|Oct 25, 2022||West Virginia/Maryland Bankers Association CFO Financial Management Forum|
|Nov 30, 2022||Bank Management & Directors Conference|
Dec 3, 2022
Our secure cash management platform gives banks access to correspondent banking services such as settlement/clearing, domestic and foreign wires, money market rates, sweep excess daily funds, and more.
Dec 3, 2022
Our advisory services help you with risk management, increasing customer profitability, and appropriately pricing loans.
Dec 4, 2022
We provide community banks with stellar correspondent banking services. Loan pricing, profit analysis, hedging, international, cash management, ALM & more.
Dec 3, 2022
Our banking services in correspondent banking (cash management and international banking services), lending, and advisory services help streamline operations, mitigate risk, and increase income.
Dec 3, 2022
More than a bankers' bank. We provide cash management, lending, international, and risk management and profitability advisory services.
Nov 2, 2022
Money management and forecasting are top concerns for small businesses. CFIs can help small business customers deal with those issues by offering regular feedback and suggestions for improvement, thus helping avert more serious problems later.
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.
Feb 9, 2022
Gen X and millennials will receive $68.4T in transferred wealth over the next 25 years. Making sure that you have nurtured household relationships to retain these critical customers could provide community financial institutions with a long-term profitable customer base. Wealth management services offer a unique opportunity to target these age groups. Here are five strategies to help.
Dec 17, 2021
Treasury management services are needed by businesses more than ever these days. Are you ensuring that all these opportunities are properly addressed? With 66% of small businesses stating that they face financial challenges, cash management is especially important. Here are three tips to fully support your customers with their treasury management requirements.
Nov 9, 2021
Artificial intelligence (AI) is being used extensively throughout the financial industry. One area that many CFIs are finding AI especially helpful is risk management. In fact, Forrester has found that AI can increase ROI by 4x for risk management and efficiency. Here are five ways to use AI and increase your ROI.
Oct 5, 2021
Software vulnerabilities cause severe headaches for IT personnel. The number of vulnerabilities has almost tripled from just under 6,500 in 2015 to more than 18,300 in 2020. Is your IT team ready for this exponential explosion? We discuss why it is vital to address these software issues and provide you with three steps to help keep your institution and customers safer.
Sep 2, 2021
The wealth transfer of $68.4T is coming. Do you have the wealth management services to support this? Community financial institutions with these services gain a new revenue stream, strengthen existing client relationships, and attract new customers. Here are the opportunities and obstacles when planning for wealth management services.
Apr 20, 2021
Chase Bank found that 80% of surveyed respondents between 18 and 65 years of age prefer digital banking to banking in-person. As the digital age continues and community financial institutions look for digital solutions, effective vendor management will be critical for bank profitability. We bring you five vendor management strategies to help.
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.
May 11, 2021
Board leadership for financial institutions is vital. Now that the pandemic seems to be winding down, it may be a good time to address board education. Some areas to consider covering include: assessing the right post-pandemic strategy, tightening communication with management, talking about company culture, addressing new board member skills, and remembering compliance training.
Aug 8, 2022
Workers who took extended time off to focus on caregiving or other concerns may now be looking to restart careers. These returning workers are very often women, and a relaunch program can help attract them to banks. This allows institutions to fill vacant positions, while also advancing gender equity in upper management in the financial industry.