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Perficient to Present at Fintech Generations 2021

Perficient

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. The presentation will occur on June 10 at 4:00 p.m. Beth Johnson, Chief Experience Officer, Citizens.

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Interest rate risk management in a rising rate environment

Abrigo

You might also like this video on managing interest rate risk. Takeaway 3 Diving deeper into depositor pricing and evaluating loan pricing to ensure compensation for the risk are among strategies to manage interest rate risk. Stay up to date with Abrigo advisors' ideas for managing interest rate risk.

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Will Bank Wealth Managers Miss the Golden Opportunity?

Gonzobanker

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.

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Five Bank Marketing Leadership Takeaways from the ABA School of Bank Marketing Management

Jeff For Banks

Lance Kessler introduced a new subject to the ABA School of Bank Marketing Management (SBMM) this week. Marketing Leadership. So there was not a list of key takeaways displayed in a slick PowerPoint presentation. But I was taking notes on key items identified as critical takeaways for marketing leadership.

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Strategy Requires Leadership and Consistency

Alex Jimenez

As a member of a corporate strategy team, we all put long hours getting all the strategic plans together, presenting them, and finally getting agreement. True strategy bases the plan on data and requires leadership to execute. After the simulation, each group presented how we managed our companies.

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Two Perficient Colleagues Recognized in CRN’s 2020 Women of the Channel

Perficient

CRN’s 2020 Women of the Channel list sets out to honor the strategic vision and unique achievements of influential, accomplished women leaders who accelerate channel growth through cultivated partnerships, innovative thought leadership, and unwavering dedication to the IT channel. . Creating a Platinum Partnership with Lynn Brading.

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A Guide to Fortify Your Institution Against Senior-Level Embezzlement Risks

Perficient

Background On October 19 th , 2023, the Office of the Comptroller of the Currency (OCC) published an article highlighting new enforcement actions and clarifying explicit rules regarding misconduct, particularly as it relates to financial abuse by senior-level management. Ensure checks and balances are present in all transactions.