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Gen Z's Top 5 Financial Goals and How You Can Help
Many Gen Zers are now in their 20s, which means they're facing new financial tasks and dilemmas.
Dec 01, 2024
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Article
Charles Potts: Driving Strategy With AI as a Tool
Artificial intelligence has become the buzzword for financial services, but it’s moved beyond just hype.
Nov 01, 2024
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How Community Banks Can Nurture Relationships With Next-Gen Customers
With the “great wealth transfer” approaching, now’s the time for community banks to plan with individuals passing on their generational wealth and to connect with those who will receive it.
Sep 13, 2024
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Charles Potts: Making the Case for Responsible Innovation
The rapid pace of today’s financial services landscape pulls community banks in varied directions. You must balance technology upgrades with budgetary constraints and identify pressing priorities.
Aug 06, 2024
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