As financial institutions ponder the changes in delivering financial services, it becomes increasingly evident that focusing on businesses should be a high priority. They are your best, most profitable customers or members. The question we should be asking is “Are we a strategic partner to our current and future business customers”?

By examining how you become strategic, you can focus on business services that go beyond the tactical and provide a benefit beyond traditional cash management / treasury services. When FIs assist businesses in lowering their costs, provide business growth assistance or enhance the customer experience, they become a strategic partner to those businesses.

This banking webinar will highlight 5 specific opportunities FIs should consider in order to transition from a “financial institution” into a valued strategic partner. 


  • David Peterson

    David Peterson

    U.S. Dataworks - President

    David Peterson has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title. David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials. David is currently President of U.S. Dataworks. He serves on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.


1.0 CPE Credits & 1.2 AAP Credits