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.

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Management User Experience Customer Experience Strategy 309

PYMNTS

MAY 19, 2020

Brex is tapping the new funds for engineering and design to advance its tools for expense management and procurement. “We We are excited to have a front-row seat as Brex continues to revolutionize financial services,” said David Craver , portfolio manager and managing director for Lone Pine Capital.

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Tools Management Capital User Experience 142

Perficient

OCTOBER 1, 2020

Are you struggling to get users to efficiently embrace a new tool or technology? Is the unexpected shift to fully remote working creating change management obstacles? Just because you implement a new tool, doesn’t mean people will use it or even leverage it correctly.

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Management Tools US Technology 322

PYMNTS

NOVEMBER 2, 2020

Today in B2B, trade finance technology provider Surecomp announces its newest marketplace partner, and Serko expands its expense management offering into North America. Plus, Suplari launches new corporate spend management solutions, and PROS expands its Adobe partnership to help B2B business customers launch eCommerce operations.

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Perficient

OCTOBER 7, 2020

Digital tools, however, can play an important role for businesses and consumers during their online shopping experience, such as integrating a Live Chatbot. The Tool is Extremely Easy to Implement. Open Content Management in the top left corner. Solving customer confusion and problems faster. Then, click the Blog Website.

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Tools Online Resources US 508

South State Correspondent

SEPTEMBER 20, 2023

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

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. Sales enablement technology can help companies reinforce and drive processes around their sales enablement strategies.

Management 294

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Perficient

OCTOBER 12, 2020

The change management team was able to ensure that every employee was ready, willing, and able to embrace a new way of working together. Implementing a new technology was just the beginning and making sure each employee knew how and when to use the new tool was crucial. Driving user engagement and increasing adoption.

Management 294

Management Training Tools Technology 294

Perficient

DECEMBER 14, 2020

Cloud technologies have changed the way that enterprises deploy and integrate services, saving time and resources, and allowing them to hyperscale their services. Throughout 2020, the cloud has also proven critical for enabling remote workers access to necessary services, tools, and applications. The Public Cloud Market Will Surge.

Technology 348

Technology Trends Software Resources 348

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

PYMNTS

DECEMBER 9, 2020

Square is offering merchants in the beauty and wellness industry a point of sale (POS) tool that integrates appointments, payments and checkout for a streamlined, secure process. . Square Appointments is a front desk solution that works with the business payments processing tool Square Register.

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Tools Online Wyoming Software 283

Perficient

MARCH 23, 2021

My next blog will review the tools that can be used to help with reporting. With the need to consolidate entities on a line-by-line basis and to report such a large amount of information, whether on a daily or monthly basis, regulatory reporting staff must rely on automated tools to assist them. Automated tools include the following.

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Report Tools Risk Management Data 294

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. Users are demanding self-service access to data and easy-to-use tools for decision support and trend identification.

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Management Data Analytics Course 309

Perficient

NOVEMBER 20, 2020

Deployment and infrastructure management is not a simple process; in fact, it involves multiple steps and tools to provision infrastructure. We need tools that make this process seamless, easy, and effective. Take Terraform, a tool used to provision and manage infrastructure within any cloud.

Management 309

Management Resources Tools Maine 309

Perficient

OCTOBER 6, 2020

Spend a few minutes with one of our Red Hat technical experts, Matthieu Rethers, as he discusses the advantages and disadvantages of managed clusters, as well as differences between them on various cloud platforms, when you should use them, alternatives to managed clusters, and how Red Hat OpenShift fits into the picture.

Management 309

Management Maine Software Tools 309

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.

Software 195

Software Management Lending Tools 195

Insights on Business

JUNE 18, 2019

In this series of blogs, we will focus on four transformative technologies with emerging risk applications that can help banks and financial institutions grow profitability and protect the enterprise. Each technology is at the start of an enormous adoption growth curve, and has been the subject of intense discussion.

Risk Management 185

Risk Management Technology Management Big Data 185

Perficient

FEBRUARY 15, 2022

which highlighted increasing the focus on advisor marketing technologies and digital advertising to increase lead generation and new client acquisition, and it’s becoming clear that the old way of finding and interacting with investors is dying. Layer this on top of research conducted in August 2020 by 8 Acre Perspective Corp.,

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Rhode Island Management Delaware New Jersey 340

PYMNTS

OCTOBER 19, 2020

Google Cloud is aiming to innovate the mortgage industry with its new artificial intelligence (AI) tool called Lending DocAI. Sudheera Vanguri , product manager lead at Google, said in a b log post on Monday (Oct. The new tool “provides industry-leading data accuracy” to speed up loan applications. billion.

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Google Tools Lending Industry 264

PYMNTS

MAY 8, 2020

Samsung Pay is launching a physical debit card and this summer will introduce a money management tool in partnership with SoFi. Ahn added that over the summer months, Samsung Pay will introduce a tool to help people better manage their financial lives. NFC works with digital wallets and powers contactless payments.

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Samsung Management Cards Regional 230

PYMNTS

NOVEMBER 6, 2018

Technology developed by Bloomberg is now being used by Shell ‘s Foreign Exchange Central Treasury unit to interconnect the fuel conglomerate’s operating units across 22 markets, the companies revealed Monday (Nov.

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Tools Management blockchain Operations 134

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.

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Management Tools Operations Examples 294

PYMNTS

DECEMBER 14, 2020

Managing financial data across a vast array of platforms, including accounts payable, accounts receivable, accounting and ERP systems, creates a challenging environment in which to understand cash positions and forecast cash inflows and outflows. Achieving real-time data analytics is a lofty goal for organizations without the proper tools.

Management 308

Management Strategy Data Tools 308

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

PYMNTS

OCTOBER 13, 2020

13) announced it has begun using San Jose-based firm’s supply chain management platform in its work with consulting clients. The partnership with LevaData comes as Boston-based Bain, through its supply chain management consulting practices, works with companies looking to digitalize their supply chain network. Bain & Co.

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Management San Jose Boston California 233

Cisco

AUGUST 9, 2022

financial institutions, the FFIEC released new guidance and a Cybersecurity Assessment Tool for institutions to self assess their risks and determine their cybersecurity maturity. It is part of a multipart blog series on financial regulations and how to manage them architecturally, geared towards IT leadership. Delivery Channels.

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Tools Leadership Handbook Security 114

PYMNTS

JANUARY 25, 2021

Miami-based FinTech ClassWallet has grown its classroom expense management offering to help with the requirements of custodial and maintenance workers in primary and secondary schools, according to a Monday (Jan. The tool also gives full management to facilities managers and eliminates paperwork, according to the announcement.

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Tools Miami Management Resources 154

Perficient

FEBRUARY 17, 2021

Previously , I discussed the role of sales enablement in investment management. This blog analyzes how technology and the right team can improve your sales enablement program. Sales Enablement Technology. The spectrum of tools is broad. Let’s look at a few of the key criteria for a successful sales enablement program.

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Training Tools Management Analytics 340

Bank Innovation

MARCH 10, 2017

BNP Paribas Wealth Management is testing a new mobile investment advisory tool, myAdvisory, the company said yesterday. The app offers investment advice, except instead of using robos – like the SigFigs of the world – the advice is written entirely by humans.

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Tools Guidelines Mobile Management 287

PYMNTS

NOVEMBER 23, 2020

Global Commercial Cards tailors to the requirements of firms of all different sizes and speeds up the workflow of everyone who participates in the expense management procedure, according to the announcement. With Global Commercial Cards, BBVA has managed to bridge the gap between two worlds: commercial cards and expense management tools.

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Cards Management Conference Resources 196

PYMNTS

DECEMBER 7, 2020

The trouble is that many decision-makers are unsure of which of these countless innovations are right for their firms’ unique circumstances, facing mounting pressure to find technologies that can go the farthest in easing their payment pains. RLJ Financial On Managing B2B Spend With Virtual Cards. About The Playbook.

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Management Cards Company Innovation 268

PYMNTS

MARCH 26, 2020

Cross-currency money transfer firm Western Union has announced the launch of Digital Location, a new tool that enables people to send money from home. Western Union recently partnered with Integral for a new risk management mechanism called Integral BankFX. Over 40 countries have the ability to use the Western Union Mobile app. .

Video 286

Video Tools Risk Management Guidelines 286

PYMNTS

JUNE 14, 2019

InventoryBase , a platform providing property inspection services to property management companies and letting agencies, is adding a B2B payments feature that lets property managers pay third parties that conduct property visits. Property managers submit a job to the platform to receive bids from potential vendors.

Management 116

Management Tools Payments Industry 116

PYMNTS

APRIL 9, 2018

The firm announced it is integrating its payments processing capabilities, PaySimple AppConnect, into Profit Rhino, a mobile sales tool and pricing service platform for in-the-field service providers like home services and repairs. Earlier this year another company, Insynq, introduced another solution for in-field service providers.

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Tools Management Payments Customer Experience 150

PYMNTS

NOVEMBER 1, 2020

Suplari , which works in spend agility, has debuted the next version of its Spend Industry Cloud, which has 175 different automated insights to help predict and manage costs, cash flow and investments, a press release says.

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Tools Analytics Data Policies 213

BankInovation

APRIL 8, 2021

Financial advice technology firm Envestnet today announced its acquisition of Harvest Savings & Wealth Technologies, a platform that provides automated personal savings tools and wealth management solutions to banks and financial institutions.

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Tools Management Technology Data 75