WealthAnalyzer

Wealth Clients Were Late To The CD Party And Will Likely Leave Early

Banks should adopt the high-touch, personalized engagement of wealth advisors by proactively reaching out to clients prior to maturity.

READ TIME: 1 MIN

February 20, 2024

Curinos Perspectives // Insights

Curinos Perspective: FIs Have Two Options Under CFPB’s Overdraft Proposal

The Consumer Financial Protection Board continues its crusade against overdraft, the rationale being that “very large banks” (those over $10 billion in assets) are abusing their customers. This view ignores the CFPB’s own data, which suggests that smaller institutions have a higher pro-rata rate of overdraft.

READ TIME: 6 MINS

February 15, 2024

Curinos Perspectives // Insights

Curinos Perspective: 7 Takeaways – Digital Origination And Onboarding

From “How Optimized Checking Account Origination Can Create Relationship Primacy,” a Curinos webinar presented February 7, 2024, featuring Suraya Randawa, head of omnichannel experience, and Andrew Hovet, managing director.

READ TIME: 5 MINS

February 12, 2024

Curinos Review // Insights

Curinos Review Winter 2024

Welcome to the Winter 2024 issue of the Curinos Review. The Year of Deposits. That’s how Curinos views 2024 – how to get them and how to keep them at a cost that preserves net interest margin and profitability.

READ TIME: 3 MINS

January 10, 2024

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