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southstatecorrespondent.com
Use This 5S Framework for Solving Strategic Challenges in Banking – Part I
Banks face a big set of challenges ahead. To gain a competitive advantage, having an effective and efficient systematic approach that is repeatable and can be part of your bank’s culture would be helpful. In this article, we provide a five-step AI-enabled process that will help your bank with solving strategic challenges.
| Banks/Specialty Finance/Mortgage Finance | Business Development |
libertystreeteconomics.newyorkfed.org
Comparing Apples to Apples: “Synthetic Real‑Time” Estimates of R‑Star
Creating Synthetic Real‑Time Estimates of R- Star
| Banks/Specialty Finance/Mortgage Finance | Treasury |
globalbankingandfinance.com
Workforce is a critical stakeholder in distressed situations: guidance for middle-market companies
The workforce is not merely an operational asset but a key stakeholder group.
| Banks/Specialty Finance/Mortgage Finance | Human Resources |
finovate.com
Socure Unveils AI Assistant for Global Watchlist Screening
The new AI Copilot will help reduce the number of false positives for Socure’s Global Watchlist Screening and Monitoring solution.
| Banks/Specialty Finance/Mortgage Finance | Information Technology |
bankingjournal.aba.com
The checking account wake-up call
Understanding the changing reality of just what is a checking account anymore, and that different customers are trying to solve different problems.
| Banks/Specialty Finance/Mortgage Finance | Business Development |
bankingjournal.aba.com
Three culture shifts for banks to get more from customer relationship management
Even the most advanced solution is useless if employees do not know how to use it effectively or waste time on manual processes
| Banks/Specialty Finance/Mortgage Finance | Information Technology |
thefinancialbrand.com
7 Fintech and Payments Trends That Will Reshape Retail Banking in 2025
A new report offers a comprehensive look at key payments concepts that will impact retail banks, both in the near-term and longer. Here are seven that we think should be top of mind for payments leaders at U.S. institutions.
| Banks/Specialty Finance/Mortgage Finance | Business Development |
thefinancialbrand.com
‘It Won’t Happen to Us:’ The Dangerous Mindset Minimizing Crisis Preparation
Most financial companies only start thinking about crisis management when they’re already in the middle of one, making the impact far worse than it needs to be. How can companies ensure they’re ready and avoid critical mistakes that could cost them their reputation?
| Banks/Specialty Finance/Mortgage Finance | Media and Communication |
thefinancialbrand.com
Why Thoughtfully Crafted Content Matters During Core Conversions
Core conversions affect the systems that customers rely on daily. Creativity and communication are at the heart of success when bank resources and customer satisfaction can be somewhat strained.
| Banks/Specialty Finance/Mortgage Finance | Marketing |
thefinancialbrand.com
Bad Attitudes Credit Unions and Community Banks Should Ditch in 2025
Smaller financial institutions are facing a reckoning as customers — particularly younger ones — contemplate breaking up with "bad banking
| Banks/Specialty Finance/Mortgage Finance | Sales |
thefinancialbrand.com
Don’t Get Frankenbanked: When a Financial Institution’s Tech Stack Goes Rogue
Many banks and credit unions have inadvertently created "Frankenbanked" systems—technological monstrosities assembled from well-intentioned but poorly integrated digital solutions.
| Banks/Specialty Finance/Mortgage Finance | Information Technology |
thefinancialbrand.com
Yes, Your ATMs Can Drive Competitive Advantage
ATMs are evolving from simple cash dispensers into sophisticated bridges between the physical and digital banking worlds, offering everything from contactless transactions to video banking services.
| Banks/Specialty Finance/Mortgage Finance | Branch Manager |
thefinancialbrand.com
Capital One Deploys Agentic AI to Support Stressed Auto Dealers (and Finance More Cars)
Auto dealers, pressed by tight industry economics, needed tools to maximize successful sales leads without adding head count. Enter Capital One, home of Auto Navigator, and its new agentic AI 'Chat Concierge' to close the deals.
| Banks/Specialty Finance/Mortgage Finance | Business Development |
americanbanker.com
Modern fraud prevention with cloud-based AI-accelerated workflows
Adapting to fraud's ever-changing threats
| Banks/Specialty Finance/Mortgage Finance | Risk Management |
cnbc.com
The rampant growth of private credit may have an unlikely beneficiary: banks
A relatively new and growing form of lending in Europe is enabling banks to reduce costs, get around provisioning requirements and potentially boost returns by classifying certain debts as lower risk than they otherwise would.
| Banks/Specialty Finance/Mortgage Finance | Business Development |
cnbc.com
Citigroup mistakenly credited a customer account with $81 trillion
Citigroup mistakenly credited a customer’s account with $81 trillion last year when it meant to send just $280.
| Banks/Specialty Finance/Mortgage Finance | Risk Management |
bankwatch.ca
How AI is transforming strategy development – McKinsey
Artificial intelligence and generative AI have the potential to transform how strategists work by strengthening and accelerating activities such as analysis and insight generation while mitigating challenges posed by human biases and the social side of strategy.
| Banks/Specialty Finance/Mortgage Finance | Finance & Accounts |
bankwatch.ca
Navigating Cybersecurity and AI
Starting to think abut AI in context of Cybersecurity.
| Banks/Specialty Finance/Mortgage Finance | Information Technology |
thehindubusinessline.com
Poonawalla Fincorp launches digital personal loan for salaried professionals
The product, PL Prime Digital 24x7, is accessible via Poonawalla Fincorp’s mobile app, website, and authorised partners
| Banks/Specialty Finance/Mortgage Finance | Business Development |
fintechfutures.com
White paper: A hybrid multi-cloud strategy for deploying AI models
Financial services firms are increasingly deploying a combination of third-party and proprietary artificial intelligence (AI) solutions to drive enhanced service and operational efficiency. However, these institutions face a number of challenges around scalability, security and compliance in model training, deployment and inference. This free white paper explores how a hybrid multi-cloud strategy, leveraging both public and private cloud environments, can address these challenges while optimizing data control, flexibility and cost-effectiveness.
| Banks/Specialty Finance/Mortgage Finance | Information Technology |
bankautomationnews.com
FIs can’t sleep on AI strategy, Morgan Stanley’s Picariello says
All financial institutions need an AI strategy in place in 2025 to keep pace with evolving use cases
| Banks/Specialty Finance/Mortgage Finance | Information Technology |
bankautomationnews.com
Client experience drives ROI for AI assistants, says Citizens’ Wyper
Financial institutions can generate gains from AI-driven assistants if client demands are prioritized.
| Banks/Specialty Finance/Mortgage Finance | Information Technology |
independentbanker.org
Renovation Lending: The Solution to a Tough Mortgage Market?
With many prospective and first-time homebuyers buying fixer-uppers, community banks can tap into a new market to supplement their mortgage and construction portfolios.
| Banks/Specialty Finance/Mortgage Finance | Loan officer |
independentbanker.org
How to Fight AI-Boosted Spear Phishing Fraud
Artificial intelligence has streamlined spear phishing, a kind of cyberattack involving emails, video calls or other forms of communication facilitated by fraudsters posing as a trusted colleague, boss or organization. Here’s how your community bank can hit back.
| Banks/Specialty Finance/Mortgage Finance | Risk Management |