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Posts Tagged ‘Financial Institutions’

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Revamping Data Integration for CRA Compliance: A Necessity in the New Normal

The Community Reinvestment Act (CRA) is a federal law in the US that promotes the interest of financial service firms to serve their communities’ credit needs, including low- and moderate-income neighborhoods. Federal banking agencies use the bank’s contribution metrics as a parameter when they apply for mergers, acquisitions, and new branch openings. CRA remains essential […]

The Robo-Advisor Climate

The benefits of robo-advisors are clear: trustworthy and affordable financial advice for everyone, regardless of net worth. Although some may debate what role robo-advising will play in wealth management, we’ve reached a point where it’s hard to imagine a world without it. Ever since the evolution of the internet and the widespread adoption of digital […]