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Q&A: Tips for Financial Institutions Evaluating Fintech Relationships

Q&A: Tips for Financial Institutions Evaluating Fintech Relationships

Expert explains the difference between fintech relationships and regular TSPs and vendors, including best practices for evaluating fintechs.

May 28, 2024 4 min read
Regulators Crank Up the Heat On BaaS Banking. What Does This Mean for Third-Party Risk Management?

Regulators Crank Up the Heat On BaaS Banking. What Does This Mean for Third-Party Risk Management?

BaaS banks have come under increased regulatory scrutiny. How can your institution capitalize on banking-as-a-service while remaining compliant?

May 7, 2024 5 min read
TPRM 101: What is a Critical Vendor?

TPRM 101: What is a Critical Vendor?

How does a financial institution identify critical vendors? How do you manage the risks of these third-party relationships? Read on to find out.

Apr 25, 2024 6 min read
TPRM 101: What is Ongoing Vendor Monitoring for Financial Institutions?

TPRM 101: What is Ongoing Vendor Monitoring for Financial Institutions?

Ongoing vendor monitoring protects your institution from third-party risk and is also a regulatory requirement. Learn more about monitoring vendor risk.

Apr 16, 2024 8 min read
Request for Proposal (RFP) FAQ: Best Practices for Financial Institutions

Request for Proposal (RFP) FAQ: Best Practices for Financial Institutions

What does a good request for proposal (RFP) look like for banks, credit unions, and other financial companies? This FAQ brings you all the answers.

Mar 26, 2024 4 min read
TPRM: Which Vendors Deliver Return on Investment (ROI)

TPRM: Which Vendors Deliver Return on Investment (ROI)

Tips for measuring return on investment (ROI) on vendor relationships at banks, credit unions, mortgage companies and other financial firms.

Feb 28, 2024 4 min read
Q&A: The Future of Artificial Intelligence and Contract Management

Q&A: The Future of Artificial Intelligence and Contract Management

Advances in artificial intelligence have big implications for banking, including contract management. What does it mean for software to be powered by AI?

Jan 30, 2024 5 min read
Managing Fourth-Party Risk: What You Need to Know

Managing Fourth-Party Risk: What You Need to Know

What is fourth-party vendor risk and how do you protect your bank, credit union or other financial institution from it? Build a strong vendor management pr…

Jan 22, 2024 2 min read
TPRM 101: What Is Contract Management for Financial Institutions?

TPRM 101: What Is Contract Management for Financial Institutions?

What is vendor contract management? Discover how to protect your financial institution from third-party risk and ensure performance standards with contract…

Jan 18, 2024 8 min read
Morgan Stanley's $100+ Million Vendor Management Mistake

Morgan Stanley's $100+ Million Vendor Management Mistake

Take a look at how deficient vendor management has come back to haunt Morgan Stanley to the tune of a $60 million fine from the OCC.

Oct 22, 2023 4 min read
Creating a Vendor Board Package

Creating a Vendor Board Package

Tips for creating the best vendor board package for your financial institution’s board of directors.

Aug 23, 2023 4 min read
Third-Party Risk Management 101: Is It Easier to Have Less or More Vendor Types?

Third-Party Risk Management 101: Is It Easier to Have Less or More Vendor Types?

The surprising reason why more third-party vendor types actually creates less work for your financial institution – and what it means for risk management

Jul 18, 2023 3 min read
What is a Third-Party Vendor?

What is a Third-Party Vendor?

What is a third-party vendor? How do you manage risk for third and fourth-party vendors? Here’s what your financial institution needs to know to comply.

Jul 17, 2023 4 min read
Service-Level Agreements (SLAs) for Bank Vendor Management

Service-Level Agreements (SLAs) for Bank Vendor Management

Do your vendor contracts contain service-level agreements (SLAs)? SLAs guarantee performance and protect your financial institution from risk.

Jul 12, 2023 5 min read
Vendor Due Diligence for Banks

Vendor Due Diligence for Banks

Does your bank manage vendor risk? Don’t leave your institution and customers exposed. Choose the industry’s best vendor management solution.

Jul 6, 2023 12 min read
ESG and Vendor Risk Management: What You Need to Know

ESG and Vendor Risk Management: What You Need to Know

Insights on the evolving role of ESG vendor risk management, including regulatory requirements for banks, credit unions, and other financial institutions

Jun 20, 2023 2 min read
What is a Third Party?

What is a Third Party?

What is a third party? How does a 3rd party help organizations succeed? What are the potential downsides of working with a third party?

Jun 15, 2023 7 min read
Third-Party Service Providers and Vendor Management: What Banks Need to Know About New Guidance

Third-Party Service Providers and Vendor Management: What Banks Need to Know About New Guidance

New third-party service provider (TPSP) vendor management guidance for banks from the OCC, FDIC and Fed

Jun 9, 2023 5 min read
Expert Q&A: How to Assess Vendor’s Data Recovery Capabilities

Expert Q&A: How to Assess Vendor’s Data Recovery Capabilities

Data recovery advice for financial institutions outsourcing to third parties and how to manage these vendors

Apr 25, 2023 4 min read
Outsource Marketing Activities? Make Sure You Have a Vendor Management Program

Outsource Marketing Activities? Make Sure You Have a Vendor Management Program

Marketing departments at financial institutions need to think about risk, compliance, and vendor management

Feb 9, 2023 11 min read
ERM vs. Vendor Management: What’s the Difference?

ERM vs. Vendor Management: What’s the Difference?

Enterprise risk management (ERM) and vendor management are not interchangeable. Banks, credit unions, mortgage companies and fintechs need both.

Sep 20, 2022 4 min read
4 areas of focus for evaluating cloud-based vendors

4 areas of focus for evaluating cloud-based vendors

When evaluating cloud-based vendors, financial institutions should adhere to their existing vendor management cyber guidance.

Jun 16, 2022 2 min read
4 Reasons to Add Cyber Monitoring to Your Vendor Management Program

4 Reasons to Add Cyber Monitoring to Your Vendor Management Program

The insights cyber monitoring provides can help you learn more about your vendor’s cyber risk by giving you answers to questions

Apr 5, 2022 2 min read
8 Vendor Management Practices Examiners Are Looking For

8 Vendor Management Practices Examiners Are Looking For

Third-party vendors play a critical role in compliance. Therefore, examiners are looking for 8 vendor management practices.

Mar 30, 2022 2 min read
How Many Vendors Should Your Financial Institution Have?

How Many Vendors Should Your Financial Institution Have?

The number of bank, credit union, and mortgage broker third-party vendors isn’t nearly as important as identifying them all.

Nov 16, 2021 2 min read
What Is a SOC Report and How Can I Use it for Vendor Management?

What Is a SOC Report and How Can I Use it for Vendor Management?

Financial institutions can use SOC reports as the first step in third-party due diligence, but true vendor management demands a deeper look.

Oct 19, 2021 2 min read
Regulatory Insight: Artificial Intelligence & Third-Party Risk

Regulatory Insight: Artificial Intelligence & Third-Party Risk

Highlights from a comment letter to federal banking agencies (CFPB, FDIC, Federal Reserve, NCUA, and OCC).

Aug 12, 2021 4 min read
The Future of Vendor Management: What the Proposed Federal Third-Party Guidance Means for Your Bank

The Future of Vendor Management: What the Proposed Federal Third-Party Guidance Means for Your Bank

Risk Management aims for a unified approach to vendor management, integrating oversight and accountability.

Jul 22, 2021 3 min read
How Third-Party Oversight and Complaint Management Could Have Prevented an $11.5 Million UDAAP Enforcement Action—and What It Means for Your Vendor Management

How Third-Party Oversight and Complaint Management Could Have Prevented an $11.5 Million UDAAP Enforcement Action—and What It Means for Your Vendor Management

Poor vendor oversight, complaint management, and risk controls hurt consumers.

Jul 20, 2021 4 min read
3 Ways to Identify Critical Vendors for your Financial Institution

3 Ways to Identify Critical Vendors for your Financial Institution

Are you making this critical vendor management policy mistake? It may be time to review your policies.

Jun 8, 2021 2 min read