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W hen it comes to spreadsheets, many think Excel is the only game in town. But what if I told you there is a powerful, free ...

Tombstone Generator: Via FactSet screening or client-sourced transactions in Excel, junior bankers can quickly generate new tombstone slides for pitchbooks. Pitch Creator automates manual and ...

Other tools also include a balance sheet template, an income statement template ... pay a fee starting at 2.9% plus $0.60 per credit card transaction (for the Starter Plan) or 2.9% + $0 per ...

Learn how to compare Excel sheets for efficient bank reconciliation with step-by-step tips on data prep, pivot tables, ...

ensuring both parties have a record of the transaction. These templates are available in various formats—PDFs, Word documents, Excel spreadsheets, and even specialized software. The “printable ...

You can calculate a bank's capital to risk-weighted assets ratio in Microsoft Excel once you determine its tier 1 and tier 2 capital and its risk-weighted assets. The capital-to-risk weighted ...

While customer data has long been banking's most valuable asset, the real competitive advantage comes from converting data into actionable guidance for customers.

MINNEAPOLIS--(BUSINESS WIRE)--U.S. Bank has named international banking leader Tarek El-Yafi as head of U.S. Bank Global Transaction Services, a new group created to help meet the growing ...

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