David is a recognized authority on business strategy and change management with over 20 years of senior management experience at “Top 10” banks and leading community banks. He is president of Peak Performance Consulting Group, which helps banks and credit unions achieve superior revenue growth, sales and distribution effectiveness and cost efficiency.
Most financial institution budget plans focus too much on increments versus aspirational change. Here’s how to optimize your performance.
Banks stand at the crossroads of digital services and consumer expectations. Use these five initiatives as a roadmap to move forward.
Banks in 2019 have a choice to either fear the future or track the trends as they work to maintain independence and relevance.
For all the talk about making branches advice centers, bank leaders aren’t giving employees the right tools. And that is a set up for failure.
Buying branches can chart a fast route to market share. But more than ever, purchasers must prepare a long, cautious checklist.
The late Southwest Airlines CEO believed in what also works as blue-skies advice for banking: Get out of the office.