Jeff For Banks

MAY 16, 2015

High level risk management reports (because more granular risk reports are reviewed in Committee) and trends. Executive recruiter Alan Kaplan recently wrote an article for Bank Director magazine titled What Makes Great Boards Great. How could they? It's 300 pages! In two days! And most Board members have full time jobs!

Report 60

Report Policies Risk Management Meeting 60

Jeff For Banks

AUGUST 14, 2022

The FDIC's quarterly Supervisory Insights for Summer 2011 had a list! I encourage you to read Jenna Burke of the Independent Community Bankers Association's piece on this issue in their latest Independent Banker magazine (link: Jenna Burke: Leading the climate risk charge – Independent Banker ). What were disfavored industries?

Operations 78

Operations Lending Industry FDIC 78

Jeff For Banks

AUGUST 22, 2014

Bank Investment Consultant magazine recently published the results of a bank/credit union investment sales benchmarking report from Kehrer Bielan Research and Consulting. At the end of 2013, US registered investment companies managed $17.1 trillion in assets , while bank assets in all FDIC insured financial institutions was $14.7

Retail 84

Retail Tools Management Taxes 84

Banking 2020

MARCH 17, 2015

What’s memorable is that this very large bank has managed to add a personal touch to such a straightforward transaction. You might protest, “we have to sound like that because the FHA/FDIC/FCRA requires it,” but I don’t buy it. Sure, I can check my balance and transfer money. But I expect to be able to do that.

San Francisco 40

San Francisco Customer Experience Mobile FDIC 40

Fintech Labs Insights

JANUARY 24, 2025

Table: The Best Fintech Product Launches of 2025 & 2024 Summary Company Date Product Sector Source Market/HQ Ramp launches treasury management product paying 2.5% Table: The Best Fintech Product Launches of 2025 & 2024 Summary Company Date Product Sector Source Market/HQ Ramp launches treasury management product paying 2.5%

Fintech 12

Fintech Trends Taxes Cards 12

Jeff For Banks

APRIL 14, 2022

Or read him in Bank Director magazine. Inside the FDIC: Thirty Years of Bank Failures, Bailouts, and Regulatory Battles 2015 Louis D. Manias, Panics, and Crashes: A History of Financial Crises 2005 John Jay Knox Knox, John Jay A History of Banking in the United States 2017 Timothy Koch Koch, Timothy Bank Management (8th ed.)

America 60

America National Denver United States 60