Core Banking, Digital Banking

Best Practices for Purchasing Bank or Credit Union Software

March 4, 2023

Best Practices for Purchasing Bank or Credit Union Software
Software, and the automation it provides, can allow financial institutions to scale and manage risk more efficiently, yet the process of buying new software is infrequent for many banks and credit unions.

Spotlight

Allstate Financial Services

Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of the Allstate Corporation. We help people realize their hopes and dreams through products and services designed to protect them from life’s uncertainties and to help them prepare for the future. Our financial service products offered include Life, Annuities, Mutual Funds, Retirement and College Savings Programs.

OTHER WHITEPAPERS
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Collections best practices for fintech lenders

whitePaper | May 12, 2022

Over the past couple of years, our Collections practice at 2nd Order Solutions has expanded to not just include large banks and credit card issuers, but an increasing number of fintechs, both in the US and abroad. The fintech sector has grown tremendously over the last 2-3 years, and as their customer bases have grown larger, there is an increasing mandate to focus on default management, especially with delinquencies beginning to rise. This paper highlights emerging trends and recommends immediate focus areas for fintech leaders to quickly strengthen Collections practices.

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Digital Transformation for Banks

whitePaper | May 12, 2022

Conversational AI is a type of artificial intelligence that facilitates the human like conversation between a human and a software system in real time. It is a piece of software that a person can talk to, like chatbot, social messaging app, interactive agent, or smart device.

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Moving Payment Services Out of CORE Banking - Payments Unplugged

whitePaper | September 10, 2022

The Global Payments Revenue is expected to reach $2.5 trillion by 2025 overcoming the pandemic induced decline in 2020/2021, when revenues stood at $1.5 trillion.

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ODYSSEY WHITEPAPER

whitePaper | September 12, 2022

Moroku Odyssey is a user experience orchestration and engagement platform for financial services companies. As Fintech changes the industry, customer engagement through unique experiences is a critical battleground. Moroku Odyssey, helps banks and FinTechs provide unique and compelling experiences to attract and engage customers around a telos of wellness, architected around game.

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Best Practices in Social Listening FINANCIAL SERVICES AND INSURANCE

whitePaper | December 23, 2019

Whether you’re obtaining new clients or recruiting talent, the Financial Services space is incredibly competitive. In order to meet the collaborative and transparent demands of clients, firms must work to develop an involved community that’s loyal to them. With that goal in mind, customer satisfaction and relationship development are imperative, and—as clients seek out advisors and agents that are thought leaders and specialists, and Financial Services firms strive to become exactly that—personal branding is more important than ever. In fact, branding must become a focus of all client-facing employees.

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Building Something Great to Go Somewhere Great: HOW PRIVATE COMPANY FINANCE FUNCTIONS ARE Adapting to Scale for Growth, Exit Opportunities

whitePaper | August 25, 2022

The exit whether it’s an initial public offering (IPO), being absorbed into a special purpose acquisition company (SPAC), or an outright sale is now a strategic goal for many private company executive teams. With many private equity funds nearing the end of their holding period, finance professionals are increasingly being relied on to navigate the complicated liquidity event and provide the critical oversight needed when developing a company’s new internal control environment.

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Spotlight

Allstate Financial Services

Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of the Allstate Corporation. We help people realize their hopes and dreams through products and services designed to protect them from life’s uncertainties and to help them prepare for the future. Our financial service products offered include Life, Annuities, Mutual Funds, Retirement and College Savings Programs.

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