Skip to main content

Financial Services

Top 10 “Best Of” Financial Services Thought Leadership for 2014

The clock is ticking as we are fast approaching the end of 2014 and are already focused on what’s ahead in 2015. Before we take a jump ahead into the next calendar year, I thought I’d give readers a look back at some of the great content produced this past year. Visit our Thought Leadership section of our website for more great content. Be sure to stay tuned for more posts as we take a sneak peek at the top priorities and industry trends that will position today’s leading firms at the forefront of innovation!

2014 Theme_small













Perficient Financial Services National Practice

Transform for Tomorrow: Navigating New Forces in Financial Services a White Paper by Various Contributors

Building a Customer-Centric Model in Financial Services a Perficient Perspective with Hemant Jaiswal, Director of Wealth Management, Perficient

Investment Product Reengineering: Optimizing Sales Enablement for Asset and Wealth Management Firms a White Paper by David Wiesel and Vince Orzo

Improve Efficiency, Compliance and Productivity Through Finance Transformation in Financial Services a Webinar with Sanjay Balan, Director, Perficient

Success Factors for Ensuring Regulatory Compliance with CCAR/DFAST Programs a Feature Article (original source on Wall Street Technology Association) by Rich Brownstein, Director of Risk and Compliance, Perficient

Overcoming Strategic Challenges of Dodd-Frank a White Paper by Chris Skinner

From the Financial Services Blog

4 Global Business Functions You Must Modernize

Apple Aims to Transform Consumers’ Financial Lives

3 Key Themes to Harness Payments Innovation and Regulation

Millennials Want to Manage Wealth Relationships Digitally

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Elizabeth Dias

Elizabeth Dias is an experienced technology marketing strategist focused on the financial services and retail industry at Perficient. With over nine years of experience as a professional business-to-business (B2B) marketer, Elizabeth is knowledgeable in technology strategies for the financial services industry focusing on mobile banking and payments, data analytics, and enterprise information management. She also closely follows the fintech community as well as tech trends in social and digital, and is also an active blogger and thought leader on Twitter (@techmktggirl).

More from this Author

Follow Us