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Data Matters: Collect, Analyze, Utilize

Data Matters: Collect, Analyze, Utilize Data matters and it can drive better service. If you truly want to connect and care for customers, data needs to be part of your solution. As a consumer we...

Apr 21, 2021
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Article

Do’s, Don’ts, and Maybes: Rules to Streamline Portfolio Management

Do’s, Don’ts, and Maybes: Rules to Streamline Portfolio Management If my recent aggregate conversations with investment managers are an indication, there is still a lot of seat-of-the-pants...

Apr 21, 2021
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Article

Munis for the many: Taxable municipal bonds have appeal for nearly all community banks.

Munis for the many: Taxable municipal bonds have appeal for nearly all community banks. Chances are, your bank’s portfolio has been affected by declining portfolio conditions, erratic cash flows,...

Jun 08, 2021
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Article

Business Continuity and Disaster Recovery—Let’s Cut to the Chase

Business Continuity and Disaster Recovery—Let’s Cut to the Chase Business continuity and disaster recovery are essential to an operation’s contingency plan. Following these established fundamentals...

Jun 08, 2021
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Article