With digital transformation becoming an essential for commercial banks that want to remain relevant and competitive, many banks are looking to invest in new, modern systems and technology. But where do you start?
We've got the secret for a successful digital transformation - and it's not a CRM or LOS.
In this episode of The Purposeful Banker, Alex Habet replays an intriguing panel discussion from CONNECT 23 about the practical applications of AI in banking, both in the short and long term.
In this episode of The Purposeful Banker, Alex Habet welcomes Gita Thollesson to discuss some of the takeaways from Q2’s State of Commercial Banking 2023 Market Analysis.
In this week’s podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2’s Katharine Briggs about the role digital plays in their organizations.
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.
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
In this installment of The Purposeful Banker, Dallas Wells and Alex Habet get real about what it takes to serve today's small businesses.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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?
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?
