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How one bank modernized its back-office compliance processes

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Manage episode 302008418 series 2327281
Content provided by Wipfli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wipfli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

To compete and grow in a changing landscape, financial institutions must invest in people and technology. One key area your institution can focus on is automating key regulatory compliance requirements.

How can you do this effectively?

That’s what Wipfli partner Terry Ammons asks Dheeraj Singal, founder & CEO of FINBOA, which provides financial back office automation software.

Plus, Terry talks to Marisa Reynolds, Senior Vice President of IT/OPS/Digital Transformation at Oconee State Bank, and colleague Jennifer Rudd, Vice President, Director of Deposit Operations, about how they used FINBOA to reduce the amount of time it took to file consumer disputes by over 80%.

Listen now to learn more about Oconee State Bank’s back office automation process and their before-and-after results.

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 302008418 series 2327281
Content provided by Wipfli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wipfli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

To compete and grow in a changing landscape, financial institutions must invest in people and technology. One key area your institution can focus on is automating key regulatory compliance requirements.

How can you do this effectively?

That’s what Wipfli partner Terry Ammons asks Dheeraj Singal, founder & CEO of FINBOA, which provides financial back office automation software.

Plus, Terry talks to Marisa Reynolds, Senior Vice President of IT/OPS/Digital Transformation at Oconee State Bank, and colleague Jennifer Rudd, Vice President, Director of Deposit Operations, about how they used FINBOA to reduce the amount of time it took to file consumer disputes by over 80%.

Listen now to learn more about Oconee State Bank’s back office automation process and their before-and-after results.

  continue reading

22 episodes

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