Financial Archives

Resolution Plan Submission Period Extended by Key Financial Agencies / Blogs / Perficient

February 2, 2024 by BTR

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. Our Expertise Perficient launched its Risk and Regulatory CoE in October … Read more

Future-Proofing Financial Services: Rule 3110 Updates Empower Brokers / Blogs / Perficient

January 6, 2024 by BTR

The COVID-19 pandemic prompted several unprecedented shifts in society, notably impacting the workplace and necessitating the adoption of innovative technologies that facilitate collaboration and efficiency in a work-from-home (WFH) environment. For brokers, in the financial services sector, remote work became especially difficult due to the requirement for firms to register and supervise all home office … Read more

6 Reasons Financial Institutions Are Embracing Risk and Regulation Tactics / Blogs / Perficient

December 18, 2023 by BTR

In the fast-paced realm of finance, the significance of regulatory risk and compliance management practices cannot be overstated. This blog post delves into the pivotal role these practices play in ensuring the stability and success of financial institutions and banks. By adopting a proactive stance and leveraging technological advancements, financial entities can navigate the regulatory … Read more

The Top 5 Major Advances in the Future of Banking, Financial Services, and Insurance (BFSI) Industry / Blogs / Perficient

November 1, 2023 by BTR

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. With more than 50 financial services and insurance professionals in attendance, this event showcased the industry’s … Read more

Dreamforce Takeaways for Financial Services: Finance Top 5 / Blogs / Perficient

September 29, 2023 by BTR

Dreamforce 2023 is the largest and most anticipated Salesforce event of the year. It’s a place where Trailblazers from all over the world come together to learn, network, and be inspired. One of the key themes of this year’s conference was the future of finance. Salesforce CEO Marc Benioff and others talked about how AI … Read more

Boosting Your Financial Website’s Online Presence: A Multi-Platform Approach

June 14, 2023 by BTR

In an era where screens rule and connectivity drives decisions, businesses in the financial sector can no longer depend solely on traditional marketing techniques. Today’s cutthroat competitive landscape demands a thorough, multi-dimensional digital marketing strategy. Following up on our previous piece, “Financial Advisors SEO Guide 2023: How to Grow Your Visibility in Google Search,” we’re … Read more

SEO Guide for Financial Advisors: Boost Your Google Visibility

May 24, 2023 by BTR

In 2023, for financial advisors and fintech businesses, robust SEO practices have become a vital component of their digital strategies. Leaders in insurance, banking, wealth management, mortgages, fintech, and other financial services have acknowledged the importance of increased visibility on Google’s search engine. This comprehensive guide will delve into various strategies and best practices to … Read more

2023 SEO Guide for Financial Advisors: Boost Your Google Visibility

May 23, 2023 by BTR

In 2023, for financial advisors and fintech businesses, robust SEO practices have become a vital component of their digital strategies. Leaders in insurance, banking, wealth management, mortgages, fintech, and other financial services have acknowledged the importance of increased visibility on Google’s search engine. In this comprehensive guide, we’ll delve into various strategies and best practices … Read more

Perficient to Present with BNY Mellon at the North American Financial Information Summit (NAFIS) / Blogs / Perficient

May 2, 2023 by BTR

Perficient is proud to sponsor the upcoming North American Financial Information Summit (NAFIS), taking place on May 16th, 2023. NAFIS is the largest North American data conference for banks and asset managers looking to the future of data in financial services. Registration is FREE if you work for a bank, asset manager, financial investor, fund … Read more

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