Perficient

DECEMBER 1, 2022

How can firms give their advisors more liberty to be personalized and tailored in communicating with their clients and prospects while still ensuring utmost regulatory compliance? Here is an example scenario in which a financial advisor equipped with Salesforce was able to better target a client while maintaining regulatory compliance.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

Perficient

APRIL 20, 2023

blockchain​, digital wallets​, money center banks​, emerging payment solutions, digital lending​, economic turmoil​, and fintech disintermediation). Not to mention, institutions face new, more sophisticated threats every day that defy the ways in which they’ve traditionally conducted business (i.e.,

Marketing 294

Marketing Marketing Strategies social media Strategy 294

Gonzobanker

MAY 17, 2022

Across requirements in payments, delivery channels, lending, diverse business lines and regulatory requirements, providing solutions to banks is definitely a “triple diamond run” when it comes to complexity and degree of difficulty. team focused on UX, data, integration, and risk. Mandate #3: Build a next-gen I.T.

Technology 135

Technology Regional Community Bank Community 135

Gonzobanker

DECEMBER 19, 2022

SoFI gets a commercial bank that brings deposits, compliance, AND business lending. Goes to MoneyLion for lots of obvious inappropriate behavior including violating the Military Lending Act regarding capped lending rates. Acquisition of the Year: The No Time to Breathe Award. The Appropriate CFPB Target Award.

Community 216

Community Fintech Industry Innovation 216

Fintech Labs Insights

FEBRUARY 15, 2016

Tags: Consumer, SMB, loans, credit, lending, underwriting.

Company 12

Company Fintech New York City Comparison 12