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Calling All Salesforce and nCino Banks

South State Correspondent

For any bank using Salesforce and/or nCino as their CRM and loan origination platform, respectively, or if you are considering those platforms, we would love to exchange best practice ideas with you. You will hear where banks are in their journey, mistakes to avoid and best practices to emulate.

Dallas 195
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Lower taxes, more M&A: Behind a California bank’s move to Texas

American Banker

First Foundation is relocating its corporate headquarters to Dallas, where the tax burden is lighter and it sees more opportunity to beef up lending, add wealth management clients and pursue acquisitions of community banks.

Taxes 66
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What Makes an Effective Community Banking Board?

Jeff For Banks

I will say there seems to be more PE, Investment Banker, Investment Management types on the Bottom 5 boards than on the Top 5. This might be explained by the capital formation process, where a low performing bank gets equity injections and those folks go on the board. Frequently asked. Seldom answered.

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What Makes an Effective Community Banking Board?

Jeff For Banks

I will say there seems to be more PE, Investment Banker, Investment Management types on the Bottom 5 boards than on the Top 5. This might be explained by the capital formation process, where a low performing bank gets equity injections and those folks go on the board. Frequently asked. Seldom answered.

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5 New Year’s Resolutions For Any Sized Bank That You Must Get Right in 2023

South State Correspondent

Popular projects for 2023 include online loan and deposit onboarding utilizing third-party data to speed the process, compliance-as-a-service, payments, card controls, service case management, leveraging data for customer insights, and providing open banking APIs to customers. of the banking market, according to Statista Research.

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The top-performing community banks of 2021

Independent Banker

Independent Banker’s annual listing top-performing community banks of 2021 alongside interviews with some of the winners. In true community bank fashion, each has its own story to tell and its own path to success. In true community bank fashion, each has its own story to tell and its own path to success.

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Advisory firms render split opinion on First Foundation proxy contest

American Banker

Activist investor Abbott Cooper said he could continue his campaign against the Dallas-based company's management and board even if his candidate falls short in her bid to become a director.

Dallas 36