PYMNTS
MARCH 17, 2019
However, while the technology is fine, the financial services (FinServ) offerings concern the president of Chinese financial investment platform Phoenix Finance. A lot of companies are not [there] in terms of their business plan, in terms of their risk management process, in terms of their overall management,” he said. “A
South State Correspondent
JANUARY 4, 2023
Popular projects for 2023 include online loan and deposit onboarding utilizing third-party data to speed the process, compliance-as-a-service, payments, card controls, service case management, leveraging data for customer insights, and providing open banking APIs to customers. Sectors like office, retail, and hospitality, are even worse.
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Gonzobanker
JANUARY 4, 2016
Retail executives collectively evaluated their Retail organizational structures to determine the most productive distribution of departmental ownership and experience management. GonzoBanker Bank Chief Risk Officer Roundtable Phoenix Apr 3-5. GonzoBanker Bank CFO Roundtable Phoenix May 15-17. 2016 GONZOBANKER ROUNDTABLES.
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.
Insights on Business
MAY 21, 2018
Last week, I had the pleasure of hosting a panel at the SIFMA Ops conference in Phoenix. The long-term view is that AI will manage the process. We’re seeing these small AI projects expand quickly as teams become more powerful, showing bigger sales numbers, better risk management, or faster response times.
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.
PYMNTS
JULY 18, 2017
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. So far, the firm has signed up six asset managers who have already committed to buying loans originated by the company, including Jefferies LLC and an unnamed Hong Kong firm.
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