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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Relying on complex spreadsheets for portfolio analysis, the firm faced operational hurdles due to immense computing demands.

Strategy 440
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Change management in banks and credit unions: A key to success

Abrigo

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.

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Driving Contact Center Innovation in Uncertain Times

Perficient

It’s also a great time to think about innovation. I would like to talk about how Twilio Flex and other services from Twilio can provide some clear ways not only to manage these immediate concerns, but also to drive innovations in how you interact with your customers. Here are some examples: Call Deflection Strategies.

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Temenos Chief Strategy Officer Leaves Company

Bank Innovation

Ben Robinson, chief strategy officer of Temenos, has left the company. Robinson was a key member of Temenos’s innovation operation, taking a leadership role, among other responsibilities, in managing Temenos’s engagement with the fintech startup ecosystem.

Strategy 170
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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

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PULSE Taps New Leaders Of Product Management, Operations

PYMNTS

The nationwide debit/ATM network PULSE has tapped Jennifer Schroeder to serve as its executive vice president for product management, the company announced Wednesday (Jan. We look forward to her ongoing contributions to PULSE’s success as she leads our product strategy.”.

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Americas FSI Digital Commentary: 3 Ways to Accelerate Digital Strategy in 2023

Cisco

As a change agent serving the financial services industry for over 20 years, it is a great privilege to collaborate with Bank, Insurance, and Wealth Management institutions to devise and execute digital transformation strategy, solve complex business problems, and leverage technology to strengthen business results.