Insights on Business

OCTOBER 21, 2017

Promontory Financial Group, an IBM subsidiary that specializes in risk management and regulatory compliance, has trained Watson on regulatory content. The solutions provide functionality to detect, respond, investigate, discover and report on these risks.

Compliance 105

Compliance Leadership Risk Management Georgia 105

PYMNTS

SEPTEMBER 27, 2019

The firm operates a platform to automate tax and financial management processes for gig workers, sole traders and contractors. Business expense management company Teampay revealed in a press release a $12 million fundraise led by Tribe Capital, the company said this week. said this week. Everledger. Engage:BDR.

Payments 149

Payments Capital Taxes Lending 149

Gonzobanker

MAY 7, 2018

To reach the efficiency levels of a next generation bank, leadership needs to set more ambitious targets for employee and staff dollar productivity. The plain truth is that banking has too many high paid managers who would struggle to justify what they do productively with their 2,000 hours of work time per year.

Leadership 87

Leadership Operations Lending Strategy 87

Gonzobanker

DECEMBER 17, 2021

Congrats to Randy and a great management team. After leading a great and vibrant organization at Andrews Federal Credit Union, Jim and his family have taken on a new adventure, and the Gonzo team is confident Jim’s ambition and transparent leadership style will be welcome in Raleigh, N.C. Lifetime Leadership Achievement Awards.

Fintech 147

Fintech Strategy Leadership Lending 147

Banking 2020

DECEMBER 16, 2014

The banking industry needs to evolve, and at the heart of that evolution is fresh leadership to shake up the mold. As the industry begins its revolution to rebuild and reassemble itself, it also needs to take a new look at leadership. A big part of this is moving from reactive to proactive talent management. Look back 25 years.

Leadership 52

Leadership Regional America Industry 52

Gonzobanker

APRIL 28, 2020

The other is a former bank CIO, certified business continuity planner and manager of all things complex who gets paid to provide “cup half empty” perspectives that keep banks out of trouble. Now is the time for bank leadership groups to be standing ready to activate a SWAT team approach to the next thing that comes out of left field.

Strategy 78

Strategy Meeting Leadership Operations 78

Gonzobanker

DECEMBER 22, 2020

Banks and credit unions had to fundamentally change their delivery, support and relationship management models at scopes and speeds that were unheard of. This group deserves an extra spike of something in their holiday egg nog. group and part-time hacker that cobbled together PPP workflows on the fly in a few weeks. Everything.

Idaho 181

Idaho Community Industry Strategy 181

Independent Banker

DECEMBER 13, 2015

He’s part of the FSSCC work group that created the Excel option.). Risk levels have a five-point range. One connection poorly managed is considered less risky than 200 extremely well managed,” he notes. For example: Who manages each piece? The Excel format would have shaved off 10 hours,” he says.

Tools 70

Tools Community Community Bank Security 70

Independent Banker

NOVEMBER 24, 2015

He’s part of the FSSCC work group that created the Excel option.). Risk levels have a five-point range. One connection poorly managed is considered less risky than 200 extremely well managed,” he notes. For example: Who manages each piece? The Excel format would have shaved off 10 hours,” he says.

Tools 70

Tools Community Community Bank Security 70

FICO

JANUARY 24, 2018

Two of today’s hottest tech topics — cybersecurity insurance and artificial intelligence (AI) — were well represented at recent conferences in insurance and banking, respectively: Advisen Cyber Risks Insights Conference and Bank AI Expo. Advisen: Barbican Takes a Leadership Stance on Cybersecurity Insurance. Here’s my take.

Conference 55

Conference Customer Experience Maine Exercises 55

Jeff For Banks

MARCH 14, 2020

Our Executive Leadership and business readiness teams are monitoring the situation and are in close contact with health authorities, including the Centers for Disease Control and Prevention (CDC), to ensure we’re acting on the latest guidance and information.

ATM 78

ATM Policies US Management 78

Abrigo

FEBRUARY 8, 2024

Effective fraud risk management includes detection and fraud monitoring that should consider customer or member history and behavior. These events are a great way to show leadership and support to the community while having face time with customers, members, and prospects and maximizing time spent.

Fraud 195

Fraud Resources social media Software 195

Gonzobanker

DECEMBER 20, 2019

billion of assets under management. Hats off the Schools Financial’s board and management for acknowledging that even multi-billion dollar credit unions can drive value via merging with someone bigger. We salute CEO Frank Weidner, CIO David Mason and Strategic Insights Manager Mike Lindberg for taking this big strategic step.

Idaho 148

Idaho Conference Data Marketing 148

PYMNTS

JUNE 20, 2017

Those kinds of tailwinds, if you will, show business leadership believes in procurement, and they’re investing in procurement.”. For instance, 68 percent of respondents said they have a spend analysis solution in place, while 67 percent said they have a contract management solution deployed. That’s encouraging,” Waugh said of the news.

Survey 125

Survey Data Analytics Meeting 125

Abrigo

SEPTEMBER 14, 2022

You might also like this webinar: "Fortify Your Loan Policy to Effectively Manage Credit Risk." The data is intended to help the CFPB enforce fair lending laws and could also be used by the government and small business lenders to identify the needs of businesses, said Michelle Lucci, Abrigo Regulatory Compliance Manager.

Lending 195

Lending Data Regulation Community 195

Insights on Business

DECEMBER 15, 2015

With insights from 1,060 banking executives and 1,600 retail banking and wealth management customers, the report identifies key business imperatives and tangible actions banks can take to position themselves at the center of the rapidly evolving financial services ecosystem. Agility : adapting rapidly and cost effectively to change.

Risk Management 70

Risk Management Analytics Leadership Big Data 70

Gonzobanker

DECEMBER 22, 2015

Bank project management offices. A phenomenally successful $50+ billion private/wealth management bank with a customer list to die for probably won’t hurt on the reference list. Roboadvisor Future Advisor acquired by establishment asset management giant BlackRock for $150M. Vendor management. “I Conversion of the Year.

Community Bank 60

Community Bank Apple Community Technology 60

Gonzobanker

DECEMBER 14, 2023

Meanwhile, technology changes continued at a breakneck pace, with generative AI the biggest topic around management tables. and Summit Financial Group, Inc. Importantly, Huntington has continued to focus on digital investments and its strong legacy of product management to remain a progressive regional bank.

Fintech 195

Fintech Community Regional Technology 195

Independent Banker

JUNE 30, 2022

But as they always do, they came through for individuals and businesses in their communities with a combination of personalized service and prudent risk management practices. So, when the community bank’s leadership learned of a fintech that needed a bank partner to launch a credit-building tech product, they were intrigued.

Community Bank 172

Community Bank Community National Philadelphia 172

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Product Demoed: Agile Mortgages. Key Executives. Key Investors. Kodak Alaris. One, [link]. Kodak Alaris.

Security 40

Security Samsung Strategy San Jose 40

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn. Award – MCX.

Utah 60

Utah System Community Marketing 60

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn. Award – MCX.

Utah 60

Utah System Community Marketing 60

FICO

JANUARY 5, 2023

Several groups have also called for comprehensive industry regulation. In March 2022, the Securities and Exchange Commission (SEC) issued proposed rules regarding cybersecurity risk management, strategy, governance, and incident disclosure for public companies subject to the reporting requirements of the Securities Exchange Act of 1934.

Policies 52

Policies Company Regulation Risk Management 52