The Future of Banking – are you ready for 2030?

(Co-authored by Tim Scholten & Aaron Schulman) Let’s be honest- no one really knows what will happen in the next 10 years with our economy and the entire banking system… however, doing the same thing and expecting different results is the definition of “insanity”....

Universal Banker Model – Time for a “Re-set”?

Pre-Covid, many community and regional banks had already transitioned (or attempted) to the Universal Banker (UB) delivery model in their branches.  The realization (or not) of declared objectives and/or value from these change initiatives has been questionable.  ...

The 6 Keys to a Strategic Plan for Community Banks

In this article we share the 6 keys for a winning strategic plan for community banks, and the Market-Beating Strategy workbook to help your team get flawless execution and whole-team buy-in. This article includes: – Target Customers – Products –...