Abrigo

AUGUST 26, 2016

Does senior leadership do a good job of communicating its top priorities? Sageworks Senior Risk Management Consultant Rob Ashbaugh said many financial institutions are focusing on portfolio growth in order to offset the profit-pinching effects of low interest rates and thin margins.

Survey 150

Survey Risk Management Leadership Strategy 150

Insights on Business

AUGUST 15, 2018

To conduct business, financial organizations must adhere to strict regulations about how to handle personal information and transactions. Creating a single, unified view of threats and how to defeat them across those lines can sometimes be very difficult. How the leadership is measured and compensated.

How To 70

How To Risk Management Security Tools 70

South State Correspondent

JUNE 22, 2023

In the last article, we covered the basics of EOS ( HERE ), the Entrepreneurial Operating System, and how some banks use it to improve productivity. EOS is a comprehensive business system that empowers a leadership team to run a more successful bank. One of the framework’s strengths is the robust tool kit available to bankers.

Tools 195

Tools Meeting Management Leadership 195

Abrigo

FEBRUARY 8, 2024

Takeaway 2 Client fraud education at financial institutions should include takeaways that explain how to protect themselves from phishing and tips for staying secure online. Effective fraud risk management includes detection and fraud monitoring that should consider customer or member history and behavior.

Fraud 195

Fraud Resources social media Software 195

Gonzobanker

JUNE 26, 2020

Meanwhile, bank and credit union customers are learning, by necessity, how to access their accounts, sign critical documents and close on loans without going to a branch. Identify and document how internal processes and procedures will be performed via manual and electronic means in the current environment and remotely.

Survey 158

Survey Exercises Guidelines Operations 158

Abrigo

DECEMBER 5, 2016

Demand for effective cyber risk management is so strong that the AICPA is developing common criteria for CPAs to use as they help clients evaluate their programs and efforts. A lot of us know how to protect the perimeter of our facilities, but it is people clicking and downloading that can pose the biggest threats.”

Cyber Security 150

Cyber Security Security Software Meeting 150

Gonzobanker

MAY 8, 2020

So far, bankers have taken comfort in the soundbite that “this crisis is different” because of the strong capital levels and risk management rigor that has developed since the Great Recession. The winners of the next normal will come from the clear leadership that starts to rally right now. Ready … break! “In

Lending 110

Lending Analytics Analysis Capital 110

Banking 2020

DECEMBER 16, 2014

The banking industry needs to evolve, and at the heart of that evolution is fresh leadership to shake up the mold. As the industry begins its revolution to rebuild and reassemble itself, it also needs to take a new look at leadership. A big part of this is moving from reactive to proactive talent management. Look back 25 years.

Leadership 52

Leadership Regional America Industry 52

Gonzobanker

MARCH 22, 2023

Enterprise Risk Management – Bankers should expect that the regulatory pendulum will swing quickly to a highly strident tone. The slow, evolving maturity of a bank’s enterprise risk program needs to speed up fast. With the current situation, updates from leadership should be coming out at least weekly.

social media 78

social media Capital Risk Management Strategy 78

Gonzobanker

AUGUST 15, 2024

Additionally, individual and team accountability will be sky-high given the real-time dashboards that make this sales system visible to leadership. #2: The Enterprise@Service System This system may be connected to a bank’s CRM platform or built with service desk tools powered with robotic process automation.

System 78

System Analytics Management Compliance 78

FICO

JANUARY 24, 2018

Two of today’s hottest tech topics — cybersecurity insurance and artificial intelligence (AI) — were well represented at recent conferences in insurance and banking, respectively: Advisen Cyber Risks Insights Conference and Bank AI Expo. Advisen: Barbican Takes a Leadership Stance on Cybersecurity Insurance. Here’s my take.

Conference 55

Conference Customer Experience Maine Exercises 55

Independent Banker

DECEMBER 31, 2021

How long is your to-do list? Like most other community bankers, you spent many long nights processing Paycheck Protection Program (PPP) loans, planning how to do business in a pandemic and much more throughout 2020 and 2021. will need to teach customers who are unfamiliar with technology on how to use—and trust—these digital channels.

Community Bank 144

Community Bank Community Lending Louisiana 144

FICO

NOVEMBER 7, 2022

You never know when you’ll get a text from your leadership about testifying in front of the Senate! Continuous and consistent details about the dangers of scams, how they’re perpetrated and how to prevent them will help consumers become a powerful line of defense against scammers. TJ holds a B.S. in computer science and a M.S.

Fraud 52

Fraud US Payments South Carolina 52

Gonzobanker

NOVEMBER 2, 2023

Financial institutions standing in 2030 will have completed a significant and gut-wrenching transformation of their leadership talent. To overcome the struggle, banks need to build leadership teams that align with how a future “Smarter Bank” will operate. How did the team score? Where is there work to do?

Leadership 158

Leadership Industry Management Resources 158

Gonzobanker

JULY 8, 2022

However, in order to address this leadership mandate, CIOs must break through the tactical mindset and focus that consumes most hours of their day. Simply taking orders, fulfilling requests, managing outages, and measuring service levels—important responsibilities for sure—will not position the CIO nor the financial institution for success.

Resources 145

Resources Leadership Technology Management 145

Abrigo

MAY 5, 2022

Thankfully for bank and credit union executives, lenders, risk managers, and Bank Secrecy Act (BSA) Officers, banking podcasts and podcasts for credit unions are plentiful, and options are growing. Listen to the podcast episode, " How To Sleep Easier at Night About Capital and Risk Levels.". Lending & Credit Risk.

Community 195

Community Lending Maine Resources 195

Cisco

AUGUST 9, 2022

financial institutions, the FFIEC released new guidance and a Cybersecurity Assessment Tool for institutions to self assess their risks and determine their cybersecurity maturity. This was revised in 2017, and this consistent framework is intended to be able to help leadership and the board assess their preparedness and risk over time.

Tools 114

Tools Leadership Handbook Security 114

PYMNTS

JULY 24, 2019

s Conservative Party leadership contest is only the latest geopolitical event sparking concerns among analysts over foreign exchange (FX) markets — and corporates’ ability to react to those changes. With Johnson named as new Prime Minister, analysts are again shifting their focus on the execution of Brexit and how FX markets will be impacted.

Policies 143

Policies Survey Capital Marketing 143

Gonzobanker

DECEMBER 22, 2020

An early innovator in commercial workflow and analytics, upcoming CIOs could learn a ton from John on how to partner and engage constructively with lines of business. For more than 20 years, John has helped City National grow its niched commercial and private banking businesses with strategic technologies. ” – MX’s Kara Parkey.

Idaho 179

Idaho Community Industry Strategy 179

Gonzobanker

DECEMBER 14, 2023

Under Stuart’s leadership over the past 17 years, OnPoint has gone from under $2 billion in assets to knocking on the door of $10 billion, all while becoming the most recognized financial brand in the Portland market and achieving some of the industry’s best profitability in 2023. Also a big Gonzo thumbs up to Mantl’s Jeff Calnen.

Fintech 195

Fintech Community Regional Technology 195

Gonzobanker

DECEMBER 22, 2015

Dave brings crowd-pleasing, almost scary enthusiasm and know-how to his technology and architecture sessions at demos without invoking a bunch of buzzword BS. Best Leadership Performance in a Core Conversion. An old adage that never gets old: it matters when leadership hangs out in the foxhole. Golden Cufflink Award.

Community Bank 60

Community Bank Apple Technology Community 60

Abrigo

APRIL 4, 2025

Some 2,500 financial institutions have deployed the companys risk management, financial crime prevention, and lending software. Jernigan Using our combined 30+ years of experience helping Abrigo clients implement, learn how to use, and make the most of software, we discussed what successful deployments have had in common.

Software 195

Software Strategy Training Technology 195

South State Correspondent

NOVEMBER 6, 2024

Topics around identity, payments, card issuance/acquiring, leadership, and fraud were all more helpful than in years past. A common topic of sending banks was around how to better take advantage of The Clearing House’s new 5.0 . “Out” was the exuberance around banking-as-a-service (BaaS) and the giddiness of gen AI.

Conference 195

Conference Payments Fraud Apple 195

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn.

Utah 60

Utah System Marketing Community 60

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn.

Utah 60

Utah System Marketing Community 60