Practice and client management

Issuers have access to a treasure trove of helpful data about us, such as our payment habits, investment activities, purchases, and so on, writes Sanjay Bhakta, senior director of solutions for Ness Digital Engineering.

Two analysts from Experian offered tips on how credit unions can boost membership and increase loans during the California and Nevada Credit Union Leagues' annual meeting.

As use of smartphone apps begins to surpass online channels at some institutions, banks are facing pressure to offer clients more robust services.

Credit unions promoted would-be executives to the assistant vice president slot--the launch pad to the C suite.

The credit union's board has appointed CFO Arlene Bernard to the position of interim CEO while a nationwide search for McFadden's successor is underway.

Despite digital mortgage advances, borrowers think it still takes too long to get a loan, J.D. Power finds in its annual customer satisfaction ranking of originators.

Ronald O’Hanley withdrew from law school at Vanderbilt University in 1983 after admitting to plagiarism while editor-in-chief of the school’s law review, according to a news report.

The regional bank’s first-year CEO is doing some expected things, like offering more products through digital channels, and making a few surprising moves, like inviting all credit card customers to switch to lower-rate loans.

Branding, big data, cannabuisnesses and more were all hot topics during the second day of the conference.

Northwest Financial Advisors announced today that its clients with $150,000 in assets will now have access to trust services through Members Trust Company.

Mobile banking, oddly enough, is redefining the role of call center agents as customers handle routine tasks on their smartphones and reach out for help with bigger-picture questions.

From a new chief talent and knowledge officer to the more traditional CLO and CIO, CUs announce new hires, promotions and more.

CUNA’s Jim Nussle and NCUA Chairman Mark McWatters were among the big speakers at Monday’s opening session.

Boston-based State Street announced Tuesday that Chairman and CEO Joseph L. Hooley plans to step down from his leadership roles.

The firm outlined a plan in September to generate $5 billion in additional revenue over the next three years, with more than 40% of that coming from lending.

A smart contract for advertising delivery and payments can be subjected to additional layers of verification and enforcement by optional service providers on the network, such as the measurement provider, ratings provider, payment provider and arbitrator, writes Charles Manning, founder and CEO of Kochava.

What makes a strong team? Many in finance are still misjudging these qualities, because, without even realizing it, they gravitate to those they feel most comfortable with. Here is what Barbara Byrne has learned from her own experiences in the industry.

The online small-business lender, which has been cutting expenses, said it is on track to achieve profitability in the fourth quarter.

Customer service is steadily expanding within Facebook separate from its payments operations, as part of “an ecosystem for buying.”

Ira Robbins, the CEO-in-waiting at Valley National Bancorp, will have to complete a major acquisition, make the bank more competitive on returns and costs and tackle other difficult tasks after taking over for Gerald Lipkin.