Finserv Glossary

BNPL as defined by the Consumer Finance Protection Bureau (CFPB), is a type of installment loan that typically allows you to purchase something immediately with little or no initial payment and pay off the balance over four or fewer payments.


Gain a full understanding of the role of the Consumer Finance Protection Bureau (CFPB), and how oversight and regulations impact financial services.



Understand how Digital Asset Management (DAM) systems optimize workflow for bank and fintech marketing compliance teams managing regulated content.

See why financial institutions striving to land and expand customer relationships have adapted to maximize the benefits of digital transformation.


Uncover background on Environmental, Social and Governance – ESG – criteria, and its increasing importance as a function of corporate citizenship.

Learn about the Federal Deposit Insurance Corporation (FDIC), its functions, and responsibilities related to supporting the nation’s financial system.

 Learn the primary role of the Federal Reserve, and how it operates to conduct the nation’s monetary policy and promote financial system stability.

Discover how the Federal Open Market Committee (FOMC) operates within the Federal Reserve and its responsibility for open market operations.


Gain a strong understanding of the history and importance of Governance, Risk and Compliance programs in financial services and insurance.


Learn about ISO standards, the International Organization for Standardization, and how it impacts financial services and insurance industry marketing.


Gain an understanding of the core functions of the Office of the Comptroller of Currency, OCC, and its critical influence on financial services institutions.

Understand detailed rules and regulations with which financial services institutions, such as the Schumer Box stipulations for consumer protection.