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Posts Tagged ‘Financial Services’

Number Crunching Just Got Smarter

Powering AI-Driven Insights and Experiences: A Wealth Management Success Story

Wealth management is evolving rapidly, driven by generational shifts, changing advisor roles, new business models, regulatory demands, and a growing preference for low-cost passive products. In response to these changes, our fintech client partnered with one of the world’s largest financial institutions to develop a next-generation, open-source, front-to-back wealth management platform. This innovative platform aims […]

2024 Forrester Cx landscape The Customer Experience Strategy Consulting Services Landscape, Q2 2024

Perficient Recognized in Forrester’s The Customer Experience Strategy Consulting Services Landscape

In today’s competitive climate, an exceptional customer experience (CX) is no longer a luxury, but rather an essential pillar of business success. Providing a seamless, personalized journey has become the cornerstone of brand loyalty, customer retention, and revenue growth. Customers expect positive omnichannel experiences, and brands that fall short of these expectations will not only […]

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Carolina Cansino Leads with a People-First Mindset

Carolina Cansino has more than 18 years of IT experience, and during that time, she has spent 13 years working in the financial services industry. She is hard-working, caring, collaborative, and always going the extra mile for her clients and colleagues. Carolina is based in Mexico where she contributes to the vibrant and welcoming office […]

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Ensuring Banking Compliance Through Project Management Expertise

A top-leading bank, grappling with business and regulatory challenges, faced scrutiny after failing the Federal Reserve’s annual stress test. Addressing these deficiencies required a comprehensive approach, leading to the establishment of critical programs like the US Bank Holding Company (BHC) regulatory and comprehensive capital analysis and review (CCAR) program. To bolster its capabilities and ensure […]

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Two Perficient Colleagues Quoted in Forrester Report on Emerging Insurance Technologies

Insurers are constantly striving to improve their operations, provide better experiences for customers, and minimize risks. Perficient insurance experts were interviewed for Forrester’s report, “The Top Emerging Technologies In Insurance, 2024,” and discussed technologies expected to emerge in the insurance industry over the next five years, considering them now, and in the short-term, medium-term, and […]

2024 Wealth Asset Management Trends Perficient

6 Emerging Trends in Wealth and Asset Management for 2024

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 […]

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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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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 […]

2024 Banking Trends Perficient

Top 6 Trends for the Banking Industry in 2024

This blog was co-authored by Perficient 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 financial services expert, Scott Albahary, […]

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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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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. Guidance For Institutions This guidance applies to institutions with assets exceeding […]

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