Trellis

Finance teams find Trellis to be particularly effective in conducting comprehensive due diligence on both individuals and businesses. With our court data solution, financial experts can access critical litigation insights, making it an invaluable resource for informed decision-making in the financial sector.

Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.

Remote Deposit Capture (RDC) clients are more likely to use additional treasury services and maintain larger deposits. However, poor customer experiences—particularly if they delay deposits—can compel RDC clients to take their business elsewhere. This eBook makes the case for outsourcing RDC operations to a proven managed services partner. This approach helps Treasury Departments with limited resources provide excellent client experiences that result in higher retention and productivity rates.

Have you ever felt the pain and loss of a client suddenly going silent, leaving you questioning everything? Ghosting can cause heartbreak; in business, it drains resources, and emotionally, it shatters your confidence. A modern credit card program can give you the tools to deliver the digital-first experiences your customer’s demand. Our eBook, “5 Signs Your Credit Card Offering Needs an Upgrade,” will help you identify key indicators that your current card platform may be holding you back and w

Shifting liability for digital fraud losses represents a significant challenge for financial institutions and payment service providers. In response to the global surge in digital fraud, regulators are introducing policies that transfer the cost of fraud from defrauded customers to financial institutions. ThreatMark’s newly released white paper, "The Liability Shift: Understanding Fraud Losses Responsibility and Mitigation," provides an in-depth analysis of this shift, its implications, and stra

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Data Robot

As technology transforms the global business landscape, companies need to examine and update their internal processes for innovation to keep pace. Ultimately, organizations will have to improve the velocity of innovation by creating repeatable processes that support ideation, exploration, and incubation, essential to capturing an idea’s full value.

Are you finding some snags in your collections process? With delinquencies, and the number of consumers looking for payment assistance on the rise, it may be time to consider an efficient cloud-based software to support your team. Learn how MeridianLink® Collect has helped financial institutions like yours streamline collections processes.

Today’s B2B clients have developed consumerized expectations, which means that financial services firms need to create a differentiated digital experience to grow a dedicated client base. Read three marketing trends — backed by data — that will give your firm a competitive edge in the digital era.

Consumer losses to fraud rose to $5.8 billion in 2021. It's not just any crime; we're talking about money laundering and financial fraud. Risk assessment is the latest technology that helps companies evaluate risks and ensure proper client onboarding.

Since the inception of cookies in 1994, advertisers and brands have come to depend on them as a tool to help websites remember users. Consumers have tolerated them as a necessary cost of doing business online, even as they’ve grown to loathe them. As the end of third-party cookies looms ever closer, some consumers are rejoicing in their demise while many advertisers and brands worry about how they’ll move forward without them.

Cyberattacks are 300 times more likely to hit financial institutions than businesses in any other industry, and these targeted attacks are on the rise. It is clear that banks, credit unions and lenders face increased risk of a cyberattack as this rising threat becomes the new norm. Therefore it is imperative that leaders at these organizations take necessary steps to protect their customers, including their sensitive information.

Business owners are becoming accustomed to better products and services as consumers start to expect more from their business financial service providers. The question is: are service providers and financial institutions adapting to meet new expectations? In this report, ForwardAI uncovers insights into the small business financial landscape across the United States and Canada.

Customer experience has become a key differentiator. Learn how to launch your digital transformation by incorporating two customer experience trends into your digital transformation strategy: self-service & personalization.

This eBook provides a practical explanation of the different PCI compliance approaches that payment card issuers can adopt, as well as the importance of both protecting user PII and gaining ownership and portability of their sensitive data.

Download this perspective to learn about the: - Necessity of marketing automation - Importance of reviewing and utilizing customer data - Benefits of optimizing collected analytics - Growing need for digital engagement

Last year, we hosted the 2017 MVP Awards across three of our sites. In order to get ready for this year’s coming awards across even more of our sites, we’re catching up with some of our judges from the previous awards who offered their time and insight to make the awards even better. Take a look!