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The Priorities for Banking as We Plan for 2027
Most banks and credit unions chase new deposits before growing the relationships they already have. Megan Pannier of Fiserv says onboarding has been an industry priority for 25 years, and a lot of institutions still aren't doing it well.
Megan talks with banks and credit unions every day, and the theme she hears most as they plan for 2027 is deposit growth. With everyone fighting for the same deposits, she argues that acquisition, retention and relationship deepening have to work as one strategy. Too many institutions still stop after the first few onboarding messages instead of using their…
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