Writer: Anna Burgess Yang

AI: The next tech disrupter

If you thought the pandemic was a major accelerator on the road to digital transformation, it will soon look like a blip compared to artificial intelligence.  [Continue]

Tech lessons from a financial crisis

It might be easy to say, “That was a big bank, and we’re community banks. We’re different.” And while that’s true, there are certainly some aspects of the SVB failure that apply to banking across the board. [Continue]

Tech lessons from a financial crisis

It might be easy to say, “That was a big bank, and we’re community banks. We’re different.” And while that’s true, there are certainly some aspects of the SVB failure that apply to banking across the board. [Continue]

Hybrid closings reduce friction in the mortgage process

Lots of stories have emerged over the past few years about community banks quickly pivoting to digital solutions during the pandemic. Avidia Bank in Hudson, Mass., was slightly ahead of the curve, bringing on new technology for residential mortgages in December 2019. “We could see that was the direction the industry was headed into, and if we wanted to stay competitive, we needed to adopt it,” says Laura J. Hughes, vice president and CRA officer at the bank. [Continue]

Digital transformation needs a CX advocate

Your bank may have a digital transformation plan and budget, but does anyone “own” the digital experience across your entire bank? Think about it. Your retail team might select a digital account opening solution. Your lending department chooses a platform for online applications. But each department is going to make a decision based on their … Read more

Welcome to the ‘phygital’ world

Hybrid has become a key buzzword in the post-pandemic world as banks along with other businesses grapple with the right blend of in-office and remote work. Combine that with talent shortages, and meeting the needs of customers and employees has proved challenging. [Continue]

Striking the right balance in ticklers

I’ve seen my fair share of ticklers throughout my career. And when I say fair share, I mean tens of thousands. I worked for a company that had a tickler solution as part of a larger loan management system and helped community banks make the switch from their old system to the new system. [Continue]

Is your remote deposit capture up to snuff?

We’re asked to upload images with our phones all the time. Insurance cards, driver’s licenses, checks. And we’ve all experienced the less-than-stellar experience of struggling to get our item exactly in the frame or a multi-step process of needing to crop and rotate so that the image is accepted. [Continue]

Create a holistic customer view with a CRM

Customer relationship management: It’s a process that has always been a “nice to have” instead of a “must have” for bankers. But with ever-increasing demands from customers for personalized experiences, fragmented systems won’t cut it. [Continue]