Perficient

NOVEMBER 27, 2023

In the dynamic environment of highly regulated industries like healthcare and financial services, leaders often balance competing goals to delight customers while cutting costs. Diagnosing and Correcting Process Failures Despite the billions spent yearly to digitize processes, companies often are not operating at their maximum potential.

Industry 221

Industry Regulation Compliance Data 221

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Abrigo

OCTOBER 17, 2023

Why change management is vital for banks and credit unions Regulators promote change management to manage risk, but banks and credit unions can also achieve important benefits when they manage change. This article describes recent comments by financial regulators about managing change.

Management 195

Management Lending Risk Management Strategy 195

Perficient

FEBRUARY 2, 2023

Across industries, consumers are communicating the same demands; they see the thing, they want the thing, and they want it in their hands within hours, if possible. All of Instagram’s shopping features allow users to add items from multiple vendors into an Instagram-operated cart.

Industry 471

Industry Trends social media Payments 471

South State Correspondent

JANUARY 10, 2024

Banks often don’t know who their most profitable customers are, and if they do, they ignore the basics of targeting those customers and prospects with marketing, sales, and product management. We covered industries that banks should target HERE for that reason. The same goes for higher-growth, well-managed companies.

Management 195

Management Examples Marketing Millennials 195

PYMNTS

OCTOBER 11, 2020

New York private equity firm GenNx360 Capital Partners has acquired B2B Industrial and the assets of AMW Packaging Supply , which will give the company a boost in the industrial packaging space, according to a press release. B2B Industrial is based in Illinois, while AMW is based in Arizona.

Industry 181

Industry Arizona Phoenix Illinois 181

Perficient

DECEMBER 18, 2023

In the fast-paced realm of finance, the significance of regulatory risk and compliance management practices cannot be overstated. Legal Obligations and Regulatory Frameworks It is well-known that financial institutions operate within a complex web of laws and regulations. This ensures a seamless and compliant global operation.

Regulation 473

Regulation Compliance Exercises Guidelines 473

Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

Perficient

NOVEMBER 8, 2021

I touch a variety of sub-industries, including retail banking, commercial banking, and payments. How do you think it will change the way financial services organizations operate? I also think a lot about wealth management. MM: Paint a picture for me. What do you do for Perficient? MM: Let’s go back to crypto.

Industry 539

Industry cryptocurrency New Mexico Los Angeles 539

Cisco

MARCH 29, 2022

It’s evident that digital investments made prior to 2020 helped many financial institutions respond quickly to a rapidly changing operational environment. Instead, the most useful insight is likely the remarkable agility demonstrated by the industry and how it changed executives’ perspectives of prior and future transformation strategies.

Operations 138

Operations Analytics Tools Resources 138

PYMNTS

JANUARY 8, 2021

Whether it was helping small businesses get their PPP payments or convert to eCommerce, getting cash in the hands of workers delivering food, or accommodating digitized mortgage closing and escrow activity, the coronavirus has foisted a lot of change on the financial services industry in a short amount of time. “A RTP Outlook.

Operations 349

Operations Payments Industry Management 349

CB Insights

JULY 20, 2021

ServiceMax , an asset-focused field service management software, has acquired LiquidFrameworks , an operation management solution, at a valuation of $145M. LiquidFrameworks: Texas-based LiquidFrameworks is a mobile field operations management solutions provider for the energy, industrial, and environmental services industries.

Management 68

Management Operations Company Texas 68

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. This quickly metastasized into significant global credit risk for large institutions and became the biggest existential threat to the industry in more than a century.

Risk Management 118

Risk Management Management Cyber Security Handbook 118

PYMNTS

JANUARY 26, 2021

Add “lobby and visitor management” to the list of tech industries that have seen a spike in demand as companies contend with an ever-changing list of COVID-19-era requirements needed to safely and swiftly move people and packages in and out of their businesses. So we're seeing a major uptick in business now.”. Beyond The Front Door. “If

Management 291

Management Company US Compliance 291

PYMNTS

NOVEMBER 19, 2020

Afresh Technologies has raised $13 million in a Series A extension round to expand its fresh food management technology that helps grocers reduce food waste. The San Francisco-based startup also is welcoming food industry veteran James McCann to its board.

Technology 244

Technology Management San Francisco Retail 244

Jeff For Banks

AUGUST 14, 2022

In 2012 the Obama administration launched "Operation Choke Point" ("OCP") which was designed to ensure banks considered the risk of banking payday lenders that were engaged in abusive practices. What were disfavored industries? And the current president has his/her own industries he/she disfavors. OPC formally ended in 2017.

Operations 78

Operations Lending FDIC Industry 78

PYMNTS

NOVEMBER 13, 2020

Managing inventory, B2B payments and a plethora of food and beverage vendors can be a headache for any kind of restaurant, bar or retailer. Despite a growing community of FinTech solutions geared toward the industry, managing invoices and B2B payments remains a challenge. Managing The Invoice. That's a rolling ATM.

Industry 219

Industry Payments Retail Regulation 219

Cisco

SEPTEMBER 7, 2021

Here at Cisco we strive to align our strategy, content, and offerings to the top trends happening in the industry. The Portfolio Explorer divides each industry into various themes and use cases that are revisited and updated each year by our industry experts. Operational risk management. Modern financial worker.

Industry 145

Industry Risk Management Trends Operations 145

PYMNTS

MAY 21, 2020

While the travel industry remains decimated due to the pandemic, with businesses just beginning to tiptoe toward some semblance of normalcy, the shift to digital processes is gaining traction. This made the need to optimize operational inefficiencies secondary,” he said.

Industry 237

Industry Payments Online Cards 237

Perficient

APRIL 3, 2024

Insurers are constantly striving to improve their operations, provide better experiences for customers, and minimize risks. Monica Gernert, a project manager, and insurance expert at Perficient, provided a critical perspective around genAI that’s quoted in the report. This kind of intelligence proves the noble purpose of insurance.”

Technology 221

Technology Report social media Industry 221

PYMNTS

JANUARY 21, 2021

United Airlines reported that Q4 2020 operating revenue plunged by 69 percent from Q4 2019 as the pandemic continued to challenge the aviation industry. The company also reported that Q4 2020 operating expenses decreased by 45 percent compared to Q4 2019. United says it is still the sole U.S. carrier to serve India.

Operations 140

Operations United States US Course 140

Cisco

DECEMBER 13, 2022

Many FIs are developing sustainability strategies which rely significantly on technology for operational transformation. For example, Cisco’s Penn 1 Plaza New York City office retrofit simplifies building management, reduces operational costs, and enables a hybrid work environment. Cisco Sustainability Solutions for Customers

Industry 144

Industry San Jose New York City Resources 144

PYMNTS

OCTOBER 8, 2020

Manheim Logistics has formed an exclusive collaboration with DHL Supply Chain in order to develop what a press release calls a "more holistic" transportation management system. And there will be a new integrated user experience portal for use by shipping and operations workers.

Management 184

Management Detroit User Experience Resources 184

Perficient

FEBRUARY 15, 2024

The announcement of significant amendments to the DFS500 regulations on December 1, 2023, represents a pivotal moment for entities operating within New York’s financial sector. Embracing these changes enables entities to fortify their operations, safeguard stakeholders, and instill trust within the broader financial community.

Compliance 221

Compliance New York Regulation Analysis 221

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

PYMNTS

AUGUST 20, 2019

Swiss Bank UBS has announced that it has hired a new CEO of European Union operations, according to a report by Reuters. . The hiring of Novakovic will make her one of the most powerful bankers in Germany, where less than 10 percent of top finance management positions are held by women. Novakovic will start in the new position on Sep.

Operations 122

Operations Cards Management Study 122

PYMNTS

JULY 9, 2020

A press release Thursday (July 9) says Effectus Group , which does consulting work for a myriad of industries including technical accounting, IPO services and financial operations, can aid companies on revenue services and modernizing the receiving and processing of customer orders.

Groups 163

Groups Operations Compliance Management 163

PYMNTS

JANUARY 15, 2021

After having its $37 billion dual IPO pulled by Beijing, Jack Ma’s Ant Group is working fast to overhaul operations to comply with government regulations, The Wall Street Journal reported on Friday (Jan. The company was told by Chinese financial regulators at a Dec.

Regulation 158

Regulation Groups Operations Lending 158

PYMNTS

SEPTEMBER 16, 2020

The transaction will bring the two companies together to expand the digital freight industry across Europe, the U.S. The company said its 500-person workforce manages more than 10,000 trucks across Europe. That followed a joint venture with Poste Italiane, one of Italy’s largest logistics operators.

Operations 157

Operations America Company Industry 157

PYMNTS

MAY 10, 2016

That technological revolution, some say, is the Fourth Industrial Revolution , and among its targets for disruption is the way businesses trade with each other across borders. But there is another segment of operations strategically placed for these businesses to succeed in Industrie 4.0:

Industry 100

Industry Management Survey Resources 100

Perficient

APRIL 2, 2021

AI technologies, such as voice recognition and natural language processing (NLP), are being used to improve customer experience and to gain operational efficiencies. These technologies are also used to better target marketing in retail and customize trade recommendations in wealth management. Risk Management. Credit Decisions.

Regulation 309

Regulation Industry Risk Management Analysis 309

Bobsguide

MAY 11, 2022

ERI is proud to announce that its digital front-to-back technology platform – the OLYMPIC Banking System – has been awarded Best Operational Efficiency Solution at the Asian Private Banker-7th Technology Awards. ERI has prevailed in one of the most hotly contested categories is testimony to the strength of its cutting-edge solutions.

Operations 106

Operations Technology Regional Financial Technology 106

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. Introduction The importance of efficient credit administration Credit departments play a crucial role in the financial industry, and it is important to ensure that they are functioning at their best.

Training 195

Training Risk Management Analysis Policies 195

Perficient

FEBRUARY 15, 2024

This blog was co-authored by Perficient Risk and Regulatory CoE Member: Alicia Lawrence The announcement of significant amendments to the New York State Department of Financial Services (NYSDFS) regulations on December 1, 2023, represents a pivotal moment for entities operating within New York’s financial sector.

New York 221

New York Compliance Regulation Analysis 221

PYMNTS

SEPTEMBER 30, 2019

The deal will see the ShipServ TradeNet platform integrated and pre-installed into Hanseaticsoft’s Cloud Fleet Manager (CFM) software. By simply ticking a box, a ship owner or manager’s purchasing department has an immediate and secure access to an entire marketplace and more than 75,000 suppliers to the maritime industry.”.

Management 122

Management Software Operations Analytics 122

Banking Exchange

NOVEMBER 29, 2021

Money laundering and other types of financial crime have plagued the financial industry for years Risk Management Feature3 Feature Financial Research Duties Technology AML & Fraud BSA/AML Security Operational Risk Compliance Management Cyberfraud/ID Theft.

Industry 78

Industry Risk Management Compliance Fraud 78