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Are you prepared to embrace change, take risks and disrupt yourself in response to the digital disruption in banking? If not, this podcast is for you. Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the leadership and cultural challenges facing the banking industry. Featuring interviews with some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.
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Mid-sized financial institutions face unprecedented challenges. They must compete with larger banks that have massive technology budgets and nimble fintechs that can quickly deploy innovative solutions. The pressure to deliver sophisticated products and seamless digital experiences while maintaining the personalized service that distinguishes regio…
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Embedded financial products and flexible payment solutions are reshaping how consumers interact with banking services. As commerce increasingly shifts toward integrated experiences, the ability to seamlessly embed financial services — from buy-now-pay-later options to comprehensive lending solutions — directly into the purchase journey has become c…
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Today on the Banking Transformed podcast, we’re joined by Jaime Dominguez, Principal Product Marketer at Q2, to discuss their groundbreaking report on cross-generational banking preferences. This study, conducted in partnership with Harris Research, offers crucial insights into how financial institutions can deliver personalized experiences across …
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Traditional financial institutions are rapidly evolving in response to technological innovation, changing consumer expectations, and economic uncertainties. From the rise of digital-first banking solutions to the decline of cash transactions, from embedded financial services to the emergence of digital currencies, the very foundation of banking is …
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Digital banking success hinges on more than lists of features and technological capabilities. First principles thinking in banking design starts with the fundamental question: What do users truly need to accomplish their financial goals? This approach, combined with rigorous user-centric design, has revolutionized how financial institutions deliver…
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Traditional financial institutions face mounting pressure from fintech disruptors, big tech companies, and evolving regulatory frameworks. The rise of Banking-as-a-Service (BaaS) platforms, embedded finance solutions, and AI-driven services fundamentally alters how financial products are delivered and consumed. To explore these changes and better u…
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Competing as a $1 billion financial institution puts pressure on operational efficiency and technology investment. However, modest size also presents opportunities. These institutions are typically large enough to invest in necessary technology while remaining agile enough to adapt quickly to local market needs and maintain close community ties. On…
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Welcome to the second part of our episode, where we turn the tables in celebration of our 5th anniversary at Banking Transformed, I'm honored to be interviewed my senior producer, Leah Haslage, from Evergreen Podcasts. In this two-part episode, we discuss the journey of the Banking Transformed podcast, the evolution of the banking industry, and ins…
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Today, we're turning the tables. In celebration of our 5th anniversary at Banking Transformed, I'm honored to be interviewed my senior producer, Leah Haslage, from Evergreen Podcasts. In this first part of a two-part episode, we discuss the journey of the Banking Transformed podcast, the evolution of the banking industry, and insights into the futu…
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AI and generative AI are set to revolutionize the financial services industry. But how are banks leveraging these powerful tools, and what challenges do they face? In this episode of Banking Transformed, Monica Hovsepian and John Radko from OpenText will share their insights on the current state of AI in banking, its potential to transform customer…
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Against a landscape where 91% of financial institutions are either assessing or deploying AI in production, Malcolm deMayo, global vice president of the financial services industry at NVIDIA, joins us on the Banking Transformed podcast. This episode provides an in-depth look at the rapidly evolving AI landscape in financial services, backed by NVID…
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In this episode of Banking Transformed, we're joined by Brian Solis, Head of Global Innovation at ServiceNow and author of the newly released book 'MindShift.' We explore the critical insights from Brian's latest work, which offers a roadmap for corporate executives navigating the complexities of leadership and innovation in an era of unprecedented…
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In this episode of Banking Transformed, I sit down with Robert Watts, VP of Consumer Credit at D.L. Evans Bank, a $3 billion community bank serving Southern Idaho and Northern Utah. We discuss how the bank is embracing the power of instant loan decisioning, balancing risk, compliance, and customer needs. Watts highlights the bank's extraordinary gr…
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Two years ago, we introduced you to the Debbie app, an innovative rewards platform aimed at improving financial wellness. We're excited to welcome back Frida Leibowitz, one of Debbie's co-founders, to discuss their journey since our last conversation. In a world where economic uncertainty has become the norm, the need to transform borrowers into we…
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In an industry where security, efficiency, and client relationships are paramount, having an integrated and democratized document and information management platform is more important than ever. In this episode of Banking Transformed, we explore the evolving landscape of document and information management in financial services with Matt Geiger fro…
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In this episode of Banking Transformed, we explore the transformative power of data in the financial services industry. Joining us is Jeremiah Lotz, SVP of Product & Data Experience at Velera, formerly known as PSCU/Co-op Solutions. We discuss how banks and credit unions can harness data to drive strategic decisions, enhance customer experiences, a…
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As financial institutions face growing competition and increasing regulatory pressure, AI could unlock unprecedented efficiency, innovation, and growth—if only they could overcome the hesitation that holds them back. In this episode of Banking Transformed, we sit down with Sandeep Mangaraj, Microsoft's Managing Director of Fintech, to explore the c…
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In an era of digital transformation reshaping the financial landscape, understanding shifts in consumer behavior is crucial for banks and credit unions aiming to stay competitive. Today, we have Dave Feuer, the Chief Product Officer at Galileo, on the Banking Transformed Podcast. We delve into the fragmentation of banking relationships, the satisfa…
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Today we're joined on the Banking Transformed podcast by David Acevedo, president of 360View. David discusses the critical importance of developing a comprehensive understanding of customers in the banking industry. We delve into how a 360-degree customer view can transform marketing, analytics, product development, and overall customer experience.…
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In this episode of Banking Transformed, we sit down with Scarlett Sieber, Chief Strategy & Growth Officer of Money20/20, to explore the remarkable journey of this unique fintech and financial services event. Since its inception in 2012, Money20/20 has grown from a startup conference to a global phenomenon, mirroring the rapid evolution of the banki…
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In this episode of Banking Transformed, recorded at MeridianLink LIVE in Nashville, I interview Janel Hartin, Senior Loan Administrator at Bangor Savings Bank. We discuss the bank's digital transformation journey, focusing on streamlining the lending process and enhancing customer experience. Hartin shares insights into Bangor Savings Bank's evolut…
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As the credit landscape shifts under the pressures of economic changes, new technologies, and evolving consumer behaviors, financial institutions must explore how to adapt strategies to meet these challenges head-on. We are excited to have Josh Turnbull, VP of Card and Banking Strategy, and Craig LaChapelle, VP of Market Development at TransUnion, …
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We're excited to have JB Orecchia, CEO of SavvyMoney, joining us again on the Banking Transformed podcast to discuss their groundbreaking new product, Get My Rate. This innovative tool offers personalized loan pre-qualifications without impacting credit scores. We discuss how this solution allows consumers to get pre-qualified for multiple loan off…
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Personalized, real-time micro-engagements are more than just a trend – they're reshaping the future of banking. By leveraging technology to create meaningful, timely interactions, financial institutions can build stronger customer relationships, increase loyalty, and stay competitive in an ever-evolving digital landscape. On today’s episode of Bank…
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