Perficient

OCTOBER 7, 2020

The short answer is yes, businesses can easily build bots using robotic process automation (RPA) tools. This shift becomes more prevalent as RPA leaders introduce the Attended bot operating model. Most RPA tools now have the capability to minimize the complexity of building a bot process. As always, the devil is in the details.

Tools 309

Tools Strategy Training Marketing Strategies 309

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. This framework is especially relevant given the recent FFIEC Architecture and Operations update and the Executive Order on Cybersecurity from 2021.

Tools 114

Tools Leadership Handbook Security 114

PYMNTS

APRIL 24, 2020

Some have added support for in-branch digital technologies such as video banking screens and upgraded ATMs to minimize in-person contact while making sure customers’ needs are met, for example. Shifting In-Branch Operations. Digital Technologies Under COVID-19. British FI Nationwide U.K. British FI Nationwide U.K.

Technology 248

Technology ATM Video Tools 248

Bank Innovation

JUNE 6, 2019

Guaranty Bank and Trust is using new technology to make it easier for potential new customers to switch bank accounts as it expands its branch network. The digital tool, called ClickSwitch, helps Guaranty encourage […].

Fort Worth 282

Fort Worth Tools Dallas Texas 282

PYMNTS

JANUARY 14, 2021

Many companies took various facets of their operations digital, too, including their payments operations and other processes that relied on staff coming into the office. Under the measure, it would be mandatory for companies that are leveraging the technology to tell potential employees what they plan to do with the information.

Video 184

Video Tools New York City New York 184

Perficient

APRIL 14, 2022

The connection between technology and consumers in the insurance industry has never been more relevant. Although the insurance industry was already facing rising competition and customer expectations, the global pandemic forced our industry to take legacy processes and technologies, and transition to “digital” seemingly overnight. .

Strategy 332

Strategy Tools Industry Customer Experience 332

Perficient

OCTOBER 13, 2020

For these reasons companies and vendors have come to take more of a software centric approach to creating CX solutions from traditional tools such as contact center and customer relationship management (CRM) software, layering in multiple channels to capture the entire customer journey. In effect, if the contact center was 1.0 – CX is 2.0.

Technology 340

Technology Customer Experience Software Resources 340

Perficient

FEBRUARY 27, 2024

This blog was co-authored by Perficient’s Insurance Principal and expert: Brian Bell As we step into 2024, the insurance industry faces significant transformations driven by technological advancements and evolving customer expectations. Leveraging cloud technology for streamlined operations and enhanced scalability.

Trends 221

Trends Industry Operations Customer Experience 221

PYMNTS

AUGUST 11, 2020

.” Grant Goodale , chief technology officer with Convoy, spoke with PYMNTS about the nuances of digital payments and customer loyalties, adding that it’s important to remain flexible in that space.

Tools 219

Tools Cards Payments Examples 219

PYMNTS

AUGUST 22, 2019

Amazon is on track to invest upwards of $15 billion this year in new tools to help small and medium-sized businesses (SMBs) grow and succeed, according to a press release. . To aid SMBs, 150 new tools have been launched since the beginning of the year, the company announced on Thursday (Aug 22).

Tools 184

Tools America Retail Survey 184

Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I I have helped my colleagues in building their career.

Technology 441

Technology Austin Leadership US 441

PYMNTS

JUNE 19, 2020

The technology was created to help bank agents, digital channels, branches and customers handle their foreign exchange risk in an effectual as well as fast manner, according to an announcement. It can fully accommodate rapid business expansion and future needs for competitive Treasury management operations.”.

Risk Management 160

Risk Management Software Tools Management 160

PYMNTS

NOVEMBER 1, 2020

Suplari’s insight generator technology, combined with our cloud-native architecture, allows us to quickly build AI-driven insights on customer data in days — versus the months required by in-house data science teams or custom-built applications,” said Nikesh Parekh , co-founder and CEO of Suplari, according to the release.

Tools 213

Tools Analytics Data Policies 213

Chris Skinner

MARCH 7, 2017

Their Committee on Payments and Market Infrastructures released Distributed ledger technology in payment, clearing and settlement: an analytical framework last week, and I just read it. DLT could reduce the traditional reliance on a central ledger managed by a trusted entity for holding and transferring funds and other financial assets.

Technology 323

Technology Payments Analytics blockchain 323

Abrigo

JUNE 9, 2020

Technology has enabled financial institutions to operate more quickly and efficiently, creating a better experience for customers. Without the right tools and processes in place, however, compliance can be monotonous and inefficient. The post Benefits of Leveraging Technology for Document Preparation appeared first on Abrigo.

Technology 195

Technology Lending Compliance Data 195

PYMNTS

JANUARY 15, 2021

Many companies have been forced to adjust their business operations during the pandemic as they transact and cooperate remotely to reduce the risks of viral transmission. She has encouraged clients to use videoconferencing technologies to tackle these tasks. . Once they do it a few times, it becomes second nature.

Video 151

Video Tools Tampa Operations 151

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

PYMNTS

JANUARY 23, 2020

This week’s look at the convergence of AR and AP finds service providers exploring the use of payment tools to meet AR and AP needs. In some cases, that means taking one payment tool — like the commercial card — and using technology to ease friction for both senders and beneficiaries. Melio Explores the AR-AP Middle Ground.

Tools 167

Tools Payments Cards Meeting 167

PYMNTS

JANUARY 14, 2021

Improve Operations: Pushing Out the Paper . Relying on AP automation tools could ultimately help SMBs build more resilient, efficient operations. Embracing Optimism With an Array of Digital Tools. According to Visa’s data, 82 percent embraced new forms of digital technology to meet their consumers’ emerging need sets.

Tools 180

Tools Operations Payments Meeting 180

Accenture

JULY 8, 2019

Some of the most pressing are around the technology, tools and data needed across the front, middle and back office to help relationship managers (RMs) meet SMEs’ rising expectations. Make the wrong calls, and your RMs may be hamstrung by inappropriate technology—undermining your position in the marketplace.

Tools 150

Tools Management Customer Experience Technology 150

Perficient

FEBRUARY 17, 2021

This blog analyzes how technology and the right team can improve your sales enablement program. For a sales enablement program to be successful at its launch and continue to be effective over time, it has to have the right mix of technology tools, and cross-functional teams. Sales Enablement Technology.

Training 340

Training Tools Management Analytics 340

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.

Tools 148

Tools Management America ATM 148

PYMNTS

SEPTEMBER 24, 2020

This month’s Deep Dive explores the challenges that remittance service providers face when seeking to stay compliant, the impact this has on the availability of cross-border money transfer services and regulatory technology strategies to help reduce this friction. . Correspondent Banking . The Cost of Compliance .

Compliance 223

Compliance Tools Fraud Regulation 223

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.

Tools 287

Tools Guidelines Mobile Management 287

PYMNTS

DECEMBER 1, 2020

With a new machine learning tool, Amazon can let call centers get answers and personalize customer service. The demand for Amazon's cloud services has risen during the pandemic, particularly for call center tools. grocer Morrisons.

Technology 192

Technology Resources Tools Analytics 192

Bank Innovation

JUNE 8, 2017

Turns out, Amazon’s lesser known operation – small business lending – is also powered by machine learning, Bank Innovation has learned. […]. The e-commerce giant has (arguably) the most sophisticated ML toolset around that is uses for drone deliveries, online tailors, or its AWS offering.

Lending 373

Lending Tools Operations Innovation 373

PYMNTS

OCTOBER 28, 2020

"What I enjoy most is helping our customers thrive in this rapidly changing world and helping them realize their vision in a way that simplifies the adoption of new technology — capabilities that can unleash their innovation in the digital economy," said Craig Muzilla, senior vice president of Red Hat. Resilience in the Digital Economy.

Technology 182

Technology United States Innovation Video 182

PYMNTS

AUGUST 26, 2019

The frequency of state-sponsored attacks has intensified in recent years — with a level of sophistication and technical and financial backing to their operations that has never before been seen. End-to-end, an operation that could take weeks or even months to plan can be carried out in minutes.

Tools 207

Tools Fraud ATM Cards 207

PYMNTS

JUNE 6, 2017

From some guy’s garage in San Francisco, a group of math nerds has grown into one of the world’s finest-tuned machine learning operations. SigOpt now helps optimize fraud detection and investments like beer brewing and even the manufacturing of synthetic rhino horns. PYMNTS: Can you explain the business?

Operations 168

Operations Tools Data San Francisco 168

PYMNTS

NOVEMBER 16, 2020

“Customer expectations are on the rise for new online services and seamless experiences across online and offline retail from supermarkets and other businesses operating brick-and-mortar retail stores,” Rakuten said. The offshoot company aims to transform Japan’s physical stores across the food products and necessities segments. .

Retail 217

Retail Tools Online Meeting 217

PYMNTS

NOVEMBER 9, 2020

In the United States, 8 million consumers have fallen below the poverty line since May, for example, movement that severely reduces the access these consumers may have to financial tools. Unbanked consumers have more access to digital technologies than ever that could help them manage their money even without bank accounts.

Tools 203

Tools Mobile FDIC Examples 203

PYMNTS

JANUARY 30, 2019

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115

Tools Marketing Automation Training Operations 115

Perficient

SEPTEMBER 28, 2020

We believe that there tends to be a gap in strategy when a business strategy meets the operational elements. In other words, how to create your plan by making critical decisions from a business and technology standpoint. Decide: Make operations and technology decisions that align with your defined customer experience and plan.

Strategy 309

Strategy Tools Operations Customer Experience 309

Gonzobanker

MARCH 6, 2020

Addressing common loan and deposit operations process inefficiencies can help financial institutions deliver optimized value to customers and stockholders. In recent years, many financial institutions have been focused on improving their digital delivery capabilities, often at the expense of their operational groups.

Operations 108

Operations System Groups Technology 108

PYMNTS

DECEMBER 6, 2019

Payments technology company Payoneer announced updates to its cross-border payments solutions enabling support for small- to medium-sized businesses (SMBs) in the U.S. The company uses automation tools to accelerate claims processing. Around The Next-Gen Payments Landscape. that wish to pay overseas contract workers.

Tools 186

Tools Payments Millennials Strategy 186

PYMNTS

JANUARY 26, 2021

Looking ahead at 2021, positive signs are on the horizon for the industry despite strains on CU operations due to the pandemic. Los Angeles-based immigrant-focused technology solution provider Welcome Technologies has announced that it has selected PSCU to provide processing and support services for its first credit card offering.

Tools 276

Tools Los Angeles New Jersey Trends 276

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