Webpages
May 21, 2023
Our advisory services help you with risk management, increasing customer profitability, and appropriately pricing loans.
May 18, 2023
Correspondent banking services for financial institutions such as cash management, risk management advisory services, international banking, and lending services.
Press Releases
Sep 19, 2023
Empowering Community Financial Institutions with Robust Profitability and Risk Management Strategies
Feb 21, 2024
The OCC recently published its autumn statement on key risks facing the federal banking system. We summarize these risks and suggest ways CFIs can mitigate them to improve their institution’s resilience.
Oct 13, 2022
Financial institutions are turning to interest rate swaps and other derivatives to hedge against rising interest rates and to offer customers greater flexibility when structuring loans. As customers try to fix borrowing costs amid rising interest rates, swaps are something your CFI might want to consider.
Jun 8, 2023
Establishing a system of checks and balances is a helpful way to reduce errors and detect and prevent fraud within your company. For many organizations, creating a segregation of duties that relies on multiple employees to conduct internal audits and ensure processes are being followed properly is critical for risk management.
Nov 1, 2022
While there is no shortage of risks that CFIs face, one way to enhance your risk management strategy might be in reshaping your board of directors. We give you tips on how to strengthen your board and reexamine the way the group approaches risk.
Mar 11, 2024
Private equity firms and other private investors are showing more interest in CFI deals. We detail what CFIs should consider in the event a PE offer arrives and how to prepare if your CFI accepts a PE investment.
Jan 30, 2024
Cloud migration holds big promise for financial institutions. But it’s not as easy to get started with the cloud as it looks. We discuss the current state of business cloud migrations and what pitfalls and challenges to be aware of before migrating to the cloud.
Jan 29, 2024
Without the right tools and analytical approach, customer data is unlikely to have any significant impact on CFIs’ overall profitability. But when artificial intelligence is used to help segment data into meaningful information, there are multiple ways it can be used to help organizations enhance their relationships with existing customers and boost their overall profitability.
Nov 6, 2023
More and more CFIs are partnering with fintechs to automate and improve their ag lending practices. We share details of how such partnerships are enhancing banking relationships with farmers and ranchers.
Oct 26, 2023
Autorenewals and hidden language within contracts aren’t just a headache for consumers — they exist within the third-party relationships that CFIs have as well. Taking the time to review outdated contracts and redundancies within all aspects of your organization can lead to significant savings and a better overall service experience for your customers.
Sep 12, 2023
CFIs and other banking operations could profit immensely from creating embedded finance partnerships, where CFIs offer their digital banking services to be integrated into experiences for a third party’s customers. We review the growth potential for embedded finance partnerships and how to get started.
Aug 21, 2023
Online fraud is on the rise, along with criminals’ success rate in duping companies out of money. Yet, small businesses are not allocating sufficient funding to fraud prevention. As CFOs begin to step up security investments, a major area they should focus on is their AR & AP processes.
Jul 17, 2023
More and more CFIs are leapfrogging into markets far away from their home turf. We detail a few examples of why they are doing this and review some best practices to make sure your far-away branches succeed.
Jul 12, 2023
As banking as a service (BaaS) grows in popularity, so does the need for regulatory requirements. We discuss the upcoming trends and concerns with BaaS and how CFIs might prepare for instituting BaaS.
Jun 20, 2023
The volatility of the foreign exchange rate market can be challenging on your small business customers that do business internationally. We explore FX forward contracts as an option you can offer to provide more certainty in this area, thereby increasing customer loyalty.
Jun 1, 2023
Following recent bank failures, there is a sense of unease in the industry and depositors may have concerns about the reliability of their institutions. We share four strategies CFIs can use to effectively communicate with their customers and alleviate their fears.