Abrigo

JANUARY 27, 2015

Following three successful years in Nashville, Tennessee, the 2015 Risk Management Summit heads to a new city this September. Summit attendees will also have the opportunity to attend a networking reception and the exclusive Banker Appreciation Night, to be announced in March. Blog Bank Credit Union'

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Gonzobanker

FEBRUARY 22, 2024

The right talent and tools can equip bankers to take advantage of opportunities in the small business market. As bankers continue to fight the deposit wars, they must move past the polite talk and build a true go-to-market plan to capture the lucrative U.S. No two markets are created equal.

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Lending Community Bank Community Strategy 78

Abrigo

DECEMBER 22, 2023

Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. They’ve also focused on managing interest rate risk in a rising rate environment. You might also like this resource, Abrigo's "2022 Loan Review Benchmark Survey Results."

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Lending Risk Management Community Management 221

Abrigo

OCTOBER 10, 2023

The fraud triangle is a concept frequently discussed in higher-level management and accounting courses. Use the fraud triangle to prevent fraud at your institution The concept of the fraud triangle is frequently used in business, accounting, and criminology. How can you put it to use at your financial institution? Coined by U.S.

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Independent Banker

DECEMBER 1, 2021

Here are some helpful tips and discussion points to assist you in core vendor management: . Here are some helpful tips and discussion points to assist you in core vendor management: . Make sure your team meets the team working behind-the-scenes, from the leadership team to the support managers. Vendor Management in Action .

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Independent Banker

FEBRUARY 28, 2022

That’s why we’ve spent the past three years educating community bankers on the why of innovation: why bankers should be thinking about innovation, why innovation is a top priority in a digital-first environment and why now is the time to act. Finding the right marketing partner.

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Community Bank Community Innovation Tools 148

Abrigo

FEBRUARY 23, 2023

Relationship focus helps CFIs Small banks can leapfrog competitors and better serve their communities by combining their unique advantages with smart management and partnerships. Takeaway 2 Small banks can better serve customers when they free up staff to focus on fostering relationships.

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South State Correspondent

AUGUST 15, 2022

Bankers often think from the bank’s perspective or from the regulator’s perspective. Below are 14 ways to force bankers to understand customer needs better and help banks do a better job at strategic planning prioritization. It will be important to the organization if it is essential to management.

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South State Correspondent

AUGUST 15, 2022

Bankers often think from the bank’s perspective or from the regulator’s perspective. Below are 14 ways to force bankers to understand customer needs better and help banks do a better job at strategic planning prioritization. It will be important to the organization if it is essential to management.

Customer Experience 195

Customer Experience Training Strategy social media 195

Gonzobanker

FEBRUARY 1, 2024

Turn up “Whole Lotta Love” and let the pure adrenalin rush of Jimmy Page’s intro accompany this year’s Acquire or Be Acquired recap … In the ever-evolving world of banking, Bank Director’s Acquire or Be Acquired Conference remains a constant. Old Ways Won’t Open New Doors While we can’t predict the future, we sure can prepare for it.

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Independent Banker

NOVEMBER 30, 2021

There’s a host of regulatory guidance when it comes to vendor management, but community banks also have wiggle room to craft their own policies. Managing all of your bank’s vendors can be a tall order, especially for community banks that rely on dozens or even hundreds of vendors. In addition to its vendor management platform, $2.2

Management 91

Management Community Bank Community New Jersey 91

Independent Banker

JANUARY 31, 2023

Digital media gives community bankers a platform for advocacy, and ICBA’s Virtual Advocacy Primer details how you can put it to work. How can a community banker best connect with a member of Congress? Wait a week for a response and then follow up if necessary by phone, Facebook message and/or Twitter direct message.

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social media Meeting Community Community Bank 103

South State Correspondent

AUGUST 31, 2022

For example, not only are payee and payor matched up correctly, but the name string is consistently in the format: Title, First Name, Middle Name/Initial, Last Name, and suffix. The advantage of using AI for document management in banking is threefold. What to Look for in A Document Intelligence Platform.

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Training Data Examples Taxes 448

Abrigo

NOVEMBER 2, 2022

Draws are often requested via email or phone and managed manually on a spreadsheet, and user errors or miscommunications can lead to overfunded or underfunded clients. 3 features that can improve speed and efficiency Construction loan automation eliminates manual processes, saving time and reducing human error. DOWNLOAD .

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Software Lending Training Mobile 195

Abrigo

SEPTEMBER 28, 2022

Construction loan risk management software leverages technology and sound process management to pull construction lending away from its manual roots. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Construction loan management software. Leveraging software to work smarter.

Lending 195

Lending Software Risk Management Management 195

South State Correspondent

MARCH 7, 2022

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

Strategy System Training Examples 221

Perficient

DECEMBER 2, 2020

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. Open accounts digitally without the need to sign papers in person.

Data 294

Data Customer Experience Case Study Branding 294

Jeff For Banks

FEBRUARY 24, 2022

On September 17, 2021 in the Scottsdale, Arizona desert, I delivered a speech to a ballroom full of bankers titled: 5 Things I Wish We Did Better. It was well received and was recently picked up by a banking school as an elective class. Number 1 on that list: Project Management. That's a year and a half for those counting.

Management 78

Management Community Bank Community Arizona 78

Independent Banker

FEBRUARY 28, 2022

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Photo by Janimal Photography. Dick, Chairman and CEO, Mainstreet Bank.

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Fintech Marketing Community Bank Community 136

Abrigo

MAY 24, 2023

If signed into law, the SAFE Act would allow banks to provide services to cannabis-related businesses (CRBs) in states that have passed the legalization of marijuana in some form. According to a letter from the American Bankers Association (ABA) to the Senate Banking Committee, only about 11 percent of all U.S.

Lending 195

Lending Fraud Operations Ohio 195

Independent Banker

MAY 31, 2020

That approach doesn’t line up at all with the reality of true leadership. A good leader listens and learns from their team, becoming stronger not by managing singularly, but by evolving concepts and direction based on group input. I’d say that’s the sign of a true leader. Where I’ll be this month.

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Leadership Community Community Bank US 174

TheGuardian

OCTOBER 2, 2023

Right around the time the gales of the financial crisis were tearing up Wall Street in 2009, Meredith Whitney started her own financial research firm. But all these former heads of investment banks, all these current bankers – they ran, not walked, to the office, just to meet him,” Whitney said. Michael signed them all.”

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Abrigo

DECEMBER 19, 2022

Checklists, guides, and more to help you and your AML-CFT staff Thousands of FinCrime professionals have accessed these guides, checklists, and other resources produced in 2022 by Abrigo's team, which includes former bankers, BSA officers, and regulators. . Would you like other articles like this in your inbox? Complimentary AML info.

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Resources Training Fraud Compliance 195

PYMNTS

DECEMBER 13, 2016

California has joined in the lawsuit bandwagon, ordering an investigation into claims retail bankers at Wells Fargo signed customers up for life insurance polices without their consent. It also ordered Wells Fargo to refund $5 million in fees that the bank wrongly charged customers.

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California Los Angeles Regional Resources 100

PYMNTS

JUNE 3, 2020

The Consumer Bankers Association and Bank Policy Institute , in a co-signed letter , have called on Congress to automatically forgive Paycheck Protection Program (PPP) loans under $150,000. Although that would cover around 85 percent of the loans, it would only cover about 26 percent of PPP loan dollars, the two groups said.

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Groups Analysis Policies Resources 148

South State Correspondent

JANUARY 3, 2024

Since many bankers likely have a self-improvement goal in their New Year’s resolutions, we wanted to put out our recommendations right from the start. To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. Heart Spoken , by Elizabeth Cottrell.

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Leadership Management Strategy How To 370

Independent Banker

OCTOBER 1, 2022

In fact, our 2022 CEO Outlook Survey ranked data security as a top concern, and as the digital sphere continues to evolve, all signs point to that level of concentration increasing. For example, by participating in tabletop exercises, bankers can get a first-hand account of where their preparedness plans shine and where they fall short.

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Exercises Community Bank Community Resources 126

Alex Jimenez

NOVEMBER 4, 2023

Wealth Management: While Money20/20 has historically been a payments-focused conference, there was quite a bit of discussion on innovations in wealth management, with an emphasis on generational wealth transfer and the overall impact of technology. Money 20/20 USA has become the biggest FinTech gathering in the US.

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Conference Meeting Trends Fintech 84

Gonzobanker

DECEMBER 17, 2021

THE BANKER AWARDS. Lots of tech and operations to clean up, it appears, but no solid bank is better qualified than the team from Minneapolis. Lots of tech and operations to clean up, it appears, but no solid bank is better qualified than the team from Minneapolis. Doug Larson. Gonzo readers, 2021 was just plain schizophrenic.

Fintech 147

Fintech Strategy Leadership Lending 147

Abrigo

SEPTEMBER 19, 2015

When the FASB releases final guidance on the credit impairment standard, Sageworks will conduct a panel-style webinar so that industry thought leaders can cover what the standard means for the ALLL calculation, how it will affect institutions and what bankers must do to comply.

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Resources Meeting Conference National 150

Gonzobanker

MARCH 9, 2022

Bank executives should take these new deals’ valuations as a sign that the free market sees the future of finance as unbundled from the traditional industry structure. These levels of revenue and EBITDA multiples have never been seen in the history of core banking platforms. Let’s take a closer look at each deal: Finxact Goes To Fiserv.

Financial Technology 149

Financial Technology Technology Fintech Community 149

Abrigo

AUGUST 4, 2016

Attendees of the Sageworks Risk Management Summit (September 14-16) this year have the opportunity to attend a pre-conference meeting with other Sageworks ALLL users for networking, best-practice sharing and solution training. (The Take your smartphone, for example. On the job, it’s the same way. Learn something new.

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PYMNTS

FEBRUARY 22, 2019

In a white-label relationship, the bank’s payment and treasury management specialists will include the FinTech platform in their overall product portfolio as they assess the needs of their clients, and will position them alongside traditional bank products.

Fintech 205

Fintech Regional Compliance Marketing 205

Independent Banker

FEBRUARY 28, 2023

It happens every time they open a checking account, apply for a mortgage, make a direct deposit, log into a bank’s website or chat with a banker, and more. Community banks own an enviable amount of data, but not all are leveraging it to its fullest extent. We can take that data and we can reach that person online,” Catalano says. “If

Community Bank 129

Community Bank Community Marketing Data 129

Independent Banker

OCTOBER 31, 2022

According to Kevin Wilzbach, director of technology product management for Wolters Kluwer Compliance Solutions, providing digital lending opportunities helps community banks stay true to their mission by providing the best customer experience. Offer the ability to speed up the entire process. By William Atkinson.

Lending 91

Lending Community Bank Community Illinois 91

Abrigo

DECEMBER 2, 2021

Takeaway 3 Signing up for 2022 conferences is another smart use of surplus budget funds, because some events are offering early-bird discounts. Two years ago, more bankers surveyed for that report named core deposit growth as their greatest challenge than any other issue. Beef up your loan pricing strategy.

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Gonzobanker

DECEMBER 22, 2020

Bankers started the year with good business plans, strong balance sheets, and optimism. Banks and credit unions had to fundamentally change their delivery, support and relationship management models at scopes and speeds that were unheard of. Even George Bailey would have given you the thumbs up. ” – Hunter Thompson.

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Idaho Community Industry Strategy 181