August 2023

AI's Impact on Data Management and the Customer Experience

AI has transformed the financial services landscape and will continue to have long-term impacts on the banking industry. In this article, see how banks that embrace AI technology to increase their data efficiency can tailor their customer experiences while bolstering their growth strategies.


7 Essential Elements to Integrate Financial Metrics and Risk Strategy

Growth-oriented banks that truly understand their risks can avoid unacceptable risks and make opportunistic and strategic decisions.


Practical Tips on Artificial Intelligence Risk Management

Institutions must update their internal policies and processes to address new and emerging risks in order to effectively and responsibly deploy AI.


The Case for Streamlined Treasury Management Services

Technology that streamlines documentation reduces the maintenance costs associated with compliance and leverages a self-service model.


Automating Back-of-House Lending Processes to Unlock Efficiency

By embracing back-of-house automation, banks can minimize risks, achieve operational efficiency and enhance customer experience while scaling loan operations.


September 19, 2023 | WEBINAR

Breaking Boundaries: Unleashing Organic Growth with Non-Traditional Strategies

Catch Nathan Baumeister, CEO and co-founder of ZSuite Tech in an engaging conversation with two bank leaders who have unleashed organic growth on both sides of the balance sheet, after embracing unconventional industry verticals, forging strategic partnerships and leveraging cutting-edge technology. Join us to discover the untapped potential within the financial landscape.

January 28-30, 2024 | Phoenix, AZ

Acquired or Be Acquired

As the premier growth and strategy event for bank CEOs, senior executives and board members, Bank Director's Acquire or Be Acquired Conference provides senior leadership teams with numerous opportunities to network with peers that share an interest in exploring financial growth opportunities, strategic initiatives and business partnerships.

The Deal on Fintechs provides a monthly snapshot of movement within the financial industry. Below is a list of last month's fintech and bank acquisitions and IPOs linked to source material for more information.



There were no fintech IPOs in July 2023