At BTAN, you’ll experience inspiring presentations, lively panel discussions, and a private one-on-one discussion about your institution's goals. A typical BTAN agenda includes sessions about:
The landscape for financial services looks radically different than it did ten years ago. The trend of fintechs, neobanks, and megabanks grabbing market share has reached a tipping point. The future of many community financial institutions will be determined on a few critical battlegrounds — we’ll explore what that means for today and the next decade.
The past 20 years have put Kasasa and our clients through many trials by fire. We’re stronger today because of our commitment to our mission to help you succeed and our culture. But culture doesn’t live on the walls or website, it’s something that grows in every employee. In this session, you will learn what makes Kasasa and our clients unusual in the best way possible.
How consumers search for product is changing rapidly. Getting in front of them is elusive, and competition is fierce. But their needs are knowable and their behaviors are predictable. If you had one chance to change how you compete for that business, what would it be? The opportunity is bigger than you even imagined.
The conventional wisdom on checking accounts and deposit is harming community financial institutions. When you open your eyes to the full potential of each account holder — it reveals a revenue model that you can’t unsee.
Fintech and marketplace lenders originated 57% of unsecured personal loans in 2021. And now that community financial institutions are flooded with deposits, the competition for borrowers has hit a fever pitch. The question is “how will your institution survive the next decade when many won’t?” Overcoming this existential threat requires a disruptive strategy.
Consumer behavior is a moving target, but with the right data and insights you can discover where the target is moving next. The way you engage your account holders and attract new ones can pave the way to success or irrelevance. The tools and partners you need are at your fingertips.
Unlimited competition. Limited marketing budget. Limited eyeballs. That’s a problem that every financial institution faces, but it doesn’t have to be a losing battle. You can connect with your best audience by using the right messages on the right channels at the right time. It’s a simple premise that requires sophisticated technology and know-how.
Consumers expect to find lots of options and convenience at their fingertips. Your institution needs be easy to find online and deliver a flawless digital user experience. But who can afford to do all that in-house?
Tough questions. Silly questions. Questions that keep you up at night. We want them all. And you can expect truthful, straightforward answers, even if it isn’t what you want to hear. We believe that clarity is the kindest approach.
The hardest part of change is making it happen. Walk through some best practices on change management, team focus, and sustaining a vibrant culture to help your team deliver.
Every member of your team represents your brand to your community. To do that well, they need tools and training to make consumers feel welcomed and heard. We have proven models and training methods that help transform every frontline staff member into an advocate for your mission. The teams that sell the most are the teams that serve hardest.
When someone says “compliance” do you hear fingernails on a chalkboard? We know how complex, tedious, and archaic it all can be. Navigating the regulations and staying ahead of new requirements is a huge challenge. That’s why we’ve done everything in our power to create regulator-approved compliance tools for Kasasa products and services. Compliance can sound like sweet music instead of a headache.
Fast forward to 2027: Where will community financial institutions be? What technologies and disruptors will transform the market? Who is the next Blockbuster and do they know it? Kasasa has invested in areas that are vital to the survival of our clients. You’ve had a glimpse of how bad things are getting. Now is the time to imagine how good things can get. The future is in your hands.