Viewpoints — Fall 2025: Compliance and Product Updates
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Expert insights on overdraft compliance, program performance, and managing continuity through core conversions.
Whether you attended live or are catching up afterward, this session provides valuable guidance for ensuring a compliant, consumer-focused overdraft strategy that builds trust and long-term success.
Watch the Replay
Recorded on October 23, 2025
In this exclusive session for ADVANTAGE clients, our team shared the latest insights in overdraft program management, compliance trends, and operational best practices.
Key Takeaways
- The latest updates in overdraft compliance expectations
- Ways to support program performance through ongoing education
- How proactive planning prevents conversion-related disruptions
- Tools that simplify program oversight and strengthen compliance
Viewpoints is one of the many resources we offer to help you stay ahead of regulatory shifts and manage a more compliant, consumer-focused overdraft strategy.
Panelists
Meet the panelists who shared their insights during this session:
- Cheryl Lawson – EVP, Compliance Review
- Maggie Thompson – Training & Development Manager
- Jessica Pickett – Senior Implementation Manager
- Jennifer Peoples – VP, Product Management
Each panelist brings years of experience helping financial institutions strengthen compliance, improve operational processes, and deliver better account holder experiences.
Continue the Conversation
Have questions or want to explore next steps? We’re here to help you put these insights into action.
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