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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. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.

Strategy 440
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FinTech Cloud Technology Fuels Banking Innovation

PYMNTS

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. By adopting Vault, we unlock new possibilities to deliver a seamless banking experience that will inevitably help us reach more customers.”.

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The Digitization of Supply Chain Management

Perficient

enables companies, governments, and public sector agencies to use innovative digital technologies, smart automation, and advanced analytics to transform operating processes. Digitalization and Innovation Accelerating Industry 4.0 Digitalization and Innovation Digitalization is seen as a catalyst for change. is starting.

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Visitor Management Surges As Companies Look To Safely Reopen Post-COVID

PYMNTS

Add “lobby and visitor management” to the list of tech industries that have seen a spike in demand as companies contend with an ever-changing list of COVID-19-era requirements needed to safely and swiftly move people and packages in and out of their businesses. So what our customers are asking from us today as we reopen is, ‘Hold on a second.

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AI Regulations for Financial Services: US Treasury Department

Perficient

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.

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Driving the Future of Wealth Management

Perficient

Wealth management is evolving rapidly, driven by generational shifts, changing advisor roles, new business models, regulatory demands, and a growing preference for low-cost passive products. This powerful capability equips wealth management partners to support clients more efficiently and build a competitive advantage.

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Perficient WIT Group Shares Advice for Women Taking a Job in Technology

Perficient

Collaboration is even one of our Values and it’s the driver behind the innovation we deliver for our clients. . Our size makes us a formidable force in the industry while still flexible enough to adapt — also a key driver of our successful navigation of COVID-19. . Lisa Sherwood , senior agency manager. Be Proactive.