Perficient

JULY 2, 2020

I recently delivered a webinar , in which I discussed the CTMS migration approaches taken across several case studies. Welcome everyone to today’s webinar on Preparing for your Oracle, Medidata, and Veeva CTMS Migration project. You’ll come away with an understanding of: Pros and cons of each CTMS migration method.

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Study System Data Training 332

Abrigo

DECEMBER 8, 2015

Looking back at 2015, the Sageworks valuation team hosted and attended webinars across a variety of topics from marketing a practice to finding the bias in a valuation. Each of the webinars listed below is available on demand to watch at no cost. In this article, we highlight some of our favorite webinars from the year.

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social media Leadership Meeting Resources 150

Perficient

OCTOBER 2, 2020

Recently, IDC Research Director Gary Chen and Perficient’s Victor Wolters, Enterprise Strategist, presented a webinar that discussed application modernization, containers, and the value of Red Hat OpenShift on AWS. Webinar Transcript. There’s massive excitement about this technology and a lot of use cases.

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Software Technology Tools Groups 332

Abrigo

MAY 24, 2024

Takeaway 2 It's important to review resources on how to prepare for FedNow and also look internally to create a plan for your unique financial institution. Stay informed The Federal Reserve and various industry groups offer numerous educational resources on the FedNow Service. Customize your FedNow plans Customization is key.

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How To Fraud Resources Georgia 243

Abrigo

MAY 8, 2024

You might also like this webinar, "The check's in the mail: Understanding and preventing check fraud." WATCH Takeaway 1 Understanding generative AI and how peers are using AI and genAI helps financial institution leaders and management vet the technology and related risks. Read resources provided here to see what they're saying.

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Examples Fraud Resources Risk Management 221

Abrigo

OCTOBER 10, 2023

Review the 2023 Loan Review Survey results with experts and get their take on emerging trends and best practices register for Webinar Takeaway 1 Effective loan review requires experienced staff, well-organized outsourcing, or a combination of the two. Learn what other banks are doing to manage.

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Training Survey Resources Software 195

Abrigo

OCTOBER 10, 2023

Review the 2023 Loan Review Survey results with experts and get their take on emerging trends and best practices register for Webinar Takeaway 1 Effective loan review requires experienced staff, well-organized outsourcing, or a combination of the two. Learn what other banks are doing to manage.

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Training Survey Resources Software 195

Abrigo

OCTOBER 19, 2023

Launched to provide resources Cybersecurity Awareness Month was launched in 2004 by the National Cybersecurity Alliance (NCA) and the U.S. Department of Homeland Security (DHS) as a collaborative effort between government and industry to ensure every American has the resources they need to protect themselves from cyber threats.

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Online Security Resources Training 221

Abrigo

FEBRUARY 8, 2024

Takeaway 3 Numerous resources can help banks and credit unions offer training on fraud to help customers or members recognize scams and avoid theft. Fraud schemes, evolving with technology, are more sophisticated and more complex to detect. Fraudsters have adjusted their tactics as technology has changed.

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Fraud Resources social media Software 195

Abrigo

SEPTEMBER 11, 2023

You might also like this webinar, "Banking as a service: Objectives, opportunities, and obstacles." DOWNLOAD Takeaway 1 With generative AI technology improving by the day, the question is not if the banking industry will utilize it, but when. Learn how technology helped a financial institution during uncertain times.

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Perficient

AUGUST 14, 2020

I recently spoke at a webinar with Chris Barber in a webinar titled “Teams Governance & Automation.” More than ever before there are so many tools and resources to show one how to gain control and empower the business in areas like adoption and governance. Key Resources for Teams App Platform Deployment & Governance.

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Resources Tools Innovation Community 360

Abrigo

FEBRUARY 6, 2024

You might also like this on-demand webinar explaining how fraudsters use checks to their advantage. Yet despite warnings about the high prevalence and high costs of check fraud, many banks and credit unions operate without systematic fraud prevention programs or lack the technology to combat check fraud.

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Abrigo

FEBRUARY 22, 2024

You might also like this upcoming webinar on Homeland Security fraud investigations. Despite this alarming trend, many institutions cite resourcing and the capacity of their fraud team as the main hurdles keeping them from prioritizing check fraud defense. Read on for cutting-edge prevention methods.

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Abrigo

DECEMBER 5, 2023

You might also like this resource: "Building a strong future: Succession planning strategies for you AML program." Watch webinar Takeaway 1 BSA Officers are the frontline defenders against financial crimes in banking institutions, and hiring the proper skill set for each BSA position is critical.

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Training Compliance Regulation Software 221

Abrigo

AUGUST 7, 2023

Get more tips for managing the AML program from this webinar: "Conquering BSA challenges: Best practices for managing a successful AML program" DOWNLOAD Takeaway 1 A safe and sound financial institution is adequately staffed, but when staffing needs arise, it can be challenging to bridge the gaps.

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Training Fraud Leadership Resources 195

Abrigo

MAY 24, 2016

Did you know that many of the daily maintenance and management activities in your firm can be handled more effectively with technology? And while the word “technology” itself sometimes sounds like a daunting challenge, good technologies are actually designed with the end user in mind -- and that means you, and not just the IT technician.

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Technology social media Software Leadership 150

Abrigo

DECEMBER 28, 2016

Aside from the accounting firm’s staff, technology likely represents the area where a firm has made its biggest investments over the years, so it makes sense that technology considerations should be included in discussions about possible mergers or acquisitions. Whitman, CPA, president and CEO of Whitman Business Advisors LLC.

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Abrigo

DECEMBER 22, 2023

Abrigo, a leading technology provider of software solutions for financial institutions, published more than 30 risk management articles on its industry-focused blog in 2023. If you’d like to know about the latest resources as they are released, sign up for the FinCrime email newsletter.

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Perficient

JUNE 11, 2020

Clinical One was designed and built from the ground up using the most sophisticated technology stack currently available, both hardware and software. We’d like to invite those interested in learning more about Clinical One to attend several virtual webinars. The result is an incredibly powerful solution with very few issues.

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System Software Data Resources 332

Banking 2020

OCTOBER 8, 2014

As consumer preferences are changing as quickly as technology, it’s a challenge for financial institutions to keep up. Outdated business models and limited resources could spell missed revenue potential. You can register for the webinar by clicking the image below. How are you keeping up with your evolving customers’ needs?

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Strategy Resources Tools Innovation 97

Perficient

JUNE 12, 2020

What skills and resources do you need to build an organizational model that supports digital maturity? If your brand is taking the steps to mature, it might be that a centralized model starts with a small team with a plan to secure additional resources over time. Becoming a digitally mature company is a vital piece to success.

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Resources Case Study Strategy Groups 309

CFPB Monitor

JULY 22, 2016

On July 13, 2016, the FFIEC and HUD published the following resources: filing instructions for HMDA data collected in 2017; filing instructions for HMDA collected in 2018; technology preview of the HMDA Platform ; and frequently asked questions. These resources can be found on the CFPB website and on the FFIEC website.

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Resources Data Lending Regulation 60

Abrigo

SEPTEMBER 13, 2022

How to balance AML priorities Transaction monitoring is a critical component of a strong BSA program and a risk-based approach will allow for the best use of valuable resources. . An institution’s risk assessment should guide the dividing of resources. . Get more BSA training on the latest fraud trends with this webinar.

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Software Resources Training Compliance 195

Abrigo

SEPTEMBER 26, 2017

A major concern surrounding technology expenditures is whether the investments will generate a return for the accounting practice. However, identifying the return on investment begins with ascertaining which everyday challenges can be addressed with technology. The end result?

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Technology eBook Taxes Meeting 150

Abrigo

OCTOBER 4, 2017

Marr’s views echo those of other accounting and advisory thought leaders who recommend using technology solutions to handle routine tasks in order to free up time for helping business owners solve more complex, big-picture challenges.

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Technology eBook Analytics Big Data 150

Abrigo

JULY 14, 2015

Companies across the globe ask themselves the same question: Is adopting new technology worth it? Perhaps the key difference between 20th century technology decisions and 21st decisions is the abundance of technology change that is occurring on a regular basis now. Video chat technology like Skype and Join.me

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Technology social media Video Software 150

Abrigo

DECEMBER 22, 2023

You might also like this resource, Abrigo's "2022 Loan Review Benchmark Survey Results." Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. Abrigo's blog covered these and other subjects in 35 credit and lending-specific posts this year.

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Insights on Business

JUNE 4, 2019

Digital technology has no doubt, over the last decade, revolutionized and completely transformed customer behavior as well as redefined how businesses interact with their customers. Technological advancements have impacted almost every profession and it hasn’t left the sales world behind.

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Technology social media Management Groups 105

Abrigo

JULY 10, 2023

Get more tips for managing the AML program from this webinar: "Conquering BSA challenges: Best practices for managing a successful AML program" DOWNLOAD Takeaway 1 AI can enhance our efficiency, but financial institutions must be on guard against AI fraud. Here are several suggestions for tightening security.

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Fraud How To social media Security 150

Abrigo

DECEMBER 28, 2022

You might also like this list of the year's top resources for FinCrime professionals. Abrigo, a leading technology provider of software solutions for financial institutions, published more than 85 unique articles on its industry-focused blog in 2022. A lack of understanding, in turn, can affect much-needed resources.

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Fraud Training Compliance Regulation 195

Abrigo

JUNE 23, 2020

As most operations have shifted to a digital-first world due to the coronavirus pandemic, institutions have had to adjust and adapt new technologies to stay competitive and thrive during these times. At Abrigo, we understand that making an investment in software is a serious decision that can take ample resources. from time-to-time.

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Software Community Fraud Resources 195

Abrigo

DECEMBER 13, 2023

You might also like this resource: "AML investigations checklist: Red flags for detecting money laundering." Watch webinar Takeaway 1 False positives within a suspicious activity monitoring program can be frustrating. The documentation generated during ATL/BTL testing is a valuable resource during regulatory examinations and audits.

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Training Fraud Software Regulation 221

Abrigo

SEPTEMBER 6, 2023

In addition, fraud has significant resource implications for financial institutions. And despite the rise in technologies or the innovation of new payment systems, check fraud continues to rank in the top three types of financial fraud.

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Fraud Trends Training System 195

Abrigo

MARCH 3, 2022

By leveraging their strengths in relationship lending and their access to technology in order to grow the small business loan portfolio profitably. CFIs are poised to regain the small business lending market Community Financial Institutions can leverage technology to improve customer experience and regain the small business lending market.

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Independent Banker

JULY 30, 2015

Community Banker University offers educational opportunities through live, in-person seminars and webinars, publications, audio conferences, self-study programs and videos. That includes in-depth online courses as well as webinars and audio conferences on targeted topics. Community Banker University. Community Banking Live.

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Resources Tools Community Bank Conference 70

Abrigo

JULY 9, 2021

It's important to consider hidden costs, like time and resources, associated with multi-vendor relationships. Takeaway 2 The risk of hidden financial costs increases with multiple vendors, as does the risk of incompatibility between the technology. Assess the full cost of your software investment. Keep this to 4 lines max.

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Management Resources Lending Training 195

Abrigo

FEBRUARY 14, 2023

Abrigo has been closely tracking the development of the CFPB’s requirements to collect and report small business loan data, and its team of product and compliance experts attends all relevant webinars and calls with the CFPB. Visit CFPB 1071 resources for lenders for more on data collection requirements for small business lending.

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Data Lending Compliance Resources 195