Case Studies Financial Services

John Lewis – Collins Community Credit Union

Est. reading time: 5 mins

John Lewis had been with Collins Community Credit Union as its IT Director for about four months when, in 2014, President and CEO Stefanie Rupert asked him to accept new responsibilities. That can happen in any role. Only, Rupert’s request was a bit different: she wanted to know if Lewis would be willing to take […]

Jamie Collum & Andrew Cartwright – FCA Insurance

Est. reading time: 5 mins

Though Jamie Collum and Andrew Cartwright knew they’d make a great team, they really didn’t imagine it would be this good. At Toronto-based FCA Insurance Brokers, the duo helps contractors across Canada get insurance and surety bonds as the industry rebounds from COVID-19-related setbacks. The tag-team approach began in August 2020, when Cartwright joined FCA […]

Josh Meyer – Bremer Bank

Est. reading time: 4 mins

It may not be a traditional banking space, but Josh Meyer of Bremer Bank says the tried-and-true approach needs to give way to something better. The new Bremer location accomplishes just that, opening in the Holiday Center in Duluth, Minnesota, in July 2020. Instead of the typical customer service windows, enclosed offices with paneled doors […]

Jon Fahning – Bremer Bank

Est. reading time: 4 mins

When we last spoke with Jon Fahning and Minnesota-based Bremer Bank in July 2019, the 77-year-old financial institution was working to launch new branches in locations throughout the upper Midwest. As with any construction project, having the right architectural plans was critical. But there was another document that proved equally indispensable: Bremer’s 100-plus-pages design playbook […]

Jeff Kagey – LegacyTexas

Est. reading time: 5 mins

Jeff Kagey’s path through the past, present and future of banking has been unorthodox. He began as a teller more than 30 years ago, but found his niche not behind a counter, but by helping design them—and the rest of a bank, too. Now the vice president of corporate real estate and facilities for LegacyTexas, […]

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vol. IV 2022

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