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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Relying on complex spreadsheets for portfolio analysis, the firm faced operational hurdles due to immense computing demands.

Strategy 440
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5 Key Takeaways From Our “Optimization Strategies To Improve Collections” Webinar

Perficient

In our latest webinar, “Optimization Strategies to Improve Collections,” Scott Albahary, Perficient’s financial services chief strategist, and Byron Gifford, Perficient’s collection transformations lead, shared tangible solutions to the challenges collections and recoveries groups face. Customer experience really matters in collections.

Strategy 492
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Complementing SAP with True Order Management Capabilities

Perficient

Seamless order to fulfillment is the crux of any good experience. A brand’s reputation and longevity, as well customer loyalty and adoption, often hinges on the success of how order management (OM) is rooted in an organization. How We Can Help.

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Filling The Gap In Strategy: Ideas

Perficient

This is part 3 of filling the gap in strategy. We believe that there tends to be a gap in strategy when a business strategy meets the operational elements. In other words, a beautiful strategy may point you in the right direction, but you typically need a plan on how you will implement the strategy.

Strategy 309
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Perficient Included in IDC Market Glance: Lending Digital Transformation Strategies

Perficient

Two-plus years later, banks and credit unions continue to feel the pressure to transform their credit and lending operations. Fortunately, at Perficient, we quickly realized the dire economic situation and the challenges financial institutions and their customers faced. IDC’s Take on Lending Digital Transformation Strategies.

Lending 354
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Americas FSI Digital Commentary: 3 Ways to Accelerate Digital Strategy in 2023

Cisco

As a change agent serving the financial services industry for over 20 years, it is a great privilege to collaborate with Bank, Insurance, and Wealth Management institutions to devise and execute digital transformation strategy, solve complex business problems, and leverage technology to strengthen business results.

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Top 6 Trends for the Banking Industry in 2024

Perficient

Banking institutions are responding by integrating advanced technologies, particularly artificial intelligence and data analytics, into their lending operations to enhance efficiency and adaptability. Personalization not only enhances the customer experience but also strengthens the bond between banks and their clientele.

Trends 221