Posts tagged with "executive webcast"

FREE Webcast: 5 Solutions That Will Make Your FI a Strategic Partner – From C-Suite to See?…Sweet!

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Its 2018 and 2020 is right around the corner. Yet most FIs are not making radical changes in how they deliver financial services.  And since things seem to be going quite well, many FI executives do not feel the need for innovative change.

In most cases, what FIs offer to commercial customers is viewed as a commodity and we are still not keeping up with consumer expectations set by their online experience. What executives should be asking is “Why?”  Why would (or will) a customer bank with us? By examining “Why”, you can focus on business services that go beyond tactical and provide a benefit beyond traditional financial services.

This executive banking webinar will focus on 5 areas where your FI could provide a solution that customers would not expect to come from a bank. When FIs assist businesses in lowering their costs, provide access to prospects or enhance the customer experience, you become a strategic partner, not a commodity. Innovation in this area of strategic focus is the key to transformational growth and success with both SMB and corporate customers.

This FREE executive webcast will highlight the 5 specific opportunities (solutions) FIs should consider to transform into a valued strategic partner.


FREE for BOTH Webinar and Playback*
*Playback has no expiration and may be shared internally

(New) Dates of Event

Monday, July 23, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)


  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

David is currently President of U.S. Dataworks. He serves on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.


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