What your financial institution can learn from the Elf on the Shelf
Once we devoured the pumpkin pie on Thanksgiving, our Elf on the Shelf appeared. She’s been keeping a close eye on my daughter ever since. For those of you without young children, The Elf on the Shelf:...
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Customers: The real “core” of your business
“Sales 101, know your customer,” I overheard a colleague repeat several times at a recent training event. As cliché as it may sound, knowing your customer is the single most important thing for...
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3 reasons to celebrate our awesome community banks
April is one of my favorite months. I get to celebrate the end of winter, the start of the Cleveland Indians’ season and my boyfriend’s birthday. And, of course, it’s Community Banking Month. This...
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How to transform your accounting department: The connected credit union, part 2
Accounting. Just saying the word used to give me the chills. Thinking about it takes me back to my college days, when early morning accounting classes were not my strength. Oddly enough, after...
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New kids in town force legacy banks to rethink antiquated IT strategies
Never before have Britain’s banks been under greater pressure. Faced with public scrutiny over historic practices and pressure from some quarters to jettison operations with systemic risks, many are...
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The new David vs. Goliath: Challengers vs. legacy banks
The Philistines gathered their forces for war and David and Goliath faced each other. One a giant, with enormous power. The other lithe, fleet of foot, resourceful and unencumbered. There are numerous...
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Keeping up with trends in lending technology
Throughout June, the American Bankers Associationand bankers across the country celebrated American Housing Month. That, coupled with the recent announcement that in April pending home sales hit a...
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2 keys to Financial Services success: Stopping sprawl and smashing silos at...
Our Financial Services customers have been eagerly anticipating CommunityLIVE for months. The #FSVOGUE activity on Twitter was in full force while I packed my suitcase to head out to Vegas to join all...
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Saluting service at credit unions
While volunteering in my daughter’s first grade classroom last week, I worked with a group of students on a Veteran’s Day activity. We talked about the different branches of the military, the...
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Bridging the financial institution generation gap
Editor’s note: This blog post was originally published on charteredbanker.com. At one time, opening a bank account meant sitting down with a man in a suit, but the rise of Britain’s “challenger banks”...
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“Trick out” your core financial services systems with document management
Leave it to the smart folks at Cornerstone Advisors. They’ve effectively used pop culture to urge financial institutions to make over their core software systems in the new “Pimp My Core” GonzoBanker...
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Trends From 2012 That Will Affect 2013: Part 1
As the year draws to a close, it’s the perfect time to take a look at the most important trends we saw in 2012 that will still affect banks, credit unions and lenders in 2013. Call it a look backwards,...
View ArticleFinancial Services Trends From 2012 That Will Affect 2013: Part 2
As the year draws to a close, it’s the perfect time to take a look at the most important trends we saw in 2012 that will still affect banks, credit unions and lenders in 2013. This is an exercise we...
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Super Ready for the Next Super Storm
Hurricane Sandy. You don’t have to be located on the East Coast to shudder at the thought of it. That’s why a well thought-out document management strategy is a key part of planning for your financial...
View Article‘Trick out’ your core with ECM: Give your core processing system the...
Core banking providers have been taking over the headlines lately. It reminds me of how the geniuses at Cornerstone Advisors effectively used pop culture to urge financial institutions to overhaul...
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Stop the March of Document Madness
Click to enlarge While March Madness might be heaven for college basketball fans, credit unions are the ones really racking up the points. In 2012, they reported record earnings, according to SNL...
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3 Things Your Financial Institution Can Learn From Justin Bieber
Justin Bieber’s “Baby” has become the highest-certified single in music history, overtaking Sir Elton John’s “Candle in the Wind”. However, the teenage star has been in the news more frequently because...
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How to Turn a Bad Dream Good: Department of VA Loses a Half-Million Loan Files
Talk about a nightmare. Almost half a million electronic home loan files were accidentally deleted by the Department of Veterans Affairs last month – including active loan files, appraisals and grant...
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Kick Back Like Kenny Chesney This Summer
Summertime means baseball games, lazy days at the pool, and the annual Kenny Chesney stadium concert tour. For those of you who aren’t self-proclaimed country fans like I am, you’re missing an amazing...
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Changing Cores Doesn’t Have to Change Everything – Or Should it?
Change is constant. That’s especially apparent in today’s core banking platform space. The recent acquisitions in the marketplace will undoubtedly encourage some financial institutions to explore...
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The ECM Revolution – Unblurred
Early 90s Twenty years ago Allan Thicke was a household name because of his role as Dr. Seaver on the television show Growing Pains. Stamps cost 29 cents. And financial institutions were just beginning...
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Live at OTTC13: The Value of Training – Get the Most from Your Technology...
Selecting an enterprise content management (ECM) solution is a major decision for any company. One of the most critical elements in determining the success of your choice is whether your investment...
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Live from OTTC13: Don’t Make This Just Another Conference; Let Your Voice be...
I’ve been to many technology user conferences. And each one feels the same. I go, navigate my way through a sea of attendees and vendors, fill my schedule with educational sessions and take as many...
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Live from OTTC13: You “Can’t Buy Me Love” for technology, but you can share it!
Hyland CEO Bill Priemer rocking OTTC13 As a tech enthusiast, it’s easy to fall in love with all of the new things you learn at a user conference. From software advancements to networking with peers,...
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Live from OTTC13: The Top 13 Moments from this Year’s Conference
What do chocolate pancakes and Elvis have in common? Well, not much – unless you attended this year’s OnBase Training & Technical Conference (OTTC) this week in Las Vegas. MiguElvis Zubizarreta...
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OTTC14: It’s Time to do Your Homework
This year’s conference may be over, but it’s never too early to begin preparing for next year’s OnBase Training & Technology Conference (OTTC), Sept. 14-18, in Orlando. To get your wheels turning,...
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Fall, Football and Other Key Combinations
Football is the only reason I can accept the end of summer. Watching weekly predictions on College Game day, laughing at the guys battling it out for the Shiva on The League and cheering for my...
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Tailgating and Technology: It’s All in the Planning
As I divulged last month, I am a football fanatic. I recently took my annual fall road trip to the mecca of college football – The University of Notre Dame. Whether you’re a Fighting Irish fan or not,...
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MBA Annual Convention & Expo: Mortgages, Magic and ECM
At the MBA’s 100th Annual Convention and Expo this week, I talked to many people about how to better manage paper. The sheer size of a mortgage file makes finding the right page or document extremely...
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The ECM Journey: Not a Drive-Thru
At lunchtime the other day, starving (!) and happy that I had a good half-hour before diving into a presentation, I pulled out my lunch at my desk. My cubicle neighbor scooted over: “Great looking...
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Turkey, Traditions and Technology
Turkey on your plate. Friends and family around your table. Football on your TV. Ah yes, it’s Thanksgiving time. The annual holiday tradition in my family is to take turns at the dinner table sharing...
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Bad Santas, Beware
The tree is up, the stockings hung, and with a successful visit to Santa under our belt, we are ready for Christmas. After I tucked my little one in last night and strategically hid her Elf, I watched...
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Out with the Old, in with the New
New Year, new you. At least that’s what they say. Every January, my usually quiet gym experiences a sudden popularity resurgence thanks to annual weight loss resolutions. Folks also start cutting back...
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Finding Your Perfect Match
Roses are red, violets are blue, time to choose a vendor. Do you have a clue? Okay, obviously I’ll never face off in a freestyle rap battle with Eminem. But I do have experience rolling out new...
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Preparing for a Revitalized Commercial Lending Forecast
According to a new Mortgage Bankers Association survey, commercial lending is expected to increase in 2014 – with 91 percent of the top firms polled anticipating originations to increase....
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St. Patrick’s Day: how to really go green
Today is one of my favorite days of the year. St. Patrick’s Day! Though it honors the patron saint of Ireland, today St. Patrick’s Day (SPD) is celebrated by many people throughout the world – Irish...
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Your customers, your community, your opportunity
Community Banking Month is upon us. It’s the ideal time to promote the impact your bank has in the local community while highlighting your ongoing commitment to your customers. I think that goes...
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It takes two: records management and workflow
“It Takes Two,” the hit song by New York hip-hop artists Rob Base and the recently deceased DJ E-Z Rock, has been running through my head all day. One of the cool things about enterprise content...
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3 ways financial services organizations can eliminate the waste
In a survey recently conducted by Cornerstone Advisors, 58 percent of respondents said they believe half or less of the work happening in their organizations is real work. The rest, the non-work...
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3 essential components of ECM that eliminate waste: Part 2
In part one of this series, we explored how banishing waste is critical for the future of today’s financial institutions. Until banks and credit unions commit to drastically changing processes across...
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3 essential components of ECM that eliminate waste: Part 3: Workflow
In part one of this series, we explored how banishing waste is critical for the future of today’s financial institutions. In part two we looked at how enterprise content management (ECM) enables...
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Change is inevitable – 3 ways to tackle it head-on
Last fall, I shared how I cope with the end of summer. Like many, I am not a big fan of change. This autumn, the transitions in my life seem as taxing as those of the current NFL Commissioner. But as...
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Gartner Magic Quadrant highlights Hyland for Financial Services
Gartner has published a Financial Services Context report as part of its 2014 Gartner Magic Quadrant for Enterprise Content Management (ECM). The supplemental report outlines the top ECM vendors with...
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Calling all financial superheroes!
Halloween. You either love it or you hate it. I love it. Luckily, my daughter is a Mini-Me in that regard. She’s also a kindergartener who has struggled to make a decision on her Halloween costume...
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3 areas where workflow improves lending
Chances are, your financial institution has been using document imaging for years. But has it taken the next step by using workflow? If not, here are three instances where workflow can increase the...
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Spreadsheet strangulation: Break free with case management
Love them or hate them, every business has some form of critical process run or monitored by a spreadsheet. Whether in HR, Legal, Sales, Finance, Fleet Management, you name it, there will more than...
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Technology Resolutions for 2016
As we wrap up 2015, it’s hard to believe that another year has passed, but with 2016 right around the corner, I’m actually starting to get excited. To me, a new year means a new beginning, and for...
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5 “Must-Dos” at MBA Tech 2016
We’re less than five days out from Mortgage Bankers Association’s annual Technology in Mortgage Banking Conference and I’m really starting to get excited for the expo this year. The annual conference...
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3 things your financial institution can learn from Justin Bieber’s Purpose Tour
Like all cool moms, and secret, slightly older Justin Bieber fans, I scored two tickets to take my daughter to Justin Bieber’s much talked-about Purpose World Tour. Sporting complementary Bieber...
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Trending now: Summer lovin’
Nothing is better than summertime. Nothing. I love everything about summer. Lazy days at the pool, drive-in movies, s’mores and crushing on the most current Taylor Swift summer fling. From tan lines...
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