Jim Perry
@strategistjim.bsky.social
Helping banks & CUs reimagine what’s possible—tracking trends from #AI to #GenZ and shaping bold, future-ready growth strategies.
America’s federally insured credit unions saw their incomes jump 21% in the third quarter. buff.ly/N8HZfLc | @pymnts
December 9, 2025 at 12:35 PM
America’s federally insured credit unions saw their incomes jump 21% in the third quarter. buff.ly/N8HZfLc | @pymnts
Banks struggle to keep pace as fintechs scale #agenticAI buff.ly/32zNXce | @MSN
December 8, 2025 at 4:05 PM
Banks struggle to keep pace as fintechs scale #agenticAI buff.ly/32zNXce | @MSN
How Bank Controls and Education Can Stop Elder Financial Fraud buff.ly/DHlpAFV | @SteveCocheo for @FinancialBrand
December 8, 2025 at 12:35 PM
How Bank Controls and Education Can Stop Elder Financial Fraud buff.ly/DHlpAFV | @SteveCocheo for @FinancialBrand
On 12/12, the Fintech Book Club will discuss @BrettKing's new book, Branch Tomorrow, and review the insights of his book’s contributors, @brunoevdiniz, @JimMarous, @thepsironi, @richardturrin and Fintech Book Club co-founder, @efipm. Sign up today ➡ tinyurl.com/3bu4yacx
December 5, 2025 at 5:46 PM
On 12/12, the Fintech Book Club will discuss @BrettKing's new book, Branch Tomorrow, and review the insights of his book’s contributors, @brunoevdiniz, @JimMarous, @thepsironi, @richardturrin and Fintech Book Club co-founder, @efipm. Sign up today ➡ tinyurl.com/3bu4yacx
Fintech firm Marquis alerts dozens of US banks and credit unions of a data breach after ransomware attack buff.ly/zMEde7c | @TechCrunch
Fintech firm Marquis alerts dozens of US banks and credit unions of a data breach after ransomware attack | TechCrunch
Marquis said ransomware hackers stole reams of banking customer data, containing personal information and financial records, as well as Social Security numbers, belonging to hundreds of thousands of…
buff.ly
December 4, 2025 at 1:35 PM
Fintech firm Marquis alerts dozens of US banks and credit unions of a data breach after ransomware attack buff.ly/zMEde7c | @TechCrunch
As I wrap up my talk on #agenticAI at @ohiobankers, I shared this quote and reminded bankers that agentic AI isn’t going to remake the industry overnight. But slowly, steadily, and unevenly across institutions and functions, it will change how banks operate and serve customers. #OBLMainEvent2025
December 2, 2025 at 10:05 PM
As I wrap up my talk on #agenticAI at @ohiobankers, I shared this quote and reminded bankers that agentic AI isn’t going to remake the industry overnight. But slowly, steadily, and unevenly across institutions and functions, it will change how banks operate and serve customers. #OBLMainEvent2025
Appreciate this wrap up from our panel at @FintechTalents in Austin, TX on why collaboration—not competition—is the key to unlocking innovation like embedded payments and meeting modern consumer expectations. buff.ly/XCeDO0O | @JohnJEgan for finopotamus.com
FTT Financial Services Futures: Experts Make the Case for Partnerships Between Financial Institutions and Fintechs
By John Egan
buff.ly
December 2, 2025 at 4:09 PM
Appreciate this wrap up from our panel at @FintechTalents in Austin, TX on why collaboration—not competition—is the key to unlocking innovation like embedded payments and meeting modern consumer expectations. buff.ly/XCeDO0O | @JohnJEgan for finopotamus.com
Leaving the weekend's winter weather in my rear-view mirror as I head to @ohiobankers for their Main Event conference. Looking forward to warming things up with a deep dive into agentic AI.
December 1, 2025 at 4:05 PM
Leaving the weekend's winter weather in my rear-view mirror as I head to @ohiobankers for their Main Event conference. Looking forward to warming things up with a deep dive into agentic AI.
As if on cue, look what wondered into our yard this afternoon. 🦃 He was leading three others into the woods behind our house, presumably to hide until Friday. Still a pretty bold move given the going price for turkey! 😉
November 26, 2025 at 6:54 PM
As if on cue, look what wondered into our yard this afternoon. 🦃 He was leading three others into the woods behind our house, presumably to hide until Friday. Still a pretty bold move given the going price for turkey! 😉
"As the holiday approaches, I hope you find time to pause, recharge, and enjoy the people and moments that matter most." #HappyThanksgiving
A note from our CEO, @mi_sullivan: buff.ly/tuv3xl7
A note from our CEO, @mi_sullivan: buff.ly/tuv3xl7
November 25, 2025 at 10:05 PM
"As the holiday approaches, I hope you find time to pause, recharge, and enjoy the people and moments that matter most." #HappyThanksgiving
A note from our CEO, @mi_sullivan: buff.ly/tuv3xl7
A note from our CEO, @mi_sullivan: buff.ly/tuv3xl7
FDIC Capital Rules May Push Banks to Rethink FinTech Partnerships buff.ly/n03EV8Z | @pymnts
FDIC Capital Rules May Push Banks to Rethink FinTech Partnerships | PYMNTS.com
The Federal Deposit Insurance Corp.’s latest board agenda reads like a preview of the next major regulatory issues looming for big banks, and by
buff.ly
November 25, 2025 at 1:35 PM
FDIC Capital Rules May Push Banks to Rethink FinTech Partnerships buff.ly/n03EV8Z | @pymnts
In his latest book, Branch Tomorrow, Brett King says the branch is done, other than as a support to digital banking. The Fintech Book Club will discuss Brett’s perspective and the insights of his book’s contributors, Please join us for our next episode. Sign up today ➡ tinyurl.com/3bu4yacx
November 22, 2025 at 3:58 PM
In his latest book, Branch Tomorrow, Brett King says the branch is done, other than as a support to digital banking. The Fintech Book Club will discuss Brett’s perspective and the insights of his book’s contributors, Please join us for our next episode. Sign up today ➡ tinyurl.com/3bu4yacx
ICYMI: How JPMorgan's embrace of #AI could change banking for us all buff.ly/iakGbdO | @MeghnaWBUR, @WillisRArnold for @WBUR
How JPMorgan's embrace of AI could change banking for us all
JPMorgan aims to become the first major bank fully powered by AI. What does that mean for the future of banking?
buff.ly
November 21, 2025 at 12:35 PM
ICYMI: How JPMorgan's embrace of #AI could change banking for us all buff.ly/iakGbdO | @MeghnaWBUR, @WillisRArnold for @WBUR
Next week I’ll be in Austin for FTT Financial Services Futures 2025—where the conversations aren’t just about what’s coming, but what’s already reshaping the industry. I’m moderating two sessions. If you’re there, let’s connect. buff.ly/oS2h4Lk
November 14, 2025 at 12:35 PM
Next week I’ll be in Austin for FTT Financial Services Futures 2025—where the conversations aren’t just about what’s coming, but what’s already reshaping the industry. I’m moderating two sessions. If you’re there, let’s connect. buff.ly/oS2h4Lk
"Soft switching" may be costing your institution its role as consumers’ primary financial institution, according to J.D. Power. So who’s winning? Top of the list is the #fintech Chime.
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Consumers Say It's Not You, It's Chime
You may have lots of checking accounts, but do you really have the deposits? 'Soft switching' could be cleaning you out.
buff.ly
November 12, 2025 at 12:35 PM
"Soft switching" may be costing your institution its role as consumers’ primary financial institution, according to J.D. Power. So who’s winning? Top of the list is the #fintech Chime.
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Leading states for @Chime are OK, 23%; AZ, 19%; OR, 19%; SC 19%; and IN, 18%. buff.ly/ZJRfbVX | @FinancialBrand
Honoring all who served — today and every day — for their courage, sacrifice, and commitment to protecting the freedoms we often take for granted.
November 11, 2025 at 12:30 PM
Honoring all who served — today and every day — for their courage, sacrifice, and commitment to protecting the freedoms we often take for granted.
We’re well into November, and three forces are already shaping the rest of the year: renewed big-bank consolidation, #agenticAI moving from curiosity to consideration, and a looser regulatory posture that’s opening new doors. Here are a few insights: buff.ly/M6HfWay
November 9, 2025 at 8:46 PM
We’re well into November, and three forces are already shaping the rest of the year: renewed big-bank consolidation, #agenticAI moving from curiosity to consideration, and a looser regulatory posture that’s opening new doors. Here are a few insights: buff.ly/M6HfWay
PNC boosts new-branch effort to 300 by 2030
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
PNC boosts new-branch effort to 300 by 2030
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago.
buff.ly
November 7, 2025 at 6:56 PM
PNC boosts new-branch effort to 300 by 2030
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
The Pittsburgh-based bank aims to hire 2,000 new employees and open 35 new locations in Nashville and 25 in Chicago. buff.ly/Cc9D7aq | @BankingDive
With #GenZ in mind: U.S. Bank just blurred the line between credit cards and Buy Now, Pay Later with its new Split Card—an interest-free Mastercard that automatically turns every purchase into equal monthly payments.
U.S. Bank launches Split™ World Mastercard®
Split Card automatically converts purchases into plans with equal monthly payments, no interest or annual fee.
buff.ly
November 6, 2025 at 12:05 PM
With #GenZ in mind: U.S. Bank just blurred the line between credit cards and Buy Now, Pay Later with its new Split Card—an interest-free Mastercard that automatically turns every purchase into equal monthly payments.
Thrilled to be featured on @innfin 2025 #PrideinFinTech Powerlist, celebrating the incredible achievements of LGBTQIA+ leaders across FinTech!
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
November 3, 2025 at 5:15 PM
Thrilled to be featured on @innfin 2025 #PrideinFinTech Powerlist, celebrating the incredible achievements of LGBTQIA+ leaders across FinTech!
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
Find out more: www.innovatefinance.com/pride-in-fin...
#InnovateFinance #FinTech
At this year’s #Money2020, the first #LGBTQ+ MeetUp 🏳️🌈 reminded me that inclusion isn’t a finish line—it’s a catalyst for innovation. When technology and identity converge, the future of finance becomes more adaptive, more inclusive, and more human. www.linkedin.com/pulse/final-...
A Final Thought from Money20/20 USA
At this year’s Money20/20 USA, I had the privilege of co-hosting the first #LGBTQ+ MeetUp with Michelle Swiec from KPMG. It turned out to be much more than a networking event—it was a moment of connec...
www.linkedin.com
October 29, 2025 at 8:41 PM
At this year’s #Money2020, the first #LGBTQ+ MeetUp 🏳️🌈 reminded me that inclusion isn’t a finish line—it’s a catalyst for innovation. When technology and identity converge, the future of finance becomes more adaptive, more inclusive, and more human. www.linkedin.com/pulse/final-...
💡The first wave of the $124T wealth transfer isn’t generational—it’s between spouses. Most of it will go to women. Banks + credit unions that earn their trust now will keep those relationships later. Download this new report from #Alkami: tinyurl.com/4c2dsfmv
October 29, 2025 at 8:35 PM
💡The first wave of the $124T wealth transfer isn’t generational—it’s between spouses. Most of it will go to women. Banks + credit unions that earn their trust now will keep those relationships later. Download this new report from #Alkami: tinyurl.com/4c2dsfmv
Why Does Everyone Want to Be a Bank Now?
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business
Why Does Everyone Want to Be a Bank Now?
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood.
buff.ly
October 28, 2025 at 2:16 PM
Why Does Everyone Want to Be a Bank Now?
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood. buff.ly/PirC91c | @business