Perficient

JULY 10, 2020

Revenue recovery efforts offered a necessary but insufficient first step – we urge you not to be complacent if you’re fortunate to have managed through a first wave. We have the benefit of some experience and understanding what could have better served us in the face of this pandemic.

US 522

US Marketing Automation Marketing System 522

Perficient

FEBRUARY 5, 2021

This post is going to focus on getting the data and managing the instance states. We’re an AWS Advanced Consulting Partner offering secure, easy-to-use, flexible, and scalable application hosting and architecture solutions to set you up for success. Contact us to learn more about how to get started with AWS.

Management 513

Management Big Data Data Strategy 513

Perficient

MARCH 19, 2021

Oracle’s Enterprise Data Management (EDM) solution has been heavily focused on several areas over the past couple of years; data governance, data integrity, and out-of-box integrations just to name a few. Users with Data Manager permission on a dimension can run extr acts. Contact us today!

Management 322

Management Data User Experience US 322

Accenture: Banking

MAY 31, 2021

I don’t want us to spend the next two years simply dealing with the aftermath of the pandemic,” they explained. The post Are you empowering relationship managers to serve digitally savvy commercial banking clients? And they made an observation that echoed many of their counterparts in other institutions. “I

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Management US Digital Banking 329

Perficient

NOVEMBER 15, 2020

labor force working remotely, managing devices has become more important than ever. Luckily, Microsoft has made great advancements in device management capabilities, many of which we’ll discuss today. In this blog, we’ll go over four main areas of Endpoint Management: Creating an app deployment.

Management 348

Management Security Policies Data 348

Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

Perficient

JULY 18, 2024

Wealth management is evolving rapidly, driven by generational shifts, changing advisor roles, new business models, regulatory demands, and a growing preference for low-cost passive products. This powerful capability equips wealth management partners to support clients more efficiently and build a competitive advantage.

Management 221

Management Data Customer Experience Innovation 221

Perficient

MAY 12, 2023

If you would like to speak with us to discuss your Supply Chain needs, contact our Supply Chain executives. Supporting large, cross-industry Supply Chain firms, he has a PMP certification and is a Six Sigma Green Belt project manager. capabilities.

Management 275

Management Industry Innovation Operations 275

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.

Strategy 440

Strategy Data Analysis Operations 440

Payments Dive

JANUARY 4, 2021

general manager at Paysend and has nearly 30 years of financial services experiences, most recently serving as president of Catalina Card Services. Matt shares with us his hope for the future. Matt Montes is U.S. He founded and led AccountNow, the first online D2C prepaid debit card company in the U.S.,

Payments 508

Payments Cards US Online 508

PYMNTS

NOVEMBER 5, 2020

Visa seeks to buy Plaid — as its CEO said — as an ‘insurance policy’ to neutralize a ‘threat to our important US debit business,’” the Justice Department said in its lawsuit, filed in San Francisco federal court. Department of Justice sued Visa on Thursday (Nov. 5) to block its planned $5.3

US 343

US San Francisco United States Policies 343

Perficient

APRIL 8, 2024

Addressing these deficiencies required a comprehensive approach, leading to the establishment of critical programs like the US Bank Holding Company (BHC) regulatory and comprehensive capital analysis and review (CCAR) program. Supporting the change management team in building a robust governance structure for program PMO activities.

Compliance 221

Compliance Management Guidelines Risk Management 221

PYMNTS

DECEMBER 14, 2020

In fact, unlike the high-rate, high-fee relationships that many consumers have with traditional banks and creditors, Afterpay has somehow managed to fall into a different relationship with its customers. The most used word in our App Store review is ‘love,’” Molnar boasts. million U.S.

US 322

US Retail Cards Millennials 322

South State Correspondent

MARCH 3, 2025

Understanding the drivers of banking consolidation is imperative when managing bank performance. These two acts took the governors off around how banks managed deposits. These acts created a competitive vortex marking a paradigm shift around the concept of bank management. In 1985, there were 14,417 FDIC banking charters.

FDIC 195

FDIC Trends Management ATM 195

Perficient

JANUARY 15, 2021

Master data management and data governance adoption [6:10]. How is big data being used? [11:12]. Robo-advisors and wealth management [17:40]. If you are interested in learning more about Perficient’s financial services capabilities or would like to contact us, click here. Data and AI-based disruptions [2:14].

Trends 495

Trends Data Big Data Apple 495

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? This leads to lost time, revenue, and customers.

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Study Management Maine Survey 348

Abrigo

APRIL 11, 2025

Osgood Bank Credit Supervisor Erin Groff described working with Sara Poffenbarger, Abrigos Manager of Implementation Consulting: She has been knowledgeable and patient, offered several suggestions to make our experience better, and has shared with us many best practices.

Technology 195

Technology Software Training Risk Management 195

Abrigo

NOVEMBER 13, 2024

Bank and credit union leaders can use data to inform small business lending Small businesses are showing resilience. Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. Business credit line utilization is up. Nearly all U.S.

Lending 221

Lending Meeting Data Risk Management 221

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. Go inside Life at Perficient and connect with us on LinkedIn , YouTube , Twitter , and Instagram.

Community 518

Community Training Management Resources 518

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 508

Training Data US Strategy 508

Perficient

AUGUST 25, 2020

Our size makes us a formidable force in the industry while still flexible enough to adapt — also a key driver of our successful navigation of COVID-19. . Perficient’s Lafayette Delivery Center is led by a charismatic woman as general manager, MaryBeth Ostasz, and fifty percent of our directors are women. You Were Hired for a Reason. “Be

Technology 572

Technology Groups Training Management 572

Perficient

OCTOBER 6, 2021

Forrester defines RPA services as: “Services that enable the robotic process automation (RPA) lifecycle, including consulting, solution architecture, governance and enablement services, bot design and development, bot management, and bots as a service, rendered either on-premises or as a service.”. Learn More About Perficient.

Management 508

Management System Report Software 508

Perficient

OCTOBER 2, 2020

Perficient’s Mike Grossman, general manager, life sciences, and Oracle’s Jim Streeter, global vice president, life sciences product strategy, hosted a fireside chat that answered many of the most-common questions about Clinical One. If you are interested in learning more about our Clinical One capabilities, please reach out to us. .

Strategy 506

Strategy US System Data 506

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

MARCH 4, 2021

Tanya Stewart, talent acquisition manager, chose to make a difference for many people! Louis colleagues rank us as an award-winning employer time and time (and time ) again. . While COVID-19 changed the way our colleagues interact, it did not stop us. Let us know in the comments below or tweet at us @PerficientLife.

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St. Louis Community Missouri Leadership 511

Perficient

JANUARY 11, 2021

eMarketer predict ed US adults spent over three and a half hours per day on mobile apps this year and expect this number to rise in 2021. . 56% of BOPIS (buy online, pick up in-store) and 45% of grocery delivery users plan to continue using these services after the pandemic. . McKinsey suggests new behaviors will become norms.

Mobile 502

Mobile Strategy US Management 502

Perficient

JANUARY 5, 2021

I’m confident each will bring unique, strategic insights that not only sets us up for long-term growth, but further enhances our ability to deliver transformative digital solutions for our clients.”. and China global delivery and management consulting. Ostasz, AVP of U.S. ” Mary-Beth Ostasz, AVP of U.S.

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Leadership Denver Charlotte Ohio 531

Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I The leadership is really great! .

Technology 441

Technology Austin Leadership US 441

South State Correspondent

JANUARY 14, 2025

Common Sense and Skew in Asset-Liability Management Normally, politicians, especially populists, have a penchant for fiscal expansion. Action Items There should, and will be, substantial concern by asset-liability management committees about what interest rates will be do in the future.

Management 195

Management Policies Community Bank Community 195

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

AUGUST 4, 2024

Customer Relationship Management (CRM) Enhancement Financial organizations can enhance their CRM systems by integrating them with Azure Logic Apps, Azure Functions, and Azure Service Bus. API Management benefits your products & customers as much as it benefits your development teams. Contact us to learn more!

Industry 467

Industry Compliance Examples Risk Management 467

Perficient

JULY 29, 2020

Come join us for an exclusive virtual event for healthcare providers, featuring top industry experts from Salesforce, Perficient and The Chartis Group, on Tuesday, August 11. Paul Griffiths, General Manager – Digital Health Solutions at Perficient. If you could turn back time, before COVID-19, what would you do differently?

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Groups How To US System 537

Perficient

JANUARY 28, 2021

The assessment is that the pandemic accelerated the ecommerce growth in the US by nearly 2 years. One platform that is a proven solution to enable organizations to manage product data and rich product content in a single source of truth is inRiver’s Product Information Management (PIM) system. inRiver-Magento Commerce Adapter.

Management 458

Management System Online Customer Experience 458

Perficient

MAY 28, 2020

So how can providers manage those fluctuations in demand, recover revenue for non-urgent services, and build patient trust in the process? 2: Manage fluctuations in demand. Contact us anytime. Remember, we’re here – and ready – whenever you need us. Right Patient, Right Message, Right Time.

social media 479

social media System US Marketing 479

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? That got us thinking about how we can improve communication with our commercial customers. That makes sense. Communication.

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Abrigo

OCTOBER 9, 2024

In this blog, we explore how banks and credit unions have adapted their approach to Q factors under CECL and share insights from an Abrigo advisory webinar on managing this critical part of the ACL process. Today, Q factors offer a way to adjust for risks that aren't fully captured in historical data or quantitative models.

Risk Management 195

Risk Management Management Compliance Data 195

Perficient

FEBRUARY 10, 2021

PIM, as most of you readers might know, stands for product information management system. Alibaba, possibly the biggest B2B marketplace in the world, has recently opened its marketplace to US-based manufacturers. Amazon, one of the biggest marketplaces out there, started with a B2C model and not too long ago launched a B2B business.

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Strategy Management Marketing Strategies Online 508