Portfolio

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Independent Banker

Is technology getting the job done?

The best technology is the kind that supports both the customer and the community bank.

Building, growing, and scaling startup teams

The earliest hires are building the company's foundation.

Studies show AI can dull your thinking skills. Here's how it can also sharpen them

The trick is to outsource the right things, not everything.

Generative AI use cases for financial services

What is vibe coding? Plus, vibe coding tips and best practices

AI app builders to vibe code my way to fully functional products.

Quo (fomerly OpenPhone)

Customer Experience Automation: Do More With Less

For small teams juggling calls, emails, and other customer messages, keeping up can feel impossible. That’s where customer experience automation, or CXA, comes in.

Building economic resilience for your business

Advice from five ecommerce leaders on navigating uncertain conditions

Hiring Freezes to Growth: EORs Help Companies Stay Flexible

If you’re running a startup or smaller company, this might be your first time navigating economic uncertainty.

How I Prepared My Social Media for an Extended Leave

I run a solo business, so my income is 100% dependent on me. So what would happen if I couldn’t work?

Modern marketing analytics: Understanding the full user journey

Think strategically about the role of marketing analytics within your team and your organization as a whole.

Common SFTP Errors When Sending HRIS Data (And How to Fix Them)

Many companies rely on a secure file transfer protocol (SFTP) integration to move data from one platform to another, yet the process is notoriously finicky.

What is FedNow and what does it mean for real-time payments?

With the introduction of FedNow, a new instant payments system from the Federal Reserve, the world of instant payments is poised to change.

Independent Banker

Teen Debit Cards: Financial Literacy for the Next Generation

The days of teaching money management skills to kids via cash divided into “savings” and “spending” jars are long gone.

The future of work in the generative AI era: Strategic, creative, and fulfilling

Forward-thinking companies view the future of work as a way to empower their employees to be more efficient and creative. Generative AI has become one way for many companies to realize this vision.

First Internet Bank meets mortgage customers where they’re at

How an online-only bank combined automation, personal touchpoints to build a sleek customer experience.

Butter Payments

It’s the Data, Not the Customer: Why Recurring Payments Fail

Why subscription products and services have been trending for years, the underlying infrastructure to support such payments hasn't kept up.

Test What Matters: Level-Up Your Product Experiments with Behavioral Data

If the turnaround time from "hypothesis to change" is too long, businesses risk losing customers and revenue.

The Chronicle of Higher Education

Serving the Unique Needs of Adult Learners

Partnered with AWS, Project Kitty Hawk meets the challenge of helping the University of North Carolina System attract more adult learners.

Proactively DM your Instagram Followers to Lift Revenue 4%

Proactively DMing new followers is a great way to welcome shoppers to your brand, get them excited to shop on your site, answer questions, and drive more sales.

5 proven strategies to drive product adoption

By infusing personalization into your product adoption tactics, you're more likely to keep users engaged and happy.

Demystifying the mortgage underwriting process

Inside the mortgage underwriting process, from application to approval.

AR automation benefits during economic uncertainty

As economic uncertainty continues, shifting to digital AR and AP processes will bring stability and promote resiliency.

The Future of Fraud Prevention in Open Banking: Key Trends and Technologies

Global Open Banking users are expected to reach 132 million by 2024. Fraud prevention is increasingly important—learn about viable methods.

Don't slow technology spend in a downturn

Community banks can't afford to pause their technology plans.