Posts by Steve Kizer
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…
Read More
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…
Read More5 Steps to Up Your Engagement Marketing Efforts
Attract and retain consumers with engaging benefits and a plan to educate people about it By Trae Turner It’s not breaking news that people’s lives are tied to their mobile devices. Look around. Whether it’s a phone, tablet or laptop, it seems wherever you go, people are incorporating their lives in one place…
Read MoreRecording: 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…
Read MoreRecording: 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…
Read MorePresentation: 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…
Read MorePresentation: Becoming the Amazon Prime of Checking
Download Presentation
Read MoreBadAssBanking: How to Make Checking Profitable & Relevant
Watch Video Bryan Clagett spent some time with Gregg Early from Moven and Mike Branton, Partner at StrategyCorps. This episode is a reminder that the checking account, often referred to as a “Paycheck Motel” by Ron Shevlin, is a hub of financial activity. The subscription economy as changed customer expectations. Research presented in this video…
Read MoreCornerstone Advisors and StrategyCorps Share a New Report on Addressing the Revenue Recession and Embedded Fintech Solutions for Banks and Credit Unions
BRENTWOOD, TN (August 3, 2022) — In a new research report, co-created by Cornerstone Advisors’ Ron Shevlin and StrategyCorps, Creating a Fintech Revenue Engine provides compelling insights and solutions to address the revenue recession driven by declining fee income and waning interchange income. The report is crucial for banks and credit unions hoping to remain…
Read MoreRecording: How Banks and Credit Unions Can Create a Fintech Revenue Engine with Embedded Fintech
This June 24th webinar from banking and fintech experts, Ron Shevlin of Cornerstone Advisors and Dave DeFazio of StrategyCorps provides essential insight for banking and credit union professionals. The webinar is based on a new research report, Creating a Fintech Subscription Engine, developed in partnership with Cornerstone Advisors and StrategyCorp.
Read More