Bank Innovation

MARCH 19, 2020

For insights into these questions, Bank Innovation and INV Fintech, its sister banking innovation services platform, will present a special Zoom meeting on […]. How will banks and startups work together?

Meeting 293

Meeting Fintech Innovation Customer Experience 293

Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

Perficient

JUNE 17, 2020

This has never been more critical, as our clients continually need to adapt and innovate rapidly to meet today’s unprecedented environment. trillion (USD) in 2023 with outsourcing contributing to 60% of market growth.

Software 617

Software User Experience Meeting Resources 617

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. We can help you set up stress testing that's right for your loan portfolio.

Lending 221

Lending Trends Risk Management Management 221

PYMNTS

DECEMBER 7, 2020

Some studies show that 80 percent of all buyer-supplier transactions could be digital by 2025, in fact, increasing the pressure on businesses to adopt digital B2B solutions — or lose their competitive edge in the rapidly shifting market. RLJ Financial On Managing B2B Spend With Virtual Cards.

Management 268

Management Cards Company Innovation 268

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

MARCH 7, 2021

In this blog, we’ll cover some of the biggest announcements around meetings, chat, collaboration, and calling from Ignite. Meeting Updates. With this new update, your meeting layout will auto-adjust based on who turns on their video, starts speaking, or begins to present content. Dynamic View. Image provided by Microsoft.

Meeting 508

Meeting Video Compliance Operations 508

Abrigo

FEBRUARY 14, 2024

Find commercial real estate risks in the loan portfolio Sound risk management practices in commercial real estate lending help lenders manage CRE credit losses and protect the portfolio's profitability. LISTEN Takeaway 1 Effective CRE risk management involves adapting to changing market fundamentals to avoid excessive loan losses.

Risk Management 195

Risk Management Management Lending Capital 195

PYMNTS

OCTOBER 3, 2020

Brands have flocked to social media in an attempt to meet their consumers where they are and display a different side of themselves. Customer service should be fit for a king," Burger King exclaimed in a video about the guerilla-marketing campaign. And while we're not perfect, we do our best to help everyone. Even our old friends.".

social media 304

social media Marketing Branding Video 304

Perficient

FEBRUARY 25, 2021

When management disagree on CX goals, priorities or projected impact, delivery teams are left holding the bag. Explore our Strategy and Consulting practice to learn how we’re partnering with CX leaders to meet unforeseen challenges and enable change as never before. Barrier 3: Lack of Alignment. Heels dug in.

Meeting 309

Meeting Customer Experience Branding Leadership 309

South State Correspondent

JUNE 20, 2024

Banks don’t have enough product managers. A manager may oversee the operation of a product, but few banks have product managers who drive product development and performance. This article further explores what it means to be a bank product manager. What is Bank Product Management?

Management 195

Management Training Strategy Compliance 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. However, compliance risks often present significant challenges for financial institutions managing complex investment portfolios.

Compliance 195

Compliance Technology Operations Risk Management 195

South State Correspondent

JUNE 25, 2024

In a previous article [ here ] we discussed why community banks need product managers to ensure that financial products and services are effectively developed, launched, and managed to meet customers’ evolving needs and the bank’s risk and profitability goals. This makes the product easier and faster to implement.

Lending 195

Lending Management Community Bank Community 195

Perficient

JANUARY 4, 2022

According to CoinGecko, the cryptocurrency market is worth more than $2.35 Although this market seems promising, the potential for big gains does not come without hefty risk. Bank customers with a custody solution that “meets the highest security, compliance and regulatory standards.”. Northern Trust.

cryptocurrency 309

cryptocurrency Marketing Bitcoin America 309

PYMNTS

JANUARY 12, 2021

12) in unveiling the company’s new Loyalty Management product. Loyalty Management allows companies across industries to evolve their loyalty programs from transactional to human-centric by delivering personalized, relationship-building moments to each customer,” Schmaier said. Online Holiday Sales Topped $1 Trillion . On Tuesday (Jan.

Online 279

Online Management Retail Study 279

Abrigo

MAY 20, 2022

Meet Model Risk Management Expectations Updates to the FDIC Risk Management Manual should steer institutions toward a model that manages risk and drives growth. Takeaway 1 Aside from meeting examiner expectations, proper model risk management can protect your institution from unnecessary risk. . FDIC Update.

Risk Management 195

Risk Management Management FDIC Meeting 195

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

Perficient

JULY 1, 2020

It segments each vendor by market presence and capabilities. The report names Perficient as a small (<$200 million in Oracle apps services revenue) consultancy with vertical market focus in energy, healthcare, and manufacturing. Manage business disruption. Foster innovation. Why Perficient?

Training 452

Training Report Analytics Resources 452

Payments Dive

JUNE 14, 2019

Companies around the world work with partners to build, launch, and manage complete platforms, customizing systems to meet evolving market demands. executing on revenue goals — to build their businesses. But it’s more than just a business.

Mobile 294

Mobile Community Meeting Payments 294

Perficient

FEBRUARY 24, 2021

He implemented a metric-driven management system that saw revenue rise 15 percent and profitability quadruple in his first year. Meet the Hosts. Seeing the world through your customer’s eyes is the best way to meet their needs. In 2016, Jon joined fan and light maker Big Ass Fans as its first chief operating officer.

Branding 441

Branding Case Study Digital Strategies Strategy 441

Perficient

AUGUST 11, 2020

As the new normal emerges, there will be a broader role for digital coordination and management in healthcare, encompassing more than just virtual visits. Meet call center demand… at scale. Learn more by downloading our guide, Rapid Response Technology Solutions for COVID-19. Cultivate rapid, tailored outreach powered by CRM.

Resources 553

Resources Guidelines Policies Technology 553

South State Correspondent

SEPTEMBER 12, 2024

In this article, we look at a counterintuitive strategy when managing CDs to increase deposit performance. Simplify When Managing CDs A couple weeks ago, we discussed how best to leverage odd-month CDs and how best to use “specials” effectively ( HERE ). Their deposit performance is in the top 10% of all banks.

Management 195

Management Community Examples Marketing 195

Perficient

FEBRUARY 27, 2025

By adopting these strategies, banks can better manage the dynamic risk and regulatory environment , ensuring compliance while maintaining competitiveness and customer trust. By integrating financial services into non-financial platforms, banks can tap into new markets and customer bases, generating additional revenue.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Perficient

SEPTEMBER 9, 2020

For B2B organizations, this means rethinking the way you buy, sell, market, and service your products and examining your go-to-market channels. Is your current go-to-market strategy really working for your customers, or are you forcing them to do business the way you want them to do business? Having the Right Technology.

Resources 340

Resources System Marketing Strategies Strategy 340

South State Correspondent

FEBRUARY 22, 2023

With loans, it’s hard to discern expert-level skills unless you know the market and the credit. Non-Expert Deposit Pricing Management – How To Destroy Bank Franchise Value The best way to quickly destroy value is to peg a deposit product to an index such as SOFR, Prime, Fed Funds, or Treasuries. Deposits, however, are pure.

Management 195

Management Marketing Branding Strategy 195

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

Perficient

JULY 29, 2020

Deaths and hospital admissions are well above normal levels, requiring emergency response measures to manage and care for thousands of patients. Thereafter, the long-term environment is now fully primed for digital health’s more central, dynamic role in meeting consumers’ evolving healthcare expectations.

Meeting 365

Meeting Resources Technology Management 365

South State Correspondent

JANUARY 26, 2025

There are three main considerations that bankers need to analyze to determine if the risk/reward profile of fixed rate loans is adequate in todays market. Therefore, in todays market banks maximize yield and minimize risk by keeping loan duration short. Those same banks will reprice the loan to current market rates.

Community Bank 195

Community Bank Community Lending Marketing 195

Abrigo

APRIL 15, 2022

ALM & Measuring Liquidity Risk at Banks and Credit Unions Regulatory agencies expect financial institutions to manage liquidity risk using processes and systems commensurate with the complexity, risk profile, and scope of operations. Liquidity: capacity to meet obligations at a reasonable cost. Defining Liquidity.

Management 195

Management Meeting Risk Management Operations 195

Perficient

SEPTEMBER 24, 2020

As a proud inRiver partner with years of expertise in the product information management field , Perficient is proud to announce our sponsorship and involvement with inRiver’s PIMpoint Digital 2020. Schedule a Meeting and Strategize with Our Experts. schedule a meeting ?with with our experts. . Join Our Session.

US 294

US Strategy Meeting Management 294

Perficient

AUGUST 18, 2022

In addition to being able to offer investment advice, a good financial advisor can offer personalized budgeting, debt management, and saving strategies to help clients achieve their financial goals. Fees are usually calculated based on how much money an advisor manages for a client, ranging from.25%

Millennials 473

Millennials Management Tools Strategy 473

South State Correspondent

JULY 24, 2024

There have been many a banker who has said they want to offer a high-yield account because the “higher interest expense is just like paying marketing costs.” However, the majority of customers require a referral, a marketing effort and a sales effort to bring them in the door. Not bad, but not great.

South Carolina 417

South Carolina Marketing Capital Idaho 417

Perficient

OCTOBER 20, 2020

The goal of each business is to meet and exceed customer expectations by accurately fulfilling orders even when against extreme demand. Working within outdated, limited supply chain models can cause suboptimal inventory management due to a lack of data correlation and system integrations between suppliers, carriers, and consumers.

System 324

System How To Customer Experience Meeting 324

Perficient

SEPTEMBER 29, 2020

The world is quite a different place than it was six months ago, and with the 2020 holiday season fast approaching, the pressure is on to meet revenue goals in what’s been an uncertain year. Ways to identify and meet changing customer expectations, wants, and needs. Missed the webinar? Jim, please introduce yourself.

Marketing 294

Marketing Branding Data Industry 294

Perficient

JULY 31, 2020

As organizations continue daily adjustments in response to pandemic-related market shifts and customer expectations existing internal alignment challenges compound. ” Stay with me here… Any strategic or transformation initiative must, at its foundation, be built upon the basics of change management. In short, progress.

Digital Strategies 373

Digital Strategies Meeting Tools Strategy 373

Perficient

SEPTEMBER 22, 2020

Companies that are trying to understand what they need to meet their demands are looking into Inventory Controls. Inventory Control Practices meet the following business requirements: Accuracy of Inventory Valuation for Investors and Lien Holders. Managers wanting visibility and understanding of their operations.

Resources 332

Resources Operations Meeting Management 332

Abrigo

MARCH 21, 2023

You might also like this video on managing interest rate risk. Takeaway 2 Some banks and credit unions were late movers and are now scrambling to lock in funding for the short term to meet liquidity and capital needs. Stay up to date with Abrigo advisors' ideas for managing interest rate risk. 1, 2022, to the current day.

Risk Management 195

Risk Management Management Strategy Lending 195