Executive Series: The New Currency of Loyalty: Rethinking FX
Overview
In a year marked by tariff turbulence and global economic uncertainty, foreign exchange (FX) has become both a growing challenge and a lucrative opportunity, particularly for financial institutions under $20B in assets. As customer demand for faster, more transparent, and cost-effective FX solutions intensifies, banks and credit unions are under increasing pressure to evolve. This panel will explore how financial institutions of all sizes can meet growing FX demand without massive technology investments, compete effectively against agile fintech challengers, and turn FX into a strategic advantage. Topics will include how to streamline cross-border transactions, leverage FX services to strengthen customer loyalty, preserve critical core deposits, and boost fee-based income. Industry practitioners and experts will share their real-world insights, best practices, and actionable strategies to help your institution thrive in today's volatile environment.