• Patrick Sanders
    Patrick Sanders May 18, 2018

    Five ways to deliver on customer service like Amazon, no matter the regulatory roadblocks

    It’s easy to envy the e-commerce king. But in following a strict regulatory rule book, banks can write a better customer service playbook.

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  • Five ways to deliver on customer service like Amazon, no matter the regulatory roadblocks

    Patrick Sanders
    Patrick Sanders May 18, 2018

    It’s easy to envy the e-commerce king. But in following a strict regulatory rule book, banks can write a better customer service playbook.

    Read More
  • Five best practices to innovate and simplify governance, risk and compliance

    Kevin Malicki May 15, 2018

    Regulation and compliance are immutable facts of banking life. Technology can open the door to transformation and greater simplicity.

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  • Building your best culture of compliance, and beyond

    Karl Dahlgren
    Karl Dahlgren May 11, 2018

    A ‘punch list’ mindset puts financial institutions at risk. Treating training as an opportunity means a win for customers, shareholders and banks.

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  • Fiduciary limbo: The struggle to get in step with the government’s new wealth management rule

    Lauri Giesen
    Lauri Giesen Mar 15, 2018

    It’s common sense to honor a client’s best interests. But how to do that remains foggy as the White House reviews—and could rewrite—a new retirement planning rule.

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  • Marijuana, banks and the perils of a growing business

    Craig Guillot
    Craig Guillot Mar 13, 2018

    Marijuana is legal in most states but illegal federally. That’s meant a funding struggle, with few banks ready to take the risk that serving these new businesses presents.

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  • Of data and deadlines: The scramble for cybersecurity compliance

    Vishal Gupta
    Vishal Gupta Mar 8, 2018

    The race is on to meet new cybersecurity measures. Data-centric security platforms could steer banks in the right direction.

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  • CECL made simple: How to master the biggest accounting change in banking history

    John Voigt
    John Voigt Feb 16, 2018

    The current expected credit loss standard has institutions scrambling. But once banks know the basics, credit loss reporting can become a stress-free exercise.

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