PYMNTS

SEPTEMBER 25, 2018

Fusion Risk Management is expanding its corporate risk management software offering by integrating new functionality into the tool, the company said in a press release on Monday (Sept. He added, “Fragmented programs that rely on legacy tools bear hidden costs and risks.”.

Risk Management 182

Risk Management Software Management User Experience 182

Bobsguide

AUGUST 7, 2022

Profile Software , an international financial solutions provider, announced today the launch of its pioneering solution Acumen.plus Loan Portfolio Management for corporates. Acumen.plus is constantly being enriched to deliver advanced user experience with holistic dashboards, for all types of instruments with data and analytics.

Management 88

Management Compliance User Experience System 88

PYMNTS

MARCH 6, 2019

One area where elimination of such processes can be of benefit is treasury management — specifically, reconciliation of transactions and liquidity management. Within that ambition, he said, “the only way to create real-time cash management or trading is to allow all parties to see the same pool of validated data.”.

blockchain 189

blockchain Management Data User Experience 189

Perficient

JANUARY 16, 2024

Background On October 19 th , 2023, the Office of the Comptroller of the Currency (OCC) published an article highlighting new enforcement actions and clarifying explicit rules regarding misconduct, particularly as it relates to financial abuse by senior-level management.

Compliance 221

Compliance Guidelines Policies Risk Management 221

PYMNTS

MAY 1, 2019

Corporate expense management company Divvy announced a $200 million fundraise on Tuesday (April 30) led by NEA. “Divvy has hit on a compelling product, addressing a pain point experienced by every business in the world,” said NEA Managing General Partner Scott Sandell in a statement. million raised by the company.

Management 109

Management User Experience Cards Software 109

Abrigo

DECEMBER 22, 2023

Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. They’ve also focused on managing interest rate risk in a rising rate environment. You might also like this resource, Abrigo's "2022 Loan Review Benchmark Survey Results."

Lending 221

Lending Risk Management Community Management 221

PYMNTS

APRIL 22, 2016

The challenge for the bank will be remaining competitive when the interest rate is ultimately dialed back and the offering itself – namely its features and user experience — need to steer the ship. The focus for us has to be customer experience,” Dickinson explained of the pause due to speed of growth. Functionality first.

User Experience 100

User Experience Digital Banking Customer Experience System 100

Perficient

JUNE 24, 2023

Whether you’re focused on growth marketing like experimentation / personalization, scaling your e-commerce revenue, or migrating to a new content management system, we’ll provide insights and recommendations for leveraging Optimizely’s product suite.

Tools 251

Tools Analytics Digital Strategies System 251

ZootBlog

OCTOBER 11, 2016

This norm of using mobile devices to do everything from shopping to banking, mean security and a great user experience need to go hand-in-hand. We covered everything from pain points to fraud and compliance and best practices to manage it all. That is a staggering statistic clearly pointing to a poor user experience.

User Experience 60

User Experience Mobile Data Las Vegas 60

Abrigo

MARCH 14, 2022

Accessibility of data for loan officers, managers and potentially external loan review personnel. A sound loan administration system will coordinate communication across the bank to be more consolidated, consistent, and timely. In addition, upper management and examiners will appreciate immediate access to essential reports and data.

Software 195

Software System Policies Data 195

Perficient

AUGUST 14, 2023

Among the alternatives, Optimizely stands out for its capabilities in experimentation, user experience personalization, and seamless integration with Google Analytics 4. Integration with external systems like Snowflake, Customer Data Platforms (CDPs), and real-time segments becomes imperative.

Google 419

Google Tools Analytics Strategy 419

Perficient

SEPTEMBER 9, 2020

Adding a digital touchpoint to your website, such as a customer portal, not only provides the opportunity to manage your margins, but gives the consumer direct insight into the quoting process, any changes that may occur, and what quotes will look like with future orders.

Resources 340

Resources System Marketing Strategies Strategy 340

Perficient

DECEMBER 9, 2022

One of the first things end users might notice is that the Lightning Experience is now mirrored on mobile, making the Salesforce experience intuitive as they toggle from their laptop to mobile phone. This seamless user experience also means users don’t need extra training. Step 4: Upgrade Your Users.

Mobile 294

Mobile Tools User Experience System 294

PYMNTS

NOVEMBER 30, 2018

Understanding risk, particularly its sources and how to most effectively manage it, is one of the most fundamentally important topics in payments for those who provide services and those who use them. That precipitates the need to have new ways of look at risk management.”. The Expanded World Of Risks.

Risk Management 162

Risk Management Management Payments Fraud 162

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

South State Correspondent

OCTOBER 9, 2024

The Many Silos of Banking While your bank is likely familiar with cross-functional teams composed of stakeholders from various departments, chances are they are primarily associated with projects and not strategy or management. The group sets the methodology and targets for profitability, liquidity, optionality, and interest rate management.

Strategy 195

Strategy Resources Customer Experience Groups 195

PYMNTS

OCTOBER 4, 2019

With the recent launch of the Apple Card , Apple has sent a signal that they seek to offer a better user experience than banks. The fact that Apple is entering the space should serve as a wake-up call to banks, according to Rachna Ahlawat , co-founder and executive vice president of Ondot Systems.

Apple 198

Apple Cards User Experience Examples 198

Perficient

FEBRUARY 18, 2021

With ORC, the number of integrations needed to maintain the system decreases dramatically. The manager experience is enhanced as well – one single manager self-service interface drives adoption, satisfaction and most importantly, enhances managerial decision-making when it comes to identifying quality new-hires.

Data 497

Data User Experience Tools Mobile 497

PYMNTS

DECEMBER 3, 2020

While FinTech innovators continue to drive competition with a focus on product functionality and an optimal end user experience, businesses are often forced to use outdated tools, according to Frank Dux , managing director of CoCoNet. The Drive To Upgrade. Connectivity Is Key.

User Experience 264

User Experience Fintech Innovation Technology 264

PYMNTS

JANUARY 31, 2018

That’s a metaphor, of sorts, and a caution for treasury management professionals as they navigate their swivel chairs, swiveling between spreadsheets on their desks, computer screens on desktops and even apps on their phones and tablets. When it comes to data, beware the swivel chair. But embrace integration. Why the disconnect?

Management 116

Management Data social media System 116

Perficient

MARCH 9, 2021

For example, RabbitMQ could be used where Magento needs to communicate with an ERP System. This thereby improves the overall end-user experience. Management UI. Plugin System. Stock management. Sending/Receiving order data to SAP/CRM/ERP systems. Remove the default user. What is RabbitMQ.

System 322

System CA Management Examples 322

PYMNTS

NOVEMBER 19, 2020

Kyriba’s partnership with Intesa Sanpaolo opens new opportunities to serve CFOs and treasury leaders worldwide with active liquidity management solutions to help them better navigate the ‘new normal’,” said Jean-Luc Robert , chairman and CEO of Kyriba, according to the release. “We

User Experience 219

User Experience Capital Management Fintech 219

Perficient

AUGUST 25, 2020

Hiral Shah , lead technical consultant, recently shared her thoughts on advocating for your work with BuiltIn Boston and Laura Kenny , Talent Acquisition Coordinator , wrote about in the article How Perficient Employees Slay Impostor Syndrome , a topic that everyone has the potential to experience. Find Your Support System.

Technology 572

Technology Groups Training Management 572

Insights on Business

FEBRUARY 5, 2019

Forrester Research, one of America’s preeminent market research organizations, has named IBM as one of the “most significant” and also as one of the “eight providers that matter most” for 2019 in sales performance management (SPM). IBM leverages User Experience Design (UXD) for latest software release.

Management 79

Management Analytics UX Data 79

Bobsguide

APRIL 22, 2022

For the third consecutive year, GBST has been named in the top 100 most innovative companies across the wealth and asset management industry, cementing its position as a global leader. There are strong structural growth drivers in the global wealth management space which are set to significantly increase GBST’s addressable market.

Innovation 147

Innovation Company Management User Experience 147

PYMNTS

MARCH 4, 2020

In a Masterclass conducted by Karen Webster, Norm DeLuca, managing director of banking solutions at Bottomline Technologies , said banks must put corporate clients at the center of their digital transformation roadmaps, helping those enterprises capitalize on the competitive advantage fostered by advanced technologies. The Use Cases.

User Experience 203

User Experience Data Fintech System 203

Insights on Business

AUGUST 28, 2019

If implemented appropriately, firms can use microservices to have technology infrastructure that is simpler to manage, utilizes resources more efficiently, and therefore provides additional value at a lower cost. Our experience with microservices. What is a microservice? Don’t have data? Layer in the data service.

Management 87

Management Risk Management Resources Analytics 87

Bobsguide

NOVEMBER 26, 2017

Raine, Vice-President and Director, International Private Banking Systems. In an industry where there is a continual downwards pressure on fees and asset flows, the impact of shifting demographics and technology expectations are driving a step change in the user experience demanded by.

Strategy 68

Strategy User Experience Management System 68

PYMNTS

DECEMBER 10, 2020

Commercial clients using SWIFT gpi for corporates can also get alerts about inbound and outbound payment status directly to their treasury management system. and Ireland at SWIFT. . and Ireland at SWIFT. . SWIFT gpi Instant for real-time cross-border payments and transfers went live in the U.K. earlier this month.

America 261

America Payments User Experience Tools 261

FICO

SEPTEMBER 2, 2020

How will these trends affect managing credit risk? To give an example, 45% of credit cards all over the world are managed by the strategies in FICO's credit decision support system. We have access to credit card data of more than 50 banks using FICO TRIAD Customer Manager in EMEA. into “connected decisions”.

Management 69

Management Customer Experience Risk Management Data 69

Perficient

NOVEMBER 4, 2020

Managing and configuring classification sample sets and extraction rules in layout-driven, legacy solutions, is time consuming and expensive. Modern digital businesses require systems that can continue to provide accurate results as forms and businesses evolve. Why is this different?”. A Cloud Pak for Automation Integrated Solution.

Training 322

Training Data Tools Examples 322

PYMNTS

NOVEMBER 17, 2020

American Express has enhanced its Early Pay system with digital payment features aimed at giving large businesses greater control over their ability to make and receive B2B payments, the company announced Monday (Nov. Paylocity Buys Samepage To Expand Remote Work Management. Terms of the deal were not disclosed. 16) press release.

Payments 144

Payments User Experience Software Risk Management 144

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Integrate and optimize your systems and processes, and use the right tools to enhance productivity. Learn – Preferences and Interactions.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Insights on Business

FEBRUARY 27, 2019

Forrester Research, one of America’s preeminent market research organizations, has included IBM as one of the “most significant” and also as one of the “eight providers that matter most” in its 2019 evaluation of sales performance management (SPM) solutions.

Management 79

Management Analytics UX Data 79

PYMNTS

APRIL 23, 2020

As one-person operations, they often lack the resources and know-how to manage professional finances in a compliant and efficient way, yet they have more complex tax, payments and cash flow management needs than the average individual. Easing The User Experience. That means cutting out the jargon.

User Experience 141

User Experience Management Taxes Fintech 141

PYMNTS

DECEMBER 30, 2020

As treasury management becomes increasingly digital, a bank’s corporate banking clients face challenges when it comes to modernizing treasury workflows. Embedding banking into ERP systems has been a hot topic as of late — although the buzz surrounding it has been years in the making. Many-To-Many Markets .

System 243

System User Experience Resources Marketing 243

PYMNTS

OCTOBER 9, 2019

The integration enhancements allow the tool to add SAP’s Business Application Programming Interface and Brainware’s intelligent capture technologies to capture and migrate invoice data into ERP systems.

Data 116

Data User Experience Tools Management 116