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  • Artisan Unfiltered: True or False - Core Vendor Technology Belongs in Your Bank’s Strategic Plan
    2024/05/11

    TRUE. And absolutely essential.

    “After personnel, your bank’s biggest cost is likely your core vendor contract. If it’s not working in service of your overall strategic plan, then it’s just not working.”

    - Jim Adkins, Managing Partner, Artisan Advisors

    In the latest episode of Artisan Unfiltered, “Core Vendor Technology and Your Strategic Plan,” our team of experts – Steve Heckard, Matt Bergman, Jim Adkins and Jeff Voss – dive deep into the complexities of negotiating the core processing vendor agreement that will drive your strategic plan.

    You’ll get great advice on:

    · Hidden landmines that may be lurking in your contracts

    · What to look for in a vendor to know if it’s right for your bank

    · What you should be doing right now to ensure a smooth renewal or conversion process Listen here and contact Steve or Matt to get a pulse on whether your current contract is setting your bank up for success.

    You’ll also learn more about whether a Virtual RFP is right for your bank.

    For smaller institutions, Artisan Advisors offers its vRFP – a comprehensive contract review process which is implemented virtually to minimize engagement fees and provides project management, industry knowledge and overall assistance with a competitive vendor review. We perform significant due diligence in reviewing existing contracts, invoices, bank strategies and objectives, and how the bank utilizes the services being received. We also use the vRFP to define bank requirements and collect vendor due diligence. Artisan manages the entire process, provides financial analysis of proposals, and negotiates contract terms, resulting in a contract that works for the bank and helps them achieve their strategic goals.

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    53 分
  • Artisan Unfiltered: Cyber Security Risk and How to Manage It
    2024/05/01

    Get a reality check about the risk and liability associated with data security and listen now to the Artisan Unfiltered podcast, Cyber Security Risk and How to Manage It. Panelist and data security expert Chad Holstead notes that for banks of any size, “the hard part is management's ability to rally and champion a security culture.” What’s your bank’s security culture? Listen now.

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    1 時間 3 分
  • Artisan Unfiltered: Making Sense of CECL
    2023/10/06

    The latest episode of our Artisan Unfiltered podcast series, “Making Sense of CECL,” is now available for download. It focuses on the important and timely topic Current Expected Credit Losses, or CECL. A credit loss accounting standard that was issued by Financial Accounting Standard Board in 2016 that replaced the Allowance for Loan and Lease Losses accounting standard, CECL has been a long time coming and it’s finally here. What does it mean for you? We put together a great panel of experts to help you make sense of CECL.

    Kyle Manny is a partner in the financial services sector at Plant Moran in Chicago, and specializes in proactively addressing risk to protect and build shareholder value and minimize the risk of regulatory criticism. He supervises assurance, tax, and risk management engagements and provides holistic services to his clients that include community banks, specialty finance lenders, as small as 100 million in assets, and large regional and national brands.

    Peter Fotopoulos, Managing Director at Artisan Advisors has served as an executive level management consultant with Artisan Advisors since 2011. His areas of expertise in client service include strategic planning, financial management, operational analysis, profit improvement, asset liability, ACL methodology and implementation, and regulatory response management.

    Jeff Voss is a founder and a Managing Partner of Artisan Advisors. Since 2009, Jeff has advised and assisted C-suite level officers and their boards of directors on a variety of management, financial, operational and regulatory matters, with an emphasis on strategic planning, financial forecasting, risk management practices and capital planning.

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    47 分
  • Artisan Unfiltered: Core Financial Technology 101
    2023/09/12

    “Core Financial Technology 101” features an interview with Stephen Heckard and Matt Bergman – the two newest additions to the Artisan team. Steve and Matt are leading Artisan’s newest practice, Core Financial Technology Consulting, which focuses on generating more favorable contract outcomes from a highly competitive core vendor assessment process. They are are both deeply knowledgeable technology solution professionals with decades of experience in selling and evaluating core processing service programs for banks, credit unions and non-bank financial institutions. Moderated by Artisan’s co-founders, Jim Adkins and Jeff Voss, “Core Financial Technology 101” explores the state of the core vendor industry and how it’s impacting financial institutions’ readiness for the challenges of an increasingly complex technology-driven future.

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    45 分
  • Artisan Unfiltered #9: Artisan Unfiltered: Making your Marketing Work Harder with Data-driven Insights
    2023/07/25

    We invited Michael Fisher, president and CEO of Allant Group, a data-driven journey orchestration solution provider, to sit down with Cynthia Rohde, our Managing Director of Strategic Marketing, to discuss a hot topic: how data is the way forward for banks to ensure customers are engaged in ways they expect with audience-specific marketing. Banks, credit unions and non-bank financial institutions are facing a more diverse and demanding customer base than ever before. These two experts share their opinions and insights on how to market to your customers more effectively and achieve better, more measurable results, using the power of data analytics.

    Mike's work has focused on corporate transformation and revenue growth. A pioneer in relationship marketing, Mike leads an Allant Group whose mission is to help its clients leverage data, analytics, improve customer experiences, and integrate marketing and technology.

    Cynthia is an award winning public relations veteran with a career long focus on branding and communication. At Artisan, Cynthia helps companies define their brand and develop an integrated marketing program that supports the company's strategic plan. She knows how to effectively message what needs to be communicated by cutting through the noise of the marketplace.

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    44 分
  • Artisan Unfiltered #8: Banking News and the Future of Regulation - Featuring IBA CEO Randy Hultgren
    2023/04/08

    “Better legislation, not more legislation.” Just one of the points Artisan Advisors’ Jim Adkins and Dave Larson raised when they sat down with IBA President and former US Congressman Randy Hultgren, to discuss the recent bank seizures, the repercussions for the banking industry and where we go from here.

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    46 分
  • Artisan Unfiltered #7: Interest Rates and the Economy – What’s in Store for 2023 according to Artisan’s Expert Panel
    2022/12/18

    Interest Rates and the Economy – What’s in Store for 2023 according to Artisan’s Expert Panel

    Watch liquidity. Actively manage risk. Embrace patience, discipline and simplicity.

    Words of wisdom from special guest and noted banking and investment expert and educator, Ed Krei, and Artisan Advisors’ Jim Adkins, Jeff Voss and Dave Larson in our latest edition of Artisan Unfiltered. Listen now to hear their unique and insightful POVs on the Fed’s latest interest rate increase and what it means for banks going into the new year.

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    47 分
  • Artisan Unfiltered #6: How will the recent cryptocurrency crisis affect its future in banking?
    2022/11/19

    An unfiltered discussion about the recent cryptocurrency crisis and the future of crypto in community banking. Featuring Jim Adkins, Tommy Fitzgibbon, and special guests from local community banks.

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    48 分