Document, Management, Marketing and Operations

Go Where No Operations Department Has Gone Before – Instant Settlement

Perficient

MARCH 30, 2023

The front office is screaming down to the Settlement Office, “Operations, we need more capital!” Any operations team that has dealt with a stock loan trading desk can contest the inherent friction between providing more available securities to the desk and reliance on settlement cycles and market constraints.

Operations

Operations blockchain Capital Security

Benefits of Leveraging Technology for Document Preparation

Abrigo

JUNE 9, 2020

Technology has enabled financial institutions to operate more quickly and efficiently, creating a better experience for customers. Document preparation solutions, like Fusion LaserPro, help financial institutions to automate data entry, save time, and reduce errors. Generate defensible loan documentation more efficiently.

Technology

Technology Lending Compliance Data

Best practices for credit risk management in uncertain times

Abrigo

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." So how can banks help customers keep up in uncertain markets?

Risk Management

Risk Management Management Policies Lending

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

How managed services bring flexible, scalable ‘Next-Gen efficiencies’

Accenture

OCTOBER 12, 2020

Financial services (FS) firms in the Middle East face a range of well-documented challenges. Some match those facing their peers elsewhere, while others (like the floundering oil price, a troubled real estate market and VAT changes) are more relevant to this region.

Management

Management Regional Marketing Operations

Model Risk Management: Regulatory Priorities and Best Practices

Abrigo

MAY 20, 2022

Meet Model Risk Management Expectations Updates to the FDIC Risk Management Manual should steer institutions toward a model that manages risk and drives growth. Takeaway 1 Aside from meeting examiner expectations, proper model risk management can protect your institution from unnecessary risk. . FDIC Update.

Risk Management

Risk Management Management FDIC Meeting

Preparing your financial institution to manage loan workouts, loan modifications

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management

Management Risk Management Policies Lending

Credit administration department housekeeping: Practical steps for improvement

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. It's about ensuring that every aspect of your lending operation is optimized for efficiency and effectiveness. Reduce exceptions : Too many credit exceptions can lead to confusion and inefficiency.

Training

Training Risk Management Analysis Policies

Leverage AI to Automate Invoice Processing using ServiceNow’s Low-Code Solution

Perficient

DECEMBER 14, 2023

One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. These fees are often unclear and fluctuating, creating significant administrative burdens for firms managing multiple funds. A centralized platform for invoice processing and case management.

Training

Training Strategy Exercises Data

Leverage AI and Automated Invoice Processing using ServiceNow’s Low-Code Solution

Perficient

DECEMBER 14, 2023

One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. These fees are often unclear and fluctuating, creating significant administrative burdens for firms managing multiple funds. A centralized platform for invoice processing and case management.

Training

Training Strategy Exercises Data

The Power of Generative AI for Financial Services

Perficient

JUNE 1, 2023

As the financial services industry continues to evolve, companies are looking for ways to stay ahead of the competition and increase their market share. We also enable clients to use Writer’s snippets to follow strict compliance regulations and efficiently include disclosures in their Sales and Marketing.

Compliance

Compliance Industry Regulation Data

ALM 101: Introduction to Asset/Liability Management-Part 4: Liquidity Risk

Abrigo

APRIL 15, 2022

ALM & Measuring Liquidity Risk at Banks and Credit Unions Regulatory agencies expect financial institutions to manage liquidity risk using processes and systems commensurate with the complexity, risk profile, and scope of operations. ALM 101: Introduction to Asset/Liability Management. This is the fourth post in a series.

Management

Management Meeting Risk Management Operations

Risk of Derivatives – The Fall of an Index

South State Correspondent

JANUARY 16, 2024

Barings Bank, Orange County (CA), Enron, Long-Term Capital Management, and other entities misused derivatives or didn’t understand the difference between hedging and speculating. With the development of the term SOFR market, BSBY offers no perceived advantages over SOFR, Fed Funds, or Prime. No ISDA documents.

Community Bank

Community Bank Community Compliance CA

Can fintechs enhance your bank’s marketing campaign?

Independent Banker

FEBRUARY 28, 2022

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Photo by Janimal Photography. Dick, Chairman and CEO, Mainstreet Bank.

Fintech

Fintech Marketing Community Bank Community

Bitcoin Daily: Signal Messaging App Testing Crypto Payments; Gemini Adds 20 Tokens To Exchange; SIA, WizKey Partner For Credit Market Based On Blockchain

PYMNTS

JANUARY 26, 2021

In other news, European FinTech SIA is partnering with WizKey to create a platform to allow credit negotiations on blockchain for banks, financial operators and funds, according to a press release. Diokno, Philippines’ Central Bank (BSP) governor in the release.

blockchain

blockchain Guidelines cryptocurrency Marketing

Behind Sysco’s Spend Management Switch To Cards

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. The L atest Workforce Spend News.

Management

Management Cards Tools Software

Industries Document Generation

Perficient

JULY 11, 2023

Every company needs documents for its processes, information, contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and for various other purposes. Document creation and management is a crucial part of their operations. What is Industries Document Generation?

Industry

Industry Data Management Meeting

CRE loan distress: Spot the symptoms, diagnose, and treat problem loans

Abrigo

MARCH 13, 2024

Takeaway 3 To triage a CRE loan in workout, first re-engage the deal team and conduct a comprehensive review of the loan documents. No, it’s the current situation in the commercial real estate (CRE) market tied to the threat that distressed and problem CRE loans pose to investors, banks and credit unions, and the economy at large.

Strategy

Strategy Course Meeting Taxes

Uncovering the Hidden Efficiencies in Loan and Deposit Operations

Gonzobanker

MARCH 6, 2020

Addressing common loan and deposit operations process inefficiencies can help financial institutions deliver optimized value to customers and stockholders. In recent years, many financial institutions have been focused on improving their digital delivery capabilities, often at the expense of their operational groups.

Operations

Operations System Groups Technology

Optimizing small business lending: Best practices and strategies

Abrigo

MAY 2, 2024

Compliance and Risk Management: The loan policy ensures that the lending function operates within the regulatory and compliance framework. It also outlines the risk management practices that need to be followed when evaluating small business lending opportunities.

Lending

Lending Strategy Analysis Policies

Cost Adjustments: Why Living in the 1990s Might Be Depressing Your Financial Institution’s Market Value Premium

Abrigo

SEPTEMBER 21, 2020

Key Takeaways Financial institution executives wondering about changes in their market value premiums might need to look at the assumption used for modeling deposit servicing costs. Like clockwork, in times of low interest rates, financial institution executives have questions regarding the changes in their market value results.

Marketing

Marketing Study Analysis Course

Generative AI – 7 Lessons That Tate Taught Us

South State Correspondent

MAY 18, 2023

Tate ingests currently approved documents and provides natural language answers to our employees. Our current state is an intranet built on ServiceNow , allowing employees to search for various documents to answer questions. A banker’s job is attracting and managing customers, understanding risk, and pricing it appropriately.

US

US Training Examples Data

Why The Paper Deluge Doesn't End With Digitization

PYMNTS

SEPTEMBER 17, 2020

Physical documents introduce a trove of friction points for the enterprise. Whether that's a lack of security if a piece of paper falls into the wrong hands, or simply the pain of having to manually store a document or capture its data, paper is far from the most efficient way to do business. A (Digital) Document Deluge.

Compliance

Compliance Taxes Industry Data

Addressing the Need for Personalization in the Financial Services Industry

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Industry-specific workflows and built-in document tracking give you a complete solution using Salesforce Industries.

Industry

Industry Branding Customer Experience Marketing Automation

Kofax Adds New AI Features For Accounts Payable

PYMNTS

DECEMBER 3, 2020

Kofax's solutions, the release stated, help to boost the speed and ease of processing financial documents and data, including automation of time-consuming manual work and easy ways to connect financial systems. The new solutions will go further toward transforming AP processes with automation.

Resources

Resources Compliance Management Innovation

How to Choose a Hedge Provider as a Bank

South State Correspondent

AUGUST 21, 2022

We compared and contrasted the two strategies and sized the market for community banks. The first decision a community bank must make in choosing a hedging program is if they will subject their commercial customers to ISDA documents. Borrowers should hire legal counsel with specific derivative knowledge to review ISDA documents.

How To

How To Community Bank Community FDIC

SMB Day-To-Day Operations, Digitally

PYMNTS

FEBRUARY 1, 2017

In an interview with PYMNTS, Neopost SME Digital Solutions Director Erwan Kernevez said that pain points among smaller firms include the management of inventory spend and time spent dealing with manual processes. The stickiness of the paper process comes across two of the larger markets that Neopost has view of (the U.S. and the U.K.)

Operations

Operations Management Examples Technology

Examining industries: The importance of industry analysis for financial institutions

Abrigo

OCTOBER 10, 2023

How industry analysis can improve your credit risk management Understanding your customers' businesses leads to better loan pricing, structure, and risk management. Takeaway 2 Carefully considering a new customer's industry ensures it is a good fit for your risk appetite and helps better manage your customer relationship.

Analysis

Analysis Industry Risk Management Lending

Use Our ERC Assist Program to Raise Deposits

South State Correspondent

MARCH 21, 2023

Market Overview To give you a feel for the market, we present the following data from our experience. From the above figures, you can calculate your addressable market based on your PPP and small business customers. These professionals have tax knowledge, accounting expertise, and a proven track record.

Taxes

Taxes Community Bank Community Operations

Loan Admin 101 – Effective Loan Administration Crucial in Pandemic Era

Abrigo

NOVEMBER 9, 2020

A smooth, effective loan administration process is like the defensive line against unnecessary loan losses, given that it impacts operations from the time a loan is approved until it is off the bank or credit union’s books. Similarly, documents may be coming into the institution from many outside parties. stay informed.

System

System Lending Software Risk Management

Vector Teams With McLeod Software To Speed Up Transportation Billing

PYMNTS

JUNE 3, 2020

To speed up fleet and billing functions for truck drivers as well as back-office staffers, mobile capture and workflow technology company Vector has teamed with transportation management software firm McLeod Software , according to an announcement.

Software

Software Mobile Management Data

Top News In Payments: China Allows PayPal To Operate; Mastercard Outlines Blockchain Intentions

PYMNTS

OCTOBER 17, 2019

In today’s payments news, China has allowed PayPal to operate in the country with its purchase of a majority stake in GoPay. China has allowed PayPal to operate in the country with its purchase of a majority stake in GoPay. Also, Mastercard has outlined its intentions with blockchain following its high-profile Libra Association exit.

Operations

Operations blockchain Payments Apple

The Four Pillars of Smarter Bank Leadership

Gonzobanker

NOVEMBER 2, 2023

In the throes of managing balance sheets and loan portfolios and at the same time executing daily “run the bank” operations, bankers are faced with the need to continuously develop new customer experiences and scale enterprise capabilities. When business lines must continuously collaborate with marketing, I.T.,

Leadership

Leadership Industry Management Resources

Vlocity CPQ in a Nutshell

Perficient

OCTOBER 29, 2020

With Salesforce CRM, your marketing team was able to gather more and more customers. That’s why you need a solution that helps the sales team manage the sales process and close the deal faster. CPQ is a technical platform that you can use to manage products and simplify the sales process. Here comes CPQ. What is CPQ?

Management

Management Industry Customer Experience Examples

Food For Thought In (Edible) Supply Chain Management

PYMNTS

MARCH 8, 2018

In an interview with PYMNTS, Katy Jones, chief marketing officer of the company, agreed with the notion that, when it comes to food, supply chain management exists in an analog world in need of digital change, where visibility is limited. Compliance, of course, remains top of mind and urgent in practice.

Management

Management Compliance Technology Examples

Top 6 Trends for the Banking Industry in 2024

Perficient

FEBRUARY 29, 2024

Banking institutions are responding by integrating advanced technologies, particularly artificial intelligence and data analytics, into their lending operations to enhance efficiency and adaptability. The emergence of modern alternatives to traditional credit scoring signifies a broader movement toward financial inclusion.

Trends

Trends Industry Analytics Compliance

Bank Regulators Seeking Comments on the Use of AI and ML in the Industry

Perficient

APRIL 2, 2021

AI technologies, such as voice recognition and natural language processing (NLP), are being used to improve customer experience and to gain operational efficiencies. These technologies are also used to better target marketing in retail and customize trade recommendations in wealth management. Risk Management.

Regulation

Regulation Industry Risk Management Analysis

The top lending & credit risk blogs of the year

Abrigo

DECEMBER 22, 2023

Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. They’ve also focused on managing interest rate risk in a rising rate environment. Reduce operating cost while ensuring loan policy consistency.

Lending

Lending Risk Management Community Management

How Thrasio Turned Buying Amazon Third-Party Sellers Into A $1B Business

PYMNTS

AUGUST 5, 2020

“For us, the revolution starts with the market,” said Co-founder and CEO Joshua Silberstein. The market is fundamentally changing, and as the market changes, so do the sources of competitive advantage. We do a complete marketing overhaul,” Silberstein explained. “We company to reach profitable unicorn status.

America

America Marketing Operations Retail

Create and Maintain an Effective Loan Policy

Abrigo

MAY 2, 2022

Confident Risk Management Begins with Sound Loan Policy A risk-based approach to loan policy can effectively improve your institution's profitability. Takeaway 2 Designing, implementing, and managing your loan policy is a strategic team effort and should take risk into account. Starting Points. When and how to update your policy.

Policies

Policies Lending Regulation Examples

Market Volatility Gives B2C Sellers’ The Chance To Go B2B

PYMNTS

APRIL 1, 2020

While that hotel may be part of a larger chain with established television vendor relationships, a hotel manager must fix or replace those televisions immediately, or risk losing out on revenue through unoccupied rooms. In the example of hotel managers, it means accelerating the purchasing process.

Marketing

Marketing Retail Fraud Examples

How ServiceNow Financial Services Operations (FSO) is Revolutionizing the Financial Industry

Perficient

FEBRUARY 16, 2023

What is ServiceNow Financial Services Operations (FSO): Financial Services Operations (FSO) is an out-of-box offering by ServiceNow utilizing its existing platform custom-tailored to the use cases for Financial Institutions providing a comprehensive solution for managing operations end-to-end.

Operations

Operations Industry Compliance Management

Oracle Expands Supply Chain Cloud With Digital Assistant

PYMNTS

SEPTEMBER 19, 2019

Oracle is expanding its Supply Chain Management (SCM) Cloud solution with a range of new features, including integration into a business network and the addition of a digital assistant, the company said on Wednesday (Sept.

Management

Management Analytics Operations Technology

For Payments Firms, Trade Deal’s First Step In Long Journey Into China

PYMNTS

JANUARY 16, 2020

It’s telling, perhaps, that the very first section of the document itself focuses on intellectual property. Each country will “be able to operate openly and freely in the jurisdiction of the other Party without any force or pressure from the other Party to transfer their technology to persons of the other Party.”. Asset Management.

Payments

Payments social media Operations Examples

Subscription Business Models Lead B2B VC Funding

PYMNTS

SEPTEMBER 18, 2020

This week saw an impressive $324 million in combined funding for a range of B2B FinTechs and other solution providers, including alternative lenders looking to support small businesses as they manage working capital instability. Operating a platform that helps organizations manage their documents, eFileCabinet recently announced $11.5

San Jose

San Jose Capital Utah Operations

Go Where No Operations Department Has Gone Before – Instant Settlement

Benefits of Leveraging Technology for Document Preparation

Webinars

Trending Sources

Best practices for credit risk management in uncertain times

Webinars

How managed services bring flexible, scalable ‘Next-Gen efficiencies’

Model Risk Management: Regulatory Priorities and Best Practices

Preparing your financial institution to manage loan workouts, loan modifications

Credit administration department housekeeping: Practical steps for improvement

Leverage AI to Automate Invoice Processing using ServiceNow’s Low-Code Solution

Leverage AI and Automated Invoice Processing using ServiceNow’s Low-Code Solution

The Power of Generative AI for Financial Services

ALM 101: Introduction to Asset/Liability Management-Part 4: Liquidity Risk

Risk of Derivatives – The Fall of an Index

Can fintechs enhance your bank’s marketing campaign?

Bitcoin Daily: Signal Messaging App Testing Crypto Payments; Gemini Adds 20 Tokens To Exchange; SIA, WizKey Partner For Credit Market Based On Blockchain

Behind Sysco’s Spend Management Switch To Cards

Industries Document Generation

CRE loan distress: Spot the symptoms, diagnose, and treat problem loans

Uncovering the Hidden Efficiencies in Loan and Deposit Operations

Optimizing small business lending: Best practices and strategies

Cost Adjustments: Why Living in the 1990s Might Be Depressing Your Financial Institution’s Market Value Premium

Generative AI – 7 Lessons That Tate Taught Us

Why The Paper Deluge Doesn't End With Digitization

Addressing the Need for Personalization in the Financial Services Industry

Kofax Adds New AI Features For Accounts Payable

How to Choose a Hedge Provider as a Bank

SMB Day-To-Day Operations, Digitally

Examining industries: The importance of industry analysis for financial institutions

Use Our ERC Assist Program to Raise Deposits

Loan Admin 101 – Effective Loan Administration Crucial in Pandemic Era

Vector Teams With McLeod Software To Speed Up Transportation Billing

Top News In Payments: China Allows PayPal To Operate; Mastercard Outlines Blockchain Intentions

The Four Pillars of Smarter Bank Leadership

Vlocity CPQ in a Nutshell

Food For Thought In (Edible) Supply Chain Management

Top 6 Trends for the Banking Industry in 2024

Bank Regulators Seeking Comments on the Use of AI and ML in the Industry

The top lending & credit risk blogs of the year

How Thrasio Turned Buying Amazon Third-Party Sellers Into A $1B Business

Create and Maintain an Effective Loan Policy

Market Volatility Gives B2C Sellers’ The Chance To Go B2B

How ServiceNow Financial Services Operations (FSO) is Revolutionizing the Financial Industry

Oracle Expands Supply Chain Cloud With Digital Assistant

For Payments Firms, Trade Deal’s First Step In Long Journey Into China

Subscription Business Models Lead B2B VC Funding

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