Perficient Digital Transformation

FEBRUARY 22, 2023

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3. Banks are using AI to analyze large amounts of data, make predictions, and automate complex processes.

Banking 111

Banking Automation Robotics Process Automation Reduced Costs 111

Forrester Digital Transformation

NOVEMBER 2, 2021

Each year, my colleague Andrew Hogan and I review mobile websites of top US banks to understand how effectively banks are meeting customers’ expectations, when it comes to finding, researching, and applying for a checking account. We review functionality and observe users as they try to complete their tasks.

Banking 130

Banking Research Accounting 130

Everest Group

MARCH 11, 2024

Cloud service providers are vital partners in helping Banking and Financial Services (BFS) institutions build robust systems for cloud migration and exit strategies to maneuver complex regulatory and operational environments. Major banks have spearheaded the charge towards cloud portability by embracing technologies that allow flexibility.

Banking 147

Banking Service Regulations Flexibility 147

McKinsey & Company

JANUARY 9, 2024

As US regulators consider a decision on open banking, account-to-account (A2A) payments face challenges in a card-dominated market but also have some promising use cases.

Banking 132

Banking Regulations Accounting Marketing 132

Everest Group

MARCH 16, 2023

With the recent banking implosion, the global financial services industry , technology companies, and service providers will be hit in different ways. Let’s explore the reverberations of these concerning banking trends. We believe this will start a domino effect impacting banking regulations, profitability, and technology spend.

Banking 130

Banking Service Right-Sizing Risk Management 130

Planergy Software

MARCH 24, 2025

Modern Spend Management and Accounts Payable software. Accounting is a pivotal part of day-to-day school operations. Accounting software is a vital tool that helps institutions streamline financial management , maintain regulatory compliance, and improve accountability. What's PLANERGY?

Accounting 52

Accounting Software Payroll Administrative 52

Forrester Digital Transformation

MAY 11, 2022

In the past three years, eight virtual banks have started operations in Hong Kong and have achieved early results in customer acquisition. Some of these results were also echoed in Forrester’s survey data from the past year: 44% of Hong Kongers opened a virtual bank account in the first six months in 2021, for example. […].

Banking 130

Banking Accounting 130

Everest Group

FEBRUARY 26, 2024

This deal holds the potential to significantly impact the banking and financial services (BFS) IT services market and providers. If the Capital One merger clears antitrust regulations, the combined entity would become the sixth-largest US bank by assets and a leading card issuer and network provider for the US payments market.

Banking 147

Banking Risk Management Risk Management Marketing 147

Perficient Digital Transformation

JANUARY 25, 2023

2023 has commenced, and rates are climbing, inflation is bubbling, and banking customers are continuing to demand hyper-personalized products and experiences from their institutions. Here are five banking trends we’re forecasting for the new year. Three prominent areas where there is a strong desire to optimize: Data.

Banking 111

Banking Sales Design Insurance 111

Everest Group

FEBRUARY 21, 2022

With their growing maturity, Global Business Services (GBS) organizations in Banking and Financial Services (BFS) have taken on critical roles in the data value chain. To learn how banking GBS organizations have evolved to become best-in-class partners supporting enterprise data transformation and the key attributes they now possess, read on.

Banking 130

Banking Analytics Finance Engineering 130

Everest Group

APRIL 3, 2023

Finance and Accounting VIEW THE FULL REPORT

Finance 130

Finance Accounting Marketing Banking 130

Everest Group

MARCH 23, 2023

The report will assist key stakeholders, such as banks, financial institutions, and providers, in understanding the current capital markets service provider landscape and making informed sourcing and partnership decisions.

Marketing 246

Marketing Robotics Process Automation Service Insurance 246

Automation Anywhere

JULY 13, 2022

As more fintechs enter the market and consumer preferences shift, traditional retail banks face significant challenges in attracting and holding customers while remaining profitable. Recently, my company, Bain & Company, surveyed retail banks. Recently, my company, Bain & Company, surveyed retail banks.

Banking 96

Banking Retail Automation Robotics Process Automation 96

inDinero

DECEMBER 13, 2021

One of the most critical aspects of running your own business is accounting. That’s why 71% of businesses rely on outsourced accounting to help them track their financial data. However, even with an accountant, you still need a way to keep records. However, even with an accountant, you still need a way to keep records.

Accounting 105

Accounting Software Inventory Management Data Entry 105

inDinero

OCTOBER 2, 2024

The equity accounting formula is a crucial aspect of financial reporting that provides insights into a company’s net worth and financial health. This guide offers a comprehensive overview of equity accounting, from basic principles to advanced applications, catering to beginners and experienced financial professionals.

Accounting 104

Accounting Marketing Retail Regulations 104

Forrester Digital Transformation

NOVEMBER 3, 2021

Each year, my colleague Andrew Hogan and I review mobile websites of top Canadian banks to understand how effectively banks are meeting customers’ expectations, specifically when it comes to finding, researching, and applying for a chequing account. We review functionality and observe users as they try to complete their goals.

Banking 100

Banking Research Accounting 100

Everest Group

JANUARY 24, 2025

FNZ recently collaborated with leading banks to offer ESG-compliant investment portfolios, highlighting its innovative approach, while SEIs partnership with boutique wealth firms underscores its flexibility in catering to diverse client needs. Intellect Design Arena and GBST leverage innovative solutions to address specific market challenges.

Advisory 130

Advisory Management Banking Government 130

inDinero

JANUARY 22, 2024

Terms like “deferred revenue” can confuse non-accountants, but the concept is easy enough. Deferred revenue refers to when customers pay upfront for products or services they will receive later while your accountant recognizes that income over time rather than all at once. Why Use Deferred Revenue Reporting Over Cash Accounting?

Accounting 104

Accounting Insurance Banking Service 104

Redial

JULY 13, 2023

Is no news that the banking and finance industry ae facing some constant needs to adapt and continue to offer modern solutions. Staying ahead of the curve is crucial for banks and financial institutions to remain competitive, as clients, rightfully so, don’t forgive bad experiences, especially in terms of their money.

Banking 100

Banking Cybersecurity Advisory Nearshoring 100

Everest Group

OCTOBER 26, 2022

Top Finance and Accounting Outsourcing Services The global multi-process Finance and Accounting Outsourcing (FAO) market has continued to grow at a steady rate of approximately 10% in 2022. Our Thinking. Market Insights™ F&A Operations Transformation – an Illustrative Example for an Insurance Company.

Finance 130

Finance Accounting Outsourcing Service 130

Everest Group

MARCH 23, 2023

The report will assist key stakeholders, such as banks, financial institutions, and providers, in understanding the current capital markets service provider landscape and making informed sourcing and partnership decisions.

Marketing 217

Marketing Robotics Process Automation Service Insurance 217

Invedus

JUNE 2, 2023

Real estate accounting is an important practice of organizing and understanding finances of a real estate company. Amidst all this, an important factor is that every property manager should know how to manage accounting through the best software in the market. Real estate accounting software 1.

Accounting 98

Accounting Software Finance Payroll 98

Everest Group

DECEMBER 14, 2022

Looking back at the downturn in 2008, new FinTech trends emerged, including personal finance management (PFM), insurance aggregators and marketplace, robo-advisors, crowdfunding, challenger/neo/digital-only banks, and cryptocurrencies. space to the retirement market by offering Individual Retirement Account (IRA) platforms.

Banking 182

Banking Insurance Finance Advisory 182

Everest Group

JANUARY 27, 2022

Everest Group projects that the finance and accounting outsourcing (FAO) market will grow significantly (up to 10% year-on-year) in 2022, because enterprises are demonstrating an openness toward expanding their scope of services with third-party service providers.

Finance 130

Finance Accounting Outsourcing Retail 130

Microsourcing

AUGUST 5, 2021

When COVID-19 quickly evolved from an emerging disease in China in late 2019 to a full-blown global pandemic a few months later, the banking and finance industry could have been forgiven for thinking: “Here we go again.”

Finance 98

Finance Banking MicroSourcing Accounting 98

Magellan Solutions

AUGUST 6, 2023

The finance and accounting world is undergoing a technological revolution. As a business owner with an accounting practice, you can use Artificial Intelligence advances to transform your work processes. We’ll explore how AI tools can benefit the finance and accounting industry.

Accounting 98

Accounting Finance Data Entry Out-Tasking 98

Magellan Solutions

OCTOBER 4, 2021

If you are thinking that accounting receivable services are a waste of resources, think again. Accounting is one of the most important services in any organization, large or small. Businesses are frequently required to spend a significant amount of money on the accounting department. What is Accounting Receivable ?

Accounting 97

Accounting Service BPO Call Center 97

V-Soft Consulting

JUNE 1, 2023

Robotic process automation (RPA) has emerged as a crucial tool in the finance and accounting sector, playing a strategic role in streamlining operations. With RPA, companies can transform their finance and accounting on a different level.

Finance 98

Finance Accounting Robotics Process Automation Streamline Operations 98

Everest Group

MAY 22, 2024

Take the example of banking, financial services, and insurance (BFSI). On the other hand, we are seeing signs of tech spend pickups by banks. For example, tech and comms spend by major banks is on the rise, and small deals are picking up in BFSI, as evidenced by small service providers’ performances in this segment.

Service 173

Service Banking Right-Sizing Research 173

Hyland

JANUARY 20, 2023

Chris has more than 20 years of experience in bank management, with a focus on mortgage lending, commercial lending and retail banking. At Hyland, Chris leverages that wealth of knowledge to help banks and credit unions address pain points and achieve their objectives. Most banks don’t have time or resources to waste.

Banking 84

Banking Robotics Process Automation Retail Out-Tasking 84

Everest Group

MARCH 7, 2025

This means AI’s projected emissions could account for roughly 1% to 4% of current global CO emissions, and with gen AI being an integral part of AI ecosystem, we can expect it to have a significant share in these emissions. The World Economic Forum estimates that AI could contribute to between 0.4

Regulations 130

Regulations Co-Sourcing Manufacturing Government 130

Everest Group

SEPTEMBER 11, 2024

The study will assist key stakeholders, such as banks, lenders, financial institutions, service providers, and technology providers, to understand the the lending operations service provider market’s current state.

Service 130

Service Human Resources Banking Sourcing 130

Future of Digital Sourcing Outsourcing

OCTOBER 14, 2022

Learn more the team at Bank of Montreal and their third-party management strategy with their Armored Car innovations. The banking landscape in North America is occupied by institutions that succeed or fail based on tiny advantages or disadvantages over their peers.

Banking 81

Banking Management Sourcing Administrative 81

Groove Technology

FEBRUARY 4, 2025

Team Accountability Less accountability, as the staff might be temporary and less aligned with long-term goals. High accountability; the team is committed solely to the clients project. Java : Powering high-performance solutions in banking, e-commerce, and cross-platform applications.

Software 130

Software E-Commerce Outsourcing Reduced Overhead 130

inDinero

MARCH 6, 2025

Were a Y Combinator backed accounting, tax, and CFO advisory firm that has helped dozens of startups over the years. By reducing risk, the SBA incentivizes banks to finance businesses that may be considered too dangerous under traditional standards. We handle the numbers so you can focus on growth.

Finance 59

Finance Co-Sourcing Banking Right-Sizing 59

Perficient Digital Transformation

JANUARY 24, 2023

In this blog, we will look at how a non-banking company can offer bank-like perks to its clients and workers. When a non-financial firm offers embedded banking, they offer a branded checking account to hold funds and make payments for the betterment of the company and its clients or workers.

Finance 111

Finance Banking Accounting Design 111

Everest Group

FEBRUARY 2, 2023

With the advent of chatbots reaching human-like sentience and mannerisms, and banks being at the forefront of adopting conversational Artificial Intelligence (AI ), the question arises whether ChatGPT threatens the likes of Google, other AI platforms, and the non-critical workforce in the technology and services industries.

Banking 130

Banking Out-Tasking Insurance Engineering 130