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January’s mortgage compliance challenge looms

January’s mortgage compliance challenge looms

Community banks make key decisions, get ready for new rules
Settlement tab for big banks passes $85bil.

Settlement tab for big banks passes $85bil.

SNL Report: Tallying up the compliance tab from mortgages
Qualified mortgage rule on horizon, getting closer

Qualified mortgage rule on horizon, getting closer

Get ready for a vendor blitz on QM solutions
Mortgage application fraud risk drops slightly

Mortgage application fraud risk drops slightly

19,700 mortgage apps deemed risky in second quarter 2013, down from 20,900 a year ago
Unified platform key to changing wealth management tech

Unified platform key to changing wealth management tech

Siloed systems impede efficiency, effectiveness; lessons from other industries
Companies compete to serve individuals based on extensive online information

Companies compete to serve individuals based on extensive online information

Personal clouds to serve digital selves
New core account must evolve to maintain relevance

New core account must evolve to maintain relevance

Support needed for new currency types, new payments, mobility
Video collaboration can transform wealth management

Video collaboration can transform wealth management

Attrition reduced by getting right expert to right customer at right time
Personal financial management vis-a-vis wealth management

Personal financial management vis-a-vis wealth management

Banks can first serve as planners, then advisors, to their customers
Market rebound attracts greater mortgage fraud risk

Market rebound attracts greater mortgage fraud risk

ARMs seen having significantly higher risk than fixed-rate mortgages
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