William Mills

SEPTEMBER 28, 2017

Fintech consultant and best-selling author David Peterson joined Glenn as a keynote speaker at this year’s event. Channeling his experiences gained over thirty years in the financial industry, he discussed security, payments, digital branch strategy and digital personalization.

Conference 40

Conference San Diego Branch Strategies Fintech 40

Independent Banker

JULY 31, 2022

During the pandemic, the Fed bought up massive numbers of mortgage-backed securities, with banks enjoying unprecedented sales levels and gain on sales margins. Consider your branch strategy. The days of people coming in to cash their Social Security checks—those are pretty much gone. Rightsize mortgage departments.

Strategy 135

Strategy Community Bank Louisville Community 135

The Financial Brand

JANUARY 23, 2017

With the goal of profitability and an enhanced customer experience, strategies and investments should focus on digital channels not branches.

Customer Experience 12

Customer Experience Industry Strategy Branch Strategies 12

American Banker

AUGUST 18, 2016

Find out what he thinks about customer expectations, bots, fintechs and the coming convergence of digital banking. The regional bank has consolidated all of its digital operations under a single leader.

Regional 28

Regional Digital Banking Fintech Operations 28