2024 Holiday Collection Now Available -  Upcoming Training - Pre-Order 2025 Financial Directory

News

How do business leaders protect data?

Posted May 26, 2022 — I frequently get asked, “How do I or my other non-technical staff help keep my institution safe from electronic threats?”

Customer-Focused Digital Lending

Posted March 28, 2022 — Financial institutions have had to update processes in a growing digital world while discerning how to manage and maintain customer relationships.

"It is Never Wrong to Do the Right Thing" (Mark Twain)

Posted February 25, 2022 — I remember the first time this quote really sank into my psyche.

Violating the One-Per-12-Month Rollover Rule: A Case Study

Posted February 25, 2022 — Years ago, IRA owners could take multiple distributions and roll them over in the same year—as long as they rolled over only one distribution per IRA.

Solving Cloud Security – Securing Software as a Service (SaaS)

Posted February 25, 2022 — Cloud Application Security Best Practices: Here are several important best practices that all SaaS customers should practice.

Time to Gear Up

Posted January 27, 2022 — Time to Gear Up for First-Quarter Reporting Requirements

Bankers on the Front Lines in Fight Against Financial Exploitation of the Elderly

Posted January 27, 2022 — An elderly bank customer says she needs to send $10,000 to her grandson, who called from Mexico frantically claiming that’s how much money he needs to get out of jail.

Help Local Heroes Buy Homes with Modest Down Payments

Posted December 23, 2021 — Community Heroes is focused on public employees and professional who face challenges in buying homes in or near the places where they work.

Is the Fastest-Growing Group of Homebuyers Part of Your Originations’ Strategy?

Posted December 7, 2021 — Hispanic homebuyers powered 50% of homeownership growth in the decade leading up to 2020.

Making the Most of Banking APIs at REST

Posted October 1, 2021 — Much of today’s digital financial services world revolves around fintech companies and their use of application programming interfaces (APIs), which enable open banking platforms to incorporate more innovation and accountholders to personalize experiences. An overwhelming percentage of APIs now utilize REST (Representational State Transfer) architecture, which provides scalability and flexibility if connected properly.

What You Should Know about Today’s Millennial Homebuyers

Posted September 1, 2021 — Millennials are the largest generation and, despite hurdles, continue to be the most likely to buy a house.

Developing an ISAP, ASAP

Posted August 2, 2021 — Keeping your network secure in the current climate of internet assault is no small job. Think back – how little has changed. In 2001, server-based worms were estimated to have cost private industry almost $3 billion. Code Red alone infected 359,000 servers in under 14 hours, and within 24 hours of Nimda, 50 percent of the infected hosts went offline. Fast forward to today and the exponential increase in breaches, how much is really that different?

When XDR Meets MDR – It’s the Right Marriage!

Posted June 2, 2021 — According to analyst firm Gartner, Extended Detection and Response (XDR) is an “SaaS-based, vendor-specific, security threat detection and incident response tool that natively integrates multiple security products into a cohesive security operations system that unifies all licensed components.”

New Housing Leaders Declare Priorities

Posted April 28, 2021 — Partner Content from Arch MI: With the 117th Congress now underway, it’s an excellent time to take stock of possible policy shifts resulting from the new balance of power between Capitol Hill and the White House. One unresolved question is how long Fannie Mae and Freddie Mac will continue to operate under the conservatorship put in place 12 years ago.