Co-authored by Perficient’s Wealth and Asset Principal: Gerardo Montemayor Influenced by an array of factors spanning from the transfer of generational wealth to technological progressions, Gerardo Montemayor, Perficient’s Principal in Wealth and Asset Management, has offered valuable insights into the trends poised to reshape the industry in the approaching year. 1. Wealth Transfer As older […]
Posts Tagged ‘Data Analytics and Insights’
CPM Unwrapped: Achieving Operational Excellence Made Simple
Gaining operational excellence through Corporate Performance Management (CPM) involves a strategic approach to managing and optimizing various aspects of your organization’s performance. CPM encompasses processes, methodologies, and software tools that help align business activities with your goals, monitor performance, and make data-driven decisions. Here are some key pointers that will aid you in achieving operational […]