Research

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…

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…

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…

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…

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…

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…

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…