Perficient

FEBRUARY 23, 2021

More tactically, for those operating large fleets of drivers and vehicles, managing operational risks such as driver safety can prevent traffic incidents that can cost enterprises millions of dollars in cash settlements and damage to brand value. What: Crush the Complexity of Fleet Management webinar.

Management 340

Management Training Operations Branding 340

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

JUNE 18, 2020

As we continue to invest, expand, and evolve our Amazon Connect practice, it was clear that adding a suite of managed service offerings to our portfolio was a must. With a focus on added value, and flexibility, we tailored our managed service offerings keeping in mind that no one customer holds the same requirements.

Management 354

Management Customer Experience Operations Company 354

Perficient

APRIL 24, 2024

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 251

Strategy Data Analysis Operations 251

Perficient

FEBRUARY 16, 2021

A brand’s reputation and longevity, as well customer loyalty and adoption, often hinges on the success of how order management (OM) is rooted in an organization. Seamless order to fulfillment is the crux of any good experience. The interaction with users at their point of need is the tipping point and often dictates success or failure.

Management 309

Management User Experience Customer Experience Strategy 309

PYMNTS

JANUARY 22, 2020

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. Jim Lerdal will take over the position of executive vice president of operations. Lerdal was vice president of fraud operations and compliance for PULSE.

Operations 131

Operations Management ATM Fraud 131

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 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Previously, I discussed personalization’s future in financial services.

Management 309

Management Data Analytics Course 309

Perficient

JULY 12, 2023

Perficient provides risk management to more than 500 financial services organizations, many of whom have multiple bank regulators. The new federal risk guidance for banks does not remove the need for sound risk management. Introduction It’s not you. It’s the guidance. The complete 60+ page guidance is available to readers here.

Management 221

Management Risk Management Regulation Compliance 221

PYMNTS

JANUARY 22, 2020

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. Jim Lerdal will take over the position of executive vice president of operations. Lerdal was vice president of fraud operations and compliance for PULSE.

ATM 130

ATM Operations Management Fraud 130

Perficient

OCTOBER 20, 2020

One of the many benefits of using Red Hat OpenShift to manage your container workloads is the flexibility it provides to distribute and/or isolate workloads. In OpenShift 4x, the router ingress function is managed by an operator, so I’ll need to make our changes to the operator.

Management 294

Management Tools Operations Examples 294

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. The same goes for higher-growth, well-managed companies. This equates to a 63% risk-adjusted return.

Management 195

Management Examples Marketing Millennials 195

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. As financial services look ahead, it is perhaps time to consider the next phase of the transformation campaign in pursuit of complete operational transformation as the end-goal.

Operations 138

Operations Analytics Tools Resources 138

PYMNTS

DECEMBER 7, 2020

Most are encouraging employees to work from home while also moving their back-office operations online, and payments operations are no exception. RLJ Financial On Managing B2B Spend With Virtual Cards. The benefits of using digital B2B payments solutions extend far beyond their ability to support a decentralized workforce.

Management 268

Management Cards Company Innovation 268

Cisco

OCTOBER 4, 2022

It is an update to the 2004 Operations book, and links the different processes of Architecture, Infrastructure, and Operations (AIO) into a cohesive framework for auditors to assess. In this booklet the FFIEC discusses the principles and practices for IT and operations, as well as processes for addressing risk respective to IT systems.

Operations 118

Operations Software Risk Management Management 118

Perficient

NOVEMBER 20, 2020

Deployment and infrastructure management is not a simple process; in fact, it involves multiple steps and tools to provision infrastructure. Take Terraform, a tool used to provision and manage infrastructure within any cloud. Terraform Destroy: Destroy Terraform managed infrastructure. Terraform env: The workspace management.

Management 309

Management Resources Tools Maine 309

South State Correspondent

FEBRUARY 18, 2024

The loan leverage ratio is 10.83 (total debt divided by net operating income (NOI)). The post Managing Interest Rate Risk With a Bank Loan Term Sheet appeared first on SouthState Correspondent Division. This loan was underwritten to 1.20X debt service coverage ratio (DSCR), 76% loan-to-value (LTV), 9.2%

Management 195

Management National Guidelines Capital 195

Abrigo

MAY 20, 2022

Meet Model Risk Management Expectations Updates to the FDIC Risk Management Manual should steer institutions toward a model that manages risk and drives growth. Takeaway 1 Aside from meeting examiner expectations, proper model risk management can protect your institution from unnecessary risk. . FDIC Update.

Risk Management 195

Risk Management Management FDIC Meeting 195

Perficient

FEBRUARY 10, 2021

Sales enablement is a strategic approach to align sales, marketing, and operations around the common goal of equipping salespeople with the right resources, tools, and processes to sell effectively and support clients. With the right strategies and tools, firms can replace face-to-face interaction without forgoing the personal touch.

Management 294

Management Resources Strategy Tools 294

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

Payments Dive

JUNE 8, 2023

The guidance is aimed at helping banks address the operational, compliance and strategic risks of third-party tie-ups, such as those with fintech firms.

Risk Management 243

Risk Management FDIC Management Compliance 243

Perficient

JANUARY 19, 2021

The order management/customer service team are the ones that make revisions. The overarching question for the approach is based on operational efficiency. Order Revision Action Plan: Customer Service (Order Management Group) cancels the Sales Order/Line or makes a change to a specific line. These are revisions. Conclusion.

Management 360

Management Leadership System Operations 360

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

PYMNTS

MARCH 13, 2020

has reportedly put all of them back into operation. The retail employees are permitted to leave work for the necessary amount of time without needing to provide a doctor’s note to management or worrying about having enough available days. .

Apple 265

Apple Operations Retail Maine 265

Abrigo

APRIL 15, 2022

ALM & Measuring Liquidity Risk at Banks and Credit Unions Regulatory agencies expect financial institutions to manage liquidity risk using processes and systems commensurate with the complexity, risk profile, and scope of operations. ALM 101: Introduction to Asset/Liability Management. This is the fourth post in a series.

Management 195

Management Meeting Risk Management Operations 195

Abrigo

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." So how can banks help customers keep up in uncertain markets?

Risk Management 195

Risk Management Management Policies Lending 195

PYMNTS

NOVEMBER 15, 2020

Mobile-first fiscal management solution Fiskl has joined up with Samsung Appstack to help keep small- to medium-sized businesses (SMBs) competitive through collaborations and project management, according to a press release. Joining up with bigger-name apps can be a boon for startups.

Samsung 263

Samsung Management Mobile Resources 263

PYMNTS

DECEMBER 23, 2020

Paychex , which provides solutions for HR, payroll, benefits and insurance, is offering users of Clover , a business management platform from Fiserv , the chance to streamline payroll services as well as time and attendance management, according to a press release.

Management 219

Management Tools Strategy Innovation 219

Perficient

JUNE 11, 2020

Insights for stabilizing operations, accelerating partner management, and developing a digital strategy that differentiates your business. Tune in to hear these manufacturing experts talk candidly about: Current challenges with forecasting, collaboration and disruptions to distribution networks. Q&A with real-world examples.

Management 332

Management Digital Strategies Strategy Resources 332

PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. Not so long ago, linking cash account statements across far-flung systems or operations would have taken days or weeks and extensive testing to synthesize all that data into one centralized presentation.

Management 268

Management Lending System Operations 268

Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 3 Seven steps of change management will jump-start the implementation and improve adoption and digital transformation. Not in all cases.

Management 195

Management Software Survey Fintech 195