Episodes

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

From his position as Product Manager at https://www.umpquabank.com/, Ben joins us to shed some light on the challenges and benefits of cross-pollinating data and technology, tailoring services to meet unique needs, exploring alternative credit scoring...

After being robbed three times in two weeks as a teller, https://www.linkedin.com/in/david-reiling-7a60a14/ took quite the interest in bank security. Now serving as the Chief Executive Officer, FinTech Leader, B Corp Advisor and Board Chair at...

Credit scores determine where people live, where their kids go to school, what they drive and even where they work. Couple that with the fact that nearly half of minority households can not cover an emergency $400 expense. Ro...

Volatility management is a component of banking that should always be on management’s radar, especially after recent bank collapses. Thoroughly understanding the waves of volatility leads to improved risk management and a str...