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The Hidden Cost of Saying No to Complex Commercial Clients

The Hidden Cost of Saying No to Complex Commercial Clients

Commercial bankers regularly face a familiar situation: a client, like a property manager, law firm, Qualified Intermediary, or municipality needs help managing escrow accounts, subaccount tracking, interest allocation, and compliance reporting. The banker listens, quickly does the math, and usually says, “We can try, but it won’t be easy.” 

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Closing the Connectivity Gap

Closing the Connectivity Gap

A Need for Consumer Education and Engagement – The average consumer has 5+ financial accounts spread across a variety of banks, credit unions, loan providers, credit cards, etc. As a result, they may struggle to effectively track and manage their finances. Consumers are looking for a way to bring all of this messy money management together.

January 2025 Officer Promotions

Reflecting on 2024

Reflecting on 2024, we’re grateful for the incredible accomplishments and the strong partnerships we’ve built.

COCC Elects Two New Board Members

COCC Elects Two New Board Members

During the 2024 COCC Annual Shareholders’ Meeting in October, COCC proudly announced the election of Sean Gammon, President & CEO of 802 Credit Union, and Dana Neshe, Chair, President & CEO of Middlesex Savings Bank, to its Board of Directors.

2024 CEO & Senior Officer Tech Symposium

2024 CEO & Senior Officer Tech Symposium

This year’s symposium focused on the underlying impacts that community banks and credit unions will face, but more importantly, on how these changes can elevate service standards, enhance customer engagement, and help navigate new regulatory landscapes.