Abrigo

SEPTEMBER 14, 2020

Key Takeaways ALM professionals often inquire about reports they can run using their ALM models to help manage their financial institutions. It's a good question, because the impact of changes are often hard to discern in the short term -- the focus of our typical reports. What kind of reports can your ALM model provide?

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Report Management Comparison Capital 195

Perficient

DECEMBER 9, 2020

Forrester Now Tech: Commerce Services, Q4 2020 Report. Forrester listed Perficient as a provider with a focus on experience and operations, able to build commerce experiences for enterprises and provide services that help build out these experiences around order management, inventory management, and payment gateways.

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Report Industry Strategy Branding 572

Bobsguide

MAY 30, 2022

To better help asset managers of European funds be prepared for the upcoming compliance requirements and regulatory disclosure obligations under the Sustainable Finance Disclosure Regulation (SFDR), global Fintech leader Broadridge Financial Solutions has launched a new Environmental, Social and Governance (ESG) reporting solution.

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Management Report Regulation Data 147

Abrigo

AUGUST 2, 2023

Takeaway 3 Financial institution management can focus on mitigating risk and understanding portfolio dynamics when the analysis is streamlined. This article outlines a structured approach to ensuring management can confidently answer inquiries about the health of their CRE segments and related credit performance.

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Report Risk Management Lending Analysis 195

American Banker

MARCH 27, 2024

The report seeks to help banks "disrupt rapidly evolving AI-driven fraud," according to Treasury's Nellie Liang. The report found banks have difficulties accounting for AI risks.

Risk Management 78

Risk Management Report Management Fraud 78

Perficient

MARCH 23, 2021

Previously , I outlined the data that can be reported with the FR 2052a Complex Institution Liquidity Monitoring Report. My next blog will review the tools that can be used to help with reporting. 2052A Regulatory Calculations are available from Oracle FS Liquidity Risk Management. Automated tools include the following.

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Report Tools Risk Management Data 294

Perficient

FEBRUARY 11, 2021

Do you need to manage supplier invoice payments with retainage payment terms? Oracle Cloud Payables has a new feature that provides an easy way to pay suppliers while managing and tracking a retainage amount. If you need assistance setting this up or getting it to work as desired, Perficient is here to help.

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Management Payments Report Company 309

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.

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cryptocurrency Regulation Management Bitcoin 332

Abrigo

JUNE 5, 2023

Banking reports to inform risk management and strategy These reports on capital, growth, and liquidity help financial institutions spot warning signs. They help manage and shape strategy in volatile economic and industry conditions.

Report 195

Report Risk Management Capital Data 195

Perficient

JANUARY 5, 2021

With a familiar and intuitive interface, Power BI Desktop makes connecting to a data source and creating useful reports easy. Upon completion of your report, you can publish it from within Power BI Desktop to the Power BI S ervice where it can be shared and viewed in a web browser by the intended parties.

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Report Data Security Management 393

Perficient

OCTOBER 14, 2020

We are excited to be listed by Forrester in its recent report, Now Tech: Azure Service Providers, Q4 2020 — Forrester’s Overview of 41 Azure Service Providers. As the report notes, “Many enterprises continue to struggle with starting and continuing their journeys to the cloud.”

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Report System National Strategy 520

American Banker

FEBRUARY 12, 2024

The megabank recently received three notices of matters requiring immediate attention, and it also failed regulatory exams, Reuters reported. Since 2020, Citigroup's regulators have been pressuring the company to clean up its risk management systems.

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Risk Management Regulation Management Report 74

Abrigo

SEPTEMBER 7, 2023

Adapt to a dynamic banking environment with real-time lending & credit data Lender dashboards and reports showing the lending pipeline, pricing trends, emerging risks, workflow bottlenecks, etc. Another hurdle for financial institutions can be identifying key reports that can help make more informed decisions.

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Report Lending Trends Data 195

Perficient

MAY 26, 2020

Oracle has introduced a new feature in Data Management where users can create customized connections to its ERP systems. It is important to note, at the time of writing this blog, only BI Publisher reports can be used as templates to create the connection to sub-ledger data within Oracle Financials. Scheduling a BI Publisher Report.

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Management Data Report Examples 340

Abrigo

SEPTEMBER 29, 2022

Construction loan management software Construction loan management softwares are a windfall of efficiency for financial institutions. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Takeaway 2 Using construction loan management software is a good way to mitigate risk.

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Software Management Lending Tools 195

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

AUGUST 12, 2022

As a result, according to Forrester’s AI Service Providers Landscape, Q3 2022 report, “47% of data and analytic decision-makers indicate that they will partner with service providers to access AI capabilities.” For this report, Forrester requested information from each vendor and asked the vendor detailed questions.

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Report Data Analytics Industry 275

Abrigo

SEPTEMBER 21, 2022

Driving efficiency and reducing risk Construction loan risk management software leverages technology and sound process management to pull construction lending away from its manual roots. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Construction loan risk management.

Risk Management 195

Risk Management Software Management Lending 195

South State Correspondent

SEPTEMBER 18, 2023

The industry has already reported a 0.65% decrease in full-time employees QoQ in Q2/23. It isn’t easy to assess the average loan size across various banks or asset bands because banks do not report total loans on the balance sheet. That is, bank managers should incent the desired portfolio construction.

Management 195

Management How To Community Bank Community 195

Perficient

AUGUST 14, 2020

OneStream’s Financial Task Management (UTM) solution is a web-based platform that provides customers with a central location for managing period closing activities for their entire organization. Task Manager is made up of activities called “Tasks”. To learn more about Task Manager see this page on OneStream’s website: [link].

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Management Groups Examples Training 309

Perficient

FEBRUARY 3, 2021

Key services include strategy, design, consulting, implementation, training and enablement, change management, and support.”. Forrester Now Tech: Salesforce Consulting Partners, Q1 2021 Report. Perficient’s Functionality Lies in Technology Services.

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Report Training Strategy Technology 507

Perficient

APRIL 26, 2022

FINRA member participation in TRACE is mandatory and obligates members to submit transaction reports in TRACE-eligible securities to conform with the Rule 6700 Series. The USA allows a member firm to report trades on behalf of another FINRA member to the approved facilities included on page two of the USA. Interested in learning more?

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Report Compliance Security Regulation 294

Perficient

MARCH 2, 2021

Previously , I discussed the history FR 2052a Complex Institution Liquidity Monitoring Report. My next blog will outline the recent changes to the report. The challenge is that not all banks are positioned to support more frequent reporting. The challenge is that not all banks are positioned to support more frequent reporting.

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Report Guidelines Resources Data 309

Perficient

NOVEMBER 15, 2020

labor force working remotely, managing devices has become more important than ever. Luckily, Microsoft has made great advancements in device management capabilities, many of which we’ll discuss today. In this blog, we’ll go over four main areas of Endpoint Management: Creating an app deployment.

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Management Security Policies Data 348

Perficient

FEBRUARY 22, 2021

Throughout 2020, leading Industry analyst firms Forrester Research, Gartner and IDC have included Perficient in their reports. We begin by highlighting the “Best of 2020” report inclusions that recognized our expertise and kept Perficient top of mind. Inclusion in top reports is not a given. We launched Get Supply Chain Right!

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Report Study Leadership Industry 309

Abrigo

JUNE 28, 2023

Share these reports on AML activities to inform directors Reporting to the board on AML and fraud compliance is an essential obligation. Here are several types of reports that provide vital information. Why regular reports matter Board reporting on AML compliance activities BSA Officers have a lot of responsibilities.

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Compliance Fraud Report Trends 195

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. .

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Management Risk Management Policies Lending 195

PYMNTS

DECEMBER 28, 2020

Travel and cost management company Navisteps has notched $1 million in a pre-seed round, with investment originating from angel investors, Phocuswire reported. While expense and travel management solutions are not new, they traditionally target large enterprises.

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Management Report Data Innovation 251

PYMNTS

OCTOBER 10, 2019

Bank of America (BoA) may have hired a treasury product manager to work with Ripple. This role leads the product management team for the Ripple Project, a decentralized ledger technology-based solution to cross-border payments marketed to [global transaction services (GTS)] clients,” the job listing read. “The

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Management Report cryptocurrency America 191

PYMNTS

DECEMBER 9, 2020

Managing credit risk used to be a reactive process. Bank customers would fall behind on their payments, and their banks might react by imposing fees or having a case manager work with them to bring their accounts back up to speed. In severe cases, banks might have to take the drastic measure of closing accounts altogether.

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How To Management Report Strategy 245

CB Insights

MARCH 9, 2023

What is spend management? Spend management companies provide platforms that automate expense approvals for small and medium-sized businesses (SMBs). Spend management technology offers a variety of benefits for SMBs, such as operational efficiency, more accurate financial data, and real-time visibility into company spending.

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Trends Management Report Marketing 62