Table of Contents:
- Bridging the digital investment gap between big banks and mid-market institutions.
- The Run the Bank vs. Change the Bank imperative — and why both are critical.
- Four levers for optimizing operations: optimize, rationalize, automate, and reimagine.
- How to create a sustainable funding flywheel that reinvests savings into innovation.
- Reimagining your business model to unlock new growth opportunities and ESG capital markets.
As community banks and credit unions plan for 2026, the challenge is clear: how do you balance “running the bank” efficiently while funding “changing the bank” initiatives that drive future growth?
In this exclusive session, industry leaders Steve Monahan (Co-Founder, Alacrity Partners) and Harshjot Nijher (Executive Vice President, Solutions Metrix) share practical strategies for sustaining transformation funding, even in uncertain economic conditions.
The Speakers
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Steve Monahan
Co-Founder & Partner, Alacrity Partners
Former Gartner executive with 30+ years helping financial institutions navigate technology-driven transformation.
Harshjot Nijher
Executive Vice President, Solutions Metrix
15+ years consulting in financial services, leading institutions from strategy to execution on digital transformation journeys.
Ready to rethink your 2026 strategy?
Most Valuable For
- CEOs, COOs, and CFOs planning 2026 budgets.
- CIOs and technology leaders driving digital transformation.
- Lending, operations, and strategy executives at mid-market banks and credit unions.
ABOUT THE SERIES
This is Part 1 of our 2025 Leadership Insight Series - a three-part experience built to support decision-makers during and after pre-budget season.
1
Live Strategy Sessions
2
Real-World Use Cases
3