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AI Competition: How OpenAI and Anthropic Just Changed Bank Strategy
While AI can help banks, this month it more like AI competition. Earlier this month Anthropic released its “Claude for Small Business” suite of agents and ChatGPT introduced its new personal finance experience which connects users’ financial institutions to allow them AI-generated insights. This infrastructure is quickly changing the financial landscape. In this article, we...
Read More about AI Competition: How OpenAI and Anthropic Just Changed Bank Strategy Preparing Your Bank For A Divided Congress
We might have a divided Congress. Pundits, economists, and the market provide economic forecasts such as GDP, interest rates, inflation, consumer and business demand, loan default rates and banks’ cost of funds. Unfortunately, people overestimate their competence even in areas where they possess experience and knowledge. Market forecasts represent the sum of all actors expressing...
Read More about Preparing Your Bank For A Divided Congress 7 Tactics to Implement in a Rising Rate Deposit Strategy
It is clear that we are not going to get a rate cut for the rest of the year. Unfortunately, most banks have built in two or more rate cuts into their budget. While a rate cut has been statistically off the table since January, many banks still have not adjusted their deposit strategy and...
Read More about 7 Tactics to Implement in a Rising Rate Deposit Strategy Managing Inflation in Your Loan Portfolio
During the pandemic, some banks extended asset duration as if they were convinced that interest rates would not rise again in the future. At that time, we published multiple articles warning banks to dynamically assess their asset-liability management (ALM) assumptions and consider alternative paths of interest rates; paths that looked normal just before the pandemic....
Read More about Managing Inflation in Your Loan Portfolio How Leaders Can Communicate with Confidence and Impact with Eva Daniel
In this episode, Caleb Stevens talks with Eva Daniel, founder of The Speak Shop, about why effective communication is a critical leadership skill. Eva shares why every professional should have a signature message, common mistakes leaders make when presenting, and how thoughtful storytelling and structure can dramatically increase clarity and credibility. Tune in to learn...
Read More about How Leaders Can Communicate with Confidence and Impact with Eva Daniel AI Basics for Bankers with Ben Udell
In this episode, we sit down with Ben Udell, a former community banker turned AI advisor, to break down what AI actually means for banks today and how to start using it in practical ways. Ben shares how bankers can use AI to save time, sharpen decision-making, and enhance relationships. From turning voice notes into...
Read More about AI Basics for Bankers with Ben Udell De Novo Founder Erik Weiner on Raising $42 Million to Launch Portrait Bank
Today we speak with Erik Weiner, CEO of de novo Portrait Bank. We discuss his banking background, why he started Portrait bank, the capital raise process, attracting talent, and building out a tech stack. Click Here to Register for the 3rd Annual Elevate Banking Forum! The views, information, or opinions expressed during this show...
Read More about De Novo Founder Erik Weiner on Raising $42 Million to Launch Portrait Bank Live from the Financial Brand Forum: Marketing that Moves the Balance Sheet with Dan Marks
Recorded live from the Financial Brand Fourm on April 14th, Caleb Stevens sits down with Dan Marks, President of OptimaFI, to talk about what bank marketers should actually be focused on today. They dig into using data to prove ROI, aligning marketing with lending and finance, avoiding “shiny object” syndrome, and where AI can genuinely...
Read More about Live from the Financial Brand Forum: Marketing that Moves the Balance Sheet with Dan Marks The Elevate Banking Forum 2026
Mon, Sep 21, 2026 - Wed, Sep 23, 2026 • In Person
Featured
SouthState Hosted
Proven Strategies to Make You and Your Franchise Better We’re bringing the best community bankers together for an exclusive three-day experience designed to help you lead your bank with confidence. This conference is for you if you’re looking to: Better navigate market and economic uncertainty Grow your bottom line Strengthen your leadership and management skills...
Read More about The Elevate Banking Forum 2026 The 2026 Deposit Conference
Thu, Oct 1, 2026 - Fri, Oct 2, 2026
Chicago, IL • In Person
Chicago, IL • In Person
Featured
SouthState Hosted
Growing Profitable Deposits in an Increasingly Competitive World Co-hosted with S&P Global Market Intelligence The 2026 Deposit Conference is the industry’s only deposit focused conference that brings together bank leaders to address today’s deposit pressures and tomorrow’s growth opportunities. This year, we’ll be discussing: Deposit market outlook, funding strategy, new regulation, and performance benchmarks Analytics,...
Read More about The 2026 Deposit Conference ABA Annual Convention 2026
Mon, Oct 19, 2026 - Wed, Oct 21, 2026
Salt Lake City UT • In Person
Salt Lake City UT • In Person
Industry
SouthState Attending
The ABA Annual Convention is renowned for its visionary keynote speakers who deliver timely information and personal inspiration. These sessions are designed to provide attendees with high-level insights into the trends shaping the banking industry, offering strategic perspectives that can be applied within their institutions. In addition to the keynote sessions, the convention offers buzzworthy...
Read More about ABA Annual Convention 2026 ABA Bank Marketing Conference 2026
Wed, Sep 23, 2026 - Fri, Sep 25, 2026
Austin, TX • Hybrid• In Person
Austin, TX • Hybrid• In Person
Featured
Industry
SouthState Attending
This is the most practical marketing conference in the banking industry and not just for bank marketers. C-level bank executives can use this conference to understand how marketing can play a critical role in strategy, pricing, product management and driving business. It is likely your bank is not doing enough marketing and this is the...
Read More about ABA Bank Marketing Conference 2026
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Great leaders shape culture, strategy, and results. Discover resources designed to help bank leaders develop skills that drive engagement and long‑term success.