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The Most Important Thing in Consulting: People, People, People

Our Perficient colleagues share how they live and breathe our core values. Here, John DeSue, general manager of delivery excellence for our Microsoft business unit, writes about the importance people have on building a successful company and workplace. “Location, location, location.” A decades-old real estate adage about the importance of a property’s location to its […]

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Spurring Growth Initiatives Through Tax Reform in Insurance

Recent months have seen many discussions and questions about tax reform and its impact on the industry as a whole. The introduction of lower corporate tax rates in the U.S. has created a jubilant atmosphere, as the rates are generally expected to boost earnings and investments for many insurers. Companies including Aflac, MetLife, Travelers, and […]

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SEC Investment Company Reporting Modernization Support

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Chances are you have started a compliance program. However, we can help you understand your gaps, including areas where you need immediate action and longer-term changes to support the program. […]

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Enabling Key Stakeholders in the Insurance Industry

Ensuring that agents and brokers have the best tools to evaluate and close opportunities can be a real differentiator for insurance companies. For example, many companies wish to invest in solutions that effectively automate and improve underwriting, as such solutions can help remove human bias, increase the lendable pool of consumers, and reduce response times. […]

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SEC Investment Company Reporting Modernization Program Challenges

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the challenges you can expect when developing a response program. Expect challenges in various areas: Data Availability: All required data elements may not be available internally. […]

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Attracting and Cultivating Customers in the Insurance Industry

Attracting new customers and cultivating existing relationships by building a great customer experience is a certainly a recipe for growth and profitability. When speaking of customer experience, one typically thinks of the technology customers interact with, be it a website or a mobile app. Customer experience encompasses the features, functionality, and benefits provided to customers […]

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SEC Investment Company Reporting Modernization Foundational Work

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

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Investing in Technology Across the Board in Insurance

Technology investment is an essential component of most strategic growth and operational efficiency initiatives. Technology comes in two parts. There’s the front-end technology that customers experience. There’s also the back-end technology that other stakeholders (i.e., agents, brokers, underwriters) leverage, enabling the company to effectively facilitate relationship-building. But equally important is technology that sits in corporate […]

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SEC Investment Company Reporting Modernization Deadlines

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

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Expanding Through M&A in the Insurance Industry

M&A is always on the table, as it can provide quicker access to more customers through geographic expansion, as well as new business lines and capabilities. It’s also a way to reinforce a company’s innovation strategy. Zurich’s acquisition of Bright Box, a company which provides telematics solutions “that link drivers to their vehicles, and the […]

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Investment Company Reporting Modernization Goals & Expectations

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

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Embracing Strategic Initiatives in the Insurance Industry

Today, insurance companies remain heavily focused on growth, productivity, and efficiency. That is, how can they generate more revenue and increase profitability? How can they get a bigger piece of the pie in a market that offers customers so many options? How can they create more value for shareholders? The answers to these big questions […]

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[Guide] SEC Investment Company Reporting Modernization

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

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Transforming With Optimism in the Insurance Industry

Mario Greco, CEO of Zurich Insurance Group, one of the world’s largest insurance companies, sat down with CNBC following the release of the company’s Q4 2017 earnings. He shared his views on how the industry is doing as a whole, as well as how Zurich is maintaining its leadership position in such a competitive environment. […]

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[Guide] 2018 State of the Insurance Industry

Creating value for customers, employees, partners, and shareholders has always been the core objective of insurance companies. Today, the only difference is that stakeholder expectations are evolving faster because of technical innovation. While expectations are increasing, it is becoming more challenging to establish and retain relationships, and grow at more profitable levels. Our new guide […]

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Oil & Gas Transformation Initiatives Enable Efficiency

While innovation thrives and regulatory obstacles persist, energy companies must remain diligent in setting and meeting their business and enterprise priorities so they stay competitive. For example, although “the average number of new oil and gas developments given the go-ahead globally has fallen from 35 a year between 2010 and 2014 to just 12 since […]

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Oil & Gas Transformation Initiatives Enable Efficiency

While innovation thrives and regulatory obstacles persist, energy companies must remain diligent in setting and meeting their business and enterprise priorities so they stay competitive. For example, although “the average number of new oil and gas developments given the go-ahead globally has fallen from 35 a year between 2010 and 2014 to just 12 since […]

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Energy Industry Needs Fewer Counterproductive Regulations

While the industry is seeing much innovation, and while energy companies are doing positive work in communities and around the world, there is no question that the industry still faces several serious challenges. The industry needs fewer counterproductive industry regulations and, instead, better policies that leverage free trade and support innovation. Free trade can lead […]

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Energy Companies Embrace Philanthropy

Philanthropy remains incredibly important to energy companies, which made financial donations in the wake of horrific events, such as the hurricanes in Texas and Florida and fires in California, in 2017. As of August 2017, ExxonMobil had made a “financial commitment for Harvey relief to up to $9.5 million.” Money is also being sent to […]

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Oil & Gas Companies with Ethical Operations Outperform Peers

A recent Financial Times article highlighted a report which found that oil and gas companies with more ethical operations are more profitable and valued than their competitors. According to the report, “For oil and gas companies, the valuation premium was almost a fifth for those that combat corruption, have better health and safety processes or […]

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