Everest Group

OCTOBER 4, 2024

What does it mean for the banking and financial services industry? Agentic AI is a transformative force driving exponential growth for banks by revolutionizing customer engagement, decision-making, and operational efficiency. Which technology providers are riding the agentic AI wave already?

Banking 52

Banking Out-Tasking Service Automation 52

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. These approaches promise to ignite technological innovation.

Banking 59

Banking Service Regulations Flexibility 59

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. Contact one of our financial services experts today.

Banking 111

Banking Sales Insurance Design 111

Everest Group

JULY 17, 2023

Banking Operations – Services PEAK Matrix® Assessment The banking operations market has become relatively consolidated at the top, with the leading participants capturing a larger share of the market. Additionally, specialists have entered specific banking segments.

Banking 52

Banking Service Advisory Finance 52

Perficient Digital Transformation

AUGUST 4, 2024

In today’s rapidly evolving digital landscape, financial services organizations are increasingly relying on cutting-edge technologies to stay competitive and deliver exceptional services to their clients. Streamlined Business Processes Automation is a key benefit of Azure Integration Services.

Service 110

Service Banking Risk Management Risk Management 110

Perficient Digital Transformation

NOVEMBER 21, 2024

The impacts of AI on consumers, banks, nonbank financial institutions, and the financial system’s stability are all concerns to be investigated and potentially addressed by regulators. Fairness Financial services firms are responsible for ensuring that GenAI models produce objective, consistent, ethical, and fair outcomes for customers.

Regulations 52

Regulations Service Banking Government 52

Perficient Digital Transformation

APRIL 8, 2024

A top-leading bank, grappling with business and regulatory challenges, faced scrutiny after failing the Federal Reserve’s annual stress test. To bolster its capabilities and ensure compliance, the bank sought assistance from Perficient in delivering exceptional project and program management services to tackle their significant hurdles.

Banking 52

Banking Management Risk Management Risk Management 52

Everest Group

NOVEMBER 22, 2024

Ronak Doshi, partner at Everest Group, said: “BFSI enterprises value technology that helps drive velocity of change, while ensuring resiliency and cost efficiency of their business. Everest Group’s Leading 50 reports spotlight the top 50 technology providers across industries, based on proprietary analysis and direct provider data.

Insurance 52

Insurance Banking Retail Research 52

Automation Anywhere

APRIL 27, 2022

The lines between banks and banking are blurring more and more. From credit cards to lending, trading products to cryptocurrency, fintechs are now providing sophisticated apps and tools to consumers who are demanding omnichannel services, low to no fees, and 24x7 on-demand customer service.

Banking 98

Banking Robotics Process Automation Automation Efficiency 98

Automation Anywhere

JULY 13, 2022

The company advises business leaders on strategy, marketing, organization, operations, IT, and M&A across industries, including financial services. As more fintechs enter the market and consumer preferences shift, traditional retail banks face significant challenges in attracting and holding customers while remaining profitable.

Banking 96

Banking Retail Automation Robotics Process Automation 96

IBM Services

FEBRUARY 1, 2024

More prominently, central bank digital currencies (CBDCs) have come to offer digital forms of central bank money, while tokenized deposits tokenize the lifecycle of commercial bank money in both the retail and wholesale context. What are central bank digital currencies? Payment transaction privacy is also important.

Banking 97

Banking Retail Regulations Research 97

Hyland

FEBRUARY 2, 2023

Today’s consumers demand fast and efficient digital channels to conduct financial transactions. How can banks and credit unions keep up with the increased demand? BAI , a nonprofit that provides research, training and thought leadership in financial services, recently discussed key industry trends with Steve Comer.

Banking 91

Banking Automation Robotics Process Automation Retail 91

Auxis

OCTOBER 14, 2022

Headquartered in Virginia with roots that trace back to 1902, our client is a publicly traded banking corporation with 230+ branches and ATMs located throughout Virginia, Maryland, and North Carolina. It also offers wealth management services like financial and retirement planning.??.

Banking 52

Banking Efficiency Automation Accounting 52

Auxis

OCTOBER 13, 2022

Headquartered in Virginia with roots that trace back to 1902, our client is a publicly traded banking corporation with 230+ branches and ATMs located throughout Virginia, Maryland, and North Carolina. It also offers wealth management services like financial and retirement planning.??.

Banking 52

Banking Efficiency Automation Accounting 52

Perficient Digital Transformation

APRIL 20, 2023

The Landscape According to Forbes Advisor: 2022 Digital Banking Survey , as of 2022, 78% of adults in the U.S. prefer to bank via a mobile app or website. blockchain​, digital wallets​, money center banks​, emerging payment solutions, digital lending​, economic turmoil​, and fintech disintermediation).

Banking 69

Banking Marketing Research Design 69

Perficient Digital Transformation

OCTOBER 30, 2024

The impacts of AI on consumers, banks, nonbank financial institutions, and the financial system’s stability are all concerns to be investigated and potentially addressed by regulators.

Regulations 52

Regulations Service Banking Advisory 52

Perficient Digital Transformation

NOVEMBER 1, 2023

Intelligent automation and generative AI can unlock tremendous value for financial services leaders who want to optimize experiences and reduce costs. Perficient was honored to participate in the inaugural Banking, Financial Services, and Insurance (BFSI) event hosted by Kofax.

Insurance 59

Insurance Banking Robotics Process Automation Service 59

Magellan Solutions

FEBRUARY 2, 2024

Invoice data entry services are vital for any business. Keep reading as we explore the ins and outs of invoice data entry services and analyze strategies businesses can leverage to enhance efficiency. And with plans scaled for any business size, going digital won’t break the bank. The end result? TALK TO US!

Data Entry 52

Data Entry Accounting Efficiency Service 52

IBM Business Partners

AUGUST 17, 2023

The introduction of Central Bank Digital Currency (CBDC) has added a new dimension to blockchain technology that transforms the future of payments for businesses and individuals. Some time ago, banks and governments started shifting their attention towards using digital assets in their operations and economies.

Banking 70

Banking E-Commerce Supply Chain Management Government 70

Hyland

JANUARY 20, 2023

To get a better sense of where things stand at the start of the year, we turned to Chris Sims , Hyland’s Industry Consultant for Financial Services. Chris has more than 20 years of experience in bank management, with a focus on mortgage lending, commercial lending and retail banking. The market is extremely competitive.

Banking 84

Banking Robotics Process Automation Retail Out-Tasking 84

Everest Group

FEBRUARY 26, 2024

billion acquisition of Discover Financial Services would combine two of the largest credit card companies, creating the most dominant US credit card firm. This deal holds the potential to significantly impact the banking and financial services (BFS) IT services market and providers. Capital One’s planned US$35.3

Banking 59

Banking Risk Management Risk Management Marketing 59

Perficient Digital Transformation

NOVEMBER 1, 2024

The impacts of AI on consumers, banks, nonbank financial institutions, and the financial system’s stability are all concerns to be investigated and potentially addressed by regulators. Among other findings, that report found that innovations in AI were powering many non-bank firms’ capabilities and product and service offerings.

Regulations 52

Regulations Service Cybersecurity Banking 52

Perficient Digital Transformation

OCTOBER 24, 2024

The impacts of AI on consumers, banks, nonbank financial institutions, and the financial system’s stability are all concerns to be investigated and potentially addressed by regulators. Hsu discussed the systemic risk implications of AI in banking and finance using a “tool or weapon” approach.

Regulations 52

Regulations Service Banking Cybersecurity 52

Go4Customer

JUNE 10, 2024

Has your banking and call center operations evolved to meet the demands of today?s Are you ready to deliver exceptional service while maximizing efficiency as customer expectations change? In this blog, we explore 10 practical tips that help bank call centers not only meet but exceed customer expectations. s customers?

Call Center 40

Call Center Banking Efficiency Service 40

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. This project allowed us to transition work that had traditionally been performed by branch personnel (around-the-clock customer deposit drop processing, branch ATM servicing) to our selected sole source provider.

Banking 81

Banking Management Sourcing Administrative 81

Perficient Digital Transformation

AUGUST 12, 2024

Azure Integration Services (AIS) and MuleSoft are two prominent players in this field. Azure Integration Services is a cloud-based integration platform provided by Microsoft, while MuleSoft is an integration platform that allows developers to connect applications, data, and devices.

Service 105

Service Cost Control Banking Efficiency 105

IBM Services

NOVEMBER 29, 2023

Financial Services clients are increasingly looking to modernize their applications. Moreover, many of these financial services applications support regulated workloads, which require strict levels of security and compliance, including Zero Trust protection of the workloads. initiative.

Banking 96

Banking Out-Tasking Sourcing Regulations 96

Automation Anywhere

OCTOBER 27, 2020

The retail banking industry is faced with significant challenges to achieve optimal operational efficiency and profitability while providing the highest level of customer satisfaction. Retail banks offer a wide variety of products, including consumer loans, credit cards, and checking and savings accounts. READ REPORT NOW.

Retail 98

Retail Banking Automation Robotics Process Automation 98

IBM Business Partners

JUNE 2, 2023

In the rapidly evolving landscape of financial services, embracing AI and digital innovation at scale has become imperative for banks to stay competitive. Ultimately, banks must start with modernizing their core through technologies like hybrid multicloud and AI.

Banking 59

Banking Finance Advisory Right-Sizing 59

Everest Group

OCTOBER 11, 2022

Open banking – a system that provides third-party access to financial data through application programming interfaces (APIs) – has unlocked digital financial innovation and disruption. Its next evolution – open finance – holds the promise to greatly enhance the customer experience and empower users of financial services.

Banking 59

Banking Finance Research Accounting 59

Everest Group

SEPTEMBER 25, 2024

This new, diverse leadership team is expected to drive growth and innovation at FNZ, with a focus on integrating technology to enhance client experiences and operational efficiency.

Banking 59

Banking Management Analytics Insurance 59

Everest Group

JULY 13, 2023

Payments IT Services PEAK Matrix® Assessment The payments landscape is changing rapidly. New regulations and standards, such as ISO 20022, are paving the way for faster and more efficient payments. Today, consumers have more payment options than ever before. These new data standards create numerous opportunities for data monetization.

Service 98

Service Banking Insurance Healthcare 98

Automation Anywhere

FEBRUARY 22, 2021

Look at banking industry websites today. In its article “ The cloud imperative for the banking industry, ” Accenture states cloud investment has grown strongly in recent years and is predicted to continue growing at 15 percent annually until 2022. The average bank has 58% of its workload in the cloud.

Banking 98

Banking Automation Robotics Process Automation Accounting 98

McKinsey and Company

APRIL 12, 2023

As global risks increase and economic uncertainty persists, the risk functions within the financial services industry must continue to evolve talent to ensure organizational resiliency.

Efficiency 137

Efficiency Service Risk Management Risk Management 137

Everest Group

APRIL 17, 2023

LIVE WEBINAR Continuous Modernization in an Era of Cost Efficiency: Perspectives for BFS Firms in APAC April 18, 2023 | 11 a.m. What is the current state of maturity, and what are the primary challenges for the modernization of banking systems in APAC? IST | 1:30 p.m. SGT | 2:30 p.m. JST | 3 p.m. Who should attend?

Efficiency 52

Efficiency Banking Outsourcing Sales 52

Everest Group

SEPTEMBER 9, 2024

Capital Markets IT Services PEAK Matrix® Assessment The capital markets industry is transforming to enhance operational efficiencies and reduce costs. Enterprises are investing in Regulatory Technologies (RegTech) to manage compliance efficiently across global regulations.

Marketing 52

Marketing Service Banking Cybersecurity 52

Everest Group

FEBRUARY 16, 2024

Financial Crime and Compliance (FCC) Operations Services The Financial Crime and Compliance (FCC) operations landscape is rapidly expanding within the Banking and Financial Services (BFS) industry.

Co-Sourcing 69

Co-Sourcing Banking Service Advisory 69