Bridging the transition from transactions to value

Seven panelists (five bankers, two consultants) wrestle with the changing business model for retail and small business banking, covering the downside of convenience; how to migrate customers from "I want it free" to "I'm willing to pay for help that I value"; how to get a better picture of the customer's needs and wants, and more. (pdf)

Bridging the transition-online extra

The same group covers additional questions, including: the value of checking accounts, challenge and opportunity in compliance, and ways to build trust. (pdf)