Mary Beth Sullivan delivered a presentation at the PA Bankers Annual Convention on May 15 titled “Leveraging Fintech to Improve Relationship Banking”.  She covered four important opportunities for community and regional banks:

  • Delivering More Personalized/Customized Banking
  • Positioning the Banker as a Trusted Advisor
  • Ability to Precisely & Profitably Target
  • Expanding Market Reach

Here are a few slides from her presentation.  Bankers in attendance seemed especially interested in best practices – examples of how other banks were leveraging financial technology solutions to deliver on these four opportunities. Toward the end of the presentation, Mary Beth discussed embedded finance and Banking as a Service (BaaS), two important developments in the industry that will drive some banks to grow faster and outperform their peers.

For more information on how financial technology solutions can be applied to your banking model, contact Mary Beth at 202-337-7872 or via email.