Perficient

FEBRUARY 24, 2025

Driven by factors ranging from generational wealth transfer to technological advancements, Perficients Principal in Wealth and Asset Management, Gerardo Montemayor , provides valuable insights into the wealth management trends set to transform the industry in 2025.

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Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I Engaging Leadership Inspires Collaboration and Teamwork.

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Technology Austin Leadership US 441

Perficient

DECEMBER 2, 2020

Perficient was recently included as a marketing technology integrator in Gartner’s Marketing Technology Vendor Guide, 2020. This inclusion marks the second time Perficient has been listed as a sample martech integrator in the report.

Technology 322

Technology Marketing Houston Marketing Automation 322

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.

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Report Data Security Management 393

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.'” We are honored by these recognitions for our DPA services.

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Perficient

FEBRUARY 17, 2021

EDI remains an indispensable technology that has evolved gradually over the last 50 years, but many EDI products are showing their age. Now is the time for businesses to keep pace with these changes, but to do so, it is essential to understand B2B processes and technologies and how to optimize them.

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Management Customer Experience Technology Innovation 340

Perficient

JULY 28, 2020

But which tools and technologies are the best fit – and the best investment? Forrester interviewed Perficient for its recent report The Forrester Tech Tide: Channel Software, Q2 2020. According to the report, the biggest challenge for B2B marketers this year is managing coordination with channel partners.

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Report Software Study Management 332

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).

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Report Strategy System Technology 362

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

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.

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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.

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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. Operate with a leaner team whose primary focus is the business.

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Analytics Management System Data 322

Abrigo

OCTOBER 30, 2024

Increasing efficiency of compliant AML investigations To boost AML program productivity and keep pace with evolving compliance demands, financial institutions should focus on strategic operational improvements paired with the smart use of technology. Streamline case management processes.

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Perficient

FEBRUARY 22, 2021

Throughout 2020, leading Industry analyst firms Forrester Research, Gartner and IDC have included Perficient in their reports. We begin by highlighting the “Best of 2020” report inclusions that recognized our expertise and kept Perficient top of mind. Inclusion in top reports is not a given. We launched Get Supply Chain Right!

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Report Study Leadership Industry 309

Perficient

OCTOBER 26, 2020

Perficient was listed in Forrester’s recent report, “The Forrester Wave : Digital Process Automation Service Providers, Q3 2020, The 13 Providers That Matter Most And How They Stack Up.” Consulting offerings that cover strategy, user experience, and change management, along with technology. Learn More.

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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.

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cryptocurrency Regulation Management Bitcoin 332

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. In addition, Monese adopted Thought Machine’s cloud banking platform. Monese Adopts Thought Machine’s Cloud Banking Platform.

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Innovation Technology Fintech Payments 301

Perficient

FEBRUARY 11, 2021

Artificial intelligence (AI) has quickly become one of the industry’s biggest buzzwords, and many businesses are looking to utilize this technology to provide enhanced digital experiences. It continues to be adopted across various industry and technology verticals – including product information management (PIM).

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Perficient

MARCH 17, 2025

The financial services sector is experiencing transformative changes driven by technological advancements and innovative trends. Our experts have identified the most impactful trends across banking , wealth and asset management , and payments.

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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.

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Report Data Analytics Industry 275

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.

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How To Management Report Strategy 245

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?

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Report Compliance Security Regulation 294

Perficient

AUGUST 4, 2024

In today’s rapidly evolving digital landscape, financial services organizations are increasingly relying on cutting-edge technologies to stay competitive and deliver exceptional services to their clients. Regulatory Reporting and Compliance Automation Compliance reporting is often a resource-intensive process.

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Industry Compliance Examples Risk Management 467

PYMNTS

NOVEMBER 15, 2020

Mobile-first fiscal management solution Fiskl has joined up with Samsung Appstack to help keep small- to medium-sized businesses (SMBs) competitive through collaborations and project management, according to a press release. The pandemic has engendered a number of new obstacles for companies.

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Samsung Management Mobile Resources 263

Perficient

NOVEMBER 10, 2020

The first step in becoming a more agile finance organization requires transforming the people, processes, and technologies. OneStream is a driving force that enables financial transformation and helps organizations move to the next level of corporate performance management (CPM). How you can streamline your financial close processes.

How To 309

How To Analytics Report Analysis 309

Abrigo

OCTOBER 22, 2024

Federal Trade Commission (FTC) reported consumers lost more than $10 billion to fraud alone in 2023. Each fan could represent a report of suspicious activity targeting an older adult filed by banks and credit unions so far this year. But here’s where it gets interesting: as threats evolve, so too does the technology used to fight them.

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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 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

PYMNTS

NOVEMBER 25, 2020

Financial services providers have looked to solve these frictions using real-time payment tools, and their efforts are being realized as businesses and consumers alike grow more comfortable with new banking technologies. PYMNTS’ data revealed that many consumers are now seeking real-time access to their funds, with 35.2 About The Tracker.

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Report Trends Payments United States 260

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

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

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.

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Perficient

FEBRUARY 4, 2021

Technology maturity, opportunity cost, fast-changing regulations, delays, failed POCs, and more are roadblocks an experienced partner can help guide you through. Forrester Now Tech: AI Consultancies, Q1 2021 Report. As AI continues to expand its reach into the enterprise, so does the desire to maximize its full potential.

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