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  • Nicole, The merger, rebrand, acquisition depends on how and who owns the controls for the due diligence. Rebranding is generally a simple name change, nothing in the underlying control framework changes. Therefore, updates to your database ...

  • Nicole, you will need to take your lead from your vendor on which due diligence to use and when it is available for mergers, acquisitions (M/A), and rebrands. Those are determined by the time of year the event occurred and whether the products ...

  • Posted in: Contract Management

    Your Contract Isn't a Crockpot, Don't Set It and Forget It Let's talk about the phase most of us skip: ongoing contract management . We negotiate. We sign. We file it away. And then… we never look at it again until something goes wrong ...

  • Posted in: Reporting

    Hi Carly, While I'm not a community bank I can tell you how we see our clients working to create bridges with their marketing teams using our Nlending systems! If your marketing team has address information regarding their marketing (like ...

  • I'm interested in hearing how others account for third-party relationships that have rebranded, merged, or been acquired? Specifically, when a third-party changes name or ownership: From which entity do you obtain due diligence (legacy ...

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