Partner Focus

Do you have a strategic technology plan?

A cultural shift is needed from the “board-level-down” in many community banks across the nation — and we are starting to see that shift take form.

Earn extra income by selling loans to the MPF® Program

Through its Mortgage Partnership Finance® (MPF®) Program, the Federal Home Loan Bank of Dallas offers a suite of on-balance sheet products.

Best Practice: Provide personalized product recommendations during online account openings

Increased use of digital banking, coupled with the reality that people just don’t visit branches the way they used to, has made it more challenging than ever for financial institutions to deliver personalized customer interactions.

Board effectiveness survey

What we learned from the survey is that a majority of boards plan to push for additional improvements in engagement, diversity and ESG.

Helping employees understand health savings accounts

According to research, 65% of HSA holders lacked the knowledge needed to pass a basic fluency test about their accounts.