American Banker

JULY 19, 2023

Under Jennifer Auerbach-Rodriguez's leadership, Merrill released a report, "Seeing the Unseen: The Role Gender Plays in Wealth Management."

Management 36

Management America Leadership Report 36

Independent Banker

OCTOBER 31, 2022

“We have seen an increase in mobile and digital usage, like other banks,” Hancock says, “but these initiatives have helped expand that engagement from balance inquiries and funds transfers to more complex needs like money management and managing debit card security. “In Earlier this year, we opened a new branch in Middleton, Wis.,”

Banking Trends 151

Banking Trends Retail Trends Community Bank 151

Qudos Bank

FEBRUARY 15, 2024

Yet the glass ceilings are still there and the number of women in leadership roles remain stubbornly low with women holding only 22% of all CEOs or head of business in Australia (WGEA Gender Equality in the Workplace 2023). What can we do to support and empower women in leadership positions? If you see it, ask why it is?

Leadership 52

Leadership Innovation Community Technology 52

South State Correspondent

APRIL 15, 2024

Last week, JPM released its 84-page 2023 shareholder letter and 364-page annual report. Lesson 2: Leadership Matters Jamie Dimon cites military decision making referring to the term OODA loop (observe, orient, decide, act) that we have written about HERE. Jamie states that the secret sauce to leadership is to “have a heart.”

Community 195

Community Community Bank Leadership America 195

PopularBank

DECEMBER 11, 2023

Molly Hime, a long-time Division Manager for Popular Association Banking (PAB), a division of Popular Bank , has announced her retirement, effective December 31, 2023. Under her leadership, the team has quadrupled in size and has originated more than $5 Billion in association loans as well as more than $1.6

Management 52

Management Florida Community Leadership 52

Perficient

SEPTEMBER 11, 2023

Fast forward to September 2023 and the FDIC is introducing BES as the primary tool for exchanging examination planning and other information for Division of Depositor and Consumer Protection (DCP) consumer compliance and CRA activities. Contact us to discuss your specific risk and regulatory challenges.

Compliance 221

Compliance FDIC Tools Leadership 221

PYMNTS

NOVEMBER 22, 2019

While the firm would still sign its own leases in the top 12 or so markets such as London and New York, it would make deals to manage properties for landlords in other places instead, the Financial Times reported, citing an unnamed source. Two more executives are also coming from SoftBank.

Groups 108

Groups New York Leadership Marketing 108

Qudos Bank

MARCH 6, 2023

Yet the glass ceilings are still there and the number of women in leadership roles remain stubbornly low with women holding only 22% of all CEOs or head of business in Australia (WGEA Gender Equality in the Workplace 2023). What can we do to support and empower women in leadership positions? If you see it, ask why it is?

Leadership 40

Leadership Innovation Community Technology 40

Gonzobanker

FEBRUARY 8, 2023

Fintech startups looking for funding in 2023 are finding that it isn’t as easy as it was a few years ago. According to Cornerstone Advisors’ What’s Going On in Banking 2023 study, there are about 500 community banks and credit unions making direct investments into fintech startups. billion in capital into fintech startups in 2023.

Community Bank 99

Community Bank Community Fintech Leadership 99

PYMNTS

JANUARY 24, 2020

WEX is purchasing the Australian eNett from Travelport and its owners, partnered with Siris Capital Group and Elliot Management Corporation’s private equity affiliate, Evergreen Coast Capital Corp. The move positions WEX to establish a leadership position in the growing global travel market.

Payments 132

Payments Leadership Capital Management 132

Gonzobanker

AUGUST 10, 2023

As bank executives navigate rising rates, margin compression and recession risk in 2023, a striking reality has seeped into leadership meetings: the hybrid workplace is here to stay, and there’s a ton of strategic ramifications to this new aspect of the business.

Leadership 147

Leadership Training Meeting Michigan 147

American Banker

SEPTEMBER 27, 2023

In the past year, the bank's executive leadership team began an asset-based lending division, a treasury management department and a rotational development program designed to recruit talented college graduates.

Leadership 77

Leadership Lending Management 77

FICO

FEBRUARY 16, 2023

Richard Deal Richard Deal leads FICO’s Human Resources function focused on attracting, engaging, developing and deploying talent through innovative human capital management strategies. You can read the complete Forbes piece here. He joined FICO in January, 2001 from Arcadia Financial Ltd., where he held the executive HR role for three years.

America 98

America Wisconsin Minneapolis Leadership 98

PYMNTS

MAY 26, 2020

The Graduate Certificate of Cyber Security, on the other hand, will offer a “comprehensive understanding of cyber security spanning strategy, international orientation, critical analysis and problem solving, communication, ethics and leadership.”. However, only 5 percent of managers could easily find the required skills.

blockchain 171

blockchain Cyber Security Bitcoin Leadership 171

TrustBank

MARCH 21, 2024

Recently, many of our clients in Wealth Management & Advisory Services have been understandably curious about how this year’s elections might affect market returns. The uncertainty surrounding policy changes and potential shifts in US Presidential leadership can lead to short term changes in stock prices and investor sentiment.

US 52

US Marketing Washington Leadership 52

FICO

MARCH 28, 2023

At our annual FICO World event, we host Women in Leadership seminars and forums. We have also organized regional forums for female leaders in fintech, such as a recent Women in Leadership event held in Toronto in December 2022. We discussed the importance of the coaching approach of “leadership starts with self”. Join us there!

Leadership 52

Leadership Software Community Florida 52

Gonzobanker

JUNE 14, 2023

While nearly half of financial institutions surveyed for Cornerstone Advisors’ 2022 and 2023 What’s Going On In Banking studies had BaaS on their radar for a future strategy, those currently pursuing a BaaS strategy, in the process of developing a strategy or considering a strategy all declined year over year. If only it were so easy.

Compliance 109

Compliance FDIC Strategy Fintech 109

PYMNTS

MARCH 21, 2019

Its leadership position comes as the FinTech market is taking off in the country, which is home to Southeast Asia’s biggest economy. Redseer, a management consultancy, found that segment is forecast to grow to $25 billion in 2023 from $1.5 He noted that Go-Pay is the leader in Indonesia in the eWallet industry currently.

Marketing 122

Marketing Payments Leadership Fintech 122

Independent Banker

FEBRUARY 28, 2023

By Lindsay LaNore, ICBA The theme for ICBA LIVE 2023 is “Light the Fire. This idea is inspired by the book The Dream Manager by Matthew Kelly, and it’s a powerful message to share with your team. Light the Way.” Yes, this could result in a few errors, but it might also generate successful new ideas or strategies. Don’t forget to dream.

Exercises 151

Exercises Strategy Groups Resources 151

Cisco

MAY 10, 2022

A modern digital infrastructure is needed to power this operational transformation milestone, however, managing the complexity of the IT estate requires a new approach and new solutions. Amsterdam, Netherlands, February 6-10, 2023. For year-round thought leadership, check out our FSI blogs.

Las Vegas 129

Las Vegas Industry Leadership Technology 129

Gonzobanker

DECEMBER 19, 2022

As if that wasn’t enough, regulators took a sledgehammer to debit fee income with Reg II changes that will begin reducing card-not-present interchange fees starting in July 2023. There’s nothing more Gonzo than a CEO who simply bleeds the soul of front-line relationship managers, and Brager could write a bestselling book on this topic.

Community 216

Community Fintech Industry Innovation 216

FICO

JANUARY 18, 2023

Wed, 01/18/2023 - 22:50. Industry Leadership in Artificial Intelligence Already Exists. . In pondering the regulatory and compliance horizon for 2023, the American Banking Association noted: . 4 AI Predictions for 2023: From the Great Correction to Practical AI. FICO Admin. Thu, 12/19/2019 - 16:29. by Scott Zoldi.

Analytics 52

Analytics San Diego Regulation Compliance 52

FICO

MARCH 14, 2023

Many health plans around the world have automated their management of health insurance claims to a large degree. And while many may not be in the unenviable position of this national health plan, every health plan typically has a “wish list” of things that they would like to — or need to — do better in claims management.

Software 98

Software Management Analytics Operations 98

Cisco

MARCH 3, 2021

There is an increased sense of urgency to Connect, Secure & Automate, and most importantly, to make Banking, Insurance & Wealth Management easier for customers, partners and stakeholders. By 2023, 29 billion devices, or nearly four devices per person, will access the internet.

Strategy 77

Strategy Cyber Security Survey Security 77

Fintech Labs Insights

MARCH 15, 2024

Real-world Insights : Gain practical knowledge from successful AI application case studies Discover New Technologies : Explore new AI tools and services for finance Enhance Skills : Deepen understanding of AI through expert-led sessions Gain Competitive Edge : Leverage emerging technologies for market leadership Understand Regulations : Navigate AI (..)

Conference 15

Conference Las Vegas Fintech Case Study 15

Independent Banker

AUGUST 31, 2021

Reiling adds that bank leadership needs to be bold enough to try things out and possibly fail, which is why Sunrise Banks implemented the 90-day check-in. A bank needs a team with diverse perspectives and unique abilities—technology, sales, lending and leadership—that is willing to work together at a heightened pace, he notes.

Community Bank 170

Community Bank Community Lending Leadership 170

Gonzobanker

FEBRUARY 1, 2024

Concerns about successors to today’s executive leadership teams dominated many presentations. M&A Dynamics Last year, we left AOBA noting that most bankers were optimistic about deals picking up later in 2023 and that the chances of a raging 2024 were strong.

Conference 88

Conference FDIC Arizona Industry 88

Cisco

MARCH 26, 2021

Join our session Financial Services Customer Journey Orchestration in a Digital World as Financial Services Business Development Manager, Al Slamecka, dives into today’s customer/employee environment. From 2018 to 2023, IoT connection growth is expected to grow at 19% per year with the adoption of new IoT applications.

Customer Experience 71

Customer Experience Retail Operations Security 71

Gonzobanker

JULY 10, 2020

Forty-five percent expect it to be 2023 and beyond. Now that the PPP frenzy is over, get ahead of your next loan opportunity and start managing your portfolios. Risk Management. Regulators are now ramping that back up, and model risk management focused on portfolio risk is going to top the list.

Risk Management 88

Risk Management Capital Strategy social media 88

Perficient

JANUARY 16, 2024

Background On October 19 th , 2023, the Office of the Comptroller of the Currency (OCC) published an article highlighting new enforcement actions and clarifying explicit rules regarding misconduct, particularly as it relates to financial abuse by senior-level management.

Compliance 221

Compliance Guidelines Policies Risk Management 221

Independent Banker

MAY 24, 2016

This leaves federal crop insurance support as a key risk-management tool. It’s a crucial risk-management tool” for 1.7 In a surprise move, congressional leadership sought to reduce the crop insurance program by $3 billion at the end of 2015 to offset other spending initiatives. Robert Johansson, USDA economist.

Community Bank 70

Community Bank Kansas City Community Iowa 70

Abrigo

FEBRUARY 8, 2024

consumers lost billions of dollars due to fraud during 2023. consumers lost more than $7 billion during the first three quarters of 2023, up 5% compared to the same period in 2022. Effective fraud risk management includes detection and fraud monitoring that should consider customer or member history and behavior.

Fraud 195

Fraud Resources social media Software 195

NCR

JUNE 12, 2017

Here is an example of a high-level capability model for the retail bank distribution network: The next step, after defining a high-level overview of your capabilities, is to conduct a more detailed examination of each capability, which will require interaction with senior and mid-level leadership.

Operations 82

Operations ATM Customer Experience Examples 82

FICO

MAY 17, 2023

Multiple roles across data science, risk management, marketing, operations, and lines of business can collaborate effectively to drive cross-functional change. To reinvent business in this new age, organizations need to empower their talent force to come together and innovate quickly to create compelling new value.

Analytics 52

Analytics Innovation Data Tools 52

Cisco

MAY 5, 2021

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Meanwhile, contact centers have been crushed, seeing an increase in volume by as much as 50%.

Customer Experience 129

Customer Experience Branding Tools Strategy 129

Abrigo

SEPTEMBER 14, 2022

You might also like this webinar: "Fortify Your Loan Policy to Effectively Manage Credit Risk." The CFPB plans to issue a final rule implementing Section 1071 small-business reporting requirements by the end of March 2023, according to court filing. It isn’t just a compliance program problem or a data management problem.

Lending 195

Lending Data Regulation Community 195

FICO

JANUARY 5, 2023

Four 2023 U.S. Open banking, BNPL, cybersecurity and AI will all be under the microscope for regulators and policymakers, but not all areas will see major action in 2023. Thu, 01/05/2023 - 15:45. For those in the financial services industry, 2023 will be the year when U.S. FICO Admin. Tue, 07/02/2019 - 02:45.

Policies 52

Policies Company Regulation Risk Management 52