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Blogs

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On cuinsight.com

cuinsight.com

3 ways credit unions can win in 2025: Embedded finance, data-driven engagement, and frictionless onboarding

3 ways credit unions can win in 2025: Embedded finance, data-driven engagement, and frictionless onboarding

 Banks/Specialty Finance/Mortgage Finance Information Technology
  • cuinsight.com
  • 30:15 Min
On ncratleos.com

ncratleos.com

10 ways to protect against the latest ATM attacks

Malicious or intentional robbery during a service call.

 Banks/Specialty Finance/Mortgage Finance Branch Manager
  • ncratleos.com
  • 30:15 Min
On blog.brankas.com

blog.brankas.com

Banking-as-a-Service vs. Open Banking: Understanding Their Roles in the Fintech Ecosystem

This blog aims to define BaaS vs. open banking, and why knowing their key characteristics matters.

 Banks/Specialty Finance/Mortgage Finance Business Development
  • Brankas Team
  • 30:15 Min
On yapily.com

yapily.com

Income verification API for lenders: how to get started

Discover how lenders can use income verification tools to streamline applications, reduce drop-offs, and improve risk management with real-time open banking data.

 Banks/Specialty Finance/Mortgage Finance Information Technology
  • yapily.com
  • 30:15 Min
On southstatecorrespondent.com

southstatecorrespondent.com

Increasing Customer Cumulative Lifetime Value Through Lending

How To Increase Commercial Cumulative Lifetime Value ?

 Banks/Specialty Finance/Mortgage Finance Business Development
  • southstatecorrespondent.com
  • 30:15 Min
On libertystreeteconomics.newyorkfed.org

libertystreeteconomics.newyorkfed.org

Interoperability of Blockchain Systems and the Future of Payments

Interoperability in Blockchain Systems

 Banks/Specialty Finance/Mortgage Finance Information Technology
  • libertystreeteconomics.newyorkfed.org
  • 30:15 Min
On libertystreeteconomics.newyorkfed.org

libertystreeteconomics.newyorkfed.org

An Interoperability Framework for Payment Systems

An Interoperability Framework for Payment Systems

 Banks/Specialty Finance/Mortgage Finance Information Technology
  • libertystreeteconomics.newyorkfed.org
  • 30:15 Min
On horiconbank.com

horiconbank.com

Beware of Scam Targeting Intuit and QuickBooks Users

If your business uses Intuit or QuickBooks (and many local businesses do!) for your accounting software, be on the lookout for an email phishing scam that is rearing its ugly head.

 Banks/Specialty Finance/Mortgage Finance Clerk
  • horiconbank.com
  • 30:15 Min
On horiconbank.com

horiconbank.com

Phishing to Impersonation: How our Banker Saved $17,500

Phishing to Impersonation: How our Banker Saved $17,500

 Banks/Specialty Finance/Mortgage Finance Branch Manager
  • www.horiconbank.com
  • 30:15 Min
On globalbankingandfinance.com

globalbankingandfinance.com

The Evolving Role of CEOs and C-Suite Executives

Leading in an Era of Transformation

 Banks/Specialty Finance/Mortgage Finance Finance & Accounts
  • globalbankingandfinance.com
  • 30:15 Min
On globalbankingandfinance.com

globalbankingandfinance.com

Building Lasting Business Relationships: The Foundation of Sustainable Success

No matter the industry, strong relationships are at the heart of sustainable business success. Companies that prioritize trust and collaboration gain a clear advantage—especially in times of change.

 Banks/Specialty Finance/Mortgage Finance Sales
  • globalbankingandfinance.com
  • 30:15 Min
On bankingjournal.aba.com

bankingjournal.aba.com

Effective cross-selling: The key to meeting deposit and loan growth goals

The ‘marketing ROI’ of existing customer cross-sell efforts is typically 10X that of new customer marketing.

 Banks/Specialty Finance/Mortgage Finance Branch Manager
  • bankingjournal.aba.com
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

How ‘Lazy Loyalists’ Hide Eroding Customer Retention

Just because customers stick around doesn't mean they're happy or not also banking elsewhere.

 Banks/Specialty Finance/Mortgage Finance Branch Manager
  • thefinancialbrand.com
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

Behavioral Economics for Banks: Small CX Moments Can Create Big Results

How smaller financial institutions can use behavioral economics and strategic technology adoption to drive growth while maintaining their local touch.

 Banks/Specialty Finance/Mortgage Finance Business Development
  • thefinancialbrand.com
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

Don’t Wait for the ‘Great Wealth Transfer’ – Help Younger Customers Reach Goals Now

Preparing for a future intergenerational handoff may be a fatal distraction for banks and wealth managers. First, the money may not materialize as predicted. Second, younger generations are not waiting – they’re already building their futures on their own terms.

 Banks/Specialty Finance/Mortgage Finance Branch Manager
  • thefinancialbrand.com
  • 30:15 Min
On mckinsey.com

mckinsey.com

The state of AI: How organizations are rewiring to capture value

Organizations are beginning to create the structures and processes that lead to meaningful value from gen AI. While still in early days, companies are redesigning workflows, elevating governance, and mitigating more risks.

 Banks/Specialty Finance/Mortgage Finance Information Technology
  • mckinsey.com
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

How a New Kind of Bank Account Incentivizes Families to Fight Fraud

Austin Capital Bank's savings account, FreeKick, empowers – and even pays – parents to combat fraud targeted at their children's identities.

 Banks/Specialty Finance/Mortgage Finance Branch Manager
  • thefinancialbrand.com
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

How to Get Your Remaining AI Skeptics Onboard

While skepticism remains — particularly among board members and compliance leaders — financial institutions that embrace AI strategically can gain advantages in efficiency and customer experience.

 Banks/Specialty Finance/Mortgage Finance Information Technology
  • thefinancialbrand.com
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

Why Fraud Resolution is Critical to Building Customer Trust

As fraud rises, banks must prioritize trust-building strategies in dispute management.

 Banks/Specialty Finance/Mortgage Finance Branch Manager
  • thefinancialbrand.com
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

Most Financial Institutions Have a Data Problem, Not a Deposit Problem

Financial institutions who successfully integrate behavioral data, account activity, and permissioned insights can transform marketing into service.

 Banks/Specialty Finance/Mortgage Finance Marketing
  • thefinancialbrand.com/
  • 30:15 Min
On thefinancialbrand.com

thefinancialbrand.com

Opportunities Abound in Home Equity Lending, but Fintech Competition and Economic Uncertainty Are Challenges

Record home equity levels — and card debt — are prompting banks and credit unions to ramp up promotion of equity loans and lines of credit. But technologically savvy competitors are taking away crucial market share.

 Banks/Specialty Finance/Mortgage Finance Loan officer
  • The Financial Brand
  • 30:15 Min
On bankautomationnews.com

bankautomationnews.com

A growth mindset in banking requires AI

A growth mindset in banking requires AI

 Banks/Specialty Finance/Mortgage Finance Business Development
  • bankautomationnews
  • 30:15 Min
On cityam.com

cityam.com

Lloyds sends 200 senior staff to Cambridge University for AI bootcamp

Lloyds Banking Group has set out plans to send over 200 senior employees on an 80-hour AI bootcamp at the University of Cambridge.

 Banks/Specialty Finance/Mortgage Finance Human Resources
  • cityam.com
  • 30:15 Min
On bankautomationnews.com

bankautomationnews.com

77% of FIs expect record fraud cases in 2025, study says

$12.5B lost through financial fraud last year

 Banks/Specialty Finance/Mortgage Finance Audit
  • bankautomationnews.com
  • 30:15 Min