A Bank with Fresh, Innovative Culture and How it Achieves High Employee Retention A Conversation with Mary Jayne Crocker, EVP Chief Operating Officer at Bridgewater Bank

​Mary Jayne Crocker, EVP Chief Operating Officer, at Bridgewater Bank, joins Travillian’s Brian Love in a transparent discussion on Bridgewater Bank’s “unconventional” culture, how they attract younger talent and maintain employee retention…

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Bank M&A Has Accelerated as Expected, Though Market Reaction Remains Muted

The market has cast a wary eye toward the stocks of most acquisitive banks. For several months now, we’ve noted that while we expected the pace of bank M&A to pick…

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Best Practices and Recent Placements

We’re all looking for new talent- here’s five tips to get it right: As evidenced by a strong jobs report this week, hiring is up across the board. The American economy added…

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What Gen Zers Really Want from Community Banks A Conversation with 40 Grand Founder and long-time Fintech consultant, Dion Lisle, as well as his son, Dylan Lisle

Travillian’s Brian Love and Keith Daly are joined by Dion Lisle and Dylan Lisle to discuss some “Gen Z” takeaways on what’s important for community banks to consider when it comes to winning younger customers. Travillian’s Banking and…

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For Investment Bankers, a Shifting M&A Landscape Demands Adaptability (and Creativity)

The business model at investment banking firms serving the regional and community bank sector over the past few decades has worked very well, helped by an extraordinary level of deal activity,…

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The Importance of Digital Flexibility: A Conversation with Kevin Kielbasa, Head of Business Development at Narmi

​Kevin Kielbasa, Head of Business Development at Narmi, joins Travillian’s Keith Daly in a dynamic discussion on the quickly evolving relationships between banks and fintech partners. They cover many topics…

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2021 Mid-Year Banking and Fintech Marketing Roundup

A very strong economy is providing a tailwind for bank fundamentals, and we are increasingly encouraged. While the vigorousness of the economic recovery is likely to vary across the country, the…

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Counter-Trend M&A Can Often Prove The Wisest Course In The Long Run

M&A waves typically reflect a “follow-the-herd” mentality.  More often than not, periods of heightened bank sector M&A activity seem to be driven by a few common themes in each cycle.  But…

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Surprising Trends Around Recent Bank M&A

Like the Summer Heat, M&A Activity Has Spiked, And In Many Ways Seems Fairly Conventional. A number of high-profile M&A transactions — like M&T / People’s United; Webster / Sterling;…

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The Travillian Group and The IR Group Announce Strategic Partnership to Offer Complementary Services ​to the Financial Institutions Industry

Philadelphia, PA and Seattle, WA – June 3, 2021- The Travillian Group, LLC, and The IR Group, Inc. today announced they have formed a strategic partnership, combining The Travillian Group’s search…

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Russell Reconstitution Update: Need to Knows – Volatility, Programmatic Selling & the M&A Effect

This has been a unique year in many ways, and that certainly applies to the upcoming reconstitution of the Russell U.S. Indexes.  As we’ve discussed at length in prior updates,…

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The Countdown To Travillian’s Tech-Forward Bank Index

With 1Q bank earnings season now just about behind us, on May 19th, we will be announcing the first group of banks that will comprise The Travillian Group’s Tech-Forward Bank…

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Bright Outlook for Banks in 2021 Drives Fierce Competition for Talent

2020 was an introspective and reactive time for banks, but 2021 has brought back confidence and excitement in the industry. “Merger mania” is beginning to take hold and is likely to…

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A Conversation with CEOs Brent Beardall and Ira Robbins: ​Building Culture, Retaining and Attracting Talent and Grooming the Next Generation

Entrepreneurial-minded CEOs Ira Robbins (Valley Bank) and Brent Beardall (Washington Federal) engaged in a dialogue around the evolution of their banks’ cultures under their leadership. The Travillian Group’s Brian Love and co-moderator Joe Fenech examined…

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