Table of Contents:
- Why adaptability now outpaces strategy in an uncertain market
- The maturity model (Laggard, Mainstream, Fast Follower, Market Leader) and how it drives your speed to adopt new capabilities
- Reality check: common gaps and price-based competition traps
- Paradigm Shift: Moving the “center of gravity” away from the core
- Decenter the core, wrap systems of record, and unlock data without a big-bang replacement
- Enterprise integration, CRM for service/sales, contract rationalization, and roadmap thinking
- Executive alignment, frontline adoption, and change-management truths that make transformation stick
- Q&A Highlights - Where to start, funding, vendor/contract reviews, and common obstacles
Learn how mid-market banks and credit unions can boost adaptability, without ripping and replacing the core, by shifting from point solutions to a platform ecosystem anchored by an Integrated Platform.
“Adaptability is the real strategy. Your architecture is your advantage.”
~ Steve Monahan
The Speakers
Isabel Rios
Strategic Advisor, Financial Services,
Solutions Metrix
11 years inside a credit union across frontline, operations, member experience, and contact center leadership. Now helps institutions execute practical digital transformation that improves both member and employee journeys.
Steve Monahan
Founding Partner,
Alacrity Partners
Alacrity Partners
30 years leading tech-driven transformation; 20 years at Gartner advising banks and credit unions on strategy, execution, and technology economics. Focused on helping mid-market institutions punch above their weight—with technology that never sacrifices humanity.
Ready to see how adaptable organizations win, without a core overhaul?
Most Valuable For
- C-Suite: CEO, COO, CIO/CTO, CFO seeking speed, resiliency, and smarter tech economics
- Transformation & IT Leaders: Heads of Digital, Enterprise Architecture, and Program Management
- Delivery Leaders: Contact Center, Retail/Branch, Commercial/Business Banking, Member Experience
- Boards & Strategy Teams: Evaluating modernization paths without disruptive core replacement