According to S&P Global, credit unions acquiring bank assets are at an all-time high, with the number of deals totaling over $7 billion as of June this year (2024). That said, Alex addressed why there has been a lot of M&A activity from credit unions over the past year -- especially with banks.

Alex also shared his perspective on the challenges credit unions face in acquiring banks, as well as other ways credit unions can achieve expansion without focusing on M&A with a bank.

Lastly, Alex talked about some of the key takeaways that credit unions should consider before determining the best way to grow.

Liz Lumley sits down with Alex Jimenez, strategist, fintech influencer, writer, speaker, and currently principal consultant at Backbase, to discuss what happened to the pandemic-driven acceleration we were all promised and what non-finance-related event you should attend next.

Corporate finance may seem more like the technology department lately, as digitalisation and AI transform accounting, risk management and overall strategy. Finance leaders needs to harmonize multiple tools and innovations while making sense of more data than ever before, with implications beyond financial decisions. Institutions are stepping up to meet the needs of today’s finance teams – banking and investment services IT spending is forecast to rise 8% in 2023 – while applying an ecosystem approach to customer experience. But as technology permeates financial decision-making, is it driving better performance? In this session, we’ll explore the increasingly complex world of finance leaders and how human-centered models can harness technology for results.
This is a sponsor session by U.S. Bank at DealBook Summit 2023.

Alex Jimenez, Managing Principal, Financial Services Consulting, EPAM Systems, Inc., highlights the importance of digital transformation and optimisation for retail banks amidst economic uncertainty and technological advancements, in the lead-up to Money20/20 2023.

In this conversation, Alex Jimenez, Managing Principal, Financial Services Consulting at EPAM, discusses the steps banks can take to automate and optimize certain processes to control costs in the present and position themselves for future growth, and how a trusted partner like EPAM can help them navigate the journey.

Briana Marbury, CEO of Interledger Foundation, seeks to revolutionize payments and remittances for global communities. In this EPAM podcast, we discuss innovative changes driven by the Interledger Protocol for profound Financial Inclusion impact.

The landscape of finance is evolving rapidly, driven by the transformative power of Artificial Intelligence. Dive into the forefront of B2B finance modernization.

On today’s podcast, we are talking about digital account-opening trends, who’s opening bank accounts digitally, and what they want or expect when going through that process.

A discussion with Theo Lau on the state of financial literacy in banking.

Host Cassandra Stumer is joined by fintech influencer Alex Jimenez for a look at what “composable” means and how it fits into the future of digital banking.

In this episode of The Disruptive Mindset Podcast, Emma Jones explores Alex’s background in the finance industry, including his position as the Managing Principal of Financial Services Consulting at EPAM Systems.

When a bank undergoes a major digital transformation, what steps can they take to help ensure the experience they’ve painstakingly crafted resonates with customers and makes the right kind of noise in the marketplace?

David Mansilla talks to Alex Jimenez about the impact of technology to banking innovation.

“It's Really About Embracing AI and Considering It to Be on Your Team, But Not Letting It Loose”

“There's a Mentality that We Have Here on Our Side, Especially in the Digital Realm: Change Before You Have to”

What were the fintech news in December and what should we expect for 2023.

“In Banking… Processes From the 60s, 70s, and 80s Aren't Cutting it Anymore. Couple More Years from Now, They're Definitely Not Going to Cut it.”

In this episode, Alex Jimenez continues to explain the "Ongoing Transformation."

“Even though Fraud Is Happening Faster in the Age of ML, the Window by Which that Pattern Can Reoccur Is Way Shorter”

In this episode, we approach digital transformation from a different perspective: ongoing transformation.