Abrigo

JULY 27, 2023

Takeaway 1 Regtech uses new technologies such as AI and machine learning to streamline processes that keep organizations compliant. Regulatory technology, or regtech, can improve the efficiency and effectiveness of functions in many workplaces, and banks and credit unions are no exception.

Technology 195

Technology Fraud Compliance Regulation 195

South State Correspondent

SEPTEMBER 20, 2022

Last week, the American Banking Association (ABA) held its annual Bank Marketing Conference in Denver, receiving rave reviews. The theme was – developing your marketing superpowers. Amid the brewery networking, superhero costumes, and fun, some fantastic bank marketing lessons were had, and not just for bank marketers.

Conference 195

Conference Marketing social media Data 195

PYMNTS

APRIL 22, 2016

The corporate treasurer at the multinational corporation is facing a particularly fierce global market today. But technology is changing the foreign exchange trading game, and market volatility may be the only sure thing in this space. The FX Market Has Changed. All of that impacts the FX market. Amid the U.S.

Marketing 100

Marketing Security Technology Management 100

Cisco

JUNE 7, 2022

The past 20 years have visibly demonstrated the impact large scale events have on market, credit, and operational risks in financial services. In between these events, a different crisis began in the US sub-prime lending market. In between these events, a different crisis began in the US sub-prime lending market.

Risk Management 118

Risk Management Management Cyber Security Handbook 118

PYMNTS

APRIL 6, 2018

That’s hardly the easiest or safest way to book a space for an event. As a result, Shah created a platform for booking and managing small meetings and events called Bizly, focused on large corporations, which allows users to book thousands of hotel, restaurant and hospitality spaces online. Level Playing Field.

Meeting 125

Meeting Google Cards Online 125

Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

Community Bank 129

Community Bank Community Marketing Data 129

PYMNTS

APRIL 21, 2020

In many ways, it was great news for small businesses, whose owners sought ways to obtain a loan in the same digital-native ways they sought financing as individuals, and needed more options as traditional lenders pulled back from the SMB market. Finding the right loan product is only part of the middle-market borrowing puzzle.

Marketing 140

Marketing Capital Lending Management 140

PYMNTS

APRIL 29, 2020

The trouble with black swan events is that no two of them look alike, so preparing for them is a dicey business. The unforeseen, global seismic events that touch every aspect of daily life tend to leave things forever changed. were still built on COBOL, so making the technological leap into the 21st century is no easy task.

Technology 142

Technology System Meeting Resources 142

Perficient

NOVEMBER 10, 2020

The first step in becoming a more agile finance organization requires transforming the people, processes, and technologies. OneStream is a driving force that enables financial transformation and helps organizations move to the next level of corporate performance management (CPM). We’d love to have you attend our live event.

How To 309

How To Analytics Report Analysis 309

PYMNTS

SEPTEMBER 19, 2019

Supply chain management has morphed into a strategic business initiative combining technological adoption, event forecasting and even politics: awareness of its complexities has never been higher thanks to threats of a trade war between the U.S. Technology to the Rescue — Maybe.

Technology 117

Technology Strategy Management Industry 117

Perficient

DECEMBER 8, 2020

Today, healthcare marketing and IT leaders are facing a series of big decisions: Do they keep their current legacy CRM decision-engine or opt to build an enterprise CRM that serves the entire organization? One-to-One Relationship Management. Just for review- CRM stands for Customer Relationship Management.

Marketing 332

Marketing Tools Marketing Automation Management 332

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

PYMNTS

AUGUST 1, 2018

As corporate treasurers grapple with the ever-increasing demands of their role in the enterprise, many of their new responsibilities involve complex management of finances, particularly when it comes to foreign exchange (FX) risk exposures — especially in today’s volatile times. Trade disputes involving the U.S.,

Management 101

Management Strategy Survey Marketing 101

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.

Trends 52

Trends Management Customer Experience Resources 52

Fintech Labs Insights

JUNE 22, 2023

Below is our curated list of the best global real estate technology and proptech events, conferences and tradeshows in 2023. For the most part, property technology event planners are organizing in-person gatherings, often with a virtual option. And prices tend to rise as the event draws closer.

Las Vegas 15

Las Vegas Technology Conference Miami 15

Perficient

SEPTEMBER 19, 2023

Following last year’s conference, Perficient Insurance Principal Brian Bell shared three key takeaways from the 2022 event: First, data and analytics investments still topped many insurers’ list of operational priorities. Disrupt to win in the increasingly competitive insurance market.

Conference 221

Conference Strategy Innovation Industry 221

Insights on Business

MARCH 12, 2019

During these discussions people often ask “How do other organizations manage this process? On the 23rd of May at 8 Fenchurch Place in London, IBM will be hosting the 2019 IBM Sales Performance Management Summit London where these questions and more will be answered. 2019 IBM Sales Performance Management Summit London.

Management 102

Management Leadership Analytics Community 102

Fintech Labs Insights

MAY 4, 2023

Below is our curated list of the best global real estate technology and proptech events, conferences and tradeshows in 2023. For the most part, property technology event planners are organizing in-person gatherings, often with a virtual option. And prices tend to rise as the event draws closer.

Las Vegas 15

Las Vegas Technology Conference Miami 15

Fintech Labs Insights

MAY 4, 2023

Below is our curated list of the best global real estate technology and proptech events, conferences and tradeshows in 2023. For the most part, property technology event planners are organizing in-person gatherings, often with a virtual option. And prices tend to rise as the event draws closer.

Las Vegas 15

Las Vegas Technology Conference Miami 15

PYMNTS

JUNE 30, 2016

But not every firm is prioritizing the use of technology that can provide more sophisticated financial forecasting. Treasury management technology firm Reval says Brexit makes it painfully clear that, for those businesses not conducting contingency and scenario planning, their financial situations are far less stable.

How To 100

How To Tools Resources Strategy 100

William Mills

MAY 17, 2018

The two-day, sold out event took place May 7-8, 2018 at Mercedes-Benz Stadium and welcomed 1,300 attendees (comprised of entrepreneurs, financial executives, venture firms and media). The technology is being used to help consumers manage their money without actively thinking about doing so.

Georgia 40

Georgia Technology Fintech Atlanta 40

Perficient

AUGUST 14, 2023

This approach leverages advanced technology, data analytics, and a culture of continuous learning to facilitate quick decision-making and improve business outcomes. To manage the complexity, multiple teams should leverage the same system, driving organized projects, while isolating testing tracks for mutually exclusive experiments.

Google 419

Google Tools Analytics Strategy 419

Insights on Business

JUNE 6, 2017

Jeffrey McMillan, chief analytics and data officer of Morgan Stanley answered this question Reinventing Financial Services , an event hosted by IBM and The Economist. Jeff believes that big data and artificial intelligence (AI) are two core technologies that are transforming financial services business models.

Technology 111

Technology Big Data Case Study Analytics 111

FICO

APRIL 6, 2023

This project highlights how FICO Xpress Optimization technology can be used in critical systems, impacting millions of people.” Its market clearing engine, which is the heart of the solution, computes the activated bids and demands and relies on FICO Xpress. You can read more about this story in the full media release.

Management 52

Management System social media Marketing 52

PYMNTS

DECEMBER 17, 2019

Such weak points can give cybercriminals opportunities to access open banking participants’ data and could lead to other large-scale fraud events that will drive consumers away from their banks. The Technology Gap That Fosters Fraudsters. The Technology Gap That Fosters Fraudsters.

Technology 142

Technology Fraud Data Security 142

PYMNTS

MAY 13, 2019

As technology reshapes the way buyers access goods and services, consumer expectations are moving targets, and merchants that hope to survive can’t afford to fall behind. From Reis & Irvy’s to Vengo , merchants and technology companies are reinventing the world of vending technology through smart devices.

Retail 177

Retail Marketing eBook Atlanta 177

Independent Banker

OCTOBER 31, 2021

From mailers and e-newsletters to social media posts and events, there are countless ways to spread the word about your community bank and its offerings. But it doesn’t matter how spectacular your marketing campaign is if it’s not reaching the right people—or anyone, for that matter. Take advantage of free analytics tools.

Marketing 91

Marketing social media Video Community 91

PYMNTS

JANUARY 29, 2020

Commercial cards continue to explore more use cases to optimize spend for businesses, from accounts payable (AP) to employee travel and expense management. This week’s look at the latest in commercial card innovation explores some of those use cases, including small business (SMB) travel and event planning.

Cards 141

Cards Industry Management Tools 141

South State Correspondent

OCTOBER 26, 2023

As can be seen, the conference largely revolved around payments, artificial intelligence, fintech partnerships/management, regulation, and fraud/identity in its various forms. Money 20/20 cocktail parties started at noon, and events from sponsored race car driving to helicopter tours were common. Maybe a topic for next year?

Conference 221

Conference Las Vegas Fraud Case Study 221

PopularBank

FEBRUARY 19, 2021

As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021. Our Wealth Management team is here to help. Relationships will continue to be key.

Meeting 98

Meeting Management Millennials Industry 98

PYMNTS

AUGUST 17, 2018

Human services technology provider DATIS HR Cloud has announced in a press release a partnership with Relias to provide a more holistic workforce management experience for healthcare organizations. The event will take place Oct.

Management 100

Management Raleigh User Experience National 100

FICO

MAY 18, 2023

The fraud prevention solution is based on FICO® Falcon® Fraud Manager and FICO® Customer Communication Services (CCS). Dock began implementing Falcon Fraud Manager in 2019 and added CCS in 2020. Currently, Dock has 250 clients that use FICO technologies to fight fraud. FICO® Falcon® Fraud Manager which protects more than 2.6

Fraud 52

Fraud Technology social media Innovation 52

PYMNTS

DECEMBER 30, 2020

Many enjoyed huge first-day price pops, heating up the IPO market even more — and 2021 seems poised to only continue the fireworks. Popular stock-trading app Robinhood Markets reportedly recently hired Goldman Sachs to lead a possible 2021 IPO that would value the company at more than $20 billion. Then shares soared 85.8

Marketing 198

Marketing Company Online Management 198

CB Insights

NOVEMBER 21, 2019

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. Startups headquartered in Ontario dominate the table, with over 40 fintech companies from this market map headquartered in the Greater Toronto Area.

Fintech 93

Fintech Marketing US Technology 93

Perficient

MARCH 15, 2021

As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.”. So what’s a modern, data-driven marketer to do? This is a tough one. HIPAA is serious.

Data 493

Data Marketing Community System 493

PYMNTS

OCTOBER 17, 2016

Technology has the power to help a business rise up from the competition. Small businesses, too, have an appetite for technology. This week, in our B2B Data Digest, PYMNTS examines how technology is both making life easier and harder for small business owners throughout the globe. 78% of U.S.

Technology 100

Technology Analytics Survey Data 100

Perficient

JUNE 11, 2020

While the presented earlier is merely an example, it is based on real PV practices of a few forward-looking marketing authorization holders. A holistic pharmacovigilance system is not just adverse event cases entered into a database and endless line listings spit out for analysis. Fit-for-Purpose Pharmacovigilance Analytics.

Analytics 309

Analytics Risk Management System Analysis 309