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This week we are shining a spotlight on Britney Purkey, a servant leader who found her way to consulting by trusting her instincts and has never looked back.

This week's spotlight is on Kristen Becker, who has seen customer expectations rise sharply during her career, alongside regulatory scrutiny and the rapid expansion of digital banking. The industry has changed, and she believes the next chapter is one of the most interesting yet.

When a community bank CEO is challenged by their own family to check out a neobank, they have to test the waters and open an account to see what the fuss is about — and within fifteen minutes, the CEO quietly closes their laptop and doesn’t talk about…

Why we consult?

Bryan Brooks came to consulting to build relationships and solve problems. The work still delivers on both every day.

Michelle describes herself as efficient, thorough, and considerate, and those who work with her would say she lives up to every word. She is known for being conscientious in everything she does, from building a detailed project plan […]

Why Change Management Is the Real Work of Banking Technology

Every year, banks spend billions of dollars on technology. New core systems. AI-powered underwriting platforms. Digital account opening tools. Workflow automation that promises to shave hours off back-office processes. And every year, a meaningful share of those investments quietly underperforms — not because the software was wrong, but because the organization was not ready for it.

From governance gaps to testing failures, here is what derails bank IT initiatives — and the four non-technical practices that significantly improve the odds of success.

Part 2: Execution
 
Core conversions are considered a necessary evil by many bankers. It’s a huge undertaking and impacts nearly everyone in the bank, not to mention customers.

How many new projects are in the pipeline for 2026? Likely its more than there are dollars allocated for projects. Deciding how to prioritize often requires teams to sift through hundreds of tech companies, all claiming to streamline processes, help attract account holders, mitigate fraud, maintain regulatory compliance, and deliver countless other benefits. The abundance of options creates two critical challenges: how to identify and prioritize projects, and how to get the most out of your investment.