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Budgets are Like Battle Plans

Posted by Jerry Boebel

Wed, May 29, 2019 @ 10:30 AM

Improvise, Adapt, and Overcome

“No plan survives contact with the enemy.” This military axiom has been credited to famous generals from Napoleon Bonaparte to the more contemporary hero, Colin Powell. Your CFO was probably heard muttering similar sentiments right around the end of the first fiscal quarter after none of the expected Federal Reserve rate increases materialized.

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Topics: banking, Budgeting, revenue, memorial day

Financial Fitness: Helping Consumers Achieve Their Goals

Posted by Hannah Day

Wed, Sep 26, 2018 @ 11:00 AM

With consumer debt at an all-time high, many people are looking for easy ways to keep track of their finances. Financial institutions (FIs) have an amazing opportunity to cultivate customer relationships by helping customers aggregate their financial data into one personal financial management (PFM) solution so they have a full view of their finances.

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Topics: Financial Services Industry, Credit Unions, banks, debt, Millenials, Budgeting, financial fitness, money management

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