Ethical/Green Banking

In recent years, society as a whole has become more aware of making sustainable and eco-friendly choices. Banking isn’t the first industry people think about when making environmentally conscious decisions, but it provides funding for the industries that contribute to climate change. Banking is among the largest industries by revenue in the US; therefore, leaders…

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Retail Banks & Fintechs

As technology advances, everyday services like banking are in a constant state of innovation. The information age has transformed banking in the last several decades, making processes more efficient and less time-consuming. Each generation has its response to digital banking advances; younger generations adapt more quickly, and older generations take time to adjust but are…

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SME Dissatisfactions with Banking Customer Service

Customer satisfaction is a key foundation of business. Banking clients want to feel satisfied with the relationship and service from the financial institution holding their assets. However, studies show the opposite is the reality. A 2022 study released by J.D. Power showed that half of small and medium-sized businesses are considered financially unhealthy and don’t…

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Overdraft Study

Since Congress relaunched its initiative to overhaul overdraft protection offerings and the fees charged, many banks and credit unions are announcing changes to their overdraft fees and policies. Knowing this is a significant source of fee income, not to mention the public relations aspect, our team researched and compiled a report to help our clients…

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