Perficient

NOVEMBER 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Previously, I discussed personalization’s future in financial services.

Management 309

Management Data Analytics Course 309

PYMNTS

AUGUST 11, 2020

11), Amex launched Score Goals , an online platform that augments and expands the card company’s established credit score tool, MyCredit Guide. consumer cards at American Express, said that as the company rolls out its new credit management tool, it is cognizant of the newfound financial challenges facing many consumers amid the pandemic. “We

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Tools Management Resources Cards 320

PYMNTS

DECEMBER 2, 2020

Payments giant Stripe is taking Stripe Capital , its push into online business finance and lending, to the next level. Stripe Capital first got off the ground in September 2019, offering customers and businesses financing options through its online platform. On Tuesday (Dec.

Capital 302

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PYMNTS

JANUARY 25, 2021

Building on top of the open banking infrastructure, PayDirect is a new payment method that enables companies to take online payments in a highly secure way, and also pay out to customers through the same rails. I mean, how does a piece of plastic have anything to do with online?

Online 300

Online Meeting Payments Cards 300

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

OCTOBER 20, 2020

The COVID-19 pandemic has already impacted several facets of digital commerce, and many businesses will have to make certain adjustments as holiday spend continues to move online. Move Retail Stores Online. Most consumers are staying at home, meaning fewer are heading into stores and more are shopping online.

Online 484

Online Mobile Management Retail 484

PYMNTS

SEPTEMBER 18, 2020

Online marketplaces are the digital storefronts helping small to mid-sized businesses survive — but adding real-time settlement into the mix can help them thrive. And 60 percent of surveyed firms selling across online marketplaces would take their business to one that offers real-time settlement.

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Online Survey Maine Study 354

PYMNTS

DECEMBER 9, 2020

The app-based tool gives salon customers the ability to book their appointments online and also issues reminders. Aside from booking and payments, the enhanced Square Appointments solution also enables sellers to manage inventory. .

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Tools Online Wyoming Software 283

PYMNTS

OCTOBER 15, 2020

Even online merchants who offer customers extended warranties at the time of sale traditionally see about a 4 percent or 5 percent conversion rate. PYMNTS’ Retail Product Insurance Study found just such growing interest in extended warranties among some 2,700 online shoppers surveyed.

Online 334

Online Exercises Retail Capital 334

Perficient

AUGUST 13, 2020

However, we’ve seen that having an order management system (OMS) has given some businesses a leg up in avoiding supply chain disruption and continuing to run smoothly during this crisis. COVID-19 has taken businesses by surprise and impacted every single industry. Surviving the COVID Crisis and Overcoming Supply Chain Disruptions.

Management 309

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Perficient

MAY 12, 2023

Anyone reading this article on an online device is reaping its benefits. 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.

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PYMNTS

JANUARY 20, 2021

We are now using Mastercard Send , our push payments platform, to support four sub-verticals of games of chance, where you buy tickets online, sports betting and bookmaking, games of skills and fantasy sports. “We estimate about $120 billion as the size of the overall market in the U.S.,” Hernandez said. “We

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Payments Dive

JANUARY 4, 2021

general manager at Paysend and has nearly 30 years of financial services experiences, most recently serving as president of Catalina Card Services. He founded and led AccountNow, the first online D2C prepaid debit card company in the U.S., Matt Montes is U.S. which was acquired by Green Dot Corporation.

Payments 508

Payments Cards US Online 508

Perficient

FEBRUARY 11, 2021

It continues to be adopted across various industry and technology verticals – including product information management (PIM). The process of managing extensive amounts of product information can become tedious and inconsistent, especially when exporting data to various commerce channels. Detail Online Acquired by inRiver.

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Software System Management Analytics 508

Abrigo

DECEMBER 18, 2023

Stress testing, monitoring are essential Financial institutions should challenge assumptions about CRE risk while also watching for red flags as they manage the CRE portfolio. Bankers should examine warning signs and shore up defenses for existing income-producing CRE loans as part of commercial property loan risk management.

Risk Management 221

Risk Management Management Lending Capital 221

Perficient

JANUARY 28, 2021

Businesses had to quickly adapt to enabling online stores and driving more sales online. Feeling confident in making informed decisions then also leads to placing more orders online. Ease of management of technical integration while supporting product content accuracy to multiple stores. inRiver-Magento Commerce Adapter.

Management 458

Management System Online Customer Experience 458

Perficient

JANUARY 5, 2021

Over this past year, we have seen a great amount of customer influence introduced and reinforced with our online commerce experiences. Digitalization of online shopping experiences is at the greatest it has ever been, especially the emphasis on creating a safe and exceptional space for customers to shop.

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Online Retail Trends Technology 508

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

Perficient

FEBRUARY 10, 2021

PIM, as most of you readers might know, stands for product information management system. B2B online ecommerce sales have already surpassed B2C online ecommerce sales , and although B2B is still a less adopted and established market compared to B2C business models, it doesn’t change buyer expectations.

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Strategy Management Marketing Strategies Online 508

South State Correspondent

MARCH 3, 2025

Understanding the drivers of banking consolidation is imperative when managing bank performance. These two acts took the governors off around how banks managed deposits. These acts created a competitive vortex marking a paradigm shift around the concept of bank management. In 1985, there were 14,417 FDIC banking charters.

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FDIC Trends Management ATM 195

PYMNTS

NOVEMBER 24, 2020

Businesses and financial institutions (FIs) are constantly examining ways to make their customers’ accounts more secure, especially as more consumers go online to make purchases and transact during the ongoing COVID-19 pandemic. About The Tracker.

Online 272

Online Report Customer Experience Analytics 272

Abrigo

FEBRUARY 26, 2025

watch webinar Embrace digital banking solutions Modern consumers expect seamless, convenient banking experiences, and the benefits of online/digital account opening are clear. Integrated loan and deposit services , such as online loan applications with deposit account openings for cross-selling opportunities.

Community Bank 195

Community Bank Community Strategy Analytics 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 ).

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Management Community Examples Marketing 195

PYMNTS

JANUARY 21, 2021

The need to streamline new product development is especially urgent as banks have had to pivot to online channels amid the pandemic. Cohen likened The Floor’s approach to building an “app store” of digital technologies that can be deployed as banks can improve their internal tech stacks with a range of new integrations.

Management 303

Management User Experience Innovation Fintech 303

Abrigo

OCTOBER 19, 2023

Ideas for educating and promoting cybersecurity in October Cybersecurity Awareness Month is an opportunity for banks and credit unions to promote online safety and take steps to reduce cyber risks. Host webinars or workshops for your employees, customers, or members that cover topics such as password management or phishing prevention.

Online 221

Online Security Resources Training 221

Perficient

OCTOBER 7, 2020

Amid COVID-19, we are purchasing almost all of our products online, meaning more and more customers are going online each day to find the products they need, which can become a struggle with the lack of in-person assistance. We live in the digital age, meaning we expect quick and accurate responses, especially when buying online.

Tools 508

Tools Online Resources US 508

Perficient

SEPTEMBER 18, 2020

This commissioned Forrester Consulting study includes the results from a survey of more than 200 supply chain professionals to gain insights on how intelligent order management and automated supply chains are being utilized throughout US companies. Curious About Our Findings? This leads to lost time, revenue, and customers.

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Study Management Maine Survey 348

Perficient

JUNE 22, 2020

The Clinical One platform enables data to be shared across phases and the various functions involved in drug development, as data can be entered once for use in multiple areas, including: Randomization and Supplies Management. Data Management. Trial Management. Safety Case Management and more. Data entry. Validations.

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Training Video Study Data 423

Perficient

JULY 29, 2020

Paul Griffiths, General Manager – Digital Health Solutions at Perficient. Simply register online , and we’ll make sure that you receive the on-demand version to listen later at your convenience. Featured speakers will include: Dr. Sam Bhatia, Physician Executive at Salesforce. Can’t make the event?

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Groups How To US System 537

Perficient

JANUARY 28, 2021

Creating strong passwords is a great first step to securing your data and maintaining your privacy online. Enable 2FA: Use two-factor authentication for managing access to resources. Use a Password Manager: By leveraging a password manager like LastPass, Keeper, or Dashlane, you only need to remember one password.

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Data Security Software Community 535

Payments Dive

DECEMBER 18, 2020

Now that COVID-19 has shifted many businesses online, retailers are concerned about more competition, a seamless connection across channels and savvy multigenerational consumers. Stephanie Millner, Vice President of CX Management at Teleperformance shares how retailers can foster loyalty and generate revenue through digital touchpoints.

Strategy 344

Strategy Retail Online Management 344

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! . Updates to SharePoint Migration Manager. To learn how to use the Migration Manager, check out the docs article here. Management.

Video 532

Video Meeting Community Management 532

Perficient

OCTOBER 23, 2020

It goes without saying that this year will be different in the midst of the COVID-19 crisis, and you already know the impact the pandemic has had on consumers and how they purchase, with many turning to online channels for items that they typically may have purchased in-store. Transparency, Transparency, Transparency.

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Trends Analytics Google Online 515

Perficient

AUGUST 26, 2020

Businesses must adapt to other digital methods to differentiate from the competition and successfully make sales online. Salespeople must now switch their traditional selling methods to digital and help their customers through an online buying journey. Turn Salespeople Digital. Personalize the Customer Experience.

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How To Customer Experience Online Analytics 420

Perficient

FEBRUARY 10, 2021

Make scheduling COVID-19 vaccination appointments an easier experience online and offline. The idea is that, if they were using your online scheduling functionality on your website before or during COVID, they will be using it to schedule their vaccinations. There’s still a bit of mythology around digital usage by older consumers.

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New York City social media Community System 484

South State Correspondent

OCTOBER 16, 2024

Get A Product Manager, Set a Strategy & Measure Performance The lack of attention on debit cards almost stems solely from the fact that few banks have a debit card product manager, a distinctive strategy, a tactical plan, or a set of key performance indicators that track progress.

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Cards How To Fraud ATM 195

Perficient

AUGUST 18, 2022

In addition to being able to offer investment advice, a good financial advisor can offer personalized budgeting, debt management, and saving strategies to help clients achieve their financial goals. Fees are usually calculated based on how much money an advisor manages for a client, ranging from.25%

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Millennials Management Tools Strategy 473