Perficient

DECEMBER 8, 2020

These companies are experimenting aggressively with personalized search experiences, attribute-based contact routing, custom call scripting, and social media text analysis to know when and what to communicate to consumers, predict actions, optimize offers, and identify when they are ready to buy.

Analytics 309

Analytics Leadership social media Data 309

CFPB Monitor

FEBRUARY 8, 2021

The webinar looked at the changes that the CFPB is likely to undergo under the leadership of Messrs. Mr. Cordray expects Mr. Uejio to put the CFPB on a path that is more in line with the agency’s vision for carrying out its mission that prevailed under Mr. Cordray’s leadership.

Leadership 78

Leadership Lending Groups Policies 78

Perficient

OCTOBER 6, 2020

Over an 8-week period, we work with your development teams to deliver a combination of analysis and training to drive development practices in the Microsoft Azure cloud. This includes: Analysis of current development practices (agile, waterfall, mixed). Access to analysis tenant. and cloud best practices. What’s Included.

Strategy 429

Strategy Training Analysis Security 429

PYMNTS

JANUARY 21, 2020

Global Economics Group (GlobalEcon) has branched out in China with the opening of an office in Shanghai, its second location in the country, the economic management consulting firm announced on Tuesday (Jan. Vanessa Yanhua Zhang, and is also comprised of economic experts, senior economists, professional associates and managers.

Analysis 130

Analysis Boston Chicago New York 130

Abrigo

NOVEMBER 18, 2016

In a survey of community banks and credit unions at the 2016 Sageworks Risk Management Summit, 42 percent of respondents said Commercial Real Estate, or CRE, lending was their primary focus for loan portfolio growth. Learn more about the Sageworks Credit Risk Management Solution. This reflects a larger industry trend.

Community Bank 150

Community Bank Handbook Lending Risk Management 150

Abrigo

SEPTEMBER 16, 2016

Whether peer analysis is a new practice or a tested strategy at your bank, it is always important to begin any analysis with an overview of key performance metrics. It is crucial for leadership at a bank to understand how the bank compares on key metrics to those institutions considered peers.

Analysis 150

Analysis Leadership Groups Case Study 150

Independent Banker

JULY 31, 2022

Follow that by making the bank’s strategic priorities clear to department leaders and managers, so that they can select training opportunities that support them and their teams. In previous columns, we have addressed how to evaluate skills gaps, and this is where that analysis comes into play. Pass along the knowledge.

Training 140

Training Resources Community Bank Leadership 140

Perficient

FEBRUARY 22, 2021

Perficient qualified for and delivered thought leadership that was featured in research of all types, with new and interesting reports unveiled in 2020, and evaluations that were refreshed from two years ago. We begin by highlighting the “Best of 2020” report inclusions that recognized our expertise and kept Perficient top of mind.

Report 309

Report Study Leadership Industry 309

PYMNTS

MAY 13, 2020

The founders pledged to focus on how to reduce costs and improve customer satisfaction by using data analysis and said they were committed to being a part of the solution. This will elevate my focus from daily management to supporting Haven’s strategy, board, and leadership. s Optum unit.

Boston 130

Boston Policies Leadership System 130

Cisco

AUGUST 9, 2022

This was revised in 2017, and this consistent framework is intended to be able to help leadership and the board assess their preparedness and risk over time. It is part of a multipart blog series on financial regulations and how to manage them architecturally, geared towards IT leadership. External Dependency Management.

Tools 114

Tools Leadership Handbook Security 114

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 133

System Training Community Bank Management 133

Abrigo

FEBRUARY 23, 2022

Another option is to make small business lending more efficient and borrower-friendly so that the financial institution can win, process, and manage more loans without big increases in staffing or other expenses. Jump-Start Digital Transformation with Change Management. Credit Analysis Training. Credit Risk Management.

How To 195

How To Lending Software Survey 195

PYMNTS

APRIL 10, 2019

But the latest analysis of U.S. The State of Risk Oversight: An Overview of Enterprise Risk Management Practices ,” a new report released by the American Institute of CPAs ( AICPA ) and North Carolina State University’s Enterprise Risk Management ( ERM ) Initiative), surprisingly only mentions cyber risk a handful of times.

North Carolina 136

North Carolina Risk Management Leadership Survey 136

PYMNTS

MAY 26, 2020

The Graduate Certificate of Cyber Security, on the other hand, will offer a “comprehensive understanding of cyber security spanning strategy, international orientation, critical analysis and problem solving, communication, ethics and leadership.”. However, only 5 percent of managers could easily find the required skills.

blockchain 171

blockchain Cyber Security Bitcoin Leadership 171

PYMNTS

DECEMBER 12, 2019

“LeanTaaS’ iQueue represents a rare nexus of product leadership, robust ROI and fast time to value for hospitals. The money will also be used to hire of key leaders in engineering, data science, product management, sales and marketing. This year, the company has nearly doubled the size of its team. trillion in 2018.

Software 130

Software Analytics Resources Leadership 130

CFPB Monitor

AUGUST 5, 2021

To further its ongoing diversity, equity, and inclusion (DEI) efforts, the New York State Department of Financial Services (DFS) announced an initiative to collect and publish diversity data on the demographic makeup of NY-regulated financial institution’s boards and senior management teams.

Data 78

Data New York Leadership Industry 78

PYMNTS

APRIL 11, 2017

It’s a common tactic for small businesses; in the latest PYMNTS.com SMB Technology Adoption Index , analysis finds that just 13 percent of small businesses are willing to take the leap and adopt innovative technology — despite most businesses considering themselves at least moderate users of tech.

Leadership 118

Leadership Analytics Analysis Tools 118

Gonzobanker

APRIL 8, 2020

Makes sense, because our observations tell us that little actionable content has been developed, tracked, analyzed and executed via website content management platforms and digital delivery channels. And, they should know whether the content management team, platforms and providers will get the institution where it needs to be.

Leadership 169

Leadership Analytics System Digital Banking 169

PYMNTS

APRIL 2, 2018

As a result of ongoing analysis of data stolen in last year’s cybersecurity incident, we announced on March 1 that we had confirmed the identities of U.S. CNBC, citing Equifax, said a “small percentage” of letters went out with incorrect personal information. consumers directly,” Equifax said in a statement to CNBC.

Leadership 119

Leadership Data Analysis Operations 119

PYMNTS

JUNE 23, 2017

Institutions may feel they do not have enough information for proper cost-benefit analysis, lack understanding about the technology itself or simply do not have commitment from leadership. Despite the obvious benefits of APIs, adoption — particularly within the U.S. financial services industry — has been slow. The question remains.

Meeting 187

Meeting Groups Industry Report 187

PYMNTS

OCTOBER 31, 2018

In a statement, Amex Ventures Managing Director Lindsay Fitzgerald said Cloud Elements addresses key challenges for businesses that are looking toward API technology to streamline operations. Cloud Elements did not reveal how much it raised.

Leadership 135

Leadership Technology Operations Analysis 135

PYMNTS

NOVEMBER 12, 2020

There are digital-native companies, especially in areas like eCommerce, where their ability to continue to stay in business primarily because they were digital has enabled them to take faster leadership in that space,” Kanthadai said.

Innovation 295

Innovation Regional Data Payments 295

Abrigo

OCTOBER 11, 2016

While increasing the volume of qualified loan applications is an important component of any growth strategy, leadership at these institutions may not consider that there are ample opportunities already available in their loan application pool. These growth plans typically focus on finding new ways to attract more qualified applications.

Analysis 150

Analysis Lending Taxes Software 150

Abrigo

JUNE 2, 2021

FinCEN issued an advisory in 2014 highlighting the importance of a strong culture of compliance for senior management, leadership, and owners within financial institutions. This includes compliance from top, to middle, to frontline leadership. Leadership must actively support and understand compliance efforts.

How To 195

How To Training Compliance Policies 195

Cisco

OCTOBER 4, 2022

It also spells out management oversight of IT systems, to include governance, and provides principles for auditors to address. The booklet carves out responsibilities for different roles within an organization, from board and senior manager responsibilities, to chief architect and operations management responsibilities.

Operations 118

Operations Software Risk Management Management 118

Independent Banker

DECEMBER 31, 2022

The skills needed to succeed in the workplace are changing, with companies placing greater value on soft skills like communication and leadership. Photo by Pressmaster/Adobe. In response, community banks have an opportunity to revisit hiring policies and training programs. By Roshan McArthur. Roshan McArthur is a writer in California.

Training 98

Training Community Bank Community Knowledge Base 98

PYMNTS

NOVEMBER 2, 2016

SaaSOptics, which provides streamlined accounting management solutions for B2B SaaS businesses, announced new funding this week. The company offers automated ordering and order renewal capabilities, invoicing, payments, accounting data and revenue analysis and other features designed for the SaaS industry. The company has raised $1.8

Leadership 100

Leadership Software Analysis Meeting 100

PYMNTS

SEPTEMBER 19, 2018

IDC is already seeing that organizations using these technologies to drive innovation are benefitting in terms of revenue, profit and overall leadership in their respective industries and segments.”

System 191

System Leadership Strategy Industry 191

CFPB Monitor

FEBRUARY 11, 2021

Uejio stated that he has asked Consumer Response “to prepare a report highlighting the companies with a poor track record on these issues” and indicated that the Bureau will publish this analysis and that “senior leadership of these companies can expect to be hearing from me.”.

Company 148

Company Report social media Community 148

Abrigo

MARCH 28, 2016

A recent article published on the Small Business Finance Institute’s (SBFI) AdviceOnLoan blog highlighted two key areas to better manage credit risk and credit culture: 1. Leadership should be strong promoters of the culture. One common area where institutions can improve their culture is within their credit risk rating system.

Training 150

Training System Leadership Analysis 150

PYMNTS

JUNE 24, 2019

Supreme Cannabis’ management team has immense experience supporting health and wellness companies operating in Canada and international markets. Supreme Heights will benefit from our experience launching some of the most premium cannabis brands in Canada and from the strong leadership and the deep industry connections of our U.K.

Branding 100

Branding Leadership Capital Industry 100

PYMNTS

MARCH 13, 2019

Corporate spend management technology company Coupa has released its fourth quarter earnings performance and full year for FY2019, pointing to Q4 as “the strongest quarter yet in our company’s history,” according to Chief Executive Officer Rob Bernshteyn. Total revenues were pegged at $74.9

Leadership 116

Leadership Risk Management Management Company 116

Gonzobanker

OCTOBER 26, 2021

Whatever the good intentions of these new mandates, any new compliance orders require resources, change management, and an understanding of the unintended risks that could arise. It must be what pours out from the culture, the leadership, the brand, and the operations of a modern banking institution.

Leadership 97

Leadership Compliance Strategy Branding 97

PYMNTS

MARCH 6, 2019

” Accounting strategies can not only boost transparency for regulators and visibility for a firm’s own leadership, but regulators say they can also promote security. According to the publication, a series of corporate scandals from the likes of CBS, Nissan and others has eroded public and investor trust in corporate leadership.

Report 139

Report Leadership Regulation California 139

PYMNTS

APRIL 5, 2016

” “Companies are focusing on cost reduction across the enterprise, and this is clearly an area where finance can take a leadership role,” O’Connor, principal and finance advisory practice leader, said in a statement announcing the release of the report. Improve finance performance management capability.

Leadership 100

Leadership Analytics Data Groups 100

PYMNTS

JULY 2, 2018

.” “The experience with eGuard, which today secures millions of payment transactions at India’s leading banks – and the industry leadership in payment authentication – has enabled us to launch an intelligent, low-cost fraud management capability in Trident, designed for emerging markets such as India,” added Setlur.

Fraud 100

Fraud Leadership National Security 100

South State Correspondent

JANUARY 3, 2024

To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. Each book applies to any banker in a management position who faces a customer in the branch or field or any banker thinking about improving organizational performance. This book will be needed by bank CEOs in 2024.

Leadership 370

Leadership Management Strategy How To 370