Travillian Next

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...

Keith Daly , Director – Banking & Fintech at Travillian, sits down virtually with Peter Hazlehurst , Co-Founder & CEO at Synctera & Kevin Herrington , President, CEO and Chairman at Lineage Bank .   The topics discussed include: Synctera’s BaaS technology to assist community banks & fintechs partner quicker and efficiently. The keys to a successful partnership such as Lin...

Travillian hosted a webinar with two executive leaders in the evolution of banking on November 10, 2021.  Panelists: ​ •  Brian Johnson  – President, CEO, & Director, Choice Financial Bank •  Nikhil Lakhanpal  – Co-Founder, Narmi  Choice Financial Group • Headquartered in Fargo, North Dakota, Choice Financial Group is a $3.2B community bank and the #1 Ag bank in N...

The Travillian Tech-Forward Bank Index was created to identify a select group of banks that are best positioned at the convergence of traditional banking and fintech.  We are producing a series of reports highlighting banks on the index that will help provide a better understanding of the unique culture, value system, leadership, and decision-making processes that have positioned these instit...

Hard to believe, but It has been close to a year since Covid completely disrupted the lives of almost everyone on the planet.  Over this period, new challenges have forced companies to adapt and find new ways to provide services to their customers and employees.   In this episode of Travillian NEXT, Keith Daly of The Travillian Group sits down with Casey to discuss how Quontic Bank...

For the last several years, Boston-based Radius Bank had been a popular name in banking, due to their transformation from sleepy community bank to an innovative player committed to mobile-centric banking and unique fintech partnerships. They became even more prominent when it was announced in early 2020 that well-known fintech LendingClub was to acquire them, a game-changing transaction that has r...

Jeffery Kendall, Chief Executive Officer at NYMBUS , joins Keith Daly, Executive Recruiter, at The Travillian Group, for dynamic chat on the current trends in banking & fintech and what the future holds as banking rapidly evolves in the digital age. NYMBUS is a cloud-based ecosystem that helps banks and credit unions transform their capabilities and drive value in today’s digital marketplace....

Travillian NEXT proudly hosts a true FinTech innovator:  Nathaniel Harley , the CEO & Co-Founder of  MANTL , a fast-growth FinTech that partners with community banks for omni-channel account opening products. They offer a customer-centric outer core ecosystem that gives banks and credit unions the flexibility to innovate using modern technology, while owning...

The Travillian Group hosted three top Northeast and Mid-Atlantic focused depository investment bankers in a discussion about how they’re advising their bank clients today. Topics included M&A, strategies around operational efficiencies, and resourcefully deploying capital in these uncertain times.  Please click on the link to the right to view the entire webinar. ​​ Panelists: ​ Scott Cla...

The Travillian Group was proud to host four industry innovators in a discussion about their experience solving the “digital riddle”. We spoke about how to successfully implement a digital strategy by repositioning your bank’s culture, integrating current team members and recruiting dynamic talent.  Panelists: ​ Patrick Sells, Chief Innovation Officer,  Quontic Bank Jill Castilla,&nb...

Three trailblazing bank executives, Larry Mazza (CEO, MVB Financial), Eric Sprink (CEO, Coastal Financial Corporation) and Chuck Shaffer (CEO and Director, Seacoast Banking Corporation of Florida) have been ahead of the pack in their banks’ progressive utilization of technology, data and FinTech partnerships.  The Travillian Group’s Brian Love and co-moderator Joe Fenech examined the origin o...

Bitcoin has been in the news lately with the rapid increase in price and institutional investors starting to jump in. There are still many questions about Bitcoin and how it will become a mainstream investment and product offering for community banks and financial institutions.  Yan Zhao , President at NYDIG & Patrick Sells , Head of Bank Solutions at NYDIG join Keith Daly , Executiv...

The Travillian Group hosted three top Southwestern-focused depository investment bankers. They discussed trends within the Southwest and the community banking landscape nationally.  ​Our panelists covered topics including: ​M&A / Industry Consolidation Capital Markets – Sub-debt / Equity Issuance “New Normal” Post-COVID Talent​​ Southwest Regional Outlook Regulation FinTech Succession Planning Pan...