BMO is one of the top banks in North America, and this means they run a lot of campaigns at a fast pace. Their marketing team prioritizes being customer-centric, which means they require data to be in-tune with customer needs and preferences. However, they were experiencing some inefficiencies in their research process.

Join us to learn how MetaBank is approaching the review of marketing assets with their pre-paid card partners and how even in a heavily regulated environment you can lean in with a growth mindset.

Join a panel of your peers as we have an open discussion on frustrations, misconceptions and fresh strategies surrounding the fight against Synthetic ID fraud.

STIR/SHAKEN is a set of standards designed to reduce spoofing of phone numbers by enabling phone networks to use digital signatures to document the legitimacy of phone calls. This capability is scheduled to be in place by mid-2021.

Join our very own Princeton economist, Rene Segura, as he guides us through a year-in-rateview as we re-visit industry rates across Auto, Home Equity, Mortgage, and Personal Loans to help answer how borrowers (and lenders) are shifting behaviors in this environment; and what signs that may give us for what’s to come in 2021.

The payment experience is taking center stage and redefining the direction of the industry. The sixth annual payments survey of financial institutions, commissioned by Fiserv, highlights that shift and the need for financial institutions to accelerate their payments modernization and technology transformation.

Join us for a discussion on how the art and science of rate planning and optimization will converge with the need to deliver more in-the-moment pricing without the legacy constraints of your core system or LOS.

You know your business better than anyone. You have innovative ideas, a unique business model, maybe even a first-class internal development team and the financial resources to both create your own products and maintain them over time. So, why shouldn’t you build rather than buy your next lease or loan origination solution?

Join our webinar for highlights from the 2020 Emergency Funds Survey conducted by SmartBrief on behalf of Fiserv. Leverage insights into consumer behavior, and be ready with affordable liquidity options, at a time and point your customers need them.

This session will highlight regulatory expectations for a Compliance Management System (“CMS”), with a focus on mortgage servicing, based on federal requirements and investor guidelines in the wake of Covid-19 following the continued surge of mortgage delinquencies and defaults.

Hear the most up-to-date research on consumer credit behavior during the pandemic and what it means moving forward. Also, gain an understanding of the relationship between credit scoring and risk, as it pertains to these uncertain economic conditions.

Organizational issues often make it difficult for financial institutions (FIs) to adequately serve their small business customers. Many FIs are still offering consumer solutions that lack the critical functionality small businesses need to manage their finances. With the impact of COVID-19 and the acceleration of digital among consumers and businesses alike, FIs must step up their game—or they risk losing these relationships to institutions that can better serve their needs.

Join Novantas experts for an exploration of digital relationship building. During this session, we’ll discuss new research on what’s driving the gaps between digital and branch quality, as well as programs banks can put in place now to drive higher quality in 2021 and beyond.

This session includes a review of primary findings and recommendations from research conducted by Forrester in partnership with Blend to uncover market opportunity and technology enablers for milestone-based lending.

The incidence of data breaches has grown rapidly over the last decade. Unfortunately, financial services has the second-highest cost per breached record, behind healthcare. Don’t make the same mistakes! Learn real-life examples of why most breach responses fail and how you can stay ahead and be prepared.

In this webinar, Accurate Group will explore how lenders of all sizes can implement the most efficient online closing workflows into their lending process today, along with reviewing best practices to ensure your transactions are secure, encouraging quick approval for use by your legal team to make certain your business is prepared for the future.

Well, of course we don’t have all the answers… but, we can provide Lenders and Investors the tools and approach needed to navigate this pandemic environment with success. Our insight and expert analysis in the consumer lending industry will help you better understand how to move your company forward into 2021 with precision and confidence.

Out of crisis comes opportunity. While the pandemic has been the ultimate stress test for businesses, it has catapulted digital transformation and new strategies for optimizing customer experiences to the forefront of today’s priorities. Organizations that adapt now will emerge stronger in a post-COVID world, but what is it going to take to get there?

Consumers, financial institutions and organizations around the world are experiencing the economic impact of the COVID-19 global pandemic. In a time marked by economic uncertainty, loss forecasting is critical to understanding the impacts of COVID-19 on your business as well as planning for the future. For financial institutions, now is the time to focus on stress testing for survival.

CBA members are invited to get an exclusive first look at our newest release of the FirstClose Digital Lending Platform. Carefully crafted with the borrower experience in mind, we’ll showcase the platform’s innovative technology and how to deliver instant equity values paired with a conditional approval.