Posts by Steve Kizer
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…
Read MorePresentation: Becoming the Amazon Prime of Checking
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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 MorePresentation: Close Encounters of the Fintech Kind
Download Presentation If it feels like fintech apps are taking over the minds of your consumers and changing the definition of financial service and advice—you might be right. How do they do it? Through live demonstrations of today’s trending apps, we’ll examine how the major fintechs are using subscriptions and incorporating data to pioneer recurring,…
Read MoreThe Scoop: Hot Takes on Today’s Retail Banking Issues
June 30, 2022 The issues bankers face regarding modern retail banking products and strategies aren’t for the faint-hearted. You have to make decisions with conviction and then be able to zig when you need to and zag when you have to. Otherwise, your FI will fall behind. And catching up isn’t easy. Here’s our scoop…
Read MoreClient Story with John Kenjar, US Eagle: Implementing a Subscription Model to Bolster Value
John Kenjar, has been the VP Marketing & Community Outreach at US Eagle FCU in Albuquerque, New Mexico since 2018, where he’s earned Winner 2021 CUNA Marketing Professional of the Year, and also Winner 2021 CUNA Marketing Strategy of the Year. We had a chance to sit down and talk about some of the…
Read MoreThe Scoop: The Future of Checking Accounts
May 18, 2022 With fundamental financial changes reverberating around the globe, one thing we don’t anticipate will change is demand for checking accounts and the march forward of digital product delivery. Here’s our scoop on the latest industry news. The Future of Checking Accounts Whatever they’re called in the future, checking accounts remain a primary…
Read MoreStrategyCorps and Rate Reset Announce a Powerful New Strategic Partnership
BRENTWOOD, TN (May 19, 2022) — StrategyCorps is thrilled to announce a new strategic partnership with lending technology leader Rate Reset. The combination is the next logical step for two leaders in their respective fields to join forces to improve banks’ and credit unions’ ability to serve their customers and members. Both executive teams recognize…
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