Posts Tagged ‘Business Intelligence’

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 […]

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…,” […]

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 […]

Earlier this year, the Office of the Comptroller of the Currency (OCC), the Board of Governors of the Federal Reserve System (Fed), and the Federal Deposit Insurance Corporation (FDIC) unveiled a proposed rule that would reshape the landscape for certain financial institutions. In this article, we delve into the latest developments around the extended comment […]

Imagine you’re running a business and using analytics to make decisions. You have reports, dashboards, data visualizations – all sorts of content that helps you understand what’s happening in your business. This content goes through a life cycle: it’s created, used, updated, and eventually retired. Managing this cycle effectively is crucial to ensure the information […]

This blog was co-authored by Carl Aridas and Joel Thimsen. In the dynamic environment of highly regulated industries like healthcare and financial services, leaders often balance competing goals to delight customers while cutting costs. This has challenged many organizations to better optimize and intelligently automate business processes and experiences. According to The Forrester Wave™: Process […]

AI Insights and Visuals AI has been evolving in many sectors of technology, and the same is being implemented in Power BI to a very good extent. In 2019, there were enhancements in Power BI where more powerful AI features were included, like AI visuals, Text analytics, the inclusion of Azure machine learning models, Image […]

Ready? Set? Snowflake Summit!  Snowflake Summit kicks off the summer season in the heart of Las Vegas, NV at Caesars Palace from June 26th – 29th!   Summit is all about bringing data professionals together to discuss and present new ideas encompassing the ever–evolving data industry.  Learn how to access, build and monetize your data while […]

In just two weeks Perficient leaders are headed to San Francisco to attend Data + AI Summit!  This key conference for the data, analytics, and AI community take places June 26th – 29th in Moscone Center and will attract an estimated 10,000 data professionals from every industry all over the globe.  The conference has something […]

Introduction In today’s competitive business landscape, sales teams face numerous challenges in maximizing their efficiency and productivity. To overcome these obstacles, organizations are turning to advanced technologies to streamline their sales processes and improve customer experiences. One such powerful solution is Coveo for Salesforce, an innovative tool that revolutionizes sales efficiency and empowers sales teams […]

Alteryx: A Comprehensive Overview Alteryx is a leading data analytics platform that helps businesses and organizations of all sizes to turn raw data into actionable insights. This comprehensive platform includes data preparation, blending, and analytics capabilities, along with tools for data governance, collaboration, and automation. Alteryx has gained popularity in recent years due to its […]

In Power BI, Top N and Bottom N are often displayed using a visual level filter and two visuals, respectively. As a result, we can only show one item at a time on top or bottom N. But, if the situation asks for slicer selection to be used to dynamically change how top and bottom […]