#315 – Unfiltered Feedback – Getting the Information You Need (The Hartsema Group)

#315 – Unfiltered Feedback – Getting the Information You Need (The Hartsema Group)

In today’s episode of the Treasury Update Podcast, Doug Hartsema from The Hartsema Group discusses the importance of unfiltered feedback for banks and payment firms. He explains how transforming customers into advisors can have a significant impact and highlights the critical differences between customer and advisor voices. He also reads through examples of key customer quotes and discusses their meanings.

#312 – Learning from Financial Fraud Series Episode 12: Payment Flows – Understanding the Risk

#312 – Learning from Financial Fraud Series Episode 12: Payment Flows – Understanding the Risk

Welcome to another episode of our Learning from Financial Fraud Series. In this twelfth episode, we’ll explore what can be learned from a recent payment flows assessment that led to discovering a fraudulent loss in another area. Craig Jeffery walks us through the attack method, the loss, and the key takeaways. Listen in to learn more.