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Exploring Industry Shifts in Banking Compliance at XLoD

Perficient

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.

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Examining industries: The importance of industry analysis for financial institutions

Abrigo

How industry analysis can improve your credit risk management Understanding your customers' businesses leads to better loan pricing, structure, and risk management. WATCH WEBINARS Takeaway 1 All businesses perform industry analysis, but financial institutions in particular must know their customers' competitive landscape.

Analysis 195
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Industries Document Generation

Perficient

Document creation and management is a crucial part of their operations. To make it easy, Omnistudio provides document generation capabilities, tailored to meet the unique requirements of different Industries. What is Industries Document Generation? You can leverage that or can build your own to fulfill your purposes.

Industry 346
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Winner’s Podcast: Markets Technology Awards 2022

Bobsguide

Following CompatibL’s recent win at Risk.net’s Markets Technology Awards 2022, Alexander Sokol spoke about the advantages of the new machine learning models for portfolio validation and risk management. This machine learning technology allows market risk measures to be generated from shorter series.

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5 Steps to Better Treasury Management

South State Correspondent

If one product is the future of banking, it is treasury management. In this article, we detail the five steps to building a treasury management strategy, provide some tools to execute those steps, and then provide a complimentary survey to assess your strengths and weaknesses. It starts by targeting the right customers.

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These Are Your Most Profitable Cash Management Clients

South State Correspondent

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. We ranked the Top 20 Deposit-Rich Industries ( HERE ).

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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Einstein GPT is a generative AI CRM technology that combines Salesforce proprietary AI models with generative AI technology from partners, public large language models (LLMs), and real-time data from Data Cloud. It can be used to create personalized content for customers, automate tasks, and generate predictions.

Industry 221