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September 9-11, 2024
The Marriott Marquis Times SquareNew York

Jim Perry
Senior Strategist at Market Insights


Jim Perry is Senior Strategist at Market Insights, a consulting firm that helps bring clarity to the complex choices faced by community-based financial institutions by providing market-specific, data-driven insights and strategies that will position their institutions for sustainable growth.

Jim has consulted with clients throughout the United States since 2005. Much of his work is concentrated on strategy development, marketing, branding, culture, and DEI. He has been included on Onalytica's list of "Top 100 #Fintech Influencers" and has shared his insights at state, regional, national, and international conferences. Thousands of community banks and credit unions follow his daily Twitter feed and weekly emails for industry trends and the latest news on mergers, fintech, marketing and much more. He was recently cited by Deluxe as one of the 20 leaders in modern banking that every community banker should follow.

As a consultant, trainer and public speaker, Jim is known for making complex concepts easy to understand and simple to apply.

2023 Featured Speaking Topics

Navigating the Coming Demographic Crisis

Walking the Talk of Diversity, Equity & Inclusion

Top Trends Transforming Retail Banking

Standing for Equality: Connecting with LGBTQ+ Consumers

Keeping Banking Human

Agenda Sessions

  • Fireside Chat: Why Diversity Matters – The Case For Diversity For Your Organisation; Your Team; Your Customers & Your Revenue Growth. It’s Not Just A Feel Good Move, It’s Good For Business