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Strategic Planning Processes

Strategic Planning Processes

Strategic planning processes in a financial institution begin when a bank forms and continue as long as the bank is in operation.

Nov 12, 2018 1 min read
Mitigation Definition

Mitigation Definition

Mitigation is defined as the action of reducing the severity or seriousness of something. When it comes to banking, risk is mitigated in several ways,

Nov 12, 2018 1 min read
OFAC, Cyber Risk & Third-Party Vendors: What You Need to Know

OFAC, Cyber Risk & Third-Party Vendors: What You Need to Know

Bankers know they shouldn’t do business with parties sanctioned by the OFAC - as the agency has reminded us in its most recent statement on sanctions and

Nov 8, 2018 2 min read
What Jason Bateman Taught Me About Money Laundering & Other BSA Lessons

What Jason Bateman Taught Me About Money Laundering & Other BSA Lessons

It’s not every day that banking regulation is a major plot point in a tv show, but both bank capital regulations and CTRs got a shout out in the first

Nov 7, 2018 3 min read
Cybersecurity 101: How to Get Senior Management to Spend More on Cybersecurity

Cybersecurity 101: How to Get Senior Management to Spend More on Cybersecurity

They say nothing is certain in life but death and taxes, but I’d also add cyberattacks to that list. Here are five tips for making the case for why your

Nov 1, 2018 2 min read
Vendor Management Framework

Vendor Management Framework

A vendor management framework is a logical system for developing a vendor management program. The framework includes recommendations for creating

Oct 31, 2018 1 min read
Business Continuity Planning Checklist

Business Continuity Planning Checklist

A business continuity checklist is a concise list of tasks that must be done to create an adequate business continuity plan (BCP). The BCP is a plan for

Oct 31, 2018 1 min read
COSO ERM Framework

COSO ERM Framework

The COSO ERM framework is comprised of the components and principles of effective enterprise risk management.

Oct 31, 2018 1 min read
Vendor Risk Management

Vendor Risk Management

Vendor risk management is a process that aims to deal with the risks associated with working with vendors. This process begins when the company is first

Oct 31, 2018 1 min read
Risk Management Strategies

Risk Management Strategies

Risk management strategies are systematic approaches to treating risks. Through risk assessment, a financial institution can identify the

Oct 31, 2018 1 min read
Operational Risk Management

Operational Risk Management

Operational risk management is a continuous process by which a financial institution manages risks within its business functions.

Oct 31, 2018 1 min read
Contract Management Software

Contract Management Software

Contract management software automates processes for managing the creation, execution, and analysis of contracts. This software can handle a range of

Oct 31, 2018 1 min read
Vendor Management

Vendor Management

Vendor management refers to all the systems, strategies, and techniques used to get more value from every vendor and third-party service provider

Oct 31, 2018 1 min read
AML Compliance

AML Compliance

The AML in AML compliance stands for anti-money laundering. AML compliance means following regulations designed to deter money laundering through both

Oct 31, 2018 1 min read
RTO Meaning

RTO Meaning

RTO is defined as the maximum tolerable length of time that a computer, system, network or application can be down after a failure or disaster occurs.

Oct 31, 2018 1 min read
GLBA Compliance

GLBA Compliance

The Gramm Leach Bliley Act went into effect in 1999. Also known as the Financial Modernization Act, it mandates that financial institutions explain to

Oct 31, 2018 1 min read
Risk Management In Healthcare

Risk Management In Healthcare

Risk management is essential in any business, but risk management in healthcare, it can involve components unique to the medical community.

Oct 31, 2018 2 min read
Business Impact Analysis

Business Impact Analysis

Business Impact Analysis (BIA) is an important step to take in risk management and an essential component in an organization’s business continuity plan.

Oct 31, 2018 1 min read
The Gramm-Leach-Bliley Act

The Gramm-Leach-Bliley Act

The Gramm-Leach-Bliley Act (GLB Act or GLBA), also known as the Financial Modernization Act, helps control the way financial

Oct 31, 2018 1 min read
Vendor Management Best Practices

Vendor Management Best Practices

Learn vendor management best practices ranching from good communication to having the correct procedures in place.

Oct 31, 2018 2 min read
Risk Management Planning

Risk Management Planning

While you may think that common sense could help businesses avoid risk, there are several risk management standards in place making this process more

Oct 31, 2018 1 min read
Business Continuity Planning

Business Continuity Planning

Businesses can face several risks, some of which can be more devastating than others. In extreme cases, these risks can put your business

Oct 31, 2018 1 min read
Lessons from a Fintech O.G.

Lessons from a Fintech O.G.

When Phil Meinert began his career in computer programming, the first wave of fintech development had just begun. If you think it’s hard to implement new

Oct 30, 2018 9 min read
3 Spooky Contract Clauses That Will Raise Eyebrows

3 Spooky Contract Clauses That Will Raise Eyebrows

You think horror movies are scary? Try reading some of the most hair-raising items that managed to make it into actual FI third-party vendor contracts.

Oct 25, 2018 2 min read
Are You Ready for the Next Economic Downturn?

Are You Ready for the Next Economic Downturn?

It’s inevitable that another downturn is coming. That’s why it’s important to make sure green risk management teams have the right tools and expertise to

Oct 22, 2018 3 min read
3 Types of Vendor Monitoring

3 Types of Vendor Monitoring

How do you know whether your vendors are actually doing what they say they are doing? It comes down to three key types of vendor monitoring...

Oct 17, 2018 4 min read
Coming to a GSE Near You: Better Third-Party Risk Management via FHFA Guidance

Coming to a GSE Near You: Better Third-Party Risk Management via FHFA Guidance

If you’ve been holding off on formalizing your approach to vendor management, this is another sign that you need to get on board.

Oct 10, 2018 2 min read
Sharing BSA Resources with Another Institution? Third-Party Vendor Management Rules Apply

Sharing BSA Resources with Another Institution? Third-Party Vendor Management Rules Apply

Regulators have given financial institutions a green light for sharing BSA resources in some situations, but proper third-party vendor management practices

Oct 9, 2018 1 min read
Monkey Business: What Two Gambling Monkeys Can Teach Us About Risk

Monkey Business: What Two Gambling Monkeys Can Teach Us About Risk

Did you hear about the monkey gambling for drops of juice in a casino? It’s an actual experiment that gives us insights into risk and decision making...

Oct 5, 2018 2 min read
Ammo for the Budget Battle: How Risk Management Delivers ROI

Ammo for the Budget Battle: How Risk Management Delivers ROI

Need help communicating return on investment (ROI) for risk management software? Here are arguments to help make the case to management and the board

Oct 3, 2018 2 min read