Top 2023 Trends for Financial Institutions

Today, we’re recapping the top stories from 2022 with Allied Solutions’ Senior Vice President and Chief Growth Officer, Mark Bugalski, as well as outlining Top Trends for 2023. 

 

In this episode…

 

[0:51] Meet Mark Bugalski

[2:08] A lot happened in 2022

[2:35] Preparing for a liquidity crisis

[3:55] There’s good news and bad news when it comes to balancing a portfolio in a liquidity crisis.

[5:21] It’s important to be conscious of non-interest income opportunities.

[6:11] Make sure there is a process in place to do short and long-term forecasting.

[7:06] General consensus in the industry, the fed is looking to stabilize their policy in 2023 which should help guard against massive interest rate spikes.

[8:53] How digital should an institution get?

[10:08] It’s about providing options when it comes to engaging your ideal customer.

[11:49] Even today, a lot of employers still struggle with the idea of attracting and retaining good employees and it goes beyond compensation.

[13:15] I believe that if you have a digital delivery channel or strategy, it just supplements the human and relationship aspect of how people want to do business.

[14:29] Why is video such a big deal?

[17:45] That’s probably one of the most exciting aspects of SundaySky is we’re enabling our clients to help accomplish a lot of things they want to get done internally but they have had to historically outsource.

[19:48] What should we expect out of 2023?

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