Strategy

CFOs’ North Star is building a fortress balance sheet generating resilient and growing earnings. It’s a tall order. The path to achieving and sustaining it is ever changing, since capital markets and balance sheet valuations are highly dependent on unpredictable external factors, most notably interest rates, the economy at large and regulatory expectations. The last couple of years have complicated many a CFO’s life even more. They must find ways to modernize their institutions’ infrastructure…

Regional banks are increasingly turning to digital tools to differentiate themselves. Simple examples range from integrating tools such as Yodlee's account aggregation and financial wellness tools into your digital platform to a stretch goal such as an omnichannel digital strategy. Investment in digital tools that fit your value proposition aimed at achieving specific goals (vs. “digital transformation”) can achieve simultaneously cost reduction and service enhancement results by  streamlining onboarding, enhancing fraud prevention, or enabling hyper-personalized…