Perficient

SEPTEMBER 9, 2020

Adding a digital touchpoint to your website, such as a customer portal, not only provides the opportunity to manage your margins, but gives the consumer direct insight into the quoting process, any changes that may occur, and what quotes will look like with future orders. Having the Right Technology.

Resources 340

Resources System Marketing Strategies Strategy 340

Abrigo

DECEMBER 5, 2023

BSA training and experience must be extensive to meet regulatory expectations of a BSA Officer being competent and able to execute all duties effectively. Financial services experience: Practical experience in the banking or financial sector, especially in compliance, risk management, or auditing roles, is invaluable for a BSA Officer.

Training 221

Training Compliance Regulation Software 221

Perficient

NOVEMBER 10, 2020

I’ve really enjoyed my time on both and seeing how each organization has strategically evolved over the years to meet the needs of their constituents. Read more: Modern Healthcare Ranks Perficient Among Top Ten Largest Healthcare Management Consulting Firms. This, all the while meeting stringent regulatory demand.

St. Louis 294

St. Louis Community Missouri Leadership 294

Abrigo

AUGUST 7, 2023

Get more tips for managing the AML program from this webinar: "Conquering BSA challenges: Best practices for managing a successful AML program" DOWNLOAD Takeaway 1 A safe and sound financial institution is adequately staffed, but when staffing needs arise, it can be challenging to bridge the gaps.

Training 195

Training Fraud Leadership Resources 195

Independent Banker

FEBRUARY 24, 2015

ICBA convention keynote speaker Carly Fiorina, a former Hewlett-Packard chief, shares her perspective on business innovation and leadership. Fiorina: When I first arrived at H-P, I thought the most important thing we should do together as a leadership team was to determine what our assets were and determine what our ambitions should be.

Leadership 70

Leadership Community Bank Community Industry 70

PYMNTS

AUGUST 11, 2020

He said the opportunity is a good one because of the numerous ways the company meets payments and security needs. ” Spreedly has been on a spree of hiring new people as of late, also recently filling their roles for heads of human resources, technology and marketing, PYMNTS reported.

Security 221

Security North Carolina Leadership Meeting 221

Perficient

JULY 8, 2020

BONUS: Meet Andrea. ” BONUS: Let’s Manage the Information We Consume. “Our leadership recognizes the importance of ongoing communications. Tip: Miss bumping into someone in the hallway but don’t have a reason to set an official meeting? Don’t pause culture activities, adapt them.

Company 365

Company Boston Meeting Leadership 365

Perficient

MAY 28, 2020

With the easy to use interface and unique layer cake design, implementation could be done in a few different ways, so it was fun to discuss how and why each way was best.” — Lindsay Denton , Project Manager, Healthcare. Employee engagement is something particularly the leadership focuses on, so everyone has a say.

Leadership 467

Leadership Groups DC Management 467

PYMNTS

AUGUST 2, 2020

MSTS will continue “to rapidly expand its technology platform and [Credit-as-a-Service] offering both organically through new customers and through strategic acquisitions.” MSTS works in commercial transaction management in over 190 countries, according to the release.

Capital 235

Capital Payments Leadership Meeting 235

Bobsguide

APRIL 21, 2022

Company welcomes Isabel to the Finastra leadership team, as EVP, Lending Business Unit. London, UK – April 21, 2022 – Finastra today announced the appointment of Isabel Fernandez, a highly regarded senior banking and technology executive, to the role of EVP for the company’s Lending Business Unit, effective May 2022. finastra.com.

Lending 109

Lending Leadership Community Software 109

PYMNTS

APRIL 2, 2018

“Does your business want to improve its spend management?”. Few CFOs would say “no” if asked that question: Spend management is attractive to companies for obvious reasons, as even successful companies face margin pressures. Amit Duvedi, VP of business value engineering for Coupa, said it doesn’t have to be that way. Found Money.

Management 125

Management Community Capital Company 125

Gonzobanker

APRIL 25, 2024

DoRight, Calvin’s son and present-day CEO, realized that the bank’s growth across counties, states and lines of business had made managing relationships much more involved than the ol’ nod to a customer on Main Street in the morning, an approach that had always worked well for his father. Thomas proclaimed. Or so they thought.

System 134

System Training Community Bank Management 134

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. Ultimately, senior management and the Board disagreed on strategy,” Diller said. Diller and Kern will address employees about the shakeup at a town hall meeting in Seattle on Dec.

Strategy 130

Strategy Leadership Seattle Branding 130

PYMNTS

DECEMBER 21, 2020

In addition, RealPage’s board has “has unanimously approved the agreement,” and urges RealPage stockholders to approve the deal at a planned special meeting of RealPage stockholders related to the transaction, the release said. RealPage, of Richardson, Texas, said it expects to continue operations with the same leadership team. “We

Software 159

Software Chicago Texas Leadership 159

Cisco

OCTOBER 4, 2022

It also spells out management oversight of IT systems, to include governance, and provides principles for auditors to address. Sweeping in scope, the AIO guide is very detailed on guidance for different technologies. Ensuring consistency across lines of business and matching business results to the enterprise architecture. In Summary.

Operations 118

Operations Software Risk Management Management 118

Insights on Business

MAY 3, 2019

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. In the past, clients managed their finances in silos. Tailoring specialized content through the use of analytics and AI.

Management 87

Management Data Meeting Branding 87

Perficient

OCTOBER 6, 2020

The world today is digital first more than ever, and your business must adapt to meet the need of your consumers – both internally and externally. Most companies accumulate legacy applications over time, leading to issues with compliance, security, increasing support costs, and complex performance management. What’s Included.

Strategy 429

Strategy Training Analysis Security 429

Abrigo

JUNE 14, 2021

Management commitment As with any compliance program, one of the most important aspects of a strong SCP is a “culture of compliance,” from the top, to the middle, to the front line. As seldom seen from the regulatory authorities, the Guidelines generally defines management as senior leadership, executives, or the board of directors.

Compliance 370

Compliance Training Resources Policies 370

South State Correspondent

APRIL 12, 2022

2) Leadership Matters. JPM is using local branches to meet the needs of the community. They are the ones that serve customers and communities, build the technology, make strategic decisions, manage the risks, determine investments and drive innovation. 8) Management Lessons at JPM. 4) Employee Focused.

Community 195

Community Community Bank Leadership Lending 195

Gonzobanker

JANUARY 11, 2024

Tomorrow’s Smarter Bank leaders will cultivate managed chaos, inspire creative thinking and encourage results-driven action. In November, my partner Steve Williams wrote about the pillars of Smarter Bank leadership. And to be clear, “teams” will not be just groups of managers. What will be key corporate personality traits?

Leadership 78

Leadership Management Examples Groups 78

PYMNTS

JANUARY 13, 2020

The acquisition of TWS will enable us to meet mobile carriers’ growing needs for improving their 4G and 5G networks, and eventually create new opportunities to enhance our service capabilities to our customers,” said Paul Kyungwhoon Cheun, Samsung executive vice president and head of networks business, in a press release. “The

Samsung 130

Samsung Virginia Leadership Innovation 130

PYMNTS

JANUARY 13, 2020

The acquisition of TWS will enable us to meet mobile carriers’ growing needs for improving their 4G and 5G networks, and eventually create new opportunities to enhance our service capabilities to our customers,” said Paul Kyungwhoon Cheun, Samsung executive vice president and head of networks business, in a press release. “The

Samsung 130

Samsung Virginia Leadership Innovation 130

Bobsguide

MARCH 30, 2022

IT leader brings extensive payments and project management experience to multibanking firm. Kaiser will manage Fides’ information technology strategy and execution, focusing on innovation to meet the changing needs of the market. Fides Treasury Services Ltd. ,

Leadership 60

Leadership Innovation Strategy Operations 60

Bobsguide

JULY 21, 2022

• The financial technology firm expands bookings by 300% in H1 2022 versus prior period. A key aspect of the growth is the market dynamic that prefers multi-asset class trading and investment administration, simplifying front office operations, while meeting enterprise-wide best execution and financial control objectives.

New York 87

New York Software Capital Leadership 87

FICO

MARCH 28, 2023

I founded a FICO Women Leaders initiative that uses networking and the power of community to help women succeed as leaders in a highly complex technology firm. FICO has customers worldwide, and I am intent on increasing opportunities for women in technology and financial services. Of course, I jumped at the chance. Join us there!

Leadership 52

Leadership Software Community Florida 52

Abrigo

FEBRUARY 23, 2022

Making small business loans efficient and worthwhile Digitalizing the lending process can help financial institutions win small business loans and meet customers' needs. Many financial institutions have discovered firsthand how technology can boost efficiency and minimize the cost of the entire loan process from origination to closing.

How To 195

How To Lending Software Survey 195

PYMNTS

DECEMBER 3, 2018

However, as the market looks ahead to 2019, corporate finance leaders will continue to face even more, newer hurdles to meet the demand for strategic leadership within the enterprise. ” Seventy-seven percent of CFOs said they are driving digital technology adoption , Accenture found. .”

Analytics 187

Analytics Survey Innovation Data 187

Perficient

AUGUST 5, 2020

Meet Some of Our Perficient Colleagues from Lafayette, Louisiana. I frequently work with the other Perficient technical consultants and business analysts on our 21-person team to ensure that we are meeting our client’s numbers and to ensure we are doing the best possible development work for our client.

Technology 441

Technology Austin Leadership US 441

Bobsguide

APRIL 12, 2022

Dublin, 1 April 2022: Leading Irish private equity firm, Melior Equity Partners, has agreed an investment in Salmon Software, a fast-growing financial software business that provides customers with a world-class treasury management software system.

Software 147

Software System Management Groups 147

PYMNTS

NOVEMBER 17, 2019

Sterling Bancorp announced that it has launched its new Innovation Finance Group , and has tapped veteran technology bankers John Hoesley and Josh Roberts to lead it. He was a technology banker with Wells Fargo Securities and RBC Capital Markets before launching CIBC’s Innovation Banking practice.

Groups 116

Groups Innovation Capital Leadership 116

Qudos Bank

FEBRUARY 15, 2024

For decades, women have faced many barriers to equality, so having access to digital technologies and education is critical, especially when championing those working in science, technology, mathematics, and engineering (STEM). What can we do to support and empower women in leadership positions? If you see it, ask why it is?

Leadership 52

Leadership Innovation Community Technology 52

Gonzobanker

MARCH 14, 2024

I know your sales leadership has spent hours teaching you how to conduct basic discovery on your prospect, but there are countless times when people speaking on the call have no clue about the financial institution’s main problems or challenges and know very little about their business model, systems in use, or people on the call.

Software 97

Software Fraud Leadership System 97

Insights on Business

JULY 29, 2019

I like to learn, network, meet new people with similar interests – who doesn’t? I’ve been attending this conference for several years, and I can tell you that if you are in a role to manage sales commissions, bonuses, and sales performance, you should not miss this event. Donya Rose, CSCP, Managing Principal, The Cygnal Group.

Conference 87

Conference Chicago Meeting Management 87

Cisco

MAY 10, 2022

Join us for our thousands of engaging business and technology sessions. Cisco Live delivers education and inspiration to technology innovators worldwide through large-scale in-person and digital events, as well as on-demand education. Find a full list of sessions by technology or technical level and registration information.

Las Vegas 129

Las Vegas Industry Leadership Technology 129

Cisco

JANUARY 24, 2023

The purpose of this plan was to understand the application and complexity of these regulations as they apply to technologies, so that we can evaluate technologies used to help teams satisfy these requirements. Financial institutions are regulated to be able to manage, secure, and audit their IT assets. Or the load balancers.

Meeting 100

Meeting Regulation Management Technology 100

PYMNTS

NOVEMBER 3, 2017

It was a busy time for B2B venture capital this week, and while funding ranged across verticals from expense management to SaaS, there was a clear theme in investment rounds: high-tech data analytics. Data Management. The company said it will use the backing to focus on its go-to-market strategy and expand existing leadership.

Analytics 189

Analytics Data Capital San Francisco 189

Abrigo

DECEMBER 5, 2016

Demand for effective cyber risk management is so strong that the AICPA is developing common criteria for CPAs to use as they help clients evaluate their programs and efforts. Ensure leadership buy-in. For many companies, top executives or boards are involved in IT only insofar as approving capital spending on technology.

Cyber Security 150

Cyber Security Security Software Meeting 150