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.

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PYMNTS

DECEMBER 7, 2020

Digital B2B innovations therefore present not only a solution to the question of how to support a remote workforce, but also an opportunity for businesses to streamline and improve upon their existing clunky legacy payments operations. RLJ Financial On Managing B2B Spend With Virtual Cards. About The Playbook.

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Perficient

AUGUST 23, 2021

Connected experiences, in the context of the customer relationship, are driven by a robust data set that confidently presents integrated, diverse data to enable actionable insights that can be automated across the customer’s journey. Perficient predicts that AI / ML will influence 30% of customer interactions within the next year.

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Data Analytics Trends Fraud 508

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.

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South State Correspondent

MARCH 24, 2025

In a previous article ( HERE ) we discussed how a portfolio of commercial loans with various expected average lives resulted in different net present value (NPV) of income over a ten-year period. The biggest cross-sells for a commercial mortgage are deposits and treasury management services.

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Abrigo

FEBRUARY 6, 2025

Meeting investment accounting and reporting requirements The right technology tools can help institutions manage investment accounting compliance and risk exposure across various investment types. Accurate and streamlined investment accounting supports overall risk management, particularly in areas like credit, market, and liquidity risk.

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Perficient

SEPTEMBER 8, 2020

. “Headless” has been a buzzword for more than a few years in the CMS space, but what exactly is a headless content management system? In short, content management systems (CMS) have traditionally handled content management and rendering (creating markup and serving to web browsers or other clients).

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Perficient

AUGUST 12, 2020

Specifically, as part of our Microsoft Teams Summit, the following sessions are available for viewing: Empowering Your Organization with Microsoft Teams , presented by Perficient Modern Work Director, Ron Jones, and Perficient Modern Work Director and Microsoft MVP and RD, Joel Oleson. Other Microsoft Insights.

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Abrigo

MARCH 31, 2025

The lender needs to put forth an accurate and complete picture of the borrowernot only for the borrowers sake, but also for the financial institutions risk management. You might like the on-demand webinar, "Credit presentations: Developing a high-quality credit memo." Book loans faster while managing risk.

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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. Leveraging personas is key. This means that the more personalized the approach is when communicating with a customer, the better.

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Perficient

MARCH 17, 2025

Our experts have identified the most impactful trends across banking , wealth and asset management , and payments. This blog brings together these insights, presenting the top financial services trends for 2025. These platforms are reshaping how financial institutions manage payments, wealth, and client interactions.

Trends 221

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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

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.

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Management Risk Management Regulation Compliance 221

South State Correspondent

JANUARY 14, 2025

The graph below shows in the blue line where short-term rates have been since 1985 to the present. Common Sense and Skew in Asset-Liability Management Normally, politicians, especially populists, have a penchant for fiscal expansion. Below is a graph showing short-term rates and 10-year Treasury yield from 2000 to the present.

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South State Correspondent

OCTOBER 16, 2024

Get A Product Manager, Set a Strategy & Measure Performance The lack of attention on debit cards almost stems solely from the fact that few banks have a debit card product manager, a distinctive strategy, a tactical plan, or a set of key performance indicators that track progress.

Cards 195

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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.

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Abrigo

FEBRUARY 12, 2025

Understand and meet borrower expectations For community financial institutions (CFIs), small business lending presents both a challenge and an opportunity. Instead, financial institutions should focus on managing risk through better loan decisioning models. Fintechs are thriving on our inertia," said Kirby.

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Lending Risk Management Community Fintech 195

South State Correspondent

APRIL 2, 2025

However, for community banks, these challenges can also present some opportunities. Community banks can offer short-term and bridge loans to help clients cover increased costs until supply chains stabilize and working capital loans to support clients in managing operational expenses amid fluctuating costs.

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Community Bank Community Policies National 221

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. Meeting Updates. Dynamic View.

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Meeting Video Compliance Operations 508

South State Correspondent

SEPTEMBER 12, 2024

In this article, we look at a counterintuitive strategy when managing CDs to increase deposit performance. Simplify When Managing CDs A couple weeks ago, we discussed how best to leverage odd-month CDs and how best to use “specials” effectively ( HERE ).

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Management Community Examples Marketing 195

Perficient

MARCH 19, 2021

It makes my day when someone reaches out to me to say that they got a new idea from the community, applied it, and saw a positive result,” said Jennifer Rostal , project manager, ScrumMaster, and Scrum Foundations Educator. Scrum Certifications Offered at Perficient.

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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.

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Examples Capital Data Case Study 221

Perficient

FEBRUARY 10, 2021

On January 21, 2021, Kirsten Lemke from Kyriba and I were guest presenters at TMANY (Treasury Management Association of New York) for a lunch and learn. The fraud detection and prevention tools that were outlined in this presentation are part of the TMS, specifically Kyriba offerings. Any that are more problematic?

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New York Fraud Tools System 309

Perficient

JUNE 11, 2020

Centene, a large multi-line managed care organization, was looking to modernize and streamline its corporate performance management (CPM) applications. But if you’re unable to make it, all registrants will receive links to the presentation materials and a recording of the on-demand webinar post-event. Register today!

Analysis 332

Analysis US System Management 332

Perficient

MARCH 5, 2021

Once the project is created, you can import.dacpac or database/script to import scripts from the existing database or generate the script using SQL Server Management Studio (SSMS) and add it into the visual studio project. To set up the Pipeline, follow the steps shown in the below video presentation.

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How To Video Data Management 471

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.

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Resources Compliance Management Training 195

Perficient

AUGUST 25, 2020

Recently, Perficient’s Scott Albahary , Chief Strategist of Financial Services, and Arvind Murali , Chief Strategist of Data Governance, presented a webinar that discussed what it takes for banks and insurance companies to acquire and retain customers. Watch the recording to hear Scott and Arvind discuss: Customer Data Management Challenges.

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Meeting Data Tools Strategy 348

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.

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Strategy Training Analysis Security 429

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

MARCH 21, 2023

You might also like this video on managing interest rate risk. Takeaway 3 Diving deeper into depositor pricing and evaluating loan pricing to ensure compensation for the risk are among strategies to manage interest rate risk. Stay up to date with Abrigo advisors' ideas for managing interest rate risk.

Risk Management 195

Risk Management Management Strategy Lending 195

Perficient

FEBRUARY 10, 2021

David Shuford, Oracle Sales Consulting Director, and I presented a webinar on Oracle’s Clinical One and how Perficient could help companies plan, navigate, and support their transition to the unified clinical development platform. Entry and management of eCRF data, randomization data, and trial supply management all within one system.

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Study Training System Data 309

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.

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Analytics Resources Tools Management 348

Abrigo

JANUARY 17, 2025

One way to easily envision this, according to Abrigo Advisory Services Manager Manuel Aya, is to think of it as the value that arises from retaining depositors, and hence deposits, at an institution versus needing to go into the open market to fund activities. Optimize ALM operations and tailor them to your unique bank or credit union.

Strategy 195

Strategy Guidelines Management Operations 195

Perficient

DECEMBER 10, 2020

Perficient is excited to present Retail Roundtable: A Year of Change in E-commerce and Supply Chain with the Dallas Business Journal. We’ll sit down with leaders at Sally Beauty to discuss the strategies and tactics that have helped them succeed with e-commerce and supply chain management in 2020. Shifting Priorities.

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Perficient

FEBRUARY 18, 2021

Legacy Footprint: Dynamics AX, Oracle EBS, BI360, Hyperion Financial Management. Oracle Cloud: Financials, Procurement, Risk Controls, Project Accounting, Financial Close and Consolidation, Planning, and Enterprise Data Management. And automation of processes was costly, ineffective, and time consuming. Register today!

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System Management US Data 322

Perficient

MARCH 23, 2021

Other topics being presented at Oracle Health Sciences Connect include: Trial Management. Signal management. In particular, it will be interesting to hear more about the ways that new technology is expediting study start-up and build processes. Collaboration and oversight within a single platform. Decentralized trials.

Customer Experience 309

Customer Experience Analytics Study Meeting 309

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.

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