Strategies & budgeting for financial institutions

Research indicates that for banks and credit unions to compete with megabanks, they should focus on data insights, speedy technology, AI-powered solutions, cybersecurity, and Gen Z marketing. 2024 is deemed a 'crossroads year' for the financial industry, demanding urgent deployment of user experiences, personalized offers, and a top-notch digital banking platform. The playbook, featuring insights from Brett King, Jim Marous, Jim Perry, and Ron Shevlin, provides perspectives, strategies, budget priorities, and valuable technologies for gaining a competitive edge in this evolving landscape.