Recording: 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…

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Client 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,…

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Recording: 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…

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Recording: 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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Recording: Reinvent your small business checking

Download Presentation (PDF) The competition for small business customers is intense because every FI wants (needs) to grow small business customers. But most FIs lack compelling products that are different and will influence a busy small business owner to start a new banking relationship or stay with their existing one. Join Ron Shevlin and Dave…

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Clip: A Conversation with John Hanley of Equity Bank

Equity Bank is a $5B full-service community bank with offices throughout Kansas, Missouri, Arkansas, and Oklahoma. They offer a full range of financial solutions, including commercial loans, consumer banking, mortgage loans, and treasury management services. Today, we’re talking about checking accounts with Equity Bank SVP and Senior Director of Marketing John Hanley. John, who has…

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Recording: How Are Bankers Planning for
This Year’s Revenue Challenges?

Download Mike’s Presentation (PDF) You can get your free copy of the survey results here. Industry researchers, investors, stock analysts, and major media outlets are telling a consistent story – 2023 will be a challenging year for financial institutions. This media echo chamber got us wondering – what are actual frontline banking executives thinking? And…

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Recording: Fintech Transformers – Rise of Primacy

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 groups name a…

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Recording: The Best of Mobile CX & Fintech Apps

Here’s your opportunity to see how fintech apps are taking over the minds of today’s consumers and changing the definition of financial advice. StrategyCorps’ Dave DeFazio demonstrates trending apps like Robinhood, Cash App, SoFi, and Affirm to better understand the new features that are increasing competitive pressures on today’s banking products. He shares ongoing research…

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Presentation: Bye Bye Primary FI?

Download Slides Why primary relationships still matter and how to identify, optimize and lock them down. Is it still realistic to expect to be the primary financial institution for consumers who have so many choices where to bank? Does it still even matter if your financial institution is the primary one for consumers? The answer…

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