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Ep 10: Saving Your Customers by Supporting Small Business

33 min · 24. touko 202133 min
jakson Ep 10: Saving Your Customers by Supporting Small Business kansikuva

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Small businesses everywhere are looking for avenues that will make running their companies easy. As a financial institution, why are you allowing non-bank competitors to serve the needs of your customers? In Episode 10, Derik Sutton shares his experience helping institutions meet their customers where there are by offering a solution that their business customers not only need but makes life easier for them. Listen in to discover how your institution can better assist small businesses with resources like integrated payments and embedded banking all while protecting & growing those valued relationships & attracting new ones. Derik Sutton [https://www.linkedin.com/in/deriksutton/] Autobooks [http://www.autobooks.co/] Fitech [http://www.fitech.com]

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jakson Ep 12; Pivoting Nonprofits to the Future of Fundraising kansikuva

Ep 12; Pivoting Nonprofits to the Future of Fundraising

It’s no secret that nonprofit organizations are fully dependent on fundraising & charitable giving. As Bridget Daly, of GiveCentral, shares, gone are the days of gifting by check. While COVID may have thrown a wrench in gifting briefly, new & improved ways of receiving donations have surfaced. Ease of giving & use of a sophisticated system are paramount as donors want to feel a one-stop-shop experience. As a financial institution who serves these nonprofits, both as customers and as donors, it’s important to have access to affordable & flexible options that will benefit these organizations. Bridget Daly [https://www.linkedin.com/in/bridget-daly-3a386114/] GiveCentral [https://www.linkedin.com/company/givecentral/] Fitech [http://www.fitech.com]

30. kesä 202127 min
jakson Ep 10: Saving Your Customers by Supporting Small Business kansikuva

Ep 10: Saving Your Customers by Supporting Small Business

Small businesses everywhere are looking for avenues that will make running their companies easy. As a financial institution, why are you allowing non-bank competitors to serve the needs of your customers? In Episode 10, Derik Sutton shares his experience helping institutions meet their customers where there are by offering a solution that their business customers not only need but makes life easier for them. Listen in to discover how your institution can better assist small businesses with resources like integrated payments and embedded banking all while protecting & growing those valued relationships & attracting new ones. Derik Sutton [https://www.linkedin.com/in/deriksutton/] Autobooks [http://www.autobooks.co/] Fitech [http://www.fitech.com]

24. touko 202133 min
jakson Ep #9: Strategic Planning-It’s Not Just About the Numbers kansikuva

Ep #9: Strategic Planning-It’s Not Just About the Numbers

Strategic planning is something every bank should be doing on an annual basis, but according to our guest in Episode 9, Bert Purdy, it shouldn’t just be about the numbers. A community bank's mission is to help their customer's dreams come true. Part of how they achieve that is by having a strong company culture with a clear vision that starts at the top & flows throughout the entire team. Profit is not a purpose, it’s a result. By empowering your employees, giving them a voice, and getting them to buy into the ‘why’, the more successful a strong strategic plan will be. Bert Purdy [https://www.bkd.com/search-solr?keys=purdy] Fitech [http://www.fitech.com] Simon Sinek – Start with Why [https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action?language=en]

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jakson Ep #8: What Is a True Partnership? kansikuva

Ep #8: What Is a True Partnership?

Partnership. An overused term these days? Sometimes, maybe. But to Gordon Roberts & Southside Bank, they trust and rely on a true vendor partnership. Join us in Episode 8 as Gordon discusses what partnership means to him and the bank and why it’s so important. It’s more than just a contract. It’s having a relationship with an industry expert, knowledgeable in their field, up-to-date on market trends & technology, a company who can bring solutions and flexibility to the table, and most importantly, a company whose core values align with those of the bank. Community banking is unique and requires non-cookie cutter solutions and the ability to color outside the lines. Southside Bank [https://www.southside.com/] Fitech [http://www.fitech.com]

24. marras 202022 min