here is a list of insights shared with various industry resources
and publications prior to 2022
2021
29 September 21 - Joe Sullivan spoke with Trent Meyer for the Federal Home Loan Bank of Topeka’s BankStatements podcast about Empathy and Transparency are the New Normal for Financial Institutions.
28 September 21 - Joe Sullivan spoke with Douglas Longenecker on the Brave Business Triumphs podcast about several issues such as finding tech-savvy talent, data strategies, branch strategies, evolving customer preferences and more.
03 August 21 - Jim Perry spoke with Theodora Lau and Brad Leimer on their One Vision podcast: One size doesn’t fit all — even in the days of digital banking.
17 May 21 - Jim Perry shared his thoughts on community banking trends with Talking Business with Ken Kraetzer
31 March 21 - Jim Perry offered his perspective on How Big Do Credit Unions Have to Be to Survive? for the Financial Brand.
22 February 21 - Joe Sullivan shares his insights on the future of in-person banking in this Financial Brand article: Why Bankers Won’t Ditch Branches, Despite Digital’s Explosive Growth
01 February 21 - Texas Bankers Association shares an article by Joe Sullivan on Creating Innovation in a Post-Pandemic Environment.
2020
13 October 20 - Joe Sullivan shares his insights on strategic planning in this Financial Brand article: How the #$%& Do You Build Your 2021 Strategic Plan During COVID-19?
12 October 20 - CRMNEXT’s James Gilbert spoke with Jim Perry on the Banking On Experience podcast about How FI’s Can Lead Digital Disruption
1 September 20 - Jim Perry shared his thoughts “Digitalization vs. Digital Transformation” with Bryan Clagett on BadAssBanking.
31 August 20 - The Growing Importance of Digital Lending
Jim Perry spoke with TurnKey Lender’s Jeffrey Ward via the LinkedIn Live Learning from Leaders.
3 February 2020 - Is It Game Over for Community Financial Institutions? Jim Perry contributes insights to The Financial Brand’s look at the future for community financial institutions.
22 January 2020 - How Google Keeps Changing Financial Marketing. Joe Sullivan contributes insights to The Financial Brand’s look at Google’s massive influence over how consumers connect with financial brands.
2019
8 July 2019 - Lagging Banks & Credit Unions Can Still Catch Up with Digital Disruption. In this Financial Brand article, Jim Perry shares three important steps that community banks and credit unions should take if they’ve been slow to grasp the tectonic changes happening as digitization takes over financial services.
17 June 2019 - Following a speech at NEFMA’s Spring Conference, Jim Perry was interview by Bank New England for an article about 5 Big Ideas for Bank Marketing.
4 February 2019 - Wells Fargo Unveils New Logo to Rebuild Its Battered Brand. Joe Sullivan contributes insights to The Financial Brand on Wells’ effort to rehabilitate its image and rebuild consumer trust.
15 January 2019 - Top Branch Trends for Banks and Credit Unions in 2019. Joe Sullivan contributes insights on the fate and future of the brick-and-mortar channel in banking to The Financial Brand.
11 January 2019 - Hey Nineteen! The Financial Managers Society interviewed Joe Sullivan on what will have the biggest impact on community banks and credit unions in 2019.
7 January 2019 - Top 10 Retail Banking Trends and Predictions for 2019. Jim Perry and Joe Sullivan are among a panel of financial services influencers, industry analysts and banking providers that contributed to this annual report for Digital Banking Report and The Financial Brand.
2018
Joe Sullivan spoke at The Financial Brand Forum in 2018 on the importance of deepening human connection through the banking experience.
17 September 2018 - 7 Big Strategic Planning Questions Bankers Must Be Asking Now for The Financial Brand
24 April 2018 - The Digital Dynamic for The Financial Managers Society, Inc.
1 January 2018 - Market Planning 2018 for St. Meyer & Hubbard
2017
14 February 2017 - 3 Reasons Employees Aren’t Fired Up About Your Brand’s Culture for The Financial Brand
2016
9 December 2016 - The Future of Small Town Banking for Michigan Bankers Association's mbaBanking
15 August 2016 - Modern Demographic Cohorts, Defined By Expectations, Want The Same Things From FIs for #BankSocial
29 June 2016 - Generation Z: Connecting With America’s Next Greatest Generation for #BankSocial
24 March 2016 - 3 Tips To Strengthen Your FI's Social Media Engagement for #BankSocial
20 January 2016 - Are You Ready for Branch Transformation? interview with Training Matters' Honey Shelton
14 January 2016 - Social Media Success Starts With Solid Content Marketing for #BankSocial
2015
02 December 2015 - Know Your Market: The Key To A Successful Social Media Strategy for #BankSocial
2014
06 May 2014 - Evolve or Die: 3 Steps Small Banks & Credit Unions Must Take Now for The Financial Brand
05 March 2014 - 5 Tricks to Becoming a Financial Marketing Entrepreneur for The Financial Brand
30 January 2014 - How Banks Can Better Connect With Boomers for The Financial Brand
2013
16 December 2013 - 4 Ways Financial Institutions Can Build a Brand-Driven Internal Culture for The Financial Brand
2012
6 April 2012 - Purpose, Passion and Profits for The Financial Brand