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ALL BLOG POSTS

bank teller helping customer

Financial Institution 12 Min Read

Building a case for branch transformation: Part 2

Part two of this series shows how bank branches could be more like Apple Genius Bars to better compete within their industry. Learn why branch transformation is necessary to survive in a post-COVID world.

banker looking out window

Financial Institution 8 Min Read

Building a case for branch transformation: Part 1

Read on to learn why and how branches need to start building a case for transformation in the first of this three-part blog series.

Worker thinking

Financial Institution 12 Min Read

Why outsource lockbox? Don’t ignore the middle ground

Outsourcing lockbox is not an either/or decision. Read here to see why flexible, innovative solutions create a win-win situation for financial institutions.

CFO talking to employee

Financial Institution 12 Min Read

How to maintain cash flow during a crisis: A CFO’s advice

Read here to learn about a CFO's advice on how to maintain cash flow during a crisis.

Woman writing on whiteboard

Financial Institution 16 Min Read

What can today’s treasury management solutions do for FI’s bottom line?

Read here to learn about treasury management’s new role and what treasury management solutions can do for a financial institution’s bottom line.

woman using laptop

Financial Institution 6 Min Read

How self-serve check ordering can boost profitability and efficiency

Even in the era of electronic payment platforms, there is still plenty of evidence supporting the continued need for checks.

banker calling customer

Financial Institution 20 Min Read

Making meaningful connections with overwhelmed customers

Here are ways FIs can reach out and help people by cutting through the noise and solving real-life problems.

bank meeting room

Financial Institution 14 Min Read

What an ideally aligned sales, product and treasury management operation looks like

Sales, product development and treasury management should collaborate to build a cross-functional operation, deliver compelling products, meet market demands and convert prospects into treasury customers. These tips can help!

woman depositing stimulus check

Financial Institution 6 Min Read

Stimulus checks: Is your institution still prepared?

Whether or not your financial institution has weathered the initial storm of stimulus payments, there’s no time to rest. Discussions for the next round of stimulus are already well underway.

Banker using computer

Financial Institution 5 Min Read

Infographic: The bank CFO detective — before you forecast, do some digging

Building an actionable forecast for your community bank requires a mix of historical data and a real-time assessment of the current landscape.

Businessman presenting in a meeting

Financial Institution 16 Min Read

The importance of rolling forecasts for banks in trying economic times

Read here to learn about the importance of rolling forecasts for banks in trying economic times.

CFO talking to employees

Financial Institution 14 Min Read

The CFO’s role in helping your community bank navigate COVID-19

Read here to learn how the role of the CFO is expanding and helping to navigate COVID-19.