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FinovateSpring
May 5-7, 2026
Sheraton San Diego Hotel and MarinaSan Diego, CA

Jim Perry
Senior Strategist at Market Insights
Speaker

Profile

Jim Perry is the Senior Strategist at Market Insights, where he helps financial institutions across the country make smarter decisions and unlock new paths to growth through custom research and data-driven strategy.

A trusted advisor to financial services organizations coast to coast, Jim helps leaders cut through noise and translate big trends into practical, real-world decisions. He’s known for connecting strategy, data, and human behavior—bringing clarity to complex issues and helping institutions move from insight to action.

Named one of the “Top 100 Fintech Influencers” by Onalytica, Jim is a regular on the speaker circuit at industry events of all sizes, from regional associations to global conferences. He’s also a familiar voice on leading podcasts including Breaking Banks, Banking Transformed, One Vision, and the American Banker Podcast. Jim co-founded the Fintech Book Club, a global LinkedIn community that connects bankers, fintech leaders, and innovators around ideas shaping the future of financial services.

Thousands of industry leaders follow his daily posts and monthly journal, Banking Forward, for practical insights on fintech, AI, marketing, strategy, and M&A. Deluxe named him one of the 20 leaders in modern banking every financial executive should follow.

Whether consulting, training, or speaking, Jim is known for making complex concepts easy to understand—and simple to apply.

Agenda Sessions

  • Executive Briefing: AI on a Shoestring – Lessons Learnt From Community Banks & Credit Unions Who Are Seeing ROI Now. What Are The First Steps You Need To Take & How Can You Move Beyond Pilots To Real Use Cases? (3.25-4.05)

    3:35pm