Episodes

No Place Like Home Equity: 2024 Lending Insights
May 8, 2024

No Place Like Home Equity: 2024 Lending Insights

This week, host Matt Snow talks with https://www.linkedin.com/in/mike-shepard-7ba9b313/, Senior VP - Head of Consumer Lending Partnerships at https://careers.usbank.com/global/en, about trends, best practices, and concerns within the world of home...

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Launching Upstart’s AI Certification Course
May 1, 2024

Launching Upstart’s AI Certification Course

AI is top of mind for most financial services organizations, but the question of, 'where to begin?' remains. Upstart's new AI in Financial Services Professional Certification course is designed to give banking professionals a...

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2024 Auto Trends: Financing, Sales, and Consumer Behavior
May 1, 2024

2024 Auto Trends: Financing, Sales, and Consumer Behavior

On today’s episode, host Matt Snow is joined by https://www.linkedin.com/in/melinda-zabritski-3951834/, Sr. Director at https://www.experian.com/automotive/auto-data, and https://www.linkedin.com/in/mark-pregmon-aa4b922/, Head of Credit Operations at...

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Charting the Economic Horizon: Resiliency, Risk and Credit Trends
April 24, 2024

Charting the Economic Horizon: Resiliency, Risk and Credit Trends

To reliably forecast what the future of finance the economy holds, you must be able to assess the current moment. This week, host Lynn Sautter Beal speaks with Joseph Mayans , Chief Economist at Experian , who shares his econ...

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Regulation Reimagined: Banking Beyond Partisanship
April 17, 2024

Regulation Reimagined: Banking Beyond Partisanship

This week, hosts Lynn Sautter Beal and Matt Snow are joined by https://www.linkedin.com/in/kelvindchen/, Senior Executive VP, Head of Policy at the https://www.linkedin.com/company/consumer-bankers-association/. Kelvin shares his assessment of the...

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Navigating Global and Personal Financial Crises with FinTech
April 3, 2024

Navigating Global and Personal Financial Crises with FinTech

With periods of financial collapse and upheaval serving as the catalyst, movers and shakers in the world of digital finance solutions have navigated a host of challenges — all while tending to the concerns of regulators and t...

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Automated Excellence and Adaptive Automotive
March 20, 2024

Automated Excellence and Adaptive Automotive

Joining our host Drew Megrey is https://www.linkedin.com/in/jared-dryer-72744054/, VP of Consumer Lending and Centralized Deposits at https://www.linkedin.com/company/westerra-credit-union/. Jared brings a passion for streamlining processes for...

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Where Corporate Growth and Community Impact Collide
March 6, 2024

Where Corporate Growth and Community Impact Collide

This week, our host Barry Roach is joined by https://www.linkedin.com/in/-nathan-cox/, CEO of https://www.inroadscu.org/, to discuss his transition from banking to the world of credit unions, as well as the stakeholder-focused culture and societal...

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Data Ownership and Industry Collaboration in FinTech
Feb. 21, 2024

Data Ownership and Industry Collaboration in FinTech

How will responsible data practices and blockchain technology shape the financial technology landscape this year? Join our host, Matt Snow and guest Sanjib Kalita , Head of Industry at Fintech Meetup , as they explore key the...

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From Europe to the US: Cultural and Market Nuances in FinTech
Feb. 7, 2024

From Europe to the US: Cultural and Market Nuances in FinTech

Joining our host https://www.linkedin.com/in/edwardswalters/ this week is Simon Darchis, Head of Partnerships at https://www.finwise.bank/, to discuss his trajectory in the financial services sector from Europe to the US. With this multi-cultural...

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Going Fee-Free: Reimagining Member Satisfaction
Jan. 24, 2024

Going Fee-Free: Reimagining Member Satisfaction

Stacy Armijo, the Chief Experience Officer at Amplify Credit Union, joins our host Drew Megrey to share her path to credit union leadership and discusses how Amplify has made strides to prioritize their member experience, inc...

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Passing the Mic: 2024 Host Lineup
Jan. 10, 2024

Passing the Mic: 2024 Host Lineup

The new year always brings change, and Leaders in Lending is no exception. Our long-time host, Jeff Keltner, is taking on new opportunities, but he is excited to pass the mic to a wonderful group of new co-hosts for this new ...

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Fifth-Gen Wisdom: Community Bank FinTech Partnerships
Dec. 6, 2023

Fifth-Gen Wisdom: Community Bank FinTech Partnerships

2023 has been a big year for the advancement of AI across all industries. But how have these changes helped community banks scale and improve their lending portfolios? And how has taking that leap to partner with FinTechs bee...

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From Big Bank to Community Leader
Nov. 22, 2023

From Big Bank to Community Leader

Who would be bold enough to start a bank during a recession? https://www.linkedin.com/in/neil-stevens-a16a68159/, President and CEO at https://www.oconeestatebank.com/, and his team were, and he has lessons to share on how the constraints actually...

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Cultivating Diversity: Innovative Strategies for Credit Unions
Nov. 8, 2023

Cultivating Diversity: Innovative Strategies for Credit Unions

With the right mix of innovation and growth, credit unions can prioritize community, culture, and informed decision-making in serving diverse markets. Corlinda Wooden , SVP/Chief Retail Officer at Unitus Community Credit Unio...

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Cognitive AI for Transformative Customer Service
Oct. 25, 2023

Cognitive AI for Transformative Customer Service

AI is not inherently intelligent, but do we need our computers and machines to think like us? Some might be reluctant to test the boundaries of Generative AI intelligence, but https://www.linkedin.com/in/vosspeter/, CEO & Chief Scientist at...

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High-Touch Service in Changing Commercial Lending Tech
Oct. 11, 2023

High-Touch Service in Changing Commercial Lending Tech

Is your bank adapting to evolving credit demands? Banks and private lenders have been slow to adopt technology, but with shifting demands for credit products in both consumer and business markets, the imperative to offer a diverse portfolio of...

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Synchronizing Values and Operations for an Aligned Brand
Sept. 27, 2023

Synchronizing Values and Operations for an Aligned Brand

Your home page highlights your bank’s main points of focus — are you conveying the right message? Whether it be blog posts serving to inform and educate the community or new lines of products available for sale, your customers can get a grasp on what...

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Approaching Community Banking Through First Principles
Sept. 13, 2023

Approaching Community Banking Through First Principles

For a community bank to connect with today’s clients and the clients of the future, they must be at the forefront of technology. Darryl Caffee , SVP, Director of Retail Lending at Webster Five found his way into the banking i...

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Combating Financial Fraud: Fintech’s Game-Changing Role
Aug. 30, 2023

Combating Financial Fraud: Fintech’s Game-Changing Role

For so long, new tech has been utilized by fraud artists, costing many unsuspecting victims countless dollars. Now, AI tools and strong fintech partnerships could be used to stop fraud in its tracks. With quickly evolving inn...

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Cross-selling Members for Long-term Growth
Aug. 16, 2023

Cross-selling Members for Long-term Growth

Commonwealth Credit Union’s partnership with Upstart shows how fintech partnerships can unlock potential in financial institutions. Automation drives innovation, allowing for financial institutions to focus on what matters mo...

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Reading the Auto & Housing Markets: Inflation & Deflation Trends
Aug. 2, 2023

Reading the Auto & Housing Markets: Inflation & Deflation Trends

The rising interest rate environment of the first half of 2023 have many fearful recession is on the horizon, but, simultaneously, there are some indicators that inflation is beginning to subside. Curt Long , Chief Economist ...

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Partnering With a Fintech to Diversify in Challenging Times
July 26, 2023

Partnering With a Fintech to Diversify in Challenging Times

For community banks, scaling a personal loan portfolio profitably without introducing risk is a challenging feat – especially with the added constraint of limited resources. Through fintech partnerships, AI and automation, in...

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How Innovation in Servicing Drives Loyalty
July 19, 2023

How Innovation in Servicing Drives Loyalty

Around 90% of a loan lifecycle and engagement happens in the world of servicing, but no one really talks about it. From getting approved to taking a loan through the final stage of closing an account, servicing matters for cu...

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