Episodes

With 97 percent of Americans already banked, acquiring new customers means convincing them to break existing relationships. So how can financial institutions stand out when banking feels increasingly commoditized? Live from C...

As regulatory and political landscapes shift, financial institutions must stay agile and innovative to navigate new challenges and opportunities. In this episode, host Lynn Sautter Beal is joined by David Pommerehn , General ...

As economic conditions shift, financial institutions must adapt their lending strategies to balance growth, risk, and liquidity. A "Slow and Grow " approach is emerging as a sustainable way to navigate today’s market while ex...

In episode re-air, joining our host https://www.linkedin.com/in/edwardswalters/ is Simon Darchis, Head of Partnership at https://www.finwise.bank/, to discuss his trajectory in the financial services sector from Europe to the US. With this...

As economic conditions shift, financial institutions must adapt their lending strategies to balance growth, risk, and liquidity. A “Slow and Grow” approach is emerging as a sustainable way to navigate today’s market while exp...

In episode re-air, host Lynn Sautter Beal talks with https://www.linkedin.com/in/jillian-jaccard-murrish-b324a52b/, CEO of https://www.pieram.com/, about the waves she and her firm are making in the market — targeting less liquid and underserved areas...

In today’s episode, we dive into the dynamic world of financial services, specifically auto and mortgage lending. Join host Drew Megrey as he speaks with Rick Moore, the Chief Lending Officer at Maine Savings Credit Union . W...

As technology evolves, open banking is reshaping how we manage and share financial data, creating exciting opportunities for innovation and better services. In today’s episode, host Matt Snow welcomes Armen Meyer, Co-founder ...

In banking, yesterday’s touchdowns don’t win today’s games. A great product is just the start — constant evolution is key to meeting ever-changing customer needs. In today’s episode, host Matt Snow sits down with Rhett Robert...

In a world where technology rapidly reshapes financial systems, credit unions must innovate to stay ahead. In this episode, host Matt Snow chats with Nat Hoopes, Head of Public Policy at Upstart, as they navigate the fintech ...

In the face of unprecedented challenges brought on by the COVID-19 pandemic, small businesses across the nation have demonstrated remarkable resilience and ingenuity, adapting to new realities and discovering innovative ways ...

Can credit unions turn economic setbacks into stepping stones for success? Today, we sit down with https://www.linkedin.com/in/dustinholmberg, Chief Revenue and Lending Officer at https://www.clearviewfcu.org/. With $2 billion in assets and a...

Ultimately, providing the best financial advice or service is all about having the right data in the right place at the right time. This week, host Matt Snow speaks with Chris Gifford , Chief Data and Analytics Officer at USA...

From having a child to starting a business, every major life decision comes with financial implications—and with those come concerns and challenges. But even concerns come in all different shapes and sizes, so building trust ...

Like many institutions, credit unions can't afford to be left behind in the race to adapt to the new AI-driven technological landscape. But successfully and responsibly leveraging AI goes beyond adopting AI solutions for the ...

Things need to change, oftentimes more than we’d like. This week, host Matt Snow is joined by https://www.linkedin.com/in/adam-goller-7188a94/, EVP and Head of Fintech Banking at https://www.crossriver.com/, for a conversation about transformation...

Although the US Supreme Court recently upheld the CFPB’s funding system—and removed a major threat to the agency’s ability to regulate financial products and services—the future of financial regulation is far from settled or ...

Successful AI integration isn’t just about saving time or cutting costs—it’s about thoughtfully implementing the technology into areas where it can do the most good for the company and the customer. On today’s episode, host M...

When it comes to the tech revolution, it’s not all about the coasts or the biggest cities. Although areas like Silicon Valley continue to dominate the headlines and the public imagination, there’s an undercurrent of tech grow...

In today’s episode, host Lynn Sautter Beal talks with https://www.linkedin.com/in/jillian-jaccard-murrish-b324a52b/, CEO of https://www.pieram.com/, about the waves she and her firm are making in the market — targeting less liquid and underserved...

There’s no one-size-fits-all approach to regulation in the world of financial services. Sometimes it’s a matter of encouraging fintech companies to engage in responsible behaviors—and other times it’s a matter of allowing res...

For financial service professionals, it’s important to meet the needs of their customers and clients. But it’s equally important that they ensure they’re leaving no stone unturned when it comes to harnessing the latest techno...

On today’s episode, host Lynn Sautter Beal is joined by https://www.linkedin.com/in/matthew-hrna-45b60847/, Senior Vice President at https://www.regions.com/personal-banking to discuss inflationary pressures and market volatility impacting banks...

For many in the financial industry, it’s not hard to see banks and financial institutions committed to providing services that are both effective AND ethical. But all that work is for nothing if fair and responsible banking p...