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These Are Your Most Profitable Cash Management Clients

South State Correspondent

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. Cash flow stability is also a factor in cash management profitability.

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Perficient Included in Gartner’s 2020 Marketing Technology Vendor Guide

Perficient

Perficient was recently included as a marketing technology integrator in Gartner’s Marketing Technology Vendor Guide, 2020. According to Gartner’s CMO Spend Survey 2020-2021 , marketing technology currently accounts for 26% of budgets – a larger percentage than media, in-house labor, and agencies.

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Invest in Data Management to Fight Regulatory Challenges, Survey Says

Bank Innovation

Financial service executives are still concerned about regulatory changes, but the best response is to improve data aggregation and management services. This is according to a survey by AxiomSL, which found that 66% of regulatory executives believe their institution needs to make investments in data management.

Survey 236
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CECL implementation: Survey shows where peers are as 2023 nears

Abrigo

Financial institutions work to meet Q1 2023 CECL deadline A CECL implementation survey by Abrigo found progress by financial instittuions is mixed ahead of the upcoming deadline. . Takeaway 1 10% of banks and credit unions have completed CECL adoption, according to Abrigo's CECL implementation survey. Progress on CECL.

Survey 195
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Jump-Start Digital Transformation with Change Management

Abrigo

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 2 Look for signs that indicate a planned software implementation or other technology change might be at risk of failure or poor return on investment. .

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Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

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Regulation, Data Management Top Industry Concerns

Bank Innovation

Professionals in the financial services industry are focusing their energy on regulation and data management, according to a survey from consulting firm and technology services provider Synechron.