ARTICLES

BVS Resources & Insights

Practical guidance on compliance training, regulatory changes, and building a better-prepared team.

All Compliance Training & Learning Adaptive Learning Fraud & Security Employee Engagement Member & Customer Service Leadership Game-Based Learning Regulatory Updates AI in Banking

ADAPTIVE LEARNING, TRAINING & LEARNING

Stop Wasting Time: Train Only on What You Don't Know

In the world of learning and professional development, time is the most precious resource. Whether you're onboarding new employees, upskilling a team, or trying to stay competitive, the effectiveness of your training program comes down to one simple question: Are you teaching people things they already know? If the answer is yes — even a little — you're wasting time, motivation, and money.

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TRAINING & LEARNING, AI IN BANKING

AI for course creation? Let the trainer beware!

Artificial Intelligence (AI) technology applications are numerous and increasingly tantalizing for those of us looking to save time and money in creating and editing training content. While AI is proven to produce text quickly and efficiently, the risks and challenges are real and merit oversight.

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COMPLIANCE, REGULATORY UPDATES

Lessons from TD Bank

In 2024, TD Bank was fined over $3 billion due to significant failures in its anti-money laundering (AML) compliance.

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EMPLOYEE ENGAGEMENT

Value Them — or Lose Them

Fall typically signifies back to school. Fresh start. Anything's possible.

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MEMBER & CUSTOMER 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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MEMBER & CUSTOMER SERVICE

Up Your FAQ (Financial Advisor Quotient)

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

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MEMBER & CUSTOMER 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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REGULATORY UPDATES, MEMBER & CUSTOMER SERVICE

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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ADAPTIVE LEARNING, TRAINING & LEARNING

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 & LEARNING, EMPLOYEE ENGAGEMENT

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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LEADERSHIP

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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GAME-BASED LEARNING, TRAINING & LEARNING

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 & LEARNING

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 & LEARNING, EMPLOYEE ENGAGEMENT

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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GAME-BASED LEARNING, TRAINING & LEARNING

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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ADAPTIVE LEARNING, TRAINING & LEARNING

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 & LEARNING

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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FRAUD & 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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MEMBER & CUSTOMER 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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MEMBER & CUSTOMER 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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MEMBER & CUSTOMER 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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FRAUD & 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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MEMBER & CUSTOMER 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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FRAUD & 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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LEADERSHIP

Knowledge and Compassionate Leadership

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

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MEMBER & CUSTOMER SERVICE, LEADERSHIP

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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COMPLIANCE, FRAUD & SECURITY

Would Your Vacation Policy Pass a Risk Assessment?

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

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COMPLIANCE, FRAUD & 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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TRAINING & LEARNING, EMPLOYEE ENGAGEMENT

How to keep employees — skip company pet day; train them instead!

In today's ever-evolving workplace employees are eager to improve their skills and look to their employers to help them do that.

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Lets Talk Training.

45+ years. One industry. If you're ready to see what better compliance training looks like for your institution, we're ready to show you.

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BVS Resources & Insights

Stop Wasting Time: Train Only on What You Don't Know

AI for course creation? Let the trainer beware!

Lessons from TD Bank

Value Them — or Lose Them

Up Your FAQ — Part II

Up Your FAQ (Financial Advisor Quotient)

Let's Get Phygital

Sleep tight — Your money is safe!

The Risk of NOT Addressing Learning Gaps

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

Who influences your thinking?

Why Gamification Should Be a Priority in Training

Social Learning and Your Financial Institution

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

The Benefits of Performance Simulation

Knowing Your Employees' Learning Style Can Make a Difference

Spotlight on... BVS Learning Director, Kate Merchant

Who's That Knocking at Your Door?

Are tellers an endangered species?

What Do Gas Stations and Financial Institutions Have in Common?

Banks and Credit Unions Should Steal This One Idea From Retailers

COVID Has Definitely NOT Put a Damper on Scams

Best Not to Take Those Relationships for Granted...

Out of the Frying Pan...

Knowledge and Compassionate Leadership

What Are You Doing to Promote Financial Literacy?

Would Your Vacation Policy Pass a Risk Assessment?

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

How to keep employees — skip company pet day; train them instead!

Lets Talk Training.

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