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

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.

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Report Management Data System 348

Abrigo

NOVEMBER 22, 2024

Strategies for writing a better SAR narrative With over two million suspicious activity reports (SARs) filed annually, how do you write a SAR narrative that will stand out to law enforcement? What is a SAR narrative?

Report 221

Report Regulation Compliance Resources 221

Abrigo

SEPTEMBER 14, 2020

Key Takeaways ALM professionals often inquire about reports they can run using their ALM models to help manage their financial institutions. It's a good question, because the impact of changes are often hard to discern in the short term -- the focus of our typical reports. What kind of reports can your ALM model provide?

Report 195

Report Management Comparison Capital 195

Abrigo

SEPTEMBER 14, 2020

Key Takeaways ALM professionals often inquire about reports they can run using their ALM models to help manage their financial institutions. It's a good question, because the impact of changes are often hard to discern in the short term -- the focus of our typical reports. What kind of reports can your ALM model provide?

Report 195

Report Management Comparison Capital 195

Perficient

DECEMBER 9, 2020

Forrester Now Tech: Commerce Services, Q4 2020 Report. Forrester listed Perficient as a provider with a focus on experience and operations, able to build commerce experiences for enterprises and provide services that help build out these experiences around order management, inventory management, and payment gateways.

Report 572

Report Industry Strategy Branding 572

Abrigo

OCTOBER 18, 2024

Effective SAR narratives don't just happen Suspicious activity report writing is a skill that needs development. However, when AML/CFT professionals sit down to write a good SAR narrative for a suspicious activity report, the task can seem overwhelming. Effective SARs are created through conscious effort and diligence.

Report 221

Report Regulation Training Policies 221

Bobsguide

MAY 30, 2022

To better help asset managers of European funds be prepared for the upcoming compliance requirements and regulatory disclosure obligations under the Sustainable Finance Disclosure Regulation (SFDR), global Fintech leader Broadridge Financial Solutions has launched a new Environmental, Social and Governance (ESG) reporting solution.

Management 147

Management Report Regulation Data 147

Abrigo

DECEMBER 18, 2023

Stress testing, monitoring are essential Financial institutions should challenge assumptions about CRE risk while also watching for red flags as they manage the CRE portfolio. Bankers should examine warning signs and shore up defenses for existing income-producing CRE loans as part of commercial property loan risk management.

Risk Management 221

Risk Management Management Lending Capital 221

Perficient

MARCH 23, 2021

Previously , I outlined the data that can be reported with the FR 2052a Complex Institution Liquidity Monitoring Report. My next blog will review the tools that can be used to help with reporting. 2052A Regulatory Calculations are available from Oracle FS Liquidity Risk Management. Automated tools include the following.

Report 294

Report Tools Risk Management Data 294

Perficient

FEBRUARY 11, 2021

Do you need to manage supplier invoice payments with retainage payment terms? Oracle Cloud Payables has a new feature that provides an easy way to pay suppliers while managing and tracking a retainage amount. If you need assistance setting this up or getting it to work as desired, Perficient is here to help.

Management 309

Management Payments Report Company 309

Perficient

OCTOBER 8, 2020

Within a channel Teams gives you the capability to add a Tab and associate a universally shared Power BI report to that particular channel. Think of this a place where most of your Premium Capacity ready Only Users can consume a shared Power BI report or multiple Power Bi reports. pbix) files that is built into it. pbix) files.

Analytics 579

Analytics Management Data Security 579

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

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

OCTOBER 14, 2020

We are excited to be listed by Forrester in its recent report, Now Tech: Azure Service Providers, Q4 2020 — Forrester’s Overview of 41 Azure Service Providers. As the report notes, “Many enterprises continue to struggle with starting and continuing their journeys to the cloud.”

Report 520

Report System National Strategy 520

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

OCTOBER 10, 2020

In this article, I’ll highlight some of the biggest Teams management capabilities announced during Microsoft Ignite! . Luckily for you, Microsoft is bringing bulk policy assignment to the Teams Admin Center to make management a breeze! Device Management. Device Management Auto Alerting. Reporting and Analytics.

Management 309

Management Analytics Policies Survey 309

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

Abrigo

AUGUST 2, 2023

Takeaway 3 Financial institution management can focus on mitigating risk and understanding portfolio dynamics when the analysis is streamlined. This article outlines a structured approach to ensuring management can confidently answer inquiries about the health of their CRE segments and related credit performance.

Report 195

Report Risk Management Lending Analysis 195

Abrigo

JUNE 28, 2024

Navigating interest rate management in today's environment As regulators focus on interest rate risk management, read about what financial institutions can do to be ready for a rate drop. You might also like this on-demand webinar, "Navigating uncertain times: Strategies for effective risk management and compliance."

Community Bank 195

Community Bank Strategy Community Management 195

Abrigo

JUNE 5, 2023

Banking reports to inform risk management and strategy These reports on capital, growth, and liquidity help financial institutions spot warning signs. They help manage and shape strategy in volatile economic and industry conditions.

Report 195

Report Risk Management Capital Data 195

Perficient

MAY 26, 2020

Oracle has introduced a new feature in Data Management where users can create customized connections to its ERP systems. It is important to note, at the time of writing this blog, only BI Publisher reports can be used as templates to create the connection to sub-ledger data within Oracle Financials. Scheduling a BI Publisher Report.

Management 340

Management Data Report Examples 340

Abrigo

SEPTEMBER 29, 2022

Construction loan management software Construction loan management softwares are a windfall of efficiency for financial institutions. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Takeaway 2 Using construction loan management software is a good way to mitigate risk.

Software 195

Software Management Lending Tools 195

Abrigo

SEPTEMBER 7, 2023

Adapt to a dynamic banking environment with real-time lending & credit data Lender dashboards and reports showing the lending pipeline, pricing trends, emerging risks, workflow bottlenecks, etc. Another hurdle for financial institutions can be identifying key reports that can help make more informed decisions.

Report 195

Report Lending Trends Data 195

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

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

Abrigo

FEBRUARY 7, 2023

You might also like this webinar, "How to manage a high-performing construction loan portfolio." WATCH Takeaway 1 The OCC recommends that construction lending risk be managed by specialized real estate and construction lenders who report to the credit department. Takeaway 2 Construction lending risk is unique.

Lending 195

Lending Management Risk Management Software 195

Perficient

AUGUST 14, 2020

OneStream’s Financial Task Management (UTM) solution is a web-based platform that provides customers with a central location for managing period closing activities for their entire organization. Task Manager is made up of activities called “Tasks”. To learn more about Task Manager see this page on OneStream’s website: [link].

Management 309

Management Groups Examples Training 309

Abrigo

SEPTEMBER 21, 2022

Driving efficiency and reducing risk Construction loan risk management software leverages technology and sound process management to pull construction lending away from its manual roots. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Construction loan risk management.

Risk Management 195

Risk Management Software Management Lending 195

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