Featured BankTech Articles

A Fresh Take on Risk-Free Investing

Michael Nelskyla explores why traditional bond-heavy portfolios have failed to deliver true capital preservation and introduces the Market Savings sub-advisory program — a structure that separates FDIC-insured deposits from market-linked return potential, reimagining conservative investing for the modern adviser.

Back to the Future: Understanding Lead Generation

Tom Anderson traces the evolution of advisor growth from the '50 calls by 10:00' era to today's fragmented digital landscape — and argues that most firms don't lack tools, they lack clarity about their growth supply chain.

Growth Through BankTech

Les Riedl examines how BankTech — from core modernization and real-time payments to AI-driven analytics — has become the foundational driver of long-term growth and a clear differentiator for institutions ready to adapt.

From Indirect to Invested: How Credit Unions Can Turn Auto Loan-Only Members into Long-Term Relationships

Credit unions acquire thousands of members through indirect auto lending — but 95% never use another product. This article makes the case that self-directed investing, not checking account promotions, is the bridge product that turns passive borrowers into engaged, long-term members.

Your Junk Drawer of Knowledge Isn't Ready for AI

Greg DeVore, CEO of ScreenSteps, argues that banks and credit unions are about to waste a year rolling out AI that gives wrong answers—not because the AI is flawed, but because the knowledge they are feeding it is. He outlines how to clean your operational knowledge and turn it into performance-ready resources.