Jim Perry
Jim PerryI'm Senior Strategist at Market Insights, a consulting firm that uses customized research and data analytics to help financial institutions clarify strategic choices and find new ways to grow.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | strategistjim.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Fintech Book Club: Branch Tomorrow by Brett King
In his latest book, Branch Tomorrow, Brett King says the branch is done, other than as a support to digital banking. The Fintech Book Club will discuss Brett’s perspective and the insights of his book’s contributors, Bruno Diniz, 💯 Jim Mar...
Bank Forward — November 2025
We’re well into November, and three forces are already shaping the rest of the year—renewed big-bank consolidation, #agenticAI moving from curiosity to consideration, and a looser regulatory posture that’s opening new doors. Each carries re...
A Final Thought from Money20/20 USA
At this year’s Money20/20 USA, I had the privilege of co-hosting the first #LGBTQ+ MeetUp with Michelle Swiec from KPMG. It turned out to be much more than a networking event—it was a moment of connection and community building, and one of ...
Changing formats to serve you better
Good morning, After fifteen years of posting the“top 5 stories” every Friday morning, I’m evolving the format to better match how busy bankers and fintech leaders actually consume insights.
Authors
The writers behind this newsletter.
Helping banks & credit unions reimagine what’s possible—tracking trends from #AI to #GenZ and shaping bold, future-ready growth strategies.
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