periodically, members of our team are invited to share their insights
with various industry resources and publications.
Jim Perry joined Stessa Cohen, Efi Pylarinou, Barb MacLean for a LinkedIn Live Discussion of 'The #Metaverse Economy' by Arunkumar Krishnakumar & Theodora Lau
Jim Perry spoke with Dan Novalis & Chris Bates on their Bank Marketing Show podcast on How to Be Customer-Centric in Today’s Dynamic Marketplace
Jim Perry spoke with Steven Ramirez and Finovate at Finovate Fall 2023 and shared two critical areas that banks need to pay attention to today: diversity and their connection to their customers.
Joe Sullivan spoke with CUBroadcast's Mike Lawson at ACUC on how financial institutions can deepen the human connection.
Joe Sullivan shared his thoughts on Navigating Change and Building Resilience in Banking with Jack Hubbard on his Modern Banker program.
Jim Perry shared his thoughts “Digitalization vs. Digital Transformation” with Bryan Clagett on BadAssBanking.
Jim Perry spoke about the causes and results of Spring 2023 banking crisis with Ken Kraetzer for #CbsiTalkingBusiness.
Joe Sullivan on marketing and connecting with the customer following a presentation at the ABA Bank Marketing Conference.
2024
26 February 24 - Joe Sullivan offered a preview of his Financial Brand Forum presentation How to Navigate the Coming Storm of Demographic Disruption to reporter Sean Allocca.
2023
07 November 23 - Jim Perry spoke with Penny Crosman on the American Banker podcast about how community banks can use tech to stay relevant.
29 August 23 - Jim Perry spoke with 💯 Jim Marous on the Banking Transformed podcast 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. Hint: data-enabled customer focus + adaptive culture.
20 July 23 - Jim Perry was quoted in a S&P Global Market Intelligence story entitled A breakup plan can help protect banks from fintech-failure fallout.
19 May 23 - Jim Perry was quoted in a Reuters news story entitled US banks rethink social media as a threat, not a marketing tool.
1 January 23 - Jim Perry shared thoughts on Workforce Diversity in the Jan/Feb issue of Michigan Bankers Association Banking magazine.
2022
20 October 22 - Jim Perry was quoted in a Financial Brand post entitled Digital Banking Transformation Requires Back Office Evolution.
1 October 22 - Jim Perry’s article on Workforce Diversity was included in the Fall Edition of Ohio Bankers League’s Ohio Record.
18 August 22 - Joe Sullivan shared his thoughts on how digital accessibility will shape the future of banking with the Ohio Society of CPAs.
6 July 22 - Jim Perry shared Assess, Adjust, Activate: The AAA Approach to Digital Transformation on LinkedIn
7 June 22 - Jim Perry contributed to OFF THE MAP: The Bank Leaders’ Guide to Data Transformation (a publication by Deluxe).
31 January 22 - Jim Perry spoke with Ken Kraetzer on his #cbsiTalkingBusiness podcast about some of the issues bankers are facing as they start the new year. View on YouTube.
18 January 22 - Jim Perry spoke with Ned Miller of 3rd Act Sales on his "Ned Talks" program about integrating digital and human elements into your bank’s value proposition.
Material shared prior to January 1, 2022 may be found in the Insights Archive.
Jim Perry, Jim Marous, Brett King and Ron Shevlin contributed to Alkami’s 'Strategies and Budgeting for Financial Institutions', a playbook for banks & creditunions to tackle the challenges of 2024 head on.
