Blog post provided by Yolonda Stradford and Peter Knickerbocker from NVC member company Bank of America.
While uncertain geopolitical and economic forces challenged some companies in the first half of 2026, informed executives remained agile, making key decisions in real time. Strong leaders focus on three priorities that will inform their strategic vision in the second half of the year.
Deploy AI Now and Prepare for What Comes Next
AI has rapidly moved from a proof of concept to a business standard.
For middle market leaders, the message is simple: start now. First, get the company’s data in order. There is no bold AI strategy without clean, connected, and properly governed data.
Companies should evaluate whether their core systems are integrated. Financial platforms, CRM tools, and operational data commonly exist in separate silos, limiting AI capabilities. Leaders will want to ensure that their data is consistently structured and clearly owned. They should be able to trace a single customer or transaction across the business end-to-end.
These are achievable standards and the foundation AI requires to deliver real value.
Once that is established, companies should resist the urge to do everything at the same time. For many companies, finance and operations are a good place to start. Cash flow forecasting, accounts payable automation, and demand planning are low data complexity and high-impact. Starting here also builds organizational confidence, as early wins create the internal case for broader AI adoption.
From there, companies can expand to synthesizing market intelligence and personalizing customer engagement. In each case, AI enhances what teams can do without replacing the judgment of the people leading them.
Strengthen Governance Mechanisms Before Disruption Hits
Businesses don’t usually falter because of a single disruption. More often, a lack of structure prevents them from responding effectively. According to the World Economic Forum, what is required now is readiness: the ability to anticipate, adapt, and act decisively. For middle market companies, that starts with internal alignment so they can be agile in crises and consistent in delivering on their long-term commitments.
Resilient companies begin by creating a shared vision and decision-making framework. Leadership teams should consider the following questions:
- How do we prioritize capital allocation in an uncertain environment?
- What level of risk are we willing to tolerate as market conditions continue to shift?
- Are we investing in the right technologies to stay competitive over the long term?
Structured governance processes, whether a monthly leadership alignment session, a defined decision-rights matrix, or a standing risk review committee, give leaders the framework to make difficult decisions, align on a path forward, and act decisively when volatility arrives, rather than scrambling in a heightened moment.
Turn Employee Benefits into a Competitive Advantage
Workplace benefits have become a defining factor in where employees choose to work and whether they stay. According to a recent Bank of America Workplace Benefits Report, 24% of employees have recently left or considered leaving their company due to insufficient benefits, up from 15% in 2023.
In today’s competitive war for talent, attracting and retaining top performers isn’t just an HR priority; it’s a strategic advantage that drives innovation, strengthens culture, and fuels long-term business growth. Forward-thinking companies are improving their benefits strategies to align wellness investments with key business goals, including retention, productivity, and workforce resilience. They do this by tailoring offerings to the unique needs and demographics of their workforce, from phased return programs for caregivers to Lifestyle Spending Accounts that give employees flexibility in how they invest in their own well-being.
For middle market companies, this represents a real competitive opening. They can often personalize offerings more effectively than larger employers, moving faster to meet the specific needs of their workforce.
Middle market companies are being proactive. They are already building the advantages that will define them through AI infrastructure, governance that enables fast and aligned decisions, and benefits strategies that retain top talent. Companies that advance on all three fronts will be better positioned to move quickly when opportunities arise, hold their teams together when conditions get tough, and compete more effectively in a market that shows no signs of simplifying.
Yolonda Stradford, Senior Vice President, Global Commercial Banking Market Executive based in Washington, D.C., Bank of America
Peter Knickerbocker, Managing Director, Global Commercial Banking Market Executive based in Bethesda, MD, Bank of America
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