The Importance of Compliance Training for Fintech Companies

Fintechs, or financial technology companies, have disrupted traditional financial services by leveraging technology to provide more efficient, accessible, and innovative products and services. However, this disruption has also raised concerns around consumer protection, privacy, and systemic risk.

By |2023-04-14T12:58:17-06:00April 14th, 2023|Bank, Credit Union, Financial Services, Mortgage|Comments Off on The Importance of Compliance Training for Fintech Companies

Staying Vigilant: How to Protect Your Customers and Your Institution from Fraud in Uncertain Times

Fraudsters are known to prey on victims when they are facing uncertainty, distress, and anxiety. The current times are no different as several recent bank failures and financial instability have left consumers feeling vulnerable about their personal and business finances. This heightened concern has created an environment where they may be more susceptible to being taken advantage of or making hasty decisions.

By |2023-03-20T09:39:32-06:00March 17th, 2023|Bank, Credit Union, Financial Services, Mortgage|Comments Off on Staying Vigilant: How to Protect Your Customers and Your Institution from Fraud in Uncertain Times

What Soft Skills Are Needed in the Financial Industry?

When considering a career in the finance industry, you might think that mathematical skills and financial wisdom are all you need to achieve a successful career. Well, that is not the case. In fact, many soft skills are necessary if you want to achieve your goals and grasp the career you want.

By |2022-11-16T11:41:43-06:00November 16th, 2022|Bank, Credit Union, Financial, Financial Services, Mortgage|Comments Off on What Soft Skills Are Needed in the Financial Industry?

Succession Planning During the Great Resignation

Employees are vacating the workforce at alarming rates. There are several factors for this. Retirement, stress, burn-out, and even content workers are looking for better offers. As if this wasn’t enough to worry about, the lack of skilled talent is making it harder to find top-tier employees to replace those that are leaving. Is your company prepared for this?

By |2022-11-07T14:28:34-06:00September 19th, 2022|Bank, Credit Union, Financial, Financial Services, Mortgage|Comments Off on Succession Planning During the Great Resignation