South State Correspondent

OCTOBER 26, 2022

The below survey sets out to answer these questions and more… with your help! The survey, for bank and credit union executives, managers, and directors in the US, comprises only 12 questions, plus four background questions, and will take less than 6 minutes to complete. The survey will remain open until Nov.

Survey 195

Survey US Analysis Data 195

South State Correspondent

SEPTEMBER 12, 2024

In this article, we look at a counterintuitive strategy when managing CDs to increase deposit performance. Simplify When Managing CDs A couple weeks ago, we discussed how best to leverage odd-month CDs and how best to use “specials” effectively ( HERE ).

Management 195

Management Community Examples Marketing 195

Abrigo

NOVEMBER 9, 2022

Financial institutions work to meet Q1 2023 CECL deadline A CECL implementation survey by Abrigo found progress by financial instittuions is mixed ahead of the upcoming deadline. . Takeaway 1 10% of banks and credit unions have completed CECL adoption, according to Abrigo's CECL implementation survey. Progress on CECL.

Survey 195

Survey Software Resources Meeting 195

Abrigo

OCTOBER 3, 2021

A survey by Abrigo found this is a common challenge. . Takeaway 1 Effective loan review begins with good data, but 37% of survey respondents say getting data is challenging. Effective loan review has always been critical for managing a financial institution’s credit risk as part of ensuring its safety and soundness.

Survey 195

Survey Data Lending System 195

Perficient

OCTOBER 10, 2020

In this article, I’ll highlight some of the biggest Teams management capabilities announced during Microsoft Ignite! . Luckily for you, Microsoft is bringing bulk policy assignment to the Teams Admin Center to make management a breeze! Device Management. Device Management Auto Alerting. Policy Bulk Assignment.

Management 309

Management Analytics Policies Survey 309

Payments Dive

OCTOBER 3, 2023

Millennials are the most willing age group to consider BNPL to manage holiday spending amid rising prices, according to a Square and Afterpay report.

Survey 243

Survey Millennials Groups Management 243

Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 3 Seven steps of change management will jump-start the implementation and improve adoption and digital transformation. Not in all cases.

Management 195

Management Software Survey Fintech 195

CFPB Monitor

AUGUST 22, 2023

The CFPB has published a notice in the Federal Register seeking comment on its request for approval by the Office of Management and Budget of a new one-time survey of student loan borrowers. Comments must be received by September 18, 2023.

Survey 78

Survey Management 78

CFPB Monitor

MARCH 12, 2024

The CFPB recently published a notice in the Federal Register indicating that it is seeking approval from the Office of Management and Budget for two new surveys intended to identify factors that influence a consumer’s decision to file a complaint with the CFPB. Comments must be received on or before May 6, 2024. Continue Reading

Survey 78

Survey Management 78

South State Correspondent

FEBRUARY 22, 2023

Non-Expert Deposit Pricing Management – How To Destroy Bank Franchise Value The best way to quickly destroy value is to peg a deposit product to an index such as SOFR, Prime, Fed Funds, or Treasuries. However, this doesn’t tell the whole story when it comes to deposit management.

Management 195

Management Marketing Branding Strategy 195

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

Bank Innovation

JANUARY 6, 2017

Professionals in the financial services industry are focusing their energy on regulation and data management, according to a survey from consulting firm and technology services provider Synechron.

Regulation 210

Regulation Industry Management Data 210

PYMNTS

JULY 1, 2020

But one thing is clear: Americans would be willing to dispense with their local bank and make Amazon , Apple or Google their primary payment account provider if those 21 st -century accounts allowed them to more easily manage and spend their money. A PYMNTS survey of 3,000 U.S.

Survey 183

Survey Cards Millennials ATM 183

The Financial Brand

SEPTEMBER 15, 2023

This article Why Your Next Strategic Plan Should Start with a Board-Management Survey appeared first on The Financial Brand. Surveying the board and management can ensure there's no misalignment. A strategic plan only works well when the entire team gets behind it.

Survey 36

Survey Management Branding Groups 36

Abrigo

SEPTEMBER 23, 2020

Key Takeaways Managing a large volume of loan workouts is the next challenge facing many financial institutions. Managing loan workouts requires tackling numerous process-related decisions concerning selecting, analyzing, and tracking loans. Managing loan workouts is a chief concern among banks and credit unions these days.

Management 195

Management Lending Risk Management Community 195

PYMNTS

NOVEMBER 10, 2020

Businesses of all sizes struggle with capital management, regardless of whether they employ staff or seek out third parties to handle their cash flows, accounts payable (AP) and accounts receivable (AR) processes and other related tasks. Factors Affecting Working Capital Needs. Having too much cash on hand is a mixed blessing, however.

Capital 218

Capital Management System Examples 218

PYMNTS

APRIL 16, 2019

But there’s also a lack of clear and accessible information about money management for the younger generation. The survey found 69 percent of survey respondents think terms and conditions of products aren’t clear, while two-thirds of young adults in the U.K. General Manager at Klarna, in the press release.

Management 169

Management Survey Millennials Community 169

Abrigo

JULY 9, 2021

Managing multiple vendors can be complex and expensive. Collaborations between fintech and financial institutions can help institutions increase revenues, generate new offerings and new business, and enhance the borrower experience, but it can also become difficult to manage as the number of partnerships grows. Download Now.

Management 195

Management Resources Lending Training 195

PYMNTS

AUGUST 27, 2019

A new survey of 34 banks in Switzerland showed that only about 50 percent of the population bank online, according to a report by Reuters. . The survey was conducted by the Swiss National Bank (SNB) and released on Tuesday (Aug. Overall, the banks have not yet reached their digitalization targets,” the SNB said.

Survey 129

Survey Online National Lending 129

PYMNTS

OCTOBER 12, 2018

Indicating that Americans may have a less favorable view of their own finances, the University of Michigan Survey of Consumers fell to a gauge of 99 for October. per a Thompson Reuters survey, Financial Times reported. And the survey of current economic conditions fell as well, reaching 111.4, The expected reading was 100.4

Survey 135

Survey US Michigan Groups 135

PYMNTS

FEBRUARY 27, 2019

A new survey found that Costco Wholesale has beat out Amazon in customer satisfaction. The annual American Customer Satisfaction Index (ACSI) survey shows that, after taking the top spot in customer satisfaction in the eCommerce space since 2010, Amazon dropped 4 percent to an ACSI score of 82 (out of 100), while Costco scored an 83.

Survey 129

Survey Retail Apple Branding 129

PYMNTS

OCTOBER 31, 2019

A new survey from J.D. Small Business Banking Satisfaction Survey found an 8 percent year-over-year increase in the percentage of small businesses that use their bank’s mobile banking app (61 percent in 2019, compared to 53 percent in 2018). Released on Thursday (Oct. 31), the J.D. Power 2019 U.S.

Survey 112

Survey Mobile Capital Management 112

PYMNTS

APRIL 1, 2019

A new survey by CNBC showed that Americans are feeling optimistic about their ability to save for the future, but are also still anxious about it. The survey, which was conducted in March, polled 2,300 adults. If you haven’t already engaged in financial planning or done your own analysis, now is a good time to do it,” Boneparth said.

Survey 108

Survey San Diego South Carolina New York 108

Payments Source

MARCH 26, 2020

Arizent, the parent company of PaymentsSource, has released a broad industry survey on both the impact of the crisis and emerging responses. Many companies are now managing remote workforces, either by choice or government mandate.

Survey 127

Survey Company Industry Management 127

Bobsguide

NOVEMBER 15, 2017

The latest survey in the Bob’s Guide To… series has been published today, and this time we want to know your opinions of the current asset management solutions market. For this survey we would like to ask all asset management professionals, vendors, and consultants from the bobsguide.

Survey 60

Survey Management System Marketing 60

Bobsguide

JANUARY 11, 2018

In late 2017 bobsguide surveyed its investment management community in order to better understand how the asset management software market is currently perceived. We asked asset managers, investment banks, consultancies, and asset management fintech vendors to tell us about their current tech.

Survey 83

Survey Management Fintech System 83

BankInovation

DECEMBER 14, 2021

Fifty-nine percent of the 216 risk managers queried for the “2022 Systemic Risk Barometer” survey conducted by the Depository Trust and Clearing Corporation (DTCC) cited cyber-risks in their top five threats, with 24% listing it as […].

Survey 98

Survey Risk Management Marketing System 98

PYMNTS

JANUARY 28, 2019

. “This report looks to identify and unpick the challenges, and opportunities, that companies are facing today as they manage risk and enhance their corporate value,” he said in a statement announcing the report. 44 percent of executives admit to having gaps in their current risk management systems , DSS found.

Management 145

Management Risk Management Survey Security 145

Bobsguide

SEPTEMBER 26, 2017

In August and September we ran the bobsguide Risk Management Systems Survey to get a better idea of what you, the industry risk professionals, need and want in a risk management system. We had just under 200 responses to our survey, representing a variety of financial institutions around the world.

Risk Management 60

Risk Management Survey System Industry 60

PYMNTS

JUNE 21, 2017

What’s more, half of the companies surveyed experienced between one and five IT security incidents in the past 12 months. Businesses managing ICS environments need to put the necessary policies, procedures, technology and training in place immediately to properly manage these risks before they have an opportunity to damage the business.”.

Survey 124

Survey Cyber Security Security Training 124

PYMNTS

DECEMBER 2, 2019

The following Deep Dive analyzes the spend management challenges these charitable and humanitarian groups face, as well as how workforce spend management and electronic procurement tools could help them more effectively manage their expenses. . Spend Control Challenges And Solutions. average is 66 percent, by comparison.

Management 141

Management Taxes Groups Regulation 141

PYMNTS

SEPTEMBER 25, 2018

Fusion Risk Management is expanding its corporate risk management software offering by integrating new functionality into the tool, the company said in a press release on Monday (Sept. He added, “Fragmented programs that rely on legacy tools bear hidden costs and risks.”.

Risk Management 182

Risk Management Software Management User Experience 182

PYMNTS

JUNE 30, 2017

A new report from Dun & Bradstreet and the Pepperdine Graziadio School of Business and Management finds the majority of small- and medium-sized enterprises in the U.S. The survey, the Q2 PCA Index, released Thursday (June 29), found 66 percent of U.S. are facing cash flow challenges.

Survey 156

Survey Capital Lending Report 156

Abrigo

OCTOBER 10, 2023

Last year's 2022 Loan Review Survey by Abrigo found these four common challenges in effective loan review. Learn what other banks are doing to manage. Permanently remote Collaboration: Maximizing remote work The 2022 Loan Review Survey found that approximately 78% of loan review staff work remotely, either partially or entirely.

Training 195

Training Survey Resources Software 195

Abrigo

OCTOBER 10, 2023

Last year's 2022 Loan Review Survey by Abrigo found these four common challenges in effective loan review. Learn what other banks are doing to manage. Permanently remote Collaboration: Maximizing remote work The 2022 Loan Review Survey found that approximately 78% of loan review staff work remotely, either partially or entirely.

Training 195

Training Survey Resources Software 195

PYMNTS

SEPTEMBER 26, 2017

“Having an intimate understanding of financial performance, the industry in which you operate and about customers needs and preferences can really set a business apart in a competitive marketplace,” said Claire Roberts, Commonwealth Bank’s SME business banking executive general manager, in a statement.

Survey 116

Survey Data Management Report 116

PYMNTS

APRIL 8, 2019

the latest evidence has suggested that entrepreneurs are holding onto their financial confidence — though it may be changing the ways they manage company cash. Thirty-five percent of businesses have considered a loan from a non-bank provider , the latest survey of SMBs by Growth Street found. The firm polled 2,000 executives at U.K.

Management 129

Management Strategy Survey Capital 129