Posts by Steve Kizer
Recording: Transforming PFI into Personal Financial Interactions
Download Presentation (PDF) In the battle for banking relationships, fintechs and neobanks are vying for dominance. And they may be winning. In the last three years, digital banks have the largest growth rates of primary relationships. And now, more Millennials and Gen Z consumers name a digital bank as their primary institution than all of the community banks and…
Read MoreClient Story with Heritage Bank
Download PDF Recently we were fortunate to be able to sit down with Teresa Dean, Senior Vice- President of Branch Banking Administration for Heritage Bank. The bank’s headquarters in in Olympia, Washington, and it has 50 branches in Washington, Oregon, and Idaho. Heritage has roots that go back to 1927, making it a few years…
Read MoreClient Story with Texas Bay Credit Union
Download PDF Texas Bay Credit Union started 87 years ago, built by local people to help local people. It arrived a few decades after the oil industry started to build the beginnings of modern Houston, and a couple decades after today’s Rice University opened its doors. Texas Bay’s original roots are the Houston Sinclair Refinery…
Read MoreRecording: What’s New with Business Checking? BaZingBiz Checking
Download Presentation (PDF) The lifeblood of community banks and credit unions is SMBs because these businesses are the lifeblood of the communities these financial institutions serve. For the past two decades we’ve served more than 2 million customers and members and more than 400 community FIs, helping them deliver the best products and services to…
Read MoreRenasant Bank and StrategyCorps – Trusted Alliance
Download PDF Evolutionary thinking breeds success. Growth, determination to succeed, resilience, and forward thinking minds best embody Renasant. In this, creating an environment to lead, direct, and compliment others recommendations while providing positive solutions have made the success between Renasant and StrategyCorps a story worth telling. Pick a Partner, Not a Vendor Renasant’s history…
Read MoreRecording: Navigating the Land of Giants
Download Presentation (PDF) According to FDIC and S&P Global data published last year, 3% of the largest banks have about 83% of the deposits in the US. That leaves 17% of deposit accounts to find homes with 97% of the rest of the financial institutions out there.And the intervening year hasn’t helped that 97%. Plus,…
Read MoreRecording: Raise Your Business Payments Game
Download Presentation (PDF) In the past seven months we’ve seen wild swings in emerging risks and opportunities in the banking sector. That has meant community banks and credit unions have had to react quickly to short-term challenges, rather than set a course for long-term growth. But as the economy and markets settle down, it’s time…
Read MoreClient Story with CBC Federal Credit Union
Download as a PDF While most financial institutions are grappling to secure deposits in these times, CBC Federal Credit Union, situated in Oxnard, California, faces an unusual yet rewarding challenge – it has a surplus of new share certificate (CD) requests from across the country. CBC upped its CD rates to attract new members and,…
Read MoreRecording: What’s New withBusiness Checking?BaZingBiz Checking
Download Presentation (PDF) The lifeblood of community banks and credit unions is SMBs because these businesses are the lifeblood of the communities these financial institutions serve. For the past two decades we’ve served more than 2 million customers and members and more than 400 community FIs, helping them deliver the best products and services to…
Read MoreRecording: Fintech Transformers Mid-Year Check-in
Download Presentation (PDF) In the ever-transforming battle for customers/members, fintechs seek to be the new rulers of the banking universe. And the tides have turned. From 2019 to 2022, digital banks have the largest growth rates of primary relationships. Now, for the first time ever, more consumers in the Gen Y and Gen Z age…
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