Wednesday 6 January 2021

2020 Takeaways for Better Banking Relationships and Services

Last year's unprecedented times helped shape today's banking market. We've highlighted 4 key banking trends for financial institutions if they want to maintain, and grow…

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Monday 7 December 2020

A Walk Through the FI: Unique Workflows Don’t Have to be Complicated

Workflows are unique to each process and institution, but the automation potential can be felt throughout the organization, regardless of the department. With new “Event…

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Tuesday 1 December 2020

Overworked and Underpaid: The Importance of Keeping the SMB Strategy Close

Money is a renewable resource, but time isn’t. Ask a small-to-medium sized business (SMB) owner, and they’re likely short of both. Banks and credit unions…

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Tuesday 10 November 2020

A Lending Audit Doesn’t Have to be Painful

Fair and equitable lending practices play an important role in our society, and the market is bursting with regulated risk areas. Intuitive product designs and…

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Friday 2 October 2020

AWARE: Centralized Data Analytics for Actionable Insights

Data is said to be an organization's greatest asset and when readily available and shareable across the FI, planning improves from ideation to execution. Turn…

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Tuesday 8 September 2020

Part 2: Traditional Banks vs. Fintechs: Jobs to be Done

As I alluded to in my last blog, small business advertisements across banks and credit unions showcase a universal theme centered around dollar amounts…

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Wednesday 26 August 2020

Making Sense of Industry Buzz: 4 Trends for Smarter Consumer Lending

Alternative lenders are encroaching on the space traditional financial institutions have called home for centuries: consumer lending. 

Irrefutably, new technology adoption and digitization are growing…

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Wednesday 12 August 2020

Part 1: Small Business Banking: What Fintechs Got Right and Community Institutions Need to Learn

The push-pull between fintech and traditional financial institutions continues even within the small business market, with some contending the fintechs are doing it right. So…

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Wednesday 5 August 2020

Navigating the Branch During a Pandemic

Six months ago, “branch transformation” and “the branch of the future” were phrases commonly exchanged within keynote speeches and tradeshow floors. Today, these phrases have…

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