Independent Banker

JULY 31, 2022

Articulate the bank’s goals clearly, along with the elements for which each team is responsible. Are you aiming to increase revenues, launch new products, reimagine the digital banking experience or adopt more efficient processes? Goals that are too broad, while providing flexibility, don’t always provide clarity.

Training 140

Training Resources Community Bank Leadership 140

Gonzobanker

JULY 20, 2022

financial institution executives surveyed for What’s Going On In Banking 2022 , 19% of community banks and 10% of credit unions had not launched a digital transformation strategy prior to this year, and another 15% had no plans to do so. Finally, it’s vital that digital product managers are flexible and know how to pivot.

Digital Strategies 174

Digital Strategies Strategy Customer Experience Leadership 174

PYMNTS

JANUARY 13, 2021

“This season, our girls will continue to exemplify what the cookie program taught them — how to think like entrepreneurs, use innovative sales tactics, and pivot to new ways of doing business when things don’t go according to plan. It’s an outside-the-box take on baking up a better world, but one we will be happy to have. Billion.

National 166

National New York Leadership Analysis 166

NCR

MARCH 25, 2016

Articles via The Financial Brand, Bank News, American Banker. Making Banking as a Platform (BaaP) Happen: This article breaks down the book Platform Leadership and expanded upon the authors’ four levers of platform leadership to create the “7 layers of BaaP ”. This article discusses how to personalize the digital banking.

Digital Banking 40

Digital Banking Knowledge Base Leadership Mobile 40

Abrigo

FEBRUARY 8, 2024

Takeaway 2 Client fraud education at financial institutions should include takeaways that explain how to protect themselves from phishing and tips for staying secure online. Takeaway 3 Numerous resources can help banks and credit unions offer training on fraud to help customers or members recognize scams and avoid theft.

Fraud 195

Fraud Resources social media Software 195

Gonzobanker

JUNE 26, 2020

Eighty-one percent of FI executives surveyed by Digital Banking Report believe there will be an even greater remote working opportunity in the future. Meanwhile, bank and credit union customers are learning, by necessity, how to access their accounts, sign critical documents and close on loans without going to a branch.

Survey 158

Survey Exercises Guidelines Operations 158

Independent Banker

JUNE 30, 2022

Exposure to synthetic identity fraud increases with digital adoption. Offering digital banking options often increases the amount of fraud attempts an institution experiences. Many neobanks and challenger banks provide “information centers” on their websites or in onboarding materials.

Fraud 91

Fraud Training Leadership Resources 91

Gonzobanker

DECEMBER 14, 2023

Under Stuart’s leadership over the past 17 years, OnPoint has gone from under $2 billion in assets to knocking on the door of $10 billion, all while becoming the most recognized financial brand in the Portland market and achieving some of the industry’s best profitability in 2023. Paul Murphy, founder of Murphy & Co.

Fintech 195

Fintech Community Regional Technology 195

Gonzobanker

DECEMBER 22, 2020

For more than 20 years, John has helped City National grow its niched commercial and private banking businesses with strategic technologies. An early innovator in commercial workflow and analytics, upcoming CIOs could learn a ton from John on how to partner and engage constructively with lines of business.

Idaho 179

Idaho Community Industry Strategy 179

Gonzobanker

MAY 14, 2018

At least one mid-size bank showed up with its entire exec leadership team AND board of directors. The most constructive general session I attended was by Content Marketing Institute ’s Joe Pulizzi who laid out a useful “how to” including how to “content tilt” to get messages to stand out for real.

Branding 125

Branding Industry Apple Marketing 125

Gonzobanker

DECEMBER 4, 2019

Precision Lender reports 150 clients, and Cornerstone sees them mostly in commercial banks. Q2’s acquisition follows many years of paced, organic growth in consumer and business digital banking and a string of acquisitions including digital deposit origination specialist Gro Solutions and loan/lease origination system provider Cloud Lending.

Analytics 97

Analytics Lending Fintech Leadership 97

Gonzobanker

MAY 8, 2020

As the large banks announce freezing lending in some sectors, community and mid-size banks should bring more data and common sense to the table. Create rigorous analytic processes to determine how to deal with existing borrowers and how to guide prospective borrowers with straight-shooting advice. Ready … break! “In

Lending 110

Lending Analytics Analysis Capital 110

Cisco

MARCH 26, 2021

What constitutes a next-generation bank branch and how can one be implemented? Digital banking transformation is the number one priority for financial services institutions through 2021, and Cisco is ready to make that priority a reality. For year-round thought leadership, check out our FSI and Retail Blog Series.

Customer Experience 71

Customer Experience Retail Operations Security 71

Gonzobanker

MARCH 22, 2023

If running the capital plan numbers indicates that growth needs to slow, banks will need new tactics to drive profitability, and a major focus will return around operating efficiencies. Digital banking uptime, the speed and accuracy of moving money, and the ability to talk to informed bankers are vital right now.

social media 78

social media Capital Risk Management Strategy 78

The Financial Brand

MARCH 15, 2020

7% of retail banking revenue will disappear, squeezed by fintechs and regulators. The post How to Replace Banking’s Rapidly Shrinking Fee Income appeared first on The Financial Brand. The good news? Advisory services could add back 9%.

How To 29

How To Branding Regulation Fintech 29

FICO

JANUARY 24, 2018

Two of today’s hottest tech topics — cybersecurity insurance and artificial intelligence (AI) — were well represented at recent conferences in insurance and banking, respectively: Advisen Cyber Risks Insights Conference and Bank AI Expo. Advisen: Barbican Takes a Leadership Stance on Cybersecurity Insurance. Here’s my take.

Conference 55

Conference Customer Experience Maine Exercises 55

Insights on Business

JANUARY 28, 2019

Backbase is the leading solution provider in digital banking and a strategic alliance partner of IBM. Together, IBM and Backbase have helped many banks around the world transform to become more agile, more digital and more customer-centric. –> Explore IBM Banking and Financial Markets Solutions.

San Francisco 87

San Francisco Analytics Albuquerque Security 87

The Financial Brand

JULY 24, 2019

Banks and credit unions must immediately address what skills and jobs will be needed in the future, and how to train, re-train and hire to remain competitive. The post Are You Prepared For A World Of Banking Without Bankers? appeared first on The Financial Brand.

Training 33

Training Branding How To Leadership 33

Independent Banker

DECEMBER 31, 2022

William West: In a macro sense, we’re just trying to read the tea leaves in terms of what’s happening in the economic landscape that will affect our bank. Those are the things that we’re trying to figure out how to read as we put our 2023 budget together. It’s a major undertaking for a bank of our size.

Community Bank 91

Community Bank Community Tampa North Carolina 91

Fintech Labs Insights

MAY 3, 2017

I started in a bank graduate programme straight out of university in a frontline role. I’ve held leadership roles in products, marketing, business support and channel management, and now lead a fantastic Digital and Transformation function at New Zealand’s largest (and best!) bank. . What was your lightbulb moment?

Fintech 20

Fintech Examples Industry Leadership 20

Alex Jimenez

FEBRUARY 27, 2019

IBM knows how to throw a party, regardless. Admittedly, I’ve been away from directly managing digital banking and haven’t kept up with IBM Trusteer. They pointed out that 32% of customer say mobile banking is the most important deciding factor when switching banks but security is the main inhibitor to adoption.

blockchain 40

blockchain Conference Security Innovation 40

Fintech Labs Insights

JULY 28, 2016

Digital banking pioneer Fidor Bank has been acquired by Groupe BPCE of France. Terms were not disclosed, and Fidor Bank founder and CEO Matthias Kröner will remain with the company. ” Kröner, whose bank expanded to the U.K. ” Kröner, whose bank expanded to the U.K.

Groups 12

Groups social media New York Digital Banking 12

Gonzobanker

DECEMBER 22, 2015

Dave brings crowd-pleasing, almost scary enthusiasm and know-how to his technology and architecture sessions at demos without invoking a bunch of buzzword BS. This bank has taken the IBS data warehouse tool and built a repository and data analysis capabilities that peers would envy. Best Leadership Performance in a Core Conversion.

Community Bank 60

Community Bank Apple Technology Community 60

Gonzobanker

DECEMBER 19, 2022

It’s hard to understand how Clobes has time in the day to drive her unlimited amount of leadership activities. His passion for innovation, community, culture, and clients provides a leadership template for all future GonzoBankers. Goes to Blue Ridge Bank for bringing a ton of regulatory attention to the BaaS space.

Community 216

Community Fintech Industry Innovation 216

Social Assurance

JULY 18, 2018

While Chris has been pursuing digital banking since 1999, his lessons and filters for finding significance are just as relevant today. In his role at ICBA, he works with bankers across the country who are directly impacted by the changing landscape of banking. Remember what I said earlier? You have to have personality.”

Leadership 12

Leadership US Technology America 12

Gonzobanker

JULY 8, 2022

The operational world of cash, checks, deposit slips, passbooks, and teller terminals used to dominate bank tech budgets. Those were the days of green screen cores and server-based ancillary applications, and digital banking was a Star Trek thing of the future. 2: Talent Shortage. Innovation Leader.

Resources 145

Resources Leadership Technology Management 145

Gonzobanker

NOVEMBER 18, 2014

With a focus on digital banking and branch transformation, it was interesting to see the attendee list with lots of sexy new customer experience and analytics titles. Ringlemann said IndieGogo will be a banker’s friend because IndieGogo will take the risks banks will not and incubate the companies to get to loan-ready.

Chicago 97

Chicago Retail Branch Design Training 97

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn.

Utah 60

Utah System Marketing Community 60

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn.

Utah 60

Utah System Marketing Community 60