How Banks & Credit Unions can Improve Employee Engagement with Salesforce Financial Services Cloud
Banks and credit unions around the country are facing technological challenges as they explore opportunities to increase effectiveness and streamline processes within their bank operations teams. Many regional banks have significant technical debt and siloed systems of record which seriously limits their ability to make fast, data-driven decisions. On top of technological challenges, banking leaders […]
Data-First Banks: Creating Business Intelligence Throughout the Customer Journey
As we’ve explored in previous blogs, more regional and community banks are aspiring to become “Data First”—a modern bank that manages customer data as a business asset, rather than as a business byproduct. Once a bank has laid the groundwork to do this effectively, it can mine and use data as a raw material to […]
What CEOs recommend for building lasting digital transformation
Covid-19 created a new sense of urgency that business leaders have never experienced in their careers. Organizations were forced to either go into survival mode or pivot if they wanted to deliver real and sustainable financial results. Some organizations truly understood the meaning of the term “transformation” and have thrived in the new environment. After […]
Digital Transformation Starts with Data
Your customers are demanding more personalized experiences and immediate access to financial tools and services The noise around Digital Transformation for Banks and Credit Unions can be deafening. Mobile banking, online banking, chatbots, Artificial Intelligence (AI), machine learning, crypto, the list goes on and on….and on. If you feel like you’re drinking from the Fintech […]
How you can optimize digital transformation plans
Covid-19 brought a whole new meaning to digital transformation because it created a sense of urgency that business leaders had never experienced in their careers. These major changes had the potential to either diverge from any digital transformation efforts or attempt to turn the crisis into an opportunity. CEOs have recognized that current business models […]
Three Things Bankers are Doing to Increase Their Focus on People
By: Larsen Chung We hosted a roundtable of bankers from across the US last week and while we had some good laughs about our various sports team predictions for 2021 and a few (not so) bold bets about crypto and digital assets, there were three topics that stood out to me. Each one has come […]
People, Process, Technology – How One Bank Advanced in 2020
Penn Community Bank, a $2.5 billion mutual bank, provides banking, lending, and investment solutions for customers throughout Southeastern Pennsylvania, and is the region’s largest locally run mutual bank. Executive Vice President and Chief Administrative Officer, Diane Brown, joined us on a recent Fortimize Focus panel discussion to share insights gathered during the last few months […]
Preparation, Leadership & A Little Luck Help Bankmobile Thrive
Bankmobile is a nationwide, completely digital bank, offering accessible and affordable consumer and commercial financial solutions that empower people to take control of their financial future. Bankmobile’s COO, Bob Diegel participated in a recent Fortimize Focus panel discussion, where he shared how Bankmobile’s unique culture and approach to banking helped the company thrive during the […]
Advancing Digital Transformation Despite Pandemic Challenges
Canandaigua National Bank & Trust is a $3.2B community bank in upstate New York. Annette Joyce, EVP of Technology & Project Management joined us in November for Fortimize Focus: Platform and Technology Solutions Driving Digital Transformation, where she shared her team’s aggressive technology roadmap for 2020 and how they managed to keep key projects going […]
Customers Bank Finds a Shift in Perspective
Customer’s Bank is a super-community bank with $18.8 billion in assets, offering commercial, consumer, and digital banking services across the country. Their CIO, Alex Balagour, joined us on a recent Fortimize Focus panel discussion to share insights gathered during the last few months of working from home. Banks around the world had to rethink working […]
