Freeway Insurance was established in 1987 in Orange County, California, and has since become one of the nation’s largest privately owned insurance distributors. The company is headquartered in Huntington Beach, California, and offers a broad selection of insurance options such as auto, home, renters, health, life, motorcycle, and watercraft coverage. Freeway is widely recognized for […] The post Freeway Insurance Franchise FDD, Profits & Costs (2025) appeared first on SHARPSHEETS.| SHARPSHEETS
Poor onboarding leaves capability gaps Graduate onboarding builds awareness, but rarely confidence Pooronboarding leaves capability gaps Graduate onboarding builds awareness, but rarely confidence Every September, thousands of new graduates join banks and financial institutions around the world. While induction programs give them an introduction to company The post Poor onboarding leaves capability gaps appeared first on Intuition.| Intuition
The UK’s Financial Conduct Authority (FCA) imposed a record-breaking £176 million in fines during 2024, a 230% increase from 2023, and the US Securities and Exchange Commission (SEC) last year hit more than two dozen firms with a combined $392.75 million in fines over failures to maintain and preserve electronic communications. Such developments highlight how […]| UC Today
Imaan Wright explains our new Fairer Finances research on on the interaction between our ethnicity, money and mental health.| Money and Mental Health Policy Institute
Lloyds Banking Group will use performance management measures to put around 5% of its staff at risk of dismissal, according to reports. The post Lloyds Banking Group to target underperformers for job cuts appeared first on Personnel Today.| Personnel Today
Dallas Innovates, Every Day: Here's what's new + next in North Texas. Scotiabank is making Dallas its new U.S. base of operations. Texas Governor Greg Abbott today confirmed that the multinational bank, one of North America’s largest, will establish a regional hub in the city. The Toronto-based banking giant is expected to bring more than 1,020 new jobs with average wages above $135,000 and over $60 million in capital investment.… The post Scotiabank Picks Dallas for U.S. Expansion With $...| Dallas Innovates
President Donald Trump’s attempt to fire a member of the Federal Reserve’s governing board has raised alarms among economists and legal experts.| AP News
Working on your farm management skills is like exercising… it pays big benefits, but it’s easy to push it off for another day. Only one-third of producers| Manitoba Co-operator
Learn how mobile app developers should secure digital identity wallets, prevent API abuse, and establish compliance through robust security testing.| www.guardsquare.com
Daimler Truck Financial Services (DTFS) baut seine internationale Präsenz weiter aus und startet nun auch in Polen. Das Unternehmen bietet dort ab sofort Leasing-, Finanzierungs- und Versicherungslösungen für Lkw und Busse von Daimler Truck an. Später im Jahr folgen Tschechien und die Slowakei. Bis Ende 2025 will DTFS in insgesamt 21 Märkten weltweit aktiv sein. „Mit unserem Start in Polen stärken wir unsere Präsenz in einem der zentralen Wachstumsmärkte Europas“, erklärt Stephan...| Mercedes-Benz Passion Blog mit smart, Maybach, AMG & EQ MBpassion
WEST WARWICK – Centreville Bank has appointed Jim Peluso as its new chief information officer. Peluso will oversee the bank’s information technology and information security departments. “Centreville Bank is proud to have Jim join our growing team as our new chief information officer, marking an important step forward in our technology strategy,” said Jill DeShiro, […]| Providence Business News
An Intellyx Brain Candy Brief Many roles in financial services companies involve labor intensive business processes. Agentic AI promises to improve productivity by automating such processes entirely or partly. Unique’s agentic AI automates financial services business processes and workflows for wealth management business processes and other financial services lines of business. For example, Unique’s AI […]| Intellyx – The Digital Transformation Experts – Analysts
At Simplus, we know that the best connections are often forged in moments of genuine, relaxed conversation—especially after a full day of inspiration and innovation at Dreamforce. That’s why this year, we’re hosting not one, not two, but three curated happy hours, each designed for a unique industry community. Join us in the warm ambiance […] The post Three unforgettable industry-tailored Dreamforce happy hours with Simplus appeared first on Simplus.| Simplus
The post The state of personal finance and how Agentic AI can alleviate concerns appeared first on Simplus.| Simplus
When Chinyere, a petty trader in Lagos, tried to transfer N5,000 to her supplier using her bank’s USSD code, she| Nairametrics
In this episode with Renee Niemi, Praneil Ladwa shares insights on customer-centric product leadership and Innovation in financial services. The post CPO Rising Series: Questrade Financial Group Journey Leader on Customer-Centric Product Leadership and Innovation in Financial Services appeared first on Products That Count.| Products That Count
Discover 7 common financial pitfalls community associations face—from delayed reporting to compliance risks—and how Enumerate Financial Services helps fix them with modern, HOA-specific solutions.| Enumerate
WARWICK – Twenty-two local business industry leaders were formally recognized Thursday evening for their leadership efforts across multiple sectors in Providence Business News’ 2025 Leaders & Achievers Awards program. The individuals were among the 225 attendees at Thursday’s ceremony at Aldrich Mansion. The 22 business professionals were chosen for this year’s program – now in […]| Providence Business News
Rent and house buying rewards turns points into everyday currency 2025 has been a boom year for earning loyalty points from every day expenditure. This burgeoning concept entered the reward stratosphere with the news that Virgin Rewards was to enable rewards for buying a house. The post Points for property turns loyalty mainstream appeared first on Loyalty Magazine.| Loyalty Magazine
PROVIDENCE – The Washington Trust Co. has launched a series of community appreciation events throughout the month in celebration of its 225 years of continuous operation, a milestone that underscores its legacy as the oldest community bank in the United States and the largest state-chartered bank headquartered in Rhode Island. The celebration began on Aug. 11, […]| Providence Business News
CNME Editor Mark Forker secured an exclusive interview with Luis Rodrigues, Chief Product Officer and Regional Head of Lab49, in …| TahawulTech.com
The post Scaling Confidence: How One Bank Tested Automation Without Risking Production appeared first on Itential.| Itential
Financial services institutions (FSIs) face growing pressure to compete locally. Yet many still rely on outdated, manual marketing processes. Managing hundreds or thousands of branches through spreadsheets, disconnected tools, and siloed teams often results in inconsistent data, limited local discoverability, and missed business opportunities. Local ranking performance plays a crucial role in how consumers discover… Continue Reading Working Smarter in Finance: How Search Agents Power Local ...| SOCi
WESTERLY – Westerly Community Credit Union has committed $100,000 to support the Tower Street Community Center project, a developing nonprofit space focused on health, wellness and economic opportunity for communities in southern Rhode Island and eastern Connecticut. The grant will help the Tower Street Community Center board and campaign committee move forward with plans for […]| Providence Business News
"We extensively use our virtual private cloud, and as need be, we can burst into public clouds"| The Stack
Learn how functional AT testing helps ensure real-world accessibility. Discover how it fits into your audit strategy, when to use it, and why it matters.| Level Access
CTO Ron van Kemenade says ING has saved upwards of €100 million in operational expenses in recent years by consolidating on private cloud| The Stack
Discover how CustomGPT.ai unlocks AI benefits for non-tech industries, driving innovation and growth.| CustomGPT
Breaking down barriers the VC runs programmes for under-represented people to gain venture careers The post Driving diversity and inclusion in VC: the impact of the Newton Venture Program appeared first on DiversityQ.| DiversityQ
Asset managers can play a key role in making ethnicity pay gap reporting more widespread say senior financial services leaders| DiversityQ
Six states jointly brought an enforcement action against Wise U.S. for poor anti-money laundering compliance. Let's look at the case.| Radical Compliance
Reading Time: 7minutesFrom real-time fraud detection to predictive threat analytics, AI is helping banks and fintech orgs outsmart cybercriminals and stay compliant. Explore expert insights from Guillermo Benites. The post How AI Is Transforming Cybersecurity in Financial Services appeared first on UDT.| UDT
Teachers Federal Credit Union expands in Florida with a new branch in Naples.| Long Island Business News
Adoption of buy-now-pay-later services is predicted to surge to more than 900 million users around the world by 2027, but| Corporate Compliance Insights
Creatio is redefining the CRM landscape by combining no-code development, unified AI, and agentic automation into a single, user-friendly platform. Designed to empower non-technical users, Creatio enables teams to build, adapt, and automate workflows without writing code—dramatically accelerating innovation and reducing reliance on IT. With AI baked into its core—spanning predictive, generative, and agentic capabilities—Creatio transforms CRM from a static system of record into a dynami...| 3Sixty Insights, Inc.
Are you looking to find out more about SaaS SEO? Read our SaaS SEO guide to find out everything you need to know.| Assisted
By Taylor Mahoney, VP of Solutions Consulting Picture this. The Federal Reserve has just dropped interest rates. So, your marketing team has raced to prepare copy for a timely mortgage product campaign designed for likely first-time home buyers. The messaging is compelling and you’re excited to get it out the door. Fast. Your competitors are... The post Calculating What Your Bank Spends on Marketing Compliance Reviews appeared first on Persado.| Persado
It’s exciting when esteemed tech industry judges recognize your platform as trailblazing and driving real-world business impact. This week, we celebrated a new accolade for the Persado Motivation AI platform. Fintech Futures named Persado one of only three vendors shortlisted among a select group of innovators in the Bank Tech Awards’ highly competitive “Tech of... The post Banking Tech Awards Name Persado a Finalist in Tech of the Future: AI and Data Category appeared first on Persado.| Persado
Before OpenAI’s GPT-3 burst onto the scene a few years ago with the first commercially available large language model (LLM), the modern consumer’s most likely interaction with the category of AI known as natural language processing (NLP) was customer service agents like “Ask Julie.” Amtrak introduced the virtual travel assistant in 2001 as an early... The post AI 101: Natural Language Processing (NLP) appeared first on Persado.| Persado
AI personalization tools for digital marketers 1. Persado 2. MessageGears 3. Klaviyo 4. Marigold 5. Bloomreach| Persado
As the regulatory and technology landscape continues to evolve, broker-dealers, exchanges, and clearinghouses must proactively adjust to these changes to get the most out of evolving investor behaviors.| The Real Economy Blog
Infrastructure projects are often touted as engines of growth, building roads, schools, and power grids that spur economic development, but beneath their grand vision lies a landscape of financial pitfalls that can hobble even the most promising of plans. From budget shortfalls to runaway material costs, these hidden risks can lurk in procurement contracts| Enterprise Risk Magazine
Discover how banks can consolidate marketing efforts and drive sustainable growth with unified social, search, and reputation management.| SOCi
Discover the advantages of employee advocacy in financial services overcoming challenges and enhancing the company's overall brand presence.| Oktopost
Learn why government accessibility matters and explore practical steps agencies can take to meet legal requirements and serve every constituent.| Level Access
In this post, you learn how you can use generative AI services on Amazon Web Services (AWS) to automate your sustainability reporting requirements, reduce manual effort, and improve accuracy. You do this by implementing an automated solution for extracting, processing, and validating data from corporate reports.| AWS Architecture Blog
Senior Research Officer Leia Clifton highlights the harm that lotteries can cause and how banks can support those at risk of gambling harm.| Money and Mental Health Policy Institute
SWIFT MT (Message Type) messages are standardized financial messages used by financial institutions worldwide for secure communication and transaction processing. They follow a structured format, categorized by a three-digit code (e.g., MT103, MT202) that indicates the message type and its purpose within the financial transaction lifecycle. A generation of young wire room staff started their […]| Perficient Blogs
The Central Bank of Nigeria (CBN) has warned Nigerian banks and fintechs to be wary of cybersecurity risks as they move| Nairametrics
AI in Financial Services: Considerations for the Procurement of AI .| WILLIAM FRY
BrainBlog for BMC by Jason Bloomberg The decades-long history of the mainframe has centered on the value the platform can provide for mission-critical data [...]| intellyx.com
NEW YORK, July 17, 2024 – A new report from Level Access, the leading provider of digital accessibility solutions, shows a widening scope The post From Big Box to Boutique: Digital Accessibility Lawsuits Cast a Widening Net appeared first on Level Access.| Level Access
The post 4 Tips For Global Companies Navigating The European Accessibility Act appeared first on Level Access.| Level Access
Digital banking has quickly become customers’ preferred method for managing their finances, with 71% of consumers now favoring digital services, according to the The post Invest in Inclusivity: Building the Accessible Future of Finance appeared first on Level Access.| Level Access
The digitalization of healthcare has ushered in a new era of convenience, bringing medical consultations into our homes through telemedicine, seamlessly storing and The post A Guide to Website Accessibility for Digital Healthcare appeared first on Level Access.| Level Access
Website accessibility can bring your business a host of benefits, beyond legal compliance. A well-executed accessibility strategy can result in enhanced user experience, The post Web Accessibility Consultants: What You Need to Know appeared first on Level Access.| Level Access
Arlington, Virginia, May 21, 2024 – Level Access, the leading provider of digital accessibility solutions, has received four prestigious workplace awards in the The post Level Access Receives Multiple Top Workplace Honors, Validating Investment in Inclusive Culture appeared first on Level Access.| Level Access
Today, on Global Accessibility Awareness Day (GAAD), individuals and organizations around the world are focused on learning about, and improving, digital access for The post Celebrating Global Accessibility Awareness Day 2024: A Call to Action from Our Experts appeared first on Level Access.| Level Access
Mobile payment processing security has evolved for modern applications. Explore strategies and best practices for securing digital wallets and SoftPOS apps.| www.guardsquare.com
In this post, you will learn how Amazon Web Services (AWS) customer, Maya, the Philippines’ leading fintech company and digital bank, built an API management platform to address the growing complexities of managing multiple APIs hosted on Amazon API Gateway.| AWS Architecture Blog
SAP systems are the backbone of enterprise finance—and they’re under attack. As economic pressures rise, so do attempts to exploit financial platforms. From insider threats to ransomware and zero-day vulnerabilities, SAP’s critical role in handling billions of dollars daily makes it a high-value target.| MixMode
Outdated forecasting methods expose CFOs to financial risks. AI-driven forecasting enhances accuracy, mitigates errors, and strengthens strategic decisions.| Galorath
At Media Logic, direct marketing is part of our DNA — and staying ahead of industry trends is key to delivering exceptional results for our clients. That’s why we recently convened for our first Direct Marketing Symposium — a collaborative event designed to inspire, inform, and innovate.| Media Logic
Federal deregulation doesn't mean compliance professionals can relax. CCI contributing writer Carrie Pallardy investigates the implications of a weakened Consumer| Corporate Compliance Insights
Cooperation with sister carrier and credit card incentives The continued evolution of Alaska Airlines Mileage Plan continues, with another set of benefits for elite flyers and credit card holders and further cooperation with sister carrier Hawaiian Airlines. In October 2024, Alaska announced Mileage Plan elites would get . . . We are really sorry to […] The post More milestones for airline program appeared first on Loyalty Magazine.| Loyalty Magazine
Exclusive Sopro research reveals the state of marketing spending in 2025, uncovering industry trends and budget benchmarks by industry in the UK and US.| Sopro
If the EU can harness consumers' savings via its Savings and Investment Union it could help save the EU economy.| Consumer Corner
The Transatlantic Consumer Dialogue (TACD) is deeply concerned about the White House’s illegal dismissal of two serving FTC Commissioners, Alvaro […] The post TACD responds to illegal dismissal of FTC Commissioners appeared first on TACD | Transatlantic Consumer Dialogue.| TACD | Transatlantic Consumer Dialogue
Reactive communications regarding changes in bills drive customers to call your contact center. Learn how to prevent bill confusion using AI.| CSG
Learn how to align strategy and content creation for financial services marketing with Acrolinx in this blog.| Acrolinx
Brand strategy and health insurance marketing pro Christine Smith knew from her first day at Temple University that marketing was her calling.| Bravo Group
On 28 February 2025, the Central Bank of Ireland (Central Bank) outlined its new approach to supervising regulated financial services firms.| WILLIAM FRY
PROVIDENCE – The Rhode Island home price index increased 6.7% year over year in December, according to CoreLogic Inc. Rhode Island’s HPI growth rate in December was higher than the national growth rate of 3.4%, CoreLogic said. Connecticut posted the highest growth rate in the nation at 7.8%. New Jersey had the second-highest growth […]| Providence Business News
The average rate on a 30-year mortgage in the U.S. eased for the third week in a row, a smidgen of relief for prospective home shoppers getting into the market before the busy spring homebuying season starts. The average rate fell to 6.89% from 6.95% last week, mortgage buyer Freddie Mac said Thursday. A year […]| Providence Business News
Regulatory pressure to comply with anti-money laundering laws is growing. Stay ahead of regulatory change by getting to know the AML| Ondato
Here's a look at the top 10 Media Logic articles covering key themes and the most relevant financial marketing topics in 2024.| Media Logic
AI has been used in investment decision-making for decades, with algorithmic trading a major market driver. Now the greatly broadened scope of generative| Ross Dawson
The AI agent economy is taking off. Its next phase will be massively expanded by payments between agents and between agents and humans. As AI agents grow in capabilities, individuals are delegating tasks to single agents that can perform tasks on their behalf such as research, curation, scheduling, travel planning, or email drafting. Companies are […]| Ross Dawson
DORA (Digital Operational Resilience Act) is a European Union regulation designed to enhance the operational resilience of financial institutions.| Cequence Security
City whistleblower: a former compliance officer has won more than £500,000 in compensation after he was fired for his disclosures.| Personnel Today
Two insurance industry giants have stepped back from the California marketplace. They say that wildfire risk and soaring construction costs have prompted them to stop writing new policies. State Farm announced last week it would stop accepting applications for all business and personal lines of property and casualty insurance. Allstate announced in November it would pause new homeowners, condo and commercial insurance policies in the state. California’s unsettled market aligns with trends a...| AP News
One of the key problems in truly understanding a well’s production profile and predicted estimated ultimate recovery (EUR) is that the producing lifecycle of a given well is often impacted by nearby operations, when an operator will need to shut in the well to avoid damage. A well may be shut in due to offset| Enverus | Creating the future of energy together.
WASHINGTON, DC – In remarks before a meeting of The Ripon Society, U.S. Representative French Hill (AR-2), Vice Chairman of the Financial Services Committee ...| The Ripon Society
Without sufficient security, threat actors can compromise your mobile KYC process. Learn how to ensure mobile KYC integrity with code hardening and RASP.| www.guardsquare.com
Three key trends in inventory quality and its far-reaching impacts on capital efficiency and A&D dynamics in North American shale| Enverus | Creating the future of energy together.
A former HSBC employee has lost his claims for race discrimination and unfair dismissal at an employment tribunal.| Personnel Today
Learn how to enhance mobile banking accessibility for the visually impaired by addressing common issues like touch targets and navigation challenges.| blog.usablenet.com
Will traditional payments yield to innovative digital solutions in the travel and hospitality sector?| Media Logic
Key takeaways DORA – The Digital Operational Resilience Act (DORA) is a European Union regulation that came into force on January 16, 2023 and will take| cyber/data/privacy insights
Americans say inflation is the most important financial problem for their family as they continue to give subdued ratings of their personal finances.| Gallup.com
