Third Party Risk Management Case Study: Capital Bank
Learn how Capitol Bank leveraged VendorInsight to automate Vendor Management and meet compliance goals.
Capitol Bank, a $350 million community bank in Madison, Wisconsin,...
Third Party Risk Management Case Study: United Bankshares
Learn how United Bankshares, Inc. used VendorInsight to scale and support rapid growth. United Bankshares supported rapid growth and acquisitions with automation and managed...
Relocation
This is particularly the case for affluent residents of high-tax states, who were significantly impacted by the 2017 Tax Cuts and Jobs Act’s (TCJA) effective repeal...
The Wealth Planning Trifecta
We find ourselves in a unique environment for wealth planning. The confluence of record low interest rates, high exemption amounts and an uncertain future for tax policy...
Digitize Company Spend
Of businesses with fewer than 1,000 employees surveyed in 2021, the revenue impact of COVID-19 was:
67% experienced a noticeable to significant drop in revenue
8% saw...
Top 10 Reasons Financial Firms Equip At-Home Workers with Compliant Communications
MultiLine enables financial advisors, wealth managers, investment bankers, brokers, traders, and other frontline employees to call and text with customers on a recorded...