CFPB Monitor

FEBRUARY 17, 2021

To help clients navigate this new regulatory authority, Ballard Spahr’s nationally recognized Consumer Financial Services Group has created a California “Mini-CFPB” team. In addition to handling enforcement matters, our DFPI-related capabilities include helping clients with agency examinations, licensing issues, and rulemaking proposals.

California 78

California Resources National Groups 78

Perficient

JUNE 17, 2020

With this acquisition, Perficient furthers our commitment to optimized global delivery as an approach to help lower delivery costs while maintaining high quality. They are a purpose-led company who partners with its clients from nearshore locations to help them succeed on their most complex software development challenges.

Software 617

Software User Experience Meeting Resources 617

Abrigo

SEPTEMBER 7, 2023

help financial institutions adapt quickly to trends. Having dashboards or banking management reports that show the lending pipeline, pricing trends, emerging risks, workflow bottlenecks, and other factors affecting loan growth can help a bank or credit union stay on top of and adapt quickly to trends.

Report 195

Report Lending Trends Data 195

Perficient

AUGUST 14, 2020

Teams and the power platform help take that approach a step forward in a common combined Teams interface from the enterprise to our variety of teams on down to the user for tasks. This task focused solution with consolidated teams and channels can help us reduce context switching.

Resources 360

Resources Tools Innovation Community 360

Perficient

MARCH 10, 2021

The combination of Digital Asset Management (DAM), Product Content Management (PCM), Content Marketing Platform (CMP) and Marketing Resource Management (MRM) tools certainly sounds like a great source of truth. One that can live at the center of your content creation world, and, as you may have heard, can solve your “Content Crisis.”

Video 322

Video Training Tools Resources 322

Perficient

AUGUST 14, 2020

We need a comprehensive view of this global crisis — a COVID command center if you will — and this requires data access and delivery that is intuitive and consumable. As an example of a COVID command center in action, take a look at the University of Chicago Medicine , who is using the analytical platform Tableau. + + + + +.

System 519

System Analytics Strategy Guidelines 519

PYMNTS

DECEMBER 1, 2020

As Amazon sees new demand for cloud services because of the pandemic, the company has announced voice recognition as part of its new services suite for call center businesses, Reuters reported. It will use machine learning to authenticate customers dialing into call centers. grocer Morrisons.

Technology 192

Technology Resources Tools Analytics 192

Cisco

DECEMBER 13, 2022

FIs are in a position to help build and accelerate sustainable development. This can help accelerate long-term investment in sustainable economic activities and projects. Cisco is transforming many of its own offices and data centers to be more sustainable. Data center power and cooling loads decreased by 59%.

Industry 144

Industry San Jose New York City Resources 144

Perficient

OCTOBER 13, 2020

Contact Centers are, of course, a traditional aspect of companies and historically where and how those companies seek to interact with their customers. In effect, if the contact center was 1.0 – CX is 2.0. Cloud-Based Contact Centers Enable Better Customer Experiences. Key Takeaway.

Technology 340

Technology Customer Experience Software Resources 340

Perficient

JANUARY 5, 2021

“We’re in the business of helping our clients power innovation and deliver exceptional customer experiences. Together, we’re helping our clients build a dynamic, digital foundation for all their transformation needs.” She will provide resources to scale client projects and speed time to market.

Leadership 531

Leadership Denver Charlotte Ohio 531

Perficient

JUNE 16, 2021

Today, I’ll discuss what a 360-degree view of data means when it’s centered around data lineage principles. In order to maximize the benefits of creating a cohesive, integrated set of governance tools, a firm should consider deploying an internal, user-facing query facility to expose the metadata resources under management.

Data 294

Data Tools Resources Policies 294

Abrigo

AUGUST 7, 2023

Takeaway 2 A staffing needs assessment helps guide decision-making. Making plans in case of shortages and being proactive by cross-training employees can help. Takeaway 3 Enlisting alternative staffing resources and investing in AML software that reduces manual labor are two additional strategies to ease staffing changes.

Training 195

Training Fraud Leadership Resources 195

PYMNTS

AUGUST 24, 2020

Trimble has announced new upgrades for its TMT Service Center and TMT Fleet Maintenance solutions, including faster payment options and more visibility, according to a press release. The new upgrades include a credit card processing software, which will help with third-party integrations of credit card processing to allow for more options.

Cards 246

Cards Fintech Resources Data 246

Abrigo

FEBRUARY 6, 2024

A common mistake is underestimating the resources and expertise required to maintain a successful program. Where to begin Develop a member business lending strategy Developing a sound MBL strategy, or tightening an existing one, can help credit unions achieve long-term success in managing member business lending risks.

Lending 221

Lending How To Risk Management Policies 221

PYMNTS

DECEMBER 7, 2020

The tool assists health systems and medical centers with handling and stocking their pharmacy supply by offering live analysis into GPO compliance, medication pricing and 340B optimization, according to a Monday (Dec. It also notes that over 100 medical centers utilize Bluesight® for Controlled Substances technology. 7) announcement.

Analysis 173

Analysis Resources Compliance System 173

Abrigo

NOVEMBER 7, 2022

According to Pew Research Center, older veterans have approximately 20% higher household income than older civilians, perhaps due to veteran pensions. Trusted individuals have access to veteran’s vulnerabilities Family members usually have the most knowledge of an older adult’s financial resources and have easy access to their finances.

Fraud 195

Fraud Resources Community Training 195

Perficient

JULY 29, 2020

To help guide you as you change from a reactive to a long-term proactive focus, our thought leaders have explored ways you can harness technology solutions in response to COVID-19. Meet call center demand… at scale. Boost existing resources with powerful enhancements. Automate user interaction with chatbots.

Meeting 365

Meeting Resources Technology Management 365

Independent Banker

JANUARY 31, 2022

ICBA has a growing network of people and resources community banks can tap into as they continue their innovation journeys. As I write this, the 2022 ICBA ThinkTECH Accelerator cohort, run in partnership with The Venture Center, is well underway. By Charles Potts, ICBA.

Community Bank 143

Community Bank Georgia Community Resources 143

Independent Banker

SEPTEMBER 30, 2021

When a cyberattack occurs, community banks share information with peers to help prevent losses. All levels of the organization need to be up to speed on cyber risk, how it’s being mitigated and the resources available to them. Resourcing teams appropriately. This center offers tools to help you navigate cybersecurity.

Resources 131

Resources Community Community Bank Leadership 131

PYMNTS

DECEMBER 3, 2020

Reports noted the collaboration means the three partners will have access to real-time transaction capabilities via their combined resources of participating banks, money transfer operators and other financial service provdiers. Nacha is rolling out a new resource center designed to help corporates embrace the ACH Network.

Innovation 220

Innovation Payments blockchain Resources 220

Perficient

DECEMBER 27, 2023

Contact us today to discuss in depth how we can help tackle your business challenges. Your Expert Partner Perficient’s Financial Services Risk and Regulatory CoE will continue updating our audience with more upcoming articles dissecting the 1,400+ page CRA. We also invite you to explore our financial services solutions and expertise.

Compliance 221

Compliance FDIC Regulation Fraud 221

PYMNTS

MAY 26, 2020

The owner/operator of 85 shopping centers in California, Colorado and Illinois said shoppers are returning to recently reopened malls, but they’re not lingering, according to a CNBC report. The heart of our communities [and] shopping centers are small businesspeople.”. But you can access equity markets [and] public debt markets.

Groups 205

Groups California Colorado Illinois 205

Perficient

FEBRUARY 10, 2021

While the Centers for Disease Control and Prevention(CDC ) recommends healthcare consumers over 65 get vaccinated, few communications have targeted these groups or provided understanding and navigation to how to access the vaccine in their community. Do your front-desk or call center representatives know about your vaccination rollouts?

New York City 484

New York City social media Community System 484

Independent Banker

OCTOBER 1, 2022

I’ll be participating in our fall leadership meeting as we strategize for the coming year and consider ways to help community banks both manage risks and embrace new opportunities. In addition, ICBA has created a Cyber and Data Security Resource Center. Where I’ll Be. Rebeca Romero Rainey. President and CEO, ICBA.

Exercises 126

Exercises Community Bank Community Resources 126

Independent Banker

JULY 30, 2015

Paul McGuire is responsible for recruiting and retaining members, as well as helping to introduce ICBA members to the association’s products, services and educational offerings. Community Bank Career Center. The ICBA Community Bank Career Center is the community banking industry’s resource for online employment connections.

Resources 70

Resources Tools Community Bank Community 70

PYMNTS

JULY 30, 2020

Corporate spend management company Center unveiled a Mastercard -powered Center® Corporate Credit Card and a QuickBooks Online Connector on Thursday (July 30). In addition, Center now provides a straight connection to accounting software platform QuickBooks® Online. The Comdata, Inc.-issued

Management 141

Management Cards Software Online 141

PYMNTS

MAY 26, 2020

The owner/operator of 85 shopping centers in California, Colorado and Illinois said shoppers are returning to recently reopened malls, but they’re not lingering, according to a CNBC report. The heart of our communities [and] shopping centers are small businesspeople.”. But you can access equity markets [and] public debt markets.

California 185

California Colorado Illinois Resources 185

South State Correspondent

MARCH 28, 2024

Below, we outline some considerations to help banks set strategies and tactics, including providing references to help educate your bankers and customers. Seven Basic Strategies After considering the macroeconomic picture, banks should consider setting a strategy to utilize sales and marketing resources more effectively.

America 195

America Strategy Taxes Community 195

Abrigo

APRIL 2, 2020

EFE occurs when a person misuses or takes the assets of a vulnerable adult for his/her own benefit - without the elder’s explicit knowledge or consent depriving the individual of vital financial resources for personal needs taken via forms of deception, false pretenses, coercion, harassment, duress, or threats. learn more.

Fraud 335

Fraud Resources Software Training 335

Abrigo

DECEMBER 8, 2021

Takeaway 2 An in-person or video conference can help FIs facilitate deeper discussions and answer questions as needed. If the board does not understand the Bank Secrecy Act (BSA) and your anti-money laundering (AML) program, they may not fully understand their role, affecting much-needed resources down the road. Board Training.

Training 195

Training Resources Video Compliance 195

Perficient

DECEMBER 16, 2020

Humanity, Courage, Selflessness, Sacrifice, Kindness, Conscious well-being of self and fellow beings, Judicious usage of available resources and more so have become the need of the hour. leading us to think that if only we set our mind to help, the options are a zillion. Quality livestock rearing is a profitable occupation in India.

Resources 508

Resources Groups US Operations 508

PYMNTS

APRIL 28, 2020

As Salzer told PYMNTS, “There have been some significant shifts in consumer demand — and those consumers have been increasingly transacting, and looking for help, across online channels.”. The Permanent Changes. He cited contactless cards and wearable devices as ways and means for consumers to continue to shift away from cash.

Digital Banking 248

Digital Banking Online Fraud Customer Experience 248

Abrigo

JULY 10, 2023

On top of a unique password, here are some other security questions that can help tighten security: Which branch do you frequent? This question can be helpful, but remember that if someone else has access to the client’s online banking account, they may be able to see recent deposit amounts.

Fraud 150

Fraud How To social media Security 150

Perficient

DECEMBER 31, 2020

In our Chicago office, 15 people worked together to help out the Greater Chicago Food Depository by pooling their donations. Since they were unable to help out in person due to the ongoing pandemic, they decided to host a virtual drive instead. Our Chicago team was excited to lend a helping hand. An Inspiring Result.

Chicago 309

Chicago Community Training US 309

PYMNTS

DECEMBER 12, 2019

The company behind QuickBooks , Intuit , announced it is releasing an expanded suite of online payroll offerings to help small to medium-sized businesses (SMBs) automate payroll and tax filing, according to a press release. The suite comes in three options: Core, Premium and Elite. “The

Taxes 179

Taxes Resources Online Course 179

PYMNTS

JUNE 9, 2020

Apple is doubling down on its collaboration with the Centers For Disease Control and Prevention (CDC) to improve the organization’s COVID-19 screening protocol. In March, Apple launched the screening tool and other resources to help the public protect their health during the spread of COVID-19.

Apple 130

Apple Resources Tools Study 130

Perficient

AUGUST 31, 2020

Using visual media, like graphics, gifs, and infographics help publicize your brand, grow your online following, and even influence whether or not you make the sale. To help with this process, we at Perficient have compiled our favorite tips and how-tos for elevating your marketing mix and improving your brand’s visual narrative.

Branding 520

Branding Guidelines social media Exercises 520