Perficient

MARCH 23, 2021

Previously , I outlined the data that can be reported with the FR 2052a Complex Institution Liquidity Monitoring Report. My next blog will review the tools that can be used to help with reporting. 2052A Regulatory Calculations are available from Oracle FS Liquidity Risk Management. Automated tools include the following.

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Report Tools Risk Management Data 294

Perficient

SEPTEMBER 29, 2020

The Forrester Wave report identifies Perficient as one of “13 providers that matter most…” Says the report, “Reference clients praised the firm’s ‘proficiency in all aspects of the technology stack.'” The report examines implementation service providers for their work with DPA technologies.

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Report Analysis Strategy Technology 340

Perficient

NOVEMBER 24, 2020

The second half of 2020 has been an exciting period for our Microsoft team, with Forrester listing us in four reports that relate to capabilities within our Microsoft practice. The New Wave report differs from Forrester’s traditional Forrester Wave report in the way that it only assesses emerging technologies (such as computer vision).

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Report Strategy System Technology 362

Perficient

FEBRUARY 22, 2021

Throughout 2020, leading Industry analyst firms Forrester Research, Gartner and IDC have included Perficient in their reports. We begin by highlighting the “Best of 2020” report inclusions that recognized our expertise and kept Perficient top of mind. Inclusion in top reports is not a given.

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Report Study Leadership Industry 309

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.

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Compliance Technology Operations Risk Management 195

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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Management Security Policies Data 348

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.

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cryptocurrency Regulation Management Bitcoin 332

PYMNTS

JANUARY 7, 2021

Bitcoin hit more than $37,700, a new record high that helped drive the cryptocurrency market beyond $1 trillion, CNBC reported on Thursday (Jan. Since the start of 2021, the cryptocurrency market is up 29 percent, and in the past 12 months, it is more than 380 percent higher. 6) and trading above $1,200, CoinDesk reported. .

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Bitcoin Marketing cryptocurrency Retail 332

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. Only 2% reported a significant deterioration in some CRE segments.

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Lending Trends Risk Management Management 221

Perficient

OCTOBER 26, 2020

Perficient was listed in Forrester’s recent report, “The Forrester Wave : Digital Process Automation Service Providers, Q3 2020, The 13 Providers That Matter Most And How They Stack Up.” Market Presence. Consulting offerings that cover strategy, user experience, and change management, along with technology. Why Perficient.

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Report Strategy US User Experience 294

Perficient

MAY 5, 2022

IDC recently included Perficient in the “Loan Collections-Recovery” category of its “ Market Glance: Worldwide Consumer & Small Businesses Lending Digital Transformation Strategies, Q2 2022 (Doc # US49009422, April 2022).” The IDC Market Glance offers an overview of the landscape for consumer and small business digital lending.

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Lending Strategy Marketing Big Data 354

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.

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Risk Management Management Lending Capital 195

PYMNTS

DECEMBER 7, 2020

Social Finance (SoFi), a San Francisco-based online lending startup, is holding talks about selling to a blank-check acquisition company, Reuters reported, to help it debut on the stock market. It has also begun work in stock trading and cash management accounts.

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Report San Francisco Lending America 269

Perficient

JULY 18, 2024

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.

Management 221

Management Data Customer Experience Innovation 221

PYMNTS

NOVEMBER 15, 2020

Mobile-first fiscal management solution Fiskl has joined up with Samsung Appstack to help keep small- to medium-sized businesses (SMBs) competitive through collaborations and project management, according to a press release. The pandemic has engendered a number of new obstacles for companies.

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Samsung Management Mobile Resources 263

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. How you can streamline your financial close processes.

How To 309

How To Analytics Report Analysis 309

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.

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Management System Report Software 508

Perficient

AUGUST 4, 2024

Azure Integration Services provide the scalability required to handle varying workloads, ensuring businesses adapt quickly to changing market conditions without compromising performance. Regulatory Reporting and Compliance Automation Compliance reporting is often a resource-intensive process.

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Industry Compliance Examples Risk Management 467

PYMNTS

OCTOBER 6, 2020

For small- to medium-sized businesses (SMBs), better cash flow management through mobile app? To that end, Monit said last week that it is rolling out its mobile finance platform to help give smaller firms more visibility into cash flow management. The app works across browsers deployed across tablets, mobile devices or desktops.

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Management Mobile Software Tools 296

Gonzobanker

FEBRUARY 13, 2025

Product design/pricing, investments, marketing strategies, and almost everything else require some sort of data element. The McKinsey report also found that most companies do not use 40% of the reports created for a significant length of time. That is an investment that requires management from every leader at the bank.

Data 78

Data Management Strategy Study 78

Perficient

JULY 1, 2020

Forrester has included Perficient in its Now Tech: Oracle Apps Implementation Services Providers, Q2 2020 report. Within the report, Forrester examined implementation service providers for their work with Oracle Cloud apps including ERP Cloud, EPM Cloud, and HCM Cloud as well as legacy-oriented apps like PeopleSoft and E-Business Suite.

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Training Report Analytics Resources 452

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.

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Operations Industry Compliance Management 474

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.

Cards 195

Cards How To Fraud ATM 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. The report states that it [digital assets] is “a blossoming asset class that has become too large to ignore.” Bank of New York Mellon. Northern Trust.

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cryptocurrency Marketing Bitcoin America 309

PYMNTS

OCTOBER 3, 2020

Customer service should be fit for a king," Burger King exclaimed in a video about the guerilla-marketing campaign. Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. Even our old friends.".

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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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Management Cards Company Innovation 268

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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Strategy Guidelines Management Operations 195

Perficient

FEBRUARY 11, 2021

AI is programmed intelligent software or hardware that can learn and solve problems and has forecasted growth of 54% this year in the software market worldwide. It continues to be adopted across various industry and technology verticals – including product information management (PIM). Why it’s Important to Perficient.

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Software System Management Analytics 508

PYMNTS

OCTOBER 21, 2020

As reported this week, J.P. Those latter two firms have been in the in-store POS market for quite some time (Square, for example, since 2009). The new service/reader (the reader costs about $49.95, according to reports), termed QuickAccept, will let funds settle to merchant accounts within the same day, known as “fast funding.”

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Marketing Maine Cards Payments 306

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.

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Online Management Retail Study 279

South State Correspondent

AUGUST 22, 2023

If one product is the future of banking, it is treasury management. In this article, we detail the five steps to building a treasury management strategy, provide some tools to execute those steps, and then provide a complimentary survey to assess your strengths and weaknesses. It starts by targeting the right customers.

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Management Community Bank Survey Community 195

Perficient

FEBRUARY 18, 2021

Integrated reporting: With ORC, organizations now have the ability to have all available HR data housed within one reporting tool. Reports can seamlessly include data across different functional HR areas. But what about the internal labor market?

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Data User Experience Tools Mobile 497

Perficient

AUGUST 3, 2023

Institutions can use their data to tailor LLMs and maintain an acute pulse on their numbers, giving them an invaluable awareness of where they stand in the market against competitors.

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Industry Risk Management Customer Experience Fraud 83