Increasing efficiency can yield higher levels of customer and member satisfaction and save your financial institution money. When it comes to trust departments, one major…
Financial institutions are no different than organizations of other industries, and every interaction – both from within the branch or remote - provides a bank…
Document tracking is sometimes viewed as a back-office function that deserves minimal strategic thought. Banks and credit unions that hold this opinion tend to struggle…
Banks and credit unions have often maintained legacy check processing solutions that ‘get the job done’ despite challenges faced with data transparency, streamlined workflows, and…
There’s been a buzz recently about eliminating overdraft and nonsufficient funds (NSF) fees at banks and credit unions. With institutions of all sizes modifying their…
Bankers need on-demand access to reliable, actionable business information. Your core banking system can be a great source of data, but it’s not your only…
Open banking creates an environment in which the consumer journey and experience sits at the forefront, and banks and credit unions can easily connect account…
Preparing for audits and exams can be incredibly stressful—and time-consuming. That’s especially true when your bank still relies on paper loan files, manual ticklers, and…
Wendi A. Klein, Vice President, Marketing & Communications
Community banks and credit unions have historically been known for their personal touch and link to local businesses, and for making account holders feel heard…
