Abrigo

JUNE 2, 2021

FinCEN issued an advisory in 2014 highlighting the importance of a strong culture of compliance for senior management, leadership, and owners within financial institutions. This includes compliance from top, to middle, to frontline leadership. Leadership must actively support and understand compliance efforts. Learn More.

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Independent Banker

FEBRUARY 28, 2022

Download Finastra’s white paper Developing leaders in mortgage lending – Navigating an uncertain market with strong leadership strategies. How to turn insight into action. Developing leaders in mortgage lending. You’ll learn about: The 2022 mortgage market outlook. When to focus on technology adoption. Download white paper.

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Independent Banker

AUGUST 31, 2022

But equally important is what they should be doing to keep the talented employees that they already have, both to avoid a short-term staffing crisis and to keep the pipeline of leadership full. Nurture leadership by providing a mix of technical and power skills training. Quick Stat. Source: ICBA Community Banker University.

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Abrigo

OCTOBER 17, 2022

He built a strong leadership team and an employee base that has been recognized consistently as one of the best places to work in Austin, Texas, and Raleigh, N.C., I took the job as CEO of Banker's Toolbox because I was strongly convicted on how to build a great company and wanted a shot as a first-time CEO to do it ‘the right way.’

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ATM Marketplace

APRIL 16, 2021

She shares with ATM Marketplace her insight and more than 30 years of leadership in banking how to safely handle customer data. Angela Anastasakis is the senior vice president of operations and customer success for Nvoicepay, a FLEETCOR Company.

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Perficient

FEBRUARY 19, 2021

How To Increase Team Engagement. Gartner customer experience research shows the value of team engagement: Two-thirds of the drivers of customer satisfaction are due to “feel factors,” or how customers feel during and about their experience. Management is more quantitative, while leadership is more qualitative.

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Perficient

MAY 26, 2020

CRN’s 2020 Women of the Channel list sets out to honor the strategic vision and unique achievements of influential, accomplished women leaders who accelerate channel growth through cultivated partnerships, innovative thought leadership, and unwavering dedication to the IT channel. . Liz focuses on how to give back with gratitude.

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Perficient

JULY 23, 2020

” Importance of BU Leadership. Great support from the Business Unit leadership, and opportunities to demonstrate my abilities were paramount factors to my growth at Perficient. He was able to work and talk with team members in person and create strong relationships with the Minneapolis leadership team.

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Perficient

MARCH 10, 2021

With over 25 years of digital agency leadership experience, he specializes in Mobile Product Management, Mobile Strategy, and Customer Experience. She works with clients to devise digital experience strategies and how to translate strategies to tactics. Subscribe and Don’t Miss an Episode. Episode Guest Profile. Meet the Hosts.

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Independent Banker

FEBRUARY 24, 2015

ICBA convention keynote speaker Carly Fiorina, a former Hewlett-Packard chief, shares her perspective on business innovation and leadership. How were you able to achieve this feat? And so we went about it—the leadership team, the top 50 people in the company—surveying everything the company was doing, all of the assets we had.

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The Emmerich Group

MARCH 28, 2024

It’s tricky to get people to change their minds about what parts of their jobs and how those jobs are done drives profit when they’ve had a lifetime of experiences where they believe that they’re aligned to profit. Let me show you how to do it in just the right way. Let’s face facts.

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Accenture

OCTOBER 7, 2015

Change is non-negotiable for retail banks to thrive in the digital banking era. But meaningful change cannot happen without leaders who are willing to change too. This is especially true for the agile bank—a disruptive retail bank that is customer. Read more.

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Independent Banker

OCTOBER 1, 2022

Illustration by Tommy/iStock. The leading causes of burnout include dealing with unclear expectations, and feeling overworked, underappreciated or unsupported by a manager or team. Combat burnout by renewing your bank’s focus on well-being. By Lindsay LaNore, ICBA.

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Perficient

JANUARY 19, 2021

Order Revision Scenarios Covered: We will walk through how to cancel or revise an order in Oracle E-Business Suite (EBS) at each phase. To do this, the Customer Service team will need to contact the Warehouse leadership. Warehouse leadership will need to perform two actions: Ensure order picking doesn’t start.

Management 360

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Perficient

APRIL 3, 2024

Perficient’s Inclusion in Forrester’s Recent Report Perficient, specializing in digital transformations, proudly acknowledges the thought leadership of Brian Bell and Monica Gernert quoted in Forrester’s report, “The Top Emerging Technologies In Insurance, 2024.” Interested in learning more?

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Independent Banker

DECEMBER 31, 2022

The Five Dysfunctions of a Team , Patrick Lencioni: Told from the perspective of a CEO whose team’s dysfunction threatens to bring her company down, this fable reveals why teams frequently struggle and often fail—with advice on how to avoid it. Becoming a Person of Influence , John C. The Speed of Trust , Stephen M.

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The Emmerich Group

MARCH 7, 2024

In this episode, I’m going to share with you how to overcome what I call “the middle management breakdown”—the block that keeps executives’ dreams from being the reality executed by the front-line team members. So just three steps, really: 1) Help create simplicity from the complexity so people know how to win.

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Perficient

DECEMBER 10, 2020

“Without strong CX leadership to champion the company’s initiatives and set cross-departmental goals, CX efforts typically stagnate, devolve, and disintegrate. ” If the answer is not good, then look at leadership as the first step. Reality: Only 35% of companies have a C-Level sponsor for CX. ” Pega Study.

Customer Experience 340

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The Financial Brand

MARCH 21, 2021

Competing with data and analytics requires financial institutions to build a data-driven culture with top leadership support. The post How to Build a Data Culture that Supports Digital Banking Transformation appeared first on The Financial Brand.

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The Emmerich Group

MARCH 7, 2024

In this episode, I’m going to share with you how to overcome what I call “the middle management breakdown”—the block that keeps executives’ dreams from being the reality executed by the front-line team members. I believe that when middle managers master management, the resulting breakthroughs are profound and sustainable.

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Jeff For Banks

OCTOBER 7, 2021

I can think of no reason why a bank would claim the mantel of brand leadership if they must routinely price up deposits or reduce loan yields or structures to get new customers. Any more ideas on how to get off the hot rate Ferris Wheel? Here were their answers. In fact, being the best price in town might diminish your brand.

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Abrigo

AUGUST 7, 2023

This should clearly define the essential functions of the business, identify which process must be sustained, and give explicit details on how to maintain them. In an unexpected staffing shortage, leadership must express the situation’s urgency while recognizing the natural response of fear or resistance from the remaining staff.

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Bank Innovation

OCTOBER 29, 2018

Questions about how to restore that trust abound, including whether leadership at some companies even have an interest in looking inward. The public’s trust is at a premium for major banks after the global financial crisis a decade ago and the high-profile banking scandals that have since unfolded.

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Perficient

DECEMBER 21, 2023

How to Engage in the Commenting Process Stakeholders are strongly encouraged to actively participate in the commenting process, leveraging the extended timeframe until January 16, 2024. Contact us today or explore our Financial Services solutions options to see how Perficient can further propel your business.

DC 221

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The Financial Brand

NOVEMBER 23, 2023

This article Power to the People: How to Get Banks, and Regulators, to Embrace AI For Investment appeared first on The Financial Brand. Why leadership from the big banks is needed to drive regulatory clarity on the use of AI in investing products and services.

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Bussman Advisory

MAY 27, 2023

Educational Content & Thought Leadership: Expand your knowledge and foster growth. The post How to get the most out of ChatGPT | JPMorgan is developing a ChatGPT-like A.I. Portfolio Company Updates: Exclusive access to key milestones and achievements.

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Independent Banker

APRIL 30, 2022

As her departure approaches, we sat down to discuss her path to leadership and her advice to others. She learned how to be a leader from the ground up, growing with her colleagues and ultimately heading up a team of 30. Lead by example. Be observant. That includes learning from those you don’t admire as well as those you do.

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Abrigo

APRIL 25, 2023

Learn More Tailor SAR policies Deciding when and how to end a banking relationship A robust AML/CFT program should include procedures for when and how to exit a relationship with a SAR subject. But when and how to end a banking relationship is a risk-based decision unique to each financial institution.

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The Financial Brand

DECEMBER 9, 2019

Digital banking transformation must be embraced by leadership and delivered across the organization to avoid being disrupted. The post How To Avoid Digital Banking Disruption in 2020 appeared first on The Financial Brand.

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MyBankTracker

JUNE 23, 2020

Another example is the Fidelity Women’s Leadership Fund (FWOMX) which focuses on businesses that prioritize the development and advancement of women in leadership. Understanding how it works, and how it impacts returns, can help you decide whether sustainable investing is right for you. Why Sustainable Investing?

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Perficient

SEPTEMBER 11, 2023

Expert CRA Partners Our industry experts stay on top of the latest CRA tools and bring that ready know-how to our client engagements. Our financial services expertise , blended with our digital leadership across platforms and business needs, equips the largest organizations to solve complex challenges and compliantly drive growth.

Compliance 221

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Filene

MARCH 7, 2017

Our research indicates leadership is positively correlated with a credit union's membership growth. How do managers become great leaders who can effect positive outcomes for their credit unions? Join us as we look through the lens of leadership coaching, a collaborative approach to talent development.

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Cisco

AUGUST 9, 2022

This was revised in 2017, and this consistent framework is intended to be able to help leadership and the board assess their preparedness and risk over time. It is part of a multipart blog series on financial regulations and how to manage them architecturally, geared towards IT leadership.

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Gonzobanker

AUGUST 10, 2023

As bank executives navigate rising rates, margin compression and recession risk in 2023, a striking reality has seeped into leadership meetings: the hybrid workplace is here to stay, and there’s a ton of strategic ramifications to this new aspect of the business. Pretty soon the shareholders will begin forcing this blunt question.

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The Emmerich Group

NOVEMBER 1, 2023

For instance, if I’m a bank CEO, I want to know if the account managers who are assigned to my current top 100 and top 1000 customers are in contact with each one of them, or Continue Reading The post How to Manage for Profit in Challenging Times [VIDEO] appeared first on Emmerich Financial.

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Abrigo

JANUARY 29, 2015

Every time you provide “free” advice or thought leadership in a speech, an article or a blog post, you’re demonstrating that you know your subject and want to help clients and prospects alike. Share your knowledge! Protect your reputation, and as much as possible, define it.

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The Emmerich Group

APRIL 19, 2023

In this episode, I’m going to share with you how to overcome what I call “the middle management breakdown”—the block that keeps executives’ dreams from being the reality executed by the front-line team members. I believe that when middle managers master management, the resulting breakthroughs are profound and sustainable.

Video 28

Video How To Management Training 28