Abrigo

NOVEMBER 9, 2022

Financial institutions work to meet Q1 2023 CECL deadline A CECL implementation survey by Abrigo found progress by financial instittuions is mixed ahead of the upcoming deadline. . Takeaway 1 10% of banks and credit unions have completed CECL adoption, according to Abrigo's CECL implementation survey. Progress on CECL.

Survey 195

Survey Software Resources Meeting 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

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

South State Correspondent

SEPTEMBER 20, 2023

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. Cash flow stability is also a factor in cash management profitability.

Management 195

Management Survey Industry Community Bank 195

Payments Dive

OCTOBER 3, 2023

Millennials are the most willing age group to consider BNPL to manage holiday spending amid rising prices, according to a Square and Afterpay report.

Survey 243

Survey Millennials Groups Management 243

Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 3 Seven steps of change management will jump-start the implementation and improve adoption and digital transformation. Not in all cases.

Management 195

Management Software Survey Fintech 195

PYMNTS

NOVEMBER 10, 2020

Businesses of all sizes struggle with capital management, regardless of whether they employ staff or seek out third parties to handle their cash flows, accounts payable (AP) and accounts receivable (AR) processes and other related tasks. Factors Affecting Working Capital Needs. Having too much cash on hand is a mixed blessing, however.

Capital 218

Capital Management System Examples 218

Perficient

AUGUST 18, 2022

In fact, in a survey conducted by MagnifyMoney , 42% of respondents (notably, 48% of women and 35% of men surveyed) indicated they believe financial advisors are “only for wealthy people,” and 25% of respondents indicated they don’t see the need for a financial advisor for those younger than middle-aged.

Millennials 473

Millennials Management Tools Strategy 473

Perficient

SEPTEMBER 18, 2020

This commissioned Forrester Consulting study includes the results from a survey of more than 200 supply chain professionals to gain insights on how intelligent order management and automated supply chains are being utilized throughout US companies. Curious About Our Findings? Curious About Our Findings? Download the study today.

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Study Management Maine Survey 348

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. 2018 Voice Usage Survey. 2019 Voice Usage Survey. We received 1,123 valid responses to our 2020 survey. Very Unlikely. Frequently. Occasionally.

Trends 592

Trends Mobile Survey Study 592

Perficient

JULY 30, 2020

Louis Post-Dispatch survey.” ” Jason Hudnall , general manager. Louis Local Business Unit who each do a tremendous job supporting their teams,” shares Jason Hudnall , general manager. Louis’ best midsize companies to work for. “I The Significance of Being Named a Top Workplace in 2020.

St. Louis 530

St. Louis Missouri Minnesota social media 530

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

South State Correspondent

SEPTEMBER 12, 2024

In this article, we look at a counterintuitive strategy when managing CDs to increase deposit performance. Simplify When Managing CDs A couple weeks ago, we discussed how best to leverage odd-month CDs and how best to use “specials” effectively ( HERE ).

Management 195

Management Community Examples Marketing 195

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

Abrigo

JULY 9, 2021

Managing multiple vendors can be complex and expensive. Collaborations between fintech and financial institutions can help institutions increase revenues, generate new offerings and new business, and enhance the borrower experience, but it can also become difficult to manage as the number of partnerships grows. Download Now.

Management 195

Management Resources Lending Training 195

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. You can also check out their official blog here. Viva Learning.

Study 531

Study Survey Trends Tools 531

Perficient

DECEMBER 2, 2020

According to Gartner’s CMO Spend Survey 2020-2021 , marketing technology currently accounts for 26% of budgets – a larger percentage than media, in-house labor, and agencies. Despite budget cuts due to the COVID-19 pandemic, 68% of CMOs expect their martech spend to increase in the coming year.

Technology 322

Technology Marketing Houston Marketing Automation 322

PYMNTS

SEPTEMBER 29, 2020

The pain points that accounts receivable (AR) teams most commonly experience can be boiled down to three underlying and related problems: continued reliance on manual AR management practices, and the resulting lack of speed and high operating costs associated with managing receivables.

Data 303

Data Innovation Survey Management 303

Perficient

DECEMBER 3, 2020

Polls and surveys and checklists… Oh my! Gathering info and keeping track of things has never been easier with the new app templates for polls , surveys , and checklists in Teams! If you’re more of a survey type of guy/gal, check out ways to gather feedback via surveys here. Image provided by Microsoft.

Meeting 520

Meeting Survey Video Conference 520

PYMNTS

SEPTEMBER 18, 2020

To that end, joint research between PYMNTS and Visa , in a study titled Marketplaces as Retail’s New Front Door , found that 60 percent of surveyed businesses that are not currently using online marketplaces would like to do so. Roughly 27 percent of surveyed firms report waits of between three to five days.

Online 354

Online Survey Maine Study 354

Perficient

JANUARY 11, 2021

Managing a mobile product is about researching new ideas, iterating quickly, and using those learnings to move in the right direction. You can start making changes today to manage your mobile app as a mobile product and adapt to this new reality. . Mobile t ech debt needs to be managed and addressed. Our Mobile IQ?

Mobile 502

Mobile Strategy US Management 502

Perficient

SEPTEMBER 30, 2020

A Survey of Over 150 Enterprise Executives. For that reason, we conducted a survey of 154 executives from enterprise organizations. What follows is six of the major themes we saw in analyzing the survey response data. Some businesses thrived, others managed to survive, and some had to close their doors.

Video 508

Video Survey Strategy Marketing 508

Abrigo

FEBRUARY 27, 2020

Abrigo's Business Lending Readiness Survey found many processes stymie those efforts. Abrigo’s 2020 Business Lending Readiness Survey found many bankers are dealing with processes that stymie those efforts. Survey: Repetitive data entry common. Another 9% of respondents said turnaround is 8 weeks or longer. learn more.

Lending 243

Lending Survey Data System 243

PYMNTS

SEPTEMBER 27, 2020

About 70 percent of the 500 companies surveyed said that they expected remote working during the pandemic to increase the cost of a breach; four-fifths told researchers said they expected it will take longer to notice and secure a breach. IBM reported the average cost of a single breach for a business is nearly $4 million, according to FT.

Security 323

Security Company Fraud Survey 323

PYMNTS

JANUARY 18, 2021

One recent survey reported that more than 37 percent of companies that have hired staff members during the health crisis have experienced new struggles related to remote onboarding and training, and about one-third said hiring in a virtual environment has been a major issue. .

Fraud 281

Fraud Survey Training Resources 281

PYMNTS

DECEMBER 14, 2020

Massachusetts Mutual Life Insurance Company (MassMutual) has agreed with Stone Ridge Asset Management , which has over $10 billion in assets under management (AUM), for MassMutual to acquire FinTech registered investment advisor (RIA) platform Flourish , according to a press release.

Massachusetts 229

Massachusetts Fintech Survey User Experience 229

Perficient

NOVEMBER 1, 2020

As the 2020 holiday season is fast approaching, we surveyed over 150 marketing executives to find out what they think is likely to happen this holiday season and how they're. Holiday Season Survey Featured Image. In August, we surveyed 154. pharmacist. [Q&A Q&A Series] The Future of Healthcare: Momentum.

Google 416

Google Survey User Experience Mobile 416

PYMNTS

DECEMBER 18, 2020

At the start of the pandemic, many organizations deployed simple COVID-19 screenings, such as self-reported health surveys, to support re-entry to workplaces and other institutions,” Paul Roma , general manager of IBM Watson Health, said in a press release on Friday (Dec.

Survey 288

Survey Security Fraud Community 288

Perficient

FEBRUARY 19, 2021

Indeed does a great job of breaking down the different roles management and leadership play in initiatives like team engagement: Leadership is often based on a mission, while management is often based on a specific task being completed. Management is more quantitative, while leadership is more qualitative.

Leadership 352

Leadership social media Survey Meeting 352

Perficient

AUGUST 28, 2020

A recent survey by Definitive Healthcare identifies that nearly 55% of respondents believe telehealth’s greatest staying power lies in the routine care of chronic conditions. Certainly, IoT represents a ready frontier in healthcare , the place where outer limits are being tested and tried in both facility management and patient care.

St. Louis 340

St. Louis Missouri Analytics Apple 340

Abrigo

DECEMBER 28, 2023

Top banking risk management papers and infographics Abrigo experts' insights on deposit pricing, stress testing, loan review, and CECL were popular with banking risk professionals. Indeed, regulators and management alike focused on these risks more and more in 2023 following the failure of Silicon Valley Bank and repeated rate hikes.

Resources 221

Resources Risk Management eBook Strategy 221

Abrigo

FEBRUARY 13, 2020

Using a banking relationship manager helps your financial institution capture all customer/member information in a consistent, efficient manner. Power’s 2020 Customer Satisfaction Survey. Use customer relationship managers to elevate relationship banking. Learn more. Customize banking relationships at scale.

Community 273

Community Lending Management Innovation 273

Abrigo

OCTOBER 10, 2023

Last year's 2022 Loan Review Survey by Abrigo found these four common challenges in effective loan review. Learn what other banks are doing to manage. Permanently remote Collaboration: Maximizing remote work The 2022 Loan Review Survey found that approximately 78% of loan review staff work remotely, either partially or entirely.

Training 195

Training Survey Resources Software 195

Abrigo

OCTOBER 10, 2023

Last year's 2022 Loan Review Survey by Abrigo found these four common challenges in effective loan review. Learn what other banks are doing to manage. Permanently remote Collaboration: Maximizing remote work The 2022 Loan Review Survey found that approximately 78% of loan review staff work remotely, either partially or entirely.

Training 195

Training Survey Resources Software 195

PYMNTS

OCTOBER 12, 2020

With Chase First Banking, built in collaboration with Greenlight, parents and kids will be able to work on managing allowances, check off chores and look at spending, the release says. The app comes absent of any monthly fees and will hopefully help parents educate children on the importance of money management.

Community Bank 252

Community Bank Survey Management Community 252

PYMNTS

SEPTEMBER 13, 2020

Lloyds will now integrate its asset finance application programming interface (API) into the FinTech software company's asset finance customer relationship management (CRM) platform, which will give brokers using the CRM the option to submit finance proposals directly to the bank with a new level of speed, the report stated.

Analysis 294

Analysis Survey US Report 294

PYMNTS

JANUARY 24, 2021

The findings were generated by surveys IHS Markit conducts in the hope of foreshadowing trends that emerge later in high-profile, official surveys. Manufacturing PMI — an abbreviation of purchasing managers index — is 59.1, Operators of U.S. Composite Output Index is 58, up from 55.3 in December; the Flash U.S. up from 54.8

US 255

US Survey Trends Marketing 255