PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. Not so long ago, linking cash account statements across far-flung systems or operations would have taken days or weeks and extensive testing to synthesize all that data into one centralized presentation.

Management 268

Management Lending System Operations 268

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. About The Playbook.

Management 268

Management Cards Company Innovation 268

Bobsguide

JUNE 24, 2020

Insurtechs are well suited to address emerging risks ignored by traditional insurers, some market participants suggest. According to Sabine VanderLinden, chief executive and managing director at Alchemy, an insurance venture validation firm, disputes over coronavirus business interruption (BI).

Management 194

Management Marketing 194

Perficient

JULY 10, 2020

Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. Revenue recovery efforts offered a necessary but insufficient first step – we urge you not to be complacent if you’re fortunate to have managed through a first wave.

US 522

US Marketing Automation Marketing System 522

Perficient

SEPTEMBER 28, 2020

Integrated marketing campaigns can be challenging to execute, however, when they are done well, these synergies can lead to marketing success. Here’s Why digital marketing video series,?Brian Brian Weiss explains why and how integrated marketing campaigns can be superior to single-channel efforts. ? ? ?. Transcript.

Marketing 309

Marketing Video Examples Branding 309

Abrigo

MARCH 25, 2022

This ALM 101 post describes the value at risk(VAR)/economic value of equity (EVE) risk perspective (long-term risk to market value of capital). Takeaway 1 Interest rate risk for financial institutions is the risk that earnings and market value may decline as market interest rates change. . It is the third in a series. .

Management 195

Management Analysis Examples Strategy 195

Perficient

MARCH 7, 2021

With this new update, your meeting layout will auto-adjust based on who turns on their video, starts speaking, or begins to present content. Presenter Mode. With this latest update, you’ll be able to change how you and your meeting content appear to your audience when presenting. Meeting Updates. Dynamic View.

Meeting 508

Meeting Video Compliance Operations 508

South State Correspondent

APRIL 22, 2024

In a few short months, stronger economic data (higher GDP, stronger job market, and stubborn inflation) changed the market’s and the Fed’s view on the future path of interest rates. The market and the Fed are now aligning on only one rate cut in 2024 – obviously this will change over the course of the year as the economic data evolves.

Marketing 195

Marketing St. Louis Analysis Study 195

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

South State Correspondent

SEPTEMBER 20, 2022

Last week, the American Banking Association (ABA) held its annual Bank Marketing Conference in Denver, receiving rave reviews. The theme was – developing your marketing superpowers. Amid the brewery networking, superhero costumes, and fun, some fantastic bank marketing lessons were had, and not just for bank marketers.

Conference 195

Conference Marketing social media Data 195

South State Correspondent

JANUARY 10, 2024

The Better Way to Calculate Value: Customers and Product If you lower deposit rates in this market, you will likely lose customers to competition that may be paying 5% or greater. If you know the cumulative lifetime value of each customer and each product, you are on the precipice of having one of the most profitable banks in the market.

Management 195

Management Examples Marketing Millennials 195

Abrigo

JANUARY 27, 2022

Higher Fed Rates Ahead: Plan Now to Manage Impact on Deposits The Fed's signal of higher interest rates reiterates the importance of financial institution ALM and deposit management strategies, policies, and programs. . Market volatility could generate another surge. However, without proper planning, the joy may be short-lived.

Strategy 195

Strategy Management Policies Lending 195

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

PYMNTS

SEPTEMBER 24, 2020

In the great digital shift , the mobile device is the point of sale — especially in Asia’s fast-growing markets. But as merchants and issuers look to enter new markets, including the Asia Pacific region (APAC), they must be mindful of the challenges posed by fraudsters.

Mobile 245

Mobile Management Fraud Training 245

Perficient

FEBRUARY 24, 2021

Always choosing to go against the grain, Jon Bostock has consistently succeeded at the toughest challenges presented by companies both large and small. He implemented a metric-driven management system that saw revenue rise 15 percent and profitability quadruple in his first year. Apple | Spotify | Amazon | Google | Stitcher.

Branding 441

Branding Case Study Digital Strategies Strategy 441

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?

Resources 340

Resources System Marketing Strategies Strategy 340

Perficient

OCTOBER 26, 2020

Regular market disruptions are commonplace and can have an adverse impact on business operations and financial forecasts. It’s critical to be aware of these market disruptions early on, so that you can act and revise financial forecasts accordingly. Come prepared with your questions for Perficient’s team. Register today!

Operations 309

Operations Tools Strategy How To 309

Abrigo

MARCH 21, 2023

You might also like this video on managing interest rate risk. Takeaway 3 Diving deeper into depositor pricing and evaluating loan pricing to ensure compensation for the risk are among strategies to manage interest rate risk. Stay up to date with Abrigo advisors' ideas for managing interest rate risk.

Risk Management 195

Risk Management Management Strategy Lending 195

Abrigo

FEBRUARY 24, 2022

Takeaway 1 Interest rate risk for financial institutions is the risk that earnings and market value may decline as market interest rates change. . As described in the first post of this series , a key component of effective asset/liability management (ALM) is managing risks. Earnings at Risk.

Management 195

Management Analysis Strategy Policies 195

Perficient

JUNE 15, 2020

On June 24, 2020, Param Singh, Perficient’s director of clinical trial operations solutions, will host a webinar on clinical trial management system (CTMS) migrations. That’s because the CTMS market is relatively mature. That’s because the CTMS market is relatively mature.

System 332

System Operations Data Management 332

Perficient

NOVEMBER 10, 2020

OneStream is a driving force that enables financial transformation and helps organizations move to the next level of corporate performance management (CPM). Join us to learn why OneStream is a market disrupter in CPM with 100% customer success and referenceability. Come prepared with your questions for OneStream and Perficient.

How To 309

How To Analytics Report Analysis 309

Perficient

DECEMBER 10, 2020

Perficient is excited to present Retail Roundtable: A Year of Change in E-commerce and Supply Chain with the Dallas Business Journal. We’ll sit down with leaders at Sally Beauty to discuss the strategies and tactics that have helped them succeed with e-commerce and supply chain management in 2020. Shifting Priorities.

Retail 322

Retail Dallas US System 322

Perficient

NOVEMBER 27, 2020

The happy hour was a hit, with presenters spanning six cultures and over thirty event participants! Our Perficient teammates each presented on their cultures and countries, sharing and storytelling about what makes them unique. ” Meet Our Presenters. Mariana Huber (Corporate Marketing) shared about her Mexican heritage.

St. Louis 322

St. Louis Community US Leadership 322

Abrigo

FEBRUARY 1, 2023

Whatever is in store, it is completely expected that the future of interest rate management requires a more realistic approach to potential outcomes. This change in approach introduces new variables in the interest rate projections that for decades have been a non-issue as we were effectively in a 0% interest rate market.

Marketing 195

Marketing Strategy eBook Policies 195

Perficient

SEPTEMBER 30, 2020

As we enter into the 2020 holiday season and great uncertainty remains around what to expect, it’s critical to map out your strategy and how to deal with the challenges that may present themselves over the next three months. Some businesses thrived, others managed to survive, and some had to close their doors.

Video 508

Video Survey Strategy Marketing 508

Perficient

MAY 15, 2023

Doing so will offer them the insights needed to tailor services and develop highly personalized products that can be presented to the most relevant customers at the right times. Institutions can also compare their customer data with external data (ie. market trend data, economic data, etc.)

Data 275

Data Conference New York City New York 275

Gonzobanker

NOVEMBER 9, 2022

New approaches to talent and technology are needed to address changes in the wealth management business model. Wealth management and trust clients are some of the most lasting and profitable relationships a bank can attract, but the banking industry is simply missing the opportunity to realize these businesses’ vast strategic potential.

Management 152

Management Community Bank Strategy Technology 152

Perficient

JULY 22, 2020

This output usually comes in a lengthy and beautiful PowerPoint presentation that brings home the key points. It forms the start of a new approach for your organizations hiring, investment, and go to market activities. Perficient has actually done well here partly because of our own go to market strategy.

Strategy 322

Strategy Technology Marketing Strategies Marketing 322

Bobsguide

MAY 26, 2022

Generation Life CEO, Grant Hackett OAM , said: “Working together with the GBST team, we have been able to improve and expand our financial technology capabilities to allow us to build out an innovative solution for the retirement income market.

Technology 148

Technology Management Innovation User Experience 148

Perficient

JUNE 30, 2020

This is in spite of the data we will present later in this report that suggests people are becoming more comfortable using voice with their devices in front of others. but it’s important for all digital marketers to understand what role voice as a form of input may play in their overall strategy.

Trends 592

Trends Mobile Survey Study 592

Abrigo

SEPTEMBER 21, 2020

Key Takeaways Financial institution executives wondering about changes in their market value premiums might need to look at the assumption used for modeling deposit servicing costs. Like clockwork, in times of low interest rates, financial institution executives have questions regarding the changes in their market value results.

Marketing 195

Marketing Study Analysis Course 195

PYMNTS

JUNE 26, 2020

In an interview with PYMNTS, Chief Operating Officer Andre Sanchez said the addressable market is a significant one. At present, he said that the company is working with more than 3,000 operators — and has scaled significantly from its beginnings nearly a decade ago. Roughly 20 million Americans move every year.

Operations 278

Operations Tools Security Management 278

PYMNTS

NOVEMBER 23, 2020

The way entrepreneurs are managing their businesses — and their businesses' finances — is changing, with complexities and pain points multiplying. Amid the market uncertainty of the pandemic, small business owners often have to do more with less, and they're expecting the financial technology solutions they use to do the same.

Mobile 265

Mobile Payments Trends Tools 265

PYMNTS

NOVEMBER 23, 2020

There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. It is an open banking platform on one level and it also is a data management platform for consumers on another. Big data, it used to be called.

Data 293

Data Innovation Big Data Marketing Strategies 293

PYMNTS

AUGUST 4, 2020

Unlike a decade ago, corporates today are flocking less to traditional trade services and more toward off-balance sheet financing tools like supply chain and receivables financing, offerings which Fraser said are resilient to economic downturns thanks to banks’ overhauled capital management strategies. An Innovation Opportunity.

Capital 310

Capital Strategy Analytics Innovation 310

Perficient

MAY 30, 2024

Representatives from all three lines of defense—operational management, risk management/compliance, and internal audit—attend to present, discuss, and learn about industry shifts that are impacting risk and regulatory compliance. Sessions include a keynote interview with former FBI director James B.

Compliance 221

Compliance Industry New York social media 221

Perficient

JUNE 11, 2020

While the presented earlier is merely an example, it is based on real PV practices of a few forward-looking marketing authorization holders. Remember the tenants of safety surveillance, but also the total risk management system. In the final installment of this blog series, I look at the future of pharmacovigilance.

Analytics 309

Analytics Risk Management System Analysis 309