top of page

Digital Transformation

Guiding leaders through the challenges and opportunities of digitalization, emphasizing customer-centric approaches and operational efficiency to stay competitive.

American Banker: Financial health app brings community bank 400 account leads in 30 days

In the first 24 hours of Personified's launch to First United customers, 120 users clicked through to the account-opening page, intending to open a savings account. That number rose to 400 after 30 days.

American Banker: Financial health app brings community bank 400 account leads in 30 days

Bank Leaders and AI

So, what's the deal with AI? AI is here and if adopted correctly, it can be a real game changer for your institution. Let me tell you about the ways AI is already affecting banking and what your FI can do to get started.

Bank Leaders and AI

Banking on the Future: Opportunities and Hazards for Community FIs

Community banks and credit unions are approaching a time where they no longer are the most trusted institution for their community.

Banking on the Future: Opportunities and Hazards for Community FIs

Bespoke Banking: Crafting Experiences for the Modern Customer Wishlist

It's not just about banking; it's about delivering an experience that matches the pace of the modern user. Dive into the need for real-time solutions, personalization, and improving financial wellness.

Bespoke Banking: Crafting Experiences for the Modern Customer Wishlist

Bridging the Humanology Gap

How do we bridge the “Humanology Gap” in banking? This gap is the difference between the people that we have working for us today and the technology we need to be able to deploy for our customers tomorrow.

Bridging the Humanology Gap

Can Simplifying Account Opening Win Customer Loyalty?

To stay competitive in the digital era, financial institutions must transform their account opening process. Discover how combining speed and efficiency can fast-track success for your financial institution.

Can Simplifying Account Opening Win Customer Loyalty?

Cross-sells and Upsells: The Banking Goldmine

In an age where customers are fully digital, how do you increase those cross-sells and upsells in an environment your customers spend little to no time? That, my friends, is the right question to ask those vendors.

Cross-sells and Upsells: The Banking Goldmine

Deposit Gap

Is the Deposit Gap an opportunity or a problem??
It's clear that with the right mindset and strategies, financial institutions can turn this gap into a golden opportunity. By blending tradition with innovation and embracing technology while maintaining a personal touch, banks can create a financial future that benefits everyone.

Deposit Gap

Digital Transformation: A Roadmap for Community Banks and Credit Unions

How to make digital transformation work for your FI!

Digital Transformation: A Roadmap for Community Banks and Credit Unions

Embracing the Digital Frontier: A Guide for Community Banks and Credit Unions

Did you know that your digital branch is no longer a sunk cost? It presents a golden opportunity for community banks and credit unions to thrive and become highly profitable.

Embracing the Digital Frontier: A Guide for Community Banks and Credit Unions

How Is Traditional Banking Adapting To Stay Relevant In The Digital Age?

Traditional banking isn't fading away, it's evolving. Discover the strategies behind their resilience and relevance in our latest blog.

How Is Traditional Banking Adapting To Stay Relevant In The Digital Age?

Humanizing Digital Banking: The Fusion of Empathy and Innovation

It's not about moving money; it's about moving people. Explore how a culture of empathy and innovation transforms digital banking, creating meaningful stories and improving lives.

Humanizing Digital Banking: The Fusion of Empathy and Innovation

Innovate or Lose the Visionaries

Gen Z and Millennials are reshaping the financial landscape. Don't risk losing customers due to a lack of innovation.

Innovate or Lose the Visionaries

Let The Bots Do It

Welcome Benjamin Maxim onto the stage for some insights on navigating the automation revolution and its transformative impact on financial institutions. Tap into topics from the rise of AI to the power of RPA, and how community financial institutions like his very own MSUFCU are leveraging technology to stay ahead in this evolving industry.

Let The Bots Do It

Mastering Technological Evolution: Community Banks and Credit Unions

Your customers, your staff, everyone has a voice. It's time to take their feedback and turn it into FUEL for success.

Mastering Technological Evolution: Community Banks and Credit Unions

Navigating Technology Budgets: A Guide for Community Banks and Credit Unions

Here are some insights on the best practices to cater to your customer's needs when it comes to digital banking.

Navigating Technology Budgets: A Guide for Community Banks and Credit Unions

Neobanks - Friend or Foe?

Neobanks - friend or foe? What if I told you it was actually both. A recent FinXTech survey from bankers listed Neobanks as one of the most significant threats facing banks and credit unions. Why are they so scary? Because with zero branches and low overhead, they are incredibly good at taking away customers and their dollars!

Neobanks - Friend or Foe?

Revolutionize Your Financial Institution's Digital Transformation with Finotta

Digital transformation is a critical goal for financial institutions looking to remain competitive in today's fast-paced digital world. But how do you start such a daunting task?

Revolutionize Your Financial Institution's Digital Transformation with Finotta

Save Banking

What if we told you the way to save banking as we know it is to do the exact opposite of what we’ve been doing for the last thousand years?
Banking is no longer about what you’re doing inside your four walls. Instead, it is all about HOW and WHERE you show up in every aspect of your customer’s life!

Save Banking

Small Businesses, Big Needs: Understanding What Makes a Winning Mobile Banking App for SMBs

Small businesses are more than just scaled-down versions of large corporations. Their financial needs are unique and require a tailored approach to mobile banking.

Small Businesses, Big Needs: Understanding What Makes a Winning Mobile Banking App for SMBs
bottom of page