Perficient

MARCH 22, 2023

In the rising interest rate environment, management had invested like an S&L executive of the 1980s and had a similar outcome. Regulations are likely to be proposed, and executives at financial institutions will be reviewing their balance sheet structure as well as what reporting requirements will likely be required by regulators.

Report 474

Report Regulation Capital Management 474

Perficient

FEBRUARY 3, 2021

ERP Essentials – Business Process Design, Optimization, Reporting Requirements. CEO straight down to all levels of management ? Identify Reporting Needs Early and from the Top Down. There is no doubt, after many years of working and managing large ERP projects, that this effort should be performed up front and from top down.

Report 348

Report Management Data System 348

Perficient

FEBRUARY 3, 2021

Key services include strategy, design, consulting, implementation, training and enablement, change management, and support.”. Forrester Now Tech: Salesforce Consulting Partners, Q1 2021 Report. Perficient’s Functionality Lies in Technology Services.

Report 507

Report Training Technology Strategy 507

Perficient

JANUARY 5, 2021

With a familiar and intuitive interface, Power BI Desktop makes connecting to a data source and creating useful reports easy. Upon completion of your report, you can publish it from within Power BI Desktop to the Power BI S ervice where it can be shared and viewed in a web browser by the intended parties.

Report 393

Report Data Security Management 393

Perficient

FEBRUARY 17, 2021

In this blog, we will explore Boomi’s EDI Management Platform and how you can get started with modernizing your EDI network. Boomi’s B2B/EDI Management Platform capabilities. Trading Partner Reporting Portal : The new Boomi portal provides authorized users essential EDI documentation.

Management 340

Management Customer Experience Technology Innovation 340

Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

Perficient

NOVEMBER 15, 2020

labor force working remotely, managing devices has become more important than ever. Luckily, Microsoft has made great advancements in device management capabilities, many of which we’ll discuss today. In this blog, we’ll go over four main areas of Endpoint Management: Creating an app deployment.

Management 348

Management Security Policies Data 348

Perficient

SEPTEMBER 29, 2020

The Forrester Wave report identifies Perficient as one of “13 providers that matter most…” Says the report, “Reference clients praised the firm’s ‘proficiency in all aspects of the technology stack.'” The report examines implementation service providers for their work with DPA technologies.

Report 340

Report Analysis Strategy Technology 340

Perficient

NOVEMBER 24, 2020

The second half of 2020 has been an exciting period for our Microsoft team, with Forrester listing us in four reports that relate to capabilities within our Microsoft practice. The New Wave report differs from Forrester’s traditional Forrester Wave report in the way that it only assesses emerging technologies (such as computer vision).

Report 362

Report Strategy System Technology 362

Perficient

FEBRUARY 16, 2021

Oracle is introducing major enhancements to its EPM reporting capabilities with the February 2021 update. These enhancements will undoubtedly provide Oracle EPM customers the opportunity to expand their current reporting abilities to meet the challenges facing organizations today. Migrating from FR to the New Reports is Possible.

Report 322

Report User Experience Taxes Meeting 322

PYMNTS

OCTOBER 9, 2020

A government report found that airplanes have a number of digital technologies that might become susceptible to hackers and says American regulators have not put sufficient methods in place to contend with the risk, Bloomberg reported. The Government Accountability Office (GAO) noted in a report Friday (Oct.

Report 348

Report System Regulation Technology 348

Perficient

MARCH 1, 2021

Managing an analytics ecosystem for an organization is a mission critical responsibility. While a Cloud approach tremendously reduces the maintenance overhead, there are still several areas that a managed service provider can help you with.

Analytics 322

Analytics Management System Data 322

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. However, compliance risks often present significant challenges for financial institutions managing complex investment portfolios.

Compliance 195

Compliance Technology Operations Risk Management 195

Abrigo

OCTOBER 30, 2024

A structured quality control process that includes the regular review of high-risk cases and the timeliness of the institution’s AML reporting can catch inefficiencies early. Streamline case management processes. One of the largest areas for improvement in AML programs is case management.

Compliance 221

Compliance Training System Management 221

Perficient

MARCH 25, 2025

It’s the new gold, the ticking time bomb of risk, and the bane of every regulatory report that’s ever come back with more red flags than a beach during a shark sighting. ”) Regulatory reporting (because nobody likes surprise visits from auditors) Start small, prove it works, then expand.

Data 221

Data Case Study Compliance Regional 221

Perficient

APRIL 26, 2022

FINRA member participation in TRACE is mandatory and obligates members to submit transaction reports in TRACE-eligible securities to conform with the Rule 6700 Series. The USA allows a member firm to report trades on behalf of another FINRA member to the approved facilities included on page two of the USA. Interested in learning more?

Report 294

Report Compliance Security Regulation 294

Perficient

AUGUST 12, 2022

As a result, according to Forrester’s AI Service Providers Landscape, Q3 2022 report, “47% of data and analytic decision-makers indicate that they will partner with service providers to access AI capabilities.” For this report, Forrester requested information from each vendor and asked the vendor detailed questions.

Report 275

Report Data Analytics Industry 275

Gonzobanker

FEBRUARY 13, 2025

The McKinsey report also found that most companies do not use 40% of the reports created for a significant length of time. That is an investment that requires management from every leader at the bank. So, how do smarter banks manage this area well and get maximum investment return? They design from desired outcomes.

Data 78

Data Management Strategy Study 78

Perficient

JULY 18, 2024

Wealth management is evolving rapidly, driven by generational shifts, changing advisor roles, new business models, regulatory demands, and a growing preference for low-cost passive products. This powerful capability equips wealth management partners to support clients more efficiently and build a competitive advantage.

Management 221

Management Data Customer Experience Innovation 221

Abrigo

FEBRUARY 14, 2024

Find commercial real estate risks in the loan portfolio Sound risk management practices in commercial real estate lending help lenders manage CRE credit losses and protect the portfolio's profitability. LISTEN Takeaway 1 Effective CRE risk management involves adapting to changing market fundamentals to avoid excessive loan losses.

Risk Management 195

Risk Management Management Lending Capital 195

Perficient

DECEMBER 19, 2023

In the dynamic realm of investment management, maintaining a competitive edge is paramount. Our client, a dynamic, independent investment management and strategic advisory firm, recognized the rising significance of Environmental, Social, and Governance (ESG) metrics in shaping investment decisions and reporting.

Report 221

Report Analysis Data Meeting 221

Perficient

OCTOBER 6, 2021

Forrester defines RPA services as: “Services that enable the robotic process automation (RPA) lifecycle, including consulting, solution architecture, governance and enablement services, bot design and development, bot management, and bots as a service, rendered either on-premises or as a service.”. Learn More About Perficient.

Management 508

Management System Report Software 508

Perficient

JUNE 1, 2022

So far in our 6-part blog series explaining the intricacies of TRACE, we have defined TRACE reporting, detailed the prep work to be done in order to effectively report TRACE transactions , and reviewed considerations for alternative trading systems. by programming systems to delay reporting until the end of the reporting period.

Report 294

Report Security Regulation System 294

Perficient

AUGUST 4, 2024

Customer Relationship Management (CRM) Enhancement Financial organizations can enhance their CRM systems by integrating them with Azure Logic Apps, Azure Functions, and Azure Service Bus. Regulatory Reporting and Compliance Automation Compliance reporting is often a resource-intensive process.

Industry 467

Industry Compliance Examples Risk Management 467

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

Abrigo

MARCH 21, 2025

Must report on loan distribution and loan-to-deposit ratios. Intermediate banks (assets between $600 million and $2 billion) Required to include Retail-Based Assessment Areas (RBAAs) in reporting if more than 50% of retail loans were originated outside of Facility-based Assessment Areas (FBAAs).

Compliance 195

Compliance Strategy Data Lending 195

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.

Strategy 195

Strategy Management Taxes Meeting 195

Abrigo

NOVEMBER 14, 2024

Annual training sessions should be mandatory for all employees to understand the red flags of suspicious activity and their reporting responsibilities. Ensure management and board of director oversight : A strong compliance culture starts at the top. Provide timely updates in response to changes in regulations.

Compliance 221

Compliance How To Training Software 221

Perficient

FEBRUARY 16, 2023

What is ServiceNow Financial Services Operations (FSO): Financial Services Operations (FSO) is an out-of-box offering by ServiceNow utilizing its existing platform custom-tailored to the use cases for Financial Institutions providing a comprehensive solution for managing operations end-to-end.

Operations 474

Operations Industry Compliance Management 474

Perficient

JULY 1, 2020

Forrester has included Perficient in its Now Tech: Oracle Apps Implementation Services Providers, Q2 2020 report. Within the report, Forrester examined implementation service providers for their work with Oracle Cloud apps including ERP Cloud, EPM Cloud, and HCM Cloud as well as legacy-oriented apps like PeopleSoft and E-Business Suite.

Training 452

Training Report Analytics Resources 452