Cre Asset Management

Knowing the difference between a mortgage banker and mortgage broker can help you get the most...

A Mortgage banker works for a single lending institution, while mortgage brokers are intermediaries who work with multiple lenders.

Using Machine Learning To Turbocharge Financial Services Innovation

There is huge potential to bring efficiency and effectiveness to a new level by injecting AI and machine learning into the financial services business. But challenges remain.

Are financial services jobs at risk because of AI?

With adoption of AI on the rise, are human financial services jobs at risk? Research indicates the perceived threat remains relatively low. A Coleman Parkes study revealed that only 35 percent of f…

Does access to financial services improve living standards?

A growing number of policymakers see financial inclusion—greater access to financial services throughout a country’s population—as a way to promote and make economic development work for ...

Loan Officer vs. Mortgage Broker: What's the Difference?

Loan officers and mortgage brokers can both help you get a mortgage, but you need to know the differences between them.

What Does a Mortgage Banker Do?

A mortgage banker originates, funds and can service mortgage loans. Let's break down their services, responsibilities and how to hire one.

What are quant jobs in financial services?

What does it mean to work in quantitative finance? How do you get a job as a quant?

Financial Services: Benefits of Segmentation

Even though the financial services industry has a reputation for slow adoption of new strategies, using demographic data to personalize campaigns is a

Demands Increase on Financial Service Internal Auditors

Pressures are growing quickly around the world for internal auditors who work in the financial services industry, according to a new report.

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Should I go with a mortgage broker or a bank?

When buying a home, what is the difference between a mortgage broker and a bank, plus what are the pros and cons of each one?

Things You Should Expect Your Mortgage Banker to Ask You

Five things you can plan on discussing with your mortgage banker. Take it from us, we do this every day.

When bad hacks happen to good mortgage brokers

4 Questions to Ask Your Mortgage Broker

Let your mortgage broker guide you through the process of securing a mortgage. A certified mortgage broker can help you navigate the journey by “giving you unbiased advice to better understand mortgage products and how they affect you.” Ask the following four questions to get the most out of your first meeting.

Is mistrust of the financial services industry killing the retirement dream?

Just 11 percent of consumers trust insurance agents and brokers. Here's how you can change that.

How to pivot from mortgage broker to banker with digital tools

Emerging mortgage bankers can achieve a competitive advantage against big-box lenders by prioritizing a digital-forward mortgage business, writes the CEO of Click N' Close.

Your Home Loan Journey: Pros and Cons of Mortgage Broker vs. Bank

By Roger Odoardi When it comes to getting approval for a home mortgage loan, borrowers can either work with a mortgage broker or a bank. Either option will take you one step closer to becoming a home...

Will Financial Services Move to the Cloud?

Many financial services organizations are wary of moving sensitive data to the cloud – but we all know it’s coming. What are some of the indications that the tide is turning? What are the first apps, or processes that you believe will move to the cloud? What are the implications for security and best practices for reducing risk?

Is DevOps right for financial services?

When faced with strict regulations and procedures, it can be hard to constantly innovate. It’s especially challenging in the financial services industry where we must develop innovative digital software solutions within an environment controlled by tight regulatory requirements, a desire to mitigate risk and a need for ensuring high quality technical processes.