American Banker to Host Webinar on Growth Strategies for Business Succession, Featuring Experts from Alkami and First Fidelity Bank
Alkami Technology (NASDAQ:ALKT) announced its participation in an upcoming American Banker webinar focused on business succession strategies, scheduled for September 22, 2025. The webinar, titled "Don't Fumble the Handoff: Win with the Business, the Owner, and the Successor," will address the significant opportunity presented by 2.3 million baby boomer-owned businesses expected to change hands.
The webinar will feature Taylor Adkins, VP of product management at Alkami, and Teri Wagner, EVP at First Fidelity Bank, discussing how financial institutions can leverage modern technology to maintain relationships during business transitions. The focus will be on digital treasury services and banking solutions that cater to both current owners and their successors.
Alkami Technology (NASDAQ:ALKT) ha annunciato la partecipazione a un prossimo webinar di American Banker incentrato sulle strategie di successione aziendale, previsto per 22 settembre 2025. Il webinar, intitolato "Non fare errori nel passaggio: ottieni un vantaggio con l’azienda, il proprietario e il successore," affronterà la notevole opportunità offerta da 2,3 milioni di imprese di proprietà di baby boomer che dovranno cedere le loro attività.
Il webinar vedrà la partecipazione di Taylor Adkins, VP di product management di Alkami, e Teri Wagner, EVP di First Fidelity Bank, che esamineranno come le istituzioni finanziarie possano sfruttare la tecnologia moderna per mantenere le relazioni durante le transizioni aziendali. L’attenzione sarà rivolta ai servizi di tesoreria digitale e alle soluzioni bancarie che rispondono sia agli attuali proprietari sia ai loro successori.
Alkami Technology (NASDAQ:ALKT) anunció su participación en un próximo webinar de American Banker centrado en estrategias de sucesión empresarial, programado para el 22 de septiembre de 2025. El webinar, titulado “No pierdas el manejo: gana con el negocio, el propietario y el sucesor,” abordará la significativa oportunidad que representa 2,3 millones de empresas propiedad de jubilados de la generación baby boomer que se espera pasen a manos de otros.
El webinar contará con Taylor Adkins, VP de gestión de productos de Alkami, y Teri Wagner, EVP de First Fidelity Bank, para discutir cómo las instituciones financieras pueden aprovechar la tecnología moderna para mantener relaciones durante las transiciones empresariales. El enfoque estará en servicios de tesorería digital y soluciones bancarias que atiendan a tanto a los propietarios actuales como a sus sucesores.
Alkami Technology(NASDAQ:ALKT)가 다가오는 American Banker 웨비나에 참가한다고 발표했습니다. 이 웨비나의 주제는 기업 승계 전략이며 2025년 9월 22일에 개최됩니다. 웨비나의 제목은 "히치하프를 실수하지 말자: 비즈니스, 소유주 및 승계자와 함께 승리하기"로, 일시적 승계가 예정된 230만 개의 베이비 부머 소유 기업이 다룰 주요 기회에 대해 논의합니다.
웨비나에는 Alkami의 Taylor Adkins 제품 관리 부사장과 First Fidelity Bank의 Teri Wagner 최고 부사장( EVP)이 참석해 비즈니스 전환 중 관계를 유지하기 위해 최신 기술을 금융기관이 어떻게 활용할 수 있는지 논의합니다. 디지털 자금 관리 서비스와 현재 소유주와 그 후임자 모두를 대상으로 하는 은행 솔루션에 중점을 둡니다.
Alkami Technology (NASDAQ:ALKT) a annoncé sa participation à un webinaire d’American Banker axé sur les stratégies de succession d’entreprise, prévu le 22 septembre 2025. Le webinaire, intitulé « Ne manquez pas la transmission : gagnez avec l’entreprise, le propriétaire et le successeur », examinera l’importante opportunité offerte par 2,3 millions d’entreprises détenues par des baby-boomers qui devraient changer de mains.
Le webinaire présentera Taylor Adkins, directeur product management chez Alkami, et Teri Wagner, EVP chez First Fidelity Bank, qui discuteront de la manière dont les institutions financières peuvent tirer parti de la technologie moderne pour préserver les relations lors des transitions d’entreprise. L’accent sera mis sur les services de trésorerie digitale et les solutions bancaires destinées tant aux propriétaires actuels qu’à leurs successeurs.
Alkami Technology (NASDAQ:ALKT) kündigte seine Teilnahme an einem kommenden American Banker Webinar an, das sich auf Strategien zur Unternehmensnachfolge konzentriert und für den 22. September 2025 geplant ist. Das Webinar mit dem Titel „Passen Sie beim Übergaben nicht auf: Gewinnen Sie mit dem Unternehmen, dem Eigentümer und dem Nachfolger“ wird die bedeutende Chance beleuchten, die sich aus 2,3 Millionen Baby-Boomer-geführt Firmen ergibt, die in den Besitz wechseln sollen.
Das Webinar wird Taylor Adkins, VP für Produktmanagement bei Alkami, und Teri Wagner, EVP bei First Fidelity Bank, vorstellen, die diskutieren, wie Finanzinstitute moderne Technologie nutzen können, um Beziehungen während Unternehmensübergängen zu pflegen. Der Fokus liegt auf digitalen Treasury-Diensten und Banklösungen, die sowohl aktuellen Eigentümern als auch ihren Nachfolgern dienen.
Alkami Technology (NASDAQ:ALKT) أعلنت عن مشاركتها في ندوة ويب لصحيفة American Banker تركز على استراتيجيات وراثة الأعمال، المزمعة في 22 سبتمبر 2025. ستتناول الندوة بعنوان «لا تخطئ في النقل: اربح مع العمل، المالك، والخلف» الفرصة الكبيرة التي تقدمها 2.3 مليون شركة مملوكة للجيل البومر المتوقع أن تنتقل إلى أيدي جديدة.
ستتضمن الندوة Taylor Adkins، نائب رئيس إدارة المنتج في Alkami، وTeri Wagner، EVP في First Fidelity Bank، لمناقشة كيف يمكن للمؤسسات المالية الاستفادة من التكنولوجيا الحديثة للحفاظ على العلاقات أثناء انتقالات الأعمال. ستركز على خدمات الخزينة الرقمية وحلول المصرفية التي تخدم كل من المالكين الحاليين وخلفائهم.
Alkami Technology (NASDAQ:ALKT) 宣布将参加一个由 American Banker 举办的网络研讨会，主题为企业继任策略，定于 2025年9月22日 举行。研讨会题为《传承不失手：与企业、所有者及继任者共赢》，将探讨预计将易手的 230万家婴儿潮一代拥有的企业 所带来的重大机遇。
研讨会将邀请 Taylor Adkins，Alkami 的产品管理副总裁，以及 Teri Wagner，First Fidelity Bank 的执行副总裁，讨论金融机构如何利用现代技术在企业过渡期间维持关系。重点将放在数字化资金管理服务和面向现任所有者及其继任者的银行解决方案上。
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Strategies to win business relationships during the generational wealth transfer
The webinar, "Don't Fumble the Handoff: Win with the Business, the Owner, and the Successor," will take place on Monday, September 22, 2025, at 2:00 p.m. ET / 11:00 a.m. PT.
As baby boomer business owners retire in record numbers, often without formal exit strategies, financial institutions face both a challenge and opportunity. The Small Business Administration estimates that roughly 2.3 million baby boomer-owned businesses will change hands in the coming years, representing trillions of dollars in business value. This transition marks a defining moment for financial institutions: guiding the generational handoff while growing lifelong relationships with both current business owners and their successors.
The conversation will spotlight how the consumerization of technology has transformed what business owners across generations expect from their financial institution. To stay competitive, banks and credit unions must offer intuitive, integrated business banking solutions that onboard, engage, grow, and guard business relationships at every stage of ownership.
The discussion will be led by Taylor Adkins, vice president, product management at Alkami, and Teri Wagner, CTP, executive vice president, director of treasury services, First Fidelity Bank. Together, they will explore what today's business owners and successors expect from a modern business banking platform, and how institutions can avoid "fumbling the handoff" during this critical time.
"Modern treasury services shouldn't require compromise between usability and control," said
This strategic focus supports institutions in building deeper, more durable business banking relationships both during succession and long after.
"When it comes to treasury onboarding, successors may be new to the role, but their expectations aren't drastically different—they still want clarity, control, and responsiveness," said Teri Wagner. "The key difference is that they expect those things to be delivered digitally, from day one. Financial institutions that streamline onboarding and make treasury services easy to adopt will be best positioned to retain and grow these relationships."
To register for the webinar, visit here.
To learn more about Alkami's Digital Sales & Service Platform, visit here.
Alkami has been certified by J.D. Power in 2024 and 2025 for providing "An Outstanding Mobile Banking Platform Experience."1
About Alkami
Alkami provides a digital sales and service platform for
Media Relations Contacts
Vested
alkami@fullyvested.com
Marla Pieton
marla.pieton@alkami.com
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1J.D. Power 2025 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a |
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SOURCE Alkami Technology, Inc.
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