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Unclaimed Property Reporting Considerations
While the basics of unclaimed property reporting are consistent for all holders, financial institutions can face particularly complex questions and issues around unclaimed property. From...
Bank Local, Think Social: Reaching the Next Generation Through Influencer Marketing
Influencer marketing isn’t just for big brands—it’s a powerful tool community banks can use to build trust, reach younger customers, and strengthen their local presence. By partnering with nano-...
Facing First Amendment Auditors: Who Are They? What Do They Want? How Should You Respond?
First Amendment auditors are individuals who enter city or public property to record your employees, officials, and operations, often under the claim of testing your knowledge of First Amendment...
Introduction to Consumer Lending
Effectively managing consumer lending while staying compliant with regulatory requirements can be a challenge for some financial institutions. Dive into the basics of consumer lending, including...
Ensuring Your Next Strategic Planning Session is Not B.S. (Boring Stuff)
Is your community bank actively engaged in a formal strategic planning process? If not, it should be. If it is but feels like total B. S., it's time for a change! Strategic planning is a critical...
How to Review Appraisals - Commercial & Residential
As commercial bankers, it's essential to understand the collateral we rely on to secure loans, especially when it comes to more complex assets like equipment and real estate. This webinar provides...
The Best Data Management Philosophy Is ‘Use What You Have’
Data is abundant in banking, but effectively leveraging it poses a significant challenge for bank managers. While better data can lead to improved insights, which support better decision-making,...
Matching Customer Journey Maps with your Brand Expectations
Customer journey mapping has entered the management process at institutions actively managing their customers' experiences. However, mapping a journey is only part of the challenge. From building...