NEW AND IMPROVED MOBILE AND ONLINE BANKING

whitePaper | February 10, 2020

With corporate treasurers already adopting open banking in a strategic move to create further value in their organizations, it is now time for financial institutions (FIs) to both align their future product and servicing roadmaps to those of their clients, as well as begin to embrace the opportunities that present themselves in the open digital ecosystem.

whitePaper | June 1, 2022

Imagine a cruise line where a sales and marketing team has successfully booked every cabin. Yet, when passengers arrive at the dock, bags packed and ready to board, they are told to wait while their documents and identities are verified. Worse, this process happens at multiple points, slowing down the boarding process and frustrating customers before the ship even sets sail.

whitePaper | May 31, 2023

Payments modernization has become more important and prevalent than ever before. The demand for faster, more secure, and more convenient payments options is on the increase. E-commerce, mobile payments, and other forms of digital transactions are on the rise. And consumers and businesses are seeking faster and more seamless ways to make and receive payments.

whitePaper | April 26, 2023

The treasury department’s role within a bank has become more strategic and central over the last decade. Treasury teams have prioritized the delivery of a robust risk management, governance and compliance framework as well as optimizing the bank’s liquidity and balance sheet. However, a bank’s treasurer, in its role as custodian of the bank’s balance sheet, is facing a multitude of industry drivers and macro-economic challenges that will require a new approach.

whitePaper | November 14, 2019

Municipal bond funds experienced strong flows in 2019, as tailwinds from the country’s new tax code (the 2017 Tax Cuts and Jobs Act “TCJA”) and low interest rates found investors flocking to the asset class for the tax benefit. Add in strong year-to-date performance, and investors may be asking if they missed the boat and if it’s too late to invest in municipal bonds. Yet, there are clear and distinct reasons why municipal bonds are still an attractive investment for investors today.

whitePaper | March 22, 2023

It’s been said that “history doesn’t repeat itself, but it often rhymes.” The adage certainly applies to banking crises in the US: every crisis, however unique the cause, has typically been followed by a new wave of regulations. This trend is likely to continue in the wake of the current crisis. In fact, reporting from the Wall Street Journal and other sources indicates that the Federal Reserve and other banking regulators are already in discussions about changes to the US regulatory regime, especially for midsize banks.