White Papers

In their book, Decisive, authors Chip and Dan Heath provide a simple, yet effective model for decision-making (WRAP) along with plenty of real-life stories to illustrate the value of the process. In this White Paper, we provide tips about how applying the WRAP model of decision making can help small businesses.

When serving as escrow custodians, it’s important for attorneys to take positive action to protect client funds. While the law firm bears the primary responsibility for fraud protection, attorneys can enlist their bank’s help to reduce the firm’s risk.

Cash flow is the lifeblood for most successful companies, but economic uncertainty can cause a thriving small business to suffer. Without a sufficient, reliable stream of revenue to pay expenses, a business can quickly go into the red, making it difficult to recover. In this white paper, we identify 6 steps you can take to help improve your cash flow.

It only takes a few moments for fraudsters to identify vulnerable areas within an organization. Owners must maintain safeguards to the administration of the business if they expect to protect their bottom lines. In this white paper, we identify seven effective tactics that can help reduce your exposure to fraud.

The earnings credit rate allowance is not a new banking tool, but it can have a major impact on profitability for Property Management Companies.

While shifting payments from paper checks to electronic systems, such as wire transfer and ACH transactions, has served as an effective deterrent to check fraud, electronic payment systems are not still entirely safe from criminal activity. Criminals can and do find ways to commit fraud via electronic means. 

According to the Federal Trade Commission (FTC), there have been more than 18,000 instances of fraud related to COVID-19 since the beginning of the year—and that number is rising all the time. In this white paper, we outline the most common types of pandemic-related fraud and the steps you can take to help protect your organization from them.

How to Protect Your Not-For-Profit from Cyber Crime. Despite news of the latest data breach, companies and nonprofits still have a lot to fear from low-tech cyber fraud. In this White Paper, we outline the best practices we recommend to our not-for-profit clients to protect against computer-mediated fraud attempts.

Payroll fulfillment is one of the most critical responsibilities of the staffing industry, and can overwhelm even the strongest company. In this White Paper, you'll learn how payroll financing and administrative services can streamline operations, increase cash flow, and refocus your efforts back to the heart of your business.  

Commercial credit cards are rapidly developing into an essential financial management tool for mid-size companies.

It’s all too easy to lose sight of fundamentals of your business, but understanding these essentials is only half the battle—executing on what you know is what gets the job done. In this White Paper, you'll learn how to focus on the essentials for business banking you can't afford to overlook.

It’s no secret that technology has transformed the law industry, changing lawyer/client communication, case management, and discovery. In this White Paper, you'll learn how to find and leverage FinTech solutions that will help your law firm.

The residential mortgage market depends on independent mortgage bankers (IMBs), and they depend on mortgage warehouse lenders. Here are five traits to look for in a residential mortgage warehouse lender.

Here's what you need to know about millennials and how your business can invest and adapt to their professional needs.

Identifying your company’s areas of vulnerability can help mitigate cyber risk and keep your assets secure.

Embracing human engagement and transparency may improve client and employee relationships. But how can you tell if that’s the right move for you? 

There are four crucial phases of cultural change that can realistically and effectively position your company for success. 

Explore how the processes of prototyping can help you maintain an analytical and flexible approach to growth and innovation. 

Information technology is ingrained in almost every aspect of business. Find out how to ensure that your business' relationship to it remains positive and efficient.