Meeting Commercial Clients on Their Terms
Each commercial client is unique, but there are generally four ways they may choose to communicate with their bank: directly with their banker, over self-service digital channels, by providing data files to the bank or via application programming interfaces. APIs allow clients to connect their business management software to their bank, but they also require adequate infrastructure to work properly. Nathan Baumeister, CEO and cofounder of ZSuite Technologies, says it’s incumbent upon banks to ensure their technology providers can support all four modes of communication.
Topics discussed include:
- The Value of Client Communication
- The Impact of APIs on Relationships
- Tech Vendor Due Diligence
Nathan Baumeister
Nathan Baumeister is the CEO and co-founder of ZSuite Technologies, Inc., a financial technology company that powers community financial institutions with digital escrow products for specific commercial verticals. He provides strategic direction while working to grow the business and the product line. Under his leadership, ZSuite Tech will continue to support the technological and financial growth of banks and credit unions. He serves as a board member of the Association of Financial Technology (AFT).