Category Archives: News Center

Financial Institutions Must Wow

A focus on customer service, what is referred to this article in BAI Banking Strategies as the “wow,” is what Zappos Head of Business Development and Brand Marketing Aaron Magness says is as critical to a regulated financial institution as it is to any other business. Indeed, as Magness related with this story, the fact the business is regulated has very little to do with its ability to make its customers happy. Continue reading

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Steve Bartlett: Setting the Record Straight on Mortgages

The foreclosure freeze has sent a scare through the housing market and has become a key political issue. Steve Bartlett, CEO of the Financial Services Roundtable, discusses the issue with CNBC on October 11, 2010.

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Steve Bartlett: Update on Recent Events in Mortgage Industry

Steve Bartlett, President and CEO of the Financial Services Roundtable, recently updated member institutions about current events in the mortgage sector.

Much has happened in the past ten days in the mortgage and foreclosure world. While things are not as bad as the headlines, there remain some risks. Here is a quick summary. Continue reading

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Fast Facts on the Foreclosure Process

It is important to review the facts about the foreclosure process in the midst of recent reports about what the industry is doing.  FACT:  Homeowners who cannot afford their mortgage payments have several options to deal with the situation, such … Continue reading

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Financial Literacy Goes High Tech

The Financial Services Roundtable announces that the following member companies are effectively providing EverFi’s high technology financial education to over 430 high schools throughout the U.S. BancWest Corporation BB&T Corporation Capital One Financial Corporation Genworth Financial Principal Financial Group Protective … Continue reading

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Roundtable Foundation Scholarship Awarded to Johns Hopkins Carey Business School Student

The Financial Services Roundtable today announced that Robert Jackson of the Johns Hopkins Carey Business School is the recipient of the 2010 Roundtable Financial Scholarship in honor of Donald J. Shepard, Retired Chairman, AEGON. Jackson currently serves as a Business … Continue reading

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Roundtable Foundation Awards Scholarship to Rutgers Business School Student

The Financial Services Roundtable today announced that Caleb Alderman of Rutgers Business School is a 2010 Roundtable Financial Scholarship winner in honor of Thomas A. Renyi, Retired Chairman, BNY Mellon Corporation. Alderman is a finance major in his junior year … Continue reading

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