Gonzobanker

NOVEMBER 9, 2022

New approaches to talent and technology are needed to address changes in the wealth management business model. Wealth management and trust clients are some of the most lasting and profitable relationships a bank can attract, but the banking industry is simply missing the opportunity to realize these businesses’ vast strategic potential.

Management 158

Management Community Bank Strategy Technology 158

Perficient

APRIL 3, 2024

Perficient insurance experts were interviewed for Forrester’s report, “ The Top Emerging Technologies In Insurance, 2024 ,” and discussed technologies expected to emerge in the insurance industry over the next five years, considering them now, and in the short-term, medium-term, and long-term future.

Technology 221

Technology Report social media Industry 221

PYMNTS

JUNE 23, 2017

Created in 2017, the API Standardization Industry Group has begun developing an application program interface (API) standardization “playbook” to help enhance support for payments and the business needs of financial institutions, companies, FinTechs and other industry stakeholders and participants. The question remains.

Meeting 187

Meeting Groups Industry Report 187

Bobsguide

JULY 21, 2022

• New appointments bring significant expertise from across the financial services industry to TS Imagine’s rapid growth. LONDON, 14 July 2022 – TS Imagine , a global leader in trading, portfolio, and risk management solutions for capital markets, announces the appointment of three new board members to support the firm’s rapid growth.

Leadership 88

Leadership New Jersey America Capital 88

PYMNTS

AUGUST 1, 2017

The food industry has seen its fair share of shakeups over the last few months thanks in large part to Amazon’s $13.7-billion Fast on the heels of the eCommerce giant is the rest of the food industry, including superstore Walmart. Jeff Evans will now be Walmart’s general merchandise manager for home products. Charles Redfield.

Leadership 100

Leadership Retail Industry Management 100

PYMNTS

JANUARY 22, 2021

B2B payments in the healthcare industry are undoubtedly complex, thanks to the intricacies of coordination between healthcare providers, suppliers and insurance firms. Not only are payments in the industry complex, but we deal with millions of payments a year," said Franco.

Industry 185

Industry Data Payments System 185

PYMNTS

MARCH 16, 2018

Australia’s Institute of Public Accountants (IPA) is urging its members to “future-proof” their businesses as the industry heads toward disruption. Further, industry trends have led the traditional accountant model to become “obsolete,” reports said, meaning accountants have to embrace the more strategic role of advisor. “The

Industry 133

Industry Leadership Strategy Survey 133

PYMNTS

MARCH 1, 2020

Managed by Q co-founder Dan Teran was in talks to buy his company back from WeWork — which the office-sharing firm acquired in April 2019 — but those talks have apparently fallen apart, Bloomberg reported on Friday (Feb. WeWork reportedly paid $220 million for Managed by Q last year. 28), citing sources familiar with the matter. .

Management 131

Management San Jose Leadership California 131

PYMNTS

SEPTEMBER 19, 2018

Corporate travel and expense management firm Certify said in a press release Tuesday (Sept. 18) that it is looking to compete with industry leader Concur through the acquisition of another market player. They have a strong and growing customer base, and a great reputation.”.

Management 143

Management Leadership America Security 143

Perficient

MAY 26, 2021

Perficient is excited to announce that Fintech Generations 2021 , a global fintech thought leadership event that takes place June 7-11, will feature Scott Albahary, chief strategist, financial services. Bridgit Chayt, SVP Director Commercial Payments & Treasury Management, Fifth Third Bank.

Fintech 462

Fintech North Carolina Charlotte Conference 462

PYMNTS

AUGUST 22, 2019

PSCU, one of the nation’s premier Credit Union Service Organizations (CUSO), has named two new account management executives, as part of what the company calls its continued commitment to delivering a best-in-class experience, according to a press release. She has been working in the financial services field for more than three decades.

Management 116

Management Regional Leadership Meeting 116

PYMNTS

SEPTEMBER 30, 2020

The company said Access Industries (through its Israeli vehicle Claltech), Workday Ventures and “all of our existing investors” participated in the round, according to the post. Global payroll company Papaya Global has landed $40 million in a Scale Venture Partners-led funding round, according to a blog post.

Management 130

Management Groups Leadership Software 130

PYMNTS

OCTOBER 11, 2019

But industry watchers say the writing is already on the wall, no matter what anyone says. We believe that together with current management, ModCloth has the ability to become a stronger player in the premium fashion market, nationally as well as internationally,” Go Global Retail Managing Director Jeff Streader said in a press release.

Leadership 100

Leadership Apple Branding Retail 100

PYMNTS

JULY 23, 2020

Open-source payments software producer Spreedly is growing its leadership team and has named new heads of human resources, technology and marketing, the company announced on Thursday (July 23). “As We are exceptionally well-positioned to grow our leadership in the payments orchestration market.”. Spreedly, based in Durham, N.C.,

North Carolina 163

North Carolina Leadership Resources Washington 163

PYMNTS

FEBRUARY 10, 2020

PSCU has appointed Denise Stevens as senior vice president and chief product officer, while Scott Young will head the product delivery leadership team as vice president of innovation, PSCU announced today (Feb. Stevens will oversee product delivery and management, as well as its innovation teams. Young will report to Stevens. “We

Innovation 210

Innovation Leadership Washington Cards 210

PYMNTS

APRIL 22, 2020

The program also sends out updates based on changes like lawsuits, liens, mergers, acquisitions, leadership and other changes that could affect the risk level. The program looks into business practices like financial viability, up-to-date trade payment behavior, overall business health and industry outlook.

Risk Management 140

Risk Management Management Leadership Analysis 140

CFPB Monitor

JANUARY 9, 2017

The CFPB announced that the following individuals are joining its senior leadership team: Leandra English is returning to the CFPB to serve as the Chief of Staff. English served as the principal deputy chief of staff at the Office of Personnel Management. Most recently, Ms.

Leadership 60

Leadership Policies Lending Management 60

Independent Banker

FEBRUARY 24, 2015

ICBA convention keynote speaker Carly Fiorina, a former Hewlett-Packard chief, shares her perspective on business innovation and leadership. Fiorina: When I first arrived at H-P, I thought the most important thing we should do together as a leadership team was to determine what our assets were and determine what our ambitions should be.

Leadership 70

Leadership Community Bank Community Industry 70

Abrigo

OCTOBER 11, 2014

More than 140 bankers and industry experts from over 30 states gathered in Nashville, Tennessee last month for the 3rd annual Risk Management Summit hosted by Sageworks. ” The 4th annual Risk Management Summit is planned for 2015, and announcements will be made when plans are finalized. Blog Bank Credit Union'

Risk Management 191

Risk Management Management Nashville Leadership 191

PYMNTS

JANUARY 10, 2019

“Ed is a proven leader with deep industry knowledge, and a strategist who is skilled at driving business growth,” said CAN Capital Executive Chairman Gary Johnson in a statement. ” CAN Capital has endured highs and lows throughout its years of operation.

Capital 134

Capital Leadership Customer Experience Lending 134

Insights on Business

OCTOBER 3, 2018

Advances in artificial intelligence (AI), blockchain, and cybersecurity are poised to transform the financial services industries. Today the IBM Z mainframe is used by 92 of the top 100 banks in the world because it supports the unique transaction processing, scalability, and reliability needs of the industry.

Industry 155

Industry Innovation blockchain Compliance 155

Perficient

MARCH 1, 2021

Today, Perficient colleagues are excited to welcome 25 new women to the tech industry as the first Perficient Bright Paths training program kicks off at an online pop-up campus in Detroit! BONUS: What Perficient Leadership Says About Driving STEM Education and Career Opportunities. Welcoming Women to the World of Technology.

Detroit 520

Detroit Training Community Metro 520

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.

Meeting 98

Meeting Management Millennials Industry 98

PYMNTS

OCTOBER 9, 2018

Pershing Square Capital Management, the activist hedge fund controlled by activist investor William Ackman, now has about a 1.1 percent stake in Starbucks. The Wall Street Journal noted Ackman said he thinks same-store sales have been positive on a consistent basis and that the market in the U.S.,

Capital 128

Capital Management Conference New York 128

American Banker

JULY 19, 2023

Under Jennifer Auerbach-Rodriguez's leadership, Merrill released a report, "Seeing the Unseen: The Role Gender Plays in Wealth Management."

Management 36

Management America Leadership Report 36

Jeff For Banks

JANUARY 5, 2015

With all of the scholarship on leadership, what could I add to the conversation? And if we reflect on the decline of our industry, an honest in-the-mirror assessment of bank leadership merits discussion. In 2004 I wrote an article for a banking industry association entitled Lead Like Lincoln. I have my ideas. I think not.

Leadership 60

Leadership Industry Training Groups 60

PYMNTS

NOVEMBER 1, 2020

Executives at MCI Capital , the biggest publicly traded private equity firm in Poland, are optimistic that a recent record-breaking initial public offering (IPO) in the eCommerce space bodes well for the industry, Bloomberg reported. The transaction was assessed a huge success by the industry at the time. Online retailer Allegro.eu

ATM 243

ATM Leadership Capital Online 243

Perficient

MAY 28, 2020

We work on a range of engagements that span different industries, locations, and business units,” explains Dana Blades , Senior Technical Consultant. “In Pega Leadership does a really good job supporting employee growth and is committed to understanding what each member of the team is looking for in career paths.

Leadership 467

Leadership Groups DC Management 467

Jeff For Banks

APRIL 15, 2012

He is a reservist, and had interesting perspectives on how the military operates versus private industry. In his "real life", he is a sales manager for a pharmaceutical company. One form of training I fondly recall from my Navy days was Navy Leadership Development school, or NAVLEAD.

Leadership 86

Leadership South Carolina Training Community 86

Perficient

SEPTEMBER 11, 2023

The FDIC’s DCP examination management team will inform financial institutions, during their initial pre-examination contact, of the application that will be used for their examination during the transition to BES. Bank executives and supporting third parties will be authenticated using a secure two-factor authentication process.

Compliance 221

Compliance FDIC Tools Leadership 221

PopularBank

SEPTEMBER 23, 2020

Joseph Culotta Brings More Than 18 Years of Leadership and Wealth Management Expertise to Popular Bank. NASDAQ: BPOP) and one of the nation’s premier banks, announced today the appointment of Joseph Culotta as Director of Wealth Management for Popular Investments. I look forward to being a part of this legacy.”. banks by assets.

Management 52

Management Leadership New York New Jersey 52

Perficient

NOVEMBER 9, 2020

With that being said, how can marketing automation benefit the healthcare industry? HIPAA compliance and industry leadership. For instance, we recently launched a managed care consortium’s first marketing automation campaign on Marketo Engage. Personalized conversations for superior results.

Marketing Automation 525

Marketing Automation Marketing Resources System 525

Independent Banker

AUGUST 31, 2022

In today’s intense regulatory landscape, compliance extends to every aspect of banking, so much so that no one person or team can be solely charged with managing a bank’s compliance requirements. Managing compliance is a role that community bankers take more seriously than any other segment of the financial services industry.

Compliance 177

Compliance Community Leadership Industry 177

Perficient

FEBRUARY 22, 2021

Throughout 2020, leading Industry analyst firms Forrester Research, Gartner and IDC have included Perficient in their reports. Perficient qualified for and delivered thought leadership that was featured in research of all types, with new and interesting reports unveiled in 2020, and evaluations that were refreshed from two years ago.

Report 309

Report Study Leadership Industry 309

American Banker

JUNE 16, 2020

The Maryland company said the additions, including a former bank CEO, will strengthen its “overall operational and strategic management.".

Leadership 35

Leadership Maryland Industry Operations 35

Bobsguide

MAY 18, 2022

CompatibL, a leading provider of risk management solutions and professional services for the financial industry, has been named the winner of the Best Risk Management Platform Award in the sixth annual FinTech Breakthrough Awards program for its innovative CompatibL Cloud Platform. About CompatibL Risk Cloud.

Fintech 147

Fintech Risk Management Analytics Software 147

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. Ultimately, senior management and the Board disagreed on strategy,” Diller said. Startups are moving into the travel industry, which is the fastest-growing segment in the tourism market.

Strategy 130

Strategy Leadership Seattle Branding 130