Perficient

OCTOBER 12, 2020

The change management team was able to ensure that every employee was ready, willing, and able to embrace a new way of working together. This project happened during the Covid-19 pandemic and required our team to educate and train many teams in a completely virtual environment.

Management 294

Management Training Tools Technology 294

Abrigo

MAY 19, 2023

Loan reviewer training and development What might a loan review curriculum look like and how can your financial institution develop good loan reviewers? WATCH Takeaway 1 Loan review departments often lack funds for training and education, but a shortage of experienced loan reviewers is a challenge for many banks.

Training 195

Training Lending Risk Management Guidelines 195

Perficient

AUGUST 14, 2020

OneStream’s Financial Task Management (UTM) solution is a web-based platform that provides customers with a central location for managing period closing activities for their entire organization. Task Manager is made up of activities called “Tasks”. To learn more about Task Manager see this page on OneStream’s website: [link].

Management 309

Management Groups Examples Training 309

Perficient

MARCH 19, 2021

It makes my day when someone reaches out to me to say that they got a new idea from the community, applied it, and saw a positive result,” said Jennifer Rostal , project manager, ScrumMaster, and Scrum Foundations Educator. Scrum Certifications Offered at Perficient.

Community 518

Community Training Management Resources 518

Perficient

JANUARY 29, 2021

OneStream is a driving force that enables financial transformation and helps organizations move to the next level of corporate performance management (CPM). In addition to having attained Diamond status, Perficient is one of only two OneStream Authorized Training partners in the United States.

Training 436

Training Houston United States Software 436

Perficient

DECEMBER 16, 2020

For one of our clients, a major telecommunications company, their existing supply chain and inventory management processes had been effectively supporting their core business. To handle this growth in complexity, their warehouses needed to implement and integrate with a warehouse management system (WMS).

System 309

System Management United States Groups 309

Perficient

JULY 29, 2020

Time is a constant adversary in project and task management. Managers are often inundated with a performance quandary. The balance between completing these quick tasks or training someone else to perform them is a struggle all managers face. Training allows for these tasks to be delegated away in the future.

Training 371

Training Management Operations Resources 371

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.

Training 423

Training Video Study Data 423

Abrigo

JANUARY 21, 2025

How would your institution manage this additional workload while maintaining compliance with daily deadlines? With a team of highly trained advisors, SAMS acts as an extension of your AML/CFT and fraud teams, seamlessly integrating to provide the expertise and monitoring you need without additional training.

Fraud 221

Fraud Training Analysis Compliance 221

Perficient

OCTOBER 13, 2020

Product Information Management (PIM) and commerce go hand-in-hand, and inRiver is the common factor that helps simplify product information for both B2B and B2C shopping channels. Training, hand-off, client onboarding, walkthrough of marketing model. Inbound: Out-of-the-box configuration. PIM Platform Integration Quickstart.

Training 508

Training Data US Strategy 508

Perficient

FEBRUARY 3, 2021

Staying on top of the trends with ongoing training and certifications. Key services include strategy, design, consulting, implementation, training and enablement, change management, and support.”. Forrester Now Tech: Salesforce Consulting Partners, Q1 2021 Report.

Report 507

Report Training Technology Strategy 507

Perficient

MAY 12, 2023

Boilers used in steam engines powered trains across the American Continent and replaced sail power, allowing faster trade between countries. Supporting large, cross-industry Supply Chain firms, he has a PMP certification and is a Six Sigma Green Belt project manager.

Management 275

Management Industry Innovation Operations 275

Perficient

FEBRUARY 25, 2021

Identify change champions and establish change management. . More importantly, train people on the process and technology. . Clear definition and understanding of the process. . Accepting the change and commitment to follow. . Define product taxonomy and roadmap . Define OKR’s – Objectives, Key results. .

Training 453

Training Tools Technology How To 453

South State Correspondent

JUNE 25, 2024

In a previous article [ here ] we discussed why community banks need product managers to ensure that financial products and services are effectively developed, launched, and managed to meet customers’ evolving needs and the bank’s risk and profitability goals. This makes the product easier and faster to implement.

Lending 195

Lending Management Community Bank Community 195

Abrigo

APRIL 2, 2025

Educate customers and staff Regularly train employees and account holders on recognizing phishing, scams, and fraud tactics. Regulators expect financial institutions to employ adequate technology and human resources to manage evolving fraud scams and risks. Machine learning models continuously adapt to new fraud typologies.

Fraud 195

Fraud System Payments Training 195

Perficient

AUGUST 25, 2020

through things like social events, training, and philanthropic activities, we try to create a culture with a little something for everyone. Perficient’s Lafayette Delivery Center is led by a charismatic woman as general manager, MaryBeth Ostasz, and fifty percent of our directors are women. Lisa Sherwood , senior agency manager.

Technology 572

Technology Groups Training Management 572

South State Correspondent

JUNE 20, 2024

Banks don’t have enough product managers. A manager may oversee the operation of a product, but few banks have product managers who drive product development and performance. This article further explores what it means to be a bank product manager. What is Bank Product Management?

Management 195

Management Training Strategy Compliance 195

Abrigo

FEBRUARY 28, 2025

Fraud risk management best practices Financial institutions (FIs) should be sure to invest in the following: Hardware: FIs should ensure that their systems are safe and that all updates and patches are applied in a timely manner. Fraud investigators should have a specific skill set and proper on-the-job training.

Fraud 221

Fraud social media Training Community 221

Abrigo

JANUARY 27, 2025

Real-world cases show that poor data quality has resulted in millions of dollars in losses and regulatory fines, underscoring the need for robust data management practices. Education and customer trust: A critical human element Building a culture of data integrity requires investment in senior leadership and employee training.

Data 195

Data Compliance Fraud Training 195

Perficient

FEBRUARY 17, 2021

Previously , I discussed the role of sales enablement in investment management. prospecting, training, sales pipeline, sales compensation). To learn more about the role of sales enablement in investment management and the success criteria for an effective sales enablement program, download our newest guide.

Tools 340

Tools Training Management Technology 340

Perficient

MARCH 1, 2021

Today, Perficient colleagues are excited to welcome 25 new women to the tech industry as the first Perficient Bright Paths training program kicks off at an online pop-up campus in Detroit! Joel Stanesa , general manager of Detroit, echoed, “We want to get to know you throughout the class and we’re here to support you.

Detroit 520

Detroit Training Community Metro 520

Abrigo

AUGUST 19, 2024

This includes having control over the BSA department’s operations, making necessary adjustments to the Anti-Money Laundering (AML) system, and managing staffing levels. Rubin highlighted that the day-to-day management of the BSA department is a responsibility that falls squarely on the compliance officer. We can help.

Resources 195

Resources Compliance Management Training 195

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 Analysis Training. Credit Risk Management.

Management 195

Management Risk Management Analysis Lending 195

Abrigo

MARCH 21, 2025

This committee should include senior management and representatives from key business units, including staff familiar with existing data systems, their capabilities, and their limitations. Regular audits and reviews: Implement periodic internal and external audits to assess compliance with CRA requirements.

Compliance 195

Compliance Strategy Data Lending 195

Perficient

OCTOBER 6, 2020

We work with you to accelerate your development practices in the cloud by combining training and direct hands-on team coaching to rapidly introduce DevOps practices and encourage joint agile. Non-functional: Train intelligent data models. OpenShift on Azure is a fully managed implementation of Red Hat OpenShift within Microsoft Azure.

Strategy 429

Strategy Training Analysis Security 429

South State Correspondent

JANUARY 22, 2025

The Advantages of Including a Gen AI Consultant Using Gen AI for bank strategic planning means bringing someone to the table who has been trained on the vast majority of the world’s online knowledge. Gen AI excels at distilling options down to recommendations, which is helpful to management teams that are having a hard time deciding.

How To 195

How To Data Training Tools 195

Abrigo

NOVEMBER 3, 2023

Top 5 CECL best practices and their benefits Now that CECL is implemented, follow these recommendations for ongoing management to provide confidence and be more efficient. WATCH Takeaway 1 How can you ensure ongoing compliance and efficient management of the allowance for credit losses? Some tried and true practices can help.

Management 195

Management Policies Training Compliance 195

Abrigo

DECEMBER 10, 2024

The statement provided examples of risk management and other practices that may be effective in combatting this often-underreported crime. Here are some strategies that can be implemented to enhance your AML program: Staff training: Regularly train employees to identify and report signs of elder fraud.

Fraud 195

Fraud Training Software social media 195

Perficient

AUGUST 3, 2023

Risk Management , Anti-Money Laundering, & Fraud Protection Financial institutions invest heavily in security and risk management, but prevention and recovery progress are delayed by manual reporting and disparate systems.

Industry 83

Industry Risk Management Customer Experience Fraud 83

South State Correspondent

AUGUST 28, 2024

Something might be getting lost in the tribal knowledge of managing time deposits. In this article, we highlight how to better manage time deposits to prevent banks from destroying value. The CD market was born and managing time deposits was a new banking skill.

Management 195

Management How To Training Comparison 195

Abrigo

JUNE 14, 2021

Takeaway 2 Financial institutions must train front-line staff to identify behavioral red flags that could indicate elder financial abuse. Management commitment As with any compliance program, one of the most important aspects of a strong SCP is a “culture of compliance,” from the top, to the middle, to the front line. BSA Training.

Compliance 370

Compliance Training Resources Policies 370

Perficient

JULY 1, 2020

Manage business disruption. In addition, our life sciences practice specializes in the implementation, management, and support of Oracle Health Sciences applications. We also offer a post-implementation managed service offering called SupportNet. Foster innovation. Why Perficient?

Training 452

Training Report Analytics Resources 452

Perficient

FEBRUARY 10, 2021

Clinical One helps streamline clinical development by reducing the need for data reconciliation, integration, training, and user support? Entry and management of eCRF data, randomization data, and trial supply management all within one system. across multiple disparate systems.

Study 309

Study Training System Data 309

Perficient

MARCH 30, 2023

For example, as a start, companies should leverage the cloud for initiatives surrounding verification methods, access security, and anti-phishing training. Compliance Financial services institutions must be hypervigilant regarding where customer data is located, who has data access, and how data is managed in a cloud environment.

Security 492

Security Data Training Regional 492

Abrigo

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." Cultivate talent.

Risk Management 195

Risk Management Management Policies Lending 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

Perficient

JUNE 25, 2020

Though COVID-19 has moved the program online, the fourteen interns and new hires in the Atlanta-based Sitecore Business Unit are still taking advantage of this opportunity and trying to get the most out of the ten-week, intensive training Corporate Onboarding Boot Camp. Typically, members of our Campus Program attend this training live in St.

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St. Louis Atlanta Training Meeting 531