecycle, including consulting, solution architecture, governance and enablement services, bot design and development, bot management, and bots as a service, rendered either on-premises or as a service.”. Learn More About Perficient.

Management 508

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Perficient

OCTOBER 2, 2020

Perficient’s Mike Grossman, general manager, life sciences, and Oracle’s Jim Streeter, global vice president, life sciences product strategy, hosted a fireside chat that answered many of the most-common questions about Clinical One. What are the advantages of Clinical One over other vendor solutions?

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Strategy US System Data 506

Perficient

MARCH 17, 2025

Our experts have identified the most impactful trends across banking , wealth and asset management , and payments. AI-powered chatbots can handle routine inquiries, freeing human agents for complex issues, while AI-driven algorithms enhance fraud detection and risk management.

Trends 221

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