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How Managed Services Can Take You to the Cloud

Perficient

The issue is you don’t have the in-house cloud capabilities to do that or manage the infrastructure once you do. This is where managed services come into play. What Are Managed Services? We just said you need managed services – what are they? The Benefits of Managed Services. How We Can Help You.

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5 Leading Digital Trends Shaping Wealth Management in 2025

Perficient

Driven by factors ranging from generational wealth transfer to technological advancements, Perficients Principal in Wealth and Asset Management, Gerardo Montemayor , provides valuable insights into the wealth management trends set to transform the industry in 2025.

Trends 221
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Fintechs, Beware of ‘Innovation Tourists’

Bank Innovation

Now that the industry is (mostly) clear on the fintech “friend or foe” issue, startups are busy pitching their products to the eager incumbents and their innovation teams. Startups, beware of “innovation tourists.” ” “One of […].

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Unveiling the Future: 5 Key Trends Shaping Financial Services in 2025

Perficient

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

Trends 221
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Top 10 Benefits of Automating Closing Documents

Today, automating closing documents stands as a crucial component in FinTech's top priorities, addressing challenges from compliance demands to managing fluctuating volumes during uncertain economic times.

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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Relying on complex spreadsheets for portfolio analysis, the firm faced operational hurdles due to immense computing demands.

Strategy 440
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Sofi, Quovo Show Off New Wealth Management API

Bank Innovation

A quick, seamless API for wealth management customer authentication and data aggregation may not fix all of SoFi’s problems, but it certainly helps. The alternative lender demoed its new Authentication API, built in partnership with Quovo, a financial data aggregator for wealth management, at the FinDEVr conference today.