Quick Q&A on
Planning strategically for banking’s next big challenges
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Financial institutions have their pick of vital growth areas on the horizon: refining a digital presence, tapping AI, maximizing cloud migration and more. The sheer scope of that challenge and opportunity should encourage banks to hone their vision and clearly define a strategy.
And there’s more. Banks are only at the beginning stages of the largest generational wealth shift ever known. How organizations use data to capture those asset transfers, perhaps by building out mobile features or improving customer personalization, could shape their customer success for years to come as trillions of dollars are passed down.
In this Q&A with Carlos Lopez from Jack Henry, you’ll learn:
- Steps to ensure assets in the generational wealth transfer are deposited in your institution
- Banking features that are most attractive to younger consumers
- Cost considerations for digital modernization
- Advantages of open banking as the U.S. tracks advances in Europe
- Strategies to attract and retain small and medium-sized businesses
