We apply our expertise across operating model design, customer experiences that matter and digital solution integration to help our banking clients address the most challenging issues of the day.
SERVICES
Whether you need to modernize core systems and operations, evaluate and develop a perspective on FinTech and associated partnerships, or strengthen your position as a trusted advisor in a contracting industry, Active Digital is a partner who knows the banking industry and can help lead you on your journey.
Develop and enact an M&A strategy and integrate operations to drive efficiencies.
Evolve core business functions and systems to embed automation and gain efficiencies.
Enhance customer experiences through a balance of digital and analog touchpoints.
Assess future-proof talent needs and deploy strategies to attract and retain the right people.
Navigate the growing Fintech landscape and determine where to buy, build, or compete.
CASE STUDY
Compliance Management
Standing up a Compliance Management Plan for an acquired direct retail brokerage business within a Top 10 Bank.
A Top 10 bank acquired another national bank primarily for its core banking business. The acquisition included a direct retail brokerage that represented a wholly new line of business for the acquiring bank. On a compressed timeline and at the direction of regulators, a Compliance Management Plan (CMP) needed to be created to cover 100+ new regulatory requirements across multiple regulators.
Using a blended team of legacy Compliance resources, an effort was initiated to identify and catalog each new regulatory requirement and map it to a new control and test plan within the acquiring firm’s Compliance Management Plan process. In order to more efficiently deliver on the scope of work, a creative Agile methodology was deployed to break the volume of regulatory requirements into weekly increments to be delivered as final product to the Chief Compliance Officer (CCO) for review and approval.
Owing largely to the deployment of the Agile methodology, the process through which work product was delivered to the CCO continuously approved while giving the team weekly wins over a sustained period of high work volume on non-negotiable regulatory timelines. Those timelines were ultimately met and the new line of business launched consistent with the overall merger integration plan.
Active Digital Insights: Banking
We combine our experience within the biggest client-side brands, top-tier management consultancies, global systems integrators and premier digital product providers to bring a depth and breadth of knowledge that is further differentiated by our orientation toward action, real-world results and speed to impact. Read more about our thought leadership and engagements:
Active Digital Sponsorship & Speaking Engagment
Bank Board Training Forum Video
Being a bank leader today demands more time, more attention and more knowledge than ever before, making board training and education an important role in the success of today’s industry leaders. Our own David Antoline David spoke about Branch Strategy: Beyond Brick & Mortar at the forum in Nashville. More
Active Digital News
Association for Financial Technologies
Active Digital has joined the Association for Financial Technology (AFT). AFT is the industry’s premier resource for networking and professional development for those companies and executives serving U.S. financial institutions (FI’s), including banks, credit unions, lenders and payment companies. Founded in 1972, the organization members represents virtually every area of technology, data or services needed to help FI’s succeed in today’s dynamic marketplace. More
Active Digital Sponsorship
Ole Miss Banking & Finance Symposium
For over 100 years, the University of Mississippi School of Business has been educating business leaders. For 20 years, we have held a Banking and Finance Symposium to educate our students, alumni, and finance professionals on current topics that impact the financial industry. This year’s symposium will be hosted by Dr. Ken Cyree, emceed by Mr. Stan Viner and sponsored by Active Digital. More
Digital Transformation Partner
The Roundup
Being a bank leader today demands more time, more attention and more knowledge than ever before, making board training and education an important role in the success of today’s industry leaders. More
David Antoline, Active Digital President, Forbes Councils Member
Selecting The Right Digital Transformation Partner
Digital transformations can sometimes feel like getting lost in the woods. Some companies realize right away that they need a guide. Others might have to pass the same rock three times before calling for help. Regardless, finding the right vendor is often necessary to a digital transformation’s success. More
David Antoline, Active Digital President
How to Tailor the Customer Experience
Many insurance companies are realizing a one-size-fits-all approach to customer needs is out of date.
Call it the Amazon effect. Customers need speed, service and selection—all at once. Spurred by the pandemic, consumers are rethinking how they spend their time. Inflation, too, has people scrutinizing their spending. More
You’re in good hands.
Here’s a small sample of the brands we’ve served.
