Strategic Management

Core Providers, Open Banking, APIs: What Should You Know?

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President and Gregg Wagner, Managing Director Guest: Aaron Silva, President and CEO of Paladin fs & Golden Contract Coalition   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 […]


Why Did Oritani Sell for No Premium?

On June 25th, Oritani Financial Corp (ORIT) common stock closed at $16.21 per share. The next day they announced they were selling to Valley National Corp. for $16.29 per share. Virtually no premium. And less than ORIT traded one year ago. Why? I was not part of the discussions regarding the transaction, and am not […]


Is Loyalty Worth It?

What is the value of a loyal customer? And what is the difference between a transactional customer and a loyal one? This was the subject of the keynote speaker, James Kane, at the recent Financial Managers’ Society FMS Forum in Boston. When you talk about loyalty to financial institution CFOs and Controllers, as Kane did […]


If We’re Serious About Helping Clients, What About These Two Products?

With all of the automation of financial products, one would think managing finances would be simple. Much more so than when our grandparents saved for the coal delivery in an envelope in the night stand. My focus today is on consumer banking. Which is becoming more challenging for the community financial institution due to heavy […]


Insights from Gerard Cassidy, RBC Capital Markets Managing Director and Bank Analyst

Host: Sharon Lorman, Vice President Cohost: Bob Kafafian, President and CEO Guest: Gerard Cassidy, Managing Director, RBC Capital Markets   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 […]


Is Your Loan Portfolio Ready for the Next Recession?

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President and Matt Prosseda, Managing Director Guest: Dallas Wells, EVP Strategic Innovation, PrecisionLender   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 […]


Bank Brand Value: Calculated!

I ask and ask and ask: what does brand get you? Does it get you pricing power, shorter sales cycles, better employees, more loyal customers? Or does it get you increased expenses without measurable results? Forbes calculated brand value in their “World’s Most Valuable Brands” by taking anything that a company achieves over an 8% […]


The Untapped Value of Brand in Banking

“Our money is the same as the bank’s down the street.” And so were the Uber cars in my recent trips to Los Angeles and Nashville. But something was different. Something that immediately made me feel better about being in Nashville than LA. And my wife nailed it: “the Uber drivers were so much friendlier.” […]


Is Your Brand A Loser? What Does it Take to Rebrand?

Host: Sharon Lorman, Vice President Cohosts: Jeff Marsico, Executive Vice President and Gregg Wagner, Managing Director Guests: Tim Pannell, President and CEO, Financial Marketing Solutions and Nicole Almeida, SVP and Chief Marketing Officer, BayCoast Bank   Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting […]


What’s On Your Mind? You Asked & We Answered!

Host: Sharon Lorman, Vice President Cohosts: Bob Kafafian, President and CEO, Jeff Marsico, Executive Vice President, Rich Trauger, Managing Director, Matt Prosseda, Managing Director and Jill Pursell, Senior Vice President 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. […]