Perficient

SEPTEMBER 18, 2020

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. Curious About Our Findings? Curious About Our Findings?

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Abrigo

OCTOBER 10, 2023

Last year's 2022 Loan Review Survey by Abrigo found these four common challenges in effective loan review. Learn what other banks are doing to manage. Permanently remote Collaboration: Maximizing remote work The 2022 Loan Review Survey found that approximately 78% of loan review staff work remotely, either partially or entirely.

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Abrigo

OCTOBER 10, 2023

Last year's 2022 Loan Review Survey by Abrigo found these four common challenges in effective loan review. Learn what other banks are doing to manage. Permanently remote Collaboration: Maximizing remote work The 2022 Loan Review Survey found that approximately 78% of loan review staff work remotely, either partially or entirely.

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Independent Banker

FEBRUARY 28, 2022

These community bankers share how they collect positive reviews, and how to respond to negative ones. Your digital footprint outside of your own properties is increasingly how decisions are made,” says Rob Birgfeld, executive vice president and chief marketing officer for ICBA. How to respond to negative reviews.

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FICO

APRIL 26, 2023

Home Blog FICO Survey: Do Customers Think Banks Are Fair to Scam Victims? According to the 2023 FICO Global Scams Survey , 51% of consumers worldwide believe their friends or family members have been victims of similar scams. More than 10% of these reports involved losses, which totaled A$96 million.

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Realwired Appraisal Management Blog

JULY 5, 2023

More than 50% of chief appraisers, reviewers and commercial appraisers from my informal survey thought report quality declined in the past 10 years. They say appraising is an art. But just like art, there’s amazing work and “meh” work. Some appraisers rely on external reviewers to fix their art. Houston, we have a problem.

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Perficient

APRIL 11, 2023

In our experience, the control environment and the identification and evaluation of risks are often non-IT risks and are usually documented best via a series of facilitated workshops run by risk management professionals and involving professionals from the front, back, and middle offices.

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Risk Management Tools Exercises United States 275

FICO

APRIL 20, 2023

According to FICO’s latest survey of consumers from 14 countries around the globe, 90% of all consumers have sent a real-time payment, and at least 95% of consumers have used real-time payments in India , Indonesia , the Philippines , and Brazil. Throughout the countries we surveyed, RTP usage shows no signs of slowing.

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BankInovation

JANUARY 26, 2023

In fact, according to a recent intelliflo survey, conducted by The Harris Poll, less than […] This economic uncertainty, coupled with lingering financial impacts from the pandemic and rising inflation, have made many uneasy about their financial fitness.

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FICO

DECEMBER 5, 2022

Top 5 Surprises from FICO’s Fraud and Digital Banking Survey. Our survey found that good fraud protection is paramount for customers - even though they themselves may exaggerate income or claims. Here are the top 5 surprises from that survey, along with tips for FIs on how to address or capitalize on them. FICO Admin.

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Abrigo

NOVEMBER 11, 2019

ALM | 4 minute read Key Takeaways Many financial institutions view asset/liability management as a "check-the-box" regulatory exercise. An extreme focus on using ALM to manage the risk of rising rates means some FIs overlook using ALM to grow earnings and capital, putting them at risk of underperformance. ALM seen as checking the box.

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Abrigo

DECEMBER 14, 2023

You might also like this on-demand webinar, "Strategic plan: How to develop and monitor at your financial institution." Start with a survey and pre-planning meetings. Learn how to tap your data to generate management insights. These steps can help get you there. Explore Abrigo Connect. Where are you now?

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Lending Risk Management Meeting Survey 221

Abrigo

JUNE 21, 2017

About 1 in every 3 family firms has no succession plan at all, and fewer than 1 in every 4 has a plan that is actually in writing and has been communicated to the firm’s key stakeholders, according to a recent survey of private companies by PwC. Many brokers expect deal flow to increase in the coming months, based on the Pepperdine survey.

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Abrigo

NOVEMBER 15, 2016

Many accounting firms are offering estate planning or wealth management services, but ironically, a lot of CPAs aren’t necessarily ready for their own retirement. Eight in 10 expect succession planning to be a significant issue for their firms over the next decade, said the survey , “CPA Firm Succession Management: Multi-Owner Survey Report.”

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PYMNTS

MARCH 22, 2017

Freshbooks VP of Strategy Matthew Baker highlighted these findings in a chat with PYMNTS to weave through the research and sound off on some of the survey results that most caught his attention. It’s a large responsibility, but as Freshbooks’ survey found, many small business owners are learning how to operate with a trial-and-error mindset.

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Survey Lending Resources Report 102

Abrigo

DECEMBER 22, 2023

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

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Lending Risk Management Community Management 221

Abrigo

NOVEMBER 12, 2023

Support credit risk management Understanding loan covenants, when financial institutions should use them, and how to monitor them supports strong lending portfolios and credit risk management best practices. They also give the lender tools to monitor and manage the situation.

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Risk Management Lending Policies Management 221

PYMNTS

JUNE 13, 2016

This week’s Data Digest goes out to all of the managers out there. Whether you’re part of the C-suite or an entrepreneur leading your own business, managers keep the business running. and European counterparts when it comes to integrating sophisticated procurement managements systems.

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Independent Banker

MARCH 31, 2022

The CEO, CFO, chief lender, chief compliance officer, operation lead, head tellers, branch managers and HR manager of the $330 million-asset community bank participated. Source: 2020 ICBA Core Processor Survey. In the end, nearly one-third of employees played an active role in even the most preliminary of talks. Quick Stat.

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FICO

JUNE 4, 2020

As I discussed in my last post, the convergence of fraud and financial crime management is finally reaching a tipping point. Recently, Julie Conroy , Fraud and Financial Crime Research Director at Aite Group , shared in a webinar that 45% of North American institutions recently surveyed were focused on converging technology.

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Independent Banker

AUGUST 31, 2021

In fact, one in five community banks had deployed APIs before 2020 and another quarter planned to do so this year, a 2020 Cornerstone Advisors survey found. Community banks at their heart are really relationship managers; they know their customers better than anyone. The customer drives everything,” Laverdure says.

Trends 91

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Abrigo

OCTOBER 18, 2016

The following is an excerpt from the Sageworks whitepaper "How to Improve Financial Presentations to Clients". Numbers are the starting point for most business decisions, whether it be seeking a bank loan to start or expand a business, obtaining board approval for a new project or clearing a new hire with a manager.

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Abrigo

DECEMBER 7, 2021

Takeaway 2 In an Abrigo survey, nearly 2 out of 3 FIs said at least some of the loan review process is performed in-house. How to organize the loan review function. In a recent Abrigo survey , nearly two out of three financial institutions surveyed said that their institution performed at least some of the loan review process in-house.

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Risk Management Lending Survey Report 195

PYMNTS

NOVEMBER 13, 2017

When it comes to payment methods and moving money between parties, knowing how to handle transfers in the most efficient way possible can make or break a transaction and mean the difference between a solid buyer-seller relationship or the end of one. Today in PYMNTS’ data, U.K. Here are the numbers: $179.5

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Abrigo

AUGUST 4, 2021

Survey: Top Challenges and Trends for BSA/AML Professionals Abrigo's 2021 FinCrime survey benchmarks obstacles and trends for BSA/AML and fraud professionals. Want to see more results from the 2021 FinCrime Survey? See the full 2021 FinCrime Survey Results. Register for the webinar: Register Now. Learn More.

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PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. This means that in the SMB FinServ space, there is a significant market opportunity to target the accountant.

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Perficient

FEBRUARY 19, 2021

How To Increase Team Engagement. Gartner customer experience research shows the value of team engagement: Two-thirds of the drivers of customer satisfaction are due to “feel factors,” or how customers feel during and about their experience. Management is more quantitative, while leadership is more qualitative.

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Abrigo

DECEMBER 1, 2021

How to make loan review more effective When it comes to loan review, there are three key areas to help ensure a more effective process. Takeaway 2 It's imperative that FI senior management demonstrate commitment to a robust loan review program. . Learn how to analyze and approve loans more quickly. Get more information.

Risk Management 195

Risk Management Lending Policies Management 195

Abrigo

JANUARY 20, 2015

Experts have been saying for years that accounting firms’ clients in the future will seek less help related to compliance and more advisory help managing their business. Taking either of these approaches, however, could mean you are overlooking a valuable source of new revenue under your nose: Cross-selling services to existing clients.

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PYMNTS

JUNE 30, 2017

million user mark — not just a sign of corporate growth, the company said, but also an indication of how small businesses are adopting the cloud and other digital solutions. Sanjeev Kriplani, SVP Marketing and Product Management at Bill.com, likened this to “QuickBooks Online — plus paper.”.

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PYMNTS

OCTOBER 1, 2018

” Small businesses have greater volumes of transactions and more complex financial management needs than the average consumer, he noted. The flexible functionality of AI also presents opportunities for clients, said Sosna, who noted that cash flow management services are the most popular features of the platform for SMBs.

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PYMNTS

JANUARY 27, 2021

The friction inherent in the basic operations of many healthcare services — from complex payment processing methods to inconsistent appointment management practices — became more salient against the backdrop of the pandemic.

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Payments Data Survey Report 263

PYMNTS

JUNE 1, 2020

We’re not known for being a nation of expert money managers. GoBankingRates offered up a six-question money quiz a bit back to the public to let consumers test their inherent knowledge of financial literacy and only about 3 percent of respondents managed to pass. Our late March survey showed that 45.4 percent had none.

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Survey Management Study How To 173

Perficient

DECEMBER 3, 2020

Polls and surveys and checklists… Oh my! Gathering info and keeping track of things has never been easier with the new app templates for polls , surveys , and checklists in Teams! You can learn how to create and send polls here. Once pinned the message will be shown in the channel information pane for all members to see.

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Abrigo

SEPTEMBER 2, 2020

Key Takeaways With more customers leveraging channels like online and mobile banking, community financial institutions are trying to solve how to maintain their hallmark community focus in an increasingly digital world. These findings are true among all generations surveyed. How CFIs Can Remain Relationship-Focused in a Digital World.

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Insights on Business

MAY 31, 2019

The Seven Deadly Sins of SPM distills the experiences of IBM specialists who help firms around the world identify and remedy the causes that lie behind underperforming sales performance management (SPM) systems. Lackluster reporting: How to support the finance function. Unprotected SPM investments: Don’t forget about IT support.

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FICO

JUNE 23, 2022

The Role of Data in Managing Fraud and Financial Crime Today. Here are the highlights from the fraud management data discussion I had at FICO World 2022 with Julie Conroy, Head of Risk Insights and Advisory at Aite-Novarica Group. Tue, 07/02/2019 - 02:45. by TJ Horan. expand_less Back To Top. Thu, 06/23/2022 - 12:40.

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Fraud Management Data Compliance 52