Quick Q&A

Nov 2021

The data in documents can help financial institutions protect themselves from fraud or offer more personalized products and services to their customers. Intelligent document processing can help.

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Oct 2021

Climate change risk is not an abstraction, certainly not amid a recent spate of catastrophic hurricanes, wildfires and floods. Banks understand they’ll need to do something. But what? And when? Michael Denton’s team at Moody’s Analytics helps financial institutions with their planning and strategy.

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Sep 2021

What are the risks of working with a single vendor? Jason Blair from R&T Deposit Solutions shares insightful answers.

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Aug 2021

Rob Guilfoyle from Abe.ai discusses how banks and credit unions can create a frictionless CX and how AI can help smaller banks compete more effectively against the big players.

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Jul 2021

Robert Ropars and Stephenie Williams from Harland Clarke discuss how banks and credit unions can effectively promote their services to consumers in the right place, at the right time, in a seamless, noninvasive manner.

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Jun 2021

The mortgage process has traditionally been very manual. But automation, machine learning and AI are now enhancing and accelerating the game, says Phillip King from ServiceLink.

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May 2021

Jason Olson from Deluxe outlines how banks and credit unions can benefit from offering small-business mobile RDC services. Learn More >

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Apr 2021

How did the past year impact the performance of financial institutions? What weaknesses did the pandemic uncover? Danny Baker from Fiserv shares his insights. Learn More >

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Mar 2021

Why is elevating your people such an important topic for middle-market banks today? Paula O’Reilly from Accenture shares details from her experience working with leaders at these institutions. Learn More >

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Feb 2021

Account holders, both existing and acquired, need to know they are valued and how they will benefit from an M&A. Carrie Stapp from Harland Clarke discusses the customer engagement strategies vital during the change. Learn More >

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Jan 2021

Learn how branch resources can deliver measurable results on improved efficiency, productivity and sales effectiveness with insights from Kiran Analytics SVP Jackie Hudson. Learn More >

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Nov 2020

How can banks and credit unions can address the uptick in identity fraud? LexisNexis Risk Solutions’ Kimberly White shares her insights. Learn More >

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Oct 2020

Marc Salinas from Bottomline Technologies discusses how relationship management, both responsibilities and customer expectations, is changing at banks and credit unions. Learn More >

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