Accenture

JULY 8, 2019

Some of the most pressing are around the technology, tools and data needed across the front, middle and back office to help relationship managers (RMs) meet SMEs’ rising expectations. So, what tools can help strike the right balance between human and digital? These are business-critical decisions.

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Tools Management Customer Experience Technology 150

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

Perficient

NOVEMBER 20, 2020

Deployment and infrastructure management is not a simple process; in fact, it involves multiple steps and tools to provision infrastructure. We need tools that make this process seamless, easy, and effective. Take Terraform, a tool used to provision and manage infrastructure within any cloud.

Management 309

Management Resources Tools Maine 309

Perficient

FEBRUARY 10, 2021

Sales enablement is a strategic approach to align sales, marketing, and operations around the common goal of equipping salespeople with the right resources, tools, and processes to sell effectively and support clients. With the right strategies and tools, firms can replace face-to-face interaction without forgoing the personal touch.

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Management Resources Strategy Tools 294

Perficient

OCTOBER 20, 2020

One of the many benefits of using Red Hat OpenShift to manage your container workloads is the flexibility it provides to distribute and/or isolate workloads. In OpenShift 4x, the router ingress function is managed by an operator, so I’ll need to make our changes to the operator.

Management 294

Management Tools Operations Examples 294

Perficient

NOVEMBER 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Users are demanding self-service access to data and easy-to-use tools for decision support and trend identification.

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Management Data Analytics Course 309

PYMNTS

NOVEMBER 6, 2018

Technology developed by Bloomberg is now being used by Shell ‘s Foreign Exchange Central Treasury unit to interconnect the fuel conglomerate’s operating units across 22 markets, the companies revealed Monday (Nov.

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Tools Management blockchain Operations 134

Abrigo

JUNE 19, 2022

New Fed Tool: ELE for 2023 CECL implementation The Federal Reserve's new Expected Loss Estimator, or ELE, tool for CECL is a spreadsheet-based option for smaller financial institutions to implement the current expected credit loss standard. Spreadsheet-Based Tool. ELE tool for CECL released by Fed. keep me informed.

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Tools Regulation Data Resources 195

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. RLJ Financial On Managing B2B Spend With Virtual Cards. The benefits of using digital B2B payments solutions extend far beyond their ability to support a decentralized workforce.

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Management Cards Company Innovation 268

PYMNTS

DECEMBER 23, 2020

Paychex , which provides solutions for HR, payroll, benefits and insurance, is offering users of Clover , a business management platform from Fiserv , the chance to streamline payroll services as well as time and attendance management, according to a press release.

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Management Tools Strategy Innovation 219

Cisco

MARCH 29, 2022

It’s evident that digital investments made prior to 2020 helped many financial institutions respond quickly to a rapidly changing operational environment. As financial services look ahead, it is perhaps time to consider the next phase of the transformation campaign in pursuit of complete operational transformation as the end-goal.

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Operations Analytics Tools Resources 138

Perficient

JUNE 11, 2020

Insights for stabilizing operations, accelerating partner management, and developing a digital strategy that differentiates your business. Tools and solutions to move forward – fast. Q&A with real-world examples. New Work.com resources to help manufacturers restart safely and rebuild.

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Management Digital Strategies Strategy Resources 332

PYMNTS

OCTOBER 19, 2020

Google Cloud is aiming to innovate the mortgage industry with its new artificial intelligence (AI) tool called Lending DocAI. Sudheera Vanguri , product manager lead at Google, said in a b log post on Monday (Oct. The new tool “provides industry-leading data accuracy” to speed up loan applications.

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Google Tools Lending Industry 264

Cisco

AUGUST 9, 2022

financial institutions, the FFIEC released new guidance and a Cybersecurity Assessment Tool for institutions to self assess their risks and determine their cybersecurity maturity. This framework is especially relevant given the recent FFIEC Architecture and Operations update and the Executive Order on Cybersecurity from 2021.

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Tools Leadership Handbook Security 114

PYMNTS

OCTOBER 1, 2020

As the digital revolution continues to transform the way shoppers pay for things amid the COVID-19 pandemic, Mastercard announced a free online tool to help entrepreneurs future-proof their companies.

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Tools Cards Guidelines Online 262

PYMNTS

DECEMBER 14, 2020

Managing financial data across a vast array of platforms, including accounts payable, accounts receivable, accounting and ERP systems, creates a challenging environment in which to understand cash positions and forecast cash inflows and outflows. Achieving real-time data analytics is a lofty goal for organizations without the proper tools.

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Management Strategy Data Tools 308

Bank Innovation

MARCH 10, 2017

BNP Paribas Wealth Management is testing a new mobile investment advisory tool, myAdvisory, the company said yesterday. The app offers investment advice, except instead of using robos – like the SigFigs of the world – the advice is written entirely by humans.

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Tools Guidelines Mobile Management 287

PYMNTS

NOVEMBER 1, 2020

Suplari , which works in spend agility, has debuted the next version of its Spend Industry Cloud, which has 175 different automated insights to help predict and manage costs, cash flow and investments, a press release says.

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Tools Analytics Data Policies 213

PYMNTS

JUNE 14, 2019

InventoryBase , a platform providing property inspection services to property management companies and letting agencies, is adding a B2B payments feature that lets property managers pay third parties that conduct property visits. Property managers submit a job to the platform to receive bids from potential vendors.

Management 116

Management Tools Payments Industry 116

Cisco

OCTOBER 4, 2022

It is an update to the 2004 Operations book, and links the different processes of Architecture, Infrastructure, and Operations (AIO) into a cohesive framework for auditors to assess. In this booklet the FFIEC discusses the principles and practices for IT and operations, as well as processes for addressing risk respective to IT systems.

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Operations Software Risk Management Management 118

Abrigo

JUNE 7, 2021

Risks ALM Addresses Will Affect Performance and Strategy Asset/liability management models and processes address credit risk, liquidity risk, and interest rate risk. . Takeaway 3 Interest rate risk measurement tools and techniques can differ among institutions due to varying levels of risk and risk profile complexity. Array of Risks.

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Management Risk Management Capital Regulation 195

PYMNTS

NOVEMBER 26, 2019

Recent data indicated that 82 percent of SMBs shutter in their first year because of poor cash management operations. As SMBs seek opportunities to expand their operations, and reach new customers and markets, they will need the right spend and workforce tools to ensure funds are spent appropriately. Inside The Playbook.

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Tools Boston Cards Management 141

PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. Not so long ago, linking cash account statements across far-flung systems or operations would have taken days or weeks and extensive testing to synthesize all that data into one centralized presentation.

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Management Lending System Operations 268

PYMNTS

AUGUST 22, 2019

Amazon is on track to invest upwards of $15 billion this year in new tools to help small and medium-sized businesses (SMBs) grow and succeed, according to a press release. . To aid SMBs, 150 new tools have been launched since the beginning of the year, the company announced on Thursday (Aug 22). million jobs around the world. . “As

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Tools America Retail Survey 184

PYMNTS

OCTOBER 14, 2020

Spend management was the focus of innovation in the commercial card space this week thanks to partnerships and investments in firms aiming to help companies keep track of expenses. Monitoring fuel purchases through both cost and location is a valuable tool for fleet managers to prevent fraud and protect margins.”.

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Management Cards Innovation Fraud 238

PYMNTS

JANUARY 8, 2021

To do that, and to clear the next hurdle, Whisler said many financial institutions (FIs) still need to “modernize internally to be a 24/7 operation shop.”. One thing is customer service, but the other is liquidity management or cash flow forecasting, and that's new to a lot of organizations.”. So Much More Than Payments.

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Operations Payments Industry Management 349

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.

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PYMNTS

DECEMBER 9, 2020

The ongoing pandemic poses challenges that have amplified businesses’ need to digitize their payment operations. Some firms have better adjusted to new digital tendencies than others, especially when it comes to keeping track of B2B payments and spend management. so having a system or tool that makes it very simple to.

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Cards Management Tools Payments 155

PYMNTS

DECEMBER 2, 2020

The additional functions offer a “desktop-optimized” look into all pertinent invoice data, enabling them to match bills with purchase orders and easily access coding tools. These types of users handle a greater quantity of invoices than business users and conduct complicated invoice handling activities akin to AP workers.

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Tools Software Analytics Analysis 181

PYMNTS

DECEMBER 26, 2019

Businesses of all sizes are slowly phasing manual expense tools out of spend management strategies. The latest Workforce Spend Playbook analyzes how expense management tools are shifting to provide quicker and more convenient services to small and medium-sized businesses (SMBs) in all markets.

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Perficient

FEBRUARY 17, 2021

Previously , I discussed the role of sales enablement in investment management. For a sales enablement program to be successful at its launch and continue to be effective over time, it has to have the right mix of technology tools, and cross-functional teams. The spectrum of tools is broad.

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Training Tools Management Analytics 340

PYMNTS

NOVEMBER 11, 2020

Paytronix has launched Paytronix Subscriptions, a subscription-building product that will allow any restaurant or convenience store to set up and manage a subscription program for its customers, the company announced on Wednesday (Nov. Paytronix Subscriptions will be a key component of its customer loyalty platform.

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Tools Branding Innovation Survey 182

PYMNTS

FEBRUARY 1, 2021

Smooth accounts payable and receivable processes depend on the ability to easily access, manage and interpret payments data, but complex workflows and old-school tools can get in the way. The pandemic has added heat to this fire, driving many firms harder to find quick-to-adopt options for digitizing their AR operations.

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PYMNTS

SEPTEMBER 15, 2020

program, which will work to help procurement teams create receipts and manage the return merchandise authorization (RMA) program effectively, according to a press release. And for the RMA program, procurement teams will be able to manage products rejected during the product inspection process, the release said. PYMNTS reported.

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Management Tools System Software 151

South State Correspondent

APRIL 13, 2020

If you are in the military or public safety and have participated in a tactical operation center, you are likely familiar with the "Planning P." It is also a great tool for any leader or manager to have, as many of these concepts are applicable to everyday business activity.

Management 195

Management National Tools Operations 195

PYMNTS

NOVEMBER 13, 2020

Google is integrating its Expedition 360 virtual reality (VR) tools to Google Arts & Culture app to allow teachers to keep offering students digital adventures as remote learning continues. The original Expeditions Pioneer Program launched in 2015 for educators and in 2016 was made available on the Android operating system.

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Google Las Vegas Tools New York City 222