A Passion for Banking Strategy

How Fintech is Transforming Primary Financial Institutions
to Primary Financial Interactions

Dave DeFazio

StrategyCorps Partner

Get in touch

StrategyCorps partner Dave DeFazio downloads banking apps for fun. On the weekend. And talks about them at dinner with his family. Armed with a passion for banking strategy, StrategyCorps partner Dave has found great success and satisfaction in exploring the intersection of data, marketing, and technology.

At StrategyCorps, Dave leads and manages the company’s direct sales efforts while working directly with financial institutions to design, build, and implement a variety of checking solutions in an increasingly mobile-centric world. Dave’s extensive financial services experience and continuous research in the field help him ensure each product and service meets the needs of today’s financial institutions

Dave’s latest presentation, Fintech Transformers: Rise of Primacy, explores live demonstrations of the banking apps that are reimagining the definition of PFI as Primary Financial Interactions, instead of Primary Financial Institution, and changing consumer attitudes and banking behaviors.

This free, engaging session highlights 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 digital bank as their primary institution than all of the community banks and credit unions combined!

Reviews:

"Excellent and thought
provoking presentation!"

– 2022 BankDirector Acquire or Be Acquired Conference Attendee

“Fabulous! Dave was very
entertaining and informative.”

– 2018 Ohio Bankers League Technology Conference Attendee

"A real eye opener, which is needed at times. Especially in today’s world of digital."

– 2017 IBA Midwest Bank Leaders
Conference Attendee

Other popular topics our team is excited to present about for absolutely no fee include:

Fintech Transformers: Rise of Primacy
How fintech is transforming primary financial institutions to primary financial interactions.

Are Overdrafts Over?
The realities of reduced revenue from this primary source of fee income.

How to Be the Amazon Prime of Checking
How every major consumer industry has adopted a subscription pricing model, except the banking industry.

Amazon Prime Effect
Take an inside look at the newest version of our customizable mobile rewards solution we call BaZing to learn how it can bring subscription revenue to retail checking.

Planet of the Apps
Learn what's disrupting the banking industry and how you can get ahead of it.

King of the Hill
A live look at the tools fintech disruptors created to help tech-savvy consumers reimagine their everyday banking tasks while enticing them with new places to save their cash — instead of a checking account at your financial institution.

Close Encounters of the Fintech Kind
Your opportunity to see how fintech apps are taking over the minds of today’s consumers and changing the definition of financial advice.

More financial experts on our team
who can present about industry game-changing topics:

Mike Branton | StrategyCorps Partner

Mike directs overall corporate financial strategy and operations and is responsible for the bottom-line performance of the business. He's advised financial institutions and other professional services companies in the areas of strategic planning, mergers/acquisitions and solutions development. He's also been an investor and executive in technology, real estate development, engineering, and specialty insurance companies.

Adam Thompson | Director of Sales

With more than 10 years at StrategyCorps, Adam is driven by data analytics and market research to guide clients to the right product strategy to deepen relationships in their marketplace. Prior to joining StrategyCorps, Adam worked with the online sports news service Rivals.com, gaining a deep understanding of subscription strategies that drive engagement.

Ray Langen | Strategic Alliance Director

Ray manages StrategyCorps' strategic alliance group known as CorpsPartners, and works with financial institutions to design, build, and implement retail checking products and strategies. He has served as as director of marketing for a community bank and on the marketing board for the Illinois Bankers Association and was a partner/owner at a custom publishing company.