Abrigo

FEBRUARY 8, 2024

As financial transactions become increasingly digital, consumers and businesses must be equipped with the knowledge to navigate day-to-day business securely. At the same time, it is important not to deter clients from using digital banking methods for daily transactions.

Fraud 195

Fraud Resources social media Software 195

Gonzobanker

APRIL 3, 2019

Rework management accounting and resource allocations to reflect real production value instead of traditional profits and losses, which often treat marketing, contact centers and information technology as cost centers. Deploy strategic delivery plans—aligning with strategic or tech plans —that may start with a journey-mapping exercise.

social media 99

social media Exercises Millennials Training 99

Abrigo

AUGUST 1, 2016

The quote, “You can't manage what you can't measure,” attributed to both American statistician W. Edwards Deming and Austrian management consultant Peter Drucker, has seen significant play as data management has increasingly become more important to professionals in all industries.

Marketing 150

Marketing Data Analysis Tools 150

Gonzobanker

JUNE 26, 2020

Eighty-one percent of FI executives surveyed by Digital Banking Report believe there will be an even greater remote working opportunity in the future. Meanwhile, bank and credit union customers are learning, by necessity, how to access their accounts, sign critical documents and close on loans without going to a branch.

Survey 158

Survey Exercises Guidelines Operations 158

Gonzobanker

SEPTEMBER 21, 2018

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

Marketing Automation 105

Marketing Automation San Francisco Conference Marketing 105

Banking 2020

MAY 12, 2015

Personal Innovation: You see, I used to be quite unhealthy, living on a steady diet of junk food matched with no real exercise regimen. The only way to gain first-hand experience is to get out there, whether in training for triathlons or initiating a change management project. It paid off for me. It will for you too.

Innovation 40

Innovation Digital Banking Survey Exercises 40

Gonzobanker

MAY 8, 2020

So far, bankers have taken comfort in the soundbite that “this crisis is different” because of the strong capital levels and risk management rigor that has developed since the Great Recession. The problem today is that most banks are not applying a true product management discipline to the debit and credit business.

Lending 104

Lending Analytics Analysis Capital 104

Fintech Labs Insights

APRIL 20, 2022

Last week, we listed 72 features of digital bank accounts. It depends on the business, but here are 7 advanced features that many small businesses would value in their banking provider, but rarely find. Basic financial management/reporting : Most medium-sized businesses use professional accounting packages such as Quickbooks.

Exercises 15

Exercises Digital Banking Fraud Security 15

FICO

AUGUST 19, 2022

who consider a digital bank (like Chime, Cash App, or PayPal) to be their primary checking account provider has more than doubled since 2020. Fighting back against the FinTech disruption isn’t an exercise in total war – it’s about carefully picking one’s battles. Niche Neobanks.

Fintech 52

Fintech Millennials Lending Tools 52

PYMNTS

APRIL 22, 2016

The challenge for the bank will be remaining competitive when the interest rate is ultimately dialed back and the offering itself – namely its features and user experience — need to steer the ship. Editor’s note: This week, annual interest on EQ Bank’s EQ Savings Plus account was changed to 2.25

User Experience 100

User Experience Digital Banking Customer Experience System 100

PYMNTS

APRIL 20, 2018

That’s the challenge that startups like Digit and Acorn aim to address with digital tools. However, getting someone to adopt healthy financial habits can be a bit like getting someone to adopt healthy eating and exercise habits: They may know they should be doing it, but that’s a world away from making good on their better judgment.

Capital 113

Capital Taxes Tools Exercises 113

Gonzobanker

MAY 31, 2019

Small business loans are sometimes underwritten to include financial covenants, require periodic financial statements vs. “exception managing,” and they are not consistently priced relative to their risk. Many institutions don’t offer expedited processing or streamlined, score-based underwriting criteria for smaller applications/exposure.

Lending 126

Lending Community Bank Community Data 126

FICO

JANUARY 24, 2018

There can sometimes be miscommunication between the IT function, which controls the items introducing risks, and the risk management group, which buys insurance cover to protect against these risks. Voice recognition was indeed where most of the Bank AI Expo main-stage demos focused.

Conference 55

Conference Customer Experience Maine Exercises 55

Tech and Finance

JUNE 14, 2018

Of those who do, nearly 70 percent cite meditation and mindfulness as the most effective activity for managing their stress, ranked above listening to music, sleeping or exercising. Latin American banks are racing to deliver digital banking to the masses says report released today by Temenos. June 12 Temenos.

Survey 28

Survey Millennials Fraud Mobile 28

CB Insights

JUNE 17, 2020

As NYU Stern School of Business professor and digital transformation researcher Arun Sundararajan notes: “Crisis can be… a catalyst or can speed up changes that are on the way — it almost can serve as an accelerant.”. In the wake of the outbreak, everything from doctors appointments to schooling to workouts went online.

Industry 101

Industry Technology Online Video 101