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As the bank or credit union’s trust officer, you’re ultimately responsible for ensuring a friction-free customer experience. Trouble is, managing the many moving parts of…

Maintaining control over your documents may not seem like the plot from a Hollywood thriller. That being said, banks and credit unions often find themselves…

Whether you’re a bank or a credit union, it’s important to have solid tracking procedures in place for commercial loans. Unfortunately, the most well-thought-out tracking…

Mr. Wallace stopped by your Main Street branch this morning – just as he does every Friday morning. However, unlike most of Mr. Wallace’s visits…

Your employees are some of your financial institution’s biggest advocates. They’re not shy to tell family members, friends, and virtually anyone else about your institution’s…

Think you know all about online and mobile banking? There’s certainly enough ink (well, pixels) spilled on the subject every month.

And yet, it’s a…

“A bank’s CIP must include recordkeeping procedures.” ~Bank Secrecy Act Anti-Money Laundering Exam Manual Federal Financial Institutions Examination Council Since the passage of the USA…

…or is it ten?

Millennials have come into their own, from becoming makers and managers who now outnumber their parents in the workforce…

Sidestepping the Legacy Barrier

Legacies are great in wills, especially if you’re the heir. For organizations in the midst of sweeping change, legacy technologies and…