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Looking for Valuant? You are in the right place!

Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

Make yourself at home – we hope you enjoy your new web experience.

Looking for DiCOM? You are in the right place!

DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

Looking for TPG Software? You are in the right place!

TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

Make yourself at home – we hope you enjoy being part of our community.

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Jim Perry

Senior Strategist

Jim Perry is Senior Strategist at Market Insights, a consulting firm that uses customized research and data analytics to help financial institutions clarify strategic choices and find new ways to grow. Jim has consulted with financial institutions throughout the United States. He has been included on Onalytica’s list of “Top 100 Fintech Influencers” and has presented at state, regional, national, and international conferences. He has also shared his insights as a guest on top industry podcasts such as Breaking Banks, Banking Transformed Podcast, One Vision, and American Banker Podcast; and is one of the founders of the Fintech Book Club. In 2024, Jim joined the board of the National Alliance for Financial Literacy and Inclusion. Thousands of community banks and credit unions follow his daily social media posts and weekly emails for industry trends and the latest news on mergers, fintech, AI/GenAI, marketing and much more. He was 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.