Jamie Clisham, SVP of Analytics and Product, and Ben Jordan, EVP and COO of Machias Savings Bank reveal how the bank balanced approaches to select a platform that integrated seamlessly with existing systems, empowered their teams with customization, and aligned with their strategic goals.
Jamie emphasizes the importance of finding a partner aligned with the bank’s culture and long-term success, while Ben highlights the critical role of evaluating robust, scalable, secure technology to meet operational needs.