Perficient

SEPTEMBER 14, 2020

AEM, Adobe Managed Services (AMS), and AEM Cloud Service. Consider how to integrate existing CI/CD pipelines with Adobe Cloud Manager. Cloud Manager’s limitations can have a ripple effect on code and configuration changes, e.g. possible consolidation of multiple AEM projects. Adobe offers two cloud solutions for.

Management 497

Management Strategy Analytics Meeting 497

Perficient

OCTOBER 8, 2020

With that in mind for establishing a good change/revision management with Power BI models this capability was enabled. Here is a flow of how to go about Leveraging Teams + One Drive for Business to streamline Power BI change management (simplified recommended for ease of end user adoption). pbix) files. That’ it!

Analytics 579

Analytics Management Data Security 579

Perficient

FEBRUARY 15, 2021

You’re not sure if you want to manage your cloud environment in house, or outsource it to a managed service provider, though. If you think you might not have the time to focus on proactive activities, managed services might be best for you. A managed service provider can become your single source for outsourcing.

Management 520

Management Resources Operations 520

Perficient

JANUARY 27, 2021

The Prompts Manager in Perficient’s Amazon Connect Experience (PACE) was built to handle this exact scenario. It empowers you to configure and manage your Amazon Connect prompts from a single location. . Figure 1: The Prompts Manager in PACE. The Prompt Manager allows you to add and modify three different types of prompts: .

Management 508

Management Groups Examples Branding 508

Accenture: Banking

JUNE 22, 2022

The post How to manage risk for a successful implementation appeared first on Accenture Banking Blog. The technology behind lending systems has advanced significantly in recent years, and commercial banks are keen to take advantage of those advances and improve their processes to unlock the value that modern systems can provide.

How To 465

How To Management Lending System 465

South State Correspondent

FEBRUARY 26, 2025

The post Using Forward Rate Locks to Win Customers and Manage Risk appeared first on SouthState Correspondent Division. If your bank does not have an efficient tool to offer forward rate locks, we can share SouthState Banks proven strategy with your lending team.

Management 195

Management Community Bank Community National 195

Perficient

FEBRUARY 5, 2021

This post is going to focus on getting the data and managing the instance states. Our AWS cloud experts specialize in cloud strategy, migration approach and methodolgy, big data, DevOps, and managed services. Contact us to learn more about how to get started with AWS.

Management 513

Management Data Big Data Strategy 513

Payments Dive

AUGUST 26, 2024

Gen Z and millennials were the age groups most likely to use loans and credit cards to respond to higher prices, a Federal Reserve research report said.

Report 448

Report Cards Millennials Management 448

Payments Dive

MARCH 10, 2025

The deal will allow the banking and card network behemoth expand its expense management and accounting functions for business travel.

Management 248

Management Cards 248

Gonzobanker

FEBRUARY 13, 2025

That is an investment that requires management from every leader at the bank. So, how do smarter banks manage this area well and get maximum investment return? Smarter banks start by asking, What are the key table clearing reports or insights our management team needs to significantly improve performance and customer delivery?

Data 78

Data Management Strategy Study 78

Payments Dive

MARCH 18, 2024

Soon, all payments will begin and end with software. Which innovations should companies prioritize now?

Management 397

Management Software Innovation Payments 397

South State Correspondent

OCTOBER 30, 2024

The larger, merged institution usually creates more complexity, additional management layers and requires more non-revenue producing personnel, thus negating much of the perceived cost-savings of a merger. While portfolio managers will manage 100 to 200 transactional accounts with an average relationship size of $250k to $500k.

Community Bank 195

Community Bank Community Management Operations 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.

Compliance 221

Compliance Training System Management 221

South State Correspondent

JANUARY 14, 2025

Common Sense and Skew in Asset-Liability Management Normally, politicians, especially populists, have a penchant for fiscal expansion. Action Items There should, and will be, substantial concern by asset-liability management committees about what interest rates will be do in the future.

Management 195

Management Policies Community Bank Community 195

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

Jack Henry

JANUARY 10, 2025

In an increasingly complex financial world, small businesses and large corporations face distinct challenges when it comes to managing their finances.

Management 88

Management Tools Operations Payments 88

South State Correspondent

MARCH 24, 2025

However, certain products (example, treasury management), loan features (example, strong prepayment provisions), or contractual life of a commercial mortgage can all extend the expected life of a relationship. The biggest cross-sells for a commercial mortgage are deposits and treasury management services.

Lending 195

Lending Community Bank Community Management 195

Perficient

MARCH 25, 2025

Figure out: Who gets to see what (and who definitely shouldn’t) How you’re classifying data (beyond “important” and “meh”) Where your golden records live What to do when it all inevitably goes sideways Metadata management and data lineage tracking are great, but they’re the icing, not the cake.

Data 221

Data Case Study Compliance Regional 221

Abrigo

NOVEMBER 18, 2024

Key topics covered in this post: Regulatory focus Key questons for ALCOs Governance and concentration risks Expect the unexpected Regulators 'could not be more clear' Today’s regulatory climate is turning up the heat on financial institutions when it comes to liquidity and interest rate risk management.

Risk Management 195

Risk Management Regulation Policies Management 195

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

TheGuardian

JANUARY 20, 2025

Bank is considering sale of British business amid mounting frustrations over regulation Business live latest updates Santander has rushed out a note to senior managers after it emerged that the Spanish-owned lender is reviewing the future of its UK business amid mounting frustrations over regulation.

Management 87

Management Regulation How To 87

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.

Risk Management 195

Risk Management Resources Management Marketing 195

South State Correspondent

MARCH 3, 2025

Understanding the drivers of banking consolidation is imperative when managing bank performance. These two acts took the governors off around how banks managed deposits. These acts created a competitive vortex marking a paradigm shift around the concept of bank management. In 1985, there were 14,417 FDIC banking charters.

FDIC 195

FDIC Trends Management ATM 195

Perficient

AUGUST 27, 2020

MuleSoft is one of the top integration and API management companies with a state-of-the-art approach for connecting various systems. MuleSoft is also a Gartner M agic Quadrant leader for full lifecycle API management. Manage and govern APIs and integrations. Using Runtime Manager, you can deploy your application in the cloud.

Management 520

Management System Regional Security 520

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

Trends Analytics Compliance Strategy 221

Abrigo

NOVEMBER 22, 2024

This article covers these key topics: Benefits of FRAML for risk management Potential drawbacks of the FRAML approach Factors to consider in decision-making What is FRAML? At its core, FRAML is about taking a more holistic approach to financial crime risk management. Staying on top of fraud is a full-time job.

Fraud 195

Fraud Training Risk Management Compliance 195

Abrigo

JANUARY 24, 2025

They also share tips for managing risk and pricing. As a result, financial institutions with CRE concentrations find it increasingly important to strategically manage the competitive pressures and risks related to origination, refinancing, and loan performance. Managing their current risk is vital, too.

Lending 221

Lending Trends Risk Management Management 221

Perficient

APRIL 24, 2024

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

Strategy Data Analysis Operations 440

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

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

Management System Report Software 508