Opinion

Banker shares social engagement strategies

Technology has changed banking — retail bank visits are forecasted to drop by 36 percent by 2022 while mobile transactions are expected to increase 121 percent — and it’s changed how customers interact with their banks. [Continue]

Talent management program facilitates seamless succession

The best way to approach management succession planning is by taking a broad perspective. Instead of focusing on the potential problem of succession planning for top positions, consider a talent management program to address succession planning at all levels. [Continue]

Getting and keeping customers: How to pull without pushing

Paula Tompkins

As more and more banks take advantage of convergent technologies and cross marketing, including retail banking, investing, insurance, mortgage and college financing, they’re pushing the hell out of “tell and sell” — and pushing consumers right to the edge. [Continue]

M&A Series Part 10: Employment matters

In the final installment of our M&A series, we cast an eye on employment agreements. In any transaction the treatment of people who work at the selling organization is as important as any other facet of the deal. [Continue]

M&A Series Part 9: Third-party agreements

Continuing the special contract provisions discussion, how should you treat third party vendor agreements, and the allocation of payments for any fees that may arise out of the disposition of those? [Continue]