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Insights

Insights, organized by the work.

Articles, white papers, media appearance & firm news, grouped by the six areas where we advise banks.

Featured
General

Surviving the Shadow: My Journey with Cancer and the Power, and Importance, of Early Detection

Stage 3B Hodgkin's lymphoma at 22, in 1984, when there were no records of long-term survival at that stage. A first-person case for early detection and for taking ownership of your own diagnosis.

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M&A & Corporate Finance
White Paper

IPO Process

Part two of three. Four to six months from drafting to pricing day, plus when a direct listing or SPAC beats a traditional offering. Updated for the 2025 market.

Regulatory & Remediation
Article

Lineage Bank - Lessons for Banks of All Stripes

Lessons from the FDIC consent order with Lineage Bank on third-party risk management and fintech partners.

Digital & AI
Article

Strikes and Hits: AI in Banking and the Risk–Reward Balance

Why small and mid-size banks should engage AI now rather than wait, and how to balance risk and reward.

Digital & AI
White Paper

Digital Banking Strategies for Community Banks

Define digital banking. The term digital banking has been in flux for at least 30 years as technology has evolved, but its essence is enabling your customers to seamlessly access financial services across devices. This includes a broad array of interactions in addition to mobile banking, online banking, and even how these are packaged on the bank’s website and in marketing materials.

General
Newsletter

This Month at Endurance #39

Firm newsletter highlighting Endurance commentary on banking-as-a-service scrutiny and fintech-partner risk in 2024.

Risk & Compliance
Article

Safeguarding the Financial Services Industry Against Top Cybersecurity Threats in 2025 by Endurance Advisory and Summit Financial Group

Average breach cost in financial services reached $4.88 million. Ransomware, insider threats, and vendor risk in 2025, plus what the retirement of the FFIEC assessment tool means for examinations.

Risk & Compliance
White Paper

Ten Key Regulatory Challenges of 2024

We are experiencing a level of regulatory intensity rarely seen—not the simple effect of "net-new" regulations but the combination of a high volume of regulatory issuances, the complexity and breadth of regulatory supervision, and the impact that these changes impose across the organization.

Risk & Compliance
In the Media

Top Opportunities for Growth in Mortgage Banking in 2021

Stephen Curry’s article for National Mortgage News provides valuable insights into top growth opportunities for mortgage banks in 2021.

Strategy & Liquidity
White Paper

Syndicated Loan Market Opportunities

Where community and regional banks can still find quality commercial loans in a crowded syndicated market.

Strategy & Liquidity
White Paper

Liquidity Strategies for a Tough Environment

The current economic environment doesn’t offer any “good” investments. The COVID recession is different from anything we have experienced. This makes it difficult for banks to manage their investment portfolios without taking on undue interest rate risk.

Strategy & Liquidity
White Paper

Five Themes for 2021

Endurance Advisory believes five key themes will resonate for financial institutions in 2021. In many ways, 2020 felt like a lost decade – it dragged on with catastrophic results for some people, some companies, and some social institutions. That said, the unique environment of 2020 holds the potential of dramatic upsize, but requires careful management. Here are our thoughts on business priorities for financial institutions in 2021.

Digital & AI
White Paper

Emerging Digital Payments Companies Cannot Overlook Sanctions Protocols

Amid the heavy growth of start-ups in the digital payments and currency space, OFAC’s (U.S. Treasury’s Office of Foreign Assets Control) announced settlement agreement with BitGo, Inc., sends a clear message: a lack of sanctions compliance can be costly.

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