PYMNTS

DECEMBER 2, 2019

Nonprofit organizations are responsible for providing multiple community services, including access to shelters, clothing, food and clean water, as well as educational and mental health resources. Expense management solutions ease groups’ compliance by streamlining expense categorization and providing greater data-based spending insights.

Management 141

Management Taxes Groups Regulation 141

Abrigo

AUGUST 7, 2023

Get more tips for managing the AML program from this webinar: "Conquering BSA challenges: Best practices for managing a successful AML program" DOWNLOAD Takeaway 1 A safe and sound financial institution is adequately staffed, but when staffing needs arise, it can be challenging to bridge the gaps.

Training 195

Training Fraud Leadership Resources 195

Perficient

AUGUST 15, 2024

– These are the exact words (with a couple of expletives, that I cannot quote here) – a senior fund administrator from a large investment firm uttered when we were presenting about environment aware financial risk management. How does it impact me?

Risk Management 221

Risk Management Resources Regulation Community 221

Abrigo

OCTOBER 30, 2024

Simply hiring more staff isn’t always the best solution or one that is necessarily welcomed by leadership, especially given pressures to restrain non-interest income expenses. Data-driven staffing assessments will pinpoint where resources are most needed. Streamline case management processes.

Compliance 221

Compliance Training System Management 221

Gonzobanker

NOVEMBER 9, 2022

New approaches to talent and technology are needed to address changes in the wealth management business model. Wealth management and trust clients are some of the most lasting and profitable relationships a bank can attract, but the banking industry is simply missing the opportunity to realize these businesses’ vast strategic potential.

Management 148

Management Community Bank Strategy Technology 148

Abrigo

MAY 24, 2024

Takeaway 2 It's important to review resources on how to prepare for FedNow and also look internally to create a plan for your unique financial institution. Stay informed The Federal Reserve and various industry groups offer numerous educational resources on the FedNow Service. Customize your FedNow plans Customization is key.

How To 243

How To Fraud Resources Georgia 243

PYMNTS

JULY 23, 2020

Open-source payments software producer Spreedly is growing its leadership team and has named new heads of human resources, technology and marketing, the company announced on Thursday (July 23). “As We are exceptionally well-positioned to grow our leadership in the payments orchestration market.”. Spreedly, based in Durham, N.C.,

North Carolina 163

North Carolina Leadership Resources Washington 163

Perficient

NOVEMBER 9, 2020

You can send personalized emails, text alerts, nurture customers, save internal time and resources, and create an overall better experience between your brand and your customer. HIPAA compliance and industry leadership. For instance, we recently launched a managed care consortium’s first marketing automation campaign on Marketo Engage.

Marketing Automation 525

Marketing Automation Marketing Resources System 525

Perficient

FEBRUARY 19, 2021

Indeed does a great job of breaking down the different roles management and leadership play in initiatives like team engagement: Leadership is often based on a mission, while management is often based on a specific task being completed. Management is more quantitative, while leadership is more qualitative.

Leadership 352

Leadership social media Survey Meeting 352

Jeff For Banks

JANUARY 30, 2021

In this video blog, I discuss my thoughts on community financial institutions upping their project management game. The ones that create the greatest value in terms of reducing resources needed to run the bank, or improve your most valuable customers' experiences. First, be selective in the projects you undertake. Because it's true.

Community 78

Community Management Video Customer Experience 78

Perficient

SEPTEMBER 9, 2020

However, many B2B sites weren’t performing well or able to adapt to this approach because they lacked the specific resources and knowledge needed to be successful, and even felt hesitant to adopt new digital methods because previous of ecommerce site failures.

Resources 340

Resources System Marketing Strategies Strategy 340

Perficient

FEBRUARY 12, 2021

This blog explores how leadership can help kick off their commitment from the new hire’s onboarding stages. Create and share a sample agenda, which can include, a meeting with Hiring Manager and the immediate team familiar with one another. Helping bridge the transition is the onboarding process. Keep it simple.

Conference 340

Conference Video Branding Meeting 340

ForwardBanker

MAY 1, 2019

With millennials poised to outpace baby boomers as the largest generation and expected to represent 50 percent of the workforce by 2020, it’s more vital now than ever to prepare your millennial employees for the leadership roles ahead. The post Millennials: An Untapped Resource to Drive Success appeared first on Deluxe FS.

Millennials 45

Millennials Resources Leadership Industry 45

Banking Exchange

APRIL 19, 2021

New C-suite appointment at Banc of California, while Wells Fargo announces HR leadership change Management Feature Human Resources CSuite Feature3 Community Banking.

Oregon 78

Oregon Leadership California Community Bank 78

Perficient

MARCH 1, 2021

BONUS: What Perficient Leadership Says About Driving STEM Education and Career Opportunities. My advice to you is to be curious, be intentional, and be resourceful. Joel Stanesa , general manager of Detroit, echoed, “We want to get to know you throughout the class and we’re here to support you.

Detroit 520

Detroit Training Community Metro 520

Independent Banker

JULY 31, 2022

As we approach budget season, this is a great time to think about how effectively we can allocate resources for training and development. Follow that by making the bank’s strategic priorities clear to department leaders and managers, so that they can select training opportunities that support them and their teams. Mark your direction.

Training 140

Training Resources Community Bank Leadership 140

Perficient

AUGUST 14, 2020

More than ever before there are so many tools and resources to show one how to gain control and empower the business in areas like adoption and governance. Ultimately there are a few key resources for not only getting started but also for getting your arms around Teams can be a healthy Hub for modern teamwork.

Resources 360

Resources Tools Innovation Community 360

Perficient

JULY 29, 2020

Time is a constant adversary in project and task management. Managers are often inundated with a performance quandary. The balance between completing these quick tasks or training someone else to perform them is a struggle all managers face. Managers are supposed to manage. Empower through Delegation.

Training 371

Training Management Operations Resources 371

Perficient

SEPTEMBER 11, 2023

The FDIC’s DCP examination management team will inform financial institutions, during their initial pre-examination contact, of the application that will be used for their examination during the transition to BES. Contact us to discuss your specific risk and regulatory challenges.

Compliance 221

Compliance FDIC Tools Leadership 221

Independent Banker

FEBRUARY 24, 2015

ICBA convention keynote speaker Carly Fiorina, a former Hewlett-Packard chief, shares her perspective on business innovation and leadership. Fiorina: When I first arrived at H-P, I thought the most important thing we should do together as a leadership team was to determine what our assets were and determine what our ambitions should be.

Leadership 70

Leadership Community Bank Community Industry 70

Banking Exchange

SEPTEMBER 21, 2020

Plus: New lead director at JPMorgan Chase, and First Port City Bank promotes CFO to risk leadership role Management Feature Feature3 Human Resources Community Banking.

Leadership 78

Leadership Community Bank Resources Community 78

Abrigo

JUNE 14, 2021

Management commitment As with any compliance program, one of the most important aspects of a strong SCP is a “culture of compliance,” from the top, to the middle, to the front line. As seldom seen from the regulatory authorities, the Guidelines generally defines management as senior leadership, executives, or the board of directors.

Compliance 370

Compliance Training Resources Policies 370

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

Perficient

AUGUST 14, 2020

Managing Dynamic Events. Health systems must respond in real time in order to manage the current needs of the patient. Evolving Regulations – Each state has their own guidelines for managing this health crisis. Our environment is constantly changing.

System 519

System Analytics Strategy Guidelines 519

PYMNTS

JULY 9, 2020

. “By joining Visa’s Fast Track program, exciting FinTechs like Accrualify gain unprecedented access to Visa experts, technology and resources,” Angelos said, according to the release. “Fast Track lets us provide new resources that rapidly growing companies need to scale with efficiency.”

Cards 229

Cards Resources Trends Leadership 229

Banking Exchange

FEBRUARY 26, 2020

Senior leadership appointments at UBS, Comerica, Mastercard, Capital Bank, BMO, Mutual of Omaha, Bank of Hawaii and KeyCorp Management Feature Human Resources Feature3.

Omaha 78

Omaha Hawaii Leadership Resources 78

Independent Banker

JULY 30, 2015

The courses are designed to help community bankers build a strong foundation in eight key areas of bank operations: compliance security, management, information technology, customer service and sales, teller training, human resources and health and safety. Leadership Development Conference. Community Banking Live.

Resources 70

Resources Tools Community Bank Conference 70

Jeff For Banks

JANUARY 5, 2015

With all of the scholarship on leadership, what could I add to the conversation? And if we reflect on the decline of our industry, an honest in-the-mirror assessment of bank leadership merits discussion. At this stage of the post, I could cite studies, books, and management luminaries on what makes great leaders. I think not.

Leadership 60

Leadership Industry Training Groups 60

Abrigo

FEBRUARY 8, 2024

Takeaway 3 Numerous resources can help banks and credit unions offer training on fraud to help customers or members recognize scams and avoid theft. 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

PopularBank

FEBRUARY 19, 2021

As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021. Our Wealth Management team is here to help.

Meeting 98

Meeting Management Millennials Industry 98

PYMNTS

AUGUST 11, 2020

” Spreedly has been on a spree of hiring new people as of late, also recently filling their roles for heads of human resources, technology and marketing, PYMNTS reported.

Security 221

Security North Carolina Leadership Meeting 221

South State Correspondent

APRIL 19, 2023

Deposit value now dwarfs fee value, yet many management teams are still worried and compensated on fee generation. Investing resources and capital to align relationship products better and then spending marketing dollars on promoting the bank and cross-selling can provide one of the better returns in bank marketing.

How To 195

How To Examples Resources Marketing 195

ForwardBanker

MAY 1, 2019

With millennials poised to outpace baby boomers as the largest generation and expected to represent 50 percent of the workforce by 2020, it’s more vital now than ever to prepare your millennial employees for the leadership roles ahead.

Millennials 28

Millennials Resources Leadership Industry 28

Gonzobanker

OCTOBER 3, 2024

Traditionally, bank CIOs have sought the security of “controlling data” by storing and managing it via an on-premise data warehouse, reflecting a bias that “if I can see the equipment storing the data, we’re safe.” That road trip may take a while. In the future world of banking, only the smartest will survive.

Analytics 78

Analytics Data Las Vegas Los Angeles 78

PYMNTS

DECEMBER 12, 2019

Founded in 2010 by Mohan Giridharadas, LeanTaaS is a predictive analytics company that taps data science to improve healthcare provider performance, using cloud-based solutions to solve problems like resource utilization. LeanTaaS’ iQueue represents a rare nexus of product leadership, robust ROI and fast time to value for hospitals.

Software 130

Software Analytics Resources Leadership 130

Abrigo

DECEMBER 8, 2021

If the board does not understand the Bank Secrecy Act (BSA) and your anti-money laundering (AML) program, they may not fully understand their role, affecting much-needed resources down the road. Discuss staff training Discuss your department's training, including internal and external resources.

Training 195

Training Resources Video Compliance 195

Independent Banker

SEPTEMBER 30, 2021

I’m looking forward to convening in person during our leadership and committee meetings, Oct. All levels of the organization need to be up to speed on cyber risk, how it’s being mitigated and the resources available to them. Resourcing teams appropriately. Cybersecurity has to be constantly managed to keep up with threats.

Resources 131

Resources Community Community Bank Leadership 131