Technology Guidance for Bank and Credit Union Professionals

A collection of advice by InetSolution about programming, security, design and marketing for bank and credit union professionals.

Latest Entries


Stop Using This Word To Refer to Talented Human Beings

Posted by Jason Sherrill

There are a few terms that people commonly use in corporate America today that make employees feel more like machines than talented souls with the capability to deliver meaningful work and positive customer interactions. Managers often use one of these words frequently and casually without knowing that it invokes cringes and barely discerinble muttering form the most talented people in the room.

Upgrade Your Website CMS to Meet New FFIEC Guidelines with Multi-Factor Authentication

Posted by Matt Davis

The latest FFIEC security guidelines recommend that financial institutions add multi-factor authentication (MFA) to all Internet systems, including website content management systems. Most website content management systems do not yet provide multi-factor authentication, but we have a solution for that.

Usability Tip: Use Consistent Terminology That Users Understand

Posted by Jason Sherrill

In this video post, I share advice that is applicable to all websites, but is a topic that we encounter frequently on bank and credit union websites and nearly always have to address. Fixing usually takes just a few minutes and will make your website easier to use and support for your customers.


Plan for Browser Obsolescence to Keep Moving Forward

Posted by Jason Sherrill

It’s 2015 and many banks and credit unions are still spending time and money supporting Internet Explorer 7 and 8 while simultaneously trying to move forward building modern responsive websites optimized to take advantage of current desktop and mobile technologies. How should a bank or credit union determine when to stop officially supporting old browser versions on their websites?


CPAs Should Employ Methods to Protect Client Data

Posted by Jason Sherrill

Certified Public Accountants handle enormous amounts of sensitive data when working with their business and individual clients, but many CPAs are not aware of the risk that they're subjecting their clients to when they send or receive documents through many common sharing methods today. Let’s look at three of the most common methods by which CPAs unwittingly put customer data at risk.


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