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?

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Abrigo

SEPTEMBER 30, 2024

DOWNLOAD Takeaway 1 Shared AML case management helps streamline processes, reduce duplication, and improve communication between fraud and AML/CFT teams. Takeaway 3 Modernizing AML/CFT programs with shared case management aligns with FinCEN's emphasis on innovation and streamlining processes.

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Management Fraud Software Compliance 195

PYMNTS

JUNE 19, 2020

In an effort to provide complete management of foreign exchange risk, financial solutions provider Profile Software rolled out its Acumen net eFX offering. It can fully accommodate rapid business expansion and future needs for competitive Treasury management operations.”.

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Risk Management Software Tools Management 160

Perficient

FEBRUARY 16, 2021

A brand’s reputation and longevity, as well customer loyalty and adoption, often hinges on the success of how order management (OM) is rooted in an organization. Seamless order to fulfillment is the crux of any good experience. The interaction with users at their point of need is the tipping point and often dictates success or failure.

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Management User Experience Customer Experience Strategy 309

PYMNTS

NOVEMBER 2, 2020

Today in B2B, trade finance technology provider Surecomp announces its newest marketplace partner, and Serko expands its expense management offering into North America. Plus, Suplari launches new corporate spend management solutions, and PROS expands its Adobe partnership to help B2B business customers launch eCommerce operations.

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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.

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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. So, what tools can help strike the right balance between human and digital? These are business-critical decisions.

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Tools Management Technology Customer Experience 150

ATM Marketplace

JUNE 1, 2022

DPL has developed tools and features as part of their managed wireless service, designed to help ATM operators improve cash management and logistics.

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Tools Management ATM Operations 76

South State Correspondent

AUGUST 28, 2024

Something might be getting lost in the tribal knowledge of managing time deposits. In this article, we highlight how to better manage time deposits to prevent banks from destroying value. The CD market was born and managing time deposits was a new banking skill.

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Management How To Training Comparison 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.

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Perficient

NOVEMBER 20, 2020

Deployment and infrastructure management is not a simple process; in fact, it involves multiple steps and tools to provision infrastructure. We need tools that make this process seamless, easy, and effective. Take Terraform, a tool used to provision and manage infrastructure within any cloud.

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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. With the right strategies and tools, firms can replace face-to-face interaction without forgoing the personal touch.

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Management Resources Strategy Tools 294

Abrigo

OCTOBER 9, 2024

In this blog, we explore how banks and credit unions have adapted their approach to Q factors under CECL and share insights from an Abrigo advisory webinar on managing this critical part of the ACL process. For example, "If you're an institution that operates on the coast, you probably have real seasonal risk from weather.

Risk Management 195

Risk Management Management Compliance Data 195

BankInovation

JULY 16, 2024

The bank is deploying technology to aid growth across its three divisions — investment banking, wealth management and institutional securities — Chief Financial Officer Sharon Yeshaya said during Morgan Stanley’s second-quarter earnings call today. “AI AI tools are helping […]

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Operations Tools Security Management 124

Perficient

OCTOBER 20, 2020

One of the many benefits of using Red Hat OpenShift to manage your container workloads is the flexibility it provides to distribute and/or isolate workloads. In OpenShift 4x, the router ingress function is managed by an operator, so I’ll need to make our changes to the operator.

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Abrigo

OCTOBER 17, 2023

Why change management is vital for banks and credit unions Regulators promote change management to manage risk, but banks and credit unions can also achieve important benefits when they manage change. This article describes recent comments by financial regulators about managing change.

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PYMNTS

NOVEMBER 6, 2018

Technology developed by Bloomberg is now being used by Shell ‘s Foreign Exchange Central Treasury unit to interconnect the fuel conglomerate’s operating units across 22 markets, the companies revealed Monday (Nov.

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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. Users are demanding self-service access to data and easy-to-use tools for decision support and trend identification.

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Management Data Analytics Course 309

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.

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Software Management Compliance Resources 195

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.

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Abrigo

JUNE 19, 2022

New Fed Tool: ELE for 2023 CECL implementation The Federal Reserve's new Expected Loss Estimator, or ELE, tool for CECL is a spreadsheet-based option for smaller financial institutions to implement the current expected credit loss standard. Spreadsheet-Based Tool. ELE tool for CECL released by Fed. keep me informed.

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Tools Regulation Data Resources 195

PYMNTS

DECEMBER 23, 2020

Paychex , which provides solutions for HR, payroll, benefits and insurance, is offering users of Clover , a business management platform from Fiserv , the chance to streamline payroll services as well as time and attendance management, according to a press release.

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PYMNTS

AUGUST 29, 2019

The latest Workforce Spend Playbook showcases the shifting spend management solutions landscape and how improved services are affecting SMBs’ in-field expense management, back-office operations and bottom lines. It’s table stakes for anyone operating in an incredibly competitive labor market,” she said. billion by 2026.

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Tools Management Resources Study 108

Abrigo

AUGUST 19, 2024

Listen now Takeaway 1 The FFEIC is clear that BSA compliance officer's need autonomy and the right tools to stay compliant, but many programs don't have access to the resources they need. Rubin highlighted that the day-to-day management of the BSA department is a responsibility that falls squarely on the compliance officer.

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Resources Compliance Management Training 195

Perficient

JUNE 11, 2020

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

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Management Digital Strategies Strategy Resources 332

PYMNTS

OCTOBER 19, 2020

Google Cloud is aiming to innovate the mortgage industry with its new artificial intelligence (AI) tool called Lending DocAI. Sudheera Vanguri , product manager lead at Google, said in a b log post on Monday (Oct. The new tool “provides industry-leading data accuracy” to speed up loan applications.

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Google Tools Lending Industry 264

Perficient

AUGUST 4, 2024

Microsoft’s Azure Integration Services , a suite of tools designed to seamlessly connect applications, data, and processes, is emerging as a game-changer for the financial services industry. This connectivity enhances interoperability, allowing for streamlined operations and improved data flow across various platforms.

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Industry Compliance Examples Risk Management 467

Cisco

MARCH 29, 2022

It’s evident that digital investments made prior to 2020 helped many financial institutions respond quickly to a rapidly changing operational environment. As financial services look ahead, it is perhaps time to consider the next phase of the transformation campaign in pursuit of complete operational transformation as the end-goal.

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PYMNTS

OCTOBER 1, 2020

As the digital revolution continues to transform the way shoppers pay for things amid the COVID-19 pandemic, Mastercard announced a free online tool to help entrepreneurs future-proof their companies.

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Tools Cards Guidelines Online 262

Cisco

AUGUST 9, 2022

financial institutions, the FFIEC released new guidance and a Cybersecurity Assessment Tool for institutions to self assess their risks and determine their cybersecurity maturity. This framework is especially relevant given the recent FFIEC Architecture and Operations update and the Executive Order on Cybersecurity from 2021.

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Tools Leadership Handbook Security 114

Bank Innovation

MARCH 10, 2017

BNP Paribas Wealth Management is testing a new mobile investment advisory tool, myAdvisory, the company said yesterday. The app offers investment advice, except instead of using robos – like the SigFigs of the world – the advice is written entirely by humans.

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Tools Guidelines Mobile Management 287

PYMNTS

DECEMBER 14, 2020

Managing financial data across a vast array of platforms, including accounts payable, accounts receivable, accounting and ERP systems, creates a challenging environment in which to understand cash positions and forecast cash inflows and outflows. Achieving real-time data analytics is a lofty goal for organizations without the proper tools.

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PYMNTS

NOVEMBER 1, 2020

Suplari , which works in spend agility, has debuted the next version of its Spend Industry Cloud, which has 175 different automated insights to help predict and manage costs, cash flow and investments, a press release says.

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Tools Analytics Data Industry 213

PYMNTS

JUNE 14, 2019

InventoryBase , a platform providing property inspection services to property management companies and letting agencies, is adding a B2B payments feature that lets property managers pay third parties that conduct property visits. Property managers submit a job to the platform to receive bids from potential vendors.

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Management Tools Payments Industry 116

Abrigo

JUNE 7, 2021

Risks ALM Addresses Will Affect Performance and Strategy Asset/liability management models and processes address credit risk, liquidity risk, and interest rate risk. . Takeaway 3 Interest rate risk measurement tools and techniques can differ among institutions due to varying levels of risk and risk profile complexity. Array of Risks.

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PYMNTS

NOVEMBER 26, 2019

Recent data indicated that 82 percent of SMBs shutter in their first year because of poor cash management operations. As SMBs seek opportunities to expand their operations, and reach new customers and markets, they will need the right spend and workforce tools to ensure funds are spent appropriately. Inside The Playbook.

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