THE VISION (WHAT)
First United's 2030 Vision
Spend Life Wisely — elevate 10M lives by becoming the technology-forward community bank that puts customers at the center of every decision.
This is not a tagline. It is the north star that makes every technology bet meaningful.
WHY IT MATTERS (SO WHAT)
Greg's vision is clear and compelling. The gap is translation:
- Vision lives at the top (Greg's domain)
- Execution lives in operations (Monday morning reality)
- The Missing Middle is where intent becomes outcome — and where the CTO's leadership is most visible.
Business Impact: Closing the middle converts strategic bets (SLWE, LTI, OAO, nCino, Salesforce, Enlight) into competitive advantage — faster lending decisions, seamless account opening, data-driven experiences that make customers the hero.
HOW WE CLOSE IT (NOW WHAT)
As leader of the transformation, own the Missing Middle:
- Translate to Outcomes, Not Projects
"Commercial lending cycle time drops from 45 days to 12 days" — not "nCino go-live" - Own the Accountability Structure
Name owners for each outcome. Establish operating rhythms that connect workstreams so they compound. - Connect the Dots
LTI data quality → nCino automation → SLWE customer experience → vision fulfillment. - Surface Tensions Early
Leaders see around corners. Name trade-offs before they become blockers. - Tell the Story Upward
To the board: "Here's what the bank can now do that it couldn't before — and what that means for the next three years."
USAGE
Desk Reference
Print as 4×6 card for exec conversations
Print as 4×6 card for exec conversations
Board Prep
Frame any Greg-facing update
Frame any Greg-facing update
Action Inquiry
Practice bridging vision ↔ execution in learning group
Practice bridging vision ↔ execution in learning group