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Engaging Perspectives

Transforming Banking through Technology and Visionary Thinking

ChatGPT

3 min read

ChatGPT Just Announced the Quiet Reordering of Banking - Now What?

Key Takeaways from This Blog:

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Soft Switching

5 min read

The Account Is Open. But Is It Primary?

Banks and credit unions have a quiet problem. The checking account is still open and the customer or member is still on the books. From a distance,...

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Deposit Modernization

1 min read

Deposit Modernization Starts With Behavior, Not Products

When boards ask me whether they should modernize deposit products, I try to reframe the question. Checking, savings, money markets, and CDs have...

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8 min read

The Rails Don't Matter. The Ride Does.

Key Takeaways from This Blog:

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Financial Literacy

4 min read

Financial Literacy Just Went Viral

Key Takeaways from This Blog:

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