2023 was a tumultuous year in the banking industry to say the least. Unexpected events early in the year forced bank executives to change course and focus on foundational issues such as liquidity and balance sheet management. However, strategic plans for digital upgrades and technology innovation are still mission critical issues.

In this Travillian Next episode, Keith Daly, Principal – Banking & Fintech Search at Travillian, sits down with Paul Davis, Director of Market Intelligence at Strategic Resource Management and Founder/CEO of the Bank Slate LLC. Paul has decades of experience analyzing and studying trends in community banking and his insights are invaluable for banking and fintech executives across the country. Keith and Paul discuss the year that was and try to predict the coming challenges and opportunities for banks and their tech partners in 2024.