Buying or Selling MSRs? Don’t Wait Until the Deal Is Done to Tackle Those...
Whether your firm is looking to sell or acquire mortgage-servicing rights (MSR), you shouldn’t wait until after the transaction has been announced to get your ducks in a row. Have you ever wondered...
View ArticleNew Information Governance Requirements of the Dodd Frank Act: Get prepared...
What does your financial services organization need to successfully implement the new information governance (IG) requirements of the Dodd-Frank Act? If you don’t know, help is on the way. The 58th...
View ArticleSingle or Playing the Field: Relationship Guidance From the OCC
Some people like to forge a single, lasting relationship; others prefer to play the field. As it turns out, banks are not all that different when it comes to vendor relationships—specifically, records...
View ArticleInsurance Industry Changes Ahead: Prepare to Merge
Economic and regulatory trends are forcing insurance companies to approach M&A with an entirely new mindset. If your firm has a merger in its future, be sure to address these three essential...
View ArticleNo File Left Behind: Divest Your Records, Too
As an insurance company, you use paper like it’s going out of style (which, in fact, it may be—but that’s a different conversation). Each day brings a blizzard of new claims, policy files, sales...
View ArticleFinancial Services Firms: Who’s Riding Herd on Your Vendors?
Over the past few years, the Office of the Comptroller of the Currency (OCC) and other regulators have intensified their scrutiny of banks’ relationships with outside vendors. In a recent bulletin, the...
View ArticleFolksonomy Can Help Financial Firms Improve Productivity and Service
A folksonomy can bolster productivity and information findability at financial firms. One primary focus regarding customer data and information management for financial firms is the ability to retrieve...
View ArticleSocial Media Compliance with Financial Regulation
Social media compliance has hampered financial institutions’ efforts to build a presence on social media sites such as Twitter, Facebook and LinkedIn. Social media is hardly new (I mean you are reading...
View ArticleMergers and Acquisitions: Surviving the Ride and Minimizing the Disruption
For financial firms, mergers and acquisitions have always been more of a rollercoaster than a merri-go-round, and not an olde fashion coaster, we are talking about one of the new models with inverted...
View ArticleARMA 2014: Iron Mountain to Host Insurance and Financial Regulations Panel
No industries are more affected by compliance regulations than the industries that comprise the financial services sector. With this in mind, I will host a discussion with participants at ARMA 2014...
View ArticleFolksonomy Can Help Financial Firms Improve Productivity and Service
A folksonomy can bolster productivity and information findability at financial firms. One primary focus regarding customer data and information management for financial firms is the ability to retrieve...
View ArticleSocial Media Compliance with Financial Regulation
Social media compliance has hampered financial institutions’ efforts to build a presence on social media sites such as Twitter, Facebook and LinkedIn. Social media is hardly new (I mean you are reading...
View ArticleMergers and Acquisitions: Surviving the Ride and Minimizing the Disruption
For financial firms, mergers and acquisitions have always been more of a rollercoaster than a merri-go-round, and not an olde fashion coaster, we are talking about one of the new models with inverted...
View ArticleRIM Training: Top Concern at Chicago Fiserv Roundtable
According the recent Cohasset|ARMA benchmark report only 10% of employees at financial services companies are engaged in Records and Information Management (RIM). This is not a surprising number since...
View ArticleFinancial Firms: Information Governance and Big Data in Conflict?
In the age of big data, there are wonderful new technologies available to create low-cost “data lakes” and conduct analytic exercises against that data. For some organizations, prior reasons they have...
View ArticleInsurers: Is Someone Eating a Salad–or Just Searching Your Microfilm?
Nothing lasts forever—least of all acetate microfilm. As this material disintegrates, it releases a pungent, vinegary smell. Unfortunately, by the time the odor begins, the reel has lost its...
View ArticleWarding Off the Ghost of Vendors Past
Old relationships, be they romantic, platonic or transactional, can get in the way of new alliances—and in ways that you may least expect. Since 2013, the Office of the Comptroller of the Currency...
View ArticleThe Five Characteristics of Highly Effective Mortgage Document Databases
You probably already use data mining to harvest important rate and loan agreement information. But how meaningful is the analysis that you’re receiving? If your mortgage document database lets you...
View ArticleNavigating Mortgage Document Pitfalls
Mortgage service providers may not risk life and limb like an intrepid explorer in an action film, but they can encounter plenty of hazards generating and maintaining transactional records. A recent...
View ArticleCloud Computing for Banks
Conventional wisdom maintains that cloud computing for banks will never come to pass due to security and regulatory concerns. However, new research from Ovum and SAP shows that financial services firms...
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