Digital Transformation

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

  • Lessons From a Cautionary Small Bank Tale

    Lessons From a Cautionary Small Bank Tale

    What can community banks learn from the demise of the National Bank of Delaware County? What mistakes should they avoid? What are the areas where they can continue to compete and win?

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  • The State of Commercial Banking Report

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  • Onboarding Tales: Lessons for Banks Bringing on New Customers

    Onboarding Tales: Lessons for Banks Bringing on New Customers

    We share stories of onboarding experiences gone awry and discuss the lessons banks can learn from them. We also share tips on ways banks can get it right, right from the start.

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  • The Top Things We Learned at Acquire or Be Acquired 2019

    The Top Things We Learned at Acquire or Be Acquired 2019

    Every year we attend Bank Director's Acquire or Be Acquired Conference. It's always packed with great learnings. Here's what we took away from this year's conference.

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  • Why Your Bank's CRM Is Failing

    Why Your Bank's CRM Is Failing

    Lot of banks have implemented or are in the midst of implementing CRMs. But many of those banks aren't getting the most out of their CRMs. What's causing the problem? And how can banks fix it?

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  • How Does Your Commercial Bank "Coach"?

    How Does Your Commercial Bank "Coach"?

    "Coaching" is becoming a very important topic for commercial banks. What does "coaching" mean? Where can it provide an impact, and what role does tech play in it?

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  • Hot Topics from Small Biz: Banking Conference

    Hot Topics from Small Biz: Banking Conference

    Tim Shanahan recaps the main talking points from Small Biz: Banking Conference: Finding bankers who can sell; building your bank's tech stack; fintech partnerships; and a potential credit turn.

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  • Lasting Impressions From the BankAI Conference

    Lasting Impressions From the BankAI Conference

    Why are bankers talking about Iron Man suits? Is AI in banking more than a retail story? Will automation actually create jobs? George Neal shares his last impressions from the BankAI Conference.

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  • Innovating to Win: Putting Customers First

    Innovating to Win: Putting Customers First

    Why should your bank be putting resources into innovation? Why should customers be the focus of those efforts? And what are the outcomes of customer-centric digital transformation?

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  • Critical Conversations Bank Boards Are Having

    Critical Conversations Bank Boards Are Having

    What are bank leaders saying about important topics such as: tech investment, how banks can deliver value, competition among community banks, and alternative growth strategies?

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  • Applied Banking Insights Overview

    Applied Banking Insights Overview

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  • 5 Ways Banks Lose When They Don't Innovate

    5 Ways Banks Lose When They Don't Innovate

    Stop thinking about how much it costs to innovate and start considering how much it costs if your commercial bank doesn't invest in new technologies.

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  • Innovate With an Eye Toward Revenue

    Innovate With an Eye Toward Revenue

    Tim Shanahan answers some of the key questions raised during bank innovation projects.

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  • What a 1968 Computer Demo Can Teach Bankers

    What a 1968 Computer Demo Can Teach Bankers

    Doug Engelbart's 1968 computer demo was hugely influential for the tech industry, but its aftermath provides lessons that bankers should also heed.

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  • Buy vs. Build

    Buy vs. Build

    The "Buy vs. Build" debate over, and there's a clear winner: Banks that don’t embrace the outside expertise of vendors are in danger of being left behind in the race to innovate.

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  • Why Is Your Bank Innovating?

    Why Is Your Bank Innovating?

    Everyone at your bank is on the innovation train, but is it bound for the right destination? Learn why the best banks innovate with to add customers, rather the cut costs.

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  • Innovation In Banking: Frequently Asked Questions

    Innovation In Banking: Frequently Asked Questions

    Before you dive into innovation projects at your bank, make sure you've got all the information you need. This ebook answers your pressing questions and helps you avoid common innovation mistakes.

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  • Flip the Formula: How Top Banks Innovate to Win

    Flip the Formula: How Top Banks Innovate to Win

    Shift your bank's focus from cost-savings to customer experience. Innovate to give your RMs timely, actionable insights that help them win - and keep - valuable clients.

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  • Rethinking What Commercial Banks Measure

    Rethinking What Commercial Banks Measure

    Gathering information is a science. Filtering out noise is an art. To best serve their customers, commercial banks need to find the right balance between the two.

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  • A Lesson in Banking Change Management

    A Lesson in Banking Change Management

    Banks don't fear change, but they do view it with healthy skepticism. To move their institutions forward without causing a rebellion, bank innovators must always keep the end user in mind.

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  • Letting Go of Legacy Tools

    Letting Go of Legacy Tools

    If your bank is clinging to old technology and processes, it's shortchanging its bankers and its customers. It's time to let go of legacy tools and embrace innovation.

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