Are You Prepared for the Future of Crypto?

In this video, Meredith Rousseau, SVP at SolomonEdwards, breaks down what financial leaders should be thinking about—from aligning crypto with strategy and risk appetite, to shoring up KYC/KYB controls, fraud monitoring, and vendor due diligence.

Fill out the form to watch the full discussion and gain practical insights to help your bank move forward with confidence.

The Domino Effect: How Poor Customer Setup Derails AR Operations

Discover how gaps in customer account setup can lead to credit risk, billing errors, and cash application challenges. In this live session, experts Caroline Perez and George Kelly revealed the hidden AR issues that slow collections and create operational drag—and shared actionable strategies to close those gaps for faster remediation.

Is Your Bank Crypto-Ready?

With the lifting of crypto restrictions for banks, it's now up to the financial institutions to self-govern and manage risk. Download the recap for the session hosted by Jon Glass where he covered the shift in regulatory oversight, the key components of a robust crypto governance model, how to integrate compliance frameworks into digital asset operations, and how to prepare for the future of crypto in banking.

Deposit Account Opening & Customer Retention

This live podcast recording focused on enhancing banking customer experience through streamlined account opening and retention strategies. Based on the latest insights, we explored how financial institutions can improve customer satisfaction and drive long-term loyalty by simplifying account onboarding, leveraging digital tools, and addressing common pain points in the banking journey.