Banking

Chuck Nabhan, Managing Director and Equity Research Analyst at Stephens, discusses fintech valuations and core banking technology against a modern financial services backdrop.
Artificial Intelligence (A.I.), Fintech, Tech & Innovation

Beyond the Hype: Stephens’ Chuck Nabhan on the “Fact vs. Fiction” of Fintech Valuations

Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Chuck Nabhan, Managing Director and Equity Research Analyst…
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Chuck Nabhan, Managing Director and Equity Research Analyst at Stephens, discusses fintech valuations and core banking technology against a modern financial services backdrop.
Artificial Intelligence (A.I.), Fintech, Tech & Innovation

Beyond the Hype: Stephens’ Chuck Nabhan on the “Fact vs. Fiction” of Fintech Valuations

Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Chuck Nabhan, Managing Director and Equity Research Analyst…
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Dimitar Karaivanov of Community Bank System and C.K. Lee of InterBank discuss bank strategy and leadership on the Wall Street to Main Street Travillian Next podcast
Wall Street, Banking

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, leadership backgrounds are evolving. Dimitar…
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Dimitar Karaivanov of Community Bank System and C.K. Lee of InterBank discuss bank strategy and leadership on the Wall Street to Main Street Travillian Next podcast
Wall Street, Banking

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, leadership backgrounds are evolving. Dimitar…
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Amber Buker and Andrew Liesch Q&A about Bank Director’s Acquire or Be Acquired (AOBA) conference in Phoenix, where discussions focused on bank strategy, technology, and competition beyond M&A.
Banking, M&A, Tech & Innovation, Wall Street

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 conference. But this year in…
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Amber Buker and Andrew Liesch Q&A about Bank Director’s Acquire or Be Acquired (AOBA) conference in Phoenix, where discussions focused on bank strategy, technology, and competition beyond M&A.
Banking, M&A, Tech & Innovation, Wall Street

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 conference. But this year in…
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Stock chart rising in front of a bank building silhouette representing differentiated banks driving outsized returns in bank stocks
Capital Markets, M&A, Wall Street

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 what drove some banks to…
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Stock chart rising in front of a bank building silhouette representing differentiated banks driving outsized returns in bank stocks
Capital Markets, M&A, Wall Street

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 what drove some banks to…
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Pathward bank leadership discussing culture-first talent strategy and innovation with Anthony Sharett, President at Pathward Bank
Talent, Company Culture

Culture as a Talent Magnet: How Pathward Earned an 84% Employee Satisfaction Score

Pathward’s culture-first approach has become a competitive advantage in attracting and retaining top banking talent…

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Pathward bank leadership discussing culture-first talent strategy and innovation with Anthony Sharett, President at Pathward Bank
Talent, Company Culture

Culture as a Talent Magnet: How Pathward Earned an 84% Employee Satisfaction Score

Pathward’s culture-first approach has become a competitive advantage in attracting and retaining top banking talent…

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Custodia Bank CEO Caitlin Long and Vantage Bank’s Shawn Main discuss digital assets, tokenized deposits, and community bank payments strategy.
Tech & Innovation, Digital Banking

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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Custodia Bank CEO Caitlin Long and Vantage Bank’s Shawn Main discuss digital assets, tokenized deposits, and community bank payments strategy.
Tech & Innovation, Digital Banking

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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Starion Bank leadership succession discussion with CEO Craig Larson and President Dave Rogstad
Talent, Leadership, Succession Planning

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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Starion Bank leadership succession discussion with CEO Craig Larson and President Dave Rogstad
Talent, Leadership, Succession Planning

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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Bank executives reviewing merger and acquisition strategy amid rising bank M&A activity
M&A, Wall Street

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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Bank executives reviewing merger and acquisition strategy amid rising bank M&A activity
M&A, Wall Street

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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Community bank recruiting leaders, Brian Love, Amber Buker, Keith Daly, discussing talent strategy and leadership hiring for 2026
Banking, Leadership, Talent

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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Community bank recruiting leaders, Brian Love, Amber Buker, Keith Daly, discussing talent strategy and leadership hiring for 2026
Banking, Leadership, Talent

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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Bank M&A discussion featuring investment bankers Dan Flaherty of Janney Montgomery Scott and Eugene Katz of D.A. Davidson with Travillian’s Brian Love and Andrew Liesch on diligence, culture, and deal strategy.
Wall Street, M&A

The Long Game of Bank M&A: Janney and D.A. Davidson on Diligence, Culture, and What Comes Next

From Deal Volume to Deal Quality: What’s Driving Today’s Bank M&A After years of regulatory drag, valuation gaps, and general…
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Bank M&A discussion featuring investment bankers Dan Flaherty of Janney Montgomery Scott and Eugene Katz of D.A. Davidson with Travillian’s Brian Love and Andrew Liesch on diligence, culture, and deal strategy.
Wall Street, M&A

The Long Game of Bank M&A: Janney and D.A. Davidson on Diligence, Culture, and What Comes Next

From Deal Volume to Deal Quality: What’s Driving Today’s Bank M&A After years of regulatory drag, valuation gaps, and general…
By
Eris swap futures enabling community banks to manage interest rate risk
Banking, Risk & Compliance

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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Eris swap futures enabling community banks to manage interest rate risk
Banking, Risk & Compliance

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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Travillian Next follow-up conversation with Alana Levine at Fintel Connect about how AI influences financial product discovery and ranking behavior.
Tech & Innovation, Artificial Intelligence (A.I.), Banking

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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Travillian Next follow-up conversation with Alana Levine at Fintel Connect about how AI influences financial product discovery and ranking behavior.
Tech & Innovation, Artificial Intelligence (A.I.), Banking

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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Keith Daly hosts a conversation with Chris Tremont of Grasshopper Bank and Nikhil Lakhanpal of Narmi discussing the new AI banking solution for small business.
Artificial Intelligence (A.I.), Digital Banking, Fintech, Tech & Innovation

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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Keith Daly hosts a conversation with Chris Tremont of Grasshopper Bank and Nikhil Lakhanpal of Narmi discussing the new AI banking solution for small business.
Artificial Intelligence (A.I.), Digital Banking, Fintech, Tech & Innovation

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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Piper Sandler
Wall Street, Capital Markets, Investing, M&A

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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Piper Sandler
Wall Street, Capital Markets, Investing, M&A

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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Building Brotherly Love Ira Robbins and Brent Beardall on Leadership Vulnerability and Fighting for Community Banking
Banking, Leadership, Strategy, Talent

Building Brotherly Love: Ira Robbins and Brent Beardall on Leadership, Vulnerability, and Fighting for Community Banking

Valley National Bank and WaFd Bank Leadership Ira Robbins and Brent Beardall take their roles representing the banking industry seriously.…
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Building Brotherly Love Ira Robbins and Brent Beardall on Leadership Vulnerability and Fighting for Community Banking
Banking, Leadership, Strategy, Talent

Building Brotherly Love: Ira Robbins and Brent Beardall on Leadership, Vulnerability, and Fighting for Community Banking

Valley National Bank and WaFd Bank Leadership Ira Robbins and Brent Beardall take their roles representing the banking industry seriously.…
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Share Liquidity
Banking, Strategy

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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Share Liquidity
Banking, Strategy

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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Tech & Innovation, Digital Banking

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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Featured Image 1
Tech & Innovation, Digital Banking

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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AI
Tech & Innovation, Artificial Intelligence (A.I.), Fintech

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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AI
Tech & Innovation, Artificial Intelligence (A.I.), Fintech

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…
By
Featured Image
Deposits, Banking

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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Featured Image
Deposits, Banking

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…
By
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