PERSONAL FINANCIAL PLANNING

If your financial life seems to be spinning out of control, you’re not alone.Today more than ever,Certified finan Cial Planner™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage,“finances” doesn’t mean just one thing for most Americans—and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Spotlight

Devitt Insurance Services Ltd

We've been arranging insurance for UK customers since 1936, providing excellent customer service that is both helpful and clear...

OTHER WHITEPAPERS
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Inflation’s Impact on Financial Institution Earnings & Margins

whitePaper | December 5, 2022

It is all but impossible to avoid a discussion about the effect of inflation these days. Clearly, the public believes inflation is here as they pay more for everyday items than in the past. And most are not too caring if it is a temporary phenomenon caused by supply chain issues or more systemic from monetary policy actions. More cost is more cost. To financial institution managers, the prospect of inflation signals hope that interest rates may finally climb off the floor and provide opportunities for higher yields. The real question is if rate increases will improve margins, not just yields.

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Spotlight on Banking and Finance

whitePaper | July 31, 2022

With tens of thousands of installations throughout North and South America, DMP is the financial industry’s most trusted name in security with fully integrated systems for intrusion, fire and access control. Since 1975, DMP has been delivering cost-effective solutions, scaled to your financial orga nization’s needs. In this series of Banking and Financial White Papers, we’ll spotlight a few specific reasons why banks choose DMP.

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FedNow Is Almost here

whitePaper | April 30, 2022

As the demand for real-time payments grows, so does the need for financial institutions (FIs) to offer more robust access to faster and more efficient payments. The Clearing House’s (TCH’s) RTP network laid a solid foundation for use cases and connectivity protocols, but some FIs have been waiting for FedNow before deciding how to move forward. FedNow is finally about to launch.

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The Fundamentals of a Personalized Digital Banking Experience

whitePaper | April 14, 2022

The expectations today's customers have towards personalized digital banking are directly impacted by their experience across other industries such as eCommerce, healthcare, gaming, retail, etc. This is particularly true across emerging markets in Africa, such as Kenya, South Africa, Ghana, Nigeria, and Egypt, where increased mobile penetration has created an obsession among customers for customized digital experiences, forcing institutions to align their offerings towards this trend.

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Ecosystem thinking: the fraud and risk approach that protects from every angle

whitePaper | November 1, 2022

Financial services firms face more and greater digital risks than at any time in their history. The global threat environment is constantly evolving, with new technologies, adversaries, and criminal techniques emerging weekly – and in response more and more regulations are being introduced.

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How to use fraud management as a revenue generator and competitive differentiator

whitePaper | December 10, 2022

It’s a given that the largest financial institutions (FIs) will have positive pay products, but smaller community FIs that can offer the same—or better—fraud management solutions will stand apart from their peers and attract more businesses and other high-volume clients. Additionally, selling positive pay to business clients creates a relatively low-investment revenue stream.

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Spotlight

Devitt Insurance Services Ltd

We've been arranging insurance for UK customers since 1936, providing excellent customer service that is both helpful and clear...

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