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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Primacy: The Bigfoot of Banking

With the acceleration of digital banking, we’ve heard a lot about customer primacy (or primary account holders). By Gregg Early   But as we asked bankers around the country about this, we seem to get a number of answers and non-answers. Almost to a person all of them say that maintaining and expanding primary accounts…

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BadAssBanking: 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…

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Adapt or Die Is More Than Metaphor in This New Digital Banking World

By Gregg Early There is no doubt that the banking and financial services industry has transformed significantly since 2008. On a broader scale you can see from the chart below that the only asset size that’s really gaining any ground in recent years are the mega banks. Source: Next City And no community bank or…

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Cornerstone Advisors and StrategyCorps Share a New Report on Addressing the Revenue Recession and Embedded Fintech Solutions for Banks and Credit Unions

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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…

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Presentation: 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,…

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The 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…

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