Perficient

MARCH 10, 2021

The combination of Digital Asset Management (DAM), Product Content Management (PCM), Content Marketing Platform (CMP) and Marketing Resource Management (MRM) tools certainly sounds like a great source of truth. ” That’s awesome, and so were the demos at Symposium, user groups, etc., but I wanted to dig deeper.

Video 322

Video Training Tools Resources 322

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

Perficient

FEBRUARY 23, 2021

More tactically, for those operating large fleets of drivers and vehicles, managing operational risks such as driver safety can prevent traffic incidents that can cost enterprises millions of dollars in cash settlements and damage to brand value. Improving safety and training guidance. Developing in-transit visibility for customers.

Management 340

Management Training Operations Branding 340

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

BankInovation

APRIL 4, 2024

TD Bank is experimenting with virtual reality to build practical skill sets through controlled customer simulations, leading to improved employee training. “TD TD has been experimenting with different immersive experiences for colleagues and customers,” TD Product Manager Kerry Narduzzi told Bank Automation News.

Training 93

Training Management Technology Retail 93

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

SEPTEMBER 24, 2024

DOWNLOAD Takeaway 1 A human-in-the-loop approach plays a vital role in ensuring that AI systems effectively support alert and case management for AML/CFT suspicious activity monitoring. Does the case management feature allow for humans to intervene in high-risk cases or flagged alerts?

Software 195

Software Management Compliance Resources 195

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

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 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

PYMNTS

SEPTEMBER 21, 2018

Walmart has announced it’s expanding it virtual reality (VR) employee training and development program to its more than 1 million associates in the U.S. Walmart will use VR to train associates in three areas: new technology, soft skills (such as empathy and customer service) and compliance. “We

Training 139

Training Compliance Management Technology 139

Abrigo

OCTOBER 17, 2023

Why change management is vital for banks and credit unions Regulators promote change management to manage risk, but banks and credit unions can also achieve important benefits when they manage change. This article describes recent comments by financial regulators about managing change.

Management 195

Management Lending Risk Management Strategy 195

Abrigo

OCTOBER 30, 2024

While they observe other institutions incurring multi-million-dollar fines for AML-related compliance violations, they themselves must navigate budgetary constraints and difficulty either finding experienced professionals or training newer staff. Streamline case management processes. What’s a leader to do?

Compliance 221

Compliance Training System Management 221

PYMNTS

NOVEMBER 15, 2018

To enhance the training of its employee associates, Walmart is investing in virtual reality (VR) to help employees experience retail situations like the Black Friday rush. The idea was to give every associate access to the same training that department managers and managers have access to at the Walmart U.S.

Training 149

Training United States Compliance Video 149

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

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

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.

Management 195

Management Resources Lending Training 195

BankInovation

MARCH 24, 2022

Canadian Imperial Bank of Commerce is managing a shortage of tech workers by training its developers in high-demand technologies including blockchain and Microsoft Azure, betting that such growth opportunities will help the lender retain current workers and attract outside talent.

Training 98

Training blockchain Management Technology 98

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

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

South State Correspondent

NOVEMBER 27, 2022

Banks can use the French Defense in deposit management. The French Deposit Management Defense. First, it reinforces its training to its employees with a message that underscores the problem of marketing with rates. Now, Bank B uses its bishops, knights, and rooks for enhanced deposit management. The Counterattack.

Management 195

Management social media Marketing Strategy 195

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. Takeaway 3 Credit analysts need training to understand the working capital cycle, look for hidden risks, and be aware of accounting changes. Get details in "A guide to implementing credit policy."

Training 195

Training Risk Management Analysis Policies 195

Abrigo

NOVEMBER 14, 2024

Invest in employee training : BSA/AML compliance is a bank-wide responsibility. Annual training sessions should be mandatory for all employees to understand the red flags of suspicious activity and their reporting responsibilities. Ensure management and board of director oversight : A strong compliance culture starts at the top.

Compliance 195

Compliance How To Training Software 195

South State Correspondent

AUGUST 3, 2020

Many community bank managers are physically distanced from their teams because of the pandemic. This distancing creates new challenges on how to supervise, motivate, communicate with, coach, train, and review bankers.

Management 221

Management Training Community Bank Community 221

PYMNTS

NOVEMBER 26, 2018

Cubic Corporation announced Monday (November 26) that its Cubic Transportation Systems unit and Transport for New South Wales will expand the contactless payment system to cover Sydney’s train network.

Training 182

Training System San Francisco Payments 182

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

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

Abrigo

FEBRUARY 14, 2024

Include HR to add steps for replacing staff Submit plans to AML program executive management for approval. Follow through on training/professional development needs and set reminders to review/update the plan. Abrigo's BSA/AML software can help you manage customer or member relationships and stay compliant.

Training 195

Training Fraud Compliance Regulation 195

Abrigo

NOVEMBER 4, 2024

Managing alerts for effective suspicious activity monitoring Managing alerts is a critical function of any suspicious activity monitoring program. To keep up with regulatory demands, institutions must have adequately trained and skilled staff to handle the complexities of suspicious activity monitoring.

Training 195

Training Compliance System Regulation 195

Perficient

DECEMBER 14, 2023

One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. These fees are often unclear and fluctuating, creating significant administrative burdens for firms managing multiple funds. A centralized platform for invoice processing and case management.

Training 221

Training Strategy Data Exercises 221

Perficient

DECEMBER 14, 2023

One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. These fees are often unclear and fluctuating, creating significant administrative burdens for firms managing multiple funds. A centralized platform for invoice processing and case management.

Training 221

Training Strategy Data Exercises 221

PYMNTS

DECEMBER 17, 2020

In terms of the mechanics, the management team that steers the SPAC — where you might see a marquee name such as, say, billionaire Bill Ackman — finds a target company. SPACs have low opportunity cost for investors when policy rates are near zero.”. They take the company public upon the acquisition.

Training 203

Training Comparison Capital Company 203

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

Abrigo

JANUARY 22, 2024

Takeaway 2 Examiners' focus is on risk management related to products and services , especially those involving complex technologies like AI. First, they must evaluate whether their institution is prepared to insert AML risk management procedures into the transaction process to match the speed FedNow can offer.

Fraud 221

Fraud Risk Management Training Software 221

Abrigo

AUGUST 7, 2023

Get more tips for managing the AML program from this webinar: "Conquering BSA challenges: Best practices for managing a successful AML program" DOWNLOAD Takeaway 1 A safe and sound financial institution is adequately staffed, but when staffing needs arise, it can be challenging to bridge the gaps.

Training 195

Training Fraud Leadership Resources 195

Independent Banker

MAY 31, 2022

What are some best practices for managing this new distributed workforce? Look into project management tools to keep track of productivity, and don’t forget to have training available in digital format, too. Communicate expectations clearly, early and often. Embrace all methods of communication.

Management 148

Management Meeting Training System 148

Abrigo

OCTOBER 10, 2023

Loan review issues include staffing challenges and training. Learn what other banks are doing to manage. With a centralized platform for managing tasks, tracking progress becomes intuitive. Proper training and education yield dividends in terms of early issue detection, ultimately saving costs in the long run.

Training 195

Training Survey Resources Software 195