Episodes
June 22, 2021
Rapid Changes in the Lending Landscape w/ Nat Hoopes
The lending landscape is always evolving. Recent changes in government administration, combined with the shifting dynamic of economics in response to the COVID-19 pandemic have accelerated this evolution. Nat Hoopes, Vice Pr...
June 15, 2021
Lending During a Global Pandemic: Customers Bank’s Road to Success w/ Sam Sidhu
Customers Bank, with a revolutionary crossover between FinTech and traditional banking, is truly disrupting and innovating past the financial industry as we know it. One year later, we look back and ask, how did AI-enabled un...
June 8, 2021
How to Serve Customers with Strategic Diversity w/ Nate Longfellow
Changing company culture and implementing technology to better align with emerging digital preferences can be challenging but essential to staying ahead of the curve. Nate Longfellow, Head of Digital, Product Strategy and Cha...
June 1, 2021
Digital Innovation: Adapting and Partnering in a Brick & Mortar Industry w/ Gary Fan
For a lot of smaller community banks and credit unions, the COVID-19 pandemic has created unique challenges as the world makes a hard left turn into a more digital focused landscape in every area, including banking. Gary Fan,...
May 25, 2021
Not Embracing Change is the Ultimate Risk for Banks w/ Matt Gallman
Because of historically low interest rates, insane levels of liquidity within the banking system, and changing consumer needs, some banks need to find alternative ways to generate revenue. That means embracing change and brin...
May 17, 2021
Taking Advantage of Data to Give Customers a Choice w/ Jim Deitch
Most banks are sitting on a goldmine of data that could be used expansively across different products and services to build a relationship with their customers for life. Jim Deitch, Founder & CEO at Teraverde Management Advis...
May 11, 2021
How Community Banks are Building a High-Touch Digital Experience w/ Dan Pogue
Some clients want a 20 minute conversation with a trusted advisor. Some clients want to pick up their phone and get a loan in 5 minutes. Banks that are able to meet both needs have a tremendous advantage over those who primar...
May 4, 2021
The Opportunity with AI Driven Lending w/ Paul Gu
There’s a lot of buzz about the “artificial intelligence revolution” and the impact it’s going to have on businesses as we know it. As AI and machine learning emerge in the consumer lending space, the technology has proven to...
April 27, 2021
Disruption & Innovation of Banking Business Models w/ Marc Butterfield
In a digital world, threats to banking business models often appear on the horizon. How can banks stay aware of trends in future technology that have the potential to become disruptive threats? Marc Butterfield, Senior Vice P...
April 20, 2021
Consultative Conversations: Bringing Humanity Back to Banking w/ Robert Perrelli
Let’s face it. For being an industry that hits people so close to home, the banking and lending industry isn’t one that’s known for its ability to build genuine connections with customers. Not a lot of people seem to have fee...
April 13, 2021
Digitizing for a More Relevant Banking Experience w/ Cathy Myers
It’s not necessary to give up the fundamentals of banking in order to bring innovation to the industry. The two concepts are not mutually exclusive. In this episode, we speak with Cathy Myers — Executive Vice President at Fir...
March 29, 2021
Looking Towards the Future of Banking w/ Richard Hunt
Banking is changing. The industry is at a transformation point. Consumers by and large have shown that they are ready to conduct their banking online. And the events of the last year have only accelerated this trend. In this ...
March 29, 2021
The Future of Lending w/ Jeff Keltner
What does the future of lending look like? And how can financial institutions leverage modern technologies and techniques to bring their programs and products into the digital world? Leaders in Lending, a brand new podcast fr...