About DigitalVision21
Helping Financial Institutions Thrive in a Time of Transformation
The financial services industry is evolving faster than ever — new technologies, rising customer expectations, and non-traditional competitors are redefining what success looks like. For many banks and credit unions, staying relevant requires more than just incremental change — it demands a strategic shift in how they think, operate, and lead.
That’s where I come in.
Meet Neal Brauner
I’m a financial services veteran with a passion for helping institutions navigate disruption and seize opportunity.
Over the past 40+ years, I’ve served as CFO and Treasurer at multiple banks, created enterprise data warehouses and profitability systems, led strategic planning processes, and helped design digital banking platforms that dramatically improved customer engagement. I’ve also supported Boards and executive teams as they grappled with issues ranging from M&A integration to digital risk oversight to cultural change.
What sets me apart is a unique blend of strategic vision, hands-on technical skills, and a deep understanding of banking at the operational, financial, and customer levels.
How I Work
- Clarity of Purpose: Start with the right questions. Align leadership around a clear vision of success.
- Data-Driven Insight: Build the systems and tools needed to make informed decisions — and then act on them.
- Agile Execution: Move quickly. Test ideas. Adjust course. Get real results.
- Collaboration: Work closely with your team. Mentor rising leaders. Help organizations grow from within.
Who I Help
- Community and Regional Banks seeking modernization
- Credit Unions looking to deepen member engagement through digital tools
- Executive Teams needing strategic clarity and analytics frameworks
- Boards of Directors navigating governance and digital risk
- Organizations in leadership transition that need interim expertise
Recent Work Highlights
- Led multiple digital banking and account opening system conversions
- Created omni-channel onboarding and digital marketing strategies for regional banks
- Designed customer profitability systems and cross-sell engines using data warehouses
- Advised Boards and executive teams on digital transformation and platform selection
- Mentored fintech-focused bank leaders and acted as interim digital executive during transitions
Outside the Office
When I’m not helping clients reimagine their institutions, I’m often working on hands-on projects with my two sons — including the recent restoration of a vintage Alfa Romeo Spider (a rewarding exercise in both patience and applied problem-solving).
Let’s Start a Conversation
Whether you’re navigating change, facing a leadership gap, or rethinking your digital strategy, let’s explore how I can help. Please reach out to me on LinkedIn or fill out the contact form below.
