Opal Perry

Want access to new consumer banking research? Join us on June 20 at 2 PM EST to get new data and insights on how consumer banking behaviors are shifting, what financial tools people are using and what it means for FIs who aren’t keeping up. Register today: https://lnkd.in/gjdTxyHv #banking #creditunions #payments #digitalbanks #research #consumerbanking #financialservices

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Want access to new consumer banking research? Join us on June 20 at 2 PM EST to get new data and insights on how consumer banking behaviors are shifting, what financial tools people are using and what it means for FIs who aren’t keeping up. Register today: https://lnkd.in/gjdTxyHv #banking #creditunions #payments #digitalbanks #research #consumerbanking #financialservices David Albertazzi

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For the first time, RDFIs will have a defined role in monitoring ACH payments they receive. This significant development, approved by Nacha members, aims to combat fraud, including business email compromise (BEC), associated with credit-push payments. As Jane Larimer, Nacha President and CEO, points out, "All participants in the ACH Network have a part to play in reducing the incidence of fraud and recovering when fraud has occurred." Learn more in our April 2024 Innovating Payments Executive Summary— Nacha Rules Take Aim at Credit-Push Fraud: https://lnkd.in/ezsgudgX. Plan to join Sean Carter, AAP, APRP, Mark J. Dixon, CTP, AAP, APRP, NCP, Mary Morrison, AAP, APRP, NCP, CAMS, and Patty Presta for a comprehensive two-part series, "Diving Into the Operation Impact of the New ACH Rules," on May 31 and June 07, 2024, where they will delve into the implications of these new rules, offering insights on implementation, procedures, policy updates, audits, risk assessments, and organizational engagement. 🔍 Curious about engaging with third-party providers? 📝 Wondering about new procedures and policy updates? 🤔 Unsure about ACH audits or risk assessments? Get the answers by registering for Diving Into the Operation Impact of the New ACH Rules: https://lnkd.in/e7y73DN2 #ACH #FinancialServices #FraudPrevention #RegulatoryCompliance #ProfessionalDevelopment

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🚨 Is your financial institution ready for the rising compliance demands of 2025? 🚨 With regulations tightening and compliance costs rising, many financial institutions are stretched thin—juggling complex requirements and overburdened teams. 💡 But what if you could automate compliance and free your team to focus on what truly matters: your customers? At Alvaria, our compliance-driven platform simplifies your contact centers regulatory hurdles, reduces manual errors, and ensures you stay ahead of ever-changing laws—without hiring more staff or risking costly mistakes. #ReachOutRight with Alvaria! [𝐋𝐢𝐧𝐤 𝐢𝐧 𝐜𝐨𝐦𝐦𝐞𝐧𝐭𝐬] #FinancialServices #Financial #Compliance #ContactCenter

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💡 Why Digital Transformations Are Challenging 💡 Many credit unions struggle with digital transformation because: 1️⃣ Lack of Clear Strategy: Technology upgrades without a solid vision lead to misalignment. 2️⃣ Cultural Resistance: Without employee buy-in, change stalls. 3️⃣ Poor Change Management: Insufficient planning overwhelms teams. 4️⃣ Inadequate Resources: Transformation demands more than just tech—it requires talent and support. 5️⃣ Siloed Operations: Disconnected departments make seamless member experiences difficult. DxO Advisors, LLC leverages our expertise in this space to help credit unions on their transformation journey. We deliver success by aligning strategy, culture, and technology with a member-first focus. #DigitalTransformation #CreditUnions #Fintech #Innovation

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Looking to maximize the efficiency of your citizen developer projects? Look no further! Join us in watching a compelling video featuring Major Sandin, SVP of Risk Strategy at U.S. Bank, as he shares invaluable insights on the pivotal role of IT collaboration in project success. 🚀 Don't miss out on Major Sandin's expert advice! Watch the video now:  https://lnkd.in/eg6iFiA3 #CitizenDevelopers #ITCollaboration #Innovation #AI #ArtificialIntelligence #MachineLearning #DigitalTransformation

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If you're heading to Charlotte for the Banking Transformation Summit tomorrow, you'll want to connect with FusionIQ EVP of Business Development Sean Ristau who will be leading our team at this leading bank tech event. Find out more about our award-winning wealth management solutions for banks and how we're providing an easy on-ramp to digital transformation: https://lnkd.in/gx8yG2Fu #banktech #wealthmanagement #fintech #digitalleadership #wealthtech

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Banking is changing fast. FIs must transform to meet demands and expectations of today’s consumers, or risk losing share. The Galileo Consumer Banking Report by Datos Insights gives a snapshot of how banking habits are shifting and how FIs should adapt. Get data on what your customers are doing and what they value most: https://lnkd.in/gd3hmMP2

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Tune in to learn how #creditunions can better manage third-party fintech risk in this recent webinar produced by Venminder.

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Hear from PNC leaders on how key market and economic themes may impact 2025, and beyond. Register here. https://lnkd.in/eCaMkFkZ

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Farmers Insurance Federal Credit Union hit a remarkable 55% enrollment rate on Day 1 of their digital banking transition with Constellation 🌟 Elevate your Credit Union’s digital journey with Constellation Digital Partners! Our state-of-the-art solutions empower you to deliver seamless banking experiences to your members. #DigitalTransformation #CreditUnions #FinTech

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The irony here is that Zelle stopped doing business with Prepaid and Debit Card program managers for fears of fraud. I would argue that these smaller companies, when due diligence is properly done, are less risky than the big banks because they have smaller teams who care and cannot hide behind corporate burraracy. https://lnkd.in/eksxDqZf #PREPAID #PAYMENTS #COMPLIANCE #CAMS

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🆕 Check out our latest article by Ashley Fiore, Chief Business Intelligence Officer at KlariVis! In an era of demographic shifts and tech evolution, banks are finding they need to adjust their talent strategies to attract and retain Millenial and Gen Z employees. In "Modernizing Bank Talent Strategies: Harnessing the Power of Enterprise Dashboards," Ashley explains how to recruit competitively, empower your workforce, and bridge generational gaps with enterprise dashboards. Key Takeaways: ☑ Understand the impact of retiring Baby Boomers on banking. ☑ Explore strategies beyond salaries to attract new employees. ☑ See how dashboards help new employees quickly acclimate. ☑ Learn the benefits of real-time data in workforce engagement. 🔗 Read the article here: https://lnkd.in/eBkfWKNK #communitybanking #dataanalytics #educationalcontent #talentstrategies

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#ICYMI: Envision EVP Brian Jones spoke to The DI Wire about interval funds and other products challenging firms’ operations. He explained the biggest points of friction in servicing interval funds and other retail alternatives: “Too much manual processing. If you try handling the investor subscription process in a retail distribution environment, you may find your operations quickly bogged down.” Read more key insights: https://bit.ly/3OLRSlp #IntervalFunds #InvestorRecordkeeping #AlternativeFunds

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Does process matter in #financialplanning? We think so. Our clients -- engineers and execs in defense, aerospace, and technology -- know the value of repeatable processes better than anyone. And they know that their AdviceOne Advisory Services, LLC advisor will deliver a logical, focused approach to #financialplanning. #processdriven #retirementplanning

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“Through working with hundreds of #banks, #insurance carriers, and #creditunions, we’ve recognized that measuring customer experience alone isn’t enough to indicate concrete business outcomes. We’ve created the Unified Interactions Index to deliver a new, more effective way to define and measure the value of customer interactions – it’s the first benchmarking tool of its kind.” Discover where you rank among similar organizations with our Unified Interactions Index, unveiling a new way to benchmark your #customerinteractions strategy: https://buff.ly/3xSvQcd

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We’re thrilled to share our recent feature in PLANSPONSOR which discusses how our partners Huntington Ingalls Industries (HII) and Alight Solutions have been able to significantly reduce 401(k) loan withdrawals by offering Kashable! Read the full story to discover how Kashable is helping to transform employee financial health: https://lnkd.in/eijiANbH #FinancialWellness #EmployeeBenefits #EmployeeSupport #RetirementPlanning

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