Technology & Innovation Resources

Resources to Accelerate Your Bank's Innovation

Our top articles, podcasts, and resources to keep your bank ahead of the curve.

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Using AI to Become a Better Banker

Many bankers use gen AI as a search engine. Others use it to help them write or come up with ideas. Still others are more sophisticated and have started to incorporate multiple AI models into the enterprise to leverage AI across the bank. All this helps, but one execution that we found the most helpful...
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Here is Our Bank Innovation Playbook and Assessment

Many banks either fail to innovate or innovate to their detriment. Artificial intelligence and tokenization are two current examples where either banks are ignoring or in an attempt to innovate have destroyed the value of the product by copying old processes, putting enough guardrails on to limit its use or being so slow to roll...
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8 Insights You Need to Know About Tokenized Deposits

It was a sunny June day back in 1974 when Herstatt Bank, a German community bank out of Cologne, had thousands of U.S. Dollar payments that it wanted to send out to New York banks before it shut down at 4:30 in the afternoon. Because no NY bank was open, those payments could not be...
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The Future of Agentic Teams At Your Bank

This month will likely go down as the “Agentic Big Bang.” The artificial intelligence landscape shifted from “chatting” to mainstream “doing,” and if you are running a community bank in the US, the ground beneath your feet just moved. Over the last two weeks, we had four seminal events – Openclaw exploded, Anthropic released Claude...
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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...
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Using AI to Personalize Your Bank’s Marketing with Karan Bhalla

Today we speak with Karan Bhalla, Founder and CEO of AiVantage. He tells us about how banks can utilize AI to personalize their marketing efforts and, in turn, deepen client relationships.   The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of...
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The Innovation Trap (and the Way Out)

Let’s take a clear-eyed look at the innovation challenges banks face today along with the four foundational pillars that put them on the right path, even as AI reshapes everything around them.

Get Our Innovation Playbook

The Innovation Trap (and the Way Out)

Let’s take a clear-eyed look at the innovation challenges banks face today along with the four foundational pillars that put them on the right path, even as AI reshapes everything around them.

Get Our Innovation Playbook