BOK Financial - Commercial Solutions’ Post

We believe in making your life easier. As a member of Eaton Family Credit Union, shared branching services ensure you have banking options at your convenience. 🌟💼 #communityinvolvement #communitynotcompetition #communityaction #communityempowerment #communitydriven #communitybanking #communitypartner #communityconnection #communityunity #communityconnections #communitypartnerships

🔍🏦🤝 Redefining Partnerships in Community Banking: Discover the Iceberg Difference at Booth 63, WBA BEC 2024 Conference! 👥 Join us at Booth 63 during the 2024 Wisconsin Bankers Association Bank Executives Conference and explore how YOUR unique perspective can be the difference toward incredible outcomes. Our self-funded consulting firm is dedicated to guiding community bankers towards prioritizing community building over vendor management. Discover how YOUR unique leverage may be strategically deployed. 🚀💡 #communitybanking #corebanking

What makes a branch successful? Just ask Michelle Kile, DCU’s Vice President of Branch Services! On Monday, June 24, Michelle spoke at the Future Branches Conference in Boston about what credit unions and banks should consider when developing their branch strategies. When expanding branch networks, institutions should consider the value a new branch would bring to the surrounding community and the service level that will best fit members’ needs, according to Michelle. Taking it a step further, institutions should start thinking about designing the branch of the future and what exactly that means. These branches prioritize visibility, the role of branches in a digital-first landscape, modular design, and conveniences like parking and drive-up services. At the end of the day, branch success can’t happen without listening to members and understanding how they engage with their financial institution. At DCU, we pride ourselves on always putting our members first, and Michelle helped spread that message!

What's it like to have a bank in your corner, invested in your success? Amy Kelly, owner of Jett Beauty talked to Amanda about how North American Banking Company helped her grow her business. We love working with local businesses! Member FDIC #banklocal #banklocally #50thandfrance #businessbanking #businessbank #bankinminnesota

Our CLM experts, Steve D'Souza and Paul Beckett are at the Private Banking & Wealth Management Conference today hosted by Arena International Events Group.    If you’re here, visit our booth to discuss your specific client lifecycle challenges. From attracting new clients to fostering long-term relationships, we've got you covered. #WealthManagement #PrivateBanking #WealthTech #PBL24 

ACBB is proud to announce an upcoming interview with Julieann Thurlow, President and CEO of Reading Cooperative Bank and 2024 Chair of the American Bankers Association. Moderated by Craig Howie, President and CEO of ACBB, this session promises to delve into the critical issues shaping the future of community banking. 📣 We Want to Hear from You! Your perspectives are crucial to us. To ensure the discussion covers the most relevant topics, we're inviting you to submit your questions. Whether you're curious about regulatory challenges, technological advancements, or strategic opportunities, this is your chance to get insights directly from an industry leader. How to Submit Your Questions ❔ Submitting your questions is easy. Simply click the link below and fill out the form. We're looking forward to hearing what's on your mind. Share Your Questions by February 26! https://lnkd.in/eK6aKySK

Phase 5 is thrilled to be part of the upcoming NEFMA Fall Conference. Join Steve Hansen at “Riding the Wave” on 10/19-10/20 as he shares insights on small business banking needs. Let’s connect, learn, and elevate the industry together. More details below: https://hubs.li/Q024-hRM0 #smartertogether #NEFMA #NEFMAFallConf #SMBInsights

Phase 5 is thrilled to be part of the upcoming NEFMA Fall Conference. Join Steve Hansen at “Riding the Wave” on 10/19-10/20 as he shares insights on small business banking needs. Let’s connect, learn, and elevate the industry together. More details below: https://hubs.li/Q024-kQc0 #smartertogether #NEFMA #NEFMAFallConf #SMBInsights

Watch this short video to hear thoughts from David Forsdyke. Award winning Later Life Lending expert about the the importance of our Comprehensive Conversations movement in supporting client needs. With the recent developments in the later life lending market over the last 18 months, we've seen great shifts in the demands of customers and the product offerings from lenders. With the newly emerging over-50s customers, who have a different set of demands from later life products when compared to the traditional customers, advisers in the market have to adapt their methods and processes and consider a wider range of options. Our Comprehensive Conversations movement is aimed to support advisers with this transition, making it easier for them to offer more options while ensuring they have the tools and knowledge necessary to deliver better customer outcomes. Find out more about Comprehensive Conversations and join the movement - https://lnkd.in/eGinCBvN #air #laterlifelending #comprehensiveconversations #equityrelease #movement

Phase 5 is thrilled to be part of the upcoming NEFMA Fall Conference. Join Steve Hansen at “Riding the Wave” on 10/19-10/20 as he shares insights on small business banking needs. Let’s connect, learn, and elevate the industry together. More details below: https://hubs.li/Q024-nk10 #smartertogether #NEFMA #NEFMAFallConf #SMBInsights