• Would Your Vacation Policy Pass a Risk Assessment?

  • One of the questions we get frequently has to do with vacation policies. Typically, the question asked is "are we required to make employees take a two consecutive week vacation every year?" The answer is that it's not a rule, but it's a very strongly suggested practice that's emphasized by all the regulatory agencies.

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  • Service

    Up Your FAQ — Part II

    Our previous blog discussed the value of understanding life stages as they relate to your account holders' financial needs.

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  • Service

    Up Your FAQ (Financial Advisor Quotient)

    How would you describe your institution's philosophy for providing service?

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  • Service

    Let's Get Phygital

    Phygital\ adj.\ : the marriage of a physical enterprise with a digital platform to meet the needs of tech-savvy users.

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  • Training

    Sleep tight — Your money is safe!

    Bankers weren't the only people to get a massive heads up with the failure of Silicon Valley and Signature Banks.

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  • Training

    The Risk of NOT Addressing Learning Gaps

    In the rapidly evolving financial services industry, learning gaps can have a major impact on an organization's bottom line.

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  • Training

    It's Not About Training; It's About Learning

    If you care about supporting your most valuable asset — your employees, this blog is for you.

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  • Service

    Who influences your thinking?

    In politics, influence can be a dirty word. But, in business influencers are the key to insightful decisions made by the C Suite.

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  • Training

    Why Gamification Should Be a Priority in Training

    For anyone born after the 1960s, video games have been a solid part of their culture their whole lives. But gamification isn't the same as playing the latest video game.

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  • Training

    Social Learning and Your Financial Institution

    The term "social learning" was coined decades before we even knew what the internet was.

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  • Training

    Employee Training that Sticks Isn't an Expense — It's an Investment

    Budget cutbacks in your future? Let me guess, you're thinking that cutting the employee training budget might be a good place to start.

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  • Training

    The Benefits of Performance Simulation

    While the medical fields and the military were two of the early adopters of performance simulation training, other industries soon saw the advantage of it.

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  • Training

    Knowing Your Employees' Learning Style Can Make a Difference

    How often do you think about your employees' learning style? Maybe it's time to start.

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  • Training

    Spotlight on... BVS Learning Director, Kate Merchant

    We have a team of producers and editors who work with me to ensure BVS courseware is always up-to-date and engaging.

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  • Security

    Who's That Knocking at Your Door?

    I spend a lot of time talking to people about cybercrime and how they can ready themselves against cyberattacks.

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  • Security

    Can You Afford to be Shut Down?

    I'm sure you've heard about the ransomware incident at Colonial Pipeline that was announced on May 8 of this year.

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  • Service

    Are tellers an endangered species?

    Transforming from physical to phygital requires agile leadership and organizational changes to how a bank functions.

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  • Service

    By 2025, tellers will be gone. In their place: The Universal / Virtual Banker.

    In our last blog, we outlined a model for the Virtual Branch.

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  • Service

    It's Time to Kill the Call Center — and Make Way for the Virtual Branch

    Call centers were developed to support bank and credit union account holders outside of the branch.

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  • Service

    What Do Gas Stations and Financial Institutions Have in Common?

    If you want to know what the future holds for financial institutions and their branches, take a look at the history of the gas station.

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  • Service

    Banks and Credit Unions Should Steal This One Idea From Retailers

    Retailers — like financial institutions and every other brick-and-mortar business — were unable to give consumers the in-store experience during the pandemic.

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  • Security

    COVID Has Definitely NOT Put a Damper on Scams

    A bad storm in Cedar Rapids caused major damage and left stressed out residents scrambling to clean-up and repair: downed trees, missing roofs, shattered windows.

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  • Service

    Best Not to Take Those Relationships for Granted...

    When it comes to thinking about the new normal, even before COVID-19, banks and credit unions were already ahead of the curve.

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  • Security

    Out of the Frying Pan...

    "Out of the frying pan and into the fire." This common idiom has been uttered for nearly 500 years.

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  • Service

    Knowledge and Compassionate Leadership

    What does leadership, management and consulting within financial institutions look like in times of crisis?

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  • Service

    What Are You Doing to Promote Financial Literacy?

    Following the 2008 recession organizations across the public and private sector have recommitted to financial literacy.

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  • Security

    Would Your Vacation Policy Pass a Risk Assessment?

    A good vacation policy can be highly effective in preventing embezzlements.

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  • Security

    Dirty (Dark) Data, Done Dirt Cheap: Imagine the Fines and the Headlines

    The rock group AC/DC didn't exactly sing about dirty data in their epic 1976 song, but no one would blink an eye if they did so today.

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