2 min read
The Digital Universal Banker, Now with Instant Rails
A client recently asked me how banking roles and organizational structures should evolve as so much engagement shifts to digital, while consumers...
Digital solutions to grow, scale, and outperform.
Reliable, efficient, and integrated core platforms deliver results.
Navigate this high stakes process with precision.
Select modern communications channels to integrate with core and digital solutions.
Strategic Planning
Support services for the strategic planning process at every level.
M&A Planning
Realize the key value drivers resulting from your merger or acquisition.
Performance Benchmarking
Tailored metrics and benchmarks designed to assess relationships.
Organizational Efficiency
Enhance efficiency across branches, digital channels, and contact centers.
A digital library of industry news, analysis, best practices, and thought leadership tailored to the challenges and opportunities faced by financial institutions.
Our in-depth analysis of conversion strategies, M&A activity, and the evolving landscape of financial services.
At the intersection of financial technology and banking comes a podcast featuring bank and credit union professionals sharing their unscripted perspectives on the industry.
2 min read
A client recently asked me how banking roles and organizational structures should evolve as so much engagement shifts to digital, while consumers...
3 min read
Key Takeaways From This Blog: AI isn’t static software, it learns, drifts, and changes over time. Treating it like a plug-and-play tool is a mistake....
4 min read
Key Takeaways From This Blog: The Huntington Bancshares acquisition of Cadence Bank, creating a $258B-asset institution, highlights a powerful trend:...
3 min read
This insightful discussion comes from a Leaders Give Back podcast episode with Executive Affiliate, Gene Pelham, former CEO of Rogue Credit Union.
2 min read
Key Takeaways From This Blog: Mortgage rates still matter, but they’re no longer the primary force shaping the market. The real catalyst is...
3 min read
Key Takeaways From This Blog: Each wave of innovation, online banking, mobile, now AI, follows the same cycle: hype, hesitation, and eventual...
4 min read
Key Takeaways From This Blog: Inspired by early successes like Chime and Marcus, dozens of community and regional banks launched digital-only brands...
1 min read
A member or customer calls with a question about their account. They wait one minute to speak with a person. The conversation takes five minutes. The...
1 min read
Google, Mastercard, PayPal, American Express, and Coinbase quietly changed the script last week. They rolled out theAgent Payments Protocol, which...
2 min read
At one time, Sears was unstoppable. Its name stood alongside America’s industrial greats. It built the tallest building in the world. It sold...