Posts tagged with "banking webinar"

FinTech 101, 201, 301 – What Banks Need to Know to Seize the Future

Register Now

FinTech has become the ‘hot topic’ of the decade for financial services, but many banks and credit unions are lost trying to figure out what this new force in the industry means for their institution and its customers.

Noted financial services author and speaker, Chris Skinner, defined the FinTech concept in one of his blog posts:

“I think of FinTech as being a new market that integrates finance and technology. This new market is a hybrid of the traditional processes of finance – working capital, supply chain, payments processing, deposit accounts, life assurance and so on – but replaces their traditional structures with a new technology-based process. In other words, the term FinTech describes a whole new industry.”

This 3-Part FinTech webinar bootcamp is designed to address many of the questions, concerns, and opportunities that FinTech offers and why every bank and credit union must understand this concept if they hope to remain competitive and profitable in the years ahead.

Sign up for 1, 2 or all 3 Parts!

FinTech 101 – Collaboration

FinTech at Your Doorstep – What Can Banks do NOW to Collaborate with Emerging FinTech Companies?

Monday, July 30, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

Collaboration is possible between financial institutions and disruptive financial innovators like FinTech companies. According to analysts, FinTech startupsРcould disrupt 25-30% of the banking system’s value chain. But instead of sending the whole banking reality into chaos, there is real ground for collaboration between FinTech companies and banks.

The question isn’t if these new disruptions will transform banking as they have already started doing so, but rather how to collaborate and partner more successfully within the new financial ecosystem. The new strategy is partnership instead of competition. What is the potential framework for this collaboration?

FinTech 201 – Changing Landscape

How Can FinTech Change the Banking Landscape – Impact on Payments, Wealth Management, Lending, Online/Mobile Banking

Tuesday, July 31, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

There are at least 10 FinTech start-ups competing with every banking function and they have the potential to disrupt. “Banking with no banks” would be the future of banking. There is even a new term coined by the social media―“GAFA” banking,

“GAFA” stands for Google, Apple, Facebook and Amazon. With technologies like artificial intelligence, decision models, mobile, etc., every function of a traditional bank is being disrupted. Learning about these technologies help financial institutions to adapt better.

FinTech 301 – Looking Forward

Why the Future Belongs to a Great Collaboration Between Banks, FinTech Companies, and Millennials

Wednesday, August 1, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

FinTech companies and banks are competing for the same market – Millennials. While the traditional banking industry has the advantage of experience and an existing customer database, not all the banks have the technology edge or the agility that a new, well-funded FinTech start-up would claim to have.

This does not necessarily mean competition. There is a huge space and opportunity to collaborate and to leverage each other’s strengths. This session will focus on how to win through collaboration.

Pricing

$549 for all 3 Sessions plus Playbacks*
$249 for individual Session plus Playback*

* Playbacks do not expire and may be shared internally.

Credits

3.6 AAP Credits
3.0 CPE Credits

Your Speaker

Girish Ramachandra
Sr Manager, Wipfli CPAs and Consultants

Register Now Pay by Check

About the Speaker

Girish Ramachandra is one of the leaders within Wipfli’s technology consulting division, focused on helping companies transform their business through technology innovation. Leveraging vast experience with and knowledge of FinTech, he helps financial institutions, FinTech start-ups and/or scale-ups, and investors to collaborate and establish sound business working models.

FinTech 101, 201, 301 – What Banks Need to Know to Seize the Future

Register Now

FinTech has become the ‘hot topic’ of the decade for financial services, but many banks and credit unions are lost trying to figure out what this new force in the industry means for their institution and its customers.

Noted financial services author and speaker, Chris Skinner, defined the FinTech concept in one of his blog posts:

“I think of FinTech as being a new market that integrates finance and technology. This new market is a hybrid of the traditional processes of finance – working capital, supply chain, payments processing, deposit accounts, life assurance and so on – but replaces their traditional structures with a new technology-based process. In other words, the term FinTech describes a whole new industry.”

This 3-Part FinTech webinar bootcamp is designed to address many of the questions, concerns, and opportunities that FinTech offers and why every bank and credit union must understand this concept if they hope to remain competitive and profitable in the years ahead.

Sign up for 1, 2 or all 3 Parts!

FinTech 101 – Collaboration

FinTech at Your Doorstep – What Can Banks do NOW to Collaborate with Emerging FinTech Companies?

Monday, July 30, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

Collaboration is possible between financial institutions and disruptive financial innovators like FinTech companies. According to analysts, FinTech startupsРcould disrupt 25-30% of the banking system’s value chain. But instead of sending the whole banking reality into chaos, there is real ground for collaboration between FinTech companies and banks.

The question isn’t if these new disruptions will transform banking as they have already started doing so, but rather how to collaborate and partner more successfully within the new financial ecosystem. The new strategy is partnership instead of competition. What is the potential framework for this collaboration?

FinTech 201 – Changing Landscape

How Can FinTech Change the Banking Landscape – Impact on Payments, Wealth Management, Lending, Online/Mobile Banking

Tuesday, July 31, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

There are at least 10 FinTech start-ups competing with every banking function and they have the potential to disrupt. “Banking with no banks” would be the future of banking. There is even a new term coined by the social media―“GAFA” banking,

“GAFA” stands for Google, Apple, Facebook and Amazon. With technologies like artificial intelligence, decision models, mobile, etc., every function of a traditional bank is being disrupted. Learning about these technologies help financial institutions to adapt better.

FinTech 301 – Looking Forward

Why the Future Belongs to a Great Collaboration Between Banks, FinTech Companies, and Millennials

Wednesday, August 1, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

FinTech companies and banks are competing for the same market – Millennials. While the traditional banking industry has the advantage of experience and an existing customer database, not all the banks have the technology edge or the agility that a new, well-funded FinTech start-up would claim to have.

This does not necessarily mean competition. There is a huge space and opportunity to collaborate and to leverage each other’s strengths. This session will focus on how to win through collaboration.

Pricing

$549 for all 3 Sessions plus Playbacks*
$249 for individual Session plus Playback*

* Playbacks do not expire and may be shared internally.

Credits

3.6 AAP Credits
3.0 CPE Credits

Your Speaker

Girish Ramachandra
Sr Manager, Wipfli CPAs and Consultants

Register Now Pay by Check

About the Speaker

Girish Ramachandra is one of the leaders within Wipfli’s technology consulting division, focused on helping companies transform their business through technology innovation. Leveraging vast experience with and knowledge of FinTech, he helps financial institutions, FinTech start-ups and/or scale-ups, and investors to collaborate and establish sound business working models.

FinTech 101, 201, 301 – What Banks Need to Know to Seize the Future

Register Now

FinTech has become the ‘hot topic’ of the decade for financial services, but many banks and credit unions are lost trying to figure out what this new force in the industry means for their institution and its customers.

Noted financial services author and speaker, Chris Skinner, defined the FinTech concept in one of his blog posts:

“I think of FinTech as being a new market that integrates finance and technology. This new market is a hybrid of the traditional processes of finance – working capital, supply chain, payments processing, deposit accounts, life assurance and so on – but replaces their traditional structures with a new technology-based process. In other words, the term FinTech describes a whole new industry.”

This 3-Part FinTech webinar bootcamp is designed to address many of the questions, concerns, and opportunities that FinTech offers and why every bank and credit union must understand this concept if they hope to remain competitive and profitable in the years ahead.

Sign up for 1, 2 or all 3 Parts!

FinTech 101 – Collaboration

FinTech at Your Doorstep – What Can Banks do NOW to Collaborate with Emerging FinTech Companies?

Monday, July 30, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

Collaboration is possible between financial institutions and disruptive financial innovators like FinTech companies. According to analysts, FinTech startupsРcould disrupt 25-30% of the banking system’s value chain. But instead of sending the whole banking reality into chaos, there is real ground for collaboration between FinTech companies and banks.

The question isn’t if these new disruptions will transform banking as they have already started doing so, but rather how to collaborate and partner more successfully within the new financial ecosystem. The new strategy is partnership instead of competition. What is the potential framework for this collaboration?

FinTech 201 – Changing Landscape

How Can FinTech Change the Banking Landscape – Impact on Payments, Wealth Management, Lending, Online/Mobile Banking

Tuesday, July 31, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

There are at least 10 FinTech start-ups competing with every banking function and they have the potential to disrupt. “Banking with no banks” would be the future of banking. There is even a new term coined by the social media―“GAFA” banking,

“GAFA” stands for Google, Apple, Facebook and Amazon. With technologies like artificial intelligence, decision models, mobile, etc., every function of a traditional bank is being disrupted. Learning about these technologies help financial institutions to adapt better.

FinTech 301 – Looking Forward

Why the Future Belongs to a Great Collaboration Between Banks, FinTech Companies, and Millennials

Wednesday, August 1, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

FinTech companies and banks are competing for the same market – Millennials. While the traditional banking industry has the advantage of experience and an existing customer database, not all the banks have the technology edge or the agility that a new, well-funded FinTech start-up would claim to have.

This does not necessarily mean competition. There is a huge space and opportunity to collaborate and to leverage each other’s strengths. This session will focus on how to win through collaboration.

Pricing

$549 for all 3 Sessions plus Playbacks*
$249 for individual Session plus Playback*

* Playbacks do not expire and may be shared internally.

Credits

3.6 AAP Credits
3.0 CPE Credits

Your Speaker

Girish Ramachandra
Sr Manager, Wipfli CPAs and Consultants

Register Now Pay by Check

About the Speaker

Girish Ramachandra is one of the leaders within Wipfli’s technology consulting division, focused on helping companies transform their business through technology innovation. Leveraging vast experience with and knowledge of FinTech, he helps financial institutions, FinTech start-ups and/or scale-ups, and investors to collaborate and establish sound business working models.

Documenting your BSA/AML Risk Assessment

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There is an increase in regulatory scrutiny over how financial institutions document their BSA/AML risk controls in the risk assessment. Even though financial institutions have been documenting risk assessments over a long period of time, the expectations have moved from a generalist approach to a more meaningful and specific approach that truly outlines the specifics of the BSA/AML program. Regulators look to the bank to provide strong evidence that the risk assessment represents the BSA/AML program including services, geography, and customer types. Meaningful risk assessments are essential in a bank’s ability to defend its BSA program.

This BSA Webinar will cover:

  • Review of the BSA/AML Risk Assessment Regulatory Requirement
  • Outline of a Strong BSA/AML Risk Assessment
  • Common Audit Findings in BSA/AML Risk Assessments
  • BSA/AML Risk Assessment Reporting Requirements

Who Should Attend?

  • BSA Officers and Staff
  • Compliance Officers
  • Internal Auditors
  • Risk Managers
  • Senior Management
  • Executive Management
  • Enterprise Risk Management

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Thursday, July 26, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP
Founder, Secura Risk Management

Terri Sands

About the Speaker

Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations. Terri serves as the Director of the Financial Investigative Unit for State Bank & Trust in Atlanta, Georgia where she is responsible for BSA/AML, physical security, fraud prevention, and payments risk management.

Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), Prior to her work at PIC, Terri served as the President of GACHA, a non-profit, regional payments association. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District. Terri has been an instructor for BankersHub for almost ten years.

Register Now Pay by Check

FFIEC Guidance and Regulatory Expectations: Mitigating Cyber-Attacks on ATM and Card Authorization Systems

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The Federal Financial Institutions Examination Council (FFIEC) issued a statement to notify financial institutions of a type of large dollar value automatic teller machine (ATM) cash-out fraud characterized as Unlimited Operations by the U.S. Secret Service. FFIEC is aware of a recent increase in cyber-attacks launched in connection with this fraud, to gain access to, and alter the settings on, ATM web-based control panels used by small- to medium-size financial institutions. Unlimited Operations may cause financial institutions to incur large dollar losses. With this increased fraud, FFIEC expects financial institutions to take steps to address this threat by reviewing the adequacy of their controls over their information technology networks, card issuer authorization systems, systems that manage ATM parameters, and fraud detection and response processes.

This session will focus on the guidance and provide best business practices to mitigate this type of risk.

Who Should Attend?

  • Fraud Management Staff
  • Payments Professionals
  • Compliance Management/Staff
  • Electronic Banking Management/Staff
  • Internal Auditors
  • Risk Managers
  • Deposit Operations Management/Staff
  • Senior Management
  • Executive Management
  • Enterprise Risk Management

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event recorded previously.

Dates of Event

Wednesday, July 25, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP

Founder, Secura Risk Management

Terri Sands

About the Speaker

Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations. Terri serves as the Director of the Financial Investigative Unit for State Bank & Trust in Atlanta, Georgia where she is responsible for BSA/AML, physical security, fraud prevention, and payments risk management.

Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), Prior to her work at PIC, Terri served as the President of GACHA, a non-profit, regional payments association. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District. Terri has been an instructor for BankersHub for almost ten years.

Register Now Pay by Check

Commercial Lending Basics (2-Part Series)

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To effectively analyze a potential or continuing lending opportunity, a lender or credit analyst must understand how a business operates, how financing needs arise in the business and what borrowers and accountants are trying to quantify with financial statements and tax returns.

This banking webinar will address the following topics:

  • How a business operates
    • Operating Cycle
    • Fixed Asset Cycle
    • Profit Cycle
    • Cash Cycle
  • How financing needs arise in a business and appropriate loan products to meet those needs
    • Line of Credit
    • Term Loan
    • Revolving Debt
    • Bridge Loan
  • Organizational structures and types of financial information presented by borrowers
    • Sole Proprietorship
    • Partnership
    • Corporation
    • Limited Liability Company (LLC)
  • Key accounting conventions underlying the presentation of the financial statements
    • Revenue Recognition
    • Inventory Valuation
    • Depreciation
    • Expense Recognition
    • Taxes

Pricing

$395 for Live and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

(Pt. 1) Wednesday, July 25, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)

(Pt. 2) Wednesday, July 25, 2018

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 3.6 AAP Credits
  • 3.0 CPE Credits

Your Speaker

John Barrickman
President, New Horizons Financial Group

John Barrickman

About the Speaker

For 27 years, John Barrickman has served as President of New Horizons Financial Group, a financial services industry consulting firm nationally recognized as an expert in the areas of comprehensive credit risk management, credit process, loan policy formation, asset quality rating frameworks, risk based pricing and lender development. John is a frequent speaker and subject matter expert on credit policies and procedures at industry events nationwide. John is also a Consulting Associate for Capital Performance Group.

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Your Customers’ View on Bank Fees and Service Charges

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While banks continue to work hard to identify new sources of bottom-line revenue for 2017 and beyond, few topics have dominated the financial services industry over the last decade as much as fee income has. From monthly maintenance fees to ATM charges, consumers continue to be an important source of revenue for almost all institutions. To illustrate this, it can be argued that no type of fee income has generated as much discussion, research and regulation as Overdraft Fees have. American Banker recently wrote,

“We need to acknowledge that the banks have a real revenue problem which is stopping many of them from doing the right thing on overdraft [programs]. The name of that problem is the Durbin amendment. One of the key reasons that many banks have kept bad overdraft practices, despite public criticism, is that they have been trying to make up for the dramatic loss of revenue caused by the ill-advised provision added to the Dodd-Frank Act, by Sen. Dick Durbin, that caps debit interchange fees. Banks need fee income to continue to serve low-balance, lower-income customers who don’t buy other services, particularly in a low interest rate environment where the financial value of deposits is low. It’s a sad fact that, without adequate fee income, the banks lose money on most of their mass market and lower-income customers.” (How to Solve the Bank Fee Conundrum Hurting Consumers, American Banker, Feb 17, 2017)

Using primary research from surveys of over 80,000 consumers annually, former J D Power Banking Practice Director, Michael Beird, looks at changes in consumer sentiment around various fees and services charges from 2012 to 2017*. Beyond just the nationwide data findings, Mr. Beird will also delve into actionable recommendations, best practices and significant challenges that financial institutions need to consider for maximizing fee income while not alienating their customers.

Attendees to this insightful and educational banking webinar will leave knowing:

  • How overall consumer sentiment towards fees and service charges has changed over the last five years
  • Which fees have the greatest impact on customer satisfaction, customer attrition, advocacy (it’s probably NOT the ones you think of first!)
  • Which of your customers are most likely to completely understand your fee structure and why that is the most critical metric for satisfaction and retention
  • Why certain fees negatively impact customer satisfaction more than others
  • How fee satisfaction differs by demographics, income groups, geography, size of institution and more
  • What banks can do to mitigate customer dissatisfaction around fees and strengthen their relationship with your institution

*Source: J.D. Power 2012/2018 Retail Banking Satisfaction Study. Used with permission and all rights reserved.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Thursday, April 5, 2018

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.0 CPE Credits

Your Speaker

Michael Beird
Co-Founder – BankersHub
Former Director – J.D. Power

Michael Beird

About the Speaker

Michael Beird has been involved in Financial Services for four decades, most recently as Co-Founder and Managing Director for Financial Services at BankersHub since 2010. In addition to BankersHub, Michael most recently served as Director of Banking and Credit Card Practices for J.D. Power and Associates where he helped oversee the annual customer satisfaction surveys in addition to consulting on improving customer experience at banks across the country.

Michael’s experience began with Bank of America as Branch Manager, Auditor and Operations Specialist for one of the bank’s largest branches. He was VP of Workforce Management for Shawmut Bank Boston where he also conducted due diligence for numerous M&A engagements. He has worked at numerous management consulting firms for 15 years, advising Retail Executives at banks in the U.S., Europe, Australia and Japan. Michael also serves on the faculty of the GSB Wisconsin

He has an MBA in Finance and Accounting from Cornell University and his BA in Psychology from University California Irvine.

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Your Mobile Storefront: How to Attract and Retain Members with Mobile Banking

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Mobile Banking Technology

Mobile banking engagement is on the rise and it’s becoming the preferred way of banking for consumers of all ages.  How are you attracting and retaining mobile users?

This banking webinar will explore current mobile banking trends and the “must have” mobile banking features that your bank or credit union must deliver to meet the needs of your customers.  Come discover ways to improve member satisfaction through your mobile banking experience.

Key Takeaways:

  • Mobile Engagement Trends
  • Emerging competitive landscape review
  • “Must have” functionality for your mobile banking application

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Tuesday, July 24, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Hannah Day
Strategic Initiatives Analyst, Jack Henry & Assoc.

About the Speaker

Hannah Day is a Strategic Initiatives Analyst covering digital banking, fraud & security, and an assortment of other Jack Henry businesses. She joined Jack Henry & Associates in 2017, bringing 15 years’ experience in the financial services industry. Prior to joining Jack Henry, Hannah served in an executive role providing education programming and resources to community banks in the West. Her experience also includes public speaking, electronic banking services, product management, strategic planning, training, cybersecurity and compliance

Register Now Pay by Check

FREE 2-Part Series: Strategic Customer Partnerships for Financial Institutions

Register Now

This exclusive BankersHub FREE webcast series, sponsored by U.S. Dataworks, is intended to help executives, directors and senior managers better understand the critical role that strategic partnerships play in helping build and foster strong customer relationships in an increasingly competitive environment.

Part One: Why Financial Institutions Need to Become Strategic Partners
July 23, 12:00 pm – 1:00 pm ET

As financial institutions ponder the changes in delivering financial services, it becomes increasingly evident that focusing on businesses should be a high priority.  They are your best, most profitable customers.  Yet, in most cases, what FIs offer to commercial customers is viewed as a commodity. Your payment options, loans and online services are perceived as no different than a dozen institutions in your market.

The question we should be asking is Why?  Why would a business customer bank with us? If a bank down the street offered 5 basis points better on a line of credit, would we lose that account? By examining that “WHY”, you can focus on business services that go beyond tactical and provide a benefit beyond traditional financial services.  When FIs assist businesses in lowering their costs, provide access to prospects or enhance the customer experience, you become a strategic partner. Innovation with this strategic focus is the key to transformational growth and success with both SMB and corporate customers. This banking webinar will highlight the specific opportunities FIs should consider to transition into a valued strategic partner.

Part Two: How Integrated Receivables Became Strategic
July 24, 12:00 pm – 1:00 pm ET

“Integrated Receivables”… Most bankers are not even sure what that means.  Yet, it may be the single most important issue for every business customer an FI has – accurately and efficiently posting monies owed.

Without accurate posting, a company does not have income registered to conduct operations and grow their business.  As oxymoronic as it seems, the increase in electronic payments has lowered the straight-through processing rates…

  • Which means more manual post as remittance information has been decoupled from the payment, thereby
  • Increasing the cost that a company spends to get transactions accurately posted.

This banking webinar will highlight the specific issues that business customers face related to the high cost of manual posting and lays out a framework of how an FI can provide services to dramatically increase the STP rate, saving your business customer money and makes you a strategic partner.

Pricing

FREE for BOTH Webinars and Playbacks*
*Playback has no expiration and may be shared internally

(New) Dates of Event

Part 1: Monday, July 23, 2018
Part 2: Tuesday, July 24, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Register for BOTH Events
Register for Part 1 ONLY
Register for Part 2 ONLY

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

David is currently President of U.S. Dataworks. He serves on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

 

Register Now

FREE 2-Part Series: Strategic Customer Partnerships for Financial Institutions

Register Now

This exclusive BankersHub FREE webcast series, sponsored by U.S. Dataworks, is intended to help executives, directors and senior managers better understand the critical role that strategic partnerships play in helping build and foster strong customer relationships in an increasingly competitive environment.

Part One: Why Financial Institutions Need to Become Strategic Partners
July 23, 12:00 pm – 1:00 pm ET

As financial institutions ponder the changes in delivering financial services, it becomes increasingly evident that focusing on businesses should be a high priority.  They are your best, most profitable customers.  Yet, in most cases, what FIs offer to commercial customers is viewed as a commodity. Your payment options, loans and online services are perceived as no different than a dozen institutions in your market.

The question we should be asking is Why?  Why would a business customer bank with us? If a bank down the street offered 5 basis points better on a line of credit, would we lose that account? By examining that “WHY”, you can focus on business services that go beyond tactical and provide a benefit beyond traditional financial services.  When FIs assist businesses in lowering their costs, provide access to prospects or enhance the customer experience, you become a strategic partner. Innovation with this strategic focus is the key to transformational growth and success with both SMB and corporate customers. This banking webinar will highlight the specific opportunities FIs should consider to transition into a valued strategic partner.

Part Two: How Integrated Receivables Became Strategic
July 24, 12:00 pm – 1:00 pm ET

“Integrated Receivables”… Most bankers are not even sure what that means.  Yet, it may be the single most important issue for every business customer an FI has – accurately and efficiently posting monies owed.

Without accurate posting, a company does not have income registered to conduct operations and grow their business.  As oxymoronic as it seems, the increase in electronic payments has lowered the straight-through processing rates…

  • Which means more manual post as remittance information has been decoupled from the payment, thereby
  • Increasing the cost that a company spends to get transactions accurately posted.

This banking webinar will highlight the specific issues that business customers face related to the high cost of manual posting and lays out a framework of how an FI can provide services to dramatically increase the STP rate, saving your business customer money and makes you a strategic partner.

Pricing

FREE for BOTH Webinars and Playbacks*
*Playback has no expiration and may be shared internally

(New) Dates of Event

Part 1: Monday, July 23, 2018
Part 2: Tuesday, July 24, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Register for BOTH Events
Register for Part 1 ONLY
Register for Part 2 ONLY

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

David is currently President of U.S. Dataworks. He serves on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

 

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