In today's episode, the ever-snarky Ron Shevlin, Director of Research at Cornerstone Advisors and frequent columnist at Forbes, sits down with Ryan Zauk.
Cornerstone is a leading research platform focused on financial services, where Ron spends his days advising community banks, mid-size institutions, and credit unions on strategy, market research, technology, fintech, and more. He also writes the "Forbes Fintech Snark Tank."
With community banks, credit unions, and small to medium financial institutions facing major crossroads over the coming years, advice is more crucial than ever. Thankfully, Ron comes on to talk about how they can fight back, what they can learn from The Grateful Dead (it's actually quite compelling), the current state of neobanks, and more.
In today’s episode, they discuss:
- How these institutions can “fight back,” especially through the lens of community and affinity
- Why community banks need to "find their bullseye"
- The tech problems facing these institutions
- How Ron is thinking about the neobank space and how the top leaders will play out
- and of course a rapid fire round.
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