South State Correspondent

JANUARY 22, 2025

Luckily, you can turn to gen AI to help you in your planning, as the strategic process is just one of the many bank processes that bankers can improve with this technology. 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.

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How To Data Training Tools 195

PYMNTS

MAY 5, 2020

In an interview with PYMNTS, Mitch Pangretic, senior vice president of strategic partnerships at Elan , said that in-person card fraud may have decreased thanks to EMV chips and multi-factor authentication, but card-not-present (CNP) scams are increasingly gaining traction. Interacting With The Cardmember.

Cards 197

Cards Fraud Guidelines Mobile 197

PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. Though technology is accelerating and improving access to information, maintained Schwartz. “A The Advantages Of Centralized Access . That funding essentially is available immediately.”.

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PYMNTS

DECEMBER 7, 2020

The trouble is that many decision-makers are unsure of which of these countless innovations are right for their firms’ unique circumstances, facing mounting pressure to find technologies that can go the farthest in easing their payment pains. RLJ Financial On Managing B2B Spend With Virtual Cards. About The Playbook.

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Management Cards Company Innovation 268

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.

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Fraud Training Risk Management Compliance 195

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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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.

Management 332

Management Meeting Tools Technology 332

Perficient

MAY 26, 2020

Both Lynn and Liz serve a vital function that acts as a conduit between Perficient and leading technology providers. The annual list includes leaders from all areas of the IT ecosystem, including technology vendors, distributors, solution providers, and other IT organizations. Creating a Platinum Partnership with Lynn Brading.

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Leadership Technology Chicago Innovation 582

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

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. As we move toward better and more tools … that process can be automated using newer technologies.” . Reconciliation Challenges.

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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

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." Want more tips for writing credit memos?

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Analysis Risk Management Management Data 195

Bobsguide

MAY 26, 2022

Generation Life CEO, Grant Hackett OAM , said: “Working together with the GBST team, we have been able to improve and expand our financial technology capabilities to allow us to build out an innovative solution for the retirement income market.

Technology 148

Technology Management Innovation User Experience 148

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.

Management 221

Management Risk Management Regulation Compliance 221

Perficient

APRIL 3, 2024

Perficient insurance experts were interviewed for Forrester’s report, “ The Top Emerging Technologies In Insurance, 2024 ,” and discussed technologies expected to emerge in the insurance industry over the next five years, considering them now, and in the short-term, medium-term, and long-term future.

Technology 221

Technology Report social media Industry 221

Abrigo

APRIL 2, 2025

But customer expectations are shifting toward instant transactions, and new and less familiar payment technologies are gaining traction. The use of new technology like generative AI in fraud scams has made deceptive communication even more difficult for unsuspecting customers to detect.

Fraud 195

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Chris Skinner

DECEMBER 16, 2018

I present regularly to retail, commercial and investment banks, wealth managers and fund managers, insurance companies and more about how technology is transforming everything. I often can feel a sense of cynicism in the room.

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Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 2 Look for signs that indicate a planned software implementation or other technology change might be at risk of failure or poor return on investment. .

Management 195

Management Software Survey Fintech 195

Perficient

JULY 30, 2020

READ MORE: Perficient Celebrates Women in Technology. Never feel hesitant or diffident in sharing your concerns, opinions, or achievements with your manager and teammates. BONUS: Sitecore Symposium 2018: Empowering Women in Technology. It has been two years since I have joined this company, and my experience has been phenomenal.

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Boston Community Resources Technology 452

South State Correspondent

MAY 9, 2022

The most significant problem with bank innovation is that bankers see or hear about a sexy piece of technology at a conference or at another bank and then acquire it. The new piece of technology ends up solving a known problem but, in the process, creates more problems, and risks, than it solves.

Technology 195

Technology Customer Experience Data Training 195

Abrigo

SEPTEMBER 23, 2020

Key Takeaways Managing a large volume of loan workouts is the next challenge facing many financial institutions. Managing loan workouts requires tackling numerous process-related decisions concerning selecting, analyzing, and tracking loans. Managing loan workouts is a chief concern among banks and credit unions these days.

Management 195

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Perficient

FEBRUARY 12, 2025

As technology advances and consumer expectations shift, staying ahead of these trends is crucial for success. As these AI technologies evolve, they will transform consumer interactions with payment systems, fostering a more inclusive and sustainable financial ecosystem. As embedded payments become mainstream, U.S.

Trends 221

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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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Perficient

MARCH 23, 2021

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

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Customer Experience Analytics Study Meeting 309

Perficient

JULY 13, 2020

Sling RepoInit is a newer technology which enables projects to set up permissions, configurations and content via OSGi configurations in a purpose-built grammar. Check out the presentation deck and recording to see how RepoInit could be useful on your project. Watch the Recording.

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Detroit Technology Management 332

Abrigo

JULY 27, 2023

Takeaway 1 Regtech uses new technologies such as AI and machine learning to streamline processes that keep organizations compliant. Regulatory technology, or regtech, can improve the efficiency and effectiveness of functions in many workplaces, and banks and credit unions are no exception.

Technology 195

Technology Fraud Compliance Regulation 195

Abrigo

JULY 27, 2023

Takeaway 1 Regtech uses new technologies such as AI and machine learning to streamline processes that keep organizations compliant. Regulatory technology, or regtech, can improve the efficiency and effectiveness of functions in many workplaces, and banks and credit unions are no exception.

Technology 195

Technology Fraud Compliance Regulation 195

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.

Strategy 429

Strategy Training Analysis Security 429

PYMNTS

MAY 19, 2020

Voice assistant technology already had an audience even before the coronavirus outbreak gave it a big boost, as it has now radically reshaped consumer habits and preferences on a global scale. Other common uses included making phone calls, managing schedules and running a person’s smart home technology. Another 41.8 Another 30.3

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Technology Millennials Retail Report 205

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

Perficient

FEBRUARY 12, 2021

My previous blog covered how HR and technology can help improve your employee engagement through artificial intelligence. Create and share a sample agenda, which can include, a meeting with Hiring Manager and the immediate team familiar with one another. Employees are savvy with technology. Keep it simple. Make it personal .

Conference 340

Conference Video Branding Meeting 340

Abrigo

OCTOBER 20, 2020

Plan for new technology and innovations. The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk.

Management 195

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South State Correspondent

MARCH 10, 2025

You go down the hypothesis-driven path and you determine you need new technology and so you define your requirements and jobs-to-be-done and you narrow down between a set of options. The main thrust here is to present the solution to get approved. Lets take an example.

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Training Maine Analytics Management 195

Perficient

SEPTEMBER 9, 2020

Adding a digital touchpoint to your website, such as a customer portal, not only provides the opportunity to manage your margins, but gives the consumer direct insight into the quoting process, any changes that may occur, and what quotes will look like with future orders. Having the Right Technology.

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Resources System Marketing Strategies Strategy 340

PYMNTS

NOVEMBER 5, 2020

As he told PYMNTS in an interview, thanks largely to the pandemic's influence on modernization, both buyers and sellers are eager to embrace the technologies that can shift the sales experience online. Yet pricing and payments continue to be a challenge for vendors hoping to optimize the user experience. Pricing Complexities. "It

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Online Strategy System Technology 358

Perficient

MARCH 3, 2021

One of their key factors is through technology. We were honored to collaborate with MiHC to develop the La Puerta portal at no cost,” said Joel Stanesa, general manager of Detroit operations, Perficient. La Puerta, Spanish for “the door”, is a dynamic roadmap for students, parents, and young professionals.

Detroit 520

Detroit Michigan Community Resources 520

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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