Empowering FIs

With 35 years of experience under her belt, Stephanie shares best practices for approaching challenges and opportunities in both her personal and professional life and how these lessons can set the stage for aspiring leaders. Inspired by a plethora of remarkable women leaders, learn how these insights can help shape the path to success.

The discontinuation of Mint is undoubtedly an opportunity, but it also signals a threat. Intuit, by way of Credit Karma, is coming after banks’ customers.

With agility, financial institutions can deliver speedy service, personalized experiences, and innovative solutions. Learn why rapid adaptability, cross-functional collaboration, and digital excellence are essential for thriving in this ever-evolving landscape.

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.

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.

The embedded fintech says its personalized financial guidance platform has helped boost user engagement on banks’ mobile apps, with sessions averaging 13 minutes per month.

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. In a world with dinosaur stacks and “we’ve always done it this way” mentalities, it can be a struggle and cause issues with onboarding new technology if you’re not careful.

Picture this: A marketing email arrives in your inbox and begins with “Dear [Your Name].” Does this catch your attention, or do you automatically put it in the trash? The era of superficial personalization is over.

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.

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.

When scrolling through social media is second nature, let's talk about how it's influencing our wallets. The curated portrayal of luxury and success can trigger impulsive spending, leading to financial strain. It's time for financial institutions to step up and empower users for a healthier financial future. Check out our insights on the digital age's financial challenges.

'No Spend January' CAN be a one-month challenge, but it can also be the first step toward a lifetime of improved financial well-being. Encourage and support your customers in January and beyond.

Gen Z lives in the digital realm, and so should your financial solutions. It's time to equip them with the tools and knowledge they need for financial success right at their fingertips.

Say goodbye to paperwork and hello to automated onboarding. Dive into the world of technology-driven customer integration.

Bankers are under tremendous pressure to find ways to attract and keep deposits on their balance sheet. One way for them to do so is by strengthening existing digital banking platforms to shift away from personal financial management tools, or PFMs, to personalized financial guidance, or PFG.

Financial stress isn’t just about dollars and cents—it takes a toll on mental health. This Mental Health May, let’s work together to provide the resources and encouragement needed to navigate through tough times.

Compliance isn't a hurdle; it's an opportunity. The future of finance is secure, efficient, and customer-driven.

We’re witnessing institutions across the nation excel at attracting new deposits. However, the real test lies in retaining these funds. The secret? Create deeper relationships with customers, offering additional services and personalizing their banking experience.

Nearly 40% of millennials and Gen Z say they will leave their bank or credit union because of a lack of technology. This is your wake-up call, and it’s time to answer.

ROI isn’t just numbers; it’s about impact! From risk management to scaling, we’ve got your roadmap to financial landscape success.