Perficient

NOVEMBER 1, 2024

In November 2022, the Treasury Department explored opportunities and risks related to the use of AI in its report assessing the impact of new entrant non-bank firms on competition in consumer finance markets, for which the department conducted extensive outreach.

Regulation 221

Regulation US Community National 221

Perficient

MAY 15, 2023

Doing so will offer them the insights needed to tailor services and develop highly personalized products that can be presented to the most relevant customers at the right times. Institutions can also compare their customer data with external data (ie. market trend data, economic data, etc.)

Data 275

Data Conference New York City New York 275

Perficient

OCTOBER 26, 2020

Global manufacturers face various challenges when trying to incorporate and deploy sales and operations planning and execution (S&OP) processes into broader financial forecasting. Regular market disruptions are commonplace and can have an adverse impact on business operations and financial forecasts. Register today!

Operations 309

Operations Tools Strategy How To 309

PYMNTS

JULY 1, 2020

have established an $800 million fund to boost trade finance in emerging markets. Across the globe, the COVID-19 pandemic is disrupting supply chains, decreasing demand, and causing overall market anxiety,” said Paulo de Bolle , global director of IFC’s Financial Institutions Group, in a statement. The International Finance Corp. (

Marketing 193

Marketing Washington New York Fintech 193

Perficient

MARCH 7, 2021

With this new update, your meeting layout will auto-adjust based on who turns on their video, starts speaking, or begins to present content. Presenter Mode. With this latest update, you’ll be able to change how you and your meeting content appear to your audience when presenting. Operator Connect. Meeting Updates.

Meeting 508

Meeting Video Compliance Operations 508

South State Correspondent

SEPTEMBER 19, 2024

There is a myriad of manual processes that take place everyday in banking driving up unit economics and causing the average bank to operate with a 77+% efficiency ratio. To be competitive in the future, banks need to be operating at an efficiency ratio of below 40%. return on asset figure.

Examples 195

Examples Lending Operations Management 195

PYMNTS

SEPTEMBER 5, 2019

Conversely, American Express and Mastercard ’s commercial card market dropped. But on an international stage, cross-border corporate payments can present challenges, especially when it comes to getting suppliers to adapt to digital payments. Visa ’s commercial card was 43.2 percent in 2018, up from 42.5 percent in 2017.

Cards 188

Cards Report Marketing Payments 188

Perficient

MAY 30, 2024

Representatives from all three lines of defense—operational management, risk management/compliance, and internal audit—attend to present, discuss, and learn about industry shifts that are impacting risk and regulatory compliance. Sessions include a keynote interview with former FBI director James B.

Compliance 221

Compliance Industry New York social media 221

South State Correspondent

OCTOBER 16, 2024

The product generates significant fees and helps drive deposit balances, yet debit cards rarely get a mention in strategy, marketing, or customer profitability circles. To support debit card operations, a bank gets charged a myriad of transaction charges and maintenance fees from the card rails (Visa, Mastercard, Discover, etc.),

Cards 195

Cards How To Fraud ATM 195

PYMNTS

FEBRUARY 2, 2021

In an interview with PYMNTS, Hatcher described the opportunities that a hybrid approach to B2B commerce presents for corporate customers with complex buying needs and explored some of the more nuanced challenges of digitizing B2B sales in the furniture space. A Growing Demand. A Hybrid Approach.

Marketing 170

Marketing Strategy Meeting Online 170

BankUnderground

NOVEMBER 24, 2022

In less than two decades, the system of market-based finance (MBF) – which involves mainly non-bank financial institutions (NBFIs) providing credit to the economy through bonds rather than loans – has both mitigated and amplified the economic effects of financial crises. 1: Money market funds. Background. 3: Margin calls.

Marketing 128

Marketing Policies US Regulation 128

BankUnderground

JULY 27, 2022

There are a range of channels through which QE can/might operate, though there remains uncertainty over the relative size and importance of these channels. This post presents new evidence from granular transaction data consistent with a portfolio rebalancing channel. But how does QE work?

Marketing 123

Marketing Policies Data Operations 123

Abrigo

APRIL 22, 2024

Recent dynamics of the small business lending market A deep understanding of the small business lending landscape and potential efficiencies can help banks and credit unions grow their portfolios. Dynamic market Small business lending by banks & credit unions Small businesses are a pillar of the U.S. trillion between 2019 and 2022.

Lending 243

Lending St. Louis Community Marketing 243

PYMNTS

APRIL 16, 2019

Walmart CEO Doug McMillon went on a two-day trip to Bangalore, India and said his company is committed to the Indian market, and that the country presents a huge opportunity, according to reports. McMillon was asked about the changes to India’s market, such as the regulations put in place on Feb.

Marketing 156

Marketing Leadership Meeting Regulation 156

PYMNTS

FEBRUARY 22, 2018

Uber ’s new Chief Executive Officer, Dara Khosrowshahi , dismissed rumors during a presentation in India about a potential merger with ridesharing service Ola , saying instead that he plans to invest more in the company’s India business, which has been suffering recently from losses. Those profit pools in the mature markets in the U.S.

Operations 115

Operations Company Meeting Marketing 115

Perficient

JULY 10, 2020

Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. COVID exposed the fragility of many systems’ operating models: an over-reliance on a small number of services to fund expenses across the enterprise. The $200B question.

US 522

US Marketing Automation Marketing System 522

PYMNTS

DECEMBER 17, 2019

As open banking frameworks take root in more markets around the globe, the model of data integration continues to also take shape in the business financial services market, particularly impacting micro- and small businesses (and the FinTechs that service them). “FX is a complicated area,” added Cran.

Marketing 131

Marketing Management Data Fintech 131

Abrigo

MAY 22, 2024

Recent stats and dynamics of the small business lending market Understanding the small business lending landscape and potential efficiencies can help banks and credit unions grow their portfolios. Dynamic market Small business lending by banks & credit unions Small businesses are a pillar of the U.S. trillion between 2019 and 2022.

Lending 195

Lending St. Louis Community Marketing 195

PYMNTS

JUNE 24, 2019

The parties rarely meet in person, presenting a trust issue that can become an even bigger problem when employers have to make payments across borders as payment preferences vary between regions. Fiverr provides this by studying and understanding local markets’ preferences.

Marketing 100

Marketing Community United States Payments 100

Perficient

JUNE 15, 2020

On June 24, 2020, Param Singh, Perficient’s director of clinical trial operations solutions, will host a webinar on clinical trial management system (CTMS) migrations. That’s because the CTMS market is relatively mature. Organizations with products on the market have had CTMS solutions in place for many years.

System 332

System Operations Data Compliance 332

Abrigo

SEPTEMBER 21, 2020

Key Takeaways Financial institution executives wondering about changes in their market value premiums might need to look at the assumption used for modeling deposit servicing costs. Like clockwork, in times of low interest rates, financial institution executives have questions regarding the changes in their market value results.

Marketing 195

Marketing Study Analysis Course 195

South State Correspondent

MAY 28, 2024

Most borrowers are implicitly expressing a view that interest rates will be lower in the future than the current market expectation. Fixed vs. Floating Analysis We do not know where floating rates will be in the future—the market has a view, the Fed has a view, and borrowers may have another view.

Analysis 195

Analysis Community Bank Marketing Community 195

Perficient

JULY 12, 2022

What does your brand portray to the market? With an increasing comfort with digital technology within financial services, firms must challenge traditional operating models and leverage digital tools to create an authentic relationship and earn (and retain) trust. Your brand is the beacon of authenticity for a personal experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

PYMNTS

SEPTEMBER 26, 2016

and in other markets worldwide and the innovation that moved Verifone’s focus from “just” a terminal manufacturer to a commerce enabler. Equilibrium, on balance, is achieved overall since the markets that get a little too interesting are balanced out by those that are truly interesting for all of the right reasons.

Course 100

Course Retail Payments System 100

PYMNTS

APRIL 1, 2020

Ad-hoc procurement can be a powerful incentive to nudge traditionally B2C sellers into the B2B ecosystem, which presents the opportunity for large retailers to expand their revenue stream, Spear explained. B2C Sellers’ B2B Incentive. “How do you underwrite somebody today?”

Marketing 160

Marketing Retail Fraud Examples 160

FICO

NOVEMBER 23, 2021

As households continuing to grapple with finances, lenders that offer the right combinations of digital-first customer support will experience the benefits, including improved repayments, debt resolution, longer-term customer loyalty and greater market share. Marketing Mindset. For marketing, it’s a lost sale. Opposites Attract.

Marketing 59

Marketing Strategy Maine Compliance 59

PYMNTS

AUGUST 15, 2019

The drivers of this modest change are that we now include the sentiment and uncertainty effects and that financial markets have responded notably to recent trade news.”. The region operates with “an economy which is largely based on trade,” Kocher noted, making it a prime target for bank-FinTech innovation.

Marketing 108

Marketing Regional Fintech Capital 108

PYMNTS

JUNE 26, 2020

The pandemic has the potential to change the way any number of business verticals operate — especially industries like real estate, which typically have been based on in-person meetings and tours between property owners or real estate agents and would-be renters or homebuyers. That model may be ripe for change in the age of social distancing.

Operations 278

Operations Tools Security Management 278

Perficient

APRIL 14, 2022

With the rise in vaccination rates and a hopeful return to a “new normal,” it won’t be possible to put the genie back in the bottle and return to legacy operations. New product opportunities are being driven by innovation and market conditions. New skill sets are required to operate in a digital environment.

Strategy 332

Strategy Tools Industry Customer Experience 332

South State Correspondent

NOVEMBER 4, 2024

Over the last few years we have published various articles on the pros and cons of commercial loan prepayment provisions, how those prepay provisions impact marketing and sales, loan prepayment speeds, and the relationship between prepayment provisions and customer return on equity (ROE) (some of the recent articles are here , here , and here ).

Community Bank 195

Community Bank Community Marketing Maine 195

South State Correspondent

NOVEMBER 4, 2024

Over the last few years we have published various articles on the pros and cons of commercial loan prepayment provisions, how those prepay provisions impact marketing and sales, loan prepayment speeds, and the relationship between prepayment provisions and customer return on equity (ROE) (some of the recent articles are here , here , and here ).

Community Bank 195

Community Bank Community Strategy Marketing 195

Banking 2020

NOVEMBER 4, 2014

There are certain characteristics that can either add to or detract from the “Board-friendliness” of a presentation, which should be considered when preparing for Board meeting presentations. Each will be an expert in his or her own domain, but may not be familiar with the intricacies of day-to-day banking operations.

How To 68

How To Meeting Examples Analysis 68

Bank Innovation

MARCH 8, 2019

Wirecard AG expects the final report on an investigation concerning alleged fraud at its Singapore unit to be presented soon, according to a person familiar with the matter.

Fraud 150

Fraud Report Operations Marketing 150

PYMNTS

FEBRUARY 18, 2019

Sason ran a company called Magna Group, and according to the SEC, raked in more than $25 million via what the federal agency in its complaint described as an operation that involved the quick dumping of penny-stock shares that had been illegally gained. SEC Allegations.

Fraud 122

Fraud Operations Security Software 122

Abrigo

AUGUST 19, 2022

No customer type presents a sing ular , uniform level of risk. Regulators' most recent statement is reminiscent of FinCEN's June 2022 statement on BSA due diligence for independent ATM owners or operators. The level and type of CDD should be appropriate for the risks presented by each customer.

ATM 195

ATM Regulation Fraud Policies 195

Perficient

FEBRUARY 24, 2021

Always choosing to go against the grain, Jon Bostock has consistently succeeded at the toughest challenges presented by companies both large and small. In 2016, Jon joined fan and light maker Big Ass Fans as its first chief operating officer. Apple | Spotify | Amazon | Google | Stitcher. Episode Guest Profile.

Branding 441

Branding Case Study Digital Strategies Strategy 441

PYMNTS

MAY 24, 2018

Uber, the ride-hailing company, plans to pour its profits into expanding its products and investing in technology in emerging markets. BGR , citing an email penned by Uber CEO Dara Khosrowshahi, reported the company will reinvest profits in emerging markets, including India, so it can beef up Uber Eats and JUMP.

Marketing 100

Marketing Maine Meeting Capital 100