Independent Banker - November 2022 - 67

there's a huge advantage to dropping
the poker face early in the game, so
the two organizations can align their
priorities quickly.
" If you're worried about the price
and that's why you don't want to be
open, " he adds, " why not get that out
of the way and then be open with a
vendor? If you're being sold to, they'll
tell you they can do everything. And
that's usually a bad sign. "
9
Establish trust
Open communication is the
first step in establishing trust
as the relationship develops. For
Sangster of Adlumin, cybersecurity
is all about building trust. " First, we
are honest and drop the hyperbole, "
he explains. " We show them what we
can do and what we can't. We also
ensure that we delineate our roles
and responsibilities from theirs. It's
important that we each know and
play our positions on the field.
" Second, in the early days, we use
" We are honest
and drop the
hyperbole. We
show them what
we can do and
what we can't. We
also ensure that we
delineate our roles
and responsibilities
from theirs. It's
important that we
each know and
play our positions
on the field. "
-MARK SANGSTER,
ADLUMIN
customer referrals as a proxy to
prove our future track record, " he
continues. " And third, we build
direct relations through a customer
services team that provide a
continuous communications link
with the customer and actively
solicit feedback on performance
and suggestions for future
services, products or features. It's
a partnership. "
10
Share feedback
Keep those lines of
communication open.
" Be aware that there will be some
bumps in the road occasionally, "
says Loving. " Sometimes, the
onboarding process will not be
as smooth as you thought, so
you have to work through those
challenges if they arise. "
Sangster stresses that constant
communication and feedback
is critical. " We communicate
risks and threats and ensure
the customer understands not
only the tactical event, but the
Mark Sangster,
Adlumin
larger implications, " he explains.
" Additionally, we want their
feedback: what's working and
where can we improve. "
Updating financial technology
can be a challenging undertaking,
but, says Pierce of Leader Bank,
" The scalability of it is tremendous.
We have people all around the
country now working with our
company, and they're all utilizing
nCino. It's unbelievable-we never
would have had that capability if
we didn't have the platform.
" And that's really where it's eyeopening, "
he adds, " that we were
able to pick up talent that we never
would have had the ability to, if
we hadn't made this investment
six years ago, to truly operate
effectively as a team. I would say
it's a mind shift, an investment, but
with a huge payoff. " ƒ
Roshan McArthur is a writer
in California.
independentbanker.org Q 67

http://www.independentbanker.org

Independent Banker - November 2022

Table of Contents for the Digital Edition of Independent Banker - November 2022

Table of Contents
Independent Banker - November 2022 - Intro
Independent Banker - November 2022 - Cover1
Independent Banker - November 2022 - Cover2
Independent Banker - November 2022 - Table of Contents
Independent Banker - November 2022 - 2
Independent Banker - November 2022 - 3
Independent Banker - November 2022 - 4
Independent Banker - November 2022 - 5
Independent Banker - November 2022 - 6
Independent Banker - November 2022 - 7
Independent Banker - November 2022 - 8
Independent Banker - November 2022 - 9
Independent Banker - November 2022 - 10
Independent Banker - November 2022 - 11
Independent Banker - November 2022 - 12
Independent Banker - November 2022 - 13
Independent Banker - November 2022 - 14
Independent Banker - November 2022 - 15
Independent Banker - November 2022 - 16
Independent Banker - November 2022 - 17
Independent Banker - November 2022 - 18
Independent Banker - November 2022 - 19
Independent Banker - November 2022 - 20
Independent Banker - November 2022 - 21
Independent Banker - November 2022 - 22
Independent Banker - November 2022 - 23
Independent Banker - November 2022 - 24
Independent Banker - November 2022 - 25
Independent Banker - November 2022 - 26
Independent Banker - November 2022 - 27
Independent Banker - November 2022 - 28
Independent Banker - November 2022 - 29
Independent Banker - November 2022 - 30
Independent Banker - November 2022 - 31
Independent Banker - November 2022 - 32
Independent Banker - November 2022 - 33
Independent Banker - November 2022 - 34
Independent Banker - November 2022 - 35
Independent Banker - November 2022 - 36
Independent Banker - November 2022 - 37
Independent Banker - November 2022 - 38
Independent Banker - November 2022 - 39
Independent Banker - November 2022 - 40
Independent Banker - November 2022 - 41
Independent Banker - November 2022 - 42
Independent Banker - November 2022 - 43
Independent Banker - November 2022 - 44
Independent Banker - November 2022 - 45
Independent Banker - November 2022 - 46
Independent Banker - November 2022 - 47
Independent Banker - November 2022 - 48
Independent Banker - November 2022 - 49
Independent Banker - November 2022 - 50
Independent Banker - November 2022 - 51
Independent Banker - November 2022 - 52
Independent Banker - November 2022 - 53
Independent Banker - November 2022 - 54
Independent Banker - November 2022 - 55
Independent Banker - November 2022 - 56
Independent Banker - November 2022 - 57
Independent Banker - November 2022 - 58
Independent Banker - November 2022 - 59
Independent Banker - November 2022 - 60
Independent Banker - November 2022 - 61
Independent Banker - November 2022 - 62
Independent Banker - November 2022 - 63
Independent Banker - November 2022 - 64
Independent Banker - November 2022 - 65
Independent Banker - November 2022 - 66
Independent Banker - November 2022 - 67
Independent Banker - November 2022 - 68
Independent Banker - November 2022 - 69
Independent Banker - November 2022 - 70
Independent Banker - November 2022 - 71
Independent Banker - November 2022 - 72
Independent Banker - November 2022 - 73
Independent Banker - November 2022 - 74
Independent Banker - November 2022 - 75
Independent Banker - November 2022 - 76
Independent Banker - November 2022 - 77
Independent Banker - November 2022 - 78
Independent Banker - November 2022 - 79
Independent Banker - November 2022 - 80
Independent Banker - November 2022 - 81
Independent Banker - November 2022 - 82
Independent Banker - November 2022 - 83
Independent Banker - November 2022 - 84
Independent Banker - November 2022 - 85
Independent Banker - November 2022 - 86
Independent Banker - November 2022 - 87
Independent Banker - November 2022 - 88
Independent Banker - November 2022 - 89
Independent Banker - November 2022 - 90
Independent Banker - November 2022 - 91
Independent Banker - November 2022 - 92
Independent Banker - November 2022 - Cover3
Independent Banker - November 2022 - Cover4
https://www.nxtbook.com/mspc/independentbanker/january2025
https://www.nxtbook.com/mspc/independentbanker/december2024
https://www.nxtbook.com/mspc/independentbanker/november2024
https://www.nxtbook.com/mspc/independentbanker/october2024
https://www.nxtbook.com/mspc/independentbanker/september2024
https://www.nxtbook.com/mspc/independentbanker/august2024
https://www.nxtbook.com/mspc/independentbanker/july2024
https://www.nxtbook.com/mspc/independentbanker/june2024
https://www.nxtbook.com/mspc/independentbanker/may2024
https://www.nxtbook.com/mspc/independentbanker/april2024
https://www.nxtbook.com/mspc/independentbanker/march2024
https://www.nxtbook.com/mspc/independentbanker/february2024
https://www.nxtbook.com/mspc/independentbanker/january2024
https://www.nxtbook.com/mspc/independentbanker/december2023
https://www.nxtbook.com/mspc/independentbanker/november2023
https://www.nxtbook.com/mspc/independentbanker/october2023
https://www.nxtbook.com/mspc/independentbanker/september2023
https://www.nxtbook.com/mspc/independentbanker/august2023
https://www.nxtbook.com/mspc/independentbanker/july2023
https://www.nxtbook.com/mspc/independentbanker/june2023
https://www.nxtbook.com/mspc/independentbanker/may2023
https://www.nxtbook.com/mspc/independentbanker/april2023
https://www.nxtbook.com/mspc/independentbanker/march2023
https://www.nxtbook.com/mspc/independentbanker/february2023
https://www.nxtbook.com/mspc/independentbanker/january2023
https://www.nxtbook.com/mspc/independentbanker/december2022
https://www.nxtbook.com/mspc/independentbanker/november2022
https://www.nxtbook.com/mspc/independentbanker/october2022
https://www.nxtbook.com/mspc/independentbanker/september2022
https://www.nxtbook.com/mspc/independentbanker/august2022
https://www.nxtbook.com/mspc/independentbanker/july2022
https://www.nxtbook.com/mspc/independentbanker/june2022
https://www.nxtbook.com/mspc/independentbanker/may2022
https://www.nxtbook.com/mspc/independentbanker/april2022
https://www.nxtbook.com/mspc/independentbanker/march2022
https://www.nxtbook.com/mspc/independentbanker/february2022
https://www.nxtbook.com/mspc/independentbanker/january2022
https://www.nxtbook.com/mspc/independentbanker/december2021
https://www.nxtbook.com/mspc/independentbanker/november2021
https://www.nxtbook.com/mspc/independentbanker/october2021
https://www.nxtbook.com/mspc/independentbanker/september2021
https://www.nxtbook.com/mspc/independentbanker/august2021
https://www.nxtbook.com/mspc/independentbanker/july2021
https://www.nxtbook.com/mspc/independentbanker/june2021
https://www.nxtbook.com/mspc/independentbanker/may2021
https://www.nxtbook.com/mspc/independentbanker/april2021
https://www.nxtbook.com/mspc/independentbanker/march2021
https://www.nxtbook.com/mspc/independentbanker/february2021
https://www.nxtbook.com/mspc/independentbanker/january2021
https://www.nxtbook.com/mspc/independentbanker/december2020
https://www.nxtbook.com/mspc/independentbanker/november2020
https://www.nxtbook.com/mspc/independentbanker/october2020
https://www.nxtbook.com/mspc/independentbanker/september2020
https://www.nxtbook.com/mspc/independentbanker/august2020
https://www.nxtbook.com/mspc/independentbanker/july2020
https://www.nxtbook.com/mspc/independentbanker/june2020
https://www.nxtbook.com/mspc/independentbanker/may2020
https://www.nxtbook.com/mspc/independentbanker/april2020
https://www.nxtbook.com/mspc/independentbanker/march2020
https://www.nxtbook.com/mspc/independentbanker/february2020
https://www.nxtbook.com/mspc/independentbanker/january2020
https://www.nxtbook.com/mspc/independentbanker/december2019
https://www.nxtbook.com/mspc/independentbanker/november2019
https://www.nxtbook.com/mspc/independentbanker/october2019
https://www.nxtbook.com/mspc/independentbanker/september2019
https://www.nxtbook.com/mspc/independentbanker/august2019
https://www.nxtbook.com/mspc/independentbanker/july2019
https://www.nxtbook.com/mspc/independentbanker/june2019
https://www.nxtbook.com/mspc/independentbanker/may2019
https://www.nxtbook.com/mspc/independentbanker/april2019
https://www.nxtbook.com/mspc/independentbanker/march2019
https://www.nxtbook.com/mspc/independentbanker/february2019
https://www.nxtbook.com/mspc/independentbanker/january2019
https://www.nxtbook.com/mspc/independentbanker/december2018
https://www.nxtbook.com/mspc/independentbanker/november2018
https://www.nxtbook.com/mspc/independentbanker/october2018
https://www.nxtbook.com/mspc/independentbanker/september2018
https://www.nxtbook.com/mspc/independentbanker/august2018
https://www.nxtbook.com/mspc/independentbanker/july2018
https://www.nxtbook.com/mspc/independentbanker/june2018
https://www.nxtbook.com/mspc/independentbanker/may2018
https://www.nxtbook.com/mspc/independentbanker/april2018
https://www.nxtbook.com/mspc/independentbanker/march2018
https://www.nxtbook.com/mspc/independentbanker/february2018
https://www.nxtbook.com/mspc/independentbanker/january2018
https://www.nxtbook.com/mspc/independentbanker/december2017
https://www.nxtbook.com/mspc/independentbanker/november2017
https://www.nxtbook.com/mspc/independentbanker/october2017
https://www.nxtbook.com/mspc/independentbanker/september2017
https://www.nxtbook.com/mspc/independentbanker/august2017
https://www.nxtbook.com/mspc/independentbanker/july2017
https://www.nxtbook.com/mspc/independentbanker/june2017
https://www.nxtbook.com/mspc/independentbanker/may2017
https://www.nxtbook.com/mspc/independentbanker/april2017
https://www.nxtbookmedia.com