Banking & Finance
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Oaks-Based SEI Partners With IBM to Expand AI Across Its Operations
Artificial intelligence is quickly reshaping how businesses operate, and a Montgomery County financial services company is investing in the technology to modernize its operations. Oaks-based SEI announced a new collaboration with IBM. The venture will expand the use of artificial intelligence and automation throughout the company. It will streamline internal workflows, improve efficiency and enhance…
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‘Strong Culture Is the Foundation of Strong Performance’: Citadel Credit Union Appoints New CHRO
Citadel Credit Union has appointed Bonnie Levitt as Senior Vice President and Chief Human Resources Officer. Levitt brings more than 20 years of experience in human resources, leadership development, organizational design, compensation, and inclusion. She will lead Citadel’s enterprise-wide people strategy as the organization continues its strategic expansion following its recent charter conversion. As CHRO, Levitt…
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Penn Community Bank Releases 2025 Impact Report
Penn Community Bank has released its 2025 Impact Report, an annual publication detailing the institution’s community investment and continued commitment to relationship-driven banking across the region. The report highlights a year defined by strategic growth and meaningful reinvestment – from launching its “Built for Business. Backed by Community.” campaign to enhancing financial centers and responding to critical community…
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C&N Nationally Recognized for Protecting Older Americans
February was National Senior Independence Month, a time dedicated to recognizing the importance of helping older adults live with dignity, safety, and financial confidence. C&N places high priority on protecting its customers and communities, and its efforts were recognized nationally by the American Bankers Association Foundation. C&N was named a national finalist and received an…
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Meridian Bank Shares Top Six Tips for Protecting Your Business from Email Impostors
Email is one of the most trusted tools in business. It’s how executives give direction, how vendors send invoices, and how major financial transactions are confirmed. But that trust is exactly what criminals are counting on. Business Email Compromise (BEC) is one of the most financially devastating cybercrimes today, largely because individuals and businesses rely…
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Citadel Credit Union Completes Charter Conversion to Broaden Access, Support Responsible Growth
Citadel Credit Union has converted from a community charter to a Federal Multiple Common Bond charter, a strategic move that enables the not-for-profit, member-owned financial institution to broaden membership eligibility and serve more individuals, families, and businesses across a wider regional footprint. The milestone advances Citadel’s long-term strategy to grow with discipline while preserving its…
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Veteran Banker Ron Donchez Joins Trusted Land Transfer as Lehigh Valley President
Longtime commercial banking executive and Bethlehem resident, Ron Donchez, has joined commercial title company Trusted Land Transfer as its Lehigh Valley Market President, the company announced today. Donchez will lead the firm’s continued strategic expansion across the region from its new office at the Ben Franklin Technology Partners complex in Bethlehem, further strengthening Trusted Land…
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QNB-Victory Bank Merger Moves Forward After Shareholder Vote
Shareholders of Quakertown-based QNB Corp. and The Victory Bancorp in Limerick have voted in favor of a proposed merger, clearing a major regulatory and corporate hurdle, writes Amy Unger for WFMZ 69 News. QNB Corp. serves as the holding company for QNB Bank, while The Victory Bancorp performs the same role for The Victory Bank.…
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Chase to Open Philadelphia-Area Branches as Part of Expansion, Including Three in Chester County
As part of its nationwide expansion strategy, Chase Bank will open 14 new branches in Greater Philadelphia this year, including three that are planned for Chester County, writes Jeff Blumenthal for the Philadelphia Business Journal. The company will add a total of 160 locations in 30 states and renovate around 600 existing sites. According to parent company JPMorgan Chase, the…
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Meridian Bank Leader Jason Sheehan Brings Spartan Discipline to Commercial Real Estate
At Meridian Bank, strong leadership isn’t confined to the boardroom. It’s cultivated through discipline, resilience, and a willingness to do hard things, which are all values embodied by Commercial Real Estate team member Jason Sheehan. In his role as Senior Vice President of Commercial Real Estate, Sheehan works closely with developers and businesses to structure…
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Fueling Your Business Story with Commercial Banking Services
As a business owner, you know that growth isn’t just a goal — it’s a journey. Whether you’re launching a new idea, scaling operations, or navigating through unexpected challenges, having the right financial partner makes all the difference. At Penn Community Bank, we understand that each business is unique. That’s why we take a personalized…
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Firstrust Bank Enters New Strategic Partnership with MortgageCountry
Firstrust Bank is partnering with MortgageCountry, LLC to manage key mortgage production functions, positioning the bank’s mortgage business for long-term sustainability and growth. Through this partnership, MortgageCountry will oversee end-to-end mortgage originations and provide strategic leadership. Mortgage loans will continue to be originated and closed under the Firstrust name; Firstrust mortgage loan officers will remain bank employees.…
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From Piggy Banks to Nest Eggs: Financial Wellness at Every Stage of Life
Financial wellness is a holistic approach to managing finances that emphasizes confidence, control and informed decision-making. It’s a lifelong journey that evolves alongside one’s changing responsibilities and priorities. From learning the value of a dollar in childhood to maintaining security in retirement, each stage of life offers opportunities to foster financial health and peace of…
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Firstrust Bank, Philadelphia Eagles Elevate Havertown Carpet Co. Through Brotherly Shove Business Spotlight
Shane Barry never set out to chase the spotlight when he founded the Havertown Carpet Co. in 2015. He just set out to survive. With more than a decade of experience at a stable job in the flooring industry, and with his wife pregnant with their third child, he traded in his car for a…
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Future-Proof Your Business with Digital Payments
In today’s evolving financial environment, one trend is crystal clear: cash is no longer king. Amidst shifting consumer preferences and an increasingly digital economy, businesses that want to stay competitive must embrace modern payment solutions — or risk being left behind. Cash Is No Longer King Here’s the reality: cash usage is steadily declining. According…
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PowerPay’s Rapid Growth Puts King of Prussia on the Fintech Map
Montgomery County’s legacy as a financial hub is getting a modern update from PowerPay, a fast-growing digital lender headquartered just off U.S. 202 near King of Prussia, writes Joseph N. DiStefano for The Philadelphia Inquirer. Founded in 2017, PowerPay has emerged as a major player in financing home improvement projects, medical needs such as hearing…
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As Philadelphia Celebrates America250, Firstrust Bank Reflects on Its Historic First in Pennsylvania
As Philadelphia prepares to celebrate America250, the 250th anniversary of the signing of the Declaration of Independence, the city’s long tradition of leadership, innovation, and its identity as the City of Firsts is coming into sharper focus. To honor Philadelphia’s role as a cradle of American innovation, the Philadelphia Historic District Partners has assembled 52…
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Unlock the Power of Cash Forecasting
Modern CFOs are growth leaders, strategic visionaries, and trusted advisors at the heart of organizational success. CFOs are responsible not only for maintaining liquidity but also for strengthening resilience and positioning their organizations for sustainable growth. Yet one capability that CFOs often underleverage is effective cash flow forecasting. Cash forecasting is more than a tactical…
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