Digital Transformation

Learn how the world's leading banks are navigating digital transformation projects and how you can ensure success.

  • What Are SMBs Saying About Their FIs?

    What Are SMBs Saying About Their FIs?

    In this episode, Alex Habet sits with Dean Jenkins to discuss the takeaways from recent research into what small businesses say they need from their FIs and what they’re not getting today.

    Read more
  • Watch On Demand
  • Part Two: Winning With SMBs Is About More Than Just Technology

    Part Two: Winning With SMBs Is About More Than Just Technology

    In this week's podcast, Dallas Wells and Alex Habet continue their conversation about how financial institutions can best serve small businesses. There's no question that inserting technology into a r

    Read more
  • Winning With SMBs Is About More Than Just Technology

    Winning With SMBs Is About More Than Just Technology

    In this installment of The Purposeful Banker, Dallas Wells and Alex Habet get real about what it takes to serve today's small businesses.

    Read more
  • What a Long Strange Trip ...

    What a Long Strange Trip ...

    It's Jim Young's final appearance! He marks the occasion with Dallas Wells by going back to the beginning, more than six years ago, and comparing what commercial banking was like then, vs. now.

    Read more
  • SMB Lending: What the Economist's Survey Says

    SMB Lending: What the Economist's Survey Says

    Discussing the findings in the Economist's recent report: "What Is Shaping the Ecosystem of Small Business Lending?" It's based on a global survey of lenders from traditional FIs and fintechs.

    Read more
  • State of Commercial Banking 2022: Sneak Preview

    State of Commercial Banking 2022: Sneak Preview

    Gita Thollesson provides a look at what some of the insights coming up in the State of Commercial Banking: Jan. 2022 Market Analysis webinar and report.

    Read more
  • Introducing YieldBuilder and the BCG/Q2 Partnership

    Introducing YieldBuilder and the BCG/Q2 Partnership

    Discussing the recent BCG/Q2 partnership, as well as YieldBuilder - the product jointly developed by the two companies - and the impact it will have on the commercial banking industry.

    Read more
  • How Banks Are Tackling the Primacy Challenge

    How Banks Are Tackling the Primacy Challenge

    We invited top bankers from around North America, to share what we’re seeing in the market data and to hear how banks are tackling the challenge of Primacy. Here's a recap of that conversation.

    Read more
  • Spreadsheet Shortcomings at Your Bank

    Spreadsheet Shortcomings at Your Bank

    Spreadsheets are useful, but are often tasked by banks to perform tasks beyond their capabilities. In this episode we look at spreadsheet shortcomings and the ways they could be harming your bank.

    Read more
  • First National Bank of Omaha increased RM Salesforce usage 30x

    Learn how ››
  • When Metrics Go Awry in Commercial Banks

    When Metrics Go Awry in Commercial Banks

    Banks are great at measuring all sorts of things, but which metrics are helping them improve performance and which ones are just ... trivia? ​ A look at where commercial banking metrics often go awry.

    Read more
  • Anxieties and Opportunities in Commercial Banking

    Anxieties and Opportunities in Commercial Banking

    Are some of the pricing and structuring tactics being used in the commercial banking market lately a sign of growing anxiety, or perhaps potential opportunities?

    Read more
  • Commercial Deal Collaboration: The Treasury Management Perspective

    Commercial Deal Collaboration: The Treasury Management Perspective

    In our latest discussion about commercial deal collaboration, we shift the focus to the Treasury Management perspective and explore how Treasury officers view the collaboration process.

    Read more
  • Is True Commercial Deal Collaboration Possible?

    Is True Commercial Deal Collaboration Possible?

    Banks need better collaboration on commercial deals in order to win coveted deals and improve profitability. But as we discuss in this Purposeful Banker episode, that's much easier said than done.

    Read more
  • The Connected Commercial Tech Experience

    The Connected Commercial Tech Experience

    What's involved in creating a connected commercial lending experience? What pieces need to be put together and what happens when those connections are made? Find out in this FAQ.

    Read more
  • Connecting the Commercial Banking Tech Stack

    Connecting the Commercial Banking Tech Stack

    Previewing the webinar, "Connecting Commercial Banking Technology," discussing why banks are focusing on building end-to-end commercial tech stacks and how PrecisionLender connects the key pieces.

    Read more
  • What Does "Primacy" Mean for Commercial Banks?

    What Does "Primacy" Mean for Commercial Banks?

    Primacy is a buzzword at a lot of commercial banks these days, but what does it mean, exactly? What truly determines primacy? And what do banks need to do to achieve it?

    Read more
  • The Crucial Final Cross-Sell Step

    The Crucial Final Cross-Sell Step

    Bankers often use the promise of additional cross-sell to make commercial loan deals work. But those promised accounts often never show up. Why do banks struggle so much with this critical final step?

    Read more
  • Merger Concerns and Loosening Credit Standards

    Merger Concerns and Loosening Credit Standards

    Is there a potential downside to adding scale via mergers? And after tightening standards in 2020, how far is the pendulum swinging now toward looser credit standards?

    Read more
  • Scotiabank: No Pausing During the Pandemic

    Scotiabank: No Pausing During the Pandemic

    Despite a global pandemic, Scotiabank implements Q2’s PrecisionLender at record speed and sees great success.

    Read more
  • Commercial Banking in a Time of Uncertainty

    Commercial Banking in a Time of Uncertainty

    PrecisionLender recently invited top bankers from around the country to share their views on where things stand right now in the commercial industry. Here's a recap of that conversation.

    Read more
  • loading
    Loading More...