Bank Innovation

JANUARY 29, 2020

To meet the demands of this growing industry, the University of Toronto’s School of Continuing Studies is partnering with education services company Trilogy to launch […].

Meeting 364

Meeting Fintech Google Study 364

Perficient

FEBRUARY 7, 2021

According to the authors, products and brands that incorporate multiple elements into their offers are more effective in meeting expectations. A study published by MIT Sloan Management Review found that expectations exist within a “zone of tolerance” — territory within which customers accept less-than-perfect performance.

Meeting 348

Meeting Customer Experience Branding Innovation 348

Perficient

JUNE 24, 2020

Enterprise Performance Management (EPM) cloud roadmaps are expanding rapidly across organizations and industries. It’s becoming more and more common to see multiple cloud EPM applications being implemented; Oracle Planning, Oracle Financial Consolidation and Close, Oracle Profitability and Cost Management, etc.

Management 332

Management Data Meeting Policies 332

Perficient

FEBRUARY 18, 2021

You have been looking to move to the cloud and have decided that you need a managed service provider to assist you. Who should your managed service provider be, and where should you host your solution on? In this blog, we will explore Microsoft Azure and its strengths as a managed services solution host. How We Can Help You.

Management 322

Management Analytics Compliance Meeting 322

Perficient

JANUARY 9, 2021

In today’s blog, we’ll cover some of the biggest updates around meetings, calling, management, and even security and compliance released in late December/early January! . End of meeting notifications. Another small change you may have noticed towards the end of your meeting is the end of meeting notification.

Video 532

Video Meeting Community Management 532

Perficient

OCTOBER 10, 2020

In this article, I’ll highlight some of the biggest Teams management capabilities announced during Microsoft Ignite! . Luckily for you, Microsoft is bringing bulk policy assignment to the Teams Admin Center to make management a breeze! Device Management. Device Management Auto Alerting. Policy Bulk Assignment.

Management 309

Management Analytics Policies Survey 309

Perficient

DECEMBER 16, 2020

For one of our clients, a major telecommunications company, their existing supply chain and inventory management processes had been effectively supporting their core business. To handle this growth in complexity, their warehouses needed to implement and integrate with a warehouse management system (WMS).

System 309

System Management United States Groups 309

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

SEPTEMBER 22, 2020

New calling features (including walkie talkie mode), way more interactivity in meetings, new meeting room experiences including, updates to power platform in teams, virtual healthcare electronic health record. Advanced AI for content management. Project Cortex is now SharePoint Syntex.

Analytics 593

Analytics Meeting Video Data 593

Payments Dive

JANUARY 26, 2023

At the card giant’s annual meeting Tuesday, CEO Al Kelly showed no signs of backing off crypto. He also suggested Visa’s management team may change after he exits as CEO.

Meeting 468

Meeting Cards Management 468

Perficient

FEBRUARY 13, 2021

This new Teams Pro service plan will consist of new webinar and ‘meeting intelligence’ capabilities in the Teams client. New Revised In-meeting Share Experience. Starting late March (previously mid-February) through the end of April, Microsoft will begin rolling out the new revised share experience in Teams meetings.

Meeting 520

Meeting Policies Groups Training 520

PYMNTS

NOVEMBER 18, 2020

This means providers — doctors who likely went to medical school with the goal of treating patients — have been thrust into the unfortunate job of being accounts receivable (AR) managers and bill collectors. What the companies managed to build is a one-of-a-kind credit card ready to roll wherever Visa is accepted.

Meeting 312

Meeting Payments Cards System 312

Perficient

MARCH 10, 2021

podcast , we interview Jeff Small, Director of Mobile Product Strategy at Perficient about the evolution of digital product management and how organizations can think about digital products as a transformational strategy. Meet the Hosts. Seeing the world through your customer’s eyes is the best way to meet their needs.

Strategy 493

Strategy Digital Strategies Customer Experience Leadership 493

Perficient

MAY 12, 2023

Supporting mostly large financial services firms, he is certified in the Scaled Agile Framework (SAFe), is a Scrum Master, and is a Six Sigma Green Belt project manager. Lin Eshleman Lin Eshleman has been a member of Perficient’s Supply Chain team since 2021. Industry 4.0

Management 275

Management Industry Innovation Operations 275

Perficient

DECEMBER 3, 2020

In this blog, we’ll cover some of the biggest updates announced this month around Teams meetings, calling, and collaboration! With this new enhancement, Microsoft has implemented real-time noise suppression which automatically removes unwelcome background noise during your meetings. Polls in Teams Meetings.

Meeting 520

Meeting Survey Video Conference 520

Perficient

FEBRUARY 9, 2021

In marketing and design circles we often measure success in terms of meeting customer expectations. The expectations-meeting business is notoriously tricky. If this sounds like you, read on as we explore the art and science of expectations in the first of this three-part series.

Meeting 309

Meeting Customer Experience Millennials Branding 309

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

JANUARY 25, 2021

The company is betting that all kinds of companies — from FinTechs to eCommerce providers to wealth management platforms and iGaming operators — will adopt PayDirect to facilitate account verification, instant account funding, online payments and instant withdrawals. The challenge is in getting merchants and customers to try it.

Online 300

Online Meeting Payments Cards 300

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

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

Perficient

SEPTEMBER 2, 2020

Calling and Meeting Devices. When you’re the meeting organizer or presenter sometimes you need to be in the spotlight. With this latest update, meeting organizers and presenters can now lock their video for all meeting participants so they are shown as the main view. Access/Manage Visio files in Teams.

Video 539

Video Meeting Maine Mobile 539

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. Worked with one of the nation’s largest integrated managed healthcare consortiums to significantly improve customer satisfaction with new web and mobile experiences.

Software 617

Software User Experience Meeting Resources 617

Perficient

AUGUST 7, 2020

The Advanced Communications add-on will give you additional benefits around calling and meeting capabilities (which includes large meetings, meeting customization, communications integrations, and workflows) as well as the necessary tools to manage your organization’s communications policies. Customize Meetings.

Meeting 399

Meeting Compliance Tools Branding 399

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

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

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

AUGUST 2, 2020

Meetings, Calling, & Devices. Multi-window meetings and calling experiences. This new meeting experience expands on the chat pop out capabilities by allowing you to now pop out your meetings and calling as well! Direct Guest Join for Cisco Webex (and Zoom) Meeting and Devices. Image provided by Microsoft.

Meeting 340

Meeting Video Management Policies 340

Perficient

MARCH 22, 2023

In the rising interest rate environment, management had invested like an S&L executive of the 1980s and had a similar outcome. The financial institution had long-term under-water assets and short-term liabilities and couldn’t meet cash demands. SVB had over $91 billion of high-quality bonds.

Report 474

Report Regulation Capital Management 474

Abrigo

SEPTEMBER 30, 2024

DOWNLOAD Takeaway 1 Shared AML case management helps streamline processes, reduce duplication, and improve communication between fraud and AML/CFT teams. Takeaway 3 Modernizing AML/CFT programs with shared case management aligns with FinCEN's emphasis on innovation and streamlining processes.

Management 195

Management Fraud Software Compliance 195

Perficient

DECEMBER 21, 2020

The 6 Keys to Success as an Adult are: Effectively Manage your Time. Effectively Manage your Money. ” Effectively Manage your Time. This is why you need to effectively manage your time. Effectively Manage your Money. The ideal management of money is at the heart of capitalism. You are disappointed.

Management 558

Management Exercises Meeting Guidelines 558

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

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

Perficient

JULY 6, 2020

Meetings, Calling, & Devices. Speaking of Zoom killer, you may be familiar with Breakout Rooms which allows meeting organizers to split their Teams meeting participants into smaller groups to assist ideation, brainstorming, learning, and discussions. Multi-Window for Meetings & Calling. 7×7 Gallery View.

Meeting 354

Meeting Survey Mobile Management 354

Abrigo

AUGUST 19, 2024

Takeaway 2 Failing to meet FFIEC compliance standards can have serious consequences for banks and credit unions. Takeaway 3 BSA compliance officers should present clear requests to their boards, outlining their needs and providing examples of the penalties that they face if they do not meet the FFIEC standard.

Resources 195

Resources Compliance Management Training 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 ).

Management 195

Management Community Examples Marketing 195

Perficient

OCTOBER 18, 2020

Prevent Attendees from unmuting in Teams Meetings. Another update slated for October , that I’m sure many are anxiously awaiting involves the ability to restrict unmuting during the meeting. As a meeting organizer, you will now be able to prevent attendees from unmuting themselves during a meeting.

Meeting 348

Meeting Policies Video Data 348

Perficient

MARCH 19, 2021

It makes my day when someone reaches out to me to say that they got a new idea from the community, applied it, and saw a positive result,” said Jennifer Rostal , project manager, ScrumMaster, and Scrum Foundations Educator. I love seeing the familiar faces and meeting the new ones during our events.”.

Community 518

Community Training Management Resources 518