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.
Wishing a joyful start to Hanukkah to all who celebrate. May the first candle bring light, reflection, and hope to your home. 🕯️✨
#Hanukkah #FestivalOfLights
#Hanukkah #FestivalOfLights
December 14, 2025 at 8:09 PM
Wishing a joyful start to Hanukkah to all who celebrate. May the first candle bring light, reflection, and hope to your home. 🕯️✨
#Hanukkah #FestivalOfLights
#Hanukkah #FestivalOfLights
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
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
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
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
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
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
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
💡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
Don't miss: "Financial Services in the Age of AI: Keys to Securing GenAI Experiences in Financial Services." I'll be joined by David Januchowski to explore how customer identity provides a secure and accessible foundation for GenAI and other digital solutions for banking customers. buff.ly/0yjH4ED
October 21, 2025 at 6:13 PM
Don't miss: "Financial Services in the Age of AI: Keys to Securing GenAI Experiences in Financial Services." I'll be joined by David Januchowski to explore how customer identity provides a secure and accessible foundation for GenAI and other digital solutions for banking customers. buff.ly/0yjH4ED
I'm excited to share that I'll be speaking at #Money20/20 USA.
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
October 9, 2025 at 8:16 PM
I'm excited to share that I'll be speaking at #Money20/20 USA.
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
🏳️🌈🏳️⚧️This interactive meetup will explore how financial institutions can move beyond "rainbow washing" to truly support and engage the LGBTQ+ community—creating meaningful impact and uncovering real growth opportunities.
us.money2020.com
These banks might be next to pair up, says analyst who called the $11 billion Comerica sale buff.ly/OHwLGdD | @marketwatch
October 8, 2025 at 12:35 PM
These banks might be next to pair up, says analyst who called the $11 billion Comerica sale buff.ly/OHwLGdD | @marketwatch
US bank Fifth Third to buy regional lender Comerica in $10.9 billion deal - The deal will create a lender with combined assets of about $288 billion, making it the ninth-largest U.S. bank. buff.ly/4nPdEzh | @Reuters
October 6, 2025 at 11:13 AM
US bank Fifth Third to buy regional lender Comerica in $10.9 billion deal - The deal will create a lender with combined assets of about $288 billion, making it the ninth-largest U.S. bank. buff.ly/4nPdEzh | @Reuters
Walmart-backed #fintech OnePay is bringing #crypto to its banking app, sources say buff.ly/qGvVGno | @hugh_son for @CNBC
October 3, 2025 at 11:38 AM
Walmart-backed #fintech OnePay is bringing #crypto to its banking app, sources say buff.ly/qGvVGno | @hugh_son for @CNBC
The inboxes of bankers & fintech leaders are flooded with weekly roundups.
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
October 3, 2025 at 11:35 AM
The inboxes of bankers & fintech leaders are flooded with weekly roundups.
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
That’s why I’m shifting from “what happened” ➡️ to “what’s next.”
In November, I'll be introducing Banking Forward—a monthly briefing on the signals that matter most. Read the full announcement: buff.ly/PTrtp8z
ICYMI: 📣 @Alkamitech has released its 2026 Budgeting & Strategies Playbook, a practical guide to help banks & CUs understand market trends, align digital strategy with customer expectations, and make smarter tech investments that fuel growth. Get yours here: buff.ly/X7JAD23
October 2, 2025 at 3:09 PM
ICYMI: 📣 @Alkamitech has released its 2026 Budgeting & Strategies Playbook, a practical guide to help banks & CUs understand market trends, align digital strategy with customer expectations, and make smarter tech investments that fuel growth. Get yours here: buff.ly/X7JAD23
Prosperity Bancshares, Inc.®, the parent company of Prosperity Bank®, and Southwest Bancshares, Inc., the parent holding company of Texas Partners Bank, headquartered in San Antonio, Texas, jointly announced the signing of a definitive merger agreement. buff.ly/cE4v0q4
October 2, 2025 at 11:35 AM
Prosperity Bancshares, Inc.®, the parent company of Prosperity Bank®, and Southwest Bancshares, Inc., the parent holding company of Texas Partners Bank, headquartered in San Antonio, Texas, jointly announced the signing of a definitive merger agreement. buff.ly/cE4v0q4
As Yom Kippur begins, I want to extend wishes of reflection, renewal, and peace to colleagues, friends, and all who observe. May this be a meaningful fast and a time of deep connection.
October 1, 2025 at 9:22 PM
As Yom Kippur begins, I want to extend wishes of reflection, renewal, and peace to colleagues, friends, and all who observe. May this be a meaningful fast and a time of deep connection.