Bobsguide

JULY 21, 2022

• The financial technology firm expands bookings by 300% in H1 2022 versus prior period. Company hires nearly 100 new staff globally in H1 2022, including senior appointments to support expansion. TS Imagine has hired 100 new staff globally in H1 2022, with the majority in development and data science roles.

New York 87

New York Software Capital Leadership 87

Bobsguide

APRIL 21, 2022

Company welcomes Isabel to the Finastra leadership team, as EVP, Lending Business Unit. London, UK – April 21, 2022 – Finastra today announced the appointment of Isabel Fernandez, a highly regarded senior banking and technology executive, to the role of EVP for the company’s Lending Business Unit, effective May 2022.

Lending 109

Lending Leadership Community Software 109

South State Correspondent

MARCH 13, 2023

The abrupt collapse of Silicon Valley Bank (SVB) is a stunning example of bank leadership not understanding interest rate risk, running into trouble with an inverted yield curve, and ignoring the impact of a severe monetary correction on long-duration assets. at the end of 2022, with $2.4B

Risk Management 221

Risk Management Management Community Bank Community 221

Gonzobanker

FEBRUARY 8, 2023

billion in Q4 2022, down 79% from Q4 2021. The total number of deals funded dropped from 423 in Q4 2021 to 342 in Q4 2022, representing a 73% decline in the average funding amount per raise from $43 million down to $11.4 Community Banks as Venture Capitalists In fact, not all providers of venture capital are venture capitalists.

Community Bank 97

Community Bank Community Fintech Leadership 97

Bobsguide

OCTOBER 7, 2022

London, UK – October 6, 2022 – Finastra today announced the appointment of Helen Cook as Chief People Officer. Based at Finastra’s HQ in Paddington, Helen is a key member of the Finastra Executive Leadership Team, reporting to CEO, Simon Paris. Read more about the full Finastra Leadership Team here: Meet our Executive Team.

Leadership 122

Leadership Software Resources Lending 122

Abrigo

MARCH 21, 2023

Takeaway 2 Some banks and credit unions were late movers and are now scrambling to lock in funding for the short term to meet liquidity and capital needs. 4.75% over the course of 2022 and 2023. 1, 2022, to the current day. Specifically, Q1 2022 volume averaged $72.27 billion, while Q4 averaged $100.97 billion – a 39.7%

Risk Management 195

Risk Management Management Strategy Lending 195

Perficient

AUGUST 15, 2024

Governance factors focus on the organization’s leadership, transparency, accountability, and adherence to ethical business practices.” Social factors consider a company’s treatment of employees, diversity and inclusion practices, community relations, and involvement in socially responsible initiatives.

Risk Management 221

Risk Management Resources Regulation Community 221

Abrigo

MAY 20, 2022

CAMELS” is an acronym for six different components: Capital Adequacy: The amount of capital that must be held in the financial institution relative to the institution’s asset amount and type of asset risk. Evaluating Leadership. Top 10 Regulatory Topics NBFIs Should Prepare for in 2022. Customer Due Diligence.

Risk Management 195

Risk Management Management FDIC Meeting 195

Gonzobanker

DECEMBER 19, 2022

Who saw 2022 coming and accurately predicted the headlines? A few modest examples of the 2022 roller coaster ride: The Fed rate hikes in 2022 totaled 425 basis points. In 2022, there was… wait for it… exactly one. Goes to 2022. Goes to all the hot tech and defi players that bought pricey ads at the 2022 Super Bowl.

Community 216

Community Fintech Industry Innovation 216

Gonzobanker

AUGUST 10, 2023

As bank executives navigate rising rates, margin compression and recession risk in 2023, a striking reality has seeped into leadership meetings: the hybrid workplace is here to stay, and there’s a ton of strategic ramifications to this new aspect of the business. Pretty soon the shareholders will begin forcing this blunt question.

Leadership 127

Leadership Training Meeting Michigan 127

Jeff For Banks

DECEMBER 10, 2023

Although the 2022 Top 5 are holding their own and two of them remain in today's Top 5, the 2021 edition included one bank that failed (SVB Financial Group) and one that is voluntarily liquidating (Silvergate). Total return includes two components: capital appreciation and dividends. What a difference a year makes! The Bancorp, Inc.

Fresno 98

Fresno North Carolina Raleigh FDIC 98

FICO

FEBRUARY 16, 2023

Richard Deal Richard Deal leads FICO’s Human Resources function focused on attracting, engaging, developing and deploying talent through innovative human capital management strategies. You can read the complete Forbes piece here. He joined FICO in January, 2001 from Arcadia Financial Ltd., where he held the executive HR role for three years.

America 98

America Wisconsin Minneapolis Leadership 98

Perficient

NOVEMBER 21, 2023

Describe a typical day in the life. Perficient, though not new to insurance, is consistently realigning to capitalize on the industry’s digital transformation potential. In my role as our Insurance Principal within our Financial Services business unit, I spearhead our strategy and delivery efforts in insurance.

Industry 221

Industry Meeting Conference Maine 221

Bobsguide

APRIL 13, 2022

London, UK – April 12, 2022 – Finastra today announced a Banking as a Service (BaaS) collaboration with Microsoft to bring new lending options to thousands of Small and Medium Enterprises (SMEs) – a sector severely underserved when it comes to accessing finance. “We

Lending 112

Lending Community Leadership Capital 112

Bobsguide

OCTOBER 4, 2022

London, UK – October 3, 2022 – Finastra today revealed a sneak peek at its annual State of the Nation Financial Services research. The encouraging research findings coincide with the launch of season two on Finastra Universe TV – a new series of on-demand digital thought leadership videos exploring this world of open finance.

Leadership 68

Leadership Innovation Industry Capital 68

CFPB Monitor

MARCH 29, 2022

Delivering the University of Pennsylvania Law School’s 2022 Distinguished Lecture on Regulation yesterday, CFPB Director Chopra addressed the following question: “How do we stop large dominant firms from violating the law over and over again with seeming impunity?” Limitations on leverage or requirements to raise equity capital.

Leadership 78

Leadership Pennsylvania Regulation Compliance 78

Abrigo

MAY 5, 2022

Guests and Marksberry typically talk leadership, life, and advice for listeners, all while telling stories of their journeys to leadership in the financial sector. Listen to the podcast episode, " How To Sleep Easier at Night About Capital and Risk Levels.". keep me informed. Whitepaper. Asset Liability Modeling. CECL Models.

Community 195

Community Lending Maine Resources 195

South State Correspondent

NOVEMBER 6, 2024

This year was less exuberant than 2022 but more strategic than any year we can remember in the past. Topics around identity, payments, card issuance/acquiring, leadership, and fraud were all more helpful than in years past. It is just a question of the correct balance of capital allocation, risk, and growth.

Conference 195

Conference Payments Fraud Apple 195

Bobsguide

APRIL 12, 2022

Dublin, 1 April 2022: Leading Irish private equity firm, Melior Equity Partners, has agreed an investment in Salmon Software, a fast-growing financial software business that provides customers with a world-class treasury management software system. Melior Equity Partners was founded in 2019 by Jonathan Cosgrave and Peter Garvey.

Software 147

Software System Management Groups 147

Abrigo

FEBRUARY 23, 2022

A recent survey by Abrigo found that 87 percent of banks surveyed are working to win more small business loans in 2022. Configured vs. Customized Considering the complexity of the banking technology ecosystem, it is rare that a financial institution has the capital and wherewithal to build its own lending software system.

How To 195

How To Lending Software Survey 195

Independent Banker

MARCH 31, 2022

From credit union overreach to onerous overregulation, the 2022/23 ICBA board of directors has plenty on its to-do list. When the 2022/23 ICBA board of directors was introduced at ICBA LIVE in San Antonio, Texas, there was a palpable sense of excitement in the air. Photos by Chris Williams. By Molly Bennett.

Community Bank 239

Community Bank Community Industry Texas 239

Gonzobanker

NOVEMBER 16, 2023

Today’s bank leadership teams and customer bases are skewed heavily toward the “digital immigrants” born before 1989, and this has allowed competitors to jump ahead on building trust with the explosive “natives” half of the market. Demographically, half of the U.S. Emily Osburn is a consultant at Cornerstone Advisors.

social media 97

social media Marketing Millennials Trends 97

Independent Banker

AUGUST 31, 2022

In February 2022, the $9 billion-asset community bank in The Woodlands, Texas, established a collaboration with Housing Partnership Fund (HPF), a community development financial institution (CDFI) and the financing arm of the Housing Partnership Network (HPN) to combat the affordable housing crisis through a new loan program, HPF FlexCap.

Austin 91

Austin Texas Community National 91

Independent Banker

DECEMBER 31, 2022

Following some respite in 2022, community bankers are bracing for a tougher economic landscape ahead in 2023. I’m excited going into 2023, because we have the capital to do more and make a difference in the communities that we serve.”. Sills: Our bank has about $100 million in new capital. By Beth Mattson-Teig.

Community Bank 91

Community Bank Community Tampa North Carolina 91

Gonzobanker

DECEMBER 14, 2023

Anyone who follows the industry knows this focused institution led by Findlay is all about executing the timeless principles of capital management, credit quality, efficiency and customer service. They should have been investing in fintech growth businesses and they had the capital to do it.” Grab some popcorn and watch.

Fintech 190

Fintech Community Regional Technology 190

Independent Banker

JANUARY 31, 2022

Edlund adds that ANB also does working capital lending, energy lending and real estate and development lending. Capitalizing on an area’s growing popularity. Daspit, who is based in Baytown, Texas, has held leadership roles in his local Rotary Club and at the United Way. There’s really not a lot we can’t do,” Edlund says.

Texas 182

Texas San Antonio Community Bank Community 182

Fintech Labs Insights

AUGUST 22, 2024

Fall 2022 (New York): Debbie: Raised $2.7M, continued expansion in automated financial services for personal finance management. Spring 2022 (San Francisco): Array: Credit and identity management platform, seeing increased adoption due to robust features and user-friendly interface. TAZI AI: Raised $6.1M Your Juno: Raised $2.5M

San Francisco 15

San Francisco New York San Jose Tools 15

Gonzobanker

DECEMBER 17, 2021

Then right back to the impossible in 2022. After leading a great and vibrant organization at Andrews Federal Credit Union, Jim and his family have taken on a new adventure, and the Gonzo team is confident Jim’s ambition and transparent leadership style will be welcome in Raleigh, N.C. Lifetime Leadership Achievement Awards.

Fintech 131

Fintech Strategy Leadership Lending 131

CB Insights

JULY 23, 2020

The company has raised $75M in funding from investors including Accel and ICONIQ Capital. For example, startup Mursion teaches sales, customer service, and leadership skills through interactions with avatars in virtual reality to simulate and analyze practice conversations. Source: Miro.

Meeting 101

Meeting Tools Company Survey 101

Jeff For Banks

APRIL 14, 2022

21st Century Monetary Policy: The Federal Reserve from the Great Inflation to COVID-19 2022 Ben S. Oil Capital: The History of American Oil, Wildcatters, Independents and Their Bankers 2016 Dwight L. A Term at the Fed: An Insider's View 2004 John Moody Moody, John The Masters of Capital: A Chronicle of Wall Street 2012 George S.

America 78

America National Denver United States 78