Perficient

DECEMBER 19, 2023

In the dynamic realm of investment management, maintaining a competitive edge is paramount. Our client, a dynamic, independent investment management and strategic advisory firm, recognized the rising significance of Environmental, Social, and Governance (ESG) metrics in shaping investment decisions and reporting.

Report 221

Report Analysis Data Meeting 221

Abrigo

OCTOBER 17, 2023

Why change management is vital for banks and credit unions Regulators promote change management to manage risk, but banks and credit unions can also achieve important benefits when they manage change. This article describes recent comments by financial regulators about managing change.

Management 195

Management Lending Risk Management Strategy 195

PYMNTS

DECEMBER 16, 2020

As FinTechs and other financial service providers drive commercial card adoption, virtual card technology becomes an increasingly popular focus of innovation initiatives, particularly as corporates demand solutions to support a remote workforce. Barclaycard Debuts V-Card For Expense Management.

Cards 286

Cards Innovation Management Payments 286

Perficient

FEBRUARY 17, 2021

In this blog, we will explore Boomi’s EDI Management Platform and how you can get started with modernizing your EDI network. Boomi’s B2B/EDI Management Platform capabilities. Trading Partner Reporting Portal : The new Boomi portal provides authorized users essential EDI documentation.

Management 340

Management Customer Experience Technology Innovation 340

Perficient

SEPTEMBER 29, 2020

The Forrester Wave report identifies Perficient as one of “13 providers that matter most…” Says the report, “Reference clients praised the firm’s ‘proficiency in all aspects of the technology stack.'” The report examines implementation service providers for their work with DPA technologies.

Report 340

Report Analysis Strategy Technology 340

Perficient

MARCH 1, 2021

Managing an analytics ecosystem for an organization is a mission critical responsibility. While a Cloud approach tremendously reduces the maintenance overhead, there are still several areas that a managed service provider can help you with.

Analytics 322

Analytics Management System Data 322

PYMNTS

DECEMBER 7, 2020

Digital B2B payments innovations as diverse as machine learning (ML) automation, cloud-based enterprise resource planning (ERP) systems and virtual cards are gaining unprecedented traction as businesses move to build sustainable B2B payments operations outside of th e office. RLJ Financial On Managing B2B Spend With Virtual Cards.

Management 268

Management Cards Company Innovation 268

PYMNTS

DECEMBER 28, 2020

Travel and cost management company Navisteps has notched $1 million in a pre-seed round, with investment originating from angel investors, Phocuswire reported. While expense and travel management solutions are not new, they traditionally target large enterprises.

Management 251

Management Report Data Innovation 251

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. In addition, Monese adopted Thought Machine’s cloud banking platform. Monese Adopts Thought Machine’s Cloud Banking Platform.

Innovation 301

Innovation Technology Fintech Payments 301

PYMNTS

FEBRUARY 10, 2020

PSCU has appointed Denise Stevens as senior vice president and chief product officer, while Scott Young will head the product delivery leadership team as vice president of innovation, PSCU announced today (Feb. Stevens will oversee product delivery and management, as well as its innovation teams. Young will report to Stevens. “We

Innovation 210

Innovation Leadership Washington Cards 210

Perficient

FEBRUARY 22, 2021

Throughout 2020, leading Industry analyst firms Forrester Research, Gartner and IDC have included Perficient in their reports. We begin by highlighting the “Best of 2020” report inclusions that recognized our expertise and kept Perficient top of mind. Inclusion in top reports is not a given. We launched Get Supply Chain Right!

Report 309

Report Study Leadership Industry 309

PYMNTS

OCTOBER 10, 2019

Bank of America (BoA) may have hired a treasury product manager to work with Ripple. This role leads the product management team for the Ripple Project, a decentralized ledger technology-based solution to cross-border payments marketed to [global transaction services (GTS)] clients,” the job listing read. “The

Management 191

Management Report cryptocurrency America 191

PYMNTS

AUGUST 11, 2020

consumer cards at American Express, said that as the company rolls out its new credit management tool, it is cognizant of the newfound financial challenges facing many consumers amid the pandemic. “We Consumers interested in the new credit score management tool can establish an account at no charge via the MyCredit Guide.

Tools 320

Tools Management Resources Cards 320

PYMNTS

DECEMBER 9, 2020

Managing credit risk used to be a reactive process. Bank customers would fall behind on their payments, and their banks might react by imposing fees or having a case manager work with them to bring their accounts back up to speed. In severe cases, banks might have to take the drastic measure of closing accounts altogether.

How To 245

How To Management Report Strategy 245

PYMNTS

OCTOBER 14, 2020

Spend management was the focus of innovation in the commercial card space this week thanks to partnerships and investments in firms aiming to help companies keep track of expenses. Monitoring fuel purchases through both cost and location is a valuable tool for fleet managers to prevent fraud and protect margins.”.

Management 238

Management Cards Innovation Fraud 238

PYMNTS

JANUARY 24, 2021

Bloomberg reported. billion, Bloomberg reported, citing an unnamed source. Conditions could become modified or discussions might not lead to a deal since an arrangement is not set in stone, Bloomberg reported. Payoneer is supported by investors such as Viola Ventures, Ping An, Greylock Partners, TCV and Wellington Management Co.

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Report America Google National 314

Perficient

NOVEMBER 24, 2020

The second half of 2020 has been an exciting period for our Microsoft team, with Forrester listing us in four reports that relate to capabilities within our Microsoft practice. The New Wave report differs from Forrester’s traditional Forrester Wave report in the way that it only assesses emerging technologies (such as computer vision).

Report 362

Report Strategy System Technology 362

PYMNTS

JANUARY 14, 2021

The Saudi Arabian Monetary Authority (SAMA) is introducing an open banking policy to advance digital innovation in the financial services sector. Aside from providing banking customers in the Kingdom with a way to securely manage and share financial data, open banking will also give people access to custom products and services.

Innovation 225

Innovation Policies User Experience Security 225

PYMNTS

JANUARY 14, 2021

Sweep , which works in expense and travel management for small- to medium-sized businesses (SMBs), announced Wednesday (Jan. million) in investments and grants this year, according to a report from EU-Startups. The company's most recent funding round in December raised 280,000 euros (about $341,000), the report stated.

Tools 166

Tools Management Innovation Report 166

PYMNTS

OCTOBER 7, 2020

Smaller companies were the focus of innovation in the commercial card space this week thanks to new cards designed for small and medium-sized businesses (SMBs). This week’s commercial card innovation tracker includes the launch of business cards by American Express and Amazon in addition to one by Wyndham Hotel & Resorts and Barclays.

Cards 248

Cards Innovation United States Branding 248

PYMNTS

NOVEMBER 9, 2020

percent — or nearly $50 billion — for example, CNBC reported. The business travel arena is another area of major spend reduction, with Amazon revealing that it has spent $1 billion less in travel expenses since the coronavirus crisis hit, CNBC said in a separate report. Virtual Cards And Mobile Technology. While losses climbed from $5.7

Innovation 255

Innovation Fintech Payments Mobile 255

PYMNTS

JANUARY 15, 2021

EedenBull , which works with payment and spend technology, has a new agreement with National Australia Bank (NAB) in which the bank will let its small- to medium-sized business (SMB) users access EedenBull’s payment and spend platform, according to a report from Finacial IT.

Management 172

Management National Regional Analysis 172

Perficient

OCTOBER 30, 2024

Pursuant to requirements and authorities outlined in the Anti-Money Laundering Act of 2020 (the AML Act), FinCEN is also taking several steps to create the necessary regulatory and examination environment to support AML/CFT-related innovation that can enhance the effectiveness and efficiency of the Bank Secrecy Act (BSA).

Regulation 221

Regulation FDIC Compliance Innovation 221

Perficient

AUGUST 4, 2024

Customer Relationship Management (CRM) Enhancement Financial organizations can enhance their CRM systems by integrating them with Azure Logic Apps, Azure Functions, and Azure Service Bus. Regulatory Reporting and Compliance Automation Compliance reporting is often a resource-intensive process.

Industry 467

Industry Compliance Examples Risk Management 467

PYMNTS

MARCH 2, 2020

It’s really difficult, the banking ecosystem is not fast and that’s just reality,” Jim McCarthy, industry expert and former innovation head for Visa, told Karen Webster in a recent conversation. The Headwinds Creating The Innovations Gap . According to the latest edition of the Innovation Readiness report, only 22.3

Innovation 222

Innovation Data System Mobile 222

PYMNTS

OCTOBER 11, 2019

Salesforce is rounding out its offering for online sellers with the addition of Lightning Order Management, reports in Retail TouchPoints said this week. The publication reported Thursday (Oct. The solution is expected to go live in February 2020, reports said.

Management 177

Management Tools Online Meeting 177

PYMNTS

NOVEMBER 25, 2020

Peer-to-peer (P2P) payment apps have become particularly appealing to consumers during the COVID-19 pandemic, with P2P app Zelle reporting rises in the number of transactions and transactions’ values in recent months. PYMNTS’ data revealed that many consumers are now seeking real-time access to their funds, with 35.2 About The Tracker.

Report 260

Report Trends Payments United States 260

PYMNTS

DECEMBER 19, 2018

While quick-service restaurant (QSR) managers and customers might view the same menu, they might not always be on the same page when it comes to technology and innovation. However, a look at recent data found that many QSRs are not exactly quick to implement customers’ preferred innovations.

Innovation 123

Innovation Management America Customer Experience 123

Javelin Strategy & Research

NOVEMBER 8, 2024

Banner Section Home Rss.xml Annual Trends Reports Javelin's experts dive into the digital financial services trends and predictions they see coming in the new year. With one report per practice area, we offer strategic insights across Digital Banking, Fraud & Security, Payments, and Wealth Management.

Trends 40

Trends Report Fraud Digital Banking 40

PYMNTS

SEPTEMBER 22, 2020

Bank in order to integrate the former’s travel and expense management platform with the latter’s U.S. Bank Instant Card, in order to boost expense management for corporates, according to a press release.

Management 175

Management Cards Analytics Mobile 175

Independent Banker

OCTOBER 1, 2022

Every year, ICBA surveys the industry and its members to identify their top concerns as part of its innovation strategy. Our bankers face both challenges and opportunities as they work to stay ahead of cybercriminals, paying attention to innovative solutions and partners to mitigate cyber risk. Network security monitoring. Governance.

Innovation 139

Innovation Community Bank Training Community 139

PYMNTS

APRIL 29, 2020

The April 2020 New Payment Flows edition of PYMNTS’ Credit Union Innovation Playbook series, a PSCU collaboration, looks into the credit union (CU) space at a pivotal moment: Many concepts, from eating to shopping to traveling and, of course, how we pay, have changed forever. CUs value innovation that benefits members.

Innovation 152

Innovation Payments Millennials Survey 152

PYMNTS

MARCH 4, 2020

The time and effort lost manually filling in information, sorting through receipts and documents to track down missing details and ensuring each claimed item falls within companies’ standards stresses workers as well as the expense managers who must check each field. Bringing Innovation to a Traditional Industry.

Management 141

Management Technology Analytics Resources 141

Perficient

NOVEMBER 8, 2024

Federal Reserve The largest of the federal banking agencies, the Federal Reserve has four regional federal reserve banks (Atlanta, Boston, New York and San Francisco) set up offices to study financial innovation with AI. Implementation of Risk-Management Practices and Termination of Noncompliant AI AI policy and review process.

Regulation 221

Regulation Risk Management Policies Compliance 221

PYMNTS

OCTOBER 16, 2020

A managed security services provider h as also con cluded a $53 million Series B round to help accelerate research and development of its cloud security technology, among other uses. Venture capital funding landed at accounts payable (AP) and cybersecurity technology firms, among other innovators that raised money this week.

Innovation 174

Innovation Capital Security United States 174

Perficient

NOVEMBER 1, 2024

In November 2022, the Treasury Department explored opportunities and risks related to the use of AI in its report assessing the impact of new entrant non-bank firms on competition in consumer finance markets, for which the department conducted extensive outreach.

Regulation 221

Regulation US Community National 221

Perficient

NOVEMBER 4, 2024

After receiving significant industry-provided feedback, in May 2024, the Technology Advisory Committee of the CFTC issued a report on Responsible Artificial Intelligence in Financial Markets. The report recommended that the agency develop a sector-specific AI Risk Management Framework.

FDIC 221

FDIC Regulation Risk Management Compliance 221