Profit & Process Improvement

How Can Community Financial Institutions Improve? Project Management

In this video blog, I discuss my thoughts on community financial institutions upping their project management game. In summary: There are two types of projects: support function projects where you try to improve the gears within the bank, and customer experience projects (CX) where you meet the demands or emerging demands of your most valuable […]


Create Operating Discipline at Your Bank

Bankers have made great strides in developing the strategies to succeed over the long-term, analyzing the customers that most value their strategic direction, and gaining the buy-in from their Boards of Directors and employees. The next challenge is to build the environment and culture where the organization moves toward its aspirational future. To create operational […]


Texas Big: First Road Trip Since the Pandemic

It was bound to happen. After four months of lockdown, bankers are getting back to the office. They never stopped working, mind you. But work has been different to say the least. This month was our first opportunity to visit clients outside of driving distance since March! The challenge: We are based in Pennsylvania and […]


Banking New Year’s Resolutions – We Have Opinions / Negotiating Merger Transactions

 Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the last Wednesday of every month here, and on Apple and Droid podcast apps for your listening enjoyment. Join us on your […]


Unintended Consequences of Executive Change in Control Provisions

You’re a top performer at your bank and an executive from a competing bank wants you on their team. You recently got a new boss, and it isn’t gelling. So the offer is timely. You check out the competing bank. Do your due diligence. You respect their executives. Their numbers look good. Heck, you’ve lost […]


Finxact Core System – It’s Different!

Guest: Michael Sanchez, Founder and President of Finxact Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the last Wednesday of every month here, and on Apple and Droid podcast apps for […]


Byline Bank Turned its Future from Bleak to Bright!

Guest: Alberto J. Paracchini, President, CEO & Director, Byline Bank Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the last Wednesday of every month here, and on Apple and Droid podcast […]


The Real Benefits of Intelligent Automation

Fifty percent. That was the odds I gave myself when calling my health insurance firm regarding changing my date of birth. Fifty percent chance I could get this done in one phone call and a reasonable period of time. Isn’t that sad? It did take 15 minutes to get the relatively simple task done. Making […]


Employee Retention: Keep the Keepers

You have a highly valued employee, and they quit. Why? The boss? The culture? The pay? I’m sure if I searched for credible sources, I would get some version of one or a combination of the three. It is highly individualized. But what is universal is that each financial institution has employees that are highly […]


IMO: How To Make Telecommuting Work in Banks

Schlepping to the office five days a week is enough to make employees, or would be employees, reconsider working for you. This is particularly true in urban areas, where 20 miles might equal an hour commute. Or in growing families, where daycare costs might eat their pay check. In comes telecommuting. And in an era […]