Embrace change, take risks, and disrupt yourself

Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the challenges facing the banking industry. Featuring some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.

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Breaking Down Barriers to Deploy GenAI Solutions Faster

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Manish Gupta, CEO of Corridor Platforms, and Toby Brown, Managing Director of Global Retail Banking Solutions at Google Cloud, discuss their groun...
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Transforming Banking Data into Customer Value

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Don Permezel, VP of Data & AI at nCino, joins us to explore how banks must evolve beyond mere data collection to unlock true customer value throug...
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Alternative to Core Replacement That Redefines Digital Finance

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Ahon Sarkar, SVP and general manager of Helix at Q2 discusses a revolutionary approach to core banking modernization. The conversation explores ho...
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Maximizing Value from Technology Investments

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Barb Morgan, Chief Product & Technology Officer at Temenos, discusses how financial institutions can navigate this technological crossroads, exami...
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Unlocking Value Through Data-Enabled Core Systems

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Jeffrey Kendall, Chairman and CEO of Nymbus, shares how data-enabled core banking is transforming financial institutions and enabling them to deli...
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Digital Banking Evolution: Lessons from the Innovation Frontlines

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Deena Otto, COO of Stanford FCU, and Dan Collins, Director of Digital Development at Visions FCU, share how their organizations are revolutionizin...
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The Great Banking Reset: Merging High-Tech with High-Touch

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Michael Abbott, Senior Managing Director and Global Banking Lead at Accenture, discusses how artificial intelligence and emerging technologies wil...
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How to Create a Website Presence That Generates New Business

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Anil Aggarwal, the CEO of Milestone, dives deep into the strategies and principles behind building a commanding digital presence. From content cre...
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Creating Dynamic Personal Banking Experiences at Scale

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Anthony Ianniciello, VP of Product Management at Q2, and David Sant, Chief Strategy Officer at Cyprus Credit Union, explore how financial institut...
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How to Close the Digital Maturity Gap in Business Banking

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Allison Cerra, theChief Marketing Officer at Alkami Technologies and Casey Hogarth from Emerald Research Group share why some organizations are gr...
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Crafting Unique Business Banking Experiences

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Matt Wind, head of product management at Popular Bank, discusses critical decisions regarding technology partnerships, innovation strategies, and ...
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Payments and Embedded Finance Evolution: The Citi Experience

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Terry O’Neil, Head of Connected Commerce for Citi Retail Services and Head of Strategic Partnerships for Citi U.S. Personal Banking, explores the ...
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Desire for Data-Driven Personalization Unites Demographic Segments

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Jaime Dominguez, Principal Product Marketer at Q2, discusses their groundbreaking report on cross-generational banking preferences. This study, co...
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Banking 2025: Digital Revolution Meets Economic Reality

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Jan Bellens, Leader in the Global Banking Practice at EY, provides a global perspective on the state of banking transformation, regulatory framewo...
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Building an Award-Winning Mobile Banking Experience

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Ty Griffin, Senior Head of UX/UI at Alkami, shares insights on how Alkami recently became the first technology provider Certified by J.D. Power fo...
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Banking 2025: Industry Experts Map the Path Forward

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Brett King, renowned futurist and bestselling author, and Ron Shevlin, Chief Research Officer at Cornerstone Advisors, discuss how technological a...
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The Community Bank Advantage

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Brian McEvoy, Chief Retail Banking Officer at Webster Five Savings Bank, brings unique insights into building successful community banking organiz...
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Banking's Next Chapter: 5th Anniversary Special (Part 2)

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In celebration of the 5th anniversary of Banking Transformed, Jim Marous is honored to be interviewed by his senior producer, Leah Haslage, from E...
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Banking's Next Chapter: 5th Anniversary Special (Part One)

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In celebration of our 5th anniversary at Banking Transformed, Jim Marous is interviewed by his senior producer, Leah Haslage, from Evergreen Podca...
Listen to Banking's Next Chapter: 5th Anniversary Special (Part One)

Bridging the Generative AI Readiness Gap

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Monica Hovsepian and John Radko from OpenText explore the current adoption levels of AI in banking, the challenges institutions face in implementa...
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NVIDIA Executive Reveals How AI is Reshaping Financial Services

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Malcolm deMayo, global vice president of the financial services industry at NVIDIA, shares insights on how institutions tackle key challenges, inc...
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MindShift: Unlocking Innovation and Humanity in the Age of AI

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Brian Solis, Head of Global Innovation at ServiceNow and author of the newly released book 'MindShift,' offers a roadmap for corporate executives ...
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Balancing Speed and Safety with Instant Loan Decisioning

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Robert Watts, VP of Consumer Credit at D.L. Evans Bank, highlights the bank's extraordinary growth, transitioning from processing 100-200 loan app...
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The Future of Financial Wellness: The Evolution of the Debbie App

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Frida Leibowitz, co-founder of Debbie, shares how the Debbie app has evolved, the challenges it has faced, and the impact it has had on users' fin...
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The Power of a Modern Document Management System

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Matt Geiger from Sharefile discusses critical challenges banks and credit unions face and how innovative solutions can address these issues head-o...
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Leveraging Data for Strategic Decisions and CX in Banking

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Jeremiah Lotz, SVP of Product & Data Experience at Velera, formerly known as PSCU/Co-op Solutions, shares his expertise on developing effective da...
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Fast-Tracking Generative AI Transformation in Financial Services

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Sandeep Mangaraj, Microsoft's Managing Director of Fintech, discusses the barriers to AI adoption in financial services, the risks of falling behi...
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Winning in an Era of Fragmented Banking Relationships

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Dave Feuer, the Chief Product Officer at Galileo, discusses the fragmentation of banking relationships, the satisfaction paradox, and the importan...
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Unlocking Customer Opportunities with a 360-Degree Perspective

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David Acevedo, president of 360View, discusses the challenges and benefits of implementing a holistic customer data strategy and provides practica...
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How Money20/20 Mirrors Banking's Evolution

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Scarlett Sieber, Chief Strategy & Growth Officer of Money20/20, shares insights on industry trends, the challenges facing traditional banks, and t...
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Balancing Risk and Speed in the New Era of Digital Lending

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Janel Hartin, Senior Loan Administrator at Bangor Savings Bank, shares insights into Bangor Savings Bank's evolution from a paper-based lending sy...
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Desire for Data-Driven Personalization Unites Demographic Segments

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Jaime Dominguez, Principal Product Marketer at Q2, discusses the role of AI in fraud detection, the importance of data-driven personalization, the...
Listen to Desire for Data-Driven Personalization Unites Demographic Segments

Unpacking Credit Card Challenges and Opportunities for Growth

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Josh Turnbull, VP of Card and Banking Strategy, and Craig LaChapelle, VP of Market Development at TransUnion, discuss the changing patterns in con...
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New Credit Engagement Tool Supports Financial Wellness

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JB Orecchia, CEO of SavvyMoney, discusses their groundbreaking new product, Get My Rate, and how generative AI is set to revolutionize credit solu...
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How Micro-Engagements Generate Sales and Build Loyalty

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Personalized, real-time micro-engagements are more than just a trend – they're reshaping the future of banking. Sarah Martin, CEO of Pulsate, and ...
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How Generations FCU Has Revolutionized the Speed of Lending

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Kate Himes, VP of Consumer Lending at Generations FCU, discusses the modernization of their lending platform, emphasizing the importance of effici...
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How Higher Rates are Impacting Consumers & Financial Services

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Mark Leher, Director of Product Management at Alkami and Jim Perry, Senior Strategist at Market Insights, unpack the insights from Alkami's compre...
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How Alternative Data is Transforming Lending

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Warren Hogarth, Co-Founder & CEO of Empower, and Colton Pond, Chief Marketing Officer at LoanPro, explore examples of alternative credit data poin...
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The Art of Standing Out in Financial Service Marketing

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On today’s episode of Banking Transformed, we'll explore the challenges and opportunities facing financial marketers today with Eric Fulwiler, the...
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Modernizing Payment Solutions for Small Businesses

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Jeff Horowitz, EVP of Transcard, delves into the common challenges small businesses encounter with payment processing, such as high fees, security...
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How Innovation Can Drive Growth in Lending

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Charley Ma Co-Founder & Managing Partner at Exponent Founders Capital and Colton Pond, Chief Marketing Officer at LoanPro, share their perspective...
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Cultivating a Culture of Continuous Learning

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Faisal Hoque, best-selling author and winner of the Deloitte Technology Fast 50™ designation, discusses how influential leaders understand the imp...
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Using Data for Credit Management and Financial Wellness

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In this episode of Banking Transformed, recorded at MeridianLink LIVE!, David Park, Vice President and Director of Loan Operations at Franklin Min...
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Building a Future-Ready Digital Banking Platform

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Siva Narendra, the CEO of Tyfone, discusses how consumers are driving the advancement of digital banking using experiences outside banking to driv...
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Achieving Growth with Personalized Digital Offering

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In this special mini-series on the future of lending, sponsored by LoanPro, we are joined by Jonas Ng, Chief Operating Officer of Laurel Road and ...
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John Hope Bryant’s Vision on Building a New American Middle Class

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John Hope Bryant, the visionary behind Operation HOPE, Inc. John shares his journey from founding the organization in the aftermath of the 1992 Ro...
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Mastering AI-Powered Personalization for Long-Term Growth

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Olly Downs, Chief Technology and AI Officer at Curinos, discusses the impact of AI and machine learning on customer engagement and the challenges ...
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The Secret Sauce of Hiring and Retention in the Digital Era

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Pierre Naude, CEO of nCino, shares nCino's approach to talent acquisition, training, and development, highlighting the importance of continuous le...
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Building a Digital-First Mindset in Banking

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On this episode of Banking Transformed, recorded live at the Financial Brand Forum, Brianna Elsass, Head of US Digital Servicing and Technology at...
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How a $5B Bank Modernized Digital Lending

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In this special episode of Banking Transformed, recorded at MeridianLink LIVE, we sat down with Lynn Yznaga, SVP from Broadway Bank in San Antonio...
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The Power of Purpose in Banking

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Dennis Devine, the CEO and President of Alliant Credit Union, recorded live at the Financial Brand Forum in Las Vegas, shares his thoughts on the ...
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Navigating the Potential of Open Banking

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Deep Varma, CTO at Alkami, explores the technological challenges, regulatory developments, and strategies for success in this new era of financial...
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The Future of Branches in a Digital Age

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Recorded live at the Financial Brand Forum at the Aria in Las Vegas, Steve Turley, SVP, Head of Retail Growth and Transformation at TD Bank and ho...
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Innovation Through Dynamic Co-Creation

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In this episode, recorded live at the Financial Brand Forum in Las Vegas, April Clobes, CEO and President of MSU Federal Credit Union, discusses h...
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How Gen AI is Reshaping Bank Marketing

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Abbas Merchant, ex- CMO and EVP at Regions Bank, explores the potential of Gen AI, its implications for marketers, and how it's set to transform t...
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Rethinking Innovation During Unparalleled Change

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Recorded live at the Financial Brand Forum, Jim Marous and Don Relyea, Chief Innovation Officer at U.S. Bank, explores the strategies and approach...
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CMO Unplugged: The Art and Science of Marketing in the Future

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Recorded live at the Financial Brand Forum, Melissa Stevens, CMO of Fifth Third Bank, discusses the challenges of stemming 'silent attrition' in t...
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The Future of Banking: Beyond the Glass

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In this episode of the Banking Transformed podcast, recorded at the Financial Brand Forum, we're thrilled to welcome back Derek White, CEO of Gali...
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Leveraging data to personalize the lending experience

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Amber Isaku, VP of Lending at A+ Federal Credit Union, delves into the credit union's journey to digitize and personalize the lending experience f...
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Transforming Banking with Real-Time Engagement

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Maria Echeverria, VP of Business Development at Latinia, explores the challenges and opportunities banks face in delivering hyper-personalized exp...
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The Evolving Relationship Between Fintechs and Traditional Banks

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Matt Harris, a leading investor and thought leader in the fintech space, and a partner at Bain Capital Ventures, shares his unique perspective and...
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Augmenting Bankers with Generative AI Solutions

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Chris Gufford, Executive Director of Commercial Lending at nCino, shares the challenges, surprises and the future of generative AI solutions for t...
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Chimney: Leveraging Data to Build Seamless Engagement

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Matt Covi, the CEO and Co-founder of Chimney, explains how Chimney is helping financial institutions compete for wallet share, using its award-win...
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Removing Friction from the Lending Experience

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Tim Wheeler, Chief Lending Officer for Fortera Credit Union, highlights how Fortera's stable and forward-thinking management team has been instrum...
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Reimagining Bank Marketing for a New Era

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Nicole Zimmermann, founder and CEO of ZELOCIN & Partners, shares her expert insights on assessing current marketing efforts, identifying areas for...
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Embracing a Culture of Continuous Innovation at Scale

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We're excited to bring you an insightful conversation with three leaders from Meriwest Credit Union, a $2B community financial institution serving...
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LendingClub's Vision for the Future of Digital Banking

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Scott Sanborn, CEO of LendingClub, shares his insights on the company's journey since acquiring Radius Bancorp in 2021, and the future prospects f...
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Maximizing Your Marketing ROI With Effective Testing

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Erin Allen, VP of Insurance Distribution and Market Strategy at Franklin Madison, sheds light on the transformative power of testing and its poten...
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What Keeps Financial Executives Up at Night?

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Devesh Khare, Chief Product Officer at MeridianLink, shares how the partnerships with solution providers have changed over time, what organization...
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Generative AI in Banking: From Hype to Value Creation

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Sriram Natarajan, President of Quinte Financial Technologies, discusses why AI’s true potential lies in its capacity to streamline processes, elev...
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SoLo Funds: The Future of Community Finance

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This episode is a must-listen for anyone interested in the intersection of finance, technology, and social impact. Rodney Williams, the president ...
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Unlocking Growth with Seamless Digital Account Opening and Lending

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Chris Maloof, Go-To-Market President at MeridianLink, shares how financial institutions of all sizes can harness the full potential of their data,...
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Alkami Unveils Game-Changing Digital Maturity Assessment Tool for Financial Institutions

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Allison Cerra, Chief Marketing Officer at Alkami and Casey Hogarth, Senior Director at Emerald Research Group discuss the importance of understand...
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How Community Banks Can Win the Business Banking Battle

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Jacob Leick, Director of Product Management at Alkami Technology and Mandy Lopez, Lead Product Manager at Alkami, discusses the importance of buil...
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Generative AI Use Cases and Adoption Patterns in Banking

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Daragh Morrissey, the Director of AI at Microsoft Worldwide Financial Services, provides a roadmap for banks looking to adopt generative AI, empha...
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Key Leadership Trends to Embrace NOW

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Jacob Morgan, four-time best-selling author and renowned leadership futurist, shares his groundbreaking research on the top 7 leadership trends fo...
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Demystifying Pricing of Banking Services

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Melina Palmer, CEO of The Brainy Business and author of the new book “The Truth About Pricing: How To Apply Behavioral Economics So Customers Buy,...
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Hacking Attention: Mastering Social Selling in Banking

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Dr. Robin Kiera, financial services marketing expert and author of the new book, Attention Hacking: The Power of Social Media Selling in Insurance...
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Unlocking Growth by Tearing Down Data Silos

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Kim Snyder, CEO and Founder of KlariVis, discusses how KlariVis compiles data across disparate bank systems into unified dashboards, giving financ...
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Building Financial Wellness Strengthens Relationships

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In this discussion with Rochelle Gorey, founder and CEO of fintech startup Springfour, and Anuj Vohra, Head of North American Collections at BMO F...
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Decoding the Digital Banking Trends of 2024

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Michael Abbott, Senior Managing Director – Global Banking Lead at Accenture, discuss the need for banks to adapt to changing customer expectations...
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Mike Walsh: GenAI Will Unlock the Potential of Human Intelligence

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In this episode, we explore how generative AI is reshaping the future of work, the delicate balance between humans and machines, and the transform...
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Beyond Phantom Growth: Building Real Relationships

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Gabe Krajicek, CEO of financial solutions provider Kasasa, provides compelling case studies demonstrating Kasasa's impact on community banking. He...
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Platform Strategies Fuel Innovation and Growth in Banking

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Senior Prophet Partner, Ted Moser, explores pragmatic steps banks can take to compete in the platform economy, offering examples of creative platf...
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Lessons in Digital Dexterity from Travis Credit Union

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Grant Karsas, VP of Digital Experience at Travis Credit Union, shares insights into how Travis CU leverages modern technologies to deepen member r...
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The Increasing Importance of Data Resilience

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Rick Vanover, Senior Director of Product Strategy at Veeam, shares insights on how Veeam's innovative approaches are safeguarding financial insti...
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Future of Community Banking with Rebeca Romero Rainey of ICBA

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Rebeca Romero Rainey, President and CEO of the Independent Community Bankers of America (ICBA), discusses the key regulatory issues of 2024 and un...
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Profiles in Leadership | Megan (Caywood) Cooper

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Megan (Caywood) Cooper, newly appointed Chief Product Officer at ClearBank, provides a unique insider lens, having helped disrupt finance firms of...
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Adapting for 2024 Banking Success

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Pål Krogdahl, Director of Technology Strategy and Advisory Services at Samlink, shares his expert perspectives on the defining challenges and oppo...
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Inside Story: Ally & Microsoft Groundbreaking AI Collaboration

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Priya Gore, General Manager, Data & AI for US Financial Services at Microsoft and Sathish Muthukrishnan, Chief Information, Data and Digital Offic...
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How Emerging Tech, Data and AI are Reinventing Bank Marketing

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Allison Cerra, Chief Marketing Officer at Alkami Technologies, explores how banks can leverage analytics to create insight-driven campaigns, the i...
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Predicting the Unpredictable: Banking's Next Decade

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Brett King, a trailblazer whose foresight has continually heralded the next wave of financial innovation, discusses the advancements and upheavals...
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The Future Normal: Navigating the Next Decade and Beyond

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Rohit Bhargava, a trend curator and author of the compelling book, "The Future Normal," shares a thought-provoking glimpse into how society can ev...
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How Generative AI is Changing the Face of Financial Services

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Anu Sachdeva, global solutions & service line leader for banking and capital markets at Genpact, discusses the opportunities and change that gener...
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Generative AI: Hit the Gas or Pump the Break?

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Ron Shevlin, Chief Research Officer at Cornerstone Advisors, shares his vision for the future of generative AI in the financial sector and provide...
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Harnessing Trends to Build a Stronger Future

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Rob Rubin, general manager of financial services at Insider Intelligence, provides perspectives on how banks can respond to these trends and best ...
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Building Deeper Relationships with Data-Driven Journeys

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James White, general manager of banking at Total Expert, explores how banks and credit unions can leverage customer intelligence, personalize jour...
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The Future of Payments is Now: How Banks Can Keep Pace

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Jon Budd and Dr. Jorge Jimenez, the CEO and president of Juniper Payments (a PSCU Company), provide valuable insights into the evolving payments l...
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Beyond the Hype: How Web3 Will Transform Banking

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Alex Tapscott, co-founder of the Blockchain Research Institute and author of the highly anticipated book, 'Web3: Charting the Internet’s Next Econ...
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Optimizing Consumer Journeys with Data, Technology and AI

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Devesh Khare, CPO at MeridianLink, explores how banks can leverage data, analytics and technology to better understand and serve customers, and ho...
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SavvyMoney CEO Explores the Future of Credit Engagement

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JB Orecchia, president and CEO of SavvyMoney, discusses how generative AI is set to revolutionize credit solutions and financial well-being across...
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Building a Human-Centric Workplace Model for the Future

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Alexia Cambon, senior director of research at Microsoft, discusses how flexible working has produced a ‘crisis of trust’ and a ‘productivity paran...
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Navigating the Future of Hybrid Cloud in Finance

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In this episode, the Banking Transformed podcast is at Sibos 2023 in Toronto, Ontario where we are joined by Judith Pinto and Prakash Pattni from ...
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Engaging Gen Z - Crafting a New Era of Digital Banking

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Brendan Coughlin, Vice Chairman and Head of Consumer Banking at Citizens, discusses how banks can connect with and build loyalty among the emergin...
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Embedded Banking: The Imperative Transformation for Digital Success

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Shanker Ramamurthy, Global Managing Partner Banking & Financial Markets, IBM Consulting, discusses the key findings from IBM's latest research on ...
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Customer Success Principles to Improve Your Customer Effort Score (CES)

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Wayne McCulloch, Chief Customer Officer at Alkami Technology and the author of the best-selling book, “The Seven Pillars of Customer Success”, exp...
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Leadership Journey: From Legacy Bank to Fintech Foundry

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Rakefet Russak-Aminoach, a trailblazer in digital banking innovation, sheds light on the strategies that enable fintech firms to navigate changing...
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How Generative AI Will Revolutionize Financial Services

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John Duigenan, General Manager, Financial Services and IBM Distinguished Engineer, IBM Technology, discuss some of the most promising AI use cases...
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Composable Solutions Enables Scaleable Digital Evolution

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Brandon McGee, Chief Digital Strategy Officer at A+ Federal Credit Union, explores how financial institutions of any size can become digital banki...
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The Security Imperative of Banking Transformation

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Michael Wiley, VP and CTO of F5, explores the multifaceted world of banking cybersecurity within the context of digital transformation, and offers...
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Community Financial Institutions: Going Beyond Being Friendly

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Jim Perry, Senior Strategist at Market Insights, Inc., discusses how community banks and credit unions can best co-exist in a marketplace that inc...
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Retail Banking Mid-Year Assessment: Jobs to be Done

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David M. Brear, CEO of 11:FS, discusses how banks and credit unions have reacted to major global disruptions, and what major opportunities and thr...
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The Strategic Advantage of AI Maturity in Banking

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Alexandra Mousavizadeh, Co-founder and CEO of Evident, discusses what determines a financial institution’s AI maturity, the advantage AI maturity ...
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The Promise and Peril of ChatGPT in Banking Part 2

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Brian Roemmele, President of Multiplex, equips listeners with the knowledge and understanding needed to embrace the promise of generative AI and C...
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The Promise and Peril of ChatGPT in Banking Part 1

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Brian Roemmele, President of Multiplex, equips listeners with the knowledge and understanding needed to embrace the promise of generative AI and C...
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The Future of Fintechs in Disrupted Times

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Jeff Tijssen, Expert Partner and Global Head of FinTech at Bain & Company, discusses how fintech is reshaping the way we think about money, paymen...
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Building Personalized Engagement Across Customer Lifecycles

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Jason Davies, Vice President, Product, Solutions & Customer Delivery at Flybits, discusses the opportunities and challenges faced by card issuers ...
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Strategic Priorities of Today’s Banks and Credit Unions

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Gregg R. Tewksbury, president and CEO at New Hampshire Mutual Bancorp and Lee Wetherington, senior director of corporate strategy at Jack Henry, d...
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Enhancing Customer Experiences Through Collaboration

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DeAndre Jones, EVP, Chief Client Officer & Head of Client Experience at FIS, dives into the ways in which technology and digital solutions are rev...
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Jenius Bank: A New Digital-Only Bank with a 400 Year History

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John Rosenfeld, president of Jenius Bank, discusses what will differentiate Jenius Bank and why John believes this new digital bank will succeed w...
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Rewiring for Digital Banking Transformation Success

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Eric Lamarre, Senior Partner, McKinsey & Company and one of the authors of the book, “Rewired: The McKinsey Guide to Outcompeting in the Age of Di...
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The Inspirational Journey of a Financial Technology Leader

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Amnah Ajmal, Mastercard’s EVP of Market Development for Eastern European, Middle Eastern and African markets, shares her leadership journey across...
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Growth Requires an Experience Mindset

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Tiffani Bova, the global customer growth and innovation evangelist at Salesforce, and the Wall Street Journal bestselling author of the new book ‘...
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The Evolution and Future of Banking as a Service (BaaS)

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Jason Mikula, one of the foremost authorities on the banking and fintech marketplace, discuss how banks can unlock new business opportunities and ...
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The Strategic Power of Embedded Finance

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Christoffer Malmer, head of SEB Embedded and Pal Krogdahl, CTO for IBM Core Banking and Payments, discuss how Swedish banking giant SEB reorganize...
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The Battle for Retail Banking Deposits Goes Beyond High Rates

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Adam Stockton, Managing Director of Retail Deposits at Curinos, discusses the importance of building stronger connections between consumers’ depos...
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Innovation Driven by Internal and External Collaboration

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Claire Calmejane, Chief Innovation Officer at Societe Generale and Thad Vorozilchak, Vice President, Banking and Financial Markets from IBM, discu...
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The Future of Niche Banks

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Alex Johnson, founder of Fintech Takes, discusses the future of niche financial institutions where funding has become more difficult and scalabili...
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The Future of Wearable Technology and Payments

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David Birch, international speaker, author and advisor to the financial services industry, discusses how wearable technology can be a major differ...
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Money 2020 Europe: AI Takes Center Stage in Banking Transformation

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John Duigenan, General Manager, Financial Services and IBM Distinguished Engineer, IBM Technology, discusses how technologies like AI will impact ...
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Driving Growth with a Financial Marketing Playbook

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Eric Fulwiler, co-founder and CEO of the marketing consultancy, Rival, discusses what drives the growth of successful fintech and banking brands a...
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Money 2020 Europe Preview: A Look into the Future of Banking

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Shanker Ramamurthy, Global Managing Partner Banking & Financial Markets, IBM Consulting, discusses the massive changes occurring in financial serv...
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The Final Mile of Data: From Insights to Engagement

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Ed Maslaveckas, CEO of Bud Financial, discusses the firm's expansion into the US and how financial institutions of all sizes are leveraging data, ...
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The Exciting Evolution of the CFO in Business Transformation

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Monica Proothi, Partner and Global Finance Transformation Lead for IBM Consulting, discusses how the finance function has evolved from reactionary...
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The Power of Sharing the ‘Why’ for Digital Banking Success

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Cindy Blackstone, Chief Retail Officer for Southside Bank, discusses how a digital-first platform has resulted in a superior customer experience, ...
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Using Data to Deliver a Next-Generation TechFin Platform

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Deep Varma, Chief Technology Officer from Alkami, shares how modern technology can enable a next-generation sales and service platform that increa...
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Communication Strategies to Navigate a Banking Crisis

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Steven Ramirez, CEO of Beyond the Arc, shares what financial institutions should say and share, and how they should communicate during these tumul...
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Direct Mail is Dead. Long Live Direct Mail

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Dave Fink, CEO & Co-founder at Postie, shares how direct mail can turbocharge your marketing campaigns, how to leverage modern technology for trad...
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Uprise: A Unique AI-Driven Wealth Management Platform

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Jessica Chen Riolfi, Co-Founder and CEO at Uprise, shares how Uprise has leveraged data, AI algorithms, and human expertise to provide the potenti...
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More Than Ever, Bad Experiences Kill Customer Loyalty

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David Porter, Managing Director of Financial Services at Genesys, discusses how innovative organizations are redefining what's possible using digi...
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Now’s the Best Time for Investing in Modern Banking Technology

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Maureen Doyle-Spare, general manager at the digital transformation consulting firm UST, discussing how the pursuit of technology investments regar...
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Harnessing the Full Potential of Emerging Technologies in Financial Services

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Roji Oommen, Managing Director, Financial Services at Lumen Technologies, discusses how a platform mindset enables a best-execution strategy for d...
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Supporting Customer Journeys With Data, AI and Better Engagement

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David Feuer, Chief Product Officer at Galileo, shares why building an end-to-end digital platform solution is the key to digital banking transform...
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Innovation Requires Connecting Banks with the Right Partners

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Patrick Sells, co-founder of True Digital Group, discusses a new platform where financial institutions can easily understand all marketplace offer...
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Think Big, Start Small, and Act Quickly with Applied Intelligence

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Darryl Knopp, Senior Director of portfolio marketing at FICO, discusses the current state of personalization in banking and how organizations can ...
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Varo Bank: The Future of Digital Banks After Silicon Valley Bank Collapse

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Colin Walsh, founder and CEO of Varo, discusses the opportunities and challenges Varo has faced, and provides insight into the future of Varo and ...
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Digital Transformation Lessons From a $200B Bank

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Melissa Stevens, EVP and Chief Marketing Officer at Fifth Third Bank, shares the digital transformation journey at Fifth Third and the lessons lea...
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New Business Models and Growth Opportunities in Banking

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Michael Abbott, senior managing director and global banking lead for Accenture, discusses how banks and credit unions are disrupting existing para...
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Consumer Payment Preferences are Transforming

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Tom Pierce, CMO of PSCU, shares the results of the most recent Eye on Payments study done by PSCU and provides insights into how financial institu...
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The Power of Omnichannel Communication in Banking

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Ashish Garg, Co-Founder and CEO of Eltropy, discusses the many ways that financial institutions have used digital messaging to improve engagement ...
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Banks Must Become Resilient to Continuous Disruption

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Brant Cooper, author of the book, ‘Disruption Proof’, discusses the 5 elements required for organizations to be able to deal with accelerated chan...
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Unlocking the Potential of Digital Banking Transformation

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Doug Brown, President of NCR Digital Banking and Doug Peacock, SVP of Digital Delivery at Associated Bank, discusses what is required to digitally...
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Bankers Like Us Must Make Change Happen

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Leda Glyptis PhD, chief client officer at 10x Banking, discusses her amazing new book entitled, Bankers Like Us, which chronicles her journey, obs...
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The Future of Credit Card Marketing

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Josh Turnbull and Craig LaChapelle from TransUnion share the current state of the credit card marketplace and how financial institutions can bette...
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What is the Potential of ChatGPT in Banking

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Charles Morris, Chief Data Scientist for Financial Services at Microsoft, discusses how banks and credit unions can leverage the power of ChatGPT ...
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Building Banking Loyalty During Volatile Times

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PwC Partners Greta Lovenheim & Brian Morris discuss the results of the PwC Customer Loyalty Survey and share how banks can strengthen relationship...
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Banking in the Age of Digital Disruption

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Ron Shevlin, Chief Research Officer at Cornerstone Advisors and Senior Contributor to Forbes, discussing how banks and credit unions must respond ...
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Using Data and Digital Technology to Drive Next Generation Customer Experiences

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Stephen Bohanon, the founder of Alkami Technology, discusses how organizations of all sizes need to leverage modern technology and customer insigh...
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Many Banks Misunderstand Innovation

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Steve Monaghan discusses why banking innovation lags many other industries and what can be done to change this paradigm....
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Banking is at the Beginning of the Interface Revolution

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John Thomas of Relay Network discusses why companies that excel at creating customer engagement generate faster rates of revenue growth than their...
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Global Trends That Will Disrupt Finance in 2023

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Ali Paterson, editor-in-chief and publisher of Fintech Finance Magazine, discusses the top financial sector trends for 2023 and share ways organiz...
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Banking Must Partner for Digital Transformation Success

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Courtney Rowan, VP of Digital Experience at Citadel Credit Union, discusses how Citadel did not slow the digital banking transformation process po...
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The Future of Open Banking in 2023

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Ritesh Jain, Fintech founder and advisor and previous CTO of HSBC, shares his perspective on the growth of APIs and open banking he expects in 202...
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A How to Guide for Digital Transformation at a $25B Bank

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Laura Merling, Chief Transformation and Operations Officer at Arvest Bank, shares the steps that are needed for banks of all sizes to remain relev...
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Most Important Workplace Technologies for Banking in 2023

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Leo Brito, EVP Workforce Experience and Productivity Solutions at Wells Fargo, shares why financial institutions must prioritize workplace technol...
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Connecting the Dots Between Data, Analytics, and Customer Engagement

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Amy Brady of KeyBank discusses how she manages more than 5,000 individuals cohesively, competing against much larger financial institutions and mo...
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Digital Banking Trends and Priorities for 2023

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Dom Venturo, Senior EVP and the Chief Digital Officer of U.S. Bancorp, discusses how US Bank is building a digital bank of the future and the tren...
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Data Drives the Future of Branch + Digital Distribution in Banking

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Gina Bleedorn, Chief Experience Officer at Adrenaline, shares the keys to future-ready branch distribution models that include new formats and fun...
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Digital Banking Growth Strategies for 2023

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Jeffery Kendall, CEO/Founder at Nymbus, discusses strategies financial institutions should consider as we enter a new age of digital banking....
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The Global Potential for Banking and Fintech Collaboration

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Jeremy Quainoo, Country Operations Director at JUMO, discusses the opportunities and challenges facing fintech firms globally and how marketplaces...
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Ally Bank: Breaking Through the Noise with Innovation and Relevance

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Andrea Brimmer, Chief Marketing and PR Officer at Ally Bank, shares how Ally is driven to become a primary partner when consumers look for help du...
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Fighting Fraud has Become a CX Differentiator

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Simon Taylor and Soups Ranjan from Sardine discuss why security and risk-management leaders need to focus on ROI, false positive rates, and custom...
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An Innovation Mindset is Needed in Payments

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Dan Hanks, VP - head of product development for lending at i2c Inc, discusses the evolving opportunities and challenges available in today’s payme...
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How the CBA Will Support Banks During Industry Transformation

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Lindsey Johnson, president and CEO of the Consumer Bankers Association (CBA), provides her perspectives for the future of retail banking and the C...
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Using AI to Maximize Customer Personalization

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Devin Poole, Sr. Product Marketing Manager from Coveo, shares how banks and credit unions Increase NPS while reducing costs … finding opportunitie...
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The Future of Banking: Where Everyone Creates Their Own Bank

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Emmanuel Daniel, global thought leader, financial industry expert, and author of the book, The Great Transition: The Personalization of Finance is...
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Now’s the Time to Pick Battles with Fintech Challengers

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Ryan Walker, Executive Strategist for Kasasa, shares how banks and credit unions target promotional deposit and loan offers to grow relationships ...
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Chase and 10X Banking: Building a Digital Platform for the Future

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Antony Jenkins, CEO and founder of 10x Banking, discusses why a scalable core banking platform built on micro-services and APIs is the key to buil...
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Debbie: An Innovative Rewards Platform for Managing Debt

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Frida Leibowitz and Rachel Lauren, cofounders of the habit-shifting rewards platform for debt payoff, Debbie, share how Debbie challenges the stat...
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Conquering the ‘Last Mile’ of Data and Analytics Transformation

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Greg Spencer, Senior Sales Engineer at Segmint, an Alkami Company, shares how banks and credit unions must focus on ‘finishing strong’ as they lev...
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Betterment: Using a Challenger Mindset for Market-Leading Growth

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Michael Reust, president of Betterment, shares how Betterment is using a challenger mindset to future-proof earnings and growth....
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Humanized Digital Engagement Propels Growth in Banking

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Katherine Regnier, CEO of Coconut Software, shares how banks and credit unions can bridge the gap between digital and physical client experiences ...
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The Future of Open and Embedded Banking at Truist

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Anthony Burton, SVP of connected banking, open finance, and embedded banking at Truist, shares how Truist is embracing this opportunity and how th...
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Your Back Office: The Missing Piece of Great CX

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Nicole Nevulis, Global Senior Director at Verint, shares how banks and credit unions can transform the back-office to become a competitive differe...
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MX: The Next Frontier of Money Experiences

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Jim Magats, the CEO of MX, shares how he and his team see MX moving forward, and the importance of data and insights as the foundation of the enti...
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Accelerating Innovation for Financial Institutions of All Sizes

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Kris Kovacs, president and CEO of Constellation Digital Partners, discusses how financial institutions that deliver the innovations that best sati...
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FedNow: The Future of Instant Payments

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Nick Stanescu, FedNow Business Executive, Federal Reserve Financial Services, provides an update on the future introduction of the FedNow Service ...
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BMO Harris: Promoting Gender Diversity in FinTech

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BMO Harris’ Niamh Kristufek, US head of business banking and Andrew Harrison, Head of US Digital Partnerships, share the results of this year’s in...
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Ways Technology Can Positively Impact Costs, Efficiency and Reporting

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Nick Botha, Business Development Manager at AutoRek, discusses the importance of an end-to-end platform designed reduce costs, improve efficiency,...
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Turning Information Overload into a Personal Superpower

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Ross Dawson, chairman of the Advanced Human Technologies group of companies, discusses how leaders can not only cope with today’s information over...
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The Best Customer Experiences Start with Identity Protection

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Chris Luttrell, the CEO of IDology, discusses what can be done to foster trust across the entire customer journey, while improving the customer ex...
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How AI is Transforming the Banking Industry

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Imtiaz Adam, global AI influencer and founder of Deep Learn Strategies Ltd, shares why financial institutions must make adoption of AI technologie...
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Using Behavioral Science for Financial Marketing Success

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Nancy Harhut, cofounder of HBT Marketing, shares why marketers cannot afford to ignore behavioral science since it can shed light on why people bu...
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Reaching Digital Maturity with Continuous Product Design

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Mario Ciabarra, founder and CEO of Quantum Metric, discusses how banks can use data to drive digital product design and deployment that enhances c...
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Leadership During Times of Uncertainty

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Charlene Li, Chief Research Officer at PA Consulting, shares how leadership can better embrace change, accept risks, and help organizations become...
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How All Banks Can Now Offer Industry-Leading Digital Mortgages

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Jonathan Price, EVP of Q2 and Sam Schey, EVP of Rocket Mortgage, explain how a bank can combine an industry-best digital mortgage process with a b...
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Locality Bank: Using Modern Technology to Serve Small Businesses

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Corey LeBlanc, co-founder of Locality Bank, shares the mission of this start-up and how Locality is using financial technology to make processes m...
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Embedded Finance and BaaS: The Future of Banking

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Mike Kresse and Taira Hall from FIS Global discuss the current embedded banking and Banking as a Service can provide both opportunities and threat...
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Synovus Bank: The Journey to Become a Digital Bank

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Liz Wolverton, Head of Consumer Banking and Brand Experience at Synovus, shares how building the muscles for continuous change at Synovus allows t...
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Is Your Data Strategy Future-Ready?

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Greg Gruning from Segmint and Brian Lindenmann from Busey Bank discuss how banks are using data and AI to drive digital transformation and grow re...
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How to Think Like a Brand and Not a Bank

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Allison Netzer and Liz High, the authors of the book, ‘Think Like a Brand, Not a Bank’, share how good branding can appeal to people’s emotions, a...
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Modernizing Payments for an Embedded Banking Future

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Bhavin Turakhia, CEO and Co-founder of Zeta, discusses how embedded payment technologies are becoming available to organizations of all sizes, all...
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Are Big Banks Hurting Competition, Innovation and Equality?

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James Bessen, lecturer at Boston University School of Law and author of the book, ‘The New Goliaths’, shares his perspective that the largest firm...
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Identity Fraud is a Customer Experience Opportunity

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Chad Gluff Sr. Director, Global Identity and Fraud for TransUnion, shares the impact that fraud and identity theft has on banking and the ways to ...
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Essentials to Transformation Success in Banking

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Seth Goldstrom, Senior Partner at McKinsey & Company, shares the keys to a successful transformation and why most transformations fail to deliver ...
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Be Prepared for the Engagement Banking Revolution

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Jouk Pleiter, Founder and Chief Executive Officer at Backbase, discusses how to win customers – for life – in the new era of embedded banking....
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From Personalization to Profits in Banking

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Jim Stapleton, Senior Vice President at Epsilon, shares how banks and credit unions can deepen relationships by understanding customer behaviors a...
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An Inside Look into Morgan Stanley’s Evolving Brand Strategy

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Alice Milligan, the CMO of Morgan Stanley, discusses her career journey, the global brand strategy of Morgan Stanley, and how data and analytics i...
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WeBank: A Model for the Future of Digital Banking

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Henry Ma, executive vice president and CIO of WeBank, discusses WeBank’s mission of delivering financial inclusion at scale by leveraging AI, bloc...
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Delivering Financial Education to Customers and Communities

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Ryan Swift, Vice President of Strategic Partnerships at EVERFI, discusses the value that financial education has in helping financial institutions...
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Banking Strategies to Withstand an Economic Downturn

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Ron Shevlin, Chief Research Officer at Cornerstone Advisors, discusses strategies and tactics financial institutions must take today to become mor...
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The Unique App That Makes Financial Education Rewarding

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Bolun Li, founder & CEO of Zogo, discusses the origination of this gamification-based app and the growth that has been achieved since Zogo’s found...
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How Economic Instability Will Impact the Banking Industry

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Steven Rick, Chief Economist for CUNA Mutual, shares his insights on the unprecedented economic conditions we are seeing and what the future may l...
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How to Make ESG a Cornerstone of Your Bank’s Business Model

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Chris Skinner, one of the foremost influencers in the banking industry and author of the book, ‘Digital for Good’, discusses the value of having a...
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How Banking Can Win Big in the Subscription Economy

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Joan Clark, VP of Product for Segmint, discusses the way banking can benefit immediately from the subscription economy....
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How Banking-as-a-Service has Made Webster Bank Future-Ready

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Matthew Smith, Head of Digital Banking and Banking as a Service at Webster Bank, discusses why Webster Bank decided to pursue the BaaS strategy an...
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Reimagining Customer Engagement with Intelligent Texts

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Scott McArthur, CRO of Statflo, discusses the power of intelligent conversational texts, and how this channel can improve satisfaction and financi...
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Banking on the Metaverse

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Ray Wang, Founder and Chairman of Constellation Research, untangles the hype from the likely reality and provides a clearer view of where the pote...
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Why New Banks are Taking Over the World

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Philippe De Backer and Juan Gonzalez from Arthur D. Little discusses the challenges facing traditional banking organizations and the actions that ...
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7 Steps to Building a Winning Content Marketing Strategy in Banking

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Joe Pulizzi, the author of the 7 books, including the best-selling book, Content Inc., and is the founder of The Tilt, shares what it takes for ba...
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Marcus Acquires Fintech Firms to Become Dominant Banking Power

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Swati Bhatia, partner and head of direct-to-consumer business at Marcus, discusses the continued product expansion of Marcus by Goldman Sachs, and...
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Low-Code/No-Code Fuels Agile Digital Banking Transformation

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Charles Lamanna, Corporate Vice President at Microsoft, shares how low-code/no-code app development has revolutionized the way financial instituti...
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Should Bankers Fear Apple’s Future Growth Strategy?

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Dr. Efi Pylarinou, Global Fintech Influencer based in Switzerland, discusses why Apple has announced the Breakout initiative and how an expanded e...
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Reimagining The Future of Digital Delivery at Capital One

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Jennifer Windbeck, Head of Retail Bank Channels & Operations at Capital One, discusses how Capital One has continued to reinvent how and where cus...
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Using Data to Acquire, Engage and Retain Banking Customers

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Joe Welu, founder and CEO of Total Expert, shares how banks and credit unions are differentiating their organizations by knowing what customers wa...
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Simplifying Bank Marketing in the Age of Complexity

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James Robert Lay, founder and CEO of the Digital Growth Institute, shares how banks and credit unions can simplify the marketing process with mark...
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How Sofi Intends to Become the Center of the Financial Universe

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Derek White, CEO at Galileo Financial Technologies, discusses how the recent acquisition of the Technisys’ platform, combined with their banking-a...
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Customer Identity: Balancing Security and Seamless Experiences

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Heidi Hunter, VP, Product Innovations at IDology, discusses how knowing who your customer is, across channels and at all times, can be a different...
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Can Traditional Banks Keep Up With Payments Transformation?

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Matthew Wilcox, President of Digital Payments and Data Aggregation at Fiserv, discusses the evolving opportunities and challenges available in tod...
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How Bank of America Personalizes Financial Wellness for 67 Million Customers

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Holly O’Neill, President of Retail Banking at Bank of America, discusses how a holistic framework for supporting the financial health of its clien...
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Financial Institutions Can No Longer Ignore Cryptocurrencies

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Patrick Sells, chief innovation officer for NYDIG, and Stephen Bohanon, co-founder and chief strategy officer at Alkami, discuss the opportunities...
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Reimagining Money Experiences in Banking

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Jane Barratt, Chief Advocacy Officer at MX Technologies, discusses how data and insight can transform banking into emotional relationships that ca...
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How to Make Banking Better in 2022

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Leda Glyptis PhD, chief client officer at 10x Banking, discusses the areas of retail banking that are most ripe for disruption and how the winners...
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KeyBank: Leveraging Targeted Scale for Differentiation and Growth

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Chris Gorman, Chairman and CEO of KeyBank, discusses how KeyBank has leveraged technology, ecosystem partnerships, and innovative solutions to hel...
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The Future of Commerce Includes Digital Currency

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Tim Vanderham, Chief Technology Officer at NCR Corporation, discusses the opportunities and challenges of traditional banks offering digital curre...
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Blockchain, NFTs, Web 3.0, and Technologies Enabling the Metaverse

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Simon Taylor, the co-founder and chief product officer of 11:FS, discusses the recent NFT boom, the future of Web 3.0, and the Metaverse....
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Why AI and Machine Learning is The Future of Bank Differentiation

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Nate Shahan, co-founder and chief product officer of Segmint, shares how financial institutions can build business cases today that will help fund...
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OakNorth: A Blueprint for Future Bank Success

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Jackson Hull, COO of OakNorth, discusses the origin of OakNorth and how this fintech has grown to be one of the most valuable neobanks in the worl...
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Retail Banking Trends to Watch in 2022

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Michael Abbott, senior managing director and global banking lead for Accenture, discusses the top retail banking trends for 2022 and share ways or...
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How Banks Can Create a White Label Response to BNPL Threat

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Tushar Srivastava, co-founder and CEO of Skeps, discusses how traditional financial institutions can use third parties to outperform traditional p...
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Improving Financial Health for All Requires Unprecedented Action

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Jennifer Tescher, Founder & CEO of the Financial Health Network, discusses the changes to financial wellbeing that have occurred since the pandemi...
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In-House Incubator Creates Innovation Within Legacy Provider

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Ashleigh DePopas, Co-founder and General Manager of GoCart - FIS Impact Labs' first funded venture, discusses the innovation process at FIS and th...
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Nova Credit: Helping Immigrants Realize the American Dream

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Misha Esipov, Co-Founder & CEO at Nova Credit, discusses the origination of this innovative service and the growth that has been achieved since No...
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Payments Innovation Drives Growth at American Express

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Luke Gebb, executive vice president of Amex Digital Labs, discusses the massive changes that have occurred in the payments marketplace since the p...
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Technology Drives the Customer Experience at Chase

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Rohan Amin, Chief Product Officer and Gill Haus, Chief Information Officer of Chase, discusses the acceleration of change that has occurred in the...
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Open Banking is the Foundation for Digital Transformation

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Pinar Ozcan discusses how open banking is a catalyst for reinvention in the banking sector....
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U.S. Bank: A Case Study in Digital Banking Transformation Success

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Dominic Venturo, senior executive vice president and chief digital officer at U.S. Bank, discusses how important leadership and culture are to the...
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Contextual Engagement Requires Better Use of Data and AI

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Sarah Welch, Managing Director & Head of Marketing Solutions at Curinos, discusses how the advances in the latest technologies, coupled with data,...
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Looking to 2022 and Beyond: New Rules for a New World

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Futurist, speaker & author of 'The Algorithmic Leader,' Mike Walsh, shares his thoughts on how leaders must prepare for a future that is still bei...
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Banking Differentiation Through Relentless Innovation

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Jason Henrichs and JP Nicols, co-founders of Fintech Forge and the Alloy Labs Alliance, discuss how innovation is not about the ‘next big thing', ...
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Designing a Future-Ready Branch Network

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Jeff Klump, President of K4 Architecture + Design, discusses the transformation of branch banking in an increasingly digital world and how to diff...
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The X1 Credit Card: A Unique Option for Younger Consumers

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Siddharth Batra, co-founder of X1 Card, discusses the strategy behind introducing a new credit card to an underserved segment and the potential fo...
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A Solution to Future-Proof Legacy Banking Platforms

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Michael Coghlan, founder and CEO of BrightFi, discusses how BrightFi partners with regional and community banks to deliver affordable, cloud-based...
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Square: An Increasingly Strong Player in Financial Services

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Square Financial Services CEO Lewis Goodwin discusses the strategy behind building a bank to serve small businesses and the challenges facing fint...
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Masterclass in Innovation, Transformation and the Future of Banking

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Sanat Rao, CEO of Infosys Finacle and Miguel Rio-Tinto, Group CIO and CDO at Emirates NBD, discusses the increase in innovation and digital transf...
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Digital Core Transformation as a Catalyst for Success

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Michael Haney, Head of Digital Core at Technisys, discusses the steps needed to modernize current core platforms and how firms are implementing th...
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The Business Case for Financial Inclusion in Banking

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Courtney Davis, Banking Principal at Deloitte, discusses the strategic business imperatives that serve the greater good through financial inclusio...
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How Data, Speed and Simplicity Can Drive Loan Growth

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Deepak Polamarasetty, Co-Founder and CEO of CreditSnap and Tom Allman, Chief Strategy Officer of NASA Federal Credit Union, discuss how the advanc...
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The Power of Data, Analytics and the Cloud in Bank Marketing

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Garry Capers, Division President of Cloud Solutions at Deluxe, discusses some of the major changes in bank marketing today and what must be done t...
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Building an Emotional Connection in Banking

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Tyrrell Schmidt, U.S. Chief Marketing Officer for TD Bank, discusses how TD’s established brand promise and purpose has translated at a time of ma...
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Modernizing Complex Banking Customer Engagements

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Tom Chang, Distinguished Solutions Engineer at Salesforce, discusses how a scheduling tool can create stronger relationships with precise, persona...
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The Rise of Technosocialism: An Opportunity of a Lifetime

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Brett King discusses what the future may look like, what is inevitable, and what can be altered if humans take the appropriate action....
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5 Keys to a Successful Data-Driven Strategy in Banking

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Jason White and Mark Leher discuss the development and execution of a truly transformational data-driven business strategy for financial instituti...
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Smaller Banks Risk Losing Digital Customers

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Craig McLaughlin discusses the results of the Harris research and provides insights into how smaller organizations must respond to the digital exp...
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The Need to Create Differentiated Digital Banking Experiences

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Lane Martin discusses the challenges firms face in putting a digital strategy in place, and the path to an effective and attractive digital platfo...
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Buy Now, Pay Later: A Digital Solution to an Age Old Problem

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Greg Lisiewski discusses the marketplace opportunities of the BNPL solution and how this can be a win-win-win for all parties involved....
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The Great Banking Debate Rewind

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Ron Shevlin, Director of Research at Cornerstone Advisors, shares insights from the recent debate at the MX Money Experience Summit....
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Mastering Quantum Marketing in Banking

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Raja Rajamannar discusses what marketers must do to prepare for a future where everything we once knew about marketing has changed....
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Digital Banking Pioneer Shares Secrets of Success

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Nicole Lorch shares her perspective on how to combine technology, analytics, innovation and a challenger mindset for long-term success....
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How to Create an Inclusive Digital Experience

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James Deignan and Jeff Wissel discuss the benefits of ensuring that websites, social media and customer engagement are accessible and inclusive....
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The Importance of a Challenger Mindset

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Eric Fulwiler, Chief Commercial Officer at 11:FS, discusses what it means to have a challenger mindset....
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The Increasing Need for Talent, Inclusion and Diversity in Banking

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Jill Nowacki discusses the challenges and opportunities facing financial institutions today as they try to build future-ready workforces and cultu...
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Creating Lovable Experiences Through Innovation Simplicity

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Jin Kang Moller, previously VP of Customer Experience at OCBC Bank, discusses why simplicity is important and how to make it happen at any organiz...
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What Happens When Every Brand is a Bank?

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Eric Sager and Ben Brown, discuss the competitive trends, the impact on traditional financial services and the opportunities in the marketplace....
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Bitcoin: The Next Battlefield for Retail Banking Customers

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Patrick Sells, head of banking solutions for NYDIG, discusses the opportunities and challenges of traditional banks offering integrated Bitcoin so...
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How Innovation Can Accelerate Digital Transformation

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Mohit Joshi and Michael Ruttledge discuss the opportunities and challenges of implementing an innovation focused digital transformation process....
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Digital Transformation: Not Just for Big Banks

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Ross Creasy, CIO of Ameris Bank, and Stuart Cook, CDPO of Valley Bank, share how they became leaders in digital banking transformation....
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Winning the Battle for Trust Against Fintech Firms

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Nikhil Lele, the principal for digital transformation at EY, discusses the shift in financial services loyalty and what banks and credit unions ca...
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Differentiation Requires Personalized Digital Banking Experiences

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Colleen Dabbs, director of solution consulting for Fiserv, discusses the importance of creating digital solutions....
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LendingClub is Well Positioned for Future Growth

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Scott Sanborn, CEO of LendingClub, shares his perspective on how the LendingClub platform can leverage the loyalty of borrowers....
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Why a Big Bank Executive Jumped to a Digital Credit Union

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Dennis Devine, CEO at Alliant Credit Union, shares his perspective on how Alliant delivers the best of digital....
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Bad Data Sells, Better Data Serves

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Hossein Rahnama, CEO and Founder of Toronto-based Flybits, discusses how data can make relationships stronger by keeping data secure....
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How Microsoft Embraced Data Transformation

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Karthik Ravindran, GM, Enterprise Data at Microsoft, discusses the data transformation journey at Microsoft and data maturity in a digital world....
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Keys to Success for Community Banking

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Gabe Krajicek, CEO of Kasasa, discusses the benefits of local banking and the opportunities for community banks to serve....
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Turning Market Disruption Into Innovation Opportunity

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Amy Radin, founder and principal of Pragmatic Innovation Partners, discusses how an innovation culture is required more than ever in banking....
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How Banking Can Thrive in a Post-Pandemic Reality

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Paolo Sironi, Global Research Leader at the IBM Institute for Business Value, discusses how institutions will need to explore a new normal....
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Driving Digital Sales in Financial Services

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James Robert Lay, CEO of the Digital Growth Institute, discusses digital sales models and how organizations can multiply results....
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The Importance of a Modern Banking Platform

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Andrew Beatty, Head of Global Next Generation Banking at FIS Global, shares insights as to where the banking industry must focus efforts in the fu...
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The Evolution of the Branch Strategy at Citi

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Mindy Mercaldo, Head of US Branch Network at Citi, to discusses the future of bank branch delivery and how to support growth with new delivery mod...
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Using Data and Insights to Drive Growth in Banking

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Marco Bernasconi and Marla Pieton discuss how using data, at a foundation level, can drive growth in banking....
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The Future of Payments is Fast, Seamless, Safe and Embedded

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Mike Cook, global payments leader at IBM, discusses how legacy financial institutions can keep pace with a new generation of providers....
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What Defines a Digital Banking Winner?

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Daniel Latimore, chief research officer for Celent, discusses the ways leading financial institutions are differentiating themselves with innovati...
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The History of Fintech Transformation

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Shamir Karkal, Founder & CEO of Sila, discusses how innovation in the banking industry has changed since the early days of Simple....
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The Importance of Global Payments Functionality

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Stephen Kuhl, Managing Director – Financial Institutions and Strategic Partnerships for Western Union Business Solutions, discusses why offering i...
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Improving Customer Experiences With Alternative Data

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Zac Cohen, COO of Trulioo, a global identity verification company, discusses how alternative data can be used to provide stronger digital identiti...
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Is the Future of Community Banks at Risk?

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Jeff Marsico, President of The Kafafian Group, Inc. and author of the new book, 'Squared Away: How Can Bankers Succeed as Economic First Responder...
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Winning in a World of Digital Giants

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R “Ray” Wang, Principal Analyst, Founder, and Chairman of Constellation Research, Inc., discusses his upcoming book, 'Everybody Wants to Rule The ...
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Secrets of a Rockstar Chief Digital Banking Officer

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Dominic Venturo, senior executive vice president and chief digital officer at U.S. Bank, discusses many of the ways that U.S. Bank has leveraged t...
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Innovation in Digital Account Opening and Onboarding

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Tami Ferguson, SVP and Director of Client Experience, for Washington Trust Bank and Zach Hamilton, Chief Digital Officer of Synovus, provide insig...
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Digital Banking Transformation During Uncertain Times

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Jerry Kane, from Boston College, discusses the research and interviews done for the book "The Transformation Myth: Leading Your Organization throu...
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Rethinking the Future of Distribution

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The guest for this Banking Transformed Solutions episode is Mark Aldred, Head of Sales for Auriga, who discusses how bank branches are only one co...
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Speed, Simplicity and Empathy Drive CX in Banking

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Jay Baer, one of the foremost leaders in the world of customer experience and marketing and founder of Convince & Convert, discusses how financial...
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The Business Case for Sustainability and Doing Good

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Theo Lau and Bradley Leimer, the founders of Unconventional Ventures, and the authors of a brand new book, Beyond Good: How Technology is Leading ...
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How to Compete for Buy Now, Pay Later (BNPL) Customers

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Adam Hughes, the CEO of Amount, discusses the growth of the buy now, pay later marketplace, and how traditional financial institutions can remain ...
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The Rise of Big Tech Platforms in Banking

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Pinar Ozcan, Professor of Entrepreneurship and Innovation at the Saïd Business School at Oxford University, discusses how innovation in banking ha...
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The Product Expansion Strategy of Marcus by Goldman Sachs

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Sonali Divilek, head of product for consumer business at Goldman Sachs, discusses the product development strategy of Marcus, and how a partnershi...
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The Power of a Data-Driven Culture at TD Bank

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John Thomas, EVP and head of global innovation at TD Bank, discusses how a data-driven culture positions this legacy financial institution to be a...
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Digital Transformation Success at a $60 Billion Bank

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Ravi Vakacherla, EVP and Chief Transformation Officer at People’s United, shares his perspective on where organizations should start and the roadb...
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Google: Friend or Foe to Legacy Banks?

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Yolande Piazza, VP of financial services for Google Cloud, discusses the financial service strategies at Google and what the future of banking may...
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Personalized Videos: The Future of Customer Engagement

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Jim Dicso, CEO of SundaySky, discusses how personalized video-powered experiences can drive breakthrough outcomes at key moments along the custome...
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How to Win in the Experience Economy

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Jim Gilmore is the coauthor, along with Joe Pine, of one of the best business books of the 20th century, "The Experience Economy". Jim shares exam...
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What's Next: 2021 Banking and Fintech Trends to Watch

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Ron Shevlin, the Managing Director of Fintech Research at Cornerstone Advisors, gives his perspective on the future of banking and fintech....
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How to Build the Best Mobile Banking App

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Mark Donohue, founder and CEO of Hong Kong-based iSky Research, discusses what makes a mobile banking leader, given the insight Mark has from moni...
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Keys to Successful Leadership in the Future

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Jacob Morgan, futurist, TED speaker and best-selling author of 4 books including his newest book, The Future Leader, shares insights from his in-d...
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Digital Banking Transformation Never Stops at Chase

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Allison Beer, Head of Digital at Chase bank, discusses the impact of the pandemic on digital banking and the future of digital at Chase....
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Tinkoff: Russia’s Challenger Bank of the Future

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Oliver Hughes, CEO of Tinkoff, discusses how the combination of an innovative business model, a strong team and a recognized brand can yield succe...
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Starling: Not Your Typical Challenger Bank

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Anne Boden, founder and CEO of Starling, and author of a new tell-all book, Banking On It: How I Disrupted an Industry, provides an inside look in...
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How Will Banking Evolve as We Enter 2021?

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Jim Eckenrode, managing director of the Deloitte Center for Financial Services, discusses how the financial services industry adjusted to the impa...
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Closing the Gender Gap in Banking and Fintech

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Neha Mehta, founder of Femtech Partners, discusses some of the challenges women face in getting an equal opportunity for funding, having a seat at...
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Delighting Customers by Removing Friction from Banking

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Author Roger Dooley shares how behavioral science can help identify and eliminate the friction that can destroy a customer experience....
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Building a Culture of Innovation in Times of Crisis

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Sanat Rao, Chief Business Officer and Global Head of Infosys Finacle, discusses the findings of our Retail Banking Innovation 2020 Digital Banking...
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Banking Can't Ignore The GenZ Potential

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Jason Dorsey, president of the Center for Generational Kinetics and the foremost leader in the understanding of the Gen Z consumer, shares insight...
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The Future of Banking Starts Now

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Theo Priestley, globally recognized futurist and international speaker, author, and authority on the future of business, technology, and society p...
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WeBank: The Most Advanced Digital Bank in the World

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Henry Ma, executive vice president and CIO of WeBank, discusses WeBank’s mission of delivering financial inclusion at scale by leveraging AI, bloc...
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The Role of Banking in the Future of Digital Identity

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Dave Birch, Author, advisor and commentator on digital financial services, discusses the benefits and risks of digital identity, the role of the b...
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Can Two Legacy Banks Become a Digital Banking Leader?

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Scott Case, the CIO of Truist, discusses the status of this historic merger, the role technology and innovation has played, and the impact that CO...
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OCC Provides Path For Banking Revolution

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Brian Brooks, the Acting Comptroller of the Currency (OCC), discusses the speed of how regulations are changing and the expected impact on legacy ...
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Jumpstarting Your Career During a Pandemic

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Katrina McGhee, executive vice president of marketing and communications for the American Heart Association, discusses her non-traditional career ...
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Most Digital Lending Not Ready for Prime Time

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Christopher Maloof, chief product officer at MeridianLink, shares his perspective on the results of this year’s research and an overview on what b...
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How to Build a Digital Banking Lifestyle ‘Super App’

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Jayesh Patel, the head of Liv, the first digital-only lifestyle bank which is part of Emirates NBD, discusses digital transformation at Emirates N...
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Dave: A Digital Banking Platform for the Underserved

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Jason Wilk, co-founder and CEO of Dave, discusses his career path as a 4X founder, the mission of Dave, the increasingly competitive challenger ba...
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BankMobile: From Fintech Bank to TechFin Platform

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Jay and Luvleen Sidhu, co-founders of BankMobile, discuss the recent moves by BankMobile and the underlying strategy that has made this evolutiona...
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Varo: The First Nationally Chartered Fintech Bank

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Colin Walsh, founder and CEO of Varo Money, Inc., discusses why Varo pursued a national charter, the benefits of being a mobile-only bank, and how...
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Wealthfront: Transforming From a Robo-Advisor to a Digital Bank

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Andy Rachleff, co-founder and executive chairman of Wealthfront, discuss transforming From a robo-advisor to a digital bank....
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Financial Marketing Takes Center Stage

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Barry McCarthy, president and CEO of Deluxe Corporation, discuss the findings of our State of Financial Marketing report and the ramifications for...
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How COVID-19 Redefined Consumer Expectations in Banking

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Beth Johnson, chief experience officer at Citizens Bank, discuss the findings of the bank’s inaugural Banking Experience Survey, which looks at th...
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The Power of Social Media Influencers in Banking

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Elma Beganovich, one of the co-founding sisters of New York-based A&E, a digital agency with a powerful portfolio of Fortune 500 companies, discus...
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COVID-19 Provides Wake-Up Call for Cloud Banking

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Tom Eck, Global Chief Technology Officer at IBM and Spiros Margaris, Venture Capitalist and Founder of margaris ventures, discuss how cloud comput...
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What Makes Navy Federal a Perennial CX Leader?

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Harley Manning, vice president and research director for Forrester’s customer experience practice and Pam Piligian, SVP of marketing and communica...
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Challenger Bank Grows by Supporting Financial Inclusion

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Stuart Sopp, founder and CEO of Current, and previous Wall Street trader, discusses how the pandemic served as a launch pad for the challenger ban...
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CaixaBank: Innovation Drives Digital Transformation

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Benjami Puigdevall, long time veteran at CaixaBank and current CEO of imagin, discusses digital transformation at CaixaBank, the importance of an ...
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How Citi Maintains Customer Loyalty During a Pandemic

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Mary Hines, chief marketing officer for the US Consumer Bank at Citi, discusses the importance of turning loyalty program interactions from someth...
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Marcus by Goldman Sachs: Digital Banking Built for the Consumer

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Dustin Cohn, Head of Brand and Marketing over Consumer and Investment Management for Goldman Sachs and the Marcus brand, discusses the building of...
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Four Seismic Shifts That Are Changing Banking

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Nancy Giordano, strategic futurist, founder of PlayBig, Inc. and co-founder of the Femme Futurists Society, discusses how the recent confluence of...
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Banking Must Move Beyond Rhetoric On Social Issues

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Legendary basketball coach, author and inspirational speaker, Mike Jarvis shares his insights into what leaders and organizations must do today to...
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Is There a Fintech Fallout on the Horizon?

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Anthony Thomson, serial entrepreneur and founder of three challenger banks, discusses how fintech firms can survive in a post COVID-19 world....
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Why COVID-19 Will Stimulate Innovation in Banking

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Richard Turrin, financial technology consultant and best-selling author of the book, ‘Innovation Lab Excellence: Digital Transformation from Withi...
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Data and Advanced Analytics: A Key to Survival

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Ryan Caldwell and Brandon Dewitt, the co-founders of MX Technologies, discuss how data and advanced analytics is a matter of survival for financia...
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Leadership Excellence in Crisis: An Interview with Tom Peters

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Tom Peters, one of the most respected names in business for over 40 years, shares his insights and what differentiates a great leader during times...
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How Fintech Unicorn Lemonade is Disrupting Insurance

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Daniel Schreiber, CEO and cofounder of Lemonade, explains how artificial intelligence, behavioral economics and a focus on transparency and purpos...
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COVID-19 Impact on Future of Retail Banking

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Richard Hunt, president and CEO of the Consumer Bankers Association (CBA), provides his perspectives for the future of retail banking during a per...
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The Digital Banking Tipping Point

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Chris Skinner, one of the foremost authorities on the future of banking, discusses his newest book, “Doing Digital: Lessons from Leaders”....
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COVID-19 is Fast-Tracking Digital Transformation

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Tamara McCleary, the CEO of Thulium, shares her perspectives on the impact of COVID-19 on the technology ecosystem and what consumers will be expe...
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The Future of Work Post COVID-19

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Benjamin Pring, head of Cognizant’s Center for the Future of Work, provides a glimpse into the future of work and the impact on education, lifesty...
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Financial Irrationality During COVID-19 Crisis

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Dan Ariely, the foremost researcher of behavioral economics in the world, shares his thoughts on how consumers and financial institutions can reco...
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Building a Culture-Driven Virtual Bank

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Simon Loong, Founder and Group CEO of WeLab, discusses the lingering impact of COVID-19 on his organization and on China, as well as his perspecti...
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Banking Must Improve Financial Wellness For All

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Jennifer Tescher, President & CEO of the Financial Health Network, shares her perspective on what both government and the banking industry need to...
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COVID-19 Will Change the Way Consumers Bank Forever

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Jamie Warder, EVP and head of digital banking at KeyBank, discusses the way KeyBank is shifting to a more digital organization, while still suppor...
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Organizations Should Double Down on Innovation Now

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Jeremy Balkin, the head of innovation at HSBC, discusses the importance of innovation during times of disruption and how organizations can go furt...
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Marketing During Times of Disruptive Change

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Rohit Mahna, head of the financial services practice at Salesforce, discusses how organizations can combine empathy with solution-based marketing,...
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How AI Can Revolutionize Banking

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Dan Faggella, founder and CEO of the artificial intelligence research agency, Emerj, discusses the opportunities and challenges of AI in banking....
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Globalization of Fintech and Banking in the Age of Disruption

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William Russell, the Lord Mayor for the City of London, discusses the global impact of fintech organizations and the potential of open banking, fi...
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Transforming Customer Experiences with Personalization

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Jody Bhagat president of the Americas for award-winning financial services personalization agency, Personetics, discuss the importance and process...
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The Importance of Attracting Rebel Talent

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Matteo Rizzi, author of the book 'Talents and Rebels', discusses personal observations that make a case for organizations to embrace those people ...
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Why Digital Transformations Fail

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Tony Saldanha, author of the book, 'Why Digital Transformations Fail', discusses the five stages of digital transformation....
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Cultivating a Disruption Mindset

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Best-selling author Charlene Li explains the secret of successful disruption, the importance of deep-dive research and the qualities of a disrupti...
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China: Emergence of a Tech and Innovation Superpower

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Brett King, author of many best selling books on the future of banking and the host of the number one Fintech podcast, Breaking Banks, discusses F...
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The Chinese Fintech Revolution

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Matt Dooley & Dave Wallace discuss how fintech firms have benefited from open access to data, and how the Chinese consumer benefits from value add...
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Current State of Digital Banking Transformation

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Alan Trefler joins Jim to discuss the current state of digital transformation in the banking industry......
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The Technology Fallacy

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Gerald (Jerry) Kane, professor at the Carroll School of Management, Boston College...
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Banking Distribution Strategies for the Next Decade

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Kevin Travis, Executive Vice President, Novantas...
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How to Win Tomorrow's Digital Consumer

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To get a perspective on how advanced technologies are impacting customer experience strategies, Jim Marous is fortunate to be joined by Blake Morg...
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Biggest Fintech Winners of 2019

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Ron Shevlin, Director of Research, Cornerstone Advisors discusses 2019's biggest fintech winners......
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The Future of Fintech Investments

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Dan Rosen, Founder and CEO of Commerce Ventures discusses The Future of Fintech Investments...
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The Importance of Customer Success Management

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Janine Sneed, Chief Digital Officer, VP of Customer Success IBM...
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Keys to Becoming a Digital Bank

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Keys to Becoming a Digital Bank featuring Chris Skinner, Chief Executive Office of The Financier...
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Reinventing the Customer Experience in a Digital World

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Sophie Heller, Group Chief Operating Officer for Retail Banking at BNP Paribas, discusses the critical elements required to launch an integrate...
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The Power of Design in Digital Transformation

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Alex Kreger & Monika Cālīte from UXDA discuss how organizations can use design thinking and applied insights to improve internal processes, develo...
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AI and the VoiceFirst Revolution

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To get a perspective on the future of voice, we reached out to Brian Roemmele to discuss his vision of a highly personalized AI assistant that wil...
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One-on-One With Steve Wozniak

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In an interview with Steve Wozniak, he discusses his personal life, his focus on education, recommendations for entrepreneurs, the state of innova...
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Personal Growth During Times of Digital Disruption

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In this episode, we discuss the importance of personal and professional growth with Brian Solis, digital anthropologist, global speaker and author...
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Principles of Becoming an Algorithmic Leader

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In this episode, Mike Walsh, Futurist, speaker & author of 'The Algorithmic Leader', will discuss digital transformation, leadership, culture and ...
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The Power of Open Innovation Platforms

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In this episode, Kris Kovacs, President and CEO of Constellation Digital Partners will discuss his organization’s mission and the benefits of open...
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A Practitioner’s Guide to Digital Transformation

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In this episode, Sonia Wedrychowicz, previous head of digital transformation at both JP Morgan Chase and DBS Bank, shares how she helped build one...
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How Mobile Drives Digital Transformation

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For a perspective on the changing dynamics of digital engagement and the importance of the mobile channel, Thomas Hogan, President of North Americ...
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Building One to One Digital Relationships

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In this episode, world renowned bestselling author and customer experience guru Don Peppers shares his insights on what is needed to be a customer...
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A Futurist's View of Banking and Technology

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In this episode, Brett King, bestselling author, founder of neobank Moven, and host of the weekly radio show, Breaking Banks, discusses the threat...
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The Magic of Digital Transformation at Disney

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In this episode, we talk to Doug Lipp, consultant and author of the book, “Disney U” about the importance of building a digital culture from the i...
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Contextual Data is Changing the Future of Banking

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In this episode, Hossein Rahnama, CEO and Co-Founder of Toronto-based Flybits, discusses how the future of financial services will be based on the...
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How to Humanize Digital Experiences in Banking

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In this exclusive interview, Abigail Posner, Director of Strategy for Google’s Brand Unit, discusses the importance of having an in-depth understa...
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Leadership Lessons for Bankers from the Former CMO of Kodak

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In this exclusive interview, Jeffrey Hayzlett, the former CMO of Kodak, discusses the importance of strong leadership, the need for a well-defined...
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Status Quo is Not an Option with Gary Vee

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In this interview, Gary Vaynerchuk discusses the use of social media, the need for supportive culture and leadership and the importance of a perso...
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