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.
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
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
💡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
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
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
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
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
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.
Here is your first look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! buff.ly/cV7Jk0F
September 26, 2025 at 10:27 AM
Here is your first look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! buff.ly/cV7Jk0F
Agentic AI in Banks: Supercharging Intelligent Automation
AI agents are an emerging frontier in banks’ AI journey. Deploying them effectively may call for fresh thinking and a fundamental redesign of existing processes and workflows buff.ly/S2uitII | @Deloitte via @WSJ
AI agents are an emerging frontier in banks’ AI journey. Deploying them effectively may call for fresh thinking and a fundamental redesign of existing processes and workflows buff.ly/S2uitII | @Deloitte via @WSJ
September 25, 2025 at 7:35 PM
Agentic AI in Banks: Supercharging Intelligent Automation
AI agents are an emerging frontier in banks’ AI journey. Deploying them effectively may call for fresh thinking and a fundamental redesign of existing processes and workflows buff.ly/S2uitII | @Deloitte via @WSJ
AI agents are an emerging frontier in banks’ AI journey. Deploying them effectively may call for fresh thinking and a fundamental redesign of existing processes and workflows buff.ly/S2uitII | @Deloitte via @WSJ
📣 @Alkamitech just 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/qyu8Zoh
September 24, 2025 at 2:00 PM
📣 @Alkamitech just 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/qyu8Zoh
Shanah Tovah! As we mark the Jewish New Year, it’s a reminder of the importance of renewal, reflection, and fresh beginnings. For those of us in financial services, it’s also a moment to recommit to building trust, driving innovation, and serving our communities with purpose.
September 22, 2025 at 9:05 PM
Shanah Tovah! As we mark the Jewish New Year, it’s a reminder of the importance of renewal, reflection, and fresh beginnings. For those of us in financial services, it’s also a moment to recommit to building trust, driving innovation, and serving our communities with purpose.
Here is your first look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! buff.ly/RNLyX58
September 19, 2025 at 11:35 AM
Here is your first look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! buff.ly/RNLyX58
Here is a look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! Don't miss the link to the winners of Best of Show at @Finovate Fall. buff.ly/C4hgjRh
September 12, 2025 at 11:35 AM
Here is a look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! Don't miss the link to the winners of Best of Show at @Finovate Fall. buff.ly/C4hgjRh
24 years later, we pause to reflect, to mourn, and to recommit ourselves to one another. May resilience and kindness define us. 🇺🇸 #September11 #NeverForget
September 11, 2025 at 10:22 AM
24 years later, we pause to reflect, to mourn, and to recommit ourselves to one another. May resilience and kindness define us. 🇺🇸 #September11 #NeverForget
Join us today for a special Linkedin Live Fintech Book Club broadcast. We will discuss Theodora Lau's latest book `𝐁𝐚𝐧𝐤𝐢𝐧𝐠 𝐨𝐧 (𝐀𝐫𝐭𝐢𝐟𝐢𝐜𝐢𝐚𝐥) 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞: 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐑𝐞𝐚𝐥𝐢𝐭𝐢𝐞𝐬 𝐨𝐟 𝐀𝐈 𝐢𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬` live from #FinovateFall.
Be part of the conversation: lnkd.in/dRr4gZ4B
Be part of the conversation: lnkd.in/dRr4gZ4B
September 9, 2025 at 11:34 AM
Join us today for a special Linkedin Live Fintech Book Club broadcast. We will discuss Theodora Lau's latest book `𝐁𝐚𝐧𝐤𝐢𝐧𝐠 𝐨𝐧 (𝐀𝐫𝐭𝐢𝐟𝐢𝐜𝐢𝐚𝐥) 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞: 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐑𝐞𝐚𝐥𝐢𝐭𝐢𝐞𝐬 𝐨𝐟 𝐀𝐈 𝐢𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬` live from #FinovateFall.
Be part of the conversation: lnkd.in/dRr4gZ4B
Be part of the conversation: lnkd.in/dRr4gZ4B
Here is your first look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! buff.ly/Xyw2lHR
September 5, 2025 at 11:35 AM
Here is your first look at a few of this week's top stories in #banking and #fintech - a 5-min #mustread for community bank & credit union professionals! buff.ly/Xyw2lHR
On the One Vision Podcast @psbdc.bsky.social invited @stessacohen.bsky.social, @efiglobal.bsky.social and me to talk about our #Fintech Book Club and the lessons learned from the books we've reviewed.
🎧 YouTube: youtu.be/kJGfXBiBskI
🎧 Apple: tinyurl.com/ym3v2yhb
🎧 Spotify: tinyurl.com/mwk9z8xd
🎧 YouTube: youtu.be/kJGfXBiBskI
🎧 Apple: tinyurl.com/ym3v2yhb
🎧 Spotify: tinyurl.com/mwk9z8xd
September 3, 2025 at 2:03 PM
On the One Vision Podcast @psbdc.bsky.social invited @stessacohen.bsky.social, @efiglobal.bsky.social and me to talk about our #Fintech Book Club and the lessons learned from the books we've reviewed.
🎧 YouTube: youtu.be/kJGfXBiBskI
🎧 Apple: tinyurl.com/ym3v2yhb
🎧 Spotify: tinyurl.com/mwk9z8xd
🎧 YouTube: youtu.be/kJGfXBiBskI
🎧 Apple: tinyurl.com/ym3v2yhb
🎧 Spotify: tinyurl.com/mwk9z8xd
Exclusive from @WSJ: Activist Investor Pushing to Sell @ComericaBank, Will Seek Board Seats - Investors are growing impatient waiting for a wave of regional-bank mergers buff.ly/OIAfCI8
September 3, 2025 at 11:35 AM
Exclusive from @WSJ: Activist Investor Pushing to Sell @ComericaBank, Will Seek Board Seats - Investors are growing impatient waiting for a wave of regional-bank mergers buff.ly/OIAfCI8