Unlocking the Bank Data Vault with Kim Snyder, CEO & Founder at KlariVis
The saying goes, “if you can’t measure it, you can’t manage it.” This has been a major struggle for community banks over the years regarding tapping into the massive amount…
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Travillian Wrap Up: Charting the Future at the American Fintech Council Policy Summit
A perspective from Travillian’s Indra Elangovan, Head of Strategic Advisory: I recently participated in the AFC Policy Summit with my colleague Keith Daly, our in-house fintech guru. The event was…
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Bank Talent Wars, The (Work) Force Awakens: How Tech is Shaping Bank’s Talent Strategies
In our latest Travillian Next episode, Charles Potts, EVP and Chief Innovation Officer at ICBA, joined our host, Brian Love, Head of Banking & Fintech at Travillian, for a lively…
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Ask And You Shall Receive! Hot Topics in Banking with Banc of California COO, John Sotoodeh
The next exclusive Travillian Next episode features John Sotoodeh, Chief Operating Officer of Banc of California, in a one-on-one conversation with Travillian’s Dimitris Malisianos of our Banking & Fintech team….
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Keep on Truckin’: Triumph’s Unconventional Rise in Fintech
Travillian Tech-Forward Bank Index Profile IIII This is the fourth edition of the Travillian Tech-Forward Bank Index profiles. The Travillian Tech-Forward Bank Index highlights public and privately-held banks that saw…
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Optimism Amidst Uncertainty: What’s Next for Bank Executives and Balance Sheets?
Discover insights from industry expert Matt Resch, Founder of RT Partners (7/2023 – Present), Co-Head of PNC FIG Advisory (4/19 – 7/2023), and Co-Founder of Ambassador Financial Group (9/2006 –…
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Q3 Bank Earnings Preview and Why We’re Approaching a New Bank Stock Investment Cycle
The bank stock roller coaster ride continued during Q3. Bank stock performance during the third quarter seemed to validate both the hopes and fears of just about all market observers. …
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Bank Board Insights Series Part IV: Are Bank Boards Risky Enough?
In light of the collapse of Silicon Valley Bank which has been widely attributed to the absence of bank risk management, we had a theory that Bank Board expertise in…
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From Retirement Dreams to CFO Reality: 5 Insider Tips for Successful Succession Planning
Since 2020, over 60% of Travillian’s talent mandates have been in the offices of the CFO or CRO. Stop me if you’ve heard this before, but risk and finance talent…
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Community Bank CEOs Q&A with Cushman & Wakefield: A Deep Dive of Facts, Stats and Key Trends in CRE
View the Cushman and Wakefield full slide deck, here. Commercial Real Estate (CRE) has been a frequent topic in recent headlines, with concerns about navigating potential issues related to CRE…
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The Road to Roger: Launching a Digital Bank, a Conversation with Jill Castilla & Jeffery Kendall
Jill Castilla, President and CEO at Citizens Bank of Edmond ($375M in Assets / Edmond, OK) is a Veteran, military mom and military spouse. Besides her role as CEO at…
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Navigating Challenges: A Candid Discussion with ICBA Panelists on the Vital Role of Community Banks
Exploring the resilience of community banks amid macroeconomic pressures, we had an enlightening discourse with ICBA Panelists. We welcomed ICBA (Independent Community Bankers of America) – ardent advocates for community…
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Tech-Bank Reality Is More Nuanced Than Negative Headlines And Sour Sentiment Would Suggest
“History never repeats itself, but it does often rhyme.” -Mark Twain It’s been a rough couple of years for Fintech and many Fintech-affiliated banks. Valuations for pure Fintech companies peaked…
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Never Underestimate the Power of Simplicity: A Conversation with InterBank’s President, C.K. Lee
With an incredibly diverse past in investment banking, private equity, and bank regulation, InterBank’s President and COO, C.K. Lee, is one of the industry’s most well-rounded executives. He joined InterBank…
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