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Alkami Releases Annual Budgeting & Strategies Playbook for Financial Institutions
Gives bankers a guide to lead in the next era of banking, moving from personalization to anticipation PLANO, Texas, Sept. 24, 2025 /PRNewswire/ -- Alkami
About this update from Alkami Technology, Inc.
[{"type":"text","content":"Gives bankers a guide to lead in the next era of banking, moving from personalization to anticipation\nPLANO, Texas, Sept. 24, 2025 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) (\"Alkami\"), a digital sales and service platform provider for financial institutions in the U.S., today announced the release of its \"2026 Budgeting & Strategies Playbook: Empowering the Next Era of Banking Through Digital Sales and Service.\" The Playbook is designed to serve as a comprehensive guide for regional and community financial institutions to understand market dynamics, align digital strategy with consumer perceptions and expectations, and make informed technology investments that can accelerate growth through outcomes driving their business.\n\n \n \n \n \n \n \n\n \nFinancial institutions are at a pivotal point to redefine relationship banking. It will require the convergence of the human connection with data-driven technology that anticipates the needs of account holders with intention and purpose before they are expressed. In a recent study, almost half of digital banking consumers revealed they wish their financial institution could do more to anticipate their needs. Amidst historic demographic and behavioral shifts, key forces impacting the industry include:\nThe changing workforce creates advisory opportunities for banks and credit unionsThe great wealth transfer where $124 trillion is expected to change handsGenerational banking preferences where each defines loyalty differentlyRegional and community financial institutions are trailing megabanks and neobanks to deliver the right product recommendations, risking primacyJason Dorsey, president of The Center for Generational Kinetics and a leading generational researcher, commented, \"Recommendations are becoming the emotional connection and value-add that financial institution customers and members use to determine if their bank or credit union really understands them and their needs.\" Theo Lau, founder of Unconventional Ventures, added, \"The financial institutions that invest in understanding and anticipating the interconnected needs of their customers, from business succession planning for boomers to wealth-building tools for younger generations, will build the deep, generational loyalty that transcends rate shopping. Trust — earned through value-added Anticipatory Bankin...