South State Correspondent

APRIL 14, 2022

This week is the start of bank earnings week, and the best bankers on earth will be presenting their results. Sooner or later, you will need to present data to showcase your results. When making a data presentation, there is a boring way and an unforgettable way to do it. Data Presentation Framework. methodology.

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Data Training Examples US 195

Abrigo

OCTOBER 21, 2020

Key Takeaways Trepp's head of Commercial Real Estate Finance outlined the current CRE market and looked at the future of CRE during Abrigo's recent ThinkBIG conference. This post by Hayley Collier , Trepp's Marketing Communication Specialist, was originally published on Trepp's blog and can be found here. Credit Risk Management.

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South State Correspondent

JANUARY 22, 2025

This article presents our six-step framework for getting started, discusses using AI for strategic planning, and looks at some of its strengths and risks. The gen AI consultant can talk intelligently about leadership, bank performance, financial structuring, marketing, lending, legal, compliance, and deposits.

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South State Correspondent

OCTOBER 16, 2024

The product generates significant fees and helps drive deposit balances, yet debit cards rarely get a mention in strategy, marketing, or customer profitability circles. This is an excellent early management position for an up-and-coming banker. While there are many overlooked products in banking, the debit card is perhaps the greatest.

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Perficient

NOVEMBER 15, 2020

labor force working remotely, managing devices has become more important than ever. Luckily, Microsoft has made great advancements in device management capabilities, many of which we’ll discuss today. In this blog, we’ll go over four main areas of Endpoint Management: Creating an app deployment.

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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.

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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.

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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.

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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.

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Abrigo

JANUARY 17, 2025

One way to easily envision this, according to Abrigo Advisory Services Manager Manuel Aya, is to think of it as the value that arises from retaining depositors, and hence deposits, at an institution versus needing to go into the open market to fund activities. This could reduce the intangible value of deposit-related assets.

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South State Correspondent

JANUARY 14, 2025

Last years worries of deterioration in labor-market conditions have evaporated and the Fed is still harboring concerns about elevated inflation risks. How Forecasts Get It Wrong Currently, the futures market is pricing in just one quarter point Fed Funds cut in 2025 (in July). The current forward curve is almost a straight line.

Management 195

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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.

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Perficient

MARCH 17, 2025

Our experts have identified the most impactful trends across banking , wealth and asset management , and payments. This blog brings together these insights, presenting the top financial services trends for 2025.

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Trends Analytics Compliance Strategy 221

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. .

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South State Correspondent

APRIL 9, 2025

At present, we track 150+ AI agent platforms that households and business can use right now to manage banking products. With the rise of autonomous agents acting on behalf of userswhether individuals using AI assistants or businesses employing agents to manage financesbanks need to rethink their digital architecture.

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South State Correspondent

MARCH 4, 2025

We have adapted it for banking and the modern AI era and present the framework in the following steps: State, Structure, Solve, Stress Test, and Sell. Bankers are problem solvers, so when presented with a half-thought-out problem, they will quickly jump to a possible solution that may or may not solve the true problem. or geography.

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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.

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Meeting Video Compliance Operations 508

South State Correspondent

FEBRUARY 12, 2025

Why many banks assumed four rate cuts at the end of 2024 and start of 2025, the market, and hence most banks) are now assuming zero to two. Tight supply in most commercial credit sectors such as office and retail, has helped improve both the probability of default and the loss given default in most markets.

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Trends Community Bank Capital Industry 195

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

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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.

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Conference Marketing social media Data 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.

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Strategy Management Policies Lending 195

South State Correspondent

MARCH 19, 2025

These leaders have risen to the top of their previous organization and proven their value to the market by having a successful sale of their bank thereby quantifying the definitive value creation. You might work for this type of manager, but it is doubtful that you are going to try all that hard consistently to excel.

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Leadership How To Las Vegas Management 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.

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Mobile Management Fraud Online 245

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

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.

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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?

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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!

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Operations Tools Strategy How To 309

Gonzobanker

DECEMBER 5, 2024

With this cash infusion and a new management team, the sky was the limit for the digital banking solution. Over the years, a hardware-focused company owning a digital banking solution proved to be more of a struggle with consistent client market share losses in the Digital Insight client base. appeared first on Gonzobanker.

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Digital Banking Marketing Capital Georgia 78

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

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

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.

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System Operations Data Management 332

Abrigo

FEBRUARY 6, 2025

Cannabis-related businesses (CRBs)spanning everything from cultivation to retailrepresent a market in need of lending services, from working capital to real estate and equipment loans. Get details The opportunities: Why cannabis lending may make good business sense The legalized cannabis market grew $2.6 billion in annual revenue.

Lending 195

Lending Compliance Community Software 195

Perficient

FEBRUARY 12, 2025

By focusing on these key areas, companies can effectively manage the challenges and opportunities presented by the widespread adoption of real-time payments. These changes require significant adjustments in risk management, compliance frameworks, and operational protocols. As embedded payments become mainstream, U.S.

Trends 221

Trends Payments Compliance blockchain 221

Gonzobanker

DECEMBER 5, 2024

Two deals that were very much needed in the market were Candescents (the artist formally known as NCR Voyix) acquisition by Veritas Capital in September for $2.45 With this cash infusion and a new management team, the sky was the limit for the digital banking solution.

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Digital Banking Capital UX Innovation 165

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.

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