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Why Banking Strategy Should be Simple but Difficult

South State Correspondent

In this article, we will touch on innovation, technology and banking strategy to show why banks tends to overemphasize ease, familiarity and convenience instead doing the difficult task upfront that will ultimately keep things simple. Relying on your core system for a strategy, might be easy, but it also might be complex.

Strategy 195
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CRA compliance: A data-driven strategy

Abrigo

The following strategies can help institutions align their operations with regulatory expectations. This committee should include senior management and representatives from key business units, including staff familiar with existing data systems, their capabilities, and their limitations.

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The Importance of PIM for your B2B Marketplace Strategy

Perficient

PIM, as most of you readers might know, stands for product information management system. When expanding your marketplace channel strategy, it does help to sell products via existing marketplaces, but it is certainly not one-size-fits-all. However, B2B online sales are going to continue to increase in years to come.

Strategy 508
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2025 Credit portfolio risk and balance-sheet management outlook

Abrigo

Likely trends are shaped by a dynamic rate environment The top issues facing executives managing credit portfolio risk and the balance sheet at financial institutions are shaped largely by the dynamic rate environment, according to Abrigos outlook for major trends in the year ahead. Navigate rate environment uncertainty with confidence.

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2020 Database Strategies and Contact Acquisition Survey Report

47% of marketers said they have a database management strategy in place, but there is room for significant improvement. As buyer expectations to receive this type of relevant engagement continues to heighten, database management strategies are of high importance.

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What Does and Gen AI Strategy Look Like for a Community Bank?

South State Correspondent

However, not all have a specific Gen AI strategy, and they should make their journey more efficient. A quality Gen AI strategy aligns an organizations objectives, its use cases, and the delivery mechanism and metrics that measure business value. In 2025, banks evolved in managing their goals and objectives through use cases.

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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.

Strategy 440
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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. More specifically, updated data can help organizations outline key accounts for their campaigns.

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How a Managed Services Partner Can Reduce the Friction in Your RDC Program

This infographic focuses on the efficiencies community banks gain when partnering with a proven managed services provider. Treasury teams at community banks face an ongoing challenge of delivering frictionless customer experiences as they support treasury products – especially RDC. Download the infographic today!

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Foundational ABM Building Blocks

Account-based marketing (ABM) is a key strategy for driving sustainable growth. Watch this webinar with Rachael Foster, Director of Account-Based Experience at ZoomInfo, and Dan Dolph, Manager of Account-Based Experience at ZoomInfo. Today, many B2B companies use ABM teams or technologies to make sales.

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Best Practices for Accelerating the Sales Process

Think about it: with outbound prospecting, requests from management, scheduled demos, and inbound calls, chaos can quickly work its way into your strategy, deeming a “speed wins” selling mentality downright ineffective. This eBook takes a look at three headache-free strategies you can employ today to accelerate selling the right way.

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Democratizing AI for All: Transforming Your Operating Model to Support AI Adoption

With the emergence of enterprise AI platforms that automate and accelerate the lifecycle of an AI project, businesses can build, deploy, and manage AI applications to transform their products, services, and operations. Key questions for executives and leaders to answer about their AI strategy. Aligning AI to your business objectives.

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How ZoomInfo Enhances Your Database Management Strategy

It's quite a process for marketing teams to develop a long-term data management strategy. It involves finding a data management provider that can append contacts with correct information — in real-time. Forward-thinking marketing organizations have continuously invested in a database strategy for enabling marketing processes.

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Successful Change Management with Enterprise Risk Management

Speaker: William Hord, Vice President of ERM Services

A well-defined change management process is critical to minimizing the impact that change has on your organization. Leveraging the data that your ERM program already contains is an effective way to help create and manage the overall change management process within your organization. Organize ERM strategy, operations, and data.

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3 Ways Managed Device Services Help Community Banks Cut Costs

This strategy brief explores how a managed device services partner can help bridge this resource gap. However, the sheer volume of technology devices, capital constraints, and lack of skilled resources stand in the way.