TOPIC: Vendors

How Not to Save Money on Vendor Management

While banks welcome more clarity when it comes to third-party vendor guidance, there are concerns about one of Bowman’s suggestions: the idea of banks pooling due diligence efforts. Sharing pooled vendor management resources is not a good idea because it overlooks these differences. Find more out HERE

    Making your Polices & Procedures Easy to Find, Follow and Manage

    Is it difficult for your frontline staff to find and follow your policies and procedures?

    Delivering the experience your customers expect requires your frontline staff to be able to easily find and follow your policies and procedures. We analyzed over 20 financial institutions, 250,000 policies and procedures and 2,000,000 million employee searches to understand how banks and credit unions can improve their procedure management.

    Join us March 4th at 2pm to learn 4 key takeaways to make information easy to find, follow and manage so your team can deliver the experience your customers demand. 
    Bonus - Registrants will receive a copy of our Best Practices for Structuring Policies and Procedures

    Register Now

    Can't make it? Register and we will send you a copy of the recording after the webinar!