Banking

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…
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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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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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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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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…
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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…
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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…
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The New Banking Playbook Three Themes from the NEXT Forum
Banking, Talent, Tech & Innovation, Wall Street

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
Banking, Talent, Tech & Innovation, Wall Street

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
Banking, Fintech, Tech & Innovation

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
Banking, Fintech, Tech & Innovation

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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innovation
Banking, Fintech, Tech & Innovation

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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innovation
Banking, Fintech, Tech & Innovation

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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Academy Bank
Tech & Innovation, BaaS, Digital Banking, Fintech

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
Tech & Innovation, BaaS, Digital Banking, Fintech

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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BancAlliance
Banking, Leadership, Strategy, Talent

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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BancAlliance
Banking, Leadership, Strategy, Talent

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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