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Customer Data Management Challenges in Financial Services

Perficient

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Previously, I discussed personalization’s future in financial services.

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Virtual Cards Help Companies Manage Spend In Real Time

PYMNTS

Most are encouraging employees to work from home while also moving their back-office operations online, and payments operations are no exception. For more on these and other news items from this space, download this month’s playbook. RLJ Financial On Managing B2B Spend With Virtual Cards.

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Announcing Perficient’s Forrester Consulting-Commissioned Study: Get Supply Chain Right!

Perficient

This commissioned Forrester Consulting study includes the results from a survey of more than 200 supply chain professionals to gain insights on how intelligent order management and automated supply chains are being utilized throughout US companies. Download the study today. Curious About Our Findings?

Study 348
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New Report: SMS-Based Outreach Helps Merchants Authenticate Consumers, Boost Online Sales

PYMNTS

Businesses and financial institutions (FIs) are constantly examining ways to make their customers’ accounts more secure, especially as more consumers go online to make purchases and transact during the ongoing COVID-19 pandemic. For more on these and other onboarding items, download this month’s Tracker. . About The Tracker.

Online 272
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APIs, Data Analytics Bring Cash Flow Control To The Back Office

PYMNTS

Such silos prevent treasurers from comprehensively analyzing and gaining insights into companies’ cash flows and expenditures, hindering organizations from operating efficiently and reacting to customers’ needs in an agile manner. Each company’s risk management approach must therefore be tailored to its specific business needs.

Analytics 319
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Managing Spend In A Sector Where Unplanned Expenses Are The Norm Issues

PYMNTS

The solution uses automated technology to categorize and codify relevant data from these documents in real time, thereby trimming the time employees and expense managers need to sort through them. To learn more about these and other recent headlines, download the Playbook and read its News and Trends section. About The Playbook.

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The math behind small business lending: Problems & possibilities for banks & credit unions

Abrigo

DOWNLOAD Takeaway 1 Financing plays a crucial role in small business survival and success. At the same time, 59% pursued credit to meet operating expenses. Online fintech lenders and merchant cash advance providers are also making up ground. You might also like this guide for smarter, faster small business lending.

Lending 243