8: Secure Act 2.0

In this episode Amy speaks with product specialist John Hansen about usury and the development of usury coverage in our solution. 

Amy is joined by Jordan Barnett, Counsel and Product Specialist at TruStage Compliance Solutions, to talk about recent regulatory changes, what is coming down the pike from a compliance standpoint, and how financial institutions and compliance professionals can prepare.

Erin Simpson, EVP and COO at Encore Bank and Tyler Brantley, VP of Revenue and Marketing at Core10 join us to talk about their experience in collaborating to optimize Encore's technology stack to best support growing their business and what financial institutions should think about when considering technology solutions in the future. 

Pem Guerry, Executive Vice President at SIGNiX, returns to talk more about identity fraud - specifically where financial institutions are vulnerable and what they can do to fix it.

Fraudsters today are becoming increasingly savvy when it comes to identify theft and compromising data. In today’s episode, we speak with Pem Guerry, Executive Vice President at SIGNiX, about the risks faced by both financial institutions and consumers and how they can protect themselves.

For years, contract language has been a challenge to decipher for consumers. Some call it ‘legalese’ while others just call it confusing. That led to an exercise in redrafting our contract language to make it easier for consumers to understand.

It's taken ten years to get to the final rule for Section 1071 of the Dodd-frank Wall Street Reform and Consume Protection Act. In this episode, we talk to Steven Vandelier and Bill Franks, both attorneys with Compliance Systems, about what you need to know when it comes to the final rule.

In this episode, we will talk to Ben Norquist of Convergent and Lauren Bray, Product Specialist and Counsel with Compliance Systems about the recently released Secure Act 2.0 and what financial institutions should do in response.

In this episode, we will have a conversation with Steve Bishop, Chief Operating Officer at OMB Bank and Jordan Ennest, Product Specialist & Counsel from Compliance Systems about how financial institutions are leveraging digital banking solutions to meet the changing needs of their client base.

This episode takes a closer look at crypto custodians and how their role is different from the role usually played by financial institutions, along with some considerations for banks and credit unions that may want to offer crypto custodian services.