Perficient

FEBRUARY 25, 2021

Cross-unit collaboration is another effective way to maintain a tight (positively correlated) relationship between measurement systems (performance and operational) and CX objectives. Explore our Strategy and Consulting practice to learn how we’re partnering with CX leaders to meet unforeseen challenges and enable change as never before.

Meeting 309

Meeting Customer Experience Branding Leadership 309

PYMNTS

JANUARY 25, 2021

The company is betting that all kinds of companies — from FinTechs to eCommerce providers to wealth management platforms and iGaming operators — will adopt PayDirect to facilitate account verification, instant account funding, online payments and instant withdrawals. The challenge is in getting merchants and customers to try it.

Online 300

Online Meeting Payments Cards 300

Perficient

JULY 14, 2020

You have an application you use daily for operations, but when it comes down to clicking that submit button, you need that extra piece of information to make your decision. You’re on your phone in a meeting and someone brings up a specific operational unit? We’ve all been there.

Data 461

Data Regional System Meeting 461

Perficient

SEPTEMBER 2, 2020

Calling and Meeting Devices. When you’re the meeting organizer or presenter sometimes you need to be in the spotlight. With this latest update, meeting organizers and presenters can now lock their video for all meeting participants so they are shown as the main view. Image provided by Microsoft.

Video 539

Video Meeting Maine Mobile 539

PYMNTS

NOVEMBER 27, 2020

Many of these consumers have owned and operated firms themselves that rely on manual B2B payment processes, but they are now comparing their businesses’ slow legacy payment methods with the real-time transactions enabled by P2P apps. It is also notable that 50 percent of Zelle’s users are ages 45 and older.

Meeting 265

Meeting Payments Groups Mobile 265

South State Correspondent

JUNE 15, 2023

However, it is doubtful you utilize a complete operating system. This article discusses using EOS in banking – the Entrepreneurial Operating Model. Processes Processes are standardized to ensure consistency in operations. Some banks do. What is the EOS? No doubt your bank does fine.

Operations 195

Operations System Tools Management 195

Abrigo

FEBRUARY 6, 2025

Meeting investment accounting and reporting requirements The right technology tools can help institutions manage investment accounting compliance and risk exposure across various investment types. Compliance with investment accounting and reporting requirements plays a central role in ensuring operational efficiency and regulatory adherence.

Compliance 195

Compliance Technology Operations Risk Management 195

Perficient

FEBRUARY 10, 2021

New features are very difficult to deploy, patching is near impossible and is leading to downtime, and security and compliance standards are becoming harder and harder to meet. Simply put, managed services are the outsourcing of management of daily operations of your infrastructure or individual applications.

Management 547

Management Operations Innovation Security 547

Perficient

MARCH 17, 2025

We are witnessing the integration of AI, the rise of hyper-personalization, and the adoption of advanced digital platforms, all of which are revolutionizing operations and client interactions. Risk + Compliance: Control risk, meet regulations, and stay ahead of financial industry changes.

Trends 221

Trends Analytics Compliance Strategy 221

Perficient

SEPTEMBER 22, 2020

Companies that are trying to understand what they need to meet their demands are looking into Inventory Controls. These operations have a cost related to them. These simple thought processes may work for small operations, but as you grow these processes can signal the demise of a growing company. Why Practice Inventory Control?

Resources 332

Resources Operations Meeting Management 332

Abrigo

MARCH 21, 2025

Institutions that fail to meet CRA performance expectations risk regulatory scrutiny, reputation damage, and barriers to growth, particularly for mergers and acquisitions. The following strategies can help institutions align their operations with regulatory expectations.

Compliance 195

Compliance Strategy Data Lending 195

Perficient

FEBRUARY 27, 2025

Digital transformation will remain a powerful force, with advancements in AI and machine learning enabling unparalleled operational efficiencies and hyper-personalized customer experiences. Automation will streamline internal processes, leading to cost reductions and improved operational efficiency.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Abrigo

OCTOBER 21, 2024

2) Obtain all credit file information , including: Most recent annual review Origination credit package for the operative loan Most recent financials – both borrower(s) and all guarantor(s) If applicable, most recent appraisal, most recent environmental report, property condition reports, field exams or other third-party documentation.

Strategy 195

Strategy Management Taxes Meeting 195

Perficient

FEBRUARY 18, 2021

As we noted in the last blog, the tools Power Platform includes can be crucial to enabling your makers, with Power Apps and Power Automate enabling them to not just build applications, but also to automate time-consuming processes and improve business operations. Provide operational support through automation.

Tools 531

Tools Innovation Resources Operations 531

Perficient

AUGUST 4, 2023

In today’s rapidly advancing technology landscape, businesses face a profound revolution in operations, customer interactions, and innovative endeavors. These scenarios include enterprise transformation, customer experience (CX) transformation, data and analytics transformation, and infrastructure and operational transformation.

Digital Strategies 419

Digital Strategies Strategy Report Customer Experience 419

Abrigo

JANUARY 27, 2025

Transaction monitoring in financial institutions Financial institutions operate in an environment where even the slightest data discrepancies can create outsized risks. Transaction monitoring software depends on data integrity to accurately flag potentially illicit behavior and meet compliance requirements.

Data 195

Data Compliance Fraud Training 195

Perficient

OCTOBER 28, 2024

Lenders are prohibited against discrimination and must meet the requirement to provide consumers with information regarding adverse action taken against them, as required pursuant to the Equal Credit Opportunity Act (ECOA).

Regulation 221

Regulation Fraud Tools Compliance 221

Perficient

AUGUST 2, 2020

Meetings, Calling, & Devices. Multi-window meetings and calling experiences. This new meeting experience expands on the chat pop out capabilities by allowing you to now pop out your meetings and calling as well! Direct Guest Join for Cisco Webex (and Zoom) Meeting and Devices. Image provided by Microsoft.

Meeting 340

Meeting Video Management Policies 340

Perficient

FEBRUARY 24, 2021

In 2016, Jon joined fan and light maker Big Ass Fans as its first chief operating officer. Meet the Hosts. Seeing the world through your customer’s eyes is the best way to meet their needs. He implemented a metric-driven management system that saw revenue rise 15 percent and profitability quadruple in his first year.

Branding 441

Branding Case Study Digital Strategies Strategy 441

Perficient

JULY 1, 2020

In order to successfully transform core business operations, application development and delivery (AD&D) professionals are encouraged to look for Oracle applications services providers that can: Accelerate the shift to the cloud and to modernizing applications.

Training 452

Training Report Analytics Resources 452

South State Correspondent

MARCH 10, 2025

Front line lenders will not attempt to sell a product that they do not understand, or one that they think the borrower will not understand over a short meeting for morning coffee. This requires three employees that are dedicated to the required operational, documentational, accounting, reporting, and sales support functions.

Community Bank 195

Community Bank Community Operations Report 195

Accenture: Banking

OCTOBER 21, 2020

In my last post, I explained how Open Banking and treasury application programming interfaces (APIs) are a win-win for both banks and their corporate clients in better meeting their business needs and operational goals. According to Accenture Research, 77 per cent of European banks, 72 per cent of North American banks and 61 per cent….

Marketing 274

Marketing Meeting Operations 274

Abrigo

FEBRUARY 6, 2025

With this regulatory risk and associated operational complexities, there is plenty for financial institutions to consider before diving into cannabis lending. Its a way to serve businesses that are often forced to operate outside traditional financial systems. Then, theres the operational side.

Lending 195

Lending Compliance Community Software 195

Perficient

DECEMBER 8, 2020

We created an automation strategy for improving cloud operations, which also provided DevSecOps risk mitigation and allowed our client to meet compliance requirements. We teamed up with a bank to revamp its back-office operations using automation and artificial intelligence. Data Lake Modernization.

Google 493

Google Data Technology System 493

Perficient

MARCH 9, 2021

A functional, seamless user experience is critical for businesses operating in digital spaces. In this case, the site operator may choose a proactive metric measurement approach, such as prompting users to complete a short survey.

UX 520

UX User Experience System Survey 520

Perficient

JULY 29, 2020

However, sacrificing an hour or two in the beginning phases of a project or operational cycle to train to develop team members will save you hours down the road. This is done to gain the efficiencies that will be required at the key moments in the project/operational cycle. Managers are supposed to manage.

Training 371

Training Management Operations Resources 371

Perficient

FEBRUARY 12, 2025

These changes require significant adjustments in risk management, compliance frameworks, and operational protocols. Enforcing consumer protections will become a gray area, creating operational headaches for consumers and financial institutions. As embedded payments become mainstream, U.S.

Trends 221

Trends Payments Compliance blockchain 221

Perficient

SEPTEMBER 28, 2020

We believe that there tends to be a gap in strategy when a business strategy meets the operational elements. Decide: Make operations and technology decisions that align with your defined customer experience and plan. Operations: What capabilities do you need to create the experiences defined above? Operations.

Strategy 309

Strategy Tools Operations Customer Experience 309

Perficient

JANUARY 29, 2021

. “OneStream is committed to building a strong partner community and this status level is awarded to partners who continue to meet our high standards and deliver exceptional solutions that drive value for our customers. ” The growth of our OneStream practice amidst a pandemic is truly remarkable.

Training 436

Training Houston United States Software 436

Perficient

MARCH 10, 2022

We’ve enhanced upon the Acquia Drupal Cloud to provide ideal experiences in healthcare that meet HIPAA requirements.”. Since last year’s Partner Awards, we’ve seen how partners, brands, and businesses across the globe have adapted to new ways of operating.

Customer Experience 474

Customer Experience Innovation Regional Community 474

PYMNTS

JULY 14, 2020

This highlights an opportunity to increase operational efficiencies and meet customer demands.”. Large financial institutions have operational centers worldwide, but because the pandemic is global, organizations could not refer to a backup site. Alert rates have stayed flat and fraud detection has gone unchanged.

Fraud 311

Fraud Meeting Strategy Operations 311

PYMNTS

JUNE 25, 2020

As accounts payable (AP) and accounts receivable (AR) operations continue to converge for many organizations, buyers and suppliers are increasingly acknowledging the value of using each other’s technology platforms to promote stronger B2B relationships. Medius Talks Meeting SMBs Halfway With AP.

Tools 282

Tools Operations Management Meeting 282

Perficient

MAY 26, 2020

However, Envers is opinionated and may not meet data auditing requirements for your organization, such as audit table schema design or content. NOTES: The doCreate, doUpdate, and doDelete provide default implementations for lifecycle callbacks on each of the CUD operations on the entity. The Abstract Listener Class.

Data 476

Data Operations Meeting Examples 476

PYMNTS

DECEMBER 7, 2020

Most are encouraging employees to work from home while also moving their back-office operations online, and payments operations are no exception. The benefits of using digital B2B payments solutions extend far beyond their ability to support a decentralized workforce. RLJ Financial On Managing B2B Spend With Virtual Cards.

Management 268

Management Cards Company Innovation 268

Abrigo

NOVEMBER 22, 2024

With FRAML, institutions can reduce duplicated technology and staffing needs, creating operational efficiencies that lower costs. By adopting a consolidated approach, financial institutions can meet these expectations more comprehensively, enhancing their ability to manage fraud and AML risks under a unified strategy.

Fraud 195

Fraud Training Risk Management Compliance 195

Abrigo

MARCH 18, 2025

FedNow , the new instant payments infrastructure developed by the Federal Reserve, is a recent example of the changes banks and credit unions must adapt to in order to meet consumer expectations. Regulatory agencies, like the Federal Reserve or CFPB, act as traffic controllers, ensuring everything operates smoothly and securely.

System 195

System Payments Fraud Regulation 195

Perficient

JULY 29, 2020

Thereafter, the long-term environment is now fully primed for digital health’s more central, dynamic role in meeting consumers’ evolving healthcare expectations. Meet call center demand… at scale. We see responses developing in phases, initially focused on reaction and adjusting to the new reality.

Meeting 365

Meeting Resources Technology Management 365