WEBINAR RECAP: It’s Time to Make Use of Your Transaction Data
WEBINAR RECAP: It’s Time to Make Use of Your Transaction Data
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Posted8 days AGO

Updated3/3/2025 12:39:06 PM

Every bank has transaction data, but few use it to their advantage. The banks that crack the code on leveraging their existing transactional data gain an edge — one that allows them to expand customer relationships, uncover hidden fee income, and make smarter, more strategic decisions. In our most recent webinar, “How Transaction Data Gives Community Banks an Unfair Advantage,” we invited panelists Abby Wendel (President & CEO, Landmark National Bank), David Nohe (CEO, FinGoal), and Jerry Bradley (Chief Product Officer, KlariVis) to tackle this topic head on. Their message was clear: Banks that harness their transaction data will thrive. Those that don’t will fall behind, losing business to competitors and fintechs who know how to use data to deepen relationships, optimize revenue streams, and act on insights faster. Be sure to watch the recording to hear directly from these industry experts. Our primary takeaways from the discussion are included in the link below:

Every bank has transaction data, but few use it to their advantage. The banks that crack the code on leveraging their existing transactional data gain an edge — one that allows them to expand customer relationships, uncover hidden fee income, and make smarter, more strategic decisions. In our most recent webinar, “How Transaction Data Gives Community Banks an Unfair Advantage,” we invited panelists Abby Wendel (President & CEO, Landmark National Bank), David Nohe (CEO, FinGoal), and Jerry Bradley (Chief Product Officer, KlariVis) to tackle this topic head on. Their message was clear: Banks that harness their transaction data will thrive. Those that don’t will fall behind, losing business to competitors and fintechs who know how to use data to deepen relationships, optimize revenue streams, and act on insights faster. Be sure to watch the recording to hear directly from these industry experts. Our primary takeaways from the discussion are included in the link below:

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