Archive - PivotAssets

Treasury Payment System Takeover: Implications for FIs & Everyone Else.

Taken over by DOGE, the Treasury payment system processes over 1 billion payments a year. What are the implications for financial institutions …

24 hrs ago •

35:57

January 2025

October 2024

Want More Customers? Open the Doors

Many credit unions & community banks hide key information that prospective new customers need to open an account. FIs must open the doors before they…

Oct 28, 2024 •

July 2024

June 2024

Ghosting Customers is Not a Great Customer Engagement Strategy

Photo by Stefano Pollio on Unsplash

Jun 11, 2024 •

February 2024

Worried About Your Fintech's Revenue? Get the Keys to Sustainable Growth.

Everyone's worried about the state of fintech. Stop worrying and get the insight you need to create sustainable growth in our 1-day intensive workshop.

Feb 26, 2024 •

Is Your Bank as Agile as a Pizza Influencer?

The rise of the pizza influencer as a career reveals a chasm between what bankers know & don't know about products & customers. Your bank's ability to…

Feb 21, 2024 •

3 Things I've Learned About Small Innovations

Banks eager to for transformation must recognize the key roadblocks to their achieving small innovations. These are the innovations that will really…

Feb 1, 2024 •

January 2024

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