Banks Must Bundle-Up or Lose Customers Who Are Done With Piecemeal Services

Yvonne Stelpflug, SVP, Advisors Plus, PSCU, and Jonathan Gelfand, lending director at Amount, tell Karen Webster that data and partnerships can help smaller FIs satisfy consumers’ desires for bundled banking. Along the way, they can cement loyalty by offering convenience and personalization, with all accounts and cards in one easily accessible place.