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Account opening is one of banking’s most important moments: it’s where a new relationship begins, where trust is earned (or lost), and where the bank sets the foundation for profitability and risk management. In this article, we look at how generative AI is being employed within teams of agents that is serving to make the…

Perhaps no piece of technology connects to building franchise value better than the ability to allow your retail and business customers to open accounts online. While the integration of agentic and generative AI may ultimately create more value, for now, account opening stands supreme as one of the most important customer-facing technologies a bank can…

As we near the final stages of strategic planning and budgeting, several bank technology trends are emerging that will play out over the next several years. This list isn’t necessarily for bank technologists but for business line executives who make decisions on products and services. In this article, we highlight these investments, put them in…

In this week’s episode, we sit down with three panelists to discuss how banks are automating and simplifying the online account opening process. Our guests are Kranthi Palreddy from Terafina, Ruth Erickson from Bank of Hawaii, and Shirley Fiano from CenterState. They are a wealth of knowledge and we hope your enjoy this conversation.

In this episode, Erik Bagwell and Tom Fitzgerald sit down with Jason Henrichs from FinTech Forge and Patrick Sells from Quontic Bank, recently named “Digital Banker of the Year” by American Banker.  They share insights on how community banks need to be approaching their digital offerings and why you don’t have to be a large…