Industry Insights
Expert perspectives on banking technology, digital transformation, and the future of financial services.
The Liquidity Inflection Point
March 10, 2026
How AI-powered deposit onboarding will dissolve the stickiness of the commercial operating account — and what banks must do now to play offense before they are forced to play defense.
Convert Cold Business Prospects With Warm Analytics
January 21, 2026
New Feature: Now you can generate a banker-ready proposal in minutes – not days.Personalization is built in. Lead GenerationProspect uploads…
Turning Commercial Account Onboarding into a Lead Engine
September 17, 2025
Commercial banking has always relied on referrals, purchased lists, and cold outreach to find new business customers. These channels are…
How to Sell Treasury Services During the Onboarding Process
August 12, 2025
The first 30 days with a new business client are your most powerful sales window. Here’s how to embed treasury from day one and turn onboarding into activation.
The Shift Is On: What the Data Says About Business Bank Switching
July 28, 2025
New data shows SMBs are ready to switch banks — and the experience is what wins.
Winning the Switch: How Community Institutions Can Use Tech to Capture Growing SMBs
July 20, 2025
How community banks can capture growing SMBs by eliminating switching friction with automation.
Winning Primacy: Why Fixing the Switch Is the Key to Full SMB Relationships
July 15, 2024
Opening accounts is just the beginning. Learn how switching automation helps banks achieve primacy and convert dormant accounts into revenue-driving relationships.
The Hidden Cost of Manual Business Account Switching
July 10, 2024
Download our comprehensive guide covering everything from switching friction points to implementation strategies for banking automation.
