June 18, 2020 12:30 PM

California legislators met the letter of the law in passing the budget by Monday's deadline, but the state is a long way from a final spending plan.

7 Min Read
Penny Crosman
June 15, 2020 4:48 PM

Peoples Bank in Arkansas and Main Street Bank in Massachusetts are getting smarter about spotting suspicious transactions tied to unemployment benefit fraud as well as warning customers what to watch out for.

8 Min Read
Miriam Cross
June 12, 2020 2:16 PM

The success of Isbank's Maxi service is a lesson for all banks: Chatbots, with the right training, can provide the kind of human touch customers need in times like these.

5 Min Read
Penny Crosman
June 11, 2020 9:00 PM

Mobile banking use has swelled since the pandemic hit, and law enforcement officials expect hackers to target the credentials of digital novices. The FBI stressed the importance of two-factor authentication and ensuring consumers know how to spot fake apps that carry malware.

5 Min Read
Brett Cooksey, chief information officer, Sunrise Bank
Penny Crosman
June 10, 2020 1:59 PM

After initially processing the loans manually, the Minnesota bank turned to "low code" software to build the electronic forms and workflows needed to approve loan applications. The result: a more than fivefold increase in the number of loans it could process in a day.

6 Min Read
Chuck Cooper of StrongBox Wealth
June 5, 2020 12:12 PM

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

3 Min Read
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Tobias Salinger
June 2, 2020 2:00 PM

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

1 Min Read
Customer chat sessions at Happy State Bank
Miriam Cross
May 19, 2020 1:42 PM

The Texas bank is leaning on solutions from Lightico and MANTL to quickly set up accounts and handle loans when customers can’t sign documents in person because of the coronavirus emergency.

3 Min Read
May 13, 2020 2:46 PM

The $3 trillion plan doesn't allow advance refundings or reinstate Build America Bonds

5 Min Read
Paul Burton
May 13, 2020 10:16 AM

While their regions, sizes and funding streams vary, several mass transit systems underscored the dire need for additional federal funding.

4 Min Read