Independent Banker

FEBRUARY 28, 2023

Photo by Radachynskyi/Adobe Using ICBA’s Marketing Communications Toolkit, your community bank can tell its story with intention and precision. For the banking industry, marketing can be finicky. It offers professional tips that will help fine-tune your approach and set your marketing strategy up for success. Here’s a preview.

Marketing 91

Marketing social media Community Bank Video 91

PYMNTS

DECEMBER 30, 2020

To that end, as Lisa Shields , CEO of FISPAN , told Karen Webster, contextual business banking, with service embedded within enterprise resource planning (ERP) and business banking, is ready to take off. Embedding banking into ERP systems has been a hot topic as of late — although the buzz surrounding it has been years in the making.

System 243

System User Experience Resources Marketing 243

Abrigo

AUGUST 14, 2017

Accountants offering advisory services have a unique opportunity to shift their client’s mindset so that they view their accountant as a trusted advisor and a growth partner rather than a cost center. Indeed, according to Koltin and others, these services offer the most opportunity for accounting firms over the next 10 years.

social media 150

social media eBook Taxes Examples 150

Abrigo

JUNE 24, 2015

Above all, conferences will serve your firm by providing insight into your existing and potential service offerings and by opening up many networking opportunities for you and others from the firm. Whether or not your accounting firm is a large or small firm, these opportunities are essential to good business and growth within the firm.

Conference 150

Conference social media Industry Resources 150

PYMNTS

JUNE 6, 2019

Curt Queyrouze, president of digital-only TAB Bank , is clear about his position on the topic. As a younger generation of entrepreneur steps into the market, that minority will continue to shrink. if the regulatory climate shifts in a similar fashion.

Data 144

Data Meeting Regulation Management 144

South State Correspondent

DECEMBER 8, 2023

This conference is crucial because it provides insight into small business banking and has a good mix of essential banking-focused topics with a heavy emphasis on the customer experience. Whole Banking is a Function of Team Banking Selling, servicing, and marketing small business banking is expensive because of the complexity.

Conference 195

Conference Retail Community Bank Technology 195

PYMNTS

JUNE 19, 2020

That’s not only because eCommerce opens up a potential buyer pool to customers outside of one’s home market, creating the need for companies to accept payment in different currencies. A Multi-Currency Opportunity. It also has implications on the B2B side of operations, said Remitr CEO and Co-founder Kanchan Kumar.

Payments 140

Payments Strategy Online Marketing 140

Independent Banker

DECEMBER 31, 2022

In response, community banks have an opportunity to revisit hiring policies and training programs. Kirsti Coghlan, director of human resources at $600 million-asset Mauch Chunk Trust Company (MCT) in Jim Thorpe, Pa., By Roshan McArthur. A compassionate approach. learned the value of skills like these during the pandemic.

Training 98

Training Community Bank Community Knowledge Base 98

Independent Banker

DECEMBER 31, 2019

This focus enables community banks to maintain their true north amid continuous market changes. For example, if you are looking to establish or evolve your payments plan, the ICBA Bancard Digital Payments Strategy Tool and Guide offers a resource to provide direction.

Community Bank 125

Community Bank Community Washington Tools 125

PYMNTS

APRIL 18, 2017

The uprising of chat commerce over the past year has become the hot topic of conversation for many looking for ways to monetize chatbots. Connecting consumers with brands at any time of the day for customer service and making purchases gives chat commerce the opportunity to shake up the retail industry.

social media 123

social media Payments Retail Branding 123

Abrigo

MARCH 18, 2016

Are we putting resources where they need to be put?” Attending conferences Taking partners and/or staff to conferences that are focused on addressing key issues can provide education on overcoming market place difficulties. It can also provide opportunities for networking with peers facing similar issues.

Conference 150

Conference Resources Industry Data 150

FICO

JUNE 16, 2023

An applied intelligence platform enables companies to achieve this through better customer experience management, without having to rip-and-replace existing infrastructure. Hyper-personalization has become an increasingly hot topic and is now part of almost every conversation regarding customer experience.

Trends 52

Trends Management Customer Experience Resources 52

Abrigo

MARCH 15, 2016

They may also know where there are opportunities for efficiency. Research from Hinge Marketing suggests that making prospective clients aware of your services is the most important step you can take. Hinge Marketing's research report was conducted largely with financial services and accounting firms.

Leadership 150

Leadership Trends Industry Video 150

Abrigo

AUGUST 19, 2015

Experience: Investment in a CUSO can be beneficial because it can offer a variety of services such as marketing, loan servicing, portfolio review and management, IT services, insurance and more depending on an institution’s needs and resources. CUSOs hire professionals who are well-versed in commercial lending.

Lending 150

Lending Training Resources Analysis 150

Independent Banker

JANUARY 31, 2022

Fintechs help us address shortcomings that we don’t have the resources to address internally,” Gallman says. Community banks will have plenty of opportunity to get to know this year’s fintechs. Those conversations, he says, centered around whether community banks could compete against this brash group of newcomers. Click to Enlarge.

Community Bank 159

Community Bank Community Fintech Risk Management 159

PYMNTS

JUNE 11, 2020

The pivot toward delivering everything over bits and bytes, said Cohen, opens up new market share opportunities for forward-thinking merchants — and could spell existential risk for laggard firms. That’s becoming a hot topic.”. I don’t know if we are there yet.”.

Online 146

Online Data Fraud System 146

PYMNTS

JANUARY 15, 2019

30 Atlanta event will focus on digital marketing, which was identified as being among the top choices for an initial topic. She’s Next, he said, will embrace new or existing businesses, and through a “one step at a time” approach will see how “the demand and supply match” for certain areas of expertise.

Atlanta 189

Atlanta New York social media Community 189

FICO

MAY 19, 2023

This development enables Prosper to reward customers with improved credit, the opportunity to receive credit line increases. “As Topics include Mastering Credit, Credit Scores, Financial Literacy, Financial Wellness, Managing Debt, and Home Ownership.

United States 52

United States Lending social media Tools 52

Abrigo

OCTOBER 7, 2014

In fact, a survey of deal advisors earlier this year by Pepperdine Private Capital Markets Project , the International Business Brokers Association and M&A Source, found that baby boomers made up 65 percent of new clients trying to sell and 41 percent of client buyers. who may be able to refer valuation business to you.

Hawaii 170

Hawaii Training Compliance Guidelines 170

PYMNTS

SEPTEMBER 22, 2016

These are issues that affect the country these companies are in and the little guy who has new opportunities that wouldn’t have happened otherwise. Scharpf said that, often, “breakthroughs come from resource-deprived environments.” True, menstruation is not the most conversational of topics.

Innovation 100

Innovation Training Capital Resources 100

Abrigo

DECEMBER 29, 2023

Here are the top resources. Aside from formal training, one way that banks and credit unions can ensure staff are attuned to the latest regulations and best practices is by routinely sharing lending and credit risk resources. Click the header next to each number to visit the corresponding top banking risk resource.

Resources 221

Resources Lending Risk Management Policies 221

PYMNTS

FEBRUARY 19, 2018

In the latest Topic TBD, Chen Amit, CEO of payables automation company Tipalti , told PYMNTS’ Karen Webster that automating the AP process lets management focus on, well, managing. Tipalti is focused on the middle market, he said. It might be thought of as creating working capital without having to tap the markets for working capital.

Management 129

Management Taxes Resources Payments 129

PYMNTS

DECEMBER 5, 2018

By almost any measure, John Gossart , COO and Co-founder of fundraising resource Goodworld , has done more than his fair share of public service. Those issues were the main topics during a recent discussion between Gossart and Karen Webster for the latest edition of the PYMNTS Matchmakers podcast series. Payments Facilitator.

social media 187

social media Online Maine Payments 187

Abrigo

JANUARY 5, 2016

Leverage social media to market business valuation services. Much like peanut butter and jelly, social media and content marketing are two things that go together in the world of forward-thinking marketers and business owners. Marketing yourself or your firm to potential new clients can happen anywhere, anytime.

social media 150

social media Capital Video Meeting 150

Tomorrow's Transactions

JUNE 9, 2020

2020 has been dominated by the COVID-19 pandemic threatening our way of life, challenging our resourcefulness and resilience, on a global scale not experienced since the World War ended 75 years ago. Protect your people and other key resources at the heart of the operations – without them you are dead in the water.

Resources 82

Resources Risk Management Operations Regulation 82

PYMNTS

APRIL 16, 2018

But B2B eCommerce has some extreme differences from its B2C cousin, explained Karie Daudt, VP of customer experience and marketing at B2B eCommerce software provider Insite Software. B2B eCommerce is becoming a hot, hot topic. Amazon is gradually entering new markets around the globe, most recently launching operations in France.

Customer Experience 108

Customer Experience System Software Data 108

PYMNTS

NOVEMBER 29, 2016

Startups often need the resources — including the capital, equipment and expertise offered by these organizations — to stay afloat in an increasingly competitive marketplace. We bring in experts on various topics and do office hours, where they can sit in an office with our companies and answer their questions. Peer mentoring.

Portland 100

Portland United States Analysis Resources 100

PYMNTS

JULY 29, 2016

Don Bush , VP of Marketing at Kount , recently joined Karen Webster for a live digital discussion on what fraudsters are up to these days and how they perfect their trade. Fraudsters have better tools and data and are more specialized in their execution, which gives them more opportunity to practice their craft. There’s one more thing.

Fraud 100

Fraud Tools Cards Resources 100

Independent Banker

NOVEMBER 30, 2022

In our annual workplace survey, employees of ICBA’s best community banks to work for told us they benefit from engaging cultures, opportunities for advancement and innovative benefits. This all contributes to what many describe as a healthy work-life balance, with plenty of opportunities for growth. .; Midwest Bank, Norfolk, Neb.

Community Bank 169

Community Bank Community Montana Leadership 169

Independent Banker

JULY 29, 2016

The demand for professional development opportunities for community bankers has never been greater. It teaches bankers how to develop a compliance program, meet lending compliance requirements, and comply with deposit and marketing regulations. Education Resources. ICBA serves up in-depth professional development programs.

Minneapolis 70

Minneapolis Community Bank Community San Antonio 70

Independent Banker

OCTOBER 1, 2022

But as the prevalence of security breaches grows, so do the opportunities for community banks to position themselves as guardians of their customers’ personal data through compliance, technology and relationship building. Data privacy and security is a hot topic and is only getting hotter. By Katie Kuehner-Hebert.

Data 91

Data How To Community Bank California 91

Gonzobanker

OCTOBER 26, 2021

Whatever the good intentions of these new mandates, any new compliance orders require resources, change management, and an understanding of the unintended risks that could arise. And that brings us to the topic of mergers. Ensure the entire organization views this as a growth and learning opportunity.

Leadership 97

Leadership Compliance Strategy Branding 97

Gonzobanker

JUNE 25, 2021

1 technology priority for 2021 – ranking it considerably higher, even, than boosting efficiency or increasing revenue generating opportunities. Clearly define topics that should be resolved by agents at the first point of interaction. Organization. Optimize for first contact resolution. Customer Experience.

Customer Experience 128

Customer Experience Fraud Policies Training 128

PYMNTS

JUNE 23, 2016

As Don Bush, VP of Marketing at Kount , recently told Karen Webster , knowing what’s coming can better prepare you to defend yourself. Never has it been so easy to connect and network with other cybercriminals, while also having access to the types of resources guaranteed to improve our own activities. A Golden Opportunity. “I

Fraud 138

Fraud Cards Data Tools 138

William Mills

JANUARY 5, 2017

January is the time for goal setting and strategic planning and developing a public relations strategy now will help you brainstorm new ideas and opportunities for your credit union to shine. In other words, there is no strategy behind media outreach and the credit union simply reacts as media opportunities, or crises, arise.

Meeting 46

Meeting Strategy Leadership Industry 46

William Mills

NOVEMBER 17, 2016

This year’s MBA Annual Convention & Expo was like many other MBA Annuals in that it was an opportunity to spend quality time with peers that you may not see that often (maybe once a year); enjoy the beautiful weather; eat yummy Boston lobster rolls; and grab a copy of Mortgage Banking magazine.

Conference 65

Conference Industry Boston US 65

Independent Banker

JANUARY 26, 2016

Ideas, programs and resources to boost local entrepreneurship. That question is as important as ever for all community banks seeking to generate greater economic activity, job opportunities and general quality of life—for both people today and for the next generations—within the cities, towns and commercial districts they serve.

Miami 70

Miami Community Bank Community Resources 70