Perficient

JULY 14, 2020

You have an application you use daily for operations, but when it comes down to clicking that submit button, you need that extra piece of information to make your decision. Here are some examples: Navigating Salesforce and need information about how many insurance policies a specific client has with you?

Data 461

Data Regional System Meeting 461

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

OCTOBER 21, 2024

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. Some early warning signs of problem commercial real estate (CRE) loans include new liens or the failure to deliver required financial information.

Strategy 195

Strategy Management Taxes Meeting 195

Abrigo

FEBRUARY 6, 2025

Compliance with investment accounting and reporting requirements plays a central role in ensuring operational efficiency and regulatory adherence. Investment accounting compliance not only minimizes operational risks but also reduces regulatory scrutiny. WATCH Investment accounting compliance risks U.S.

Compliance 195

Compliance Technology Operations Risk Management 195

Abrigo

MARCH 7, 2025

Key requirements for Reg E compliance To comply with Reg E, financial institutions must follow these key requirements: Consumer disclosures FIs must provide clear information to consumers about their rights regarding electronic transactions. This increased scrutiny can divert resources away from core operations and impact overall efficiency.

Compliance 195

Compliance Regulation System Guidelines 195

Perficient

NOVEMBER 12, 2020

Recently, Dave Shuford, a sales consulting director at Oracle, and Caz Halsey, a director of life sciences at Perficient, presented an informative webinar on Oracle Clinical One, a new unified clinical development platform. During the webinar, the two discussed how Clinical One is different from the legacy applications most people know.

Operations 520

Operations Technology Company 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. This lead should be responsible for providing weekly briefings to relationship managers and serving as a resource to help manage information flow and troubleshoot challenges.

Risk Management 195

Risk Management Resources Management Marketing 195

Abrigo

NOVEMBER 13, 2024

Bank and credit union leaders can use data to inform small business lending Small businesses are showing resilience. Abrigo’s proprietary analysis comes from the largest real-time database of private-company financial statement information in the United States. Businesses' working capital cycles are longer. A recent U.S.

Lending 221

Lending Meeting Data Risk Management 221

Abrigo

NOVEMBER 14, 2024

By being proactive, banks can safeguard themselves from regulatory penalties and ensure their operations align with evolving compliance standards. Provide for program continuity despite operations, management, employee composition, or structure changes. Provide timely updates in response to changes in regulations.

Compliance 221

Compliance How To Training Software 221

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. Perficient Excels as a Commerce Provider.

Report 572

Report Industry Strategy Branding 572

Perficient

MARCH 4, 2021

Together, they strive to make various forms of technology accessible to people as much as possible by minimizing or eliminating barriers to information through our senses (hearing, vision, and touch). People absorb and understand information through vision, hearing, touch, and often in combination, like watching a video on a tablet.

Guidelines 376

Guidelines Technology Video Operations 376

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

DECEMBER 18, 2023

Legal Obligations and Regulatory Frameworks It is well-known that financial institutions operate within a complex web of laws and regulations. Operational Efficiency and Effectiveness Adopting regulatory risk and compliance practices is not merely a box-ticking exercise. This ensures a seamless and compliant global operation.

Regulation 473

Regulation Compliance Exercises Guidelines 473

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

Abrigo

FEBRUARY 25, 2025

Back-end processes for small business loan approval in some financial institutions operate in an automation desertand it shows. They often must consult paper files as well as information housed in separate digital systems. Theyre energy-draining, slow-moving, and inefficient.

Lending 195

Lending FDIC Policies Analysis 195

Abrigo

OCTOBER 30, 2024

Increasing efficiency of compliant AML investigations To boost AML program productivity and keep pace with evolving compliance demands, financial institutions should focus on strategic operational improvements paired with the smart use of technology. What’s a leader to do? Leverage automation to reduce manual tasks.

Compliance 221

Compliance Training System Management 221

Perficient

FEBRUARY 27, 2025

Digital transformation will remain a powerful force, with advancements in AI and machine learning enabling unparalleled operational efficiencies and hyper-personalized customer experiences. Automation will streamline internal processes, leading to cost reductions and improved operational efficiency.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Abrigo

FEBRUARY 6, 2025

With this regulatory risk and associated operational complexities, there is plenty for financial institutions to consider before diving into cannabis lending. Its a way to serve businesses that are often forced to operate outside traditional financial systems. Then, theres the operational side.

Lending 195

Lending Compliance Community Software 195

Perficient

DECEMBER 8, 2020

We created an automation strategy for improving cloud operations, which also provided DevSecOps risk mitigation and allowed our client to meet compliance requirements. Now, employees can easily access the information they need about products, research, policies, and their colleagues. Data Lake Modernization.

Google 493

Google Data Technology System 493

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

Abrigo

MARCH 11, 2025

Employees in positions of trust may manipulate accounts, conceal information, or abuse their authority for personal gain. In a 2024 report , the Association of Certified Fraud Examiners (ACFE) found that insider fraud represents a significant risk to every organization's operations. billion in total losses.

Fraud 195

Fraud How To System Leadership 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. Recommended Approach : To buffer these external pressures, carriers and intermediaries must focus on operational efficiency, which can be accelerated through technology.

Trends 221

Trends Customer Experience social media Innovation 221

Perficient

MARCH 7, 2021

Fear not, Teams admins will have the ability to control how they’d like to control external user access to data and information. Operator Connect. Looking to connect your current operator to Teams without the need to worry about managing new hardware? Operator Connect Conferencing. Image provided by Microsoft.

Meeting 508

Meeting Video Compliance Operations 508

Perficient

OCTOBER 14, 2020

Fueled by the urgency to keep employees safe and providing customer service in face of increasing needs, the contact center needed to quickly adapt from an on-premise operation to a cloud-based solution. The agent is alerted by way of a screen-pop event displaying the customer’s information as well as the associated ticket. .

Video 519

Video Tools Innovation Trends 519

Perficient

AUGUST 4, 2023

In today’s rapidly advancing technology landscape, businesses face a profound revolution in operations, customer interactions, and innovative endeavors. Leaders can compare digital transformation service providers listed in the report based on size, offering, geography, and business scenario differentiation to make informed decisions.

Digital Strategies 419

Digital Strategies Strategy Report Customer Experience 419

Perficient

JUNE 30, 2020

In cases of a discrepancy in the count, a supervisor must review the information and approve the changes. Instead, the worker is going to inform the system where they are and what they are counting. Opportunistic Counts validate the information captured. However, cycle counts can occur while daily operations are ongoing.

How To 371

How To System Management Operations 371

Perficient

FEBRUARY 11, 2021

Instead, it’s a suite of tools operating on a single platform. In the case of makers, this is especially useful, with Power Apps and Power Automate enabling them to not just build applications, but also to automate time-consuming processes and improve business operations. Power Platform can help them bring these ideas to life.

Tools 470

Tools Maine Analytics Study 470

Perficient

JULY 28, 2020

In our recent blog, Strengthen Your B2B Commerce Experience with CPQ & PIM, we learned how integrating a product information management (PIM) system with a configure price quote (CPQ) system can build efficiency and accuracy throughout the B2B buying process. Do not duplicate rule maintenance. Rules should be more data-driven in nature.

System 332

System Resources Management Data 332

South State Correspondent

MARCH 10, 2025

Your first step is to rank the cost of start-up and operations over five years using the same set of assumptions for each. The goal here is to understand the risk around the solution to better inform your decision before you settle on the best path forward. You get the following table: However, ROI is just one dimension.

Training 195

Training Maine Analytics Management 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. Operational Security. Secrets are necessary for the operation of all modern software systems.

Compliance 332

Compliance Security Software System 332

Perficient

JUNE 19, 2020

We have created an accelerator package for a curbside pickup operation to integrate with your existing order management system, with the added flexibility to customize the solution based on your specific business requirements. The Customer Experience. the store exit at which the customer is waiting. Getting More Out of Flex.

Retail 369

Retail Customer Experience Management System 369

PYMNTS

DECEMBER 28, 2020

In addition, cybercriminals, including ransomware operators, will continue to exploit the COVID-19 pandemic alongside legitimate efforts to develop, distribute, and administer vaccines,” according to the agency. FinCEN said similar attacks could be launched to disrupt the vaccine supply chain and delivery operations.

Fraud 317

Fraud Compliance Operations Report 317

Perficient

JANUARY 7, 2021

Retrieve information about the video being played. You can write events for your custom buttons and perform operations on a YouTube player like playing a video, pausing a currently playing video, etc. Below operations can be performed: player.playVideo(). Below operations can be performed: player.playVideo(). 0 – ended.

Video 340

Video Operations Examples Policies 340

Gonzobanker

OCTOBER 31, 2024

Smart leaders use performance scorecards to keep the board informed. But with so much information being gathered within an institution, what should CEOs share? The board must be informed about vendors with “black holes” in their support tickets. Vendor management is risky business.

Risk Management 140

Risk Management Management FDIC Software 140

Perficient

JANUARY 19, 2021

A CI/CD pipeline is the backbone of the modern DevOps environment, as it bridges the gap between development and operations teams by automating the building, testing, and deployment of applications. Below is a representation of a CI/CD pipeline setup and how it works. This is Just the Beginning.

How To 484

How To Tools Maine Operations 484