Perficient

FEBRUARY 10, 2021

Sales enablement is a strategic approach to align sales, marketing, and operations around the common goal of equipping salespeople with the right resources, tools, and processes to sell effectively and support clients. marketing) and those charged to leverage these resources in deals (i.e.,

Management 294

Management Resources Strategy Tools 294

Perficient

JUNE 11, 2020

Insights for stabilizing operations, accelerating partner management, and developing a digital strategy that differentiates your business. New Work.com resources to help manufacturers restart safely and rebuild. Q&A with real-world examples. Tools and solutions to move forward – fast.

Management 332

Management Digital Strategies Strategy Resources 332

Abrigo

DECEMBER 29, 2023

Here are the top resources. Aside from formal training, one way that banks and credit unions can ensure staff are attuned to the latest regulations and best practices is by routinely sharing lending and credit risk resources. Click the header next to each number to visit the corresponding top banking risk resource.

Resources 221

Resources Lending Risk Management Policies 221

Perficient

MARCH 1, 2021

Managing an analytics ecosystem for an organization is a mission critical responsibility. While a Cloud approach tremendously reduces the maintenance overhead, there are still several areas that a managed service provider can help you with. Operate with a leaner team whose primary focus is the business.

Analytics 322

Analytics Management System Data 322

Abrigo

DECEMBER 28, 2023

Top banking risk management papers and infographics Abrigo experts' insights on deposit pricing, stress testing, loan review, and CECL were popular with banking risk professionals. Here are the top resources. It covered the significant ways banks and credit unions measure interest rate risk and manage liquidity risk.

Resources 221

Resources Risk Management eBook Strategy 221

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

JANUARY 5, 2021

The expanded executive leadership team will drive continued growth and operational excellence across Perficient while delivering superior solutions for clients. “As ” Prakash Chembai, AVP of India global delivery operations. She will provide resources to scale client projects and speed time to market. Ostasz, AVP of U.S.

Leadership 531

Leadership Denver Charlotte Ohio 531

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.

Samsung 263

Samsung Management Mobile Resources 263

Abrigo

JANUARY 27, 2025

Transaction monitoring in financial institutions Financial institutions operate in an environment where even the slightest data discrepancies can create outsized risks. Duplicate records : These distort transaction patterns and waste the time of valuable resources. This could put your institution at regulatory and reputational risk.

Data 195

Data Compliance Fraud Training 195

Abrigo

NOVEMBER 14, 2024

Ensure management and board of director oversight : A strong compliance culture starts at the top. Senior management and the board must actively participate in setting the tone for compliance and fully understand the risks and penalties associated with BSA criticisms. Provide timely updates in response to changes in regulations.

Compliance 221

Compliance How To Training Software 221

Abrigo

DECEMBER 19, 2022

Checklists, guides, and more to help you and your AML-CFT staff Thousands of FinCrime professionals have accessed these guides, checklists, and other resources produced in 2022 by Abrigo's team, which includes former bankers, BSA officers, and regulators. . Top helpful resources for AML/CFT staff. Complimentary AML info.

Resources 195

Resources Training Fraud Compliance 195

Abrigo

DECEMBER 23, 2022

Blog posts to help your asset/liability management (ALM) staff strategize for the future These ALM posts were the most popular in 2022. Takeaway 3 A review of these ALM resources can help FIs understand the environment and effectively strategize for the year to come. . Top helpful resources for ALM staff.

Resources 195

Resources Risk Management Study Strategy 195

South State Correspondent

NOVEMBER 20, 2024

It allows employees to not worry about interest rates by eliminating the risk and complexity of trying to manage a balance sheet. To be clear, complexity isn’t bad, it just has more risk and is harder to manage. Banks can only do so much with limited resources. The same is true for hundreds of services at the bank.

Strategy 195

Strategy Resources System Management 195

Perficient

JUNE 17, 2020

In the same way, Perficient leverages our more than 1,000 full-time employees in our fully owned and operated global and domestic delivery centers to deliver quality with every client engagement. A Shared Commitment to Our Clients.

Software 617

Software User Experience Meeting Resources 617

South State Correspondent

JANUARY 16, 2025

Lesson 1: Generate Operating Leverage to Produce Capital If there is a single lesson in banking that decides success in all areas of performance, it is this sell more profitable products to more profitable customers to the point where your bank generates a consistent risk-adjusted return above its cost of capital.

Capital 195

Capital Management Groups Operations 195

Perficient

SEPTEMBER 22, 2020

Rarely recorded is the equipment usage and resource execution. These operations have a cost related to them. To properly calculate the true cost of an item you need to capture the all of the resource, time, and equipment costs. Managers wanting visibility and understanding of their operations.

Resources 332

Resources Operations Meeting Management 332

Perficient

AUGUST 4, 2024

This connectivity enhances interoperability, allowing for streamlined operations and improved data flow across various platforms. Customer Relationship Management (CRM) Enhancement Financial organizations can enhance their CRM systems by integrating them with Azure Logic Apps, Azure Functions, and Azure Service Bus.

Industry 467

Industry Compliance Examples Risk Management 467

Perficient

JULY 1, 2020

In order to successfully transform core business operations, application development and delivery (AD&D) professionals are encouraged to look for Oracle applications services providers that can: Accelerate the shift to the cloud and to modernizing applications. Manage business disruption. Foster innovation.

Training 452

Training Report Analytics Resources 452

Perficient

JULY 29, 2020

Time is a constant adversary in project and task management. Managers are often inundated with a performance quandary. The balance between completing these quick tasks or training someone else to perform them is a struggle all managers face. Managers are supposed to manage.

Training 371

Training Management Operations Resources 371

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

South State Correspondent

JUNE 15, 2023

Likely, you do not have a common management framework at your bank. However, it is doubtful you utilize a complete operating system. This article discusses using EOS in banking – the Entrepreneurial Operating Model. Resources are stretched, objectives become complex and a once-strong vision begins to blur.

Operations 195

Operations System Tools Management 195

Perficient

MARCH 3, 2021

It simplifies the complex college and career ecosystem by providing a central location to find important resources such as: Financial aid. Which in turns makes finding college resources even harder. Essay writing assistance. Access to scholarships. Internship opportunities. La Puerta helps to also bridge the digital divide.

Detroit 520

Detroit Michigan Community Resources 520

South State Correspondent

MARCH 10, 2025

At SouthState Bank, we utilize a loan-level hedging program called “ARC,” which is available to all community banks and, in our opinion is easier to manage and understand than a B2B program, but the point of this article is for banks to manage the risk through some loan hedging program instead of taking the risk without compensation.

Community Bank 195

Community Bank Community Operations Report 195

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.

Analytics 348

Analytics Resources Tools Management 348

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

SEPTEMBER 20, 2023

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. As such, operating accounts have low-interest rate sensitivity.

Management 195

Management Survey Industry Community Bank 195

PYMNTS

NOVEMBER 10, 2020

Businesses of all sizes struggle with capital management, regardless of whether they employ staff or seek out third parties to handle their cash flows, accounts payable (AP) and accounts receivable (AR) processes and other related tasks. Automating Capital Management. Factors Affecting Working Capital Needs.

Capital 218

Capital Management System Examples 218

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

Abrigo

MARCH 7, 2025

This increased scrutiny can divert resources away from core operations and impact overall efficiency. Operational inefficiencies Non-compliance with Reg E can lead to a higher volume of disputes and regulatory reviews, placing a strain on customer service teams.

Compliance 195

Compliance Regulation System Guidelines 195

Perficient

JANUARY 11, 2021

The brands that can operate with speed and agility win in this environment. Managing a mobile product is about researching new ideas, iterating quickly, and using those learnings to move in the right direction. You can start making changes today to manage your mobile app as a mobile product and adapt to this new reality. .

Mobile 502

Mobile Strategy US Management 502

Abrigo

FEBRUARY 28, 2025

Ponzi schemes A fraudulent investment operation that pays returns to earlier investors using money from new investors rather than legitimate profits. Regardless of the current budget, regulators will expect adequate technological and human resources to protect the institution's safety and soundness.

Fraud 221

Fraud social media Training Community 221

Abrigo

SEPTEMBER 24, 2024

DOWNLOAD Takeaway 1 A human-in-the-loop approach plays a vital role in ensuring that AI systems effectively support alert and case management for AML/CFT suspicious activity monitoring. Human-in-the-loop refers to the collaboration between AI systems and human experts, ensuring that machines do not operate in isolation.

Software 195

Software Management Compliance Resources 195

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.

Management 195

Management Community Bank Survey Community 195

PYMNTS

DECEMBER 9, 2020

Managing credit risk used to be a reactive process. Bank customers would fall behind on their payments, and their banks might react by imposing fees or having a case manager work with them to bring their accounts back up to speed. In severe cases, banks might have to take the drastic measure of closing accounts altogether.

How To 245

How To Management Report Strategy 245

Abrigo

MARCH 18, 2025

However, retail and wholesale payment systems are operated by public and private sector entities, which are responsible for communicating information about individual payment transactions and settling transactions. Federal Reserve Manages ACH, FedNow, and interbank payments. Who regulates payment systems?

System 195

System Payments Fraud Regulation 195

Perficient

FEBRUARY 24, 2021

Co-locate your IBM i and AIX applications with new cloud-native services on OpenShift on Power Virtual Server for simplified management and optimal performance. Red Hat OpenShift is an enterprise-ready Kubernetes container platform with full-stack automated operations to manage hybrid, multi-cloud deployments.

System 436

System Software Resources Management 436