PYMNTS

DECEMBER 7, 2020

Most are encouraging employees to work from home while also moving their back-office operations online, and payments operations are no exception. RLJ Financial On Managing B2B Spend With Virtual Cards. The benefits of using digital B2B payments solutions extend far beyond their ability to support a decentralized workforce.

Management 268

Management Cards Company Innovation 268

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. Operator Connect. Meeting Updates.

Meeting 508

Meeting Video Compliance Operations 508

South State Correspondent

OCTOBER 16, 2024

To support debit card operations, a bank gets charged a myriad of transaction charges and maintenance fees from the card rails (Visa, Mastercard, Discover, etc.), This is an excellent early management position for an up-and-coming banker. The debit card product manager would also produce a set of KPIs to track and improve performance.

Cards 195

Cards How To Fraud ATM 195

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.

Management 268

Management Lending System Operations 268

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

Perficient

OCTOBER 18, 2021

Key Takeaways: Developing a digital collections strategy that considers the customer’s past, present, and future state is a balancing act that requires a cross-functional approach. Tips to optimize workflow design in collections include: Taking care to operate with a singular focus. Leveraging personas is key.

Strategy 492

Strategy Customer Experience Analytics Groups 492

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. Gen AI excels at distilling options down to recommendations, which is helpful to management teams that are having a hard time deciding. Using Gen AI, this time can be cut in half.

How To 195

How To Data Training Tools 195

Abrigo

NOVEMBER 22, 2024

This article covers these key topics: Benefits of FRAML for risk management Potential drawbacks of the FRAML approach Factors to consider in decision-making What is FRAML? At its core, FRAML is about taking a more holistic approach to financial crime risk management. Staying on top of fraud is a full-time job.

Fraud 195

Fraud Training Risk Management Compliance 195

Abrigo

JANUARY 17, 2025

These reliable customers provide a stable, low-cost funding source that is critical for financial institutions operations. By quantifying the economic benefits of core deposits, institutions can present a more accurate valuation of their assets. Optimize ALM operations and tailor them to your unique bank or credit union.

Strategy 195

Strategy Guidelines Management Operations 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

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

JANUARY 27, 2021

Join us to learn how Oracle Enterprise Resource Planning Cloud, Enterprise Performance Management Cloud, and Oracle Analytics Cloud provide the solutions you need to the challenges you face today. Provide a faster, more accurate, and transparent close and consolidations process. Come prepared with your questions for Perficient’s team.

Analytics 348

Analytics Resources Tools Management 348

PYMNTS

FEBRUARY 1, 2021

Smooth accounts payable and receivable processes depend on the ability to easily access, manage and interpret payments data, but complex workflows and old-school tools can get in the way. The pandemic has added heat to this fire, driving many firms harder to find quick-to-adopt options for digitizing their AR operations.

Data 234

Data Management Omaha System 234

Perficient

JULY 12, 2023

Perficient provides risk management to more than 500 financial services organizations, many of whom have multiple bank regulators. The new federal risk guidance for banks does not remove the need for sound risk management. Introduction It’s not you. It’s the guidance. The complete 60+ page guidance is available to readers here.

Management 221

Management Risk Management Regulation Compliance 221

Perficient

OCTOBER 6, 2020

Additionally, we can help you explore process improvements as agile practices expand throughout the organization, help implement agile project management practices, and expand DevOps around continuous integration and continuous deployment. Findings presentation and action plan. Application Migration Accelerator. What’s Included.

Strategy 429

Strategy Training Analysis Security 429

Abrigo

SEPTEMBER 23, 2020

Key Takeaways Managing a large volume of loan workouts is the next challenge facing many financial institutions. Managing loan workouts requires tackling numerous process-related decisions concerning selecting, analyzing, and tracking loans. Managing loan workouts is a chief concern among banks and credit unions these days.

Management 195

Management Lending Risk Management Community 195

Perficient

OCTOBER 26, 2020

Global manufacturers face various challenges when trying to incorporate and deploy sales and operations planning and execution (S&OP) processes into broader financial forecasting. Regular market disruptions are commonplace and can have an adverse impact on business operations and financial forecasts. Register today!

Operations 309

Operations Tools Strategy How To 309

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.

Examples 221

Examples Capital Data Case Study 221

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. One thing was clear: it didn’t make sense to operate multiple solutions from two different prominent vendors. In others, it was different.

System 332

System Operations Data Management 332

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.

US 522

US Marketing Automation Marketing System 522

Abrigo

FEBRUARY 6, 2025

With this regulatory risk and associated operational complexities, there is plenty for financial institutions to consider before diving into cannabis lending. Its a way to serve businesses that are often forced to operate outside traditional financial systems. Then, theres the operational side. billion in annual revenue.

Lending 195

Lending Compliance Community Software 195

Perficient

DECEMBER 23, 2020

Manufacturers face a common challenge when trying to respond to unplanned market events that may impact business financial forecasts as well as sales and operations planning processes: having a single view of the business plan, with the right indicators can improve timeliness of key decisions. We’d love to have you attend our live event.

Marketing 309

Marketing Management US Operations 309

PYMNTS

MAY 8, 2020

The shift to digital commerce is more urgent than ever — and so are some of the potential pitfalls as fraudsters recalibrate their attacks and eye card-not-present transactions as a new way to make off with ill-gotten gains. Existential Points Of Pivot. The restaurant and grocery sectors have also been transformed. Gearing Up For Fraudsters.

Cards 260

Cards Fraud Online Operations 260

Abrigo

NOVEMBER 3, 2023

Top 5 CECL best practices and their benefits Now that CECL is implemented, follow these recommendations for ongoing management to provide confidence and be more efficient. WATCH Takeaway 1 How can you ensure ongoing compliance and efficient management of the allowance for credit losses? Some tried and true practices can help.

Management 195

Management Policies Training Compliance 195

Abrigo

AUGUST 19, 2024

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. Rubin highlighted that the day-to-day management of the BSA department is a responsibility that falls squarely on the compliance officer.

Resources 195

Resources Compliance Management Training 195

South State Correspondent

MARCH 10, 2025

Your first step is to rank the cost of start-up and operations over five years using the same set of assumptions for each. The main thrust here is to present the solution to get approved. Think of this step as creating a story about the solution tailored to those you are trying to convince, be it fellow managers, the board, or staff.

Training 195

Training Maine Analytics 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

Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 3 Seven steps of change management will jump-start the implementation and improve adoption and digital transformation. Not in all cases.

Management 195

Management Software Survey Fintech 195

Perficient

MAY 15, 2023

Doing so will offer them the insights needed to tailor services and develop highly personalized products that can be presented to the most relevant customers at the right times. Institutions can also compare their customer data with external data (ie. market trend data, economic data, etc.) The one-day conference is on May 16 at etc.

Data 275

Data Conference New York City New York 275

Perficient

SEPTEMBER 2, 2020

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. Calling and Meeting Devices.

Video 539

Video Meeting Maine Mobile 539

PYMNTS

JANUARY 6, 2021

Christopher Shaffer , CEO of Utilimarc , recently told PYMNTS that enterprise fleets are facing greater pressure to control spend and optimize their operations. But with fleet managers struggling to coordinate across a range of platforms and a sea of data, tightening the grip over operations can be a challenge.

Data 253

Data Analytics Management Operations 253

PYMNTS

NOVEMBER 23, 2020

For purposes of this analogy, the “basement” into which bad mice are creeping is most likely your legacy payroll/expense management software and its possibly compromised connections. While technological advancements have revolutionized many aspects of operations, payroll and expense management are not [among] them.

System 165

System Management Tools Cards 165

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. In 2016, Jon joined fan and light maker Big Ass Fans as its first chief operating officer. Apple | Spotify | Amazon | Google | Stitcher. Episode Guest Profile.

Branding 441

Branding Case Study Digital Strategies Strategy 441

BankUnderground

NOVEMBER 2, 2022

Operational risk is rapidly becoming one of the most important threats to the financial system but is also one of the least well understood. Cyber attacks are regularly cited as one of the top risks faced by firms in the financial sector and one of the most challenging to manage. Rachel Adeney and Amy Fraser.

Operations 127

Operations Policies System Regulation 127

Chris Skinner

MAY 18, 2017

Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon? But Lore’s 40-minute presentation doesn’t hold back about the threat posed by its most fearsome and increasingly powerful archrival. Even more astonishing, Lore and his management team in Hoboken, N.J.,

Omaha 277

Omaha Video Arkansas Boston 277

Perficient

MARCH 3, 2021

We were honored to collaborate with MiHC to develop the La Puerta portal at no cost,” said Joel Stanesa, general manager of Detroit operations, Perficient. Universities can customize landing pages in the portal to engage with prospective students and present offerings relevant to their interests and needs.

Detroit 520

Detroit Michigan Community Resources 520

PYMNTS

JUNE 26, 2020

The pandemic has the potential to change the way any number of business verticals operate — especially industries like real estate, which typically have been based on in-person meetings and tours between property owners or real estate agents and would-be renters or homebuyers. That model may be ripe for change in the age of social distancing.

Operations 278

Operations Tools Security Marketing 278