Hello Hannah, Great tip! We typically do quarterly board reports to senior management, and I have found that leading with an executive summary, keeping slides as minimal as possible to keep folks engaged, and letting the data tell the story ... More
Board Reports Shouldn't Be a Mystery Novel-Lead with the Executive Summary Here's a scenario we've all lived: You've spent hours compiling vendor data, creating charts, and building the perfect board report. You present 30 slides of detailed metrics. ... More
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 if they ... More
Good Afternoon, Curious how other community banks are tracking marketing and outreach from a Fair Lending/CRA perspective. Ideally, we'd love for our marketing team to have analytics and reportable metrics to provide to us regarding what census tracts ... More
This message was posted by a user wishing to remain anonymous Please is anyone willing to share the Key Risk Indicators (KRIs) they use-particularly those reported to leadership-to evaluate the effectiveness of their Third Party Risk Management (TPRM) ... More