Skip to the main content.

Engaging Perspectives

Transforming Banking through Technology and Visionary Thinking

Strategy

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,...

Read More
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...

Read More