Travillian Next

Gone are the days when a few pens and local newspaper ads suffice for marketing in the banking industry. In today's digital era, analytics and technology have become the backbone of retaining existing customers and attracting new ones for community banks and credit unions. Join Keith Daly , Principal – Banking & Fintech Search, at Travillian , as he hosts a dynamic discussion featuring ind...

On July 19, Travillian Next hosted a live webinar where we discussed critical issues facing community banks and credit unions, including fintech partnerships, vendor optimization, risk vs innovation, and building a culture of growth mindset and talent. Travillian's Brian Love, Head of Banking & Fintech Search, and Keith Daly, Principal – Banking & Fintech Search, spoke with some of the...

Recent developments in the bank sector have led to confusion and uncertainty about the road ahead. In this wide-ranging and timely discussion with Travillian’s Head of Banking and Fintech, Brian Love, our panelists, including Bob Toma from Raymond James, John Reichert from Reinhart, and Joe Fenech from GenOpp Capital Management share their insights on the current state of bank fundamentals, though...

Scott Mills, the President of the highly renowned William Mills Agency, stands at the helm of one of the most prominent public relations and marketing firms specializing in the financial services industry. Recently, Scott engaged in a conversation with Brian Love, Head of Banking & Fintech at Travillian, shedding light on how reputational risk is alive and well, as evidenced from bank failures...

Are you ready to redefine talent acquisition and unleash the power within your organization? Step into the world of banking, where the pursuit of talent consumes the thoughts of all. It's a constant quest to find exceptional individuals, to hold onto those vital team members, and to nurture the rise of future leaders. In the heart of North Dakota, at Choice Bank , Samantha Berg serves as the C...

In his Travillian Next debut, Dimitris Malisianos , Principal, Banking & Fintech Search, engages with two recognized influencers and advocates of payments, innovation, and fintech: Jason Mikula , Publisher of Fintech Business Weekly and Managing Director of 312 Global Strategies BV and Panagiotis Kriaris , Commercial Director, and Head of Business Development at Unzer . Their discussion focuse...

Alexander Rolfe , a former FDIC Official and current Managing Director at  JCSmithAdvisors , recently joined  Travillian’s  Head of Banking & Fintech,  Brian Love , and Head of Strategic Advisory,  Indra Elangovan , to discuss the failure of  Silicon Valley Bank . Drawing on his experience as a bank examiner, Rolfe provides valuable insights into the regulatory environment and the risk landsca...

SouthState’s John Corbett is among the most respected CEOs in the banking industry today.  In this discussion with Travillian’s Head of Banking and Fintech, Brian Love and GenOpp Capital Management’s CIO, Joe Fenech, Corbett recounts the story of his career, growing a de novo community bank in central Florida two decades ago to the southeast regional force that SouthState Bank is today.  Along the...

The turmoil in the banking system over the past month will certainly lead to new legislation & regulatory oversight.  It is crucial to have advocates in Washington to ensure your story and preferences are heard, especially for smaller firms such as fintechs and BaaS Community Banks.      Phil Goldfeder took over as CEO of the American Fintech Council less than a month ago and was thrown right...

Continuing with Travillian Next's video series highlighting the nation’s highest-valued publicly traded banks, Brian Love , Head of Banking & Fintech at Travillian , and Joe Fenech, Chief Investment Officer at GenOpp Capital Management , speak to Stock Yards Bank & Trust CEO, Ja Hillebrand and Lake City Bank CEO, David Findlay . Recorded just prior to recent events impacting the bankin...

From the lens of an astute and forward-thinking balance sheet strategist, the root cause of the crisis goes beyond interest rate risk. This observation comes from none other than Scott Hildenbrand, Chief Balance Sheet Strategist at Piper Sandler, who engaged in an electrifying discussion with Travillian's Brian Love, Head of Banking & Fintech, and Indra Elangovan, Head of Strategic Advisor...

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...