Compliance Customer Experience Management Taxes 
Perficient
DECEMBER 1, 2022
But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway. Through Salesforce, of course!
PYMNTS
JUNE 25, 2018
Marry tech and talent, then risk management can pay dividends, notes an upcoming PYMNTS webinar. In advance of the upcoming webinar titled “RegTech: Transforming Compliance Through Enabling Technology,” Clayton Mitchell, principal of Crowe Horwath , stated that RegTech’s effectiveness can be limited by internal factors.
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PYMNTS
FEBRUARY 8, 2018
If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. In an interview with PYMNTS, Colin Zalewski, senior product marketing manager for One, Inc., In one example, One, Inc.
PYMNTS
FEBRUARY 18, 2020
Banks are increasingly embracing new channels to offer seamless omnichannel services to their customers, but doing so often creates silos that handle large amounts of collected data. Fraud orchestration can help solve this issue as it allows banks to build holistic fraud prevention defense systems and gain 360-degree views of their customers.
South State Correspondent
MAY 13, 2024
The major themes of fraud, artificial intelligence (AI), expansion of instant payments, open banking, and regulation were particularly relevant to your roles as executives, risk managers, compliance officers, and technology leaders. Like ISO 20022, converting to the FDX standard is not a project but an ongoing process.
Cisco
APRIL 26, 2022
Their goal is to move beyond tax-related services to deliver a holistic financial services platform to small businesses and their employees, inclusive of banking services. This requires integrated, cloud-neutral connectivity, security, and management capabilities.
PYMNTS
OCTOBER 10, 2018
According to Mugford, fraud and regulatory compliance are a headache for banks and corporates regardless of payment rails used, but remain of paramount importance. “More than ever, though, KYC [Know Your Customer] and risk management are critical to protect a financial institution and its customers.”
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