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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