Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Chuck Nabhan, Managing Director and Equity Research Analyst at Stephens, for a clear-eyed discussion on fintech valuations, AI disruption, and the regulatory and infrastructure “moat” protecting core banking technology.
Record Loans, Shrinking Opportunity: Where Ag Banking Still Works
This analysis explores how inflation, carryover debt, and tightening liquidity are reshaping ag lending performance and M&A appetite…
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Wall Street to Main Street: CEOs Dimitar Karaivanov and C.K. Lee on Strategy, Talent, and Long-Term Growth
As community banks face rising complexity, tighter margins, and higher expectations from boards and regulators,…
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The Technology Takeover in the Desert: An AOBA Recap with Andrew Liesch, Travillian’s Head of Bank Strategy
Bank Director’s Acquire or Be Acquired has long been known as the industry’s marquee M&A…
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Where to Find Outsized Returns in Bank Land (Hint: Look for Differentiated Stories)
Why Some Banks Outperformed in 2025 Throughout January, I had several management teams ask me…
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The Latest
The “Easy Button” for Digital Assets: How Custodia and Vantage Are Rewriting Payments for Community Banks
The discussion dives deep into the GENIUS Act, the rise of tokenized deposits, and the launch of a new bank-led consortium…
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The “Easy Button” for Digital Assets: How Custodia and Vantage Are Rewriting Payments for Community Banks
The discussion dives deep into the GENIUS Act, the rise of tokenized deposits, and the launch of a new bank-led consortium…
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Succession Without Shortcuts: Lessons from Starion Bank’s President Search
Starion Bank CEO Craig Larson and President Dave Rogstad share the real story behind their leadership transition…
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Succession Without Shortcuts: Lessons from Starion Bank’s President Search
Starion Bank CEO Craig Larson and President Dave Rogstad share the real story behind their leadership transition…
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3 Takeaways from the Recent Surge in Bank M&A and 1 Forecast (Plus Deal-Related Stock Ideas for 2026!)
Bank M&A Activity Is Increasing as Regulatory and Economic Frictions Ease The bank M&A environment is on fire! In 4Q25 alone, there…
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3 Takeaways from the Recent Surge in Bank M&A and 1 Forecast (Plus Deal-Related Stock Ideas for 2026!)
Bank M&A Activity Is Increasing as Regulatory and Economic Frictions Ease The bank M&A environment is on fire! In 4Q25 alone, there…
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All I Want for Christmas is a Strategic CFO: Community Bank & Fintech Talent Advice from Travillian
What 2025 Revealed About Community Bank Talent 2025 was anything but predictable for community banks navigating the talent market. Early…
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All I Want for Christmas is a Strategic CFO: Community Bank & Fintech Talent Advice from Travillian
What 2025 Revealed About Community Bank Talent 2025 was anything but predictable for community banks navigating the talent market. Early…
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Democratizing Derivatives: How Exchange-Traded Swap Futures Are Opening Doors for Community Banks
Why Community Banks Have Been Locked Out of Derivatives and Interest Rate Risk Hedging The most prominent promise of fintech…
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Democratizing Derivatives: How Exchange-Traded Swap Futures Are Opening Doors for Community Banks
Why Community Banks Have Been Locked Out of Derivatives and Interest Rate Risk Hedging The most prominent promise of fintech…
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How AI Is Reshaping Financial Product Discovery: A Follow-Up with Fintel Connect
Why AI-Driven Search Behavior Matters for Banks and Marketers Consumers are shifting from traditional search engines to AI tools like…
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How AI Is Reshaping Financial Product Discovery: A Follow-Up with Fintel Connect
Why AI-Driven Search Behavior Matters for Banks and Marketers Consumers are shifting from traditional search engines to AI tools like…
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Turning AI into Your Small Business CFO: A Conversation with Narmi and Grasshopper Bank
How AI Is Replacing Manual Small Business Financial Work Hosted by Keith Daly, Principal, Banking & Fintech Search at Travillian,…
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Turning AI into Your Small Business CFO: A Conversation with Narmi and Grasshopper Bank
How AI Is Replacing Manual Small Business Financial Work Hosted by Keith Daly, Principal, Banking & Fintech Search at Travillian,…
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What Generalist Investors Miss: Piper Sandler’s Stephen Scouten on Bank Performance, Credit, and M&A
This episode brings together host Andrew Liesch, Head of Bank Strategy at Travillian, and Stephen Scouten, Managing Director and Senior…
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What Generalist Investors Miss: Piper Sandler’s Stephen Scouten on Bank Performance, Credit, and M&A
This episode brings together host Andrew Liesch, Head of Bank Strategy at Travillian, and Stephen Scouten, Managing Director and Senior…
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A Share Liquidity Tool for Private Banks: Inside the My Private Shares Platform
As privately held banks navigate increasing complexity around shareholder management, one platform is helping them modernize without giving up control.…
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A Share Liquidity Tool for Private Banks: Inside the My Private Shares Platform
As privately held banks navigate increasing complexity around shareholder management, one platform is helping them modernize without giving up control.…
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Trailblazers Ep.5: Why International Payments Matter for Community Banks with Acceleron
This Travillian Next Trailblazers episode dives into the future of international payments for community banks and why getting this right…
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Trailblazers Ep.5: Why International Payments Matter for Community Banks with Acceleron
This Travillian Next Trailblazers episode dives into the future of international payments for community banks and why getting this right…
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3 Actionable Takeaways on AI for Community Bank Executives
Much like the introduction of the internet in the mid-1990s and the smartphone revolution 15 years ago, AI has the…
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3 Actionable Takeaways on AI for Community Bank Executives
Much like the introduction of the internet in the mid-1990s and the smartphone revolution 15 years ago, AI has the…
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Inside the Quiet War for Deposits: How Fulton Financial Is Playing the Long Game
In April 2024, Fulton Financial Corporation executed one of the year’s most compelling and forward-thinking bank acquisitions. The Pennsylvania-based lender…
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Inside the Quiet War for Deposits: How Fulton Financial Is Playing the Long Game
In April 2024, Fulton Financial Corporation executed one of the year’s most compelling and forward-thinking bank acquisitions. The Pennsylvania-based lender…
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The New Banking Playbook: Three Themes from the NEXT Forum
Last week, more than 150 bank executives and investors filled Lincoln Hall on the second floor of the Philadelphia Union…
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The New Banking Playbook: Three Themes from the NEXT Forum
Last week, more than 150 bank executives and investors filled Lincoln Hall on the second floor of the Philadelphia Union…
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Affiliate Marketing Strategies for Bank Leaders with Fintel Connect & Live Oak Bank
Amber Buker, Chief Research Officer at Travillian, sits down with Alana Levine, Chief Revenue Officer at Fintel Connect, and Melissa…
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Affiliate Marketing Strategies for Bank Leaders with Fintel Connect & Live Oak Bank
Amber Buker, Chief Research Officer at Travillian, sits down with Alana Levine, Chief Revenue Officer at Fintel Connect, and Melissa…
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What Banks Can Learn from EVP Rick Geloff and Bank of North Dakota’s Innovation Strategy
Host Amber Buker, Chief Research Officer at Travillian, sits down with Rick Geloff, EVP of Bank of North Dakota, to…
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What Banks Can Learn from EVP Rick Geloff and Bank of North Dakota’s Innovation Strategy
Host Amber Buker, Chief Research Officer at Travillian, sits down with Rick Geloff, EVP of Bank of North Dakota, to…
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Invictus Group & CFG Bank: Turning Stress Tests into Capital Planning
Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Zach Boyda, Treasurer at CFG Bank, and…
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Invictus Group & CFG Bank: Turning Stress Tests into Capital Planning
Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Zach Boyda, Treasurer at CFG Bank, and…
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Academy Bank on Laying the Foundation for a Fast BaaS Market Entry
Travillian Next host Amber Buker, Chief Research Officer at Travillian, sits down with David Robinson, Director of Fintech and Embedded…
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Academy Bank on Laying the Foundation for a Fast BaaS Market Entry
Travillian Next host Amber Buker, Chief Research Officer at Travillian, sits down with David Robinson, Director of Fintech and Embedded…
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Expanding Beyond Local Banking Limits: Denali State Bank + BancAlliance
Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Lori Bettinger, President of BancAlliance, and Steve…
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Expanding Beyond Local Banking Limits: Denali State Bank + BancAlliance
Host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Lori Bettinger, President of BancAlliance, and Steve…
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From Commodity to Competitive: How Three Banks Build Winning Products
Ten years ago, it was hard to imagine a world where a customer would select a bank based on something…
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From Commodity to Competitive: How Three Banks Build Winning Products
Ten years ago, it was hard to imagine a world where a customer would select a bank based on something…
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Solving the Talent Gap at a Fast-Growing Bank
There often comes a moment in the growth trajectory of successful banks where the talent in-house is outpaced by the…
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Solving the Talent Gap at a Fast-Growing Bank
There often comes a moment in the growth trajectory of successful banks where the talent in-house is outpaced by the…
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The Balance Sheet Moves Piper Sandler’s Scott Hildenbrand Says Banks Should Be Making Now
“All of the banks we talk to, for the most part, live and die by their spread. And I will…
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The Balance Sheet Moves Piper Sandler’s Scott Hildenbrand Says Banks Should Be Making Now
“All of the banks we talk to, for the most part, live and die by their spread. And I will…
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What’s Stopping Banks from Using AI? Featuring Finov8r Founder Allan Rayson
Community banks can’t afford to wait. In this Travillian Next episode, Keith Daly, Principal, Banking & Fintech Search at Travillian,…
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What’s Stopping Banks from Using AI? Featuring Finov8r Founder Allan Rayson
Community banks can’t afford to wait. In this Travillian Next episode, Keith Daly, Principal, Banking & Fintech Search at Travillian,…
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Top Performing Bank Stocks YTD: 3 Names Defying the Sector Slump in 2025
Familiar Themes Emerge in the Top Performing Bank Stocks Year-to-Date At the mid-point of a rollercoaster 2025, we decided it…
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Top Performing Bank Stocks YTD: 3 Names Defying the Sector Slump in 2025
Familiar Themes Emerge in the Top Performing Bank Stocks Year-to-Date At the mid-point of a rollercoaster 2025, we decided it…
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Boom to Bust: The Partner Bank Boom Revisited
The Partner Bank Boom Revisited It’s a little untoward in journalism to acknowledge the writer. But to tell this story,…
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Boom to Bust: The Partner Bank Boom Revisited
The Partner Bank Boom Revisited It’s a little untoward in journalism to acknowledge the writer. But to tell this story,…
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Banks, Breakfast Club, and Bold Moves: 2025’s Hiring Story So Far
Travillian’s Brian Love, Head of Banking & Fintech, and Michael Perito, Head of Bank Strategy, reunite in this informative Talent…
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Banks, Breakfast Club, and Bold Moves: 2025’s Hiring Story So Far
Travillian’s Brian Love, Head of Banking & Fintech, and Michael Perito, Head of Bank Strategy, reunite in this informative Talent…
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Cogent Law Breaks Down Cannabis Banking and Regulation
Curious how banks can navigate the complexities of the cannabis industry? This candid conversation delivers strategy, clarity, and a few…
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Cogent Law Breaks Down Cannabis Banking and Regulation
Curious how banks can navigate the complexities of the cannabis industry? This candid conversation delivers strategy, clarity, and a few…
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All Eyez on [Chi]me (ft. Mike Perito)
Chime filed their S-1 with the SEC in May, putting the wheels back in motion to conduct an IPO at…
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All Eyez on [Chi]me (ft. Mike Perito)
Chime filed their S-1 with the SEC in May, putting the wheels back in motion to conduct an IPO at…
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Trailblazers Ep. 4: How Kim Snyder Turned Banker Frustration into KlariVis Innovation
In this episode of Travillian Next Trailblazers, host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Kim…
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Trailblazers Ep. 4: How Kim Snyder Turned Banker Frustration into KlariVis Innovation
In this episode of Travillian Next Trailblazers, host Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Kim…
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