A Trusted Advisor to Financial Institutions

Upcoming Speaking Engagements

  • January 2020
    • 9: Western Bankers Association: Presidents Conference, Santa Barbara
  • February 2020:
    • 7: Florida Bankers Association: CyberSecurity Symposium, Tampa
  • March 2020:
    • 4: Virginia Bankers Association: VBA Protect, Williamsburg
  • April 2020:
    • 16: Ohio Bankers League: Technology Conference, Columbus
    • 22: Minnesota Bankers Association: Technology Conference, Nisswa




    Trent Fleming’s Banking Newsletter

    July-August 2013 (PDF) In my conversations with community banks, I’m surprised at how many still feel they are “too small” for a call center. On the contrary, smaller banks should be the first to move toward a centralized telephone point of contact for customers. Here are three reasons why.

    May-June 2013 (PDF) The battle in financial services is for the profitable small business. Business customers are important for three primary reasons, in my estimation.

    January February 2013 (PDF) Last year, I wrote about “significant and persistent costs” and the importance of identifying and controlling them. As we start the New Year, I want to look at another area that will affect your bottom line – failure to modify customer behavior in order to benefit from the reduced costs of new delivery channels.

    Past Newsletter Summary (PDF) This document is a summary of topics from the last three years of my newsletter. Please feel free to request back issues on any topics of interest.

    Fall 2012 (PDF) My latest newsletter, in which I discuss the benefits for teller capture and recommend strategies for implementation. I often provide guidance to banks concerning the introduction and implementation of new technologies and strategies, and I am prepared to assist your organization in that capacity.


    Late Summer 2012 (PDF) Online banking has taken over the industry – are you prepared to keep up? In this issue, I discuss how to give your clients the most in online banking, with specific advice for each online banking medium.

    Early Summer 2012 (PDF)

    In this issue, I discuss strategy for managing contract costs for your institution and provide guidance for the end of life cycle for telephone banking technology. I frequently guide banks in developing comprehensive technology strategies, and would welcome the opportunity to assist you in that capacity.

    January February 2012 (PDF)

    In this issue, I’m offering insight into four key things you should be doing to prepare for the challenges and opportunities you are likely to face this year. My goal, as always, is to provide you with the advice and support you need to set strategies, make good decisions, and execute well. I’m available to guide you in addressing these issues to the benefit of your bank.

    More issues will be uploaded soon — stay tuned!