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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.
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.
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.
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.
CFO Roundtable 2024: Preparation, Perspective, Diligence
This past year has been one of fluctuation for many community banks, amid inflation, rule changes and other uncertainties.
Navigating Compliance in Cannabis Banking
With potential regulatory guidance for cannabis banking on the horizon, these community banks are positioning themselves strongly and safely within this growing industry.
Charles Potts: Setting the Stage for Banking the Next Generation
In recent years, community bankers have embraced constant change to drive the future of banking.
4 CFPB Rules to Watch for This Year
From limitations on fee practices to personal financial data rights, these proposed and final Consumer Financial Protection Bureau rules could have a significant impact on the community bank industry.