Perficient

FEBRUARY 17, 2021

Previously , I discussed the role of sales enablement in investment management. This blog analyzes how technology and the right team can improve your sales enablement program. Sales Enablement Technology. Let’s look at a few of the key criteria for a successful sales enablement program.

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Abrigo

MARCH 3, 2022

By leveraging their strengths in relationship lending and their access to technology in order to grow the small business loan portfolio profitably. CFIs are poised to regain the small business lending market Community Financial Institutions can leverage technology to improve customer experience and regain the small business lending market.

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PYMNTS

NOVEMBER 18, 2020

Artificial intelligence (AI) is transforming the food service sector by helping restaurants boost their sales as well as improve and automate systems that were once managed by staff. to provide its dispute management solutions to the latter’s security platform. Around The Mobile Order-Ahead World.

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Boston Fraud Marketing Mobile 186

Perficient

FEBRUARY 3, 2021

Forrester defines Salesforce consulting partners as: “Services providers that can help Salesforce customers successfully transform their business using Salesforce technology. Key services include strategy, design, consulting, implementation, training and enablement, change management, and support.”. Learn More About Perficient.

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Report Training Strategy Technology 507

CB Insights

DECEMBER 6, 2022

New technologies are reshaping nearly every industry — and decision-makers need an efficient way to sort through technologies to make better business decisions. FREE DOWNLOAD: BOOK OF MARKET MAPS. Discover 120+ technology markets changing financial services, healthcare, retail, industrials, and more.

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Marketing Industry Technology Retail 85

FICO

JANUARY 12, 2022

I recently sat down with Sidhartha Dash, Research Director at Chartis Research, for a conversation about the technology and trends in enterprise fraud management. Fraud and Financial Crime Technology Convergence. Should you centralize or converge fraud and financial crimes operations and technology?

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CB Insights

JANUARY 26, 2023

DOWNLOAD THE STATE OF FINTECH 2022 REPORT Get the latest data on global fintech investment trends, the unicorn club, sectors from banking to payments, and more. The post Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge appeared first on CB Insights Research.

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Technology Management Fintech Trends 63

PYMNTS

DECEMBER 9, 2020

Managing credit risk used to be a reactive process. Bank customers would fall behind on their payments, and their banks might react by imposing fees or having a case manager work with them to bring their accounts back up to speed. To learn more about how banks can build an effective AI adoption strategy, download the playbook.

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Perficient

JUNE 25, 2020

Perficient and Episerver partnered with IDC, a leading industry research organization to explore what successful digital experience management looks like in 2020 and beyond. Be sure to download the paper for the full report! Companies need to choose partners and technologies that can adapt across any channel.

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Abrigo

DECEMBER 22, 2023

download NOW Takeaway 1 The most popular blog posts on the Abrigo site reflect many of the priorities community banks and credit unions had in 2023. Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings.

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Lending Risk Management Community Management 221

Abrigo

OCTOBER 7, 2016

The benefits of utilizing e-commerce technology are readily apparent to us because they are personal: We find what we are looking for; we find it at a cheaper price; we can get it more quickly. Technology can also provide tangible benefits to a business, and in many cases, those benefits are financial. Reducing the IT burden.

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Perficient

AUGUST 11, 2020

Digital health technology has quickly proven itself powerful in a wide range of use cases: Triage – Critical care needs demand priority attention. As the new normal emerges, there will be a broader role for digital coordination and management in healthcare, encompassing more than just virtual visits.

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Perficient

JULY 29, 2020

Deaths and hospital admissions are well above normal levels, requiring emergency response measures to manage and care for thousands of patients. Digital health will play a major role in the way healthcare will be conducted and managed going forward. Leverage technology for “extra hands” support.

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Meeting Resources Technology Management 365

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.

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Analysis Industry Risk Management Lending 195

Perficient

DECEMBER 3, 2020

My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. It enables you to build deeper and more effective customer relationships.

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Perficient

FEBRUARY 10, 2021

PIM, as most of you readers might know, stands for product information management system. It is not just an application, but also an enabler of a perfect opportunity to connect the dots between people, process, and technology within a commerce business. However, B2B online sales are going to continue to increase in years to come.

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Abrigo

JUNE 28, 2017

Technology change can be overwhelming. It’s the same for accounting and advisory firms that know they should upgrade their technology for security reasons or to become more efficient or to accelerate growth. Tech Roadmap helps boil down the process of evaluating and choosing technology to help make it easier.

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Perficient

FEBRUARY 24, 2021

My previous blog analyzed how technology and the right team can improve your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Client Data Hub – Sales Intelligence.

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PYMNTS

SEPTEMBER 29, 2020

The pain points that accounts receivable (AR) teams most commonly experience can be boiled down to three underlying and related problems: continued reliance on manual AR management practices, and the resulting lack of speed and high operating costs associated with managing receivables.

Data 303

Data Innovation Survey Management 303

PYMNTS

OCTOBER 5, 2020

99 is owned by China-based Didi Chuxing Technology , Reuters reported. Livia Pozzi, operations manager for 99, said the partnership will "allow access to the service for a larger universe of people who will no longer need to download our app to order their rides," according to Reuters. Both companies are backed by SoftBank.

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Mobile Report Marketing System 243

CB Insights

AUGUST 4, 2022

New digital sensor tech is enabling building managers to optimize these systems in a manner that aligns with sustainability goals. Download The State of Venture Q2 2022 report. First name. Company name. Phone number. Want the full expert post? Become a CB Insights customer. If you’re already a customer, log in here.

Management 36

Management Technology System Report 36

PYMNTS

DECEMBER 13, 2018

As the corporate treasurer takes on a more strategic role in the enterprise, treasury and cash management technologies can often be stuck in the past, failing to keep up with financial execs’ needs. “You’re doing your own IT and data normalization,” he noted. In the U.S., ”

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FICO

JUNE 16, 2023

In case you didn’t get a chance to attend this year, here’s a recap of the top customer management experience themes and presentations. As technology continues to expand, so will the demand for emotional intelligence and emotional connection.

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Trends Management Customer Experience Resources 52

PYMNTS

DECEMBER 19, 2018

While quick-service restaurant (QSR) managers and customers might view the same menu, they might not always be on the same page when it comes to technology and innovation. Mobile app technology highlights the differences in attitudes between QSRs and customers. About The Restaurant Readiness Index.

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Innovation Management America Customer Experience 123

Perficient

OCTOBER 20, 2020

Investing in advanced supply chain automation and intelligent order management (OM) systems will not only improve how your organization fulfills against extreme demand but also serves your consumers more effectively in the end. Businesses Must Shift to Automated and Intelligent Technology. More Information and Resources.

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System How To Customer Experience Meeting 324

Perficient

JANUARY 31, 2022

As soon as its risk management system discovered the attack, it suspended withdrawals across the platform, reimbursed customers who were affected, and “revamped and migrated to a completely new 2FA infrastructure,” according to the company statement.

Security 294

Security Risk Management Knowledge Base Customer Experience 294

CB Insights

NOVEMBER 21, 2019

Download the CB Insights and PwC Canada MoneyTree report to see all the data. Finally, looking at Canadian “fintech” (financial technology) specifically, funding was up substantially in the first half of the year. The 2019 Canadian fintech market map. Navigating the Canadian fintech market map. Data is as of 10/8/2019.

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Fintech Marketing US Technology 93

PYMNTS

FEBRUARY 28, 2020

Aion also offers a personal concierge and an ETF asset management product. Aion will revolutionize the financial services market in Belgium,” said Daniel Zilberman, managing director and head of Europe at Warburg Pincus. The app will be available for download on Apple and Android devices.

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ATM Apple Online Management 198

Perficient

DECEMBER 8, 2020

So much so that 60% of financial services companies are implementing a personalization strategy, 70% expect to increase personalization budgets, over 70% will invest in personalization technology, and 70% are getting a positive ROI. As mentioned earlier, it’s all about the data and how it is managed and analyzed.

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Analytics Leadership social media Data 309

Perficient

MARCH 23, 2021

Challenges seen in the market include the mapping from the trading system(s) and the general ledger or subledger to perhaps a data warehouse used for regulatory reporting, into the mapping required for the actual regulatory report. 2052A Regulatory Calculations are available from Oracle FS Liquidity Risk Management.

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Report Tools Risk Management Data 294

CB Insights

NOVEMBER 16, 2022

Download the BUYERS GUIdE: GLOBAL EMPLOYMENT. Download the buyer’s guide to see our overview of this software category, including the key considerations, buyer thought processes, and the questions you should be asking. Buyers interviewed for this report include: Head of FP&A, technology company with $1B+ valuation.

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Management Software Groups Fintech 36

PYMNTS

MARCH 4, 2020

The value of the technology is evidenced by the vast number of APIs that businesses use and consume. The March B2B API Tracker ® explores how B2B APIs are improving services and what it takes to keep the technology safe from bad actors. For more on these and all the rest of the latest B2B API headlines, download the Tracker.

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Fraud Examples Security Management 242

Abrigo

APRIL 16, 2015

Marketing ? How about technology? Is your firm using technology to drive new valuation engagements? Many accounting firms view technology expenses as overhead – costs that chew up precious revenue dollars rather than bolster them. But other firms view technology as much more. Referrals ?

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Technology Referral Marketing Survey Michigan 150

Perficient

JULY 15, 2020

Marry in people, process and technology and you have Producers and Consumers with a great value add. This Digital Transformation approach will help enterprises looking to re-platform, helping various Line of Businesses embark on the journey for Self Service Analytics, Modern fully managed Data Platform services etc. Technology debt.

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Data Customer Experience Analytics Industry 497

Independent Banker

FEBRUARY 28, 2022

The question is whether financial institutions will feel the positive impact of the current indicators or if uncertainty and volatility in the mortgage market will prevail. Download Finastra’s white paper Developing leaders in mortgage lending – Navigating an uncertain market with strong leadership strategies. While the U.S.

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Leadership Strategy Lending Community Bank 91

CB Insights

JUNE 30, 2022

Tech solutions are not only helping insurers react to claims more quickly and accurately but also act more proactively in providing risk management services to their customers. Download the insurtech 50 list. First name. Company name. Phone number. Become a CB Insights customer. If you’re already a customer, log in here.

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Technology Risk Management Data Management 36