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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. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.

Strategy 440
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Strategies to accelerate cloud adoption

Accenture

At the same time, they must grapple with key issues such as the critical need for next-generation skills and talent management at scale, innovating delivery models and mastering new ways…. The post Strategies to accelerate cloud adoption appeared first on Accenture Banking Blog.

Strategy 338
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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 Innovation: Inside Perficient’s Risk and Regulatory Center of Excellence

Perficient

We take immense pride in recognizing that our committed individuals propel innovation and drive change within our industry. Learn More: Risk and Reputation Matter Meet Carolyn Introduce yourself and provide an overview of your role at Perficient: I am a project manager within Financial Services (FS).

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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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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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Why Automation is Key to Chesapeake Bank’s Innovation Strategy for 2019

Bank Innovation

Automation is the theme that best describes Chesapeake Bank’s innovation roadmap for 2019, Kevin Wood, managing director of the state-chartered community bank’s business lending division, Cash Flow, told Bank Innovation. “One