Ep. 61: Future-Ready Financial Organizations Start With Culture

In this episode, Andy Witherbee, CEO and founder of Engage Partners Group, shares insight from his experience in the financial services industry and viewpoints from both “in the game and on the sidelines.”

Before founding EPG in 2019, Witherbee was a former digital banker and strategist. Through his experience, he notes the importance of optimal tech investments and fintech partnerships for financial institutions to innovate and improve operational efficiencies. And before focusing on growth and expansion, he says a key piece of forward-thinking banks is culture. 

Witherbee emphasizes that financial institutions should have a clear understanding of who they are and be able to articulate the “why.” He saw immense value in a lean kaizen framework, where teams seek continual improvement and set ambitious goals to work more effectively.

It is a strong culture and the tech-driven decisions of a financial institution that maintains measurable growth and deepens relationships. In the next few years, Witherbee is looking forward to seeing the opportunities unfold through innovative partnerships between FIs and fintechs. He even provides a few examples of banks and fintechs leading the way.

Check out this latest episode on building a future-ready financial institution from Andy and Hunter.

More About Andy

Former senior digital banker, and entrepreneur, Andy is fueled by innovation and technology that propels regional and community financial institutions’ ability to modernize platforms that elevate operational efficiencies and accelerate growth for them and their customers. EPG is your trusted fintech partner to Align and Engage with the right people, and technology that enhances the value, impact, and differentiation for all stakeholders.