Jim Perry
@strategistjim.bsky.social
Helping banks & CUs reimagine what’s possible—tracking trends from #AI to #GenZ and shaping bold, future-ready growth strategies.
"Soft switching" may be costing your institution its role as consumers’ primary financial institution, according to J.D. Power. So who’s winning? Top of the list is the #fintech Chime.
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Consumers Say It's Not You, It's Chime
You may have lots of checking accounts, but do you really have the deposits? 'Soft switching' could be cleaning you out.
buff.ly
November 12, 2025 at 12:35 PM
"Soft switching" may be costing your institution its role as consumers’ primary financial institution, according to J.D. Power. So who’s winning? Top of the list is the #fintech Chime.
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Honoring all who served — today and every day — for their courage, sacrifice, and commitment to protecting the freedoms we often take for granted.
November 11, 2025 at 12:30 PM
Honoring all who served — today and every day — for their courage, sacrifice, and commitment to protecting the freedoms we often take for granted.
We’re well into November, and three forces are already shaping the rest of the year: renewed big-bank consolidation, #agenticAI moving from curiosity to consideration, and a looser regulatory posture that’s opening new doors. Here are a few insights: buff.ly/M6HfWay
November 9, 2025 at 8:46 PM
We’re well into November, and three forces are already shaping the rest of the year: renewed big-bank consolidation, #agenticAI moving from curiosity to consideration, and a looser regulatory posture that’s opening new doors. Here are a few insights: buff.ly/M6HfWay
PNC boosts new-branch effort to 300 by 2030
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
PNC boosts new-branch effort to 300 by 2030
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago.
buff.ly
November 7, 2025 at 6:56 PM
PNC boosts new-branch effort to 300 by 2030
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
With #GenZ in mind: U.S. Bank just blurred the line between credit cards and Buy Now, Pay Later with its new Split Card—an interest-free Mastercard that automatically turns every purchase into equal monthly payments.
U.S. Bank launches Split™ World Mastercard®
Split Card automatically converts purchases into plans with equal monthly payments, no interest or annual fee.
buff.ly
November 6, 2025 at 12:05 PM
With #GenZ in mind: U.S. Bank just blurred the line between credit cards and Buy Now, Pay Later with its new Split Card—an interest-free Mastercard that automatically turns every purchase into equal monthly payments.
Thrilled to be featured on @innfin 2025 #PrideinFinTech Powerlist, celebrating the incredible achievements of LGBTQIA+ leaders across FinTech!
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
November 3, 2025 at 5:15 PM
Thrilled to be featured on @innfin 2025 #PrideinFinTech Powerlist, celebrating the incredible achievements of LGBTQIA+ leaders across FinTech!
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
At this year’s #Money2020, the first #LGBTQ+ MeetUp 🏳️🌈 reminded me that inclusion isn’t a finish line—it’s a catalyst for innovation. When technology and identity converge, the future of finance becomes more adaptive, more inclusive, and more human. www.linkedin.com/pulse/final-...
A Final Thought from Money20/20 USA
At this year’s Money20/20 USA, I had the privilege of co-hosting the first #LGBTQ+ MeetUp with Michelle Swiec from KPMG. It turned out to be much more than a networking event—it was a moment of connec...
www.linkedin.com
October 29, 2025 at 8:41 PM
At this year’s #Money2020, the first #LGBTQ+ MeetUp 🏳️🌈 reminded me that inclusion isn’t a finish line—it’s a catalyst for innovation. When technology and identity converge, the future of finance becomes more adaptive, more inclusive, and more human. www.linkedin.com/pulse/final-...
💡The first wave of the $124T wealth transfer isn’t generational—it’s between spouses. Most of it will go to women. Banks + credit unions that earn their trust now will keep those relationships later. Download this new report from #Alkami: tinyurl.com/4c2dsfmv
October 29, 2025 at 8:35 PM
💡The first wave of the $124T wealth transfer isn’t generational—it’s between spouses. Most of it will go to women. Banks + credit unions that earn their trust now will keep those relationships later. Download this new report from #Alkami: tinyurl.com/4c2dsfmv
Why Does Everyone Want to Be a Bank Now?
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business
Why Does Everyone Want to Be a Bank Now?
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood.
buff.ly
October 28, 2025 at 2:16 PM
Why Does Everyone Want to Be a Bank Now?
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business
Don't miss: "Financial Services in the Age of AI: Keys to Securing GenAI Experiences in Financial Services." I'll be joined by David Januchowski to explore how customer identity provides a secure and accessible foundation for GenAI and other digital solutions for banking customers. buff.ly/0yjH4ED
October 21, 2025 at 6:13 PM
Don't miss: "Financial Services in the Age of AI: Keys to Securing GenAI Experiences in Financial Services." I'll be joined by David Januchowski to explore how customer identity provides a secure and accessible foundation for GenAI and other digital solutions for banking customers. buff.ly/0yjH4ED
First Citizens to acquire 138 BMO branches
Buying the branches, which span 11 states, furthers First Citizens’ effort to expand nationally, bank executives said. One analyst, though, said it gives the North Carolina-based lender “a weird map.” buff.ly/En6D1AP | @BankingDive
Buying the branches, which span 11 states, furthers First Citizens’ effort to expand nationally, bank executives said. One analyst, though, said it gives the North Carolina-based lender “a weird map.” buff.ly/En6D1AP | @BankingDive
First Citizens to acquire 138 BMO branches
Buying the branches, which span 11 states, furthers First Citizens’ effort to expand nationally, bank executives said. One analyst, though, said it gives the North Carolina-based lender “a weird map.”
buff.ly
October 17, 2025 at 11:35 AM
First Citizens to acquire 138 BMO branches
Buying the branches, which span 11 states, furthers First Citizens’ effort to expand nationally, bank executives said. One analyst, though, said it gives the North Carolina-based lender “a weird map.” buff.ly/En6D1AP | @BankingDive
Buying the branches, which span 11 states, furthers First Citizens’ effort to expand nationally, bank executives said. One analyst, though, said it gives the North Carolina-based lender “a weird map.” buff.ly/En6D1AP | @BankingDive
The 5 next big things in fintech and blockchain for 2025 www.fastcompany.com/91411606/fin...
The 5 next big things in fintech and blockchain for 2025
Agents that outsmart phishing attacks, digital DNA for photos and videos, a way for humans to prove they’re human, and more.
www.fastcompany.com
October 17, 2025 at 10:33 AM
The 5 next big things in fintech and blockchain for 2025 www.fastcompany.com/91411606/fin...
Walmart Launches #AI-First Shopping Experience, Customers Can Checkout Within ChatGPT buff.ly/MHWzdvn | @pymnts
Walmart Launches AI-First Shopping Experience, Customers Can Checkout Within ChatGPT | PYMNTS.com
Walmart announced on Tuesday (Oct. 14) that it has partnered with OpenAI to create AI-first shopping experiences, allowing customers and Sam’s Club
buff.ly
October 14, 2025 at 9:38 PM
Walmart Launches #AI-First Shopping Experience, Customers Can Checkout Within ChatGPT buff.ly/MHWzdvn | @pymnts
I'm excited to share that I'll be speaking at #Money20/20 USA.
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
October 9, 2025 at 8:16 PM
I'm excited to share that I'll be speaking at #Money20/20 USA.
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
These banks might be next to pair up, says analyst who called the $11 billion Comerica sale buff.ly/OHwLGdD | @marketwatch
October 8, 2025 at 12:35 PM
These banks might be next to pair up, says analyst who called the $11 billion Comerica sale buff.ly/OHwLGdD | @marketwatch
Reposted by Jim Perry
Deloitte is rolling out Claude to its nearly 500,000 employees after issuing a refund for a report that contained AI hallucinations.
Deloitte goes all in on AI — despite having to issue a hefty refund for use of AI | TechCrunch
Deloitte is rolling out Claude to its nearly 500,000 employees after issuing a refund for a report that contained AI hallucinations.
techcrunch.com
October 6, 2025 at 10:35 PM
Deloitte is rolling out Claude to its nearly 500,000 employees after issuing a refund for a report that contained AI hallucinations.
US bank Fifth Third to buy regional lender Comerica in $10.9 billion deal - The deal will create a lender with combined assets of about $288 billion, making it the ninth-largest U.S. bank. buff.ly/4nPdEzh | @Reuters
October 6, 2025 at 11:13 AM
US bank Fifth Third to buy regional lender Comerica in $10.9 billion deal - The deal will create a lender with combined assets of about $288 billion, making it the ninth-largest U.S. bank. buff.ly/4nPdEzh | @Reuters
From @BrettKing: Why Branches Will Never Be the Center of Banking Again buff.ly/6tRMX4N | @FinancialBrand
Brett King: Why Branches Will Never Be the Center of Banking Again
His new book says branches drained resources that would have kept banks on the competitive edge.
buff.ly
October 3, 2025 at 12:35 PM
From @BrettKing: Why Branches Will Never Be the Center of Banking Again buff.ly/6tRMX4N | @FinancialBrand
Walmart-backed #fintech OnePay is bringing #crypto to its banking app, sources say buff.ly/qGvVGno | @hugh_son for @CNBC
October 3, 2025 at 11:38 AM
Walmart-backed #fintech OnePay is bringing #crypto to its banking app, sources say buff.ly/qGvVGno | @hugh_son for @CNBC
The inboxes of bankers & fintech leaders are flooded with weekly roundups.
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
October 3, 2025 at 11:35 AM
The inboxes of bankers & fintech leaders are flooded with weekly roundups.
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
ICYMI: 📣 @Alkamitech has released its 2026 Budgeting & Strategies Playbook, a practical guide to help banks & CUs understand market trends, align digital strategy with customer expectations, and make smarter tech investments that fuel growth. Get yours here: buff.ly/X7JAD23
October 2, 2025 at 3:09 PM
ICYMI: 📣 @Alkamitech has released its 2026 Budgeting & Strategies Playbook, a practical guide to help banks & CUs understand market trends, align digital strategy with customer expectations, and make smarter tech investments that fuel growth. Get yours here: buff.ly/X7JAD23
Sibos 2025: Payments innovation takes centre stage on day three buff.ly/4ilUd58 | @Fintech_Futures
Sibos 2025: Payments innovation takes centre stage
Day three of Sibos explored the evolving payments landscape, examining how emerging technologies are transforming the sector.
buff.ly
October 2, 2025 at 12:35 PM
Sibos 2025: Payments innovation takes centre stage on day three buff.ly/4ilUd58 | @Fintech_Futures
Prosperity Bancshares, Inc.®, the parent company of Prosperity Bank®, and Southwest Bancshares, Inc., the parent holding company of Texas Partners Bank, headquartered in San Antonio, Texas, jointly announced the signing of a definitive merger agreement. buff.ly/cE4v0q4
October 2, 2025 at 11:35 AM
Prosperity Bancshares, Inc.®, the parent company of Prosperity Bank®, and Southwest Bancshares, Inc., the parent holding company of Texas Partners Bank, headquartered in San Antonio, Texas, jointly announced the signing of a definitive merger agreement. buff.ly/cE4v0q4
As Yom Kippur begins, I want to extend wishes of reflection, renewal, and peace to colleagues, friends, and all who observe. May this be a meaningful fast and a time of deep connection.
October 1, 2025 at 9:22 PM
As Yom Kippur begins, I want to extend wishes of reflection, renewal, and peace to colleagues, friends, and all who observe. May this be a meaningful fast and a time of deep connection.