Adam Unger - Building the Digital Community Bank

The Vertical Software Podcast

As a second-generation CEO, Adam saw a void in the wealth management space and keeping up with modern technology. With the thought of making their clients successful not just in the moment, but for the future, Accutech has now grown to be an industry leader serving community banks across the U.S.

Adam's Story

1. What was it like to take over the business that your dad, Ray Unger, had founded back in 1987?
2. How would you define Accutech’s purpose? How do you demonstrate this in the community?
3. You’ve been around this business and industry for the vast majority of your life. What excited you about Accutech in the early days and how has that changed recently?
4. You recently acquired Money Tree Software in 2019. How did you think about integrating the business with Accutech? Were there any cultural challenges that you had to overcome?

The Future of Banking

1. Define the trust accounting and wealth management technology space. What is the incumbent process/tool that you’re battling against?
2. Tell us about the relationship you’re trying to develop with your core customer – the community bank. How do you envision the role of banks and the way consumers do banking?
3. Accutech has been in the fintech space for a lot longer than most entrants. What are the biggest mistakes you see other fintech companies make today?