Perficient

OCTOBER 29, 2024

Each year, it continues to improve, offering more relevant content, valuable industry connections, and opportunities to delve into emerging technologies. This year’s event was no exception, showcasing the importance of personalization to the customer, tech-driven relationship management, and AI-driven underwriting processes.

Industry 473

Industry Customer Experience Strategy New York 473

Perficient

AUGUST 5, 2020

Meet Some of Our Perficient Colleagues from Lafayette, Louisiana. I frequently work with the other Perficient technical consultants and business analysts on our 21-person team to ensure that we are meeting our client’s numbers and to ensure we are doing the best possible development work for our client.

Technology 441

Technology Austin Leadership US 441

Perficient

OCTOBER 8, 2020

Teams is where we all have begun to collaborate via virtual meetings, notes, lists, apps etc. With that in mind for establishing a good change/revision management with Power BI models this capability was enabled. Microsoft is enabling a similar concept in Teams. Data is the fuel, insights and KPIs drive decision making. pbix) files.

Analytics 579

Analytics Management Data Security 579

PopularBank

FEBRUARY 19, 2021

As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021. Our Wealth Management team is here to help. Relationships will continue to be key.

Meeting 98

Meeting Management Millennials Industry 98

Insights on Business

JUNE 18, 2019

In this series of blogs, we will focus on four transformative technologies with emerging risk applications that can help banks and financial institutions grow profitability and protect the enterprise. Each technology is at the start of an enormous adoption growth curve, and has been the subject of intense discussion.

Risk Management 185

Risk Management Technology Management Big Data 185

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

FICO

FEBRUARY 27, 2023

Home Blog FICO Meet The 2023 FICO Decisions Awards Winners! The entries this year reveal great advances in technology and approach as organizations become more sophisticated in the way they solve their most pressing challenges. In 2023, we have 15 winners across 10 award categories representing companies from every corner of the globe.

Meeting 98

Meeting social media Management Analytics 98

Perficient

OCTOBER 13, 2020

For these reasons companies and vendors have come to take more of a software centric approach to creating CX solutions from traditional tools such as contact center and customer relationship management (CRM) software, layering in multiple channels to capture the entire customer journey. In effect, if the contact center was 1.0 – CX is 2.0.

Technology 340

Technology Customer Experience Software Resources 340

PYMNTS

DECEMBER 7, 2020

The trouble is that many decision-makers are unsure of which of these countless innovations are right for their firms’ unique circumstances, facing mounting pressure to find technologies that can go the farthest in easing their payment pains. RLJ Financial On Managing B2B Spend With Virtual Cards.

Management 268

Management Cards Company Innovation 268

South State Correspondent

FEBRUARY 22, 2023

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. However, this doesn’t tell the whole story when it comes to deposit management.

Management 195

Management Marketing Branding Strategy 195

PYMNTS

JUNE 25, 2020

GE Appliances (GEA) has introduced what it’s calling a smart technology to improve a product’s life cycle. SmartHQ Solutions, GEA said in a Thursday (June 25) announcement , is the first solution in the industry to connect these technologies. “In GE Appliances said it has more than 450 connected appliance products across brands.

Technology 176

Technology Management Meeting Branding 176

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

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

Abrigo

NOVEMBER 13, 2024

Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. They’re borrowing more, but they’re also managing their leverage and meeting debt obligations —even as they feel the pressure of high rates. Nearly all U.S.

Lending 195

Lending Meeting Data Risk Management 195

Perficient

FEBRUARY 14, 2023

Getting Started At Perficient, we recommend that potential clients starting on the journey down the road to supply chain visibility, whether they plan on using blockchain or other distributed ledger technology or not, begin with an assessment. Is your technology working together within the firm to maximize profits while minimizing risk?

Meeting 275

Meeting blockchain Technology Strategy 275

PYMNTS

MARCH 12, 2020

A collaboration between DXC Technology and Tradeshift will attempt to work out the kinks on accounts payable (AP) and procurement functions, according to a press release. There are property managers who need to manage rent deposits and referral payments.

Analytics 142

Analytics Technology Resources Lending 142

PYMNTS

JANUARY 14, 2021

“The prospect of this technology is intriguing, both for customers and for Walmart’s last-mile delivery efforts.”. Delivery done right meets a consumer’s needs including around delivery time — with Walmart’s partnership with HomeValet described by Ward as “one of many solutions we’re testing” to make people’s lives “more manageable.”.

Meeting 165

Meeting Arkansas Retail Millennials 165

FICO

JANUARY 12, 2022

I recently sat down with Sidhartha Dash, Research Director at Chartis Research, for a conversation about the technology and trends in enterprise fraud management. Fraud and Financial Crime Technology Convergence. Should you centralize or converge fraud and financial crimes operations and technology?

Fraud 52

Fraud Technology Management Trends 52

Abrigo

JULY 5, 2020

Key Takeaways Credit unions participating in the Paycheck Protection Program (PPP) found that the right technology helped them serve business members when they needed help and also gain new members. Technology can facilitate delivery on credit unions' brand promise of relationship-based services. get started.

Technology 195

Technology Lending Capital Meeting 195

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

Gonzobanker

MAY 17, 2022

As technology buyers, banking executives need to up their game on tech purchases and technology performance management. For regional and community banks there has never been a more frustrating time to be a buyer versus a builder of financial technology. And you may ask yourself, ‘How do I work this?

Technology 121

Technology Regional Community Bank Community 121

PYMNTS

JUNE 23, 2017

National Automated Clearing House Association ( NACHA ) — the Electronic Payments Association — and the Payments Innovation Alliance recently released a summary report from the API Standardization Industry Group’s inaugural meeting, which took place in May. Despite the obvious benefits of APIs, adoption — particularly within the U.S.

Meeting 187

Meeting Groups Industry Report 187

PYMNTS

NOVEMBER 20, 2020

Getting the customer service angle right is so crucial to CUs’ success that many CUs are investing in emerging technologies to help them better hit their marks. Using AI to Meet Members’ Needs. Meeting members’ needs also entails understanding distinct generational preferences.

Technology 253

Technology Indiana Michigan Tools 253

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

South State Correspondent

OCTOBER 9, 2024

The Many Silos of Banking While your bank is likely familiar with cross-functional teams composed of stakeholders from various departments, chances are they are primarily associated with projects and not strategy or management. These working groups or formal committees meet weekly, monthly, quarterly, or as needed to collaborate.

Strategy 195

Strategy Resources Customer Experience Groups 195

Jack Henry

JANUARY 14, 2021

You have a technology need, so you begin researching options and solutions. Then comes demos from vendors, meetings with your Senior Management Team, IT Steering Committee, and maybe the Board. We all know the drill. Perhaps you send out an RFP.

Technology 167

Technology Meeting Management 167

Perficient

NOVEMBER 8, 2024

Each current or planned AI use case undergoes a thorough review and assessment by the CAIO and the AI Program team to determine whether the use case meets the definition of safety- or rights-impacting AI as defined in section 6 of OMB M-24-10. Review process. Criteria for assessment. Enforceability and penalties. Communications and training.

Regulation 221

Regulation Risk Management Policies Compliance 221

PYMNTS

NOVEMBER 19, 2020

This shift has prompted many eateries to rely on emerging tools like artificial intelligence (AI) to better manage various aspects of their operations as consumers transact remotely. The technology is also credited with helping them meet diners’ demands for seamless purchasing experiences as well as enabling them to battle fraud. .

Boston 200

Boston Fraud Meeting Mobile 200

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

Accenture

JULY 23, 2019

Faced with advancing digitisation, rising cost pressures and increasing customer expectations, many banks serving small- and medium-sized enterprises (SMEs) are looking to transform to a new relationship management model: one that blends the efficiency and convenience of digital offerings with the “human touch” that many SME customers still crave.

Management 150

Management Technology Operations Meeting 150

PYMNTS

AUGUST 21, 2020

Amid an approaching Federal Trade Commission (FTC) meeting, Facebook has advocated for rules that make it simpler for users to move media to a competing technology firm, Reuters reported. The FTC often issues reports following these workshops,” Facebook Privacy and Public Policy Manager Bijan Madhani told the newswire. “I

Meeting 142

Meeting social media Data Google 142

Gonzobanker

JANUARY 4, 2023

Back in the day, when I was the CIO of a bank, we had a Technology Plan. It was a single document that had every aspect of the bank’s technology goals for the year – hardware, software, vendors, projects (all led by information technology, or IT, by the way) – the entire bank IT budget. John Brunner. digital banking).

Technology 78

Technology System Software Groups 78

Accenture

JULY 8, 2019

Some of the most pressing are around the technology, tools and data needed across the front, middle and back office to help relationship managers (RMs) meet SMEs’ rising expectations. Make the wrong calls, and your RMs may be hamstrung by inappropriate technology—undermining your position in the marketplace.

Tools 150

Tools Management Technology Customer Experience 150

PYMNTS

APRIL 22, 2020

With a managed accounting service (MAS) created for startup founders and chief financial officers (CFOs), AcctTwo has rolled out service called MAS for SaaS. It is years in the making.

Management 131

Management Software Meeting Resources 131

Perficient

JULY 2, 2024

Navigating the complexities of cloud technology requires an exceptional partner. Additionally, our global managed services group has created comprehensive accelerators such as the App Modernization IQ , Cloud FinOps IQ , and Green Impact IQ , serving as effective tools for guiding clients in cloud operations strategies.

Strategy 251

Strategy Operations Innovation Technology 251

Abrigo

SEPTEMBER 26, 2017

A major concern surrounding technology expenditures is whether the investments will generate a return for the accounting practice. However, identifying the return on investment begins with ascertaining which everyday challenges can be addressed with technology. The end result?

Technology 150

Technology eBook Taxes Meeting 150

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