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  • Posted in: Reporting

    Hi Carly, While I'm not a community bank I can tell you how we see our clients working to create bridges with their marketing teams using our Nlending systems! If your marketing team has address information regarding their marketing (like ...

  • I'm interested in hearing how others account for third-party relationships that have rebranded, merged, or been acquired? Specifically, when a third-party changes name or ownership: From which entity do you obtain due diligence (legacy ...

  • Posted in: Reporting

    Good Afternoon, Curious how other community banks are tracking marketing and outreach from a Fair Lending/CRA perspective. Ideally, we'd love for our marketing team to have analytics and reportable metrics to provide to us regarding what ...

  • What's your process when a vendor goes radio silent on due diligence requests? First- I make sure the requirements are outlined in the agreement and the frequency for right to audit (not less than annually for critical vendors). My team ...

    1 person likes this.
  • When Vendors Go Silent: Document Everything (Yes, Even the Radio Silence) Here's a reality check from the trenches: You've sent the request. You've followed up. And now… crickets. We've ALL been there. Why it matters: When a ...

    1 person likes this.

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