Community Bank Compliance Knowledge Base Retail 
Abrigo
MAY 8, 2024
They can more easily consider how to harness genAI's power to enhance their operations, compliance, risk management, and member or customer experience. The greatest absolute gains forecast (largely from increased productivity) are tied to corporate and retail banking.
William Mills
MAY 11, 2016
Demo: Sezzle app with knowledge based authentication to link bank accounts. Portfolio outlooks, recommendation.Provide retail and advisory users the insight they need with Polly Portfolio. Client and advisor can look at the same screen and in live time can re-calculate based on conversations and decisions.
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