Designed for Executives at Banks, Credit Unions, and Tech Vendors
Tech’s emergence in banking requires a rethinking of how vested all sides should be in their business relationships. The differences between financial institutions and vendors have shifted, requiring more coordination than ever. All parties at the table have a role to play in attaining a productive relationship and being accountable.
This session will look at both sides of the table, that is, the financial institution side and the vendor side. We’ll discuss the eight winning traits – four on each side – Cornerstone Advisors has identified what makes relationships more vested and capable of achieving positive outcomes. Whether you’re from a bank, credit union, or vendor, you’ll learn how to ensure successful relationships. Attendees are encouraged to submit questions in advance.
Ryan Rackley, Managing Director
Sam Kilmer, Senior Director
Steve Williams, President