Practice and client management

After years of lagging other industries, financial services marketers are finally ramping up their digital investments. But this new spending must be aligned with smart strategies and urgency.

Servicers struggled to bring back their borrowers as the overall retention rate crept down to a nadir in the fourth quarter, according to Black Knight.

New brands are emerging to improve banking services to targeted consumer segments, and Daylight is one intent on winning over the LGBTQ market. What are mainstream banks getting wrong that leaves an opening for niche brands like Daylight?

As the pandemic continues to weigh on us all, BlueVine shares how it is putting employees first.

Virtual events will continue to replace the large in-person gatherings for the foreseeable future, lenders in the Best Companies to Work for list say.

Reimagining LGBTQ+ efforts at UBS for improving diversity in their recruitment process

HUD also said that it will extend mortgage insurance to homeowners whose properties have been destroyed.

The Madison, Wis.-based credit union will donate $1.5 million to a pair of United Way chapters in the region which will help distribute the funds to organizations serving communities of color.

Acquiring AmeriHome would provide the fee revenue the Phoenix company seeks to compensate for low interest rates and tepid commercial loan demand. The deal also would allow it to reinvest billions of dollars of excess liquidity.

The operating environment is dramatically different than it was pre-pandemic and presents all-new challenges for financial institutions. Tried-and-true strategies that led to high performance for many years are no longer going to be successful. Join Bonnie McGeer, Executive Editor of American Banker, and Claude Hanley, Partner at Capital Performance Group, as they highlight important trends and comb through data from top-performing banks across the country for insights that will help regional and community financial institutions thrive in 2021. Executives will learn what metrics will be most critical to focus on to maintain high performance going forward.

The Arizona company will pay $1 billion for the parent of AmeriHome Mortgage, which manages a $99 billion mortgage servicing portfolio.

Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.

Home loans accounted for the bulk of the industry’s lending gains in 2020, but inventory shortages in some markets and an uneven economic recovery may dim prospects this year.

First Foundation is relocating its corporate headquarters to Dallas, where the tax burden is lighter and it sees more opportunity to beef up lending, add wealth management clients and pursue acquisitions of community banks.

The California company acquired Civic Financial Services, which makes loans to residential real estate investors.

The mortgage lender will promote its brand, products and services through MLB-related television or radio ads, in addition to digital outlets.

Amerant Mortgage includes several former bankers from City National Bank of Florida in Miami.

Amaryllis Fox, former CIA Clandestine Service Officer, offers powership insights into leadership lessons gained from serving in conflicts across the globe. Using experiences from her overseas operations she will provide an inside look at the CIA’s practice of “red-teaming,” and how this practice can help negotiations and resolve conflicts, build empathy, and empower teams to work together.

The bank agreed to acquire A Mortgage Boutique, which operates in six states.

The multifamily lender named Michael Levine as board chairman, succeeding Dominick Ciampa, who held the role for 10 years. The move comes less than a week after longtime CEO Joseph Ficalora abruptly retired and was replaced by Thomas Cangemi.