Remove banks-credit-unions-purpose-employee-experience
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6 ways to safeguard your AML program against surprise staffing needs

Abrigo

Making plans in case of shortages and being proactive by cross-training employees can help. If a staffing needs assessment shows your employee count is insufficient to support coverage in the event of a staffing change, third-party resources should be identified to fill an unanticipated need.

Training 195
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4 Ways Financial Institutions Can Get Buy-in for Their Latest Tech Investment

Abrigo

Takeaway 1 One of the most important pieces to garnering employee buy-in for new technology is communication. It doesn’t matter how much money a bank or credit union is willing to spend on new technology if employees are unwilling – or unable – to use it. Communicate the purpose.

Training 195
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10 NBFI AML Compliance Essentials

Abrigo

Competing with Banks. Non-bank financial institutions in focus. The banking world is changing quickly, with faster delivery methods expected from consumers at an ever-growing rate. It is not surprising that the non-bank financial institution (NBFI) sector has grown faster than the banking sector over the past decade.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

William Mills Agency will be live blogging at Finovate Fall 2016. Announcement for Finovate – a new API – all current functionality is available for a white-label UI for Banks. Provides mobile banking to banks and credit unions. Demo: Bank application form. Also a pretty good customer experience.

Mobile 40
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The Accidental Credit Union Member

Filene

After our strenuous workday, my mom and I would head over to the bank right down the road. It took a couple years of maturing and a few jobs later before I even noticed that the bank I went to wasn’t actually called a bank but rather a credit union. More than a fancy bank.

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Finovate Spring 2018 – Day 2

William Mills

And finally, do I have enough in my bank account to still have fun? Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Will I be able to buy a house?

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Killing Strategy: The Disruption Of Management Consulting

CB Insights

Early consultants pioneered the tools and frameworks used to help companies develop a strategy: the 2×2 matrix, the Experience Curve, SWOT (Strengths, Weaknesses, Opportunities, Threats) diagrams, Porter’s Five Forces, and many more. Complex problems, the thinking goes, can only be solved by someone with relevant experience.