Resources

Last year, Americans paid more than 33 billion dollars in overdraft fees. These and other bank fees chip away at savings and can be stressful for people without a lot of slack in their financial lives, but it doesn't have to be that way. Build your business while improving customer experience.

Account funding friction can be a roadblock to growing AUM. The traditional account funding process can be manual, time-consuming and error-prone, creating a high-friction customer experience for your clients, that may lead to significant drop off during onboarding.

Is your account-funding step hurting you? With the rise of digital banking, ecommerce, and social media, consumers increasingly expect a best-in-class online experience from their financial service providers. But at most banks, funding a new account is just the opposite.

Organizations that embrace diversity and inclusion perform better than their less diverse peers. So why do women still need to fight against gender bias and inequality?

Financial institutions must focus on channeling capital to growth portfolios and delivering customer-centric outcomes to differentiate themselves from their peers and drive growth.

Cultivating the best talent to serve customers is a vital part of building for the future. Learn more.

Today’s financial institutions struggle to adequately manage risk and ensure compliance with applicable regulatory requirements. Risk and compliance teams are often working with outdated systems and processes as evidenced by highly manual tasks, spreadsheets, and paper records.

As financial institutions, government agencies, and healthcare organizations hurry to catch up with the consumer-driven world in format and accessibility, they also face the challenges of regulation and security in order to safeguard users’ valuable information. The cloud plays a critical role in this transforming landscape, and maintaining security and reliability are vital to any business environment. Learn more.

Customers are moving fast, so their bank needs to be faster. Unnecessary demands for information and documentation can slow the wheels. Yet these requests require striking an important balance between security and discouragement. Minimizing risk while maintaining customer experience requires an efficient way of completing loan servicing requests. Learn more.

Unprecedented levels of disruption are rippling across the banking industry. As recent events have made business environments more complicated, customers have a new and urgent need for assistance. And with this new demand comes new complexities for banks that weigh down their ability to rise to the challenge. It’s time for a more connected and efficient front, middle, and back office. Learn more.

Calling Midsize Financial Institutions: BSA/AML/OFAC Opportunities and Challenges

Nothing strikes fear into compliance teams like an AML/Sanctions identified remediation; they know the next 12 to 36 months will be fraught with anxiety and unforeseen challenges. Learn More.

Get the latest in auto lending trends and discover how financial institutions can capitalize on the opportunities they present.

Download our white paper to ensure you’re positioned to meet borrower needs and maximize the post-COVID lending opportunity.

Read our article to learn the top four things you should know to help leverage Millennial lending opportunities.

Since the pandemic began, appraisers are dealing with new uncertainties around staying safe when it comes to inspections, as well as changing processes and flexibilities in how properties can be inspected.

Industry analysts say we will see more Fintechs and incumbents collaborating in the post-pandemic era. We have already seen this phenomenon play out and it will continue as online advisory, banking, lending, and digital payments are most likely permanent. In this episode, we explore: (1) what’s ahead for Fintech and incumbents in investments, acquisitions, and partnerships; (2) how incumbents are closing the gap in Fintech collaboration; and (3) what a successful partnership looks like.

In this post-pandemic era, FIs must meet increasingly complex regulatory requirements, as they are subject to stricter standards of accountability for financial crime. Our panel of industry leaders will delve into the most important financial crime trends in the coming year and discuss what types of adjustments banks need to make to meet these challenges. This thought-provoking conversation will provide key takeaways that will identify meaningful improvements to address the dynamic challenges ahead for your organization.

As banks invest in digital transformation, a substantial portion is going into operations, but this can be a difficult process. Investments have been largely tactical, and ‘cost’ focused in nature, leading to a further accumulation of siloed, fragmented systems, reducing business agility and harming future growth. Listen to learn more.

The importance of innovation and developing new solutions has never been more critical in banking as in the past year. But what does innovation really mean?