Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I Engaging Leadership Inspires Collaboration and Teamwork.

Technology 441

Technology Austin Leadership US 441

Gonzobanker

JULY 20, 2022

Bank executives are coming to understand that in today’s world, the customer experience (CX) is the product, although not all have made a serious commitment to address newfound competition. The bottom line is this: most banks lack the true management leadership and operating disciplines necessary to execute successfully on digital.

Digital Strategies 173

Digital Strategies Strategy Leadership Customer Experience 173

Perficient

MAY 28, 2020

J oin our community for career tips, upcoming opportunities, and to keep up with all things Life at Perficient. With the easy to use interface and unique layer cake design, implementation could be done in a few different ways, so it was fun to discuss how and why each way was best.” — Lindsay Denton , Project Manager, Healthcare.

Leadership 467

Leadership Groups DC Management 467

PYMNTS

JANUARY 30, 2020

We are excited to build on our cooperation with Farfetch and support the company as it accelerates its growth in China and enhances its customer experience and offerings in the region,” said Martin Lau, Tencent’s president. Tencent is helping the company reach the market through its WeChat platform. “We

San Francisco 228

San Francisco Leadership Technology Branding 228

Gonzobanker

APRIL 25, 2024

Once upon a time, First Southern Farmers, Merchants & Community Bank & Trust (or FSFMCBT, for short), a community bank in Anytown, USA, was renowned for its neighborly charm. When Calvin DoRight founded the bank in 1948, delivering exceptional customer service was his dream. Fast forward to modern times, when Thomas B.

System 133

System Training Community Bank Management 133

Abrigo

MAY 5, 2022

Thankfully for bank and credit union executives, lenders, risk managers, and Bank Secrecy Act (BSA) Officers, banking podcasts and podcasts for credit unions are plentiful, and options are growing. Other podcasts might be internationally based and of little interest to community financial institutions or credit unions based in the U.S.

Community 195

Community Lending Maine Resources 195

PYMNTS

JANUARY 22, 2021

In " A Look Forward: What Executives Wish for America and the World in 2021 ," Doug Brown, senior vice president and general manager, NCR Digital Banking , discusses how financial institutions should evolve to remain relevant and build customers' trust. Data and personalization was the key to helping customers in 2020.

Innovation 172

Innovation Tools Leadership Customer Experience 172

FICO

MARCH 28, 2023

I founded a FICO Women Leaders initiative that uses networking and the power of community to help women succeed as leaders in a highly complex technology firm. FICO has customers worldwide, and I am intent on increasing opportunities for women in technology and financial services. Join us there!

Leadership 52

Leadership Software Community Florida 52

Gonzobanker

DECEMBER 19, 2022

Hats off to Thomas Shara at Lakeland and Tony Labozzetta of Provident for architecting the new $25 billion super-community bank in New Jersey. There’s nothing more Gonzo than a CEO who simply bleeds the soul of front-line relationship managers, and Brager could write a bestselling book on this topic. merges with Lakeland Bancorp.

Community 216

Community Fintech Industry Innovation 216

Abrigo

FEBRUARY 23, 2022

Another option is to make small business lending more efficient and borrower-friendly so that the financial institution can win, process, and manage more loans without big increases in staffing or other expenses. Knowing Your Customer. Jump-Start Digital Transformation with Change Management. Credit Risk Management.

How To 195

How To Lending Software Survey 195

Gonzobanker

DECEMBER 14, 2023

Meanwhile, technology changes continued at a breakneck pace, with generative AI the biggest topic around management tables. Our Troublemaker clients reacted to all this mayhem by keeping their focus on customers, making good loans, sticking to their digital transformation strategies, developing employees and giving back to their communities.

Fintech 194

Fintech Community Regional Technology 194

Independent Banker

DECEMBER 31, 2022

We recently spoke with community bank CEOs from across the country to gain insights on how they’re proactively positioning to manage risks and take advantage of growth opportunities in the coming year. Following some respite in 2022, community bankers are bracing for a tougher economic landscape ahead in 2023. Koger Propst.

Community Bank 91

Community Bank Community Tampa North Carolina 91

Gonzobanker

MARCH 22, 2023

Here are seven key areas where bank executives need action plans to address burning challenges: Communication – Bankers have been working to calm their customers and community, but the quantity and quality haven’t yet met the standard in an always-on social media world where the public is sniffing for transparency and authenticity.

social media 78

social media Capital Risk Management Strategy 78

Perficient

SEPTEMBER 29, 2020

“Consumer-centric experience” has become a buzzword in healthcare circles. In fact, working with healthcare organizations across the country, I hear from leadership over and over again: I want to create the Amazon experience! Gina receives nurture emails, first around management, then progressing toward a focus on surgery.

social media 294

social media System Retail Online 294

Gonzobanker

JULY 10, 2020

Community-based institutions have unique circumstances (and personal viewpoints) that impact how they see the world in the future and what planning will look like for them. Now that the PPP frenzy is over, get ahead of your next loan opportunity and start managing your portfolios. Will an ITM or ATM be enough to retain customers?

Risk Management 88

Risk Management Capital Strategy social media 88

Independent Banker

FEBRUARY 3, 2016

With competition heating up in today’s financial industry, it’s more important than ever to truly understand your customers in order to win the race for profitability. But, what about those customers who maintain accounts outside of your institution? And the key to fulfilling that quest for knowledge is accurate data.

Leadership 70

Leadership Customer Experience Management Data 70

Perficient

MAY 21, 2021

Perficient Bright Paths is a program designed to advance STEM education and career opportunities for underrepresented constituencies and communities. Prior to Bright Paths, she earned a year’s worth of experience working in technology around software engineering projects as a Product Manager. Bright Paths Project: Plenti.

Milwaukee 348

Milwaukee Software Course Detroit 348

Gonzobanker

DECEMBER 17, 2021

Congrats to Randy and a great management team. After leading a great and vibrant organization at Andrews Federal Credit Union, Jim and his family have taken on a new adventure, and the Gonzo team is confident Jim’s ambition and transparent leadership style will be welcome in Raleigh, N.C. Lifetime Leadership Achievement Awards.

Fintech 142

Fintech Strategy Leadership Lending 142

Gonzobanker

DECEMBER 22, 2020

Banks and credit unions had to fundamentally change their delivery, support and relationship management models at scopes and speeds that were unheard of. And how did community banks and credit unions respond to the COVID craziness? Jill is continually demonstrating just how loud a $300 million community bank can roar!

Idaho 170

Idaho Community Industry Strategy 170

Gonzobanker

DECEMBER 20, 2019

Mark Turner, Executive Chairman of the Board, WSFS Bank – We have to give the nod to an early 2019 retirement of Turner, who had one hell of a run in 12 years at the helm of a great community and wealth bank. billion of assets under management. billion of assets under management. WSFS – Stock Price Under Mark Turner.

Idaho 148

Idaho Conference Data Marketing 148

Gonzobanker

MAY 8, 2020

So far, bankers have taken comfort in the soundbite that “this crisis is different” because of the strong capital levels and risk management rigor that has developed since the Great Recession. As the large banks announce freezing lending in some sectors, community and mid-size banks should bring more data and common sense to the table.

Lending 103

Lending Analytics Analysis Capital 103

Gonzobanker

MARCH 30, 2017

Community banks and credit unions across the country are struggling with the evolving role of the contact center and technological change while also attempting to keep up with call volumes and service levels. In the modern age of banking, a bank’s contact center reps might be the only human that most customers will directly interact with!

Customer Experience 60

Customer Experience Training Community Bank Community 60

Gonzobanker

MARCH 30, 2017

Community banks and credit unions across the country are struggling with the evolving role of the contact center and technological change while also attempting to keep up with call volumes and service levels. In the modern age of banking, a bank’s contact center reps might be the only human that most customers will directly interact with!

Customer Experience 60

Customer Experience Training Community Bank Community 60

PopularBank

FEBRUARY 25, 2020

Trainees receive close mentorship from managers and advisors, participate in leadership and community activities and initiate specific projects and solutions for different business areas of the organization. The exposure to senior management. What was the best part of the program? They have an open-door policy.

Puerto Rico 52

Puerto Rico Austin Study Meeting 52

Gonzobanker

FEBRUARY 7, 2018

Big announcements like JP Morgan Chase’s to hike the pay of 22,000 workers and build 400 new branches certainly had bankers inspired to show some level of investment and even civic leadership from the tax break. Sarver grew Alliance from a small $700 million community bank acquisition to a $20 billion powerhouse in less than 15 years.

Taxes 75

Taxes Video Analytics Arkansas 75

Bussman Advisory

SEPTEMBER 11, 2017

Services tend to be splintered across multiple channels, making for a disjointed customer experience. In a world of trillions of nanosecond micropayments and smart contracts, we think banks will increasingly be seen as trusted providers and fraud risk managers, for instance. Be ready for next-generation business models.

Industry 64

Industry Innovation Fintech Leadership 64

CB Insights

FEBRUARY 13, 2020

Stripe’s early success in acquiring customers was largely due to its mass appeal to the developer community. Leadership and board members. Stripe Connect and billing services help companies manage marketplaces, subscriptions. Stripe Billing optimizes subscription and invoice management. Market opportunity.

Online 98

Online Company Retail Payments 98

Gonzobanker

NOVEMBER 18, 2014

With a focus on digital banking and branch transformation, it was interesting to see the attendee list with lots of sexy new customer experience and analytics titles. Where’s the creativity and product leadership, folks? Man, we need some vision and leadership here. General Sessions. Two jumped out.

Chicago 97

Chicago Retail Branch Design Training 97

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn.

Utah 60

Utah System Community Marketing 60

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Hats off to a decade of strong leadership and hard work. Gonzo Lifetime Leadership Award – John Glenn.

Utah 60

Utah System Community Marketing 60

CB Insights

OCTOBER 16, 2018

And nowhere is Bezos’ philosophy of business, technology, and leadership better articulated than in his annual shareholder letters, which he has written every year since the company’s IPO in 1997. When you abstract a task into a process, it’s easy to start managing to the process rather than to the outcome you want.

Customer Experience 78

Customer Experience Innovation Company Technology 78