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Management Consulting

Millennials Want to Manage Wealth Relationships Digitally

This morning I got to work and went through my usual routine of catching up on the news online, posting articles on social media, and taking a quick scan of my Facebook feed. One particular Facebook post from one of my younger friends caught my attention. He and his wife recently adopted a child and […]

Money20/20 Highlights – Day 2: Disruption, Convergence and Evolution

Many of Monday’s sessions at Money20/20 focused on the retail and commerce space. From demos of new payment platforms and systems, the use of BLE and beacon technology, the future of gift cards and prepaid to research on consumer shopping behaviors, its evident that the emerging trends and innovations in these areas are spilling over into the financial services and […]

Money20/20: 3 Key Themes to Harnessing Payments Innovation and Regulations

The Perficient team is back in Vegas for another year at Money20/20! Before I jump into discussing a couple of the key themes from the first day of sessions, let me just say that the Money20/20 picked up right where they left off with last year’s show and has added some nice new touches of […]

Mobile Payments: Choose Your Own Adventure

Choose Your Own Adventure? Only if You Have Cash

Life is an adventure and weekends are meant to embrace the new…as long as you are carrying cash. Spending time in the community and randomly stumbling upon fairs or carnivals is one of the great joys of life. But without cash, these joys can quickly turn into frustration. In the past few weeks, I can […]

Upcoming Webinar: Implications of Dodd-Frank on Compensation Management

Four years after the signing of Dodd-Frank, financial services firms have a better understanding of both the challenges and potential benefits for their organization. While financial institutions are starting to get a better grip on Dodd-Frank reforms, one area where regulators are still coming to grips with and finalizing guidelines is incentive compensation. In fact, Section 956 was […]

Apple Aims to Transform Consumers’ Financial Lives

In addition to the iPhone 6, iPhone 6 Plus and Apple Watch unveiled this afternoon, Apple also announced Apple Pay, the long-awaited mobile payments platform, creating quite a buzz in the payments and financial services industry. Apple has taken a leap of faith jumping head-first into contactless payments, biometrics, wearables and tokenization with the new iPhone 6 and […]

Success Factors for Ensuring Compliance with CCAR Programs

Banking organizations continue to face a changing regulatory landscape. Compliance failures can result in stiff financial penalties and reputational damage that can negatively impact an organization. Some bankers may view compliance as a necessary evil. An opposing point of view is that regulatory exercises are an opportunity to achieve organizational growth.  While most organizations are focusing on improving the efficiency, […]

Six Key Things for Delivering Secure Data in Financial Services

While attending a recent Wall Street Technology Association (WSTA) seminar in New York, I participated in a discussion with other members (financial institutions) and service providers around the topic of data security. I think it’s safe to assume that everyone acknowledged the cost of handling a data breach far outweighs the cost of proactively securing data […]

Top 5 Financial Services Technology Trends – June 2014

Trying to stay ahead of the curve when it comes to IT issues is a challenging task. Emerging technology forces in the financial services industry are already impacting business. The convergence of these forces does present challenges; however, it also provides a window of opportunity for financial institutions to elevate business performance and gain a […]

The Evolution of Financial Services Has Already Begun

Today we’re featuring a guest post from Krystle Vermes, marketing manager at Seismic, discussing how financial enterprises and financial advisors must stay ahead of the game with clients. Seismic is a Perficient technology partner and will be joining us on May 20 at 1:00 ET for a webinar, “How to Improve Sales Performance with Next Gen […]

What’s on the Horizon for Content Management in the Industry?

According to both Forrester and Gartner, the enterprise content management (ECM) market shows continued growth. So, what’s on the horizon for content management to better meet the changing demands of financial services companies? What if my marketing department could create up to 500% more sales collateral? How can regulatory compliance workflows for investment product reviews be less of a burden for our relationship […]

4 Global Business Functions You Must Modernize

The financial services industry is in the middle of rampant disruption and it’s only the beginning! The intersection of technology and customer behavior will only continue to drive further change in the industry. To keep pace with this new fast-paced banking environment, traditional banks and financial services companies need to increase business agility, make technology investments […]

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