Perficient

DECEMBER 14, 2023

With the onset of digital technologies, the transformation of manual tasks into automated processes is a game changer. One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. One such transformative solution is Automated Invoice Processing. What is Automated Invoice Processing?

Training 221

Training Strategy Exercises Data 221

Perficient

DECEMBER 14, 2023

With the onset of digital technologies, the transformation of manual tasks into automated processes is a game changer. One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. One such transformative solution is Automated Invoice Processing. What is Automated Invoice Processing?

Training 221

Training Strategy Exercises Data 221

Gonzobanker

JANUARY 4, 2023

Back in the day, when I was the CIO of a bank, we had a Technology Plan. It was a single document that had every aspect of the bank’s technology goals for the year – hardware, software, vendors, projects (all led by information technology, or IT, by the way) – the entire bank IT budget. digital banking).

Technology 78

Technology System Software Groups 78

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. Customize documentation : Avoid a one-size-fits-all approach to documentation when it comes to the underwriting process. Get details in "A guide to implementing credit policy."

Training 195

Training Risk Management Analysis Policies 195

Perficient

MARCH 30, 2023

In this blog, we wanted to share a practical solution that blockchain technology can offer financial services institutions – the ability to provide instant settlement and optimize collateral on demand. Current market issues related to settlements and risks with margin were highlighted in January 2021 with the short squeeze of Gamestop stock.

Operations 275

Operations blockchain Capital Security 275

PYMNTS

FEBRUARY 15, 2019

“ CloudTrade ‘s patent-protected software uses unique, rules-based technology, with backward tracking search, to interpret, validate and extrapolate semantic meaning from complex documents, of any type,” explained CloudTrade Logistics Vice President Roger Hatfield in a statement. In an announcement on Thursday (Feb.

Marketing 151

Marketing Taxes Data Analytics 151

Perficient

AUGUST 14, 2023

Document all actions taken in Google Optimize. Documentation Checklist should include: A/B testing results Personalization campaigns Goals and Metrics setup Google Analytics audience setup Development workflows and troubleshooting documentation 2. As your business scales, so should your experimentation maturity.

Google 419

Google Tools Analytics Strategy 419

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? How to generate documents?

Industry 346

Industry Data Management Meeting 346

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 136

Fintech Marketing Community Bank Community 136

Abrigo

SEPTEMBER 26, 2017

A major concern surrounding technology expenditures is whether the investments will generate a return for the accounting practice. However, identifying the return on investment begins with ascertaining which everyday challenges can be addressed with technology. The end result?

Technology 150

Technology eBook Taxes Meeting 150

PYMNTS

APRIL 10, 2020

There are several complexities associated with reviewing and settling claims, given the nature of the insurance industry, which requires stringent customer authentication and documentation. v , said in a recent interview with PYMNTS. Mobile Insurance Disbursement Challenges.

Mobile 198

Mobile Technology social media Customer Experience 198

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 157

Compliance Taxes Industry Data 157

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 132

Management Cards Tools Software 132

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 195

Analysis Industry Risk Management Lending 195

South State Correspondent

MARCH 7, 2024

Microsoft’s Office 365 CoPilot, the integration of the Microsoft version of OpenAI’s Chat GPT into the Office suite, represents the fastest, and likely safest way, to integrate the latest technology within your bank. However, the technology is not without its risks.

Training 195

Training Data Tools Technology 195

Perficient

NOVEMBER 24, 2020

The New Wave report differs from Forrester’s traditional Forrester Wave report in the way that it only assesses emerging technologies (such as computer vision). According to the report, “Perficient is proficient at AI strategy development and document automation.”.

Report 362

Report Strategy System Technology 362

Perficient

SEPTEMBER 29, 2020

The Forrester Wave report identifies Perficient as one of “13 providers that matter most…” Says the report, “Reference clients praised the firm’s ‘proficiency in all aspects of the technology stack.'” The report examines implementation service providers for their work with DPA technologies.

Report 340

Report Analysis Strategy Technology 340

Gonzobanker

FEBRUARY 22, 2024

The right talent and tools can equip bankers to take advantage of opportunities in the small business market. As bankers continue to fight the deposit wars, they must move past the polite talk and build a true go-to-market plan to capture the lucrative U.S. No two markets are created equal.

Lending 78

Lending Community Bank Community Strategy 78

PYMNTS

OCTOBER 30, 2020

Digitizing documents is key to optimizing workflows, but when it comes to the procure-to-pay space, not all digital invoices and purchase orders are created equal. The result is a lot of paper and PDF documents, which creates a slew of challenges for the procure-to-pay workflow. What It Means to Be Digital. The Opportunity in Data.

Fraud 277

Fraud Data Google System 277

CFPB Monitor

AUGUST 20, 2020

Fannie Mae Lender Letter (LL-2020-12) states that “[i]n light of market and economic uncertainty resulting in higher risk and costs incurred by Fannie Mae, we are implementing a new [LLPA].” Of particular interest will be how a lender elects to implement the LLPA.

Marketing 148

Marketing Risk Management Examples Policies 148

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? The connection between technology and consumers in financial services has never been more relevant.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

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. You might also like this resource, Abrigo's "2022 Loan Review Benchmark Survey Results."

Lending 221

Lending Risk Management Community Management 221

PYMNTS

JUNE 11, 2020

Now that businesses have gotten a taste of what it means to automate workflows like invoicing, accounts receivable (AR) and cash management, they’re likely never turning back. That means not only digitizing invoices, but actually integrating payment capabilities on that electronic document, or within the company website itself.

Management 150

Management Payments Strategy Capital 150

Abrigo

MAY 24, 2016

Did you know that many of the daily maintenance and management activities in your firm can be handled more effectively with technology? Sageworks recently hosted a webinar to review some of the technologies that can help accounting and valuation firms tackle everyday challenges, and the replay is available here.

Technology 150

Technology social media Software Leadership 150

PYMNTS

MARCH 8, 2018

And as far as supply chains go, we’ll venture to say it could benefit from a technology upgrade. One firm, FoodLogiQ , a software as a service (SaaS) provider, seeks to boost transparency in the food supply chain, offering technology that improves traceability from end to end, with focus on compliance.

Management 101

Management Compliance Technology Examples 101

PYMNTS

JANUARY 26, 2021

marked its third anniversary of adopting its open banking framework, making it the leading market to drive the concept of unlocking customers’ bank account data for integration with third-party solution providers. to bring its blockchain-powered corporate trade financing technology into the entity. Last week, the U.K.

blockchain 355

blockchain Data Fintech Technology 355

South State Correspondent

JULY 12, 2023

” The State of Faster Payments The RTP network currently has approximately 351 participating banks, 23 technology providers, and a handful of correspondent banks that can facilitate payments and settlement. Machine learning financial management tools become more meaningful with increased payment data contained in the messages.

Payments 370

Payments Management Fraud Data 370

Abrigo

FEBRUARY 23, 2023

Relationship focus helps CFIs Small banks can leapfrog competitors and better serve their communities by combining their unique advantages with smart management and partnerships. Takeaway 3 With effective technology, the bank can continue to grow its portfolio without necessarily adding staff.

Community Bank 195

Community Bank Kansas City Community Lending 195

Abrigo

OCTOBER 4, 2017

Marr’s views echo those of other accounting and advisory thought leaders who recommend using technology solutions to handle routine tasks in order to free up time for helping business owners solve more complex, big-picture challenges.

Technology 150

Technology eBook Analytics Big Data 150

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 130

Software Mobile Management Data 130

PYMNTS

FEBRUARY 16, 2018

Amid the talk of filling in the small business (SMB) financing gap banks have left since the financial crisis, the rush of FinTechs, alternative and marketplace lenders coming to market may have left another business segment behind: the middle market, particularly the lower middle market.

Lending 101

Lending Marketing Analytics Capital 101

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 309

Regulation Industry Risk Management Analysis 309

PYMNTS

JUNE 23, 2017

’s AimBrain deploys biometric authentication technology to combat fraud for FinTechs and financial institutions. The Series A investment was announced alongside the news that Accel’s Sonali de Rycher will also join the company’s board, and the funding will help Soldo expand beyond its key markets in the U.K.

Fintech 171

Fintech Marketing New York City Capital 171

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 247

Management Industry Customer Experience Examples 247

South State Correspondent

MARCH 21, 2023

ERC Assist provides clients with a technology platform that showcases bank innovation and demonstrates the bank is forward-thinking. This expertise, combined with the technology platform and your bank’s brand, will provide a formidable position in the marketplace. ERC Assist also serves to differentiate your bank from competitors.

Taxes 195

Taxes Community Bank Community Operations 195

PYMNTS

AUGUST 3, 2020

managing director at Melissa , told PYMNTS in a recent conversation. And what we’ve got our minds on now is very much what else we can bring to the market that would provide an advantage to our customers.”. It’s called ‘semantic technology,’ or ‘semtech.’”. Three Ways To Verify Identity .

Fraud 225

Fraud Online Data Tools 225

PYMNTS

DECEMBER 10, 2020

the ability to send secure funds to 12 countries in Africa for a reduced fee, while Volante Technologies Inc. is accelerating market convergence for the Santiago Exchange. Volante Technologies Accelerates Market Convergence For Santiago Exchange. Volante Technologies Inc., Canada, Europe and U.K.

Payments 178

Payments Google Technology Taxes 178