Best execution (BEX) analysis is a critical area of profitability for mortgage lenders. Determining your strategy and goals when managing your pipeline will provide a blueprint for how and where to sell loans, and how to optimize your business for maxi…
Topics include: The types of cybersecurity incidents respondents experienced last year. Where they see the biggest gaps between current and desired security posture. What their top investment priorities are and the implications in four focus …
It’s no secret: being an independent Registered Investment Advisor means having the freedom to always do what’s right for your clients. With ultra-affluent clients, extra special attention and resources are needed. Enter the Multi-Family an…
Date: Wednesday, November 15, 2023 Time: 2pm ET | 11am PT Sponsored by: Kyriba CFOs no longer need a cash forecast…they need more! CFOs are under immense pressure to meet free cash flow targets, especially…
Learn how three strategic forces have emerged to demonstrate how financial planning and analysis (FP&A) can add value to the business and be a true business partner that can challenge as well as support organizational decision-making.Request Free!
Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealthtech start-ups need to rethink how they engage their users with personalized data focused on invest…
From staffing to adjusting for CECL, the cost of running a credit card program continues to rise. Is your credit union prepared for uncertainty and assessment of profitability impacts? Download this whitepaper to learn: Risks of asset and liab…
As consumers demand digital convenience in every aspect of their financial lives, financial institutions have to be competitive to succeed. A fintech partnership can help drive growth and meet the evolving needs of your members. Download now to lear…
Voted one of the Best Places to Work in Indiana four times, First Harrison Bank has established a reputation over the years for excellent customer service. The company knew that in order to maintain its high standards and develop the right staff, …
Microsoft Dynamics 365 Business Central (Previously Dynamics NAV) is an enterprise resource planning system. It brings rich functionalities together with the flexibility of the Cloud. Microsoft Dynamics 365 Business Central includes a full stack of Acc…
