periodically, members of our team are invited to share their insights
with various industry resources and publications.
Jim Perry sat down with Julie Muhn, Senior Research Analyst at Finovate, at FinovateSpring 2026 to provide an essential analysis of breaking news and the fintech landscape today.
Jim Perry, joined David Januchowski Principal Strategic Advisor, Financial Services Vertical at Okta on this Banking Dive webinar to discuss the keys to securing AI agents, building trust and managing customer identity.
At FinovateSpring 2026 Analyst All Stars session, Jim Perry had 7 minutes to examine future tech trends and the demographic reality of the longevity economy.
Jim Perry and Mark Leher, Director of Product Management at Alkami, joined Jim Marous on the Banking Transformed Podcast to explore the ripple effects of the recent high interest rate environment on both consumers and financial institutions.
Jim Perry spoke with Dan Novalis & Chris Bates on their Bank Marketing Show podcast on How to Be Customer-Centric in Today’s Dynamic Marketplace
Jim Perry spoke with JP Nichols on Breaking Banks about the fresh perspectives younger generations are bringing to money management in the digital age.
Joe Sullivan spoke with Ben Pankonin at Social Assurance on leadership in banking and strategic planning— and the psychology behind it.
At Alkami Co:lab, Jim Perry joined Alkami’s Allison Cerra, Theodora Lau (Unconventional Ventures) and Jennifer White (J.D. Power) to discuss generational wealth transfer, AI and what’s reshaping digital banking.
Jim Perry spoke with Mike Graham, President of Midwestern Securities, on their Banking on Growth podcast about the evolving landscape of community banking and the importance of adapting to new technologies and consumer needs.
Joe Sullivan spoke with CUBroadcast's Mike Lawson at ACUC on how financial institutions can deepen the human connection.
Jim Perry spoke with Steven Ramirez and Finovate at Finovate Fall 2023 and shared two critical areas that banks need to pay attention to today: diversity and their connection to their customers.
Joe Sullivan on marketing and connecting with the customer following a presentation at the ABA Bank Marketing Conference.
2026
25 June 2026 - Jim Perry shares What Does a Real Digital Banking Relationship Look Like in 2026? in a guest blog post for Alkami.
24 February 2026 - Jim Perry spoke with The Financial Brand on How to Build Customer Relationships When Checking Accounts No Longer Confer Primacy.
2025
29 April 25 - Jim Perry shares Fresh Insights Into Gen Z: What Bankers Need to Understand Now in a guest blog post for Alkami.
28 April 25 - Joe Sullivan and Steven Ramirez sat down with Lou Carlozo on his Bankadelic podcast. They discussed some of the current challenges faced by community banks and credit unions, including the factors impacting franchise value and the growing interest in M&A as a strategy for growth. Here’s part one of their conversation.
28 March 25 - Jim Perry shared his thoughts with American Banker on Mercury's $300 million raise fosters hope for a fintech spring.
5 February 25 - Jim Perry was quoted in Financial Brand’s story How Agentic AI Will Transform Banking (and Banks)
2024
19 August 24 - Jim Perry was quoted in a Financial Times story “Shadow banking drives a rural Kentucky lender to the brink”
06 August 24 - Mark Leher, Director of Product Management at @AlkamiTech and Jim joined @JimMarous on a recent Banking Transformed podcast to discuss the effects of the recent high interest rate environment on both consumers and financial institutions.
12 July 24 - Jim Perry joined Stessa Cohen, Efi Pylarinou, Barb MacLean for the Fintech Bookclub’s discussion of Ronit Ghose's book Future Money. You can watch it here: https://lnkd.in/e_FU9h6h
26 February 24 - Joe Sullivan offered a preview of his Financial Brand Forum presentation How to Navigate the Coming Storm of Demographic Disruption to reporter Sean Allocca.
2023
07 November 23 - Jim Perry spoke with Penny Crosman on the American Banker podcast about how community banks can use tech to stay relevant.
29 August 23 - Jim Perry spoke with 💯 Jim Marous on the Banking Transformed podcast about how community #banks and #creditunions can best co-exist in a marketplace that includes regional and national banks, tech companies, #fintech firms and even non-financial players. Hint: data-enabled customer focus + adaptive culture.
20 July 23 - Jim Perry was quoted in a S&P Global Market Intelligence story entitled A breakup plan can help protect banks from fintech-failure fallout.
19 May 23 - Jim Perry was quoted in a Reuters news story entitled US banks rethink social media as a threat, not a marketing tool.
1 January 23 - Jim Perry shared thoughts on Workforce Diversity in the Jan/Feb issue of Michigan Bankers Association Banking magazine.
2022
20 October 22 - Jim Perry was quoted in a Financial Brand post entitled Digital Banking Transformation Requires Back Office Evolution.
1 October 22 - Jim Perry’s article on Workforce Diversity was included in the Fall Edition of Ohio Bankers League’s Ohio Record.
18 August 22 - Joe Sullivan shared his thoughts on how digital accessibility will shape the future of banking with the Ohio Society of CPAs.
6 July 22 - Jim Perry shared Assess, Adjust, Activate: The AAA Approach to Digital Transformation on LinkedIn
7 June 22 - Jim Perry contributed to OFF THE MAP: The Bank Leaders’ Guide to Data Transformation (a publication by Deluxe).
31 January 22 - Jim Perry spoke with Ken Kraetzer on his #cbsiTalkingBusiness podcast about some of the issues bankers are facing as they start the new year. View on YouTube.
18 January 22 - Jim Perry spoke with Ned Miller of 3rd Act Sales on his "Ned Talks" program about integrating digital and human elements into your bank’s value proposition.
Material shared prior to January 1, 2022 may be found in the Insights Archive.
Jim Perry, Jim Marous, Brett King and Ron Shevlin contributed to Alkami’s 'Strategies and Budgeting for Financial Institutions', a playbook for banks & creditunions to tackle the challenges of 2024 head on.
