South State Correspondent

JANUARY 4, 2023

In addition, they may consider focusing on these five critical areas: Improve Operating Leverage. To improve the quality of their earnings, banks need their number one focus to be on making their operations more efficient. To the extent projects improve operating leverage and the total experience, so much the better.

Community Bank 195

Community Bank Capital Training Lending 195

Gonzobanker

JANUARY 4, 2016

For the most part, these channels are flooding executives with high-level “what” observations and doing nothing to help them make strategic “how” decisions or adopt new operating tactics. GonzoBanker Bank Chief Risk Officer Roundtable Phoenix Apr 3-5. GonzoBanker Bank CFO Roundtable Phoenix May 15-17. BANK ROUNDTABLES.

San Diego 60

San Diego Phoenix social media Strategy 60

Gonzobanker

MARCH 25, 2020

My neighbor in Phoenix is closing on a house this week and will do so with the only physical meeting in the entire process – offer, loan, title, etc. At some point, we will need to have the conversation about the impact this all may have on sales, service, staff, skills, training, goals, performance management and other things.

San Francisco 134

San Francisco Phoenix Meeting Training 134

Insights on Business

MAY 21, 2018

Last week, I had the pleasure of hosting a panel at the SIFMA Ops conference in Phoenix. The initial projects financial institutions are targeting are the low risk, do-no-harm processes rather than testing on core processing. The long-term view is that AI will manage the process. Many of those projects fall under automation.

Trends 70

Trends Report Phoenix Compliance 70

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

JULY 18, 2017

Both Lending Club and Laplanche are currently facing shareholder litigation that claims they concealed material weaknesses in the online lender’s ability to monitor its operations. “I It’s reported that Upgrade’s loan volumes are growing and that it intends to add new asset managers to its roster over the next half year.

Lending 122

Lending San Francisco Online Risk Management 122

Gonzobanker

DECEMBER 14, 2023

Meanwhile, technology changes continued at a breakneck pace, with generative AI the biggest topic around management tables. Importantly, Huntington has continued to focus on digital investments and its strong legacy of product management to remain a progressive regional bank. Nobody is quite sure which side this seesaw will land on.

Fintech 195

Fintech Community Regional Technology 195