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Take Advantage of FSI Data to Illuminate Customer Relationships

Perficient

Sure, by definition, a bank recognizes you as a customer. The other is a credit union that I signed up with because they offered a particular lending product. While some companies offer unique products and experiences that are tough to avoid, most organizations have a massive cross-sell/up-sell opportunity. But most fail.

Data 294
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Using The OODA Loop For Faster Bank Decision Making

South State Correspondent

As the pace of banking innovation speeds up, the OODA Loop, and its supporting concepts, can help a bank’s management team have a common framework to make decisions faster and more effectively. He is regarded as one of the best military strategists the world has known up there with Sun Tzu, Genghis Khan, and Napoleon.

Strategy 221
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Prevention is the Key to Stopping Elder Financial Exploitation & Fraud

Abrigo

With no signs of dissipating, it is just a matter of time before an incident happens in your customer base, if it has not happened already. NCOA estimates the cost of elder financial abuse to older Americans up to $36.5 NCOA estimates the cost of elder financial abuse to older Americans up to $36.5 billion annually.

Fraud 284
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Prevention is the Key to Stopping Elder Financial Exploitation & Fraud

Abrigo

The NCOA estimates the cost of elder financial abuse to older Americans to be up to $36.5 billion annually. A recent American Bankers Association Foundation (ABA) research study found that older Americans hold 65% of the deposited wealth in the United States. Would you like other articles on BSA/AML training in your inbox?

Fraud 195
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Core System Vendors: New Kids on the Block

Gonzobanker

While new core system vendors bring more modern architecture and user interfaces to the table, bankers need to do their homework before signing on with these players. I guarantee one fire drill bankers will have to endure this year is the industry buzz about new core systems emerging. We all know what happens at conferences.

System 70
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It’s Dreadful Being a Buyer of Bank Technology

Gonzobanker

As technology buyers, banking executives need to up their game on tech purchases and technology performance management. And you may find yourself living in a shotgun shack And you may find yourself in another part of the world And you may find yourself behind the wheel of a large automobile…” -David Byrne.

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How to forecast future expected credit losses

Abrigo

Under CECL, Dyer said recently at the 2015 Risk Management Summit presented by Sageworks, “We’re required to make forecasts of the future – that’s the big hang-up.” He also reassured bankers that the process may not be as complicated as they fear. This question is a major one for U.S. Dyer said. There’s some math,” he said.

How To 150