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.

Management 332

Management Digital Strategies Strategy Resources 332

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.

Management 309

Management Data Analytics Course 309

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. Tools of the Data Governance Trade Let’s talk about the cavalry—the tools that keep all this data governance stuff from turning into a full-blown nightmare.

Tools 221

Tools Data Compliance Regulation 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

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.

Management 308

Management Strategy Data Tools 308

Perficient

MAY 12, 2023

Home lighting, refrigeration, freezers, and power tools all became commonplace in homes, thanks to the widespread adoption of electricity throughout the first world. enables companies, governments, and public sector agencies to use innovative digital technologies, smart automation, and advanced analytics to transform operating processes.

Management 275

Management Industry Innovation Operations 275

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.

Google 264

Google Tools Lending Industry 264

PYMNTS

JANUARY 8, 2021

To do that, and to clear the next hurdle, Whisler said many financial institutions (FIs) still need to “modernize internally to be a 24/7 operation shop.”. One thing is customer service, but the other is liquidity management or cash flow forecasting, and that's new to a lot of organizations.”. So Much More Than Payments.

Operations 349

Operations Payments Industry Management 349

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.

Tools 262

Tools Cards Guidelines Online 262

Perficient

SEPTEMBER 22, 2020

Advanced AI for content management. New D365 Supply chain management tool with real-time inventory, voice channel and project operations. Project Cortex is now SharePoint Syntex. It will be available for purchase from corporations on October 1. Power Automate Desktop delivers RPA (Robotic Process Automation) for users.

Analytics 593

Analytics Meeting Video Data 593

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.

Industry 467

Industry Compliance Examples Risk Management 467

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. You need to manage multiple product lines across different customer bases and geography.

Operations 195

Operations System Tools Management 195

Perficient

FEBRUARY 17, 2021

Previously , I discussed the role of sales enablement in investment management. For a sales enablement program to be successful at its launch and continue to be effective over time, it has to have the right mix of technology tools, and cross-functional teams. The spectrum of tools is broad.

Tools 340

Tools Training Management Technology 340

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

Perficient

OCTOBER 18, 2021

Additionally, the more an institution supplies customers with control over how they want to manage their account and be communicated with, the better the outcome from the customer. Tips to optimize workflow design in collections include: Taking care to operate with a singular focus. Customer experience really matters in collections.

Strategy 492

Strategy Customer Experience Analytics Groups 492

South State Correspondent

JUNE 22, 2023

In the last article, we covered the basics of EOS ( HERE ), the Entrepreneurial Operating System, and how some banks use it to improve productivity. EOS comprises a series of tools and concepts that guide leaders in managing and optimizing their operations. The project manager?

Tools 195

Tools Meeting Management Leadership 195

PYMNTS

OCTOBER 14, 2020

Spend management was the focus of innovation in the commercial card space this week thanks to partnerships and investments in firms aiming to help companies keep track of expenses. Monitoring fuel purchases through both cost and location is a valuable tool for fleet managers to prevent fraud and protect margins.”.

Management 238

Management Cards Innovation Fraud 238

Perficient

DECEMBER 14, 2020

Every organization manages data internally that provides support in running the operations, as well as to provide enriched content to an external audience such as buyers or distributors. Finding the right tools to utilize for data analysis can be tricky and hard to understand, but resources like these can help you along the way.

Analysis 340

Analysis Data Tools Analytics 340

Abrigo

DECEMBER 20, 2024

Likely trends are shaped by a dynamic rate environment The top issues facing executives managing credit portfolio risk and the balance sheet at financial institutions are shaped largely by the dynamic rate environment, according to Abrigos outlook for major trends in the year ahead. Navigate rate environment uncertainty with confidence.

Management 195

Management Risk Management Trends Lending 195

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

FEBRUARY 11, 2021

It’s vital to understand that Power Platform isn’t a single tool. Instead, it’s a suite of tools operating on a single platform. The beauty of all of these tools is the simplicity with which they can be used by non-developers. Power Platform can help them bring these ideas to life. How Makers Can Leverage Power Platform.

Tools 470

Tools Maine Analytics Study 470

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

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.

Tools 195

Tools Regulation Data Resources 195

Perficient

OCTOBER 20, 2020

Honing in On Order Management and Supply Chain. Invest in your order management and supply chain systems. The more consumers opt for omnichannel delivery such as BOPIS or ship-from-store, the more employees will have to manage where products are coming and going. Implementing Tools to Keep Users Updated.

Online 484

Online Mobile Management Retail 484

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

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. Empower through Delegation.

Training 371

Training Management Operations Resources 371

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

JUNE 5, 2020

Multiple regulatory controls are required for the custodianship of patient and customer data, creation of secure software systems, governance of development environments, and ensuring proper management of audit information. Intake, Construction, Release Management), and DevOps pipeline tooling. Operational Security.

Compliance 332

Compliance Security Software System 332

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

Perficient

NOVEMBER 20, 2020

Synthetic content – imagery and video created using graphic arts tools and software – is a valuable tool in the race to personalize. Your target customers may include consumers, farming operations of various sizes, construction companies, and other fleet operators, each with a unique and specific use case in mind for your product.

Video 322

Video Tools Digital Strategies Marketing 322

Perficient

JANUARY 27, 2021

To prepare for the challenges of tomorrow, it is imperative that modern finance leaders are equipped with the knowledge and tools to make informed and sound strategic decisions. Leverage driver-based planning, zero-based budgeting, and predictive analytics to quickly develop, manage, and publish strategic, financial, and operational plans.

Analytics 348

Analytics Resources Tools Management 348

PYMNTS

JUNE 25, 2020

As accounts payable (AP) and accounts receivable (AR) operations continue to converge for many organizations, buyers and suppliers are increasingly acknowledging the value of using each other’s technology platforms to promote stronger B2B relationships. Peasy Explores The Early Payment Incentive. Peasy recently launched in the U.K.

Tools 282

Tools Operations Management Meeting 282

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

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

Perficient

SEPTEMBER 28, 2020

We believe that there tends to be a gap in strategy when a business strategy meets the operational elements. Decide: Make operations and technology decisions that align with your defined customer experience and plan. Operations: What capabilities do you need to create the experiences defined above? Do they need sales tools?

Strategy 309

Strategy Tools Operations Customer Experience 309

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.

Management 195

Management Fraud Software Compliance 195