Latest / The Purposeful Banker
What Hundreds of FI Budget Conversations Reveal About 2027
Budget planning shapes what actually gets done. Melissa Haire, senior vice president of Customer Success at Q2, talks through how financial institutions can move from a project-by-project mindset to a connected strategy where every dollar ties back to desired outcomes. From digital engagement and commercial growth to fraud prevention and AI investment, Melissa shares what the best-performing institutions have in common when they sit down to plan.
Related Links
[Blog] Planning for 2027: The Priorities Shaping Budget Decisions
[Guide] 2027 Budget Planning Guide
[Podcast] Cut to Context…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.