April contains two important financial holidays: Tax Day and Financial Literacy Month. While Tax Day is widely recognized, we would argue that Financial Literacy Month is just as significant. 

The commercial lending sector is transforming rapidly, driven by technological innovation, changing borrower expectations, and a growing emphasis on inclusivity. To stay competitive, today’s lenders must go beyond traditional offerings by adopting innovative solutions and addressing the unique needs of diverse borrower demographics.

While year’s end brings holiday festivities, it’s also a time to reflect on the business, professional, and personal goals you set at the start. What did you aim to accomplish this year but didn’t? What are you committed to achieving or improving in 2025?

In the fast-evolving fintech sector, growth comes with opportunities and challenges. Fintech companies must scale quickly while navigating complex demands such as regulatory compliance, customer engagement, and technology integration.

The rapid advancements in generative AI and large language models (LLMs) are reshaping the landscape of content creation and localization across industries—and financial services is no exception. Financial institutions, long reliant on high-quality, timely content to communicate complex information and market perspectives, are now exploring how to harness these technologies effectively.

Five thousand and six hundred attendees. A who’s who of the financial services world. Executives from some of the most powerful and recognizable brands in the US (and abroad). Participants who’ve flown thousands of miles, flocking to San Diego for education, inspiration, and some networking sprinkled in.

The CFPB's proposed changes to Regulation X raise concerns for housing industry and consumer advocacy groups, especially regarding language access for borrowers with limited English proficiency (LEP) and a fee ban for distressed borrowers. Key issues include unclear language mandates, the challenge of tracking language preferences, and the opposition to certain fee restrictions.

Hispanic Heritage Month, celebrated from September 15 to October 15 each year in the United States, is a time to honor and recognize the rich cultural contributions of Hispanic and Latin Americans. But it's not just a month of festivities; it's an opportunity for institutions like banks to deepen their connection with the Hispanic community and become allies in their financial journeys.

Hispanic Heritage Month is almost here, and from September 15 to October 15, it is once again time to honor the rich and diverse contributions Hispanic and Latin Americans have woven into the fabric of the United States.

The journey to homeownership is a significant milestone often fraught with complexities. For many, the process is challenging enough; but for non-English speakers, these challenges multiply. 

You see your peers implement and execute their language access plans, but when it comes to crafting one, your organization may have no idea where to start. So, let’s start at the beginning—with data.