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Best Banking Books To Create The Modern Banker

South State Correspondent

One common question we field is recommendations of books to improve either bank performance or personal performance. These books span a range of banking topics but emphasize second-order thinking, productivity, building client relationships, and innovation. The book also contains the best appendix that you will ever read.

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Investment accounting compliance: How technology helps

Abrigo

Compliance with investment accounting and reporting requirements plays a central role in ensuring operational efficiency and regulatory adherence. Investment accounting compliance not only minimizes operational risks but also reduces regulatory scrutiny. WATCH Investment accounting compliance risks U.S.

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Managing the Risk Surface of a Loan Given Tariffs

South State Correspondent

Credit, interest rate, liquidity, optionality, legal and operational risk all interplay with each other to expose the bank, and the borrower, to a set of risk that can be visualized as a three-dimensional area. When a bank makes a loan, its stepping onto a multidimensional terrain of risk.

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Pandemic Aside, SoftBank-Backed Travel Platform Klook Raises $200 Million

PYMNTS

Hong Kong’s travel and leisure booking platform Klook has closed a $200 million Series E funding round led by Aspex Management , with participation by Sequoia Capital China , SoftBank Vision Fund, Matrix Partners China and Boyu Capital , according to a press release.

Capital 241
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Loadsmart Lands $90M From BlackRock, Maersk, For Digital Shipping Platform

PYMNTS

Chromo Capital co-led the deal. Also participating were Perry Capital, founded by Richard C. Perry, and new fund Bramalea Partners, launched by Andrew Boyd, former head of global equity capital markets at Fidelity Investments.

Capital 253
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5 Leading Digital Trends Shaping Wealth Management in 2025

Perficient

Wealth managers, meanwhile, aim to boost advisor collaboration and, together, grow their book of business. Additionally, proactive regulatory insights can equip your organization to mitigate risks and capitalize on new opportunities.

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Should Your Bank Adopt a Loan Hedging Program?

South State Correspondent

Operational, accounting, and reporting support: Almost all B2B programs require additional billing and notices, accounting treatment, and Dodd-Frank and other regulatory reporting requirements for borrowers. Outside of the personnel costs, a B2B program also has collateral, capital, legal, reporting, documentation, and processing costs.