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Strategist & Speaker - helping community banks & CUs with insights & data-driven strategies. Tracking/shaping/amplifying global trends in #banking & #fintech!
Wishing happiness and prosperity to all friends and followers who celebrate Chinese New Year!
Did you know that the iconic lions in front of the Art Institute of Chicago were installed in 1894? They had been commissioned by Mrs. Henry Field. Talk about the Gilded Age! This year is the 32nd year they have donned festive wreaths for the holiday season.
Time to wrap up and get ready for #Thanksgiving. I'm sincerely grateful for the many moments of connection this year with clients, colleagues, friends and followers. I love what I do, and you add so much to my enjoyment of the journey. #ThankYou!
I appreciated the opportunity to share a few insights with @beyondthearc's Steven Ramirez and @Finovate at #FinovateFall about some of the most critical areas that banks need to pay attention to today: diversity and their connection to their customers. buff.ly/49hWKI5
So pleased to moderate a panel on diversity & belonging with TJ Castro Lim, Samantha Reichstein & Joshua Price at #Money2020USA's Amplify/RiseUp initiative this morning. It is inspiring to share a stage with these champions of #DEIB across the money ecosystem.
The stage is set for Money20/20 USA. I will arrive there tomorrow morning and speak on Tuesday. This will be such a fun week!

Now Available!! 'Strategies and Budgeting for #FinancialInstitutions'.
@BrettKing, @JimMarous, @rshevlin and I shared insights in Alkami's new playbook to help #banks & #creditunions tackle the challenges of 2024 head on. 

Download your copy here: https://info.alkami.com/l/778723/2023-10-17/35z2cm?utm_content=buffer9b906&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer

Happy to share my thoughts on diversity, equity and inclusion with @Finovate's David Penn at #Finovate. In banking, we know how to utilize data and analytics in decision-making. Apply that same discipline to #DEI.
"The younger the person I interview for a role, the more likely they are to ask about our company’s carbon footprint, gender and racial diversity...to actually care about things we, as an industry, have long treated as a tick-box exercise." 💯@LedaGlyptis https://www.fintechfutures.com/2023/08/tourists/?utm_content=bufferde2ed&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
I really enjoyed my conversation with 💯 Jim Marous about how community #banks and #creditunions can best co-exist in a marketplace that includes regional and national banks, tech companies, #fintech firms and even non-financial players. https://thefinancialbrand.com/banking-podcasts/community-financial-institutions-going-beyond-being-friendly-banking-podcast/?smedia-twt-jm
Hint: data-enabled customer focus + adaptive culture.
Community Financial Institutions: Going Beyond Being Friendly

Community bank must leverage data, AI and composable solutions to create personalized engagement that will compete with larger competitors.

The Financial Brand