Eytan Bensoussan, co-founder and CEO of NorthOne
Miriam Cross
June 23, 2020 3:35 PM

Challengers like Joust, Lili and NorthOne that offer banking services to freelancers and small-business owners are getting record levels of new customers as the traditional workforce thins.

5 Min Read
Wells Fargo sign
Penny Crosman
June 22, 2020 12:59 PM

In a new twist on an old scam, cybercriminals have tried to get thousands of people to surrender their Wells bank account information by sending authentic-looking emails containing malicious links that lead to a fake website bearing the company's name.

5 Min Read
Miriam Cross
June 19, 2020 2:28 PM

With money flow suddenly stifled for millions of customers, demand for money management tools has skyrocketed.

6 Min Read
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
FP_Podcast_Logo_Web_K.png
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