Alogent recently created a new spreadsheet that helps bankers calculate the cost of their current exception tracking workflows.
Modern Payments Infrastructure: 1 Platform, 1 API, All Channels
Is it time for a solution refresh? Legacy processes can’t always keep up. Ask yourself these questions to assess your payments modernization goals and explore the benefits of a single platform for all Day 1 and Day 2 processing.
Regulation R Training
Gene R. Elerding of Manatt, Phelps & Phillips, LLP in Los Angeles has provided us with a nine page review of Regulation R. This review of the broker rules includes a brief history, and details of the key provisions, including:
- Networking Exception
- Institutional and High Net Worth Customer Exception
- Trust and Fiduciary Activities Exception
- Sweep Accounts and Transactions in Money Market Funds
- Safekeeping and Custody Exception