Fee Income Resources

Resources to Grow Your Bank's Fee Income

Our best insights, strategies, and tactics to help you boost your bank's bottom line.

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The Executive’s Checklist For Bank AI Search

As more prospective customers turn to AI for search, banks must ensure they appear in AI-generated results. To identify best practices, we analyzed top-performing banks and reverse-engineered their tactics, then distilled the findings into a practical primer and checklist for bank executives, product managers, and line-of-business leaders to use in conversations with their marketing teams....
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7 Levers To Pull For Commercial Loan Profitability

We were recently collaborating with a community banker who was trying to win a relationship client from a regional bank. The issue was that the incumbent bank was pricing this client at a credit spread of 1.25% over SOFR and our client banker was told that his bank would not accept less than 2.40% credit...
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Use This Systems Framework to Better Manage Deposits

Want to make better decisions and be a better leader? Understanding system thinking is a great unlock. Last week (HERE), we discussed the importance of system thinking and described the four main types of systems (below) that bankers need to recognize before solving a challenge. In this article, we provide a framework for managing problem...
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How First Community Bank is Creating a Sales Culture with Scott Cocanougher and Randy Goggans

Today we sit down with Scott Cocanougher, CEO of First Community Bank in Shelbyville, Tennessee and Randy Goggans, founder of the company BankerBounty. Together we discuss the keys to creating change inside your organization and how to create an effective referral program. Click Here to Book a Free Strategy Call. The views, information, or opinions...
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How the Best Leaders Create a Strategic Plan with Mark Kanaly

In this episode of The Community Bank Podcast, Caleb Stevens sits down with attorney Mark Kanaly to explore the fundamentals of effective strategic planning for community banks. They discuss how strong leadership, clear alignment, and thoughtful preparation can turn strategy from a one-time exercise into a living, actionable roadmap. Mark shares practical insights on fostering collaboration,...
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What Banks Can Learn from Trader Joes with DJ Seeterlin

In this episode, Chris Nichols and DJ Seeterlin explore what banks can learn from Trader Joe’s approach to strategy, focusing on clear customer segments, intentional trade-offs, and delivering value over price. They discuss how aligning products, people, and experiences around a defined audience can help banks stand out, and how these same principles apply to...
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Elevate Banking Forum

The Elevate Banking Forum

A 2-day forum to help you grow yourself, your team, and your profits.


View Agenda & Register

The Elevate Banking Forum

A 2-day forum to help you grow yourself, your team, and your profits.


View Agenda & Register
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