PYMNTS

DECEMBER 31, 2020

Businesses are accustomed to turning to their banks for access to payments services, so financial institutions (FIs) that wish to remain competitive need to be able to meet this need. Regional banks with $100 million to $250 billion in assets were likely to be in the process of adopting the rail or considering doing so.

Payments 168

Payments Resources Survey Examples 168

Abrigo

JULY 15, 2015

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice.

Management 150

Management Resources Capital Taxes 150

Tech and Finance

JULY 13, 2016

Regional and mid-tier banks face an uphill battle on the digital front, but have advantages they can capitalize on with some focus and determination. Alarm bells are sounding in boardrooms of regional and mid-tier banks across the U.S. Retail Banking Customer Satisfaction Study from J.D. Or at least they should be.

Regional 28

Regional Mobile Millennials Study 28

Independent Banker

APRIL 28, 2016

Rasmussen: Thirty-five of the 100 banks in my group agreed to participate in my surveys, and I receive 20 to 25 responses each month. The Houston region has seen substantial layoffs, and the daily headlines predict more will be announced. In fact, huge expansion projects are now underway across our region.

Dallas 131

Dallas Texas Houston Community 131

Jeff For Banks

MARCH 21, 2024

Our lives changed forever from this whole experience of the government’s declaration of a national emergency, leading to forced shutdowns of businesses and schools, mandated mask wearing, forcing 6-foot distances between people, travel restrictions, fear mongering with case and death counts, and forced vaccines/boosters.

Marketing 146

Marketing Policies Report Atlanta 146

Gonzobanker

OCTOBER 13, 2020

This fast pace has banks and credit unions contemplating how they can compete in this mobile “arms race” and what unique value smaller institutions can bring to the table. . With megabanks spending billions on digital investments each year, regional and community bank executives understand they cannot compete on resources.

Strategy 158

Strategy Digital Banking Digital Strategies Mobile 158

South State Correspondent

AUGUST 22, 2023

With a competitive offering, it will be easier to attract the small business and mid-sized companies that a bank needs to fuel its core growth. The opportunity for the product is that for an average community bank, 83% of their commercial, non-profit, and municipal customers are NOT using treasury management services.

Management 195

Management Community Bank Survey Community 195

Jeff For Banks

JUNE 11, 2018

Won by the national banks. With all of our hubris about how great community banking is compared to national banks, we are not winning market share from them. At lunch recently, he said that the battle for retail deposits has already been won. At an 80% retention rate, Charlie Sheen would call that #winning.

Taxes 60

Taxes Compliance Survey National 60

American Banker

MARCH 3, 2016

A new survey from seven regional Federal Reserve banks found that many small businesses are going online to access credit. But even when they are approved, applicants often end up dissatisfied because the loans carry high interest rates or have unfavorable repayment terms.

Online 28

Online Regional Survey Community Bank 28

Banking 2020

NOVEMBER 27, 2015

The newest banking survey from consulting giant Accenture confirms many existing notions about customer tastes and preferences, and the opportunities that await institutions able to process them. Meanwhile, the large regional or national banks are the biggest losers, saying sayonara to 16% in this customer age group.

Millennials 40

Millennials Survey social media Online 40

PYMNTS

MARCH 9, 2020

But given the rise of neobanks — FinTechs that are using banking services as the foundation for new ecosystems and Big Tech, which is exploring ways to extend their reach into banking and financial services — we thought we’d go back to first principles and ask consumers that simple question in relation to their primary banking relationship.

How To 232

How To Millennials ATM Fintech 232

American Banker

AUGUST 28, 2016

The Best Banks to Work For study is done with the Best Companies Group, which conducts extensive employee surveys and reviews employer reports on benefits and policies.

Study 28

Study Policies Survey Groups 28

American Banker

MAY 4, 2016

Small-business optimism has slipped slightly on concerns about growth prospects and the presidential election campaign, according to a Wells Fargo and Gallup survey conducted in early April.

Survey 28

Survey Community Bank Regional National 28

American Banker

JULY 31, 2016

In June, SourceMedia Research — an affiliate of American Banker — conducted a survey of 52 chief operating officers and other operations executives on a range of topics, including COOs' top priorities and what they think will be their future role.

Survey 31

Survey Trends Operations Data 31

Gonzobanker

DECEMBER 19, 2022

1 issue raised by CEOs in our surveys, bankers had to craft a new and compelling post-Covid value proposition to attract it. Hats off to Thomas Shara at Lakeland and Tony Labozzetta of Provident for architecting the new $25 billion super-community bank in New Jersey. The Smarter Bank Innovation Award. What a year.

Community 216

Community Fintech Industry Innovation 216

Jeff For Banks

APRIL 22, 2018

National housing indices continue to rise by +6% on a year-over-year basis and are projected to rise at least +5% during 2018, provided that long term mortgage rates do not spike and cut off demand. The Philadelphia Fed’s Business Outlook survey confirms this, with most of the survey results positive.

Marketing 60

Marketing Philadelphia social media Taxes 60