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Financial Services

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Financial Services
2024 Financial Services Trends Perficient

Unveiling the Future: Key Trends Shaping Financial Services in 2024

2024 is going to be a transformative year for the financial services sector, marked by technological strides and innovative trends. Perficient’s financial services experts helped to provide valuable insights that unveil a tapestry of trends that will reshape the industry in the upcoming year. Client Retention and Personalization at Scale Financial services institutions are increasingly […]

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Perficient Recognized in Forrester’s Automation Fabric Services Landscape, Q1 2024 Report

In an era where automation plays a pivotal role in reshaping businesses, selecting the right partner for automation fabric services is critical. Forrester’s report, The Automation Fabric Services Landscape, Q1 2024, offers insights into the evolving landscape and recognizes notable providers in the industry. Perficient is listed among these notable providers as a large automation […]

2024 Wealth Asset Management Trends Perficient

6 Emerging Trends in Wealth and Asset Management for 2024

Co-authored by Perficient’s Wealth and Asset Principal: Gerardo Montemayor Influenced by an array of factors spanning from the transfer of generational wealth to technological progressions, Gerardo Montemayor, Perficient’s Principal in Wealth and Asset Management, has offered valuable insights into the trends poised to reshape the industry in the approaching year. 1. Wealth Transfer As older […]

Cyber Security Firewall Interface Protection Concept. Businesswoman Protecting Herself From Cyber Attacks. Personal Data Security And Banking.

5 Tactics to Safeguard Institutions Against Senior-Level Embezzlement 

Protecting financial institutions from the perils of high-level embezzlement requires a proactive approach rooted in ethical conduct and stringent compliance measures. To fortify defenses against such threats, financial entities must implement proactive measures aimed at ensuring ethical conduct and compliance within their organizations.   This blog outlines five key strategies to safeguard your business and mitigate […]

Ai Ethics Or Ai Law Concept. Developing Ai Codes Of Ethics. Compliance, Regulation, Standard , Business Policy And Responsibility For Guarding Against Unintended Bias In Machine Learning Algorithms.

Perficient to Lead Discussion on Bias in AI at ISITC Securities Operations Summit

Perficient is proud to be presenting at the upcoming ISITC Annual Securities Operations Summit, taking place March 24–26 in Boston.   At this thirtieth annual event, participants will engage in discussions about important issues and opportunities, forging the way to a strong future in financial services. The event promises to be jam-packed with informative presentations hosted by leaders […]

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Transforming Treasury Market Regulations

On December 13, 2023, the Securities and Exchange Commission (SEC) made a landmark decision by voting to adopt significant rule changes mandating central clearing of certain secondary market transactions within the U.S. Treasury market. These transactions include repurchases (repos), reverse repurchases (reverse repos) and U.S. Treasury securities. The rule change, one of the most substantial […]

2024 Banking Trends Perficient

Top 6 Trends for the Banking Industry in 2024

This blog was co-authored by Perficient banking expert: Scott Albahary A slowing global economy, coupled with a divergent economic landscape, poses challenges for the banking industry in 2024. Driven by technological advancements, regulatory changes, and shifting consumer preferences, the banking industry must evolve and respond accordingly. As institutions adapt, Perficient’s financial services expert, Scott Albahary, […]

Fireside Chat With Morgan Stanley At Adobe Summit 2024

Morgan Stanley Supercharged Its Customer Journey. Learn How at Adobe Summit 2024!

Adobe Summit 2024 is right around the corner, and we’re excited to sit down with the executive director and head of marketing applications at Morgan Stanley Dorothy Joseph on March 27 at 11:30 A.M PST at The Grand Lux Café in The Palazzo. Perficient’s Jay Jackson, director of Adobe Digital Marketing and CDP, will host […]

Life Insurance Concept.

Perficient Interviewed for Forrester: The Future Of Insurance

With new risks, shifting market dynamics, and the unstoppable march of technology, the insurance industry finds itself at a crossroads. The imperative for transformation has never been clearer, and this is highlighted in Forrester’s report, The Future Of Insurance. Embracing Change The report states, “The business of insurance is in a heightened state of transformation…,” […]

2024 Insurance Trends Perficient

5 Trends Shaping the Insurance Industry in 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. Let’s explore the key trends reshaping the insurance landscape and how they are set to redefine the industry’s future. 1. Platform Modernization: Enhancing Efficiency […]

What To Consider Before Leaping Into Microservices

Tutorial 02 – Spring Cloud – Netflix Eureka Server

You may learn microservices in-depth from beginner to expert in this set of tutorials. click here for previous blog: – Tutorial 01 – Microservices Architectural Design by using Spring Boot Introduction: – Netflix Eureka Server – To enable discovery and communication between microservices, it is necessary to register or publish the microservice with the R&D […]

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NYSDFS Part 500 Cyber Amendments Finalized: What You Need to Know

This blog was co-authored by Perficient Risk and Regulatory CoE Member: Alicia Lawrence The announcement of significant amendments to the New York State Department of Financial Services (NYSDFS) regulations on December 1, 2023, represents a pivotal moment for entities operating within New York’s financial sector. The NYSDFS Part 500 amendments signal a crucial shift in […]

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