With a dynamic current financial environment, regular AML training has been one of the pillars of organizations in the fight against money laundering and other related crimes. With the expansion of fintechs, financial institutions, and the digital environment, criminals get a wider variety of opportunities to take advantage of compliance loopholes. The United Nations Office…
Many insurance agencies talk about automation, but few truly understand what it means to fully automate their operations. It’s not just about sending out reminders or digitizing forms—it’s about building a connected, intelligent system that reduces human error, speeds up processes, and makes customer service smoother from start to finish. Let’s take a look behind…
Whether you’re building an emergency fund, preparing for your dream home, or setting aside capital for a small business, earning the highest possible interest on your bank account can significantly speed up your financial goals. Unfortunately, many Filipinos still rely on traditional savings accounts with ultra-low interest rates. That means they’re not maximizing their money’s…
Platinum Visa® looks helpful until you crunch the numbers: a $75 first-year fee (then $99) and limits that can start at just $300—all while every charge hits your personal credit file. If you’re trying to grow a company, that exposure is costly. EIN-only business cards flip the script. They rely on your company’s revenue—think of…
Motherhood is a full-time job—and then some. Between school runs, meal planning, work deadlines and the constant juggling act of family life, managing money can feel like an afterthought at the bottom of the to-do list. But smart budgeting doesn’t require complicated spreadsheets or hours of number crunching. With the right systems in place, you…
What Does a Doji Pattern Look Like? A Doji is a candlestick pattern where the open and close prices are nearly equal, creating a very small or non-existent real body. The upper and lower shadows can vary in length, giving rise to different types of Doji patterns, but the core idea remains the same: the…
The financial landscape for businesses is constantly changing, presenting both opportunities and challenges. Many owners may begin their journey managing finances on their own, but as the complexity of operations grows, so does the need for expertise. Bringing on a Chief Financial Officer (CFO), whether full-time or part-time, can greatly enhance a business’s financial strategy…
You do your best—set a budget, follow financial tips, and maybe even invest a little. Still, your money never quite lands where you want it to. The plan slips off track, and saving feels harder than it should. Sound relatable? Don’t worry; you’re not alone. That’s the case for a lot of people in Summit,…
Gold has represented riches and timeless worth for millennia. Many investors are turning to gold as a key component of their asset preservation plan in the dynamic economic climate of today, which is defined by inflation issues and market volatility. Gold provides a real defense against geopolitical uncertainty and economic downturns, therefore giving a feeling…
AI and GenAI aren’t upgrades—they’re overhauls. Forget slow, outdated systems! Credit decisions are now quicker and smarter. Banks, once bound by limited datasets and slow manual reviews, now rely on adaptive models that dig deeper and act instantly. The tech no longer predicts risk with just a credit score. Voicemails, emails, social media—it learns from…
