Research
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…
Read MoreRecording: 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…
Read MoreRecording: 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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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 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
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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,…
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