Most Popular Operations Content
Signing with a POA
02/19/2023
How should a person with a Power of Attorney for our customer sign documents? 1. John Doe by Jane Doe, Power of Attorney or 2. Jane Doe, Attorney in Fact for John Doe or Does this matter or is there a preferred method?
Branch transformation and ensuring your branch is a true retail destination
02/19/2023
Is banking at the branch still a thing?
Redisclosures for Representments
02/12/2023
We have changed our verbiage on our fee schedule to match the verbiage on our important terms and conditions regarding representments of checks. I was going to send out a letter with the updated fee schedule, but due to cost I would like to include the separate letter in the statement envelope. Does anyone see an issue with this?
Aging infrastructure and siloed platforms across in-branch and remote payment channels cause friction, surging costs and poor user experiences
02/12/2023
How do you know when it’s time to refresh your image acquisition platforms?
What is a Series LLC? Is that a thing?
02/12/2023
What is a Series LLC?