Blog

The latest news in the world of cashvest®.

A Hard Conversation

This is the final part of three+one’s Summer Blog Series . As there are five Tuesdays in August, I will be addressing the top five ...
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To RFP, or not to RFP…

This is the fourth part of three+one’s Summer Blog Series . As there are five Tuesdays in August, I will be addressing the top five questions the ...
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Why Don’t Banks Want My Deposits?

This is the second part of three+one’s Summer Blog Series . As there are five Tuesdays in August, I will be addressing the top five ...
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What’s Your Relationship Status?

The fact is, if many finance officials were asked how they would describe their banking relationship status today, they would respond with “it’s complicated.” Indeed, ...
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The Tale of Two RFPs

If you have gone through the RFP process you know how challenging it can be. It takes time, many people, time, lots of paper… …and ...
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KYC- They Will Ask…

It really struck me … I got a note in the mail by my bank asking me to stop by my local branch so they ...
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Stuffing Your Stocking With Cash

Starting on January 1, 2016, banks will be required to distinguish between client deposits that are “operating” and “non-operating” for the purpose of a new ...
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