Perficient
DECEMBER 1, 2022
Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).
Independent Banker
MARCH 31, 2022
Executive committee members tell us what advocacy issues they’ll be focused on during their terms, while board members share their words of wisdom for up-and-coming community bankers: themselves. To sum it up, these leaders are all in and all heart for community banking. This is why sharing our customer stories is so important.
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Abrigo
JANUARY 17, 2023
Automating SMB and commercial lending elevates your customer's experience From making it easier to apply to speeding up loan closings, automation can helps make business lending customers and staff happier. Customers were used to this bank interface after two rounds of PPP, and then we dropped it like a lead balloon.
South State Correspondent
MAY 1, 2024
With financial hardship, competition from dominant players, and a startup budget, Gentle Monster faced many of the same challenges as a community bank. How Banks Can Leverage: Niche markets abound in banking, and community banks are in the perfect position to create a following on a national level should they desire.
PopularBank
OCTOBER 28, 2020
Popular is committed to meeting the needs of our customers and communities, guided by our 127-year legacy. We are confident that this repositioning will improve the performance of Popular Bank as we continue to meet the growing and diverse needs of our customers, employees and communities throughout our markets.”.
Abrigo
OCTOBER 21, 2019
It sounds like the beginning of a joke, but for many community financial institutions, a spectrum of different customers and banking needs is something that they see every day. However, they’re probably seeing fewer of these customers walking into a physical branch. Go the extra mile.”. Digitization isn’t going anywhere.
Abrigo
MAY 5, 2017
Meanwhile, using a tool like the Sageworks Electronic Tax Return Reader makes it easier and faster for financial institutions to complete underwriting, review and stress testing by importing business information, financials and real estate data directly from borrowers’ electronically produced tax returns.
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