Travillian Next

Bank technology and operations innovator, Corey LeBlanc, has taken his talents to South Florida as co-founder, COO/CTO of Locality Bank, a De Novo community bank. Locality’s focus is to “reinvent” small business banking by marrying personal relationships with cutting-edge, digital native technology to solely focus on customer service and experience. From white-board to charter in less than a year, Corey, along with his co-founders, Keith Costello and Drew Saito, are avid fans of tech, community banking, and helping local small businesses thrive in a rapidly changing economy.

Travillian NEXT proudly welcomes:

Adam Aspes – General Partner at JAM Special Opportunity Ventures, LLC

Matthew Kelley – Director at JAM FINTOP Bank Network

Ryan Zacharia – General Partner at JAM Special Opportunity Ventures, LLC

What technology should community banks be focused on in 2022 and beyond? How will talent adapt to new technology? JAM FINTOP is helping financial institutions proactively identify, invest in, and implement the right technology so they can more effectively compete and serve their customers. JAM FINTOP’s Banktech & Blockchain fund partners include 79 community banks with a combined asset value of $1 trillion. The funds invest in banktech and blockchain companies that develop products and solutions that will enable community banks to compete in the digital age.

Keith Daly, Director Banking & Fintech Search at Travillian throws on the cowboy hat and sits down with Bobby Button, SVP, FinTegration Strategy & Sales at FEDFIS.  FedFis is a financial institutions data analytics and strategy system which tracks Financial, M&A, and Vendor data (including technology vendors) on every bank and credit union in the United States.   Dave Mayo and Tanner Mayo are CEO and President of FedFis and are known as the FinTech Cowboys.  Tanner & Dave also founded the FI FinTech Movement and the FI FinTech Roundup, where innovative community bankers gather to save community banking by creating better hard data decision making processes and identifying and creating new technology products.  Great conversation about the changing landscape in community banking and fintech.

Keith Daly, Director - Banking and Fintech Search at Travillian, sits down with Wenni Wu, Head of Customer Experience & Marketing at Piermont Bank. Speaking from Piermont's headquarters in Midtown Manhattan, topics include: 

In mid-2019, Piermont Bank exploded onto the banking scene as a de novo, digital commercial bank.  Showcasing an innovative culture and the agile technology to scale & adapt within the rapidly changing fintech sector,  they have grown to $350M+ in assets and now have over 30 fintech partner clients.

Keith Daly, Director – Banking & Fintech at Travillian, sits down virtually with Peter Hazlehurst, Co-Founder & CEO at Synctera & Kevin Herrington, President, CEO and Chairman at Lineage Bank.  

Travillian hosted a webinar with two executive leaders in the evolution of banking on November 10, 2021. 

Panelists:

The Travillian Tech-Forward Bank Index was created to identify a select group of banks that are best positioned at the convergence of traditional banking and fintech.  We are producing a series of reports highlighting banks on the index that will help provide a better understanding of the unique culture, value system, leadership, and decision-making processes that have positioned these institutions as the thriving industry leaders.

This is the story of Everett, WA  headquartered Coastal Financial Corp.

Hard to believe, but It has been close to a year since Covid completely disrupted the lives of almost everyone on the planet.  Over this period, new challenges have forced companies to adapt and find new ways to provide services to their customers and employees.   In this episode of Travillian NEXT, Keith Daly of The Travillian Group sits down with Casey to discuss how Quontic Bank has adapted – From recruitment & retention to mental health, Casey has found new ways to keep employees engaged and morale high.   Also, Quontic made news late last year as the first FDIC insured financial institution to provide a Bitcoin Rewards Checking program for their customers.  Casey gives an update on this product and partnership with NYDIG.

For the last several years, Boston-based Radius Bank had been a popular name in banking, due to their transformation from sleepy community bank to an innovative player committed to mobile-centric banking and unique fintech partnerships. They became even more prominent when it was announced in early 2020 that well-known fintech LendingClub was to acquire them, a game-changing transaction that has recently closed. For Chris Tremont, Radius’ EVP of Virtual Banking, and his team, a new era has begun. In this episode, Keith and Chris discuss the bank’s evolution, transforming the bank into an innovative leader and pioneer in community banking.”

Jeffery Kendall, Chief Executive Officer at NYMBUS, joins Keith Daly, Executive Recruiter, at The Travillian Group, for dynamic chat on the current trends in banking & fintech and what the future holds as banking rapidly evolves in the digital age. NYMBUS is a cloud-based ecosystem that helps banks and credit unions transform their capabilities and drive value in today’s digital marketplace.  A revolutionary alternative to the legacy business model, NYMBUS has disrupted the financial services market by enabling risk-free solutions for digital innovation and growth.