Wednesday 26 April 2017

Industry Insights: All Channels Matter, But It’s About the Experience

Engaging Consumers with True Omni-Channel Banking

Transactions continue to migrate from branches to digital channels. Gartner predicts that customers will manage as much as 85%…

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Monday 17 April 2017

Contemporary Technology Outside, Classic Service Inside

Financial institutions find new ways to reach consumers

Winds of change have blown through brick and mortar stores, restaurants…and financial institutions. In case you missed…

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Wednesday 12 April 2017

Industry Insights: Learning About Lending

Banks and credit unions use technology to wrangle loan portfolios

Lending portfolios are beginning to bulge. Potential new borrowers, especially the coming-of-age millennials, are ripe…

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Monday 5 December 2016

How to Automate Your Bank’s Loan Participations


Loan participations can present new opportunities for your bank and simultaneously reduce risk. Although there are a number of obvious benefits associated with participation loans…

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Tuesday 8 November 2016

Scan Paper Files in Minutes (with Bank Barcode Scanning)

Feeling stressed? Knowing that your institution has an ever-growing mountain of paper files just waiting to be scanned can certainly be overwhelming. But, with the…

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Thursday 31 July 2014

Loan File Maintenance: The Importance of Internal Controls

What reports do bank and credit union directors use most often to analyze the performance of the institution's loan portfolio? If you ask enough board…

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Thursday 3 July 2014

Loan Management System: Project Documentation

Selecting a bank document management software can feel overwhelming. However, it doesn’t have to be. The best method is to approach the task systematically and…

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Thursday 17 April 2014

Tips for Selecting a Bank Technology Vendor

Is your institution in the market for a new bank technology system? It may seem overwhelming, but when approached from an objective and systematic way…

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Friday 3 January 2014

Loan Document Scanning Considerations

Over the last decade, we have seen an increasing number of financial institutions make the change to electronic content management (document imaging). As…

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