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Financial Services

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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 […]

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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 […]

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Top 6 Trends for the Banking Industry in 2024

This blog was co-authored by Perficient’s Chief Strategist and 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 Chief Strategist […]

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 […]

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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…,” […]

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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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Resolution Plan Submission Period Extended by Key Financial Agencies

In discussions with financial services executives, Perficient consultants consistently explore the extension of the submission deadline for resolution plans among certain large financial institutions with assets exceeding $250 billion. Moving forward, these institutions will need to submit their resolution plans by March 31, 2025. Our Expertise Perficient launched its Risk and Regulatory CoE in October […]

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Driving Innovation: Inside Perficient’s Risk and Regulatory Center of Excellence

Our success at Perficient emanates from the dedication of our team. We take immense pride in recognizing that our committed individuals propel innovation and drive change within our industry. Every voice within our organization holds significance, none more so than Carolyn Lee, a Project Manager (PM) in our Financial Services business unit and a leader […]

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Future-Proofing Financial Services: Rule 3110 Updates Empower Brokers

This post has been updated to reflect FINRA Regulatory Notice 24-02, issued January 23, 2024. The COVID-19 pandemic prompted several unprecedented shifts in society, notably impacting the workplace and necessitating the adoption of innovative technologies that facilitate collaboration and efficiency in a work-from-home (WFH) environment. For brokers, in the financial services sector, remote work became […]

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