Perficient

MARCH 25, 2025

Figure out: Who gets to see what (and who definitely shouldn’t) How you’re classifying data (beyond “important” and “meh”) Where your golden records live What to do when it all inevitably goes sideways Metadata management and data lineage tracking are great, but they’re the icing, not the cake.

Data 221

Data Case Study Compliance Regional 221

Abrigo

NOVEMBER 18, 2024

Key topics covered in this post: Regulatory focus Key questons for ALCOs Governance and concentration risks Expect the unexpected Regulators 'could not be more clear' Today’s regulatory climate is turning up the heat on financial institutions when it comes to liquidity and interest rate risk management.

Risk Management 195

Risk Management Regulation Policies Management 195

Perficient

JUNE 25, 2020

Perficient and Episerver partnered with IDC, a leading industry research organization to explore what successful digital experience management looks like in 2020 and beyond. The trends identified align exactly with what we’ve been seeing the marketplace, and we’ll highlight a few here. Be sure to download the paper for the full report!

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Study Strategy Trends Technology 322

Abrigo

SEPTEMBER 15, 2022

Monitoring construction loans improves outcomes, study finds. You might also like this webinar, "How to manage a high-performing construction loan portfolio." It claims to be the first empirical study of bank monitoring within non-syndicated loans to test long-held theories that banks’ ability to monitor borrowers is a key advantage.

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Study FDIC Lending Risk Management 195

Abrigo

APRIL 28, 2022

How to get the most out of a core deposit study. You might also like this webinar, "Analyzing Core Deposits for Risk Management & Loan Growth." Takeaway 2 Understanding the key outputs of core deposit studies helps management develop deposit management strategies through pricing. Core Deposit Study Results.

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Study Analytics Strategy Management 195

South State Correspondent

NOVEMBER 14, 2024

Background We combine our experience with data from the Federal Reserve and a recent study by Lu, Song, and Zeng at the University of Washington and the University of Pennsylvania that analyzed 50 billion transactions across multiple banks and credit unions. By including the instant channel in the calculation, that settlement time drops to 1.5

Payments 195

Payments Study Survey Data 195

Perficient

JUNE 23, 2020

Join Cloud Study Jams for certification preparation, technical insights, and games. Data Management & Databases – August 18. During this 9-week event, a new topic will be covered each week, complete with virtual breakout sessions and solution keynotes. Weekly topics include: Industry Insights – July 14. Infrastructure – July 28.

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Google US Analytics Study 515

Gonzobanker

FEBRUARY 13, 2025

Recent studies by Brevo and McKinsey estimated that data costs make up roughly 5% of all non-interest expenses. Moreover, a recent study by Cisco estimated that corporate spending on data will increase 15% annually between 2025 and 2030. That is an investment that requires management from every leader at the bank.

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Data Management Strategy Study 78

PYMNTS

JANUARY 12, 2021

12) in unveiling the company’s new Loyalty Management product. Loyalty Management allows companies across industries to evolve their loyalty programs from transactional to human-centric by delivering personalized, relationship-building moments to each customer,” Schmaier said. The study also found wide adoption of BNPL options.

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Online Management Retail Study 279

South State Correspondent

AUGUST 5, 2024

If your bank is interested in baking more profitable commercial relationships – those customers with multiple bank products, where the bank holds over 50% of bank wallet, provides long-term sticky banking services and recognizes over 20% return on equity (ROE) – then the case study described in this article will be of interest to you.

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Case Study Study Community Bank Management 195

Perficient

JULY 13, 2022

I gave the exam by reading just the syllabus, didn’t have any sample questions & was very bad at time management. Question pattern: 3/4 Case study- Each case study 5 questions. Total – 15/20 Questions (Sample case study example: Contoso, Lit ware &, etc.). & & Rest 40-35 MCQ Question.

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Case Study Data Study Analytics 493

PYMNTS

DECEMBER 7, 2020

Some studies show that 80 percent of all buyer-supplier transactions could be digital by 2025, in fact, increasing the pressure on businesses to adopt digital B2B solutions — or lose their competitive edge in the rapidly shifting market. RLJ Financial On Managing B2B Spend With Virtual Cards. About The Playbook.

Management 268

Management Cards Company Innovation 268

Abrigo

FEBRUARY 21, 2025

Here are five ways financial institutions can make the most of their CECL data to help with competitive positioning, more effective pricing, asset/liability management (ALM), and other decision-making: Peer analysis and comparison We often categorize data into two types: raw/input data and the output, or enriched data.

Data 195

Data Comparison Study Trends 195

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. Accurate and streamlined investment accounting supports overall risk management, particularly in areas like credit, market, and liquidity risk.

Compliance 195

Compliance Technology Operations Risk Management 195

Abrigo

OCTOBER 30, 2024

Streamline case management processes. One of the largest areas for improvement in AML programs is case management. Instead, institutions should focus on optimizing how existing investigators work, and a focus on case management will help. One way to streamline case management is by rethinking the triage process.

Compliance 221

Compliance Training System Management 221

Perficient

OCTOBER 15, 2024

Banks process an astronomical amount of sensitive information daily—think trillions of transactions annually—and they need to manage that data efficiently and securely. With the rise of AI, machine learning, and real-time data analytics, banks will need to be even more diligent in how they manage and govern their data.

Tools 221

Tools Data Compliance Regulation 221

Perficient

JUNE 22, 2020

The Clinical One platform enables data to be shared across phases and the various functions involved in drug development, as data can be entered once for use in multiple areas, including: Randomization and Supplies Management. Data Management. Trial Management. Safety Case Management and more. Data entry. Validations.

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Training Video Study Data 423

Abrigo

MAY 27, 2022

What Makes a Successful Credit Manager Focusing on these traits can only help you become a better credit manager at your financial institution. 5 Traits of the Ideal Credit Manager. Below are five traits integral to being a successful credit manager. Credit Risk Management. Credit Risk Management.

Management 195

Management Risk Management Analysis Lending 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

MAY 10, 2022

Takeaway 3 Information from core deposit studies allows management to fund assets appropriately with non-maturity deposits. As noted throughout this “ Introduction to ALM ” blog series, a key aspect of asset/liability management (ALM) is managing assets and liabilities appropriately to generate and sustain margin.

Management 195

Management Study Analysis Groups 195

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

FEBRUARY 10, 2021

Simple approach to setting-up and deploying studies, with no downtime for users. Entry and management of eCRF data, randomization data, and trial supply management all within one system. He specifically highlighted the: Platform’s ease of navigation via only three screens for site users.

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Study Training System Data 309

Perficient

JULY 2, 2020

I recently delivered a webinar , in which I discussed the CTMS migration approaches taken across several case studies. My team has led and been a part of dozens of different implementations of Clinical Trial Management systems. This may include current active studies as well as historical data in our legacy systems.

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Study System Data Training 332

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

Perficient

JUNE 30, 2020

If you’re interested in how these data points have been changing over time, check out these links to the three prior versions of this study: 2017 Voice Usage Survey. In our 2019 study, we saw that men were 1.59 2018 Voice Usage Survey. 2019 Voice Usage Survey. times more likely to do so. The rise of the Internet of Things.

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Trends Mobile Survey Study 592

Perficient

FEBRUARY 15, 2021

A study published by MIT Sloan Management Review found that expectations exist within a “zone of tolerance” — territory within which customers accept less-than-perfect performance. The study also revealed that brands are better off “managing promises,” instead of overspending to achieve a precise performance result.

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Meeting Study Branding Innovation 428

South State Correspondent

OCTOBER 30, 2024

A survey from the CFA Institute caught our attention on why wealth management clients leave. But, do you know what the second highest reason for leaving your wealth manager was? 47% of the respondents said they left because of the poor portfolio performance. That makes sense. Communication.

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How To Data Management Study 195

Perficient

JULY 28, 2020

According to the report, the biggest challenge for B2B marketers this year is managing coordination with channel partners. Leading the Way: Partner Relationship Management (PRM). Improving lead routing and management. Some other benefits revealed in the study include: Improved data quality. Real-World Results.

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Report Software Study Management 332

Perficient

JUNE 30, 2020

Save time: Build a study in weeks instead of months ; make mid – study changes in real time ; deploy them in minutes without any cost . Streamline workflow: Put an end to numerous study builds, multiple validations, and complicated integration requirements . There is one more online event this month : .

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Data Study Video Online 322

Perficient

MARCH 17, 2025

Our experts have identified the most impactful trends across banking , wealth and asset management , and payments. AI-powered chatbots can handle routine inquiries, freeing human agents for complex issues, while AI-driven algorithms enhance fraud detection and risk management.

Trends 221

Trends Analytics Compliance Strategy 221

Perficient

DECEMBER 30, 2020

The American Customer Satisfaction Index’s recent COVID-19 special retail study showed satisfaction declines across 75% of the retail companies. But the ASCI study showed a decline of almost 5% in customer sat for internet retailers versus just a 1.3% decline for Department & Discount stores.

Online 421

Online Study Branding Customer Experience 421

Perficient

OCTOBER 24, 2024

As noted at the time by the OCC, advances in computing capacity, increased data availability, and improvements in analytical techniques have significantly expanded opportunities for banks to leverage AI for risk management and operational purposes. The evolution of electronic trading provides a valuable case study to consider.

Regulation 221

Regulation Risk Management Compliance Fraud 221

Perficient

FEBRUARY 6, 2021

Viva Insights gives individuals, managers, and leaders personalized and actionable insights and recommendations to empower everyone to achieve balance, build better work habits, and improve business outcomes. According to a recent study by Spiceworks that surveyed U.S. Viva Topics.

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Study Survey Trends Tools 531

Abrigo

MARCH 21, 2023

You might also like this video on managing interest rate risk. Takeaway 3 Diving deeper into depositor pricing and evaluating loan pricing to ensure compensation for the risk are among strategies to manage interest rate risk. Stay up to date with Abrigo advisors' ideas for managing interest rate risk.

Risk Management 195

Risk Management Management Strategy Lending 195

Perficient

APRIL 24, 2024

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.

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Strategy Data Analysis Operations 440

South State Correspondent

FEBRUARY 22, 2023

Non-Expert Deposit Pricing Management – How To Destroy Bank Franchise Value The best way to quickly destroy value is to peg a deposit product to an index such as SOFR, Prime, Fed Funds, or Treasuries. However, this doesn’t tell the whole story when it comes to deposit management.

Management 195

Management Marketing Branding Strategy 195

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