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

South State Correspondent

JANUARY 10, 2024

The Better Way to Calculate Value: Customers and Product If you lower deposit rates in this market, you will likely lose customers to competition that may be paying 5% or greater. If you know the cumulative lifetime value of each customer and each product, you are on the precipice of having one of the most profitable banks in the market.

Management 195

Management Examples Marketing Millennials 195

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

Cisco

JUNE 7, 2022

The past 20 years have visibly demonstrated the impact large scale events have on market, credit, and operational risks in financial services. In between these events, a different crisis began in the US sub-prime lending market. The subsequent regulatory activity in response to these events focused on operational risks.

Risk Management 118

Risk Management Management Cyber Security Handbook 118

Perficient

JANUARY 5, 2021

The expanded executive leadership team will drive continued growth and operational excellence across Perficient while delivering superior solutions for clients. “As “Perficient’s optimized global delivery capabilities are world-class, and our teams in India are some of the best and brightest in the industry.

Leadership 531

Leadership Denver Charlotte Ohio 531

Jeff For Banks

AUGUST 14, 2022

In 2012 the Obama administration launched "Operation Choke Point" ("OCP") which was designed to ensure banks considered the risk of banking payday lenders that were engaged in abusive practices. What were disfavored industries? And the current president has his/her own industries he/she disfavors. OPC formally ended in 2017.

Operations 78

Operations Lending Industry FDIC 78

Gonzobanker

NOVEMBER 9, 2022

New approaches to talent and technology are needed to address changes in the wealth management business model. Wealth management and trust clients are some of the most lasting and profitable relationships a bank can attract, but the banking industry is simply missing the opportunity to realize these businesses’ vast strategic potential.

Management 156

Management Community Bank Strategy Technology 156

Perficient

APRIL 2, 2021

AI technologies, such as voice recognition and natural language processing (NLP), are being used to improve customer experience and to gain operational efficiencies. These technologies are also used to better target marketing in retail and customize trade recommendations in wealth management. Risk Management.

Regulation 309

Regulation Industry Risk Management Analysis 309

Abrigo

OCTOBER 21, 2020

Key Takeaways Trepp's head of Commercial Real Estate Finance outlined the current CRE market and looked at the future of CRE during Abrigo's recent ThinkBIG conference. This post by Hayley Collier , Trepp's Marketing Communication Specialist, was originally published on Trepp's blog and can be found here. Credit Risk Management.

Marketing 313

Marketing Lending Risk Management Retail 313

PYMNTS

OCTOBER 21, 2016

The fleet management market is estimated to grow from $9.54 According to MarketsandMarkets, the increasing need for operational efficiency is expected to be the primary driver for the fleet management market during the forecast period. Manufacturing is expected to have the largest market size this year.

Management 100

Management Marketing Regional System 100

PYMNTS

JANUARY 15, 2021

After having its $37 billion dual IPO pulled by Beijing, Jack Ma’s Ant Group is working fast to overhaul operations to comply with government regulations, The Wall Street Journal reported on Friday (Jan. Chinese financial regulators called Ma and his leadership team to answer questions on the eve of the company’s stock market debut.

Regulation 158

Regulation Groups Operations Lending 158

PYMNTS

SEPTEMBER 16, 2020

The transaction will bring the two companies together to expand the digital freight industry across Europe, the U.S. The deal is expected to strengthen sennder’s position as the largest digital freight forwarder in Europe and enhances its service across its key markets. ride-hailing company will become a minority shareholder.

Operations 157

Operations America Company Industry 157

Bobsguide

MARCH 14, 2022

This partnership will give Cirdan Capital the ability to provide its clients – Investment Professionals, Private Banks, Wealth Managers and Family Offices – with advanced technology capabilities that will enable even more tailor-made and accessible investment services.

Capital 78

Capital Operations Fintech Software 78

Bobsguide

MAY 11, 2022

ERI is proud to announce that its digital front-to-back technology platform – the OLYMPIC Banking System – has been awarded Best Operational Efficiency Solution at the Asian Private Banker-7th Technology Awards. ERI has prevailed in one of the most hotly contested categories is testimony to the strength of its cutting-edge solutions.

Operations 106

Operations Technology Regional Financial Technology 106

BankUnderground

NOVEMBER 2, 2022

Operational risk is rapidly becoming one of the most important threats to the financial system but is also one of the least well understood. Cyber attacks are regularly cited as one of the top risks faced by firms in the financial sector and one of the most challenging to manage. Rachel Adeney and Amy Fraser.

Operations 93

Operations Policies System Regulation 93

Perficient

JUNE 1, 2023

As the financial services industry continues to evolve, companies are looking for ways to stay ahead of the competition and increase their market share. We understand the complexities of the industry and are here to make the process of integrating Generative AI as seamless as possible.

Compliance 251

Compliance Industry Regulation Data 251

Abrigo

APRIL 25, 2024

Recent data and trends of the small business lending market SMB Lending Insights is a snapshot of current financial trends and metrics that impact small and medium-sized business (SMB) lending and financial institutions. At the same time, 59% pursued credit to meet operating expenses.

Lending 222

Lending Trends Capital Strategy 222

PYMNTS

MAY 10, 2016

That technological revolution, some say, is the Fourth Industrial Revolution , and among its targets for disruption is the way businesses trade with each other across borders. But there is another segment of operations strategically placed for these businesses to succeed in Industrie 4.0:

Industry 100

Industry Management Survey Resources 100

PYMNTS

JUNE 4, 2020

With business trips all but wiped from corporate expense reports, corporate business travel industry stakeholders have been thrust into an unprecedented scenario. Uncertainty is at an all-time high, but what is clear is that business travel management FinTechs aren’t sitting idly. ” Continuing Innovation.

Industry 139

Industry Fintech Management Meeting 139

PYMNTS

SEPTEMBER 29, 2020

The Bank of New York Mellon (BNY Mellon) has appointed Goldman Sachs alum Robin Vince as its new vice chair and CEO of global market infrastructure as of Oct. In his new position, Vince will oversee BNY Mellon's Clearance and Collateral Management, Treasury Services, Markets and Pershing businesses, the release says.

Marketing 175

Marketing New York Regional Operations 175

Bobsguide

SEPTEMBER 8, 2022

Private Market Hub Becomes the First Multi-jurisdictional, Multi-tenant Enabled Solution for Private Equity Firms Globally; Northern Trust funds first to go live on the new multi-jurisdictional environment. Previously operational for funds domiciled in Guernsey, Private Market Hub has been enhanced to support clients in the United States.

Marketing 88

Marketing United States Management Data 88

PYMNTS

MAY 4, 2020

He will be tasked with developing strategy, direction and comprehensive success of Mastercard’s operations across 53 countries in Europe. Barnett will join Mastercard’s Management Committee on June 1 and will report to Gilberto Caldart, president of international for Mastercard.

Operations 141

Operations Regulation Regional Retail 141

PYMNTS

NOVEMBER 2, 2020

Today in B2B, trade finance technology provider Surecomp announces its newest marketplace partner, and Serko expands its expense management offering into North America. Plus, Suplari launches new corporate spend management solutions, and PROS expands its Adobe partnership to help B2B business customers launch eCommerce operations.

Tools 148

Tools Management America ATM 148

FluentBanking

JULY 10, 2020

In the banking industry, customer satisfaction is considered the essence of the success of any organization. Service quality has a strong correlation with customer satisfaction, financial performance, manufacturing costs, customer retention, customer loyalty, and the success of a marketing strategy.” and Saif, I.” and Saif, I.”

Industry 98

Industry Marketing Maine Strategy 98

PYMNTS

NOVEMBER 12, 2020

The small business financing market is in a unique position: despite market volatility and an economic downturn, funding availability remains strong for SMBs thanks to government funding initiatives. But this trend is simply part of the ebbs and flows of the market, according to Dare. An Industry-Specific Approach.

Marketing 160

Marketing Industry Lending Fintech 160

PYMNTS

JANUARY 22, 2021

B2B payments in the healthcare industry are undoubtedly complex, thanks to the intricacies of coordination between healthcare providers, suppliers and insurance firms. Well before the pandemic hit, however, the healthcare arena began to embrace the opportunities of digitization — at least, on the patient-facing end of operations.

Industry 185

Industry Data Payments System 185

Independent Banker

JUNE 30, 2022

Effects of the pandemic and other factors creating unpredictability have changed how community banks approach their credit and lending operations. These experts share nine tips and credit risk best practices to offer stability in an ever-changing market. Pay attention to industry concentrations in your portfolio.

Management 103

Management Community Bank Community Regulation 103

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. Introduction The importance of efficient credit administration Credit departments play a crucial role in the financial industry, and it is important to ensure that they are functioning at their best.

Training 195

Training Risk Management Analysis Policies 195

Insights on Business

NOVEMBER 29, 2018

Operational innovation is vital in a highly competitive financial services sector, with a new community of digital banks and other firms vying for market share. Drivers for Operational Innovation. These include driving growth, reducing costs and managing financial risks in a volatile business environment.

Operations 138

Operations Innovation Management Risk Management 138

PYMNTS

NOVEMBER 23, 2020

For purposes of this analogy, the “basement” into which bad mice are creeping is most likely your legacy payroll/expense management software and its possibly compromised connections. While technological advancements have revolutionized many aspects of operations, payroll and expense management are not [among] them.

System 165

System Management Tools Cards 165

PYMNTS

APRIL 22, 2020

In a time period dominated by retail sales declines, the hardest hit has been the automotive industry. When you look at the history of retailing you see that some goods and services lend themselves to the standardized experience and market disruption that you’ve seen from the Amazons of the world,” said Shift CEO Toby Russell.

Marketing 195

Marketing Online Video Industry 195

PYMNTS

FEBRUARY 17, 2017

16) it has inked a deal to acquire private drone management software firm Skyward for an undisclosed amount. In a press release , Verizon said Skyward, which is based in Portland, adds drone management to the Verizon IoT portfolio, making drone operations easier to manage for any size company.

Operations 100

Operations Portland Management Analytics 100

PYMNTS

JANUARY 26, 2021

Everybody wants to know what the future of corporate travel will look like in a post-pandemic market. A lot of tools geared towards small- and medium-sized businesses don’t have the capability of doing expenses management and control,” Sikora said. It’s an area that’s fragmented,” said Sikora.

Marketing 208

Marketing Management User Experience Tools 208

PYMNTS

JANUARY 20, 2021

Because while the restaurant industry continues to navigate an existential crisis brought on by the pandemic, Pforzheimer and Pace have found a way to inject more capital in the beleaguered sector and create a new opportunity at the same time. The restaurant industry as a whole is entering into just such a situation right now, Pace explained.

Industry 198

Industry Branding Innovation Management 198

PYMNTS

JULY 7, 2020

The travel industry has a long, arduous path ahead, and it’s unclear what the sector will look like as it endures a painful period of disruption. Despite the gloom, there is room for optimism as markets begin to cautiously ease travel restrictions. A World Of Pain Points.

Industry 155

Industry Data Payments Innovation 155

Perficient

MAY 15, 2023

The financial services industry is massive, which means financial services institutions collect a LOT of customer data. market trend data, economic data, etc.) Want to learn more about financial services industry-specific considerations for improving operational efficiency through data optimization? Personalization.

Data 275

Data Conference New York City New York 275

PYMNTS

JUNE 21, 2019

While there were no mega-deals in the B2B startup funding realm this week, it was still a busy time for companies and investors, with many funders targeting companies operating in less common markets. Lendingkart. Alternative small business lender Lendingkart secured new funding this week to the tune of $11.5 Growth Street.

Marketing 109

Marketing Capital San Francisco Management 109