Travillian Next

With the credible perspective very few possess, Hernan Hernandez sheds light on this past weekend’s wild events which shockingly led to Silicon Valley Bank and Signature Bank failing. Joined by Travillian hosts, Brian Love and Indra Elangovan , Hernan tries to piece together what the FDIC may have missed and gives gives a behind-the-scenes view of the fair auction, bidding process and how this eve...

As the fight for fee income intensifies, community banks are looking for new ways to compete in an ever-changing landscape. Larger banks are eliminating overdraft, ATM, and other fees that will drastically hurt the bottom lines of community banks. Moreover, government agencies have suggested it may be cracking down even more on fee income. Keith Daly , Principal of Banking & Fintech Search at...

In the dynamic world of banking and fintech partnerships, collaboration is key to achieving success and growth. Similar to the importance of building strong relationships in your personal life, BaaS Bank and Fintech partners must align on major strategic decisions to establish a solid foundation for their partnership. Join Keith Daly , Principal, Banking & Fintech Search at Travillian , as he...

SmartBank's exceptional track record as a premier financial institution for over a decade has positioned it as an exemplary model for community banks seeking to nurture and invest in their own workforce. With a strong focus on talent development and employee retention, SmartBank has implemented a variety of internal mentorship and leadership initiatives to develop and empower emerging leaders...

As the legal cannabis market continues to grow, many community banks and credit unions are looking for ways to support this thriving industry. Banking cannabis brings its own set of challenges and regulations, but with the right partners, it can be a lucrative opportunity for financial institutions.  Cannabis is now legal for recreational use in 21 states, and DC.  Furthermore, it is app...

Nate Mittag and Frank Sorrentino , Managing Directors of FIG at Stephens , joined Brian Love , Head of Banking and Fintech at Travillian , in a conversation about the state of the community banking space in 2023. Economic uncertainties around AOCI, credit and equity have altered some banks’ strategies but Nate and Frank share their thinking on opportunities for banks to plant seeds, think introspe...

Travillian is excited to welcome industry-veteran Tom Bell , CEO of Maast , to discuss the payments ecosystem in a new episode of Travillian Next. Bell’s accomplished career spans decades and includes influential roles like EVP, Corporate Strategy at First Data and CEO of Bank of America’s Merchant Services division . Bell introduces Maast and how the Synovus Bank -backed “Money-as-a-Service” init...

Two of the most well-respected CEO’s in the banking industry – Community Bank System’s Mark Tryniski and ServisFirst Bancshares’ Tom Broughton – join Brian Love, Head of Banking & Fintech at Travillian , and Joe Fenech , Managing Principal of SMBT Consulting, LLC, for an insightful discussion on the approach employed by each bank on their path to success and other observable traits of the nati...

Travillian is excited to welcome industry veteran Tom Bell, CEO of Maast, to discuss the payments ecosystem in a new episode of Travillian Next. Bell's accomplished career spans decades and includes influential roles like EVP, Corporate Strategy at First Data, and CEO of Bank of America’s Merchant Services division. Tom introduces Maast and how the Synovus Bank-backed  “money-as-a-service” in...

Embedded Banking. Banking-as-a-Service. Embedded Finance. Whatever you want to call it, banks are both excited and skeptical about the recent upsurge in the adoption of this initiative. BaaS can lead to reaching underserved markets, increased deposit growth and fee revenue, and entering new geographies and hyper-specific communities. But it comes with risks and entering this space needs...

Brian Love , Head of Banking and Fintech at Travillian , is joined by Todd Weiden , Principal and Founder of Saltee Co . Weiden has nearly 20 years of experience as a rising star, most recently as Synovus' Director of Strategic and Business Transformation and previously as SunTrust's EVP of Branch Transformation. Todd recently established his consulting firm, Saltee Co, “that exists to BRING TO LI...

As with the Alamo, the opposition is coming from all angles these days for community banks: fintech’s, Mega Banks, Wall Street, Walmart, Big Tech, etc.…Innovation, BaaS, Fintech Partnerships & Technology will help community banks compete in a rapidly changing industry where mega banks have the advantage of investing billions into new products and tech. Matthew Smith is a community banker at he...

Risk and Compliance has always been a critical function for community banks, especially so today when tech-forward banks are involved in complicated BaaS and embedded finance partnerships with fintechs and other vendors. An integral part of this foundation is recruiting and retaining top talent for the team. Keith Daly , Director – Banking & Fintech at Travillian is joined by Coastal Fina...

Brian Love, Head of Banking & Fintech at Travillian, and Jeff Cardone, Partner at Luse Gorman, chat primarily about how community banks should be thinking about their succession planning.  Still an extraordinarily hot button issue, Cardone explains how the lack of succession is a key driver of M&A. Topics discussed: How succession planning drives community bank M&A. Key decision m...

Tune into our latest video where The Fintech Cowboys , Dave Mayo and Tanner Mayo , are lassoed into a compelling discussion with Travillian’s Keith Daly and Brian Love .  They discussed: The Bankers Helping Bankers (BHB) BaaS Association , launched by FedFis & Travillian earlier this year. Talent needed at Tech-Forward banks to compete and grow in the current market The Fintech Round...

On Thursday, July 7th, Travillian had the opportunity to speak with a trio of bank executives, each at different stages of their tech-forward journey. In a nod to their innovation accomplishments, Communities First Financial Corporation and Central Payments are also members of the Travillian NEXT Tech Forward Bank Index . And spoiler alert, it’s very likely First Fed will also join this select gro...

John Allison , Chairman and CEO of Home Bancshares , is one of the great value creators in the bank sector over the past 3+ decades. Through the lens of his experience, Mr. Allison speaks to the issues confronting the banking sector today and discusses with our moderators the key attributes that have driven the success of Home Bancshares, one of the nation’s top-performing and highest valued publi...

Horicon Bank, a 125-year-old bank based in Wisconsin, made a unique decision to acquire a fintech, Monotto, thereby acquiring its’ founder, Christian Ruppe, to become the bank’s innovation lightning rod. Travillian's Head of Banking & Fintech, spoke with Christian, now the VP of Digital Banking at Horicon Bank, to discuss the importance of fostering innovation and diversity within organization...

Fintech has only scratched the surface in terms of its capabilities, so it’s not surprising that the number of startups dedicated to this burgeoning space is growing. Travillian's Keith Daly , Director – Banking & Fintech Search, spent some time with Cameron Peake , Partner at Financial Venture Studio , to discuss how she is helping entrepreneurs to navigate the fintech startup terrain. As the...

Scott Hildenbrand , Managing Director and Chief Balance Sheet Strategist at Piper Sandler , discusses the economic moment and what it means for community banks and their balance sheets. Scott gives his thoughts on better-run ALCO meetings, how to think through a high loan-to-deposit ratio, and the transformation of the CFO position over time.

Banking-as-a-Service has exploded over the past few years and will continue to grow at a rapid pace going forward. In honor of International Women's Day , Keith Daly , Director of Banking and Fintech Search at Travillian , sat down with Kate Drew , Director of Research for CCG Catalyst and one of the Top 100 Women in Fintech in 2021 , for a dynamic chat on the current trends and future needs for c...

Bank technology and operations innovator, Corey LeBlanc , has taken his talents to South Florida as co-founder, COO/CTO of Locality Bank , a De Novo community bank. Locality’s focus is to “reinvent” small business banking by marrying personal relationships with cutting-edge, digital native technology to solely focus on customer service and experience. From white-board to charter in less than...

Travillian NEXT proudly welcomes: Adam Aspes – General Partner at JAM Special Opportunity Ventures, LLC Matthew Kelley – Director at JAM FINTOP Bank Network Ryan Zacharia – General Partner at JAM Special Opportunity Ventures, LLC What technology should community banks be focused on in 2022 and beyond? How will talent adapt to new technology? JAM FINTOP is helping financial institutions p...

Keith Daly, Director Banking & Fintech Search at Travillian throws on the cowboy hat and sits down with Bobby Button, SVP, FinTegration Strategy & Sales at FEDFIS.  FedFis is a financial institutions data analytics and strategy system which tracks Financial, M&A, and Vendor data (including technology vendors) on every bank and credit union in the United States.   Dave Ma...

Keith Daly, Director - Banking and Fintech Search at Travillian, sits down with Wenni Wu, Head of Customer Experience & Marketing at Piermont Bank. Speaking from Piermont's headquarters in Midtown Manhattan, topics include:  BaaS & Credit Banking  Fintech Partnerships Technology 2022 trends In mid-2019, Piermont Bank exploded onto the banking scene as a de novo, digital commercia...