Abrigo

DECEMBER 10, 2024

This article covers these key topics: What constitutes elder financial exploitation and why it may be increasing Financial institutions should be familiar with these red flags of elder abuse Enhancing AML programs to account for elder financial exploitation will help Following FinCEN guidance, utilizing fraud detection software, and reporting are crucial Combat elder financial exploitation with tips from FinCEN Demographic considerations and the vulnerabilities of old age put financial instituti

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Fraud Training Software social media 195

Perficient

DECEMBER 10, 2024

Were pleased to announce that Perficient has been named a Major Player in the IDC MarketScape: Worldwide Adobe Experience Cloud Professional Services 2024-2025 Vendor Assessment (Doc #US51741024, December 2024). We believe this recognition is a testament to our commitment to excellence and our dedication to delivering top-notch Adobe services to our clients.

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Study Strategy Maine Meeting 221

American Banker

DECEMBER 10, 2024

The industry should rally behind the Financial Data Exchange, which has stepped up to help develop standards and governance protocols for open banking in the United States.

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United States Data Industry Compliance 83

Jeff For Banks

DECEMBER 10, 2024

There have been some humbling moments in Top 5 recognitions, with some award recipients failing and one voluntarily liquidating. Although we seek long-term performance in our 5-year lookback to mitigate the risk of banks that stoke performance with risky bets, we are reminded that banking is a long game. Business models built to endure do so over different economic cycles.

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Las Vegas Lending Community Bank North Carolina 69

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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Groups

ABA Community Banking

DECEMBER 10, 2024

Independent Bank in Rockland, Massachusetts, has agreed to buy Enterprise Bancorp in Lowell. The post Massachusetts banks announce merger appeared first on ABA Banking Journal.

Massachusetts 52

Massachusetts Community Bank Community 52

The Financial Brand

DECEMBER 10, 2024

This article Wealth Management Is Transforming. Which Banks and Challengers Will Come Out on Top? appeared first on The Financial Brand. With an imminent, massive wealth transfer expected over the next twenty years, banks and challengers must position themselves to meet the needs of a new breed of customer. This article Wealth Management Is Transforming.

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Management Branding Meeting Fintech 34

American Banker

DECEMBER 10, 2024

A slower rate of price increases would boost the likelihood of an interest-rate cut that could expand loan demand and lower banks' deposit costs. A higher pace of inflation, however, could derail those catalysts.

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Community Bank Community 41

The Financial Brand

DECEMBER 10, 2024

This article AI Hype in Banking Cools as Skepticism Grows appeared first on The Financial Brand. Concerns over the inaccuracies of generative AI tools have dampened some of the enthusiasm surrounding the technology. This article AI Hype in Banking Cools as Skepticism Grows appeared first on The Financial Brand.

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Branding Tools Technology 26

American Banker

DECEMBER 10, 2024

Allegations of regulators pressuring banks to drop clients and customers because of political views or ties to legal-but-disfavored industries have sparked outrage among conservatives. But requiring banks to serve absolutely everyone would change the nature of banking in ways that aren't conservative.

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Regulation Industry Policies cryptocurrency 36

Advertiser: ZoomInfo

Incorporating generative AI (gen AI) into your sales process can speed up your wins through improved efficiency, personalized customer interactions, and better informed decision- making. Gen AI is a game changer for busy salespeople and can reduce time-consuming tasks, such as customer research, note-taking, and writing emails, and provide insightful data analysis and recommendations.

Analysis

The Financial Brand

DECEMBER 10, 2024

This article How Consumers Value and Use Branches is Shifting in Subtle Ways appeared first on The Financial Brand. Face-to-face support is important now, but younger consumers want more digital options. This article How Consumers Value and Use Branches is Shifting in Subtle Ways appeared first on The Financial Brand.

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Branding Branch Strategies Strategy 29

American Banker

DECEMBER 10, 2024

The bank suggests it's a scapegoat for Synapse's wrongdoing in a case of banking-as-a-service gone awry.

Technology 36

Technology Fintech 36

The Financial Brand

DECEMBER 10, 2024

This article How Consumers Value and Use Branches is Shifting in Subtle Ways appeared first on The Financial Brand. Face-to-face support is important now, but younger consumers want more digital options. This article How Consumers Value and Use Branches is Shifting in Subtle Ways appeared first on The Financial Brand.

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Branding Branch Strategies Strategy 28

American Banker

DECEMBER 10, 2024

The Honolulu-based bank is taking a $19.7 million pretax loss to rid its balance sheet of low-yielding investments. It joined a parade of banks that have made similar moves.

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Honolulu Community Bank Community Security 36

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Automation is changing the game for commercial lenders, offering a clear path to competitive advantage in 2025. Rising costs, outdated workflows, and manual data entry slow growth and impact borrower satisfaction. Automation addresses these challenges, reducing costs, speeding up loan cycles, improving accuracy, and elevating borrower experiences. With market uncertainty easing, now is the time to act—waiting until loan volumes rebound leaves lenders unprepared and struggling to compete.

Lending

The Financial Brand

DECEMBER 10, 2024

This article Young Professionals Lead Consumer Spending Shifts While Middle-Income Households Face Pressure appeared first on The Financial Brand. New data from Bank of America suggests that consumer priorities and economic behaviors are increasingly driven more by income level than by generational cohort. This article Young Professionals Lead Consumer Spending Shifts While Middle-Income Households Face Pressure appeared first on The Financial Brand.

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America Branding Data Millennials 28

American Banker

DECEMBER 10, 2024

The merger pairs the fintech's platform with Gen Digital's identity-protection services, such as Norton, LifeLock and ReputationDefender.

Fintech 36

Fintech Cyber Security Security 36

The Financial Brand

DECEMBER 10, 2024

This article Wealth Management Is Transforming. Which Banks and Challengers Will Come Out on Top? appeared first on The Financial Brand. With an imminent, massive wealth transfer expected over the next twenty years, banks and challengers must position themselves to meet the needs of a new breed of customer. This article Wealth Management Is Transforming.

Management 15

Management Branding Meeting Fintech 15

American Banker

DECEMBER 10, 2024

Some smaller banks are punching above their weight when it comes to being AI-savvy, industry observers say.

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Community Bank Community Industry Technology 34

Advertiser: ZoomInfo

In today’s ultra-competitive markets, it’s no longer enough to wait for buyers to show obvious signs of interest. Instead, sales teams must be proactive, identifying and acting on nuanced buyer behaviors — often before prospects are fully ready to make a purchase. In this eBook from ZoomInfo & Sell Better, learn 10 actionable ways to use these buyer signals to transform your sales strategy and close deals faster.

Capital

The Financial Brand

DECEMBER 10, 2024

This article Young Professionals Lead Consumer Spending Shifts While Middle-Income Households Face Pressure appeared first on The Financial Brand. New data from Bank of America suggests that consumer priorities and economic behaviors are increasingly driven more by income level than by generational cohort. This article Young Professionals Lead Consumer Spending Shifts While Middle-Income Households Face Pressure appeared first on The Financial Brand.

America 15

America Branding Data Millennials 15

American Banker

DECEMBER 10, 2024

From Donald Trump to Gunjan Kedia, Jerome Powell to Jamie Dimon, here are the people who will impact the industry this year (including Taylor Swift).

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Industry 82

The Financial Brand

DECEMBER 10, 2024

This article AI Hype in Banking Cools as Skepticism Grows appeared first on The Financial Brand. Concerns over the inaccuracies of generative AI tools have dampened some of the enthusiasm surrounding the technology. This article AI Hype in Banking Cools as Skepticism Grows appeared first on The Financial Brand.

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Branding Tools Technology 15

American Banker

DECEMBER 10, 2024

The top executives at some of the nation's largest banks spoke Tuesday about their expectations for the second Trump administration. Deregulation, capital rules, tariffs and inflation were all prominent topics.

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National Capital Groups Policies 77

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Remote Deposit Capture (RDC) clients are more likely to use additional treasury services and maintain larger deposits. However, poor customer experiences—particularly if they delay deposits—can compel RDC clients to take their business elsewhere. This eBook makes the case for outsourcing RDC operations to a proven managed services partner. This approach helps Treasury Departments with limited resources provide excellent client experiences that result in higher retention and productivity rates.

Operations

BankBazaar

DECEMBER 10, 2024

On International Mountain Day, we reflect on how mass tourism in hill stations impacts local economies, culture, and the environment, and the need for sustainable practices both environmental and financial. Growing up amidst the majestic peaks and tranquil valleys of the hills and mountains in India, well before any of them were discovered by tourists, has been one of the greatest privileges of my life.

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PopularBank

DECEMBER 10, 2024

In 2023, 120 million consumers and small businesses relied on Zelle for basic money transfers. Additionally, Zelle handled nearly three billion transactions worth over $800 billion. Despite its widespread use, less than a tenth of a percent of all transactions (three million, to be exact) were reported as frauds or scams. With its growing popularity, Zelle has unfortunately become a target for hackers and bad agents seeking to scam victims out of their hard-earned cash.

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Fraud How To social media Training 52