Mass Inheritance: Here’s What The Next Generation Of Wealth Wants From Their Bank

Financial gurus are calling it “the greatest transfer of wealth in U.S. history.” “It” is the estimated $59 billion will be transferred from older generations to younger ones all the way out to 2061, according to recent data from Boston College’s Center of Wealth and Philanthropy1. In the short-term, economists expect about $30 million of [Read More…]

Credit Unions Leverage Turnkey Business Intelligence Solutions to Help Minimize Cost Associated with Portfolio Risk Management

Expanded data and technology-enhanced analytics enable overhaul of manual processes Efficiency is essential for today’s lenders. It’s not enough to have data, lenders also must process it smartly and swiftly to effectively manage portfolio risk, adhere to regulatory requirements, and identify growth opportunities. This is especially true for credit unions that are capturing an increasing [Read More…]

Join Equifax at BAI Retail Delivery 2015

Grow your DDA portfolio with a consumer-focused acquisition strategy Demand for household acquisition is an ongoing priority. Equifax can help you identify consumers who are more likely to become profitable households, with a better understanding of their existing or past banking relationships, estimated income, likely assets and other financial tendencies. Stop by the Equifax exhibit [Read More…]

4 Ways Credit Unions Can Help Reduce Fraud without Losing Customers

As credit unions seek to provide greater convenience and fewer barriers for new customers, fraud is on the rise. But there are strategies to help head it off. Today, customers prioritize convenience. They want fewer barriers to accessing the products and services they want. Credit union members are no different. To serve that demand for [Read More…]

FLSA, Overtime, and Minimum Wage, Oh My!

Webinar:  FLSA, Overtime, and Minimum Wage, Oh My! This webinar took place Wednesday, September 16th | 2:00 PM EDT Through a Notice of Proposed Rulemaking, the Department of Labor recently announced its intention to dramatically shrink the pool of employees who qualify for exempt status under the Fair Labor Standards Act (FLSA). This change, coupled [Read More…]

Employers Face Increased ACA Reporting Penalties

Employers Face Increased Penalties for Failure to Comply with ACA Reporting Requirements On June 29, 2015, just four days after the Supreme Court’s ruling in the King v. Burwell case that proved the Affordable Care Act is here to stay, President Obama signed the Trade Preference Extension Act of 2015 (Trade Act) into law. The [Read More…]

Webinar: Driving Higher Deposits through Affluent & Mass Affluent Households

Webinar:  Driving Higher Deposits through Affluent & Mass Affluent Households September 17, 2015 2:00 Eastern Register Now Register for free with the discount code Equifax917 About the Webinar Since the Great Recession, total U.S. invested assets have grown considerably, up 66% percent between December 2008 and December 2014. Two key groups, the Affluent and Mass [Read More…]