Perficient

FEBRUARY 13, 2021

For organizations using Teams Calling, it is recommended to start notifying your users about this new capability and update your training and documentation accordingly. New Revised In-meeting Share Experience. So with such a big update coming down the pike, how will you manage this? Team Creation Alignment.

Meeting 520

Meeting Policies Groups Training 520

FICO

DECEMBER 2, 2020

In December of last year, the Malaysian National Bank, Bank Negara, issued a consultation document about their intention to allow eKYC in the applications process for a wide range of financial products. Not meeting these expectations could be costly. Banks and other financial institutions need to act, but are they ready to do so?

Survey 72

Survey Regional Compliance Fraud 72

FICO

JANUARY 7, 2021

Here are the 5 most popular 2020 posts on decision management. #1. It’s not enough to merely make information accessible; once it attainable, companies need to work immediately to make sure it is assimilated into their larger business strategy to support detailed, documentable, and data-driven decisioning. .

Management 52

Management Analytics Strategy Data 52

Fintech Labs Insights

MAY 24, 2017

. “To help grow their role and create effective change, compliance needs to embrace the process and tools of change, innovation, and technology,” the blog authors wrote. Further, they pointed out that even senior executives gain from the improvements technology can bring to the compliance challenge.

Compliance 21

Compliance UX User Experience Fraud 21

Perficient

JANUARY 16, 2024

Background On October 19 th , 2023, the Office of the Comptroller of the Currency (OCC) published an article highlighting new enforcement actions and clarifying explicit rules regarding misconduct, particularly as it relates to financial abuse by senior-level management.

Compliance 221

Compliance Guidelines Policies Risk Management 221

Insights on Business

JUNE 20, 2018

For financial services institutions, the ever-growing volume of regulations and annual changes since the financial crisis continue to challenge banks’ capabilities, as well as their confidence, in managing compliance and risk exposure. The global regulatory environment continues to evolve at a rapid pace.

Compliance 70

Compliance Innovation User Experience System 70

Gonzobanker

AUGUST 31, 2015

It could stem from an overreaction to a regulator or an overzealous compliance employee with too much power. Manage regulatory concerns accordingly and don’'t over-react. 60% of financial institutions still print, sign, index and manually scan new accounts documents, receipts and loan documents. CAUSE SOLUTION.

System 60

System Tools Cards User Experience 60

Fintech Labs Insights

MAY 14, 2017

As part of our FinDEVr Feature series , which highlights some of the speakers you will see on stage at the event, we recently interviewed the developer community manager of one of the presenting companies, eSignLive by VASCO. The post Exclusive Interview with eSignLive’s Developer Community Manager appeared first on Finovate.

Community 15

Community Management Analytics Case Study 15

Cisco

MAY 24, 2022

This week we welcome Marc Gilman , General Counsel and VP of Compliance at Theta Lake for a Q&A on a key topic for compliance, operational risk, and security leaders – ensuring that robust controls are in place for regulatory, cybersecurity, and privacy of collaboration platforms.

Compliance 115

Compliance Security Video Meeting 115

Cisco

SEPTEMBER 20, 2022

Through it all, Bank, Insurance and Wealth Management decision-makers have face increased pressure to focus on three fundamental strategic priorities – Business Growth, Cost Reduction, and Risk Reduction – to accelerate digital transformation. Bear traps are everywhere. We all feel it…and it hurts. Geopolitical issues shock the conscience.

America 108

America Video Compliance User Experience 108

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. Here’s another solution for document management and origination. ^SR. From their website: ShortSave helps servicers help borrowers — without red tape, phone calls, or additional documentation.

Video 40

Video Mobile social media Analytics 40

PYMNTS

MAY 31, 2019

Accounts payable, cloud migration, Big Data and even legal management for startups raising new funding were all targeted among investors. The company instead operates a platform that enables startups to plan and manage their own funding rounds — including compliance and legal document management. announced $7.25

Capital 143

Capital Analytics Big Data Data 143

Fintech Labs Insights

MAY 18, 2017

As part of our FinDEVr Feature series , which highlights some of the speakers you will see on stage at the event, we recently interviewed the strategic accounts manager of one of the presenting companies, Trulioo. The post Exclusive Interview with Trulioo’s Strategic Accounts Manager appeared first on Finovate.

Management 13

Management Compliance Fraud User Experience 13

William Mills

MAY 9, 2018

Presenter Profile: How they describe themselves: AI Foundry uses AI and user-guided machine learning to transform enterprise operations by integrating information, people and processes. one solves the low accuracy level of automated conversational applications with its Conversational Data Management Platform. Key Executives.

Security 40

Security Samsung Strategy San Jose 40

CB Insights

MARCH 21, 2018

By allowing policy holders and insurers to track and manage physical assets digitally, blockchain technology can codify business rules and automate claims processing through smart contracts, while providing a permanent audit trail. Your therapist’s office manually requests documents from each provider. Source: Gem.

blockchain 78

blockchain Fraud Policies Industry 78

Fintech Labs Insights

JUNE 16, 2015

According to Narrative Science , wealth managers today are challenged to provide better results for their clients, at a faster rate, and under tighter regulatory scrutiny than ever before. ” The platform then renders those insights in a natural language document that can be anything from a tweet to a major research document.

User Experience 12

User Experience Illinois Chicago Management 12

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Andrew just needs to review the account and forward on to compliance for their review. Also a pretty good customer experience.

Mobile 40

Mobile Cards Fraud Data 40

Fintech Labs Insights

JULY 22, 2015

Advisor Software will provide an overview of its wealth management cloud platform – an end-to-end suite of APIs, apps and widgets that power digital investment advice and financial planning applications. Why it’s a must-see: It has nearly 120 APIs that will power the next generation of digital wealth management applications.

San Francisco 12

San Francisco Video Fintech Data 12

Fintech Labs Insights

MARCH 27, 2017

The advantages of the technology are many, not least its democratization of access to investment and subsequent opening up of wealth management to the masses. Unfortunately, there’s often a tension between necessary compliance and fraud measures and a seamless, easy on-boarding process.

Fraud 12

Fraud User Experience Fintech US 12

Fintech Labs Insights

SEPTEMBER 1, 2015

Market segments include insurance, banks, telecom, utilities, and property management. Adobe is changing the world through digital experiences. Advisor Software is a Cloud provider of sophisticated wealth management and digital investment advice APIs and apps for financial services enterprises.

Company 12

Company Software Analytics Mobile 12