by Brandy Nielson | Aug 4, 2023 | Peak Wins
Customer data and account set up is one of the most critical and important things in the banking industry. Collecting appropriate data and documenting relationships appropriately is what drives customer service and ongoing cross-sell efforts. Many banks today find...
by Christy Mollhoff | Jan 17, 2017 | In the Press, Peak Points
Keys for Implementing Change Management in Core Operations by Cole Anderson Identify a Change Management Champion (CMC) to be accountable and champion the process as a whole. The CMC’s job is to ensure the Change Management process maintains the momentum necessary to...
by Christy Mollhoff | Jan 10, 2017 | In the Press, Peak Points
End of Year 1099-MISC Reporting changes IRS Publication 1220 states a change for the 2016 tax year when reporting nonemployee compensation payments in Box 7 of the 1099-MISC tax form. If your Financial Institution has 1099-MISC forms with Box 7 information, they...
by Brent Reynolds | Jul 26, 2016 | Peak Points
In Part 1 of 2 in this learning session we will be discussing PMI processing on Fiserv Premier®. Most of the processes can be automated but there are a few things to consider: LTV Calculations vary LTV Calculations can be based off Current Balance, Original...
by Christy Mollhoff | Jul 6, 2016 | Peak Points
How secure are your Financial Institution’s internal passwords? Auditors have recently been taking a closer look at the password requirements for employees at Financial Institutions that access customer accounts. Strong passwords require a minimum length. ...
