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Trust and tax services: Worth offering?

Independent Banker

To satisfy the banking needs of some commercial and high-net-worth clients, some community banks provide trust and tax strategy services. These banks report that specialized services are a way to deepen their already close customer relationships. United Community Bank in Mount Sterling, Ill., By Don Sadler.

Taxes 91
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American Greed: Can being an honest broker be banks and credit unions competitive advantage?

Jeff For Banks

We are increasingly bearing the burden of managing our money. Yet money management is a discipline done well by only a very few. My firm, full of banking industry consultants, just held an education session regarding our 401k plan. I think, as a nation, we will need lots of help managing our money. Probably not.

Boston 86
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Banking's Total Return Top 5: 2015 Edition

Jeff For Banks

A summary of the banks, their stories, and links to their website are below. #1. Independent Bank Corporation (Nasdaq: IBCP) Independent Bank dates back to 1864 as the First National Bank of Iona. The bank was hammered with credit problems during the financial crisis, as Michigan's economy was hit pretty hard.

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AI and generative AI use cases in banking: 6 real-world examples

Abrigo

WATCH Takeaway 1 Understanding generative AI and how peers are using AI and genAI helps financial institution leaders and management vet the technology and related risks. Knowing how AI and genAI are being used by peers and fraudsters will help financial institution leaders and management vet potential solutions and watch for risks.

Examples 221