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[CONVERSATION]
All About the BaaS: A Conversation with Kate Drew, Director of Research at CCG Catalyst March 8, 2022 Banking-as-a-Service has exploded over the past few years and will continue to grow at a rapid pace going forward. In honor of International Women's Day, Keith Daly, Director of Banking and Fintech Search at Travillian, sat down with Kate Drew, Director of Research for CCG Catalyst and one of the Top 100 Women in Fintech in 2021, for a dynamic chat on the current trends and future needs for community banks as they embark on their BaaS journey. Currently, there are less than 70 banks providing the infrastructure and platform for fintechs to provide their services to customers. However, with the demand only increasing for BaaS partners, projections see close to 300 banks entering the arena by 2026 with potential revenue close to $25B. Enjoy the chat! |
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[CONVERSATION]
Agile & Digital: A Conversation with Corey LeBlanc, Co-founder of Locality Bank March 2, 2022 Bank technology and operations innovator, Corey LeBlanc, has taken his talents to South Florida as Co-founder and COO/CTO of Locality Bank, a De Novo community bank that went from white-board to charter in less than a year. Locality’s focus is to “reinvent” small business banking by marrying personal relationships with cutting-edge, digital native technology to solely focus on customer service and experience. Corey, along with his fellow Co-founders, Keith Costello and Drew Saito, are avid fans of tech, community banking, and helping local small businesses thrive in a rapidly changing economy. |
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[CONVERSATION]
A Conversation with JAM FINTOP: Blockchain & Banktech February 3, 2022 Travillian NEXT proudly welcomes: Adam Aspes – General Partner at JAM Special Opportunity Ventures, LLC Matthew Kelley – Director at JAM FINTOP Bank Network Ryan Zacharia – General Partner at JAM Special Opportunity Ventures, LLC What technology should community banks be focused on in 2022 and beyond? How will talent adapt to new technology? JAM FINTOP is helping financial institutions proactively identify, invest in, and implement the right technology so they can more effectively compete and serve their customers. JAM FINTOP’s Banktech & Blockchain fund partners include 79 community banks with a combined asset value of $1 trillion. The funds invest in banktech and blockchain companies that develop products and solutions that will enable community banks to compete in the digital age. |
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[CONVERSATION]
Saddle Up with FedFis & The Fintech Cowboys: A Conversation with Bobby Button, SVP, FinTegration Strategy & Sales at FedFis December 22, 2021 Keith Daly, Director Banking & Fintech Search at Travillian throws on the cowboy hat and sits down with Bobby Button, SVP, FinTegration Strategy & Sales at FedFis. FedFis is a financial institutions data analytics and strategy system which tracks Financial, M&A, and Vendor data (including technology vendors) on every bank and credit union in the United States. Dave Mayo and Tanner Mayo are CEO and President of FedFis and are known as the FinTech Cowboys. Tanner & Dave also founded the FI FinTech Movement and the FI FinTech Roundup, where innovative community bankers gather to save community banking by creating better hard data decision making processes and identifying and creating new technology products. Great conversation about the changing landscape in community banking and fintech. |
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[CONVERSATION]
Banking for Fintechs: A Conversation with Wenni Wu at Piermont Bank December 9, 2021 Keith Daly, Director - Banking and Fintech Search at Travillian, sits down with Wenni Wu, Head of Customer Experience & Marketing at Piermont Bank. Speaking from Piermont's headquarters in Midtown Manhattan, topics include:
In mid-2019, Piermont Bank exploded onto the banking scene as a de novo, digital commercial bank. Showcasing an innovative culture and the agile technology to scale & adapt within the rapidly changing fintech sector, they have grown to $350M+ in assets and now have over 30 fintech clients. |
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[CONVERSATION]
Community Banks & BaaS: How Synctera is Simplifying Fintech Partnerships November 23, 2021 Keith Daly, Director – Banking & Fintech at Travillian, sits down virtually with Peter Hazlehurst, Co-Founder & CEO at Synctera & Kevin Herrington, President, CEO, Chairman at Lineage Bank. The topics discussed include:
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[CONVERSATION]
1828 to Ethereum A Conversation with Joseph Mancini, Chief Operating Officer at BankProv October 6, 2021 BankProv was founded in 1828 as The Provident Bank and exists today as the 10th oldest bank in the country. Today, they are an innovative, commercial bank that finds solutions for business and private clients. From his time at Radius Bank to BankProv, Joseph has seen the evolution of traditional community banking into a more technologically driven and diversified partnership with clients. Under the leadership of CEO Dave Mansfield, BankProv has built industry leading API’s including ProvXchange, which enables BankProv clients to transfer between their accounts and the accounts of other BankProv clients in real-time without the delays of traditional payment rails. Moreover, BankProv recently partnered with Anchorage Digital, a premier digital asset platform and recently nationally chartered digital asset bank, to allow Anchorage to deliver quality loan products to their institutional clients backed by Ethereum—the first of its kind in the industry. |
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[CONVERSATION]
Safe and Seamless A Conversation with Monica Murthy, Partnerships Lead at Alloy September 15, 2021 Alloy helps banks and fintech’s make better decisions using a single API and dashboard to manage KYC/AML, fraud, and more. In a world of on-demand and instantaneous requirements from customers, Alloy facilitates a quicker, flexible, more user-friendly experience to help clients make informed risk decisions and help protect customers from the constantly evolving threat of fraud. To read the conversation, click here. |
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[CONVERSATION]
A Bank with Fresh, Innovative Culture and How it Achieves High Employee Retention A Conversation with Mary Jayne Crocker, EVP Chief Operating Officer at Bridgewater Bank August 25, 2021 Mary Jayne Crocker, EVP Chief Operating Officer, at Bridgewater Bank, joins Travillian’s Brian Love in a transparent discussion on Bridgewater Bank's "unconventional” culture, how they attract younger talent and maintain employee retention - much higher than their peers – throughout their relatively short history. |
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They cover many topics including core values, team building, minimum wages, onboarding, recruitment and retention.
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[CONVERSATION]
What Gen Zers Really Want from Community Banks A Conversation with 40 Grand Founder and long-time Fintech consultant, Dion Lisle, as well as his son, Dylan Lisle August 4, 2021 Travillian’s Brian Love and Keith Daly are joined by Dion Lisle and Dylan Lisle to discuss some “Gen Z” takeaways on what’s important for community banks to consider when it comes to winning younger customers. |
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[CONVERSATION]
The Importance of Digital Flexibility A Conversation with Kevin Kielbasa, Head of Business Development at Narmi July 14, 2021 Kevin Kielbasa, Head of Business Development at Narmi, joins Travillian’s Keith Daly in a dynamic discussion on the quickly evolving relationships between banks and fintech partners. |
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They cover many topics including trends in the industry, Narmi’s products and services for banks and credit unions in a digital-first world, and predictions going forward in a post pandemic banking environment.
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[CONVERSATION]
Attorneys on Banking and FinTech A Conversation with Erin Fonté , Partner at Hunton Andrews Kurth & Dara Tarkowski, Founding Partner at Actuate Law LLC March 3, 2021 Erin Fonté, Partner at Hunton Andrews Kurth, and Dara Tarkowski, Founding Partner at Actuate Law LLC, join The Travillian Group’s Brian Love and Keith Daly in a discussion highlighting the value they add while representing industry changing banks and FinTechs. |
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They cover many topics including the creation of a successful digital strategy, innovating within regulatory guidelines, and equipping your bank with the
necessary talent to drive & scale new tech initiatives. This is a must-watch for both banks that are developing their digital roadmap and FinTechs who
would like to partner with a community bank.
necessary talent to drive & scale new tech initiatives. This is a must-watch for both banks that are developing their digital roadmap and FinTechs who
would like to partner with a community bank.
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[CONVERSATION]
Pandemic Fatigue & Bitcoin Rewards - A Conversation with Casey Christopher, Chief Empowerment Office at Quontic Bank February 25, 2021 It's hard to believe, but It has been close to a year since Covid completely disrupted the lives of almost everyone on the planet. Over this period, new challenges have forced companies to adapt and find new ways to provide services to their customers and employees. |
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In this episode of Travillian NEXT, Keith Daly of The Travillian Group sits down with Casey Christopher to discuss how Quontic Bank has adapted – From recruitment & retention to mental health, Casey has found new ways to keep employees engaged and morale high. Also, Quontic made news late last year as the first FDIC insured financial institution to provide a Bitcoin Rewards Checking program for their customers. Casey gives an update on this product and partnership with NYDIG.
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[CONVERSATION]
The Evolution of Radius Bank - A Conversation with Chris Tremont, EVP Virtual Banking February 11, 2021 For the last several years, Boston-based Radius Bank had been a popular name in banking, due to their transformation from sleepy community bank to an innovative player committed to mobile-centric banking and unique fintech partnerships. They became even more prominent when it was announced in early 2020 that well-known fintech LendingClub was to acquire them, a game-changing transaction that has recently closed. For Chris Tremont, Radius’ EVP of Virtual Banking, and his team, a new era has begun. |
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In this episode of Travillian NEXT, Keith Daly of Travillian Group sits down with Chris to discuss the bank’s evolution, transforming the bank into an innovative leader and pioneer in community banking.
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[CONVERSATION]
Digital Banking 3.0 - A Conversation with Jeffery Kendall, CEO at NYMBUS February 5, 2021 Jeffery Kendall, Chief Executive Officer at NYMBUS, joins Executive Search Consultant, Keith Daly, at The Travillian Group, for a dynamic chat on the current trends in banking & fintech and what the future holds as banking rapidly evolves in the digital age. |
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NYMBUS is a cloud-based ecosystem that helps banks and credit unions transform their capabilities and drive value in today’s digital marketplace. A revolutionary alternative to the legacy business model, NYMBUS has disrupted the financial services market by enabling risk-free solutions for digital innovation and growth.
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[CONVERSATION]
The Evolution of Bitcoin January 21, 2021 Bitcoin has been in the news lately with the rapid increase in price and institutional investors starting to jump in. There are still many questions about Bitcoin and how it will become a mainstream investment and product offering for community banks and financial institutions. Yan Zhao, President at NYDIG & Patrick Sells, Head of Bank Solutions at NYDIG join Keith Daly, Executive Search Consultant at The Travillian Group, for a lively and informative chat on the benefits of Bitcoin and how you can incorporate this asset into your personal life and your firm. |
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[CONVERSATION]
The Role that Talent & Culture Play in Digital Transformation: CCG Catalyst & The Travillian Group December 22, 2020 2020 has been a year like no other in recent memory, and for community banks, it has expedited the critical need for a digital strategy and top talent to execute on this strategy. When thinking about digital transformation, many banking executives tend to focus on the technology, but the role that culture plays is equally, if not more important. |
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Listen in as industry experts Keith Daly ( Search Director - Depository & Fintech @ The Travillian Group) and Scarlett Sieber (Managing Director @ CCG Catalyst Consulting Group), discuss the challenges and opportunities that await the banking & fintech industries in 2021 and beyond. It is a very exciting time for the banking industry overall with fintech partnerships, but for more traditional community banks, the digital evolution can at times seem daunting.
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[CONVERSATION]
Steven Hunter, Director of Strategic Risk Modeling at South State Bank, talks to Brian Love of Travillian NEXT November 19, 2020 Travillian NEXT proudly hosts an emerging leader, South State Bank’s Director of Strategic Risk Modeling, Steven Hunter. By way of their massive merger with CenterState Bank earlier this year, Steven is at the epicenter of the now $38 billion institution’s stress testing framework. |
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Conversation topics include Steven's unique career trajectory, as well as his thoughts on how smaller or budget-constrained banks can implement stress testing using public resources. The two also discuss best practices around hiring for aptitude over skill, and the company’s well-known culture of empowerment, which has been crucial in keeping their remote workforces focused and independent.
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[CONVERSATION]
Nathaniel Harley, CEO & Co-Founder of MANTL, talks to Keith Daly of Travillian NEXT October 28, 2020 Travillian NEXT proudly hosts a true FinTech innovator: Nathaniel Harley, the CEO & Co-Founder of MANTL, a fast-growth FinTech that partners with community banks for omni-channel account opening products. They offer a customer-centric outer core ecosystem that gives banks and credit unions the flexibility to innovate using modern technology, while owning their brand throughout the entire customer lifecycle. |
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In our conversation, we covered:
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[CONVERSATION]
Travillian NEXT Premiere Episode: Thinking About Digital Transformation for your Bank? You Don't Want to Miss This. October 22, 2020 Our new web series, Travillian NEXT, celebrates innovators within the financial services space. In our inaugural episode, Brian Love and Keith Daly, spoke with Patrick Sells, the Chief Innovation Officer at Quontic Bank and American Banker’s 2020 Digital Banker of the Year. Patrick has fresh ideas and advice to share with his fellow community bankers as they start their digital journey. |
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In our conversation, we asked:
- What is the most important first step for community banks as they move to digitally transform?
- How can you convince a divided board and management team that digital investments are essential for the long-term success of the bank?
- How can adopting an effective digital strategy lower a bank’s efficiency ratio?
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[VIDEO]
Introducing Travillian NEXT: An Original Web Series that Keeps Tabs on the Most Innovative Talent in the Banking and FinTech Space October 16, 2020 Visionary leaders within Banking and FinTech are shaping the future of financial services by driving innovation and thinking differently about technology. Travillian NEXT is an original web series that profiles our insightful and engaging conversations with the next generation of talent. |
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If you’re interested in any of the below, please tune in:
Digital Transformation - Payments - RegTech and Risk Management - Denovo, Neo and Challenger Banks - Alternative Finance - and much more.
Check out our premiere episode on 10.21.2020 featuring Chief Innovation Officer Patrick Sells from banking trendsetter Quontic Bank.
Digital Transformation - Payments - RegTech and Risk Management - Denovo, Neo and Challenger Banks - Alternative Finance - and much more.
Check out our premiere episode on 10.21.2020 featuring Chief Innovation Officer Patrick Sells from banking trendsetter Quontic Bank.
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[CONVERSATION]
A Conversation with Jeff Cardone: Keeping Your Bank Proactive with Growth, Capital Planning and Succession September 28, 2020 Travillian’s Head of Depository Search, Brian Love, spoke with Jeff Cardone (Partner, Luse Gorman), about how banks need to be proactive in this tumultuous economic climate. The two also covered M&A and hot-button topics like capital planning, growth and best practices around Executive-level, Board, and shareholder succession. |
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[CONVERSATION]
Talent and Strategy Will Help Banking Evolve July 30, 2020 The Travillian Group’s Depository Search team, Brian Love and Keith Daly, joined Bryan Claggett’s Bad Ass Banking webcast in a casual, fun conversation about the intersection of talent and innovation within the community banking and FinTech. |
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[CONVERSATION]
A Conversation About Credit Risk June 17, 2020 Brian Love, TTG’s Head of Depository Search, and Brett Rabatin, TTG's Head of Strategy, spoke with Jim Costa, TCF Financial's CRO/CCO. The three spoke about credit risk and how the downturn spurned by the coronavirus has affected the industry. |
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[CONVERSATION]
A Conversation with Brian Love May 13, 2020 Brian Love, Head of Travillian’s Depository Search team, participated in an interview with Tom Bengtson, publisher of Bankbeat.biz/BankBeat Magazine, and the two covered subjects regarding talent, succession planning, and hiring opportunities in a post-COVID world. *source #QuickTakes: Brian Love, Published on May 13, 2020 by Tom Bengtson. https://bankbeat.biz/quicktakes-brian-love/ |
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