Perficient

MARCH 17, 2025

We are witnessing the integration of AI, the rise of hyper-personalization, and the adoption of advanced digital platforms, all of which are revolutionizing operations and client interactions. Our experts have identified the most impactful trends across banking , wealth and asset management , and payments.

Trends 221

Trends Analytics Compliance Strategy 221

Perficient

OCTOBER 24, 2024

As noted at the time by the OCC, advances in computing capacity, increased data availability, and improvements in analytical techniques have significantly expanded opportunities for banks to leverage AI for risk management and operational purposes. The evolution of electronic trading provides a valuable case study to consider.

Regulation 221

Regulation Risk Management Compliance Fraud 221

Perficient

APRIL 24, 2024

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Relying on complex spreadsheets for portfolio analysis, the firm faced operational hurdles due to immense computing demands.

Strategy 440

Strategy Data Analysis Operations 440

Abrigo

NOVEMBER 18, 2024

Key topics covered in this post: Regulatory focus Key questons for ALCOs Governance and concentration risks Expect the unexpected Regulators 'could not be more clear' Today’s regulatory climate is turning up the heat on financial institutions when it comes to liquidity and interest rate risk management.

Risk Management 195

Risk Management Regulation Policies Management 195

Perficient

OCTOBER 15, 2024

Banks process an astronomical amount of sensitive information daily—think trillions of transactions annually—and they need to manage that data efficiently and securely. Companies like American Express have adopted Alation’s tools to streamline their data governance operations. It’s essential for survival.

Tools 221

Tools Data Compliance Regulation 221

Perficient

DECEMBER 30, 2020

The American Customer Satisfaction Index’s recent COVID-19 special retail study showed satisfaction declines across 75% of the retail companies. But the ASCI study showed a decline of almost 5% in customer sat for internet retailers versus just a 1.3% decline for Department & Discount stores.

Online 421

Online Study Branding Customer Experience 421

South State Correspondent

APRIL 2, 2025

These studies suggest that a 10% increase in tariffs for intermediate goods leads to a 0.3% Rising production costs led some companies to downsize or relocate operations outside the U.S. Intermediate goodssuch as semiconductors and raw materialsare essential inputs for production.

Community Bank 221

Community Bank Community Policies National 221

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

Perficient

DECEMBER 9, 2020

Forrester listed Perficient as a provider with a focus on experience and operations, able to build commerce experiences for enterprises and provide services that help build out these experiences around order management, inventory management, and payment gateways. Perficient Excels as a Commerce Provider.

Report 572

Report Industry Strategy Branding 572

Perficient

JULY 2, 2020

I recently delivered a webinar , in which I discussed the CTMS migration approaches taken across several case studies. My name is Param Singh and I am the Director of the Clinical Operations Solutions practice in the Perficient Life Science Business Unit. Types of migration tools, including APIs, ETL tools, and adapters.

Study 332

Study System Data Training 332

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

Perficient

JULY 28, 2020

According to the report, the biggest challenge for B2B marketers this year is managing coordination with channel partners. Most are looking to: Make operational processes more efficient – and less siloed. Leading the Way: Partner Relationship Management (PRM). Improving lead routing and management.

Report 332

Report Software Study Management 332

Perficient

SEPTEMBER 25, 2020

Ecommerce has revolutionized the way businesses in every industry operate and provides endless possibilities to expand sales channels, grow revenue, and elevate the customer experience. How other companies developed the case for embedding intelligence in their order management and the benefits they realized.

Customer Experience 238

Customer Experience Study System Management 238

Perficient

FEBRUARY 11, 2021

Instead, it’s a suite of tools operating on a single platform. In the case of makers, this is especially useful, with Power Apps and Power Automate enabling them to not just build applications, but also to automate time-consuming processes and improve business operations. Power Platform can help them bring these ideas to life.

Tools 470

Tools Maine Analytics Study 470

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

PYMNTS

APRIL 10, 2020

In many realms of businesses, machine learning (ML) and artificial intelligence (AI) have yielded powerful tools to manage such complex matters. Another remarkable trend to emerge from our latest study is the degree to which healthcare organizations are interested in deploying smart agent-based AI to improve their anti-fraud systems.

Fraud 362

Fraud Payments System United States 362

PYMNTS

JANUARY 18, 2021

Such silos prevent treasurers from comprehensively analyzing and gaining insights into companies’ cash flows and expenditures, hindering organizations from operating efficiently and reacting to customers’ needs in an agile manner. Each company’s risk management approach must therefore be tailored to its specific business needs.

Analytics 319

Analytics Data Risk Management Management 319

Perficient

FEBRUARY 24, 2021

In 2016, Jon joined fan and light maker Big Ass Fans as its first chief operating officer. He implemented a metric-driven management system that saw revenue rise 15 percent and profitability quadruple in his first year. He personally responds to every Tweet, seeing such high engagement that Twitter profiled him in a company case study.

Branding 441

Branding Case Study Digital Strategies Strategy 441

Perficient

OCTOBER 20, 2020

Investing in advanced supply chain automation and intelligent order management (OM) systems will not only improve how your organization fulfills against extreme demand but also serves your consumers more effectively in the end. The Business Impact of Outdated, Manual Systems.

System 324

System How To Customer Experience Meeting 324

PYMNTS

JANUARY 27, 2020

The solution uses automated technology to categorize and codify relevant data from these documents in real time, thereby trimming the time employees and expense managers need to sort through them. employees would like access to their wages before their designated paydays, according to a recent study. Seventy-two percent of U.S.

Management 160

Management Taxes Tools Metro 160

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

Perficient

JANUARY 6, 2021

In this post, we’ll discuss some of Asset Maintenance Management philosophies and how they can positively impact your everyday life. The physical operation of your self is just one aspect. This study includes studies of breakdowns over time and the maintenance cost when the threshold has been exceeded.

How To 520

How To Strategy Examples Tools 520

PYMNTS

SEPTEMBER 18, 2020

To that end, joint research between PYMNTS and Visa , in a study titled Marketplaces as Retail’s New Front Door , found that 60 percent of surveyed businesses that are not currently using online marketplaces would like to do so.

Online 354

Online Survey Maine Study 354

PYMNTS

AUGUST 14, 2020

These requirements can inspire companies to switch from manual operations to digital ones that utilize cloud systems that employees can access anywhere. These types of technology-based supports are in demand in AP departments: A 2019 study of 1,000 U.S.

Study 265

Study Tools Survey Payments 265

PYMNTS

DECEMBER 24, 2020

Companies must smoothly manage everything from initial orders and invoicing to product delivery and the notification of payment receipts to complete it, making it a long and cumbersome procedure with a great deal of room for error. One study found that approximately 15 percent of B2B receivable payments are late, for example.

Company 198

Company Payments Study Tools 198

Chris Skinner

FEBRUARY 21, 2017

After studying law at Oxford, he went back to business and is now Co-Founder and CEO of digital bank Monzo. I did GoCardless because it got me out of being a management consultant, initially. That opened up the world of the internet, as well as entrepreneurship, for him. What really stands Monzo apart?

Study 283

Study Training Fintech Digital Banking 283

PYMNTS

SEPTEMBER 28, 2020

Smooth B2B operations depend on robust data gathering, but many companies rely on manual methods to collect information and complete supplier enrollment. Many companies lack digital methods for gathering and managing this information, with 49.5 Not all companies manage to keep up with their data gathering needs. Digital Fixes.

Data 166

Data Management Taxes Meeting 166

Abrigo

FEBRUARY 27, 2025

Lets explore key aspects of wire fraud and best practices financial institutions can use to protect their clients and their operations. They study demographics, regional characteristics, news events, and even online behaviors to craft scams that appear highly convincing. Staying on top of fraud is a full-time job.

Fraud 195

Fraud How To Strategy Security 195

PYMNTS

DECEMBER 31, 2020

“Almost overnight, many [banks] had to stand up systems and set up processes that would allow them to service small business PPP loans, their digital solutions were pushed to the brink and they had to learn how to operate almost 100 percent remote,” Douglas Brown, senior vice president and general manager NCR Corporation, told PYMNTS.

ATM 307

ATM Massachusetts Study Operations 307

ATM Marketplace

NOVEMBER 28, 2023

Wanting to grow, ATMs 4 Sale turned to DPL, a leading global managed IoT connectivity provider whose portfolio management platform leverages the power of artificial intelligence (AI) to help operators do more with less.

Case Study 96

Case Study ATM Management Study 96

PYMNTS

AUGUST 17, 2020

And operations still using manual accounts payable (AP) methods are really rethinking things. “A Adopting digital AP tools can let businesses operate remotely with ease as teams break their dependence on on-site processes and shift to the cloud instead,” per the August Guide. “Not

Management 153

Management Survey Tools Study 153

South State Correspondent

JANUARY 17, 2024

As we pointed out, bank management needs to understand how a bank creates franchise value, and one way is to sell more profitable products to more profitable customers. Through this understanding of profitability and productivity, bank managers can set better strategies and tactics plus start to optimize the allocation of capital.

Study 195

Study Maine Analytics Capital 195

South State Correspondent

JULY 24, 2024

Looking at the Math of an Average Business Savings Account – Case Study Let’s take one of the most underutilized products in banking: the business savings account. New acquisition, sales, marketing, support and management costs drive up the operating cost overtime further hurting profit.

South Carolina 417

South Carolina Marketing Capital Idaho 417

PYMNTS

JANUARY 12, 2021

Customer experience management platform provider Paytronix released its holiday gift card report on Tuesday (Jan. As previously noted in this space , the dining industry was quick to adopt the digital tools needed to stay in operation as diners transitioned from in-restaurant dining to dining at home at the start of the pandemic.

Cards 149

Cards Study Customer Experience Tools 149

Abrigo

JUNE 2, 2022

These expert tips for studying and reviewing ACAMS material can help you pass the CAMS exam with flying colors. Takeaway 1 Determine your learning style to find study practices that will help you learn and retain information. This compilation of best practices and expert tips for studying for the CAMS exam can help.

Study 195

Study Training Resources Kansas 195

Perficient

JULY 2, 2024

“We’re honored to be recognized as a Major Player in this IDC MarketScape Report, a distinction we believe highlights our holistic approach to cloud strategy and our implementation expertise,” said Glenn Kline, Perficient’s Area Vice President of Product Development Operations. “We What Does This Mean for Our Clients?

Strategy 251

Strategy Operations Innovation Technology 251

Perficient

AUGUST 31, 2020

I would like to talk about how Twilio Flex and other services from Twilio can provide some clear ways not only to manage these immediate concerns, but also to drive innovations in how you interact with your customers. By now most contact centers managers have likely had enough time to think about what they might want to change.

Innovation 369

Innovation Video Strategy Customer Experience 369