Banking Transformed Go to Banking Transformed

Embrace change, take risks, and disrupt yourself

Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the challenges facing the banking industry. Featuring some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.

Listen on Apple Podcasts Listen on Spotify Listen on Pandora

All Episodes

Crafting Unique Business Banking Experiences

Banking Transformed
Matt Wind, head of product management at Popular Bank, discusses critical decisions regarding technology partnerships, innovation strategies, and ...
Listen to Crafting Unique Business Banking Experiences

Payments and Embedded Finance Evolution: The Citi Experience

Banking Transformed
Terry O’Neil, Head of Connected Commerce for Citi Retail Services and Head of Strategic Partnerships for Citi U.S. Personal Banking, explores the ...
Listen to Payments and Embedded Finance Evolution: The Citi Experience

Desire for Data-Driven Personalization Unites Demographic Segments

Banking Transformed
Jaime Dominguez, Principal Product Marketer at Q2, discusses their groundbreaking report on cross-generational banking preferences. This study, co...
Listen to Desire for Data-Driven Personalization Unites Demographic Segments

Banking 2025: Digital Revolution Meets Economic Reality

Banking Transformed
Jan Bellens, Leader in the Global Banking Practice at EY, provides a global perspective on the state of banking transformation, regulatory framewo...
Listen to Banking 2025: Digital Revolution Meets Economic Reality

Building an Award-Winning Mobile Banking Experience

Banking Transformed
Ty Griffin, Senior Head of UX/UI at Alkami, shares insights on how Alkami recently became the first technology provider Certified by J.D. Power fo...
Listen to Building an Award-Winning Mobile Banking Experience

Banking 2025: Industry Experts Map the Path Forward

Banking Transformed
Brett King, renowned futurist and bestselling author, and Ron Shevlin, Chief Research Officer at Cornerstone Advisors, discuss how technological a...
Listen to Banking 2025: Industry Experts Map the Path Forward

The Community Bank Advantage

Banking Transformed
Brian McEvoy, Chief Retail Banking Officer at Webster Five Savings Bank, brings unique insights into building successful community banking organiz...
Listen to The Community Bank Advantage

Banking's Next Chapter: 5th Anniversary Special (Part 2)

Banking Transformed
In celebration of the 5th anniversary of Banking Transformed, Jim Marous is honored to be interviewed by his senior producer, Leah Haslage, from E...
Listen to Banking's Next Chapter: 5th Anniversary Special (Part 2)

Banking's Next Chapter: 5th Anniversary Special (Part One)

Banking Transformed
In celebration of our 5th anniversary at Banking Transformed, Jim Marous is interviewed by his senior producer, Leah Haslage, from Evergreen Podca...
Listen to Banking's Next Chapter: 5th Anniversary Special (Part One)

Bridging the Generative AI Readiness Gap

Banking Transformed
Monica Hovsepian and John Radko from OpenText explore the current adoption levels of AI in banking, the challenges institutions face in implementa...
Listen to Bridging the Generative AI Readiness Gap

NVIDIA Executive Reveals How AI is Reshaping Financial Services

Banking Transformed
Malcolm deMayo, global vice president of the financial services industry at NVIDIA, shares insights on how institutions tackle key challenges, inc...
Listen to NVIDIA Executive Reveals How AI is Reshaping Financial Services

MindShift: Unlocking Innovation and Humanity in the Age of AI

Banking Transformed
Brian Solis, Head of Global Innovation at ServiceNow and author of the newly released book 'MindShift,' offers a roadmap for corporate executives ...
Listen to MindShift: Unlocking Innovation and Humanity in the Age of AI

Balancing Speed and Safety with Instant Loan Decisioning

Banking Transformed
Robert Watts, VP of Consumer Credit at D.L. Evans Bank, highlights the bank's extraordinary growth, transitioning from processing 100-200 loan app...
Listen to Balancing Speed and Safety with Instant Loan Decisioning

The Future of Financial Wellness: The Evolution of the Debbie App

Banking Transformed
Frida Leibowitz, co-founder of Debbie, shares how the Debbie app has evolved, the challenges it has faced, and the impact it has had on users' fin...
Listen to The Future of Financial Wellness: The Evolution of the Debbie App

The Power of a Modern Document Management System

Banking Transformed
Matt Geiger from Sharefile discusses critical challenges banks and credit unions face and how innovative solutions can address these issues head-o...
Listen to The Power of a Modern Document Management System

Leveraging Data for Strategic Decisions and CX in Banking

Banking Transformed
Jeremiah Lotz, SVP of Product & Data Experience at Velera, formerly known as PSCU/Co-op Solutions, shares his expertise on developing effective da...
Listen to Leveraging Data for Strategic Decisions and CX in Banking

Fast-Tracking Generative AI Transformation in Financial Services

Banking Transformed
Sandeep Mangaraj, Microsoft's Managing Director of Fintech, discusses the barriers to AI adoption in financial services, the risks of falling behi...
Listen to Fast-Tracking Generative AI Transformation in Financial Services

Winning in an Era of Fragmented Banking Relationships

Banking Transformed
Dave Feuer, the Chief Product Officer at Galileo, discusses the fragmentation of banking relationships, the satisfaction paradox, and the importan...
Listen to Winning in an Era of Fragmented Banking Relationships

Unlocking Customer Opportunities with a 360-Degree Perspective

Banking Transformed
David Acevedo, president of 360View, discusses the challenges and benefits of implementing a holistic customer data strategy and provides practica...
Listen to Unlocking Customer Opportunities with a 360-Degree Perspective

How Money20/20 Mirrors Banking's Evolution

Banking Transformed
Scarlett Sieber, Chief Strategy & Growth Officer of Money20/20, shares insights on industry trends, the challenges facing traditional banks, and t...
Listen to How Money20/20 Mirrors Banking's Evolution

Balancing Risk and Speed in the New Era of Digital Lending

Banking Transformed
Janel Hartin, Senior Loan Administrator at Bangor Savings Bank, shares insights into Bangor Savings Bank's evolution from a paper-based lending sy...
Listen to Balancing Risk and Speed in the New Era of Digital Lending

Desire for Data-Driven Personalization Unites Demographic Segments

Banking Transformed
Jaime Dominguez, Principal Product Marketer at Q2, discusses the role of AI in fraud detection, the importance of data-driven personalization, the...
Listen to Desire for Data-Driven Personalization Unites Demographic Segments

Unpacking Credit Card Challenges and Opportunities for Growth

Banking Transformed
Josh Turnbull, VP of Card and Banking Strategy, and Craig LaChapelle, VP of Market Development at TransUnion, discuss the changing patterns in con...
Listen to Unpacking Credit Card Challenges and Opportunities for Growth

New Credit Engagement Tool Supports Financial Wellness

Banking Transformed
JB Orecchia, CEO of SavvyMoney, discusses their groundbreaking new product, Get My Rate, and how generative AI is set to revolutionize credit solu...
Listen to New Credit Engagement Tool Supports Financial Wellness

How Micro-Engagements Generate Sales and Build Loyalty

Banking Transformed
Personalized, real-time micro-engagements are more than just a trend – they're reshaping the future of banking. Sarah Martin, CEO of Pulsate, and ...
Listen to How Micro-Engagements Generate Sales and Build Loyalty

How Generations FCU Has Revolutionized the Speed of Lending

Banking Transformed
Kate Himes, VP of Consumer Lending at Generations FCU, discusses the modernization of their lending platform, emphasizing the importance of effici...
Listen to How Generations FCU Has Revolutionized the Speed of Lending

How Higher Rates are Impacting Consumers & Financial Services

Banking Transformed
Mark Leher, Director of Product Management at Alkami and Jim Perry, Senior Strategist at Market Insights, unpack the insights from Alkami's compre...
Listen to How Higher Rates are Impacting Consumers & Financial Services

How Alternative Data is Transforming Lending

Banking Transformed
Warren Hogarth, Co-Founder & CEO of Empower, and Colton Pond, Chief Marketing Officer at LoanPro, explore examples of alternative credit data poin...
Listen to How Alternative Data is Transforming Lending

The Art of Standing Out in Financial Service Marketing

Banking Transformed
On today’s episode of Banking Transformed, we'll explore the challenges and opportunities facing financial marketers today with Eric Fulwiler, the...
Listen to The Art of Standing Out in Financial Service Marketing

Modernizing Payment Solutions for Small Businesses

Banking Transformed
Jeff Horowitz, EVP of Transcard, delves into the common challenges small businesses encounter with payment processing, such as high fees, security...
Listen to Modernizing Payment Solutions for Small Businesses

How Innovation Can Drive Growth in Lending

Banking Transformed
Charley Ma Co-Founder & Managing Partner at Exponent Founders Capital and Colton Pond, Chief Marketing Officer at LoanPro, share their perspective...
Listen to How Innovation Can Drive Growth in Lending

Cultivating a Culture of Continuous Learning

Banking Transformed
Faisal Hoque, best-selling author and winner of the Deloitte Technology Fast 50™ designation, discusses how influential leaders understand the imp...
Listen to Cultivating a Culture of Continuous Learning

Using Data for Credit Management and Financial Wellness

Banking Transformed
In this episode of Banking Transformed, recorded at MeridianLink LIVE!, David Park, Vice President and Director of Loan Operations at Franklin Min...
Listen to Using Data for Credit Management and Financial Wellness

Building a Future-Ready Digital Banking Platform

Banking Transformed
Siva Narendra, the CEO of Typhone, discusses how consumers are driving the advancement of digital banking using experiences outside banking to dri...
Listen to Building a Future-Ready Digital Banking Platform

Acheiving Growth with Personalized Digital Offering

Banking Transformed
In this special mini-series on the future of lending, sponsored by LoanPro, we are joined by Jonas Ng, Chief Operating Officer of Laurel Road and ...
Listen to Acheiving Growth with Personalized Digital Offering

John Hope Bryant’s Vision on Building a New American Middle Class

Banking Transformed
John Hope Bryant, the visionary behind Operation HOPE, Inc. John shares his journey from founding the organization in the aftermath of the 1992 Ro...
Listen to John Hope Bryant’s Vision on Building a New American Middle Class

Mastering AI-Powered Personalization for Long-Term Growth

Banking Transformed
Olly Downs, Chief Technology and AI Officer at Curinos, discusses the impact of AI and machine learning on customer engagement and the challenges ...
Listen to Mastering AI-Powered Personalization for Long-Term Growth

The Secret Sauce of Hiring and Retention in the Digital Era

Banking Transformed
Pierre Naude, CEO of nCino, shares nCino's approach to talent acquisition, training, and development, highlighting the importance of continuous le...
Listen to The Secret Sauce of Hiring and Retention in the Digital Era

Building a Digital-First Mindset in Banking

Banking Transformed
On this episode of Banking Transformed, recorded live at the Financial Brand Forum, Brianna Elsass, Head of US Digital Servicing and Technology at...
Listen to Building a Digital-First Mindset in Banking

How a $5B Bank Modernized Digital Lending

Banking Transformed
In this special episode of Banking Transformed, recorded at MeridianLink LIVE, we sat down with Lynn Yznaga, SVP from Broadway Bank in San Antonio...
Listen to How a $5B Bank Modernized Digital Lending

The Power of Purpose in Banking

Banking Transformed
Dennis Devine, the CEO and President of Alliant Credit Union, recorded live at the Financial Brand Forum in Las Vegas, shares his thoughts on the ...
Listen to The Power of Purpose in Banking

Navigating the Potential of Open Banking

Banking Transformed
Deep Varma, CTO at Alkami, explores the technological challenges, regulatory developments, and strategies for success in this new era of financial...
Listen to Navigating the Potential of Open Banking

The Future of Branches in a Digital Age

Banking Transformed
Recorded live at the Financial Brand Forum at the Aria in Las Vegas, Steve Turley, SVP, Head of Retail Growth and Transformation at TD Bank and ho...
Listen to The Future of Branches in a Digital Age

Innovation Through Dynamic Co-Creation

Banking Transformed
In this episode, recorded live at the Financial Brand Forum in Las Vegas, April Clobes, CEO and President of MSU Federal Credit Union, discusses h...
Listen to Innovation Through Dynamic Co-Creation

How Gen AI is Reshaping Bank Marketing

Banking Transformed
Abbas Merchant, ex- CMO and EVP at Regions Bank, explores the potential of Gen AI, its implications for marketers, and how it's set to transform t...
Listen to How Gen AI is Reshaping Bank Marketing

Rethinking Innovation During Unparalleled Change

Banking Transformed
Recorded live at the Financial Brand Forum, Jim Marous and Don Relyea, Chief Innovation Officer at U.S. Bank, explores the strategies and approach...
Listen to Rethinking Innovation During Unparalleled Change

CMO Unplugged: The Art and Science of Marketing in the Future

Banking Transformed
Recorded live at the Financial Brand Forum, Melissa Stevens, CMO of Fifth Third Bank, discusses the challenges of stemming 'silent attrition' in t...
Listen to CMO Unplugged: The Art and Science of Marketing in the Future

The Future of Banking: Beyond the Glass

Banking Transformed
In this episode of the Banking Transformed podcast, recorded at the Financial Brand Forum, we're thrilled to welcome back Derek White, CEO of Gali...
Listen to The Future of Banking: Beyond the Glass

Leveraging data to personalize the lending experience

Banking Transformed
Amber Isaku, VP of Lending at A+ Federal Credit Union, delves into the credit union's journey to digitize and personalize the lending experience f...
Listen to Leveraging data to personalize the lending experience

Transforming Banking with Real-Time Engagement

Banking Transformed
Maria Echeverria, VP of Business Development at Latinia, explores the challenges and opportunities banks face in delivering hyper-personalized exp...
Listen to Transforming Banking with Real-Time Engagement

The Evolving Relationship Between Fintechs and Traditional Banks

Banking Transformed
Matt Harris, a leading investor and thought leader in the fintech space, and a partner at Bain Capital Ventures, shares his unique perspective and...
Listen to The Evolving Relationship Between Fintechs and Traditional Banks

Augmenting Bankers with Generative AI Solutions

Banking Transformed
Chris Gufford, Executive Director of Commercial Lending at nCino, shares the challenges, surprises and the future of generative AI solutions for t...
Listen to Augmenting Bankers with Generative AI Solutions

Chimney: Leveraging Data to Build Seamless Engagement

Banking Transformed
Matt Covi, the CEO and Co-founder of Chimney, explains how Chimney is helping financial institutions compete for wallet share, using its award-win...
Listen to Chimney: Leveraging Data to Build Seamless Engagement

Removing Friction from the Lending Experience

Banking Transformed
Tim Wheeler, Chief Lending Officer for Fortera Credit Union, highlights how Fortera's stable and forward-thinking management team has been instrum...
Listen to Removing Friction from the Lending Experience

Reimagining Bank Marketing for a New Era

Banking Transformed
Nicole Zimmermann, founder and CEO of ZELOCIN & Partners, shares her expert insights on assessing current marketing efforts, identifying areas for...
Listen to Reimagining Bank Marketing for a New Era

Embracing a Culture of Continuous Innovation at Scale

Banking Transformed
We're excited to bring you an insightful conversation with three leaders from Meriwest Credit Union, a $2B community financial institution serving...
Listen to Embracing a Culture of Continuous Innovation at Scale

LendingClub's Vision for the Future of Digital Banking

Banking Transformed
Scott Sanborn, CEO of LendingClub, shares his insights on the company's journey since acquiring Radius Bancorp in 2021, and the future prospects f...
Listen to LendingClub's Vision for the Future of Digital Banking

Maximizing Your Marketing ROI With Effective Testing

Banking Transformed
Erin Allen, VP of Insurance Distribution and Market Strategy at Franklin Madison, sheds light on the transformative power of testing and its poten...
Listen to Maximizing Your Marketing ROI With Effective Testing

What Keeps Financial Executives Up at Night?

Banking Transformed
Devesh Khare, Chief Product Officer at MeridianLink, shares how the partnerships with solution providers have changed over time, what organization...
Listen to What Keeps Financial Executives Up at Night?

Generative AI in Banking: From Hype to Value Creation

Banking Transformed
Sriram Natarajan, President of Quinte Financial Technologies, discusses why AI’s true potential lies in its capacity to streamline processes, elev...
Listen to Generative AI in Banking: From Hype to Value Creation

SoLo Funds: The Future of Community Finance

Banking Transformed
This episode is a must-listen for anyone interested in the intersection of finance, technology, and social impact. Rodney Williams, the president ...
Listen to SoLo Funds: The Future of Community Finance

Unlocking Growth with Seamless Digital Account Opening and Lending

Banking Transformed
Chris Maloof, Go-To-Market President at MeridianLink, shares how financial institutions of all sizes can harness the full potential of their data,...
Listen to Unlocking Growth with Seamless Digital Account Opening and Lending

Alkami Unveils Game-Changing Digital Maturity Assessment Tool for Financial Institutions

Banking Transformed
Allison Cerra, Chief Marketing Officer at Alkami and Casey Hogarth, Senior Director at Emerald Research Group discuss the importance of understand...
Listen to Alkami Unveils Game-Changing Digital Maturity Assessment Tool for Financial Institutions

How Community Banks Can Win the Business Banking Battle

Banking Transformed
Jacob Leick, Director of Product Management at Alkami Technology and Mandy Lopez, Lead Product Manager at Alkami, discusses the importance of buil...
Listen to How Community Banks Can Win the Business Banking Battle

Generative AI Use Cases and Adoption Patterns in Banking

Banking Transformed
Daragh Morrissey, the Director of AI at Microsoft Worldwide Financial Services, provides a roadmap for banks looking to adopt generative AI, empha...
Listen to Generative AI Use Cases and Adoption Patterns in Banking

Key Leadership Trends to Embrace NOW

Banking Transformed
Jacob Morgan, four-time best-selling author and renowned leadership futurist, shares his groundbreaking research on the top 7 leadership trends fo...
Listen to Key Leadership Trends to Embrace NOW

Demystifying Pricing of Banking Services

Banking Transformed
Melina Palmer, CEO of The Brainy Business and author of the new book “The Truth About Pricing: How To Apply Behavioral Economics So Customers Buy,...
Listen to Demystifying Pricing of Banking Services

Hacking Attention: Mastering Social Selling in Banking

Banking Transformed
Dr. Robin Kiera, financial services marketing expert and author of the new book, Attention Hacking: The Power of Social Media Selling in Insurance...
Listen to Hacking Attention: Mastering Social Selling in Banking

Unlocking Growth by Tearing Down Data Silos

Banking Transformed
Kim Snyder, CEO and Founder of KlariVis, discusses how KlariVis compiles data across disparate bank systems into unified dashboards, giving financ...
Listen to Unlocking Growth by Tearing Down Data Silos

Building Financial Wellness Strengthens Relationships

Banking Transformed
In this discussion with Rochelle Gorey, founder and CEO of fintech startup Springfour, and Anuj Vohra, Head of North American Collections at BMO F...
Listen to Building Financial Wellness Strengthens Relationships

Decoding the Digital Banking Trends of 2024

Banking Transformed
Michael Abbott, Senior Managing Director – Global Banking Lead at Accenture, discuss the need for banks to adapt to changing customer expectations...
Listen to Decoding the Digital Banking Trends of 2024

Mike Walsh: GenAI Will Unlock the Potential of Human Intelligence

Banking Transformed
In this episode, we explore how generative AI is reshaping the future of work, the delicate balance between humans and machines, and the transform...
Listen to Mike Walsh: GenAI Will Unlock the Potential of Human Intelligence

Beyond Phantom Growth: Building Real Relationships

Banking Transformed
Gabe Krajicek, CEO of financial solutions provider Kasasa, provides compelling case studies demonstrating Kasasa's impact on community banking. He...
Listen to Beyond Phantom Growth: Building Real Relationships

Platform Strategies to Fuel Innovation and Growth

Banking Transformed
Senior Prophet Partner, Ted Moser, explores pragmatic steps banks can take to compete in the platform economy, offering examples of creative platf...
Listen to Platform Strategies to Fuel Innovation and Growth

Lessons in Digital Dexterity from Travis Credit Union

Banking Transformed
Grant Karsas, VP of Digital Experience at Travis Credit Union, shares insights into how Travis CU leverages modern technologies to deepen member r...
Listen to Lessons in Digital Dexterity from Travis Credit Union

The Increasing Importance of Data Resilience

Banking Transformed
Rick Vanover, Senior Director of Product Strategy at Veeam, shares insights on how Veeam's innovative approaches are safeguarding financial insti...
Listen to The Increasing Importance of Data Resilience

Future of Community Banking with Rebeca Romero Rainey of ICBA

Banking Transformed
Rebeca Romero Rainey, President and CEO of the Independent Community Bankers of America (ICBA), discusses the key regulatory issues of 2024 and un...
Listen to Future of Community Banking with Rebeca Romero Rainey of ICBA

Profiles in Leadership | Megan (Caywood) Cooper

Banking Transformed
Megan (Caywood) Cooper, newly appointed Chief Product Officer at ClearBank, provides a unique insider lens, having helped disrupt finance firms of...
Listen to Profiles in Leadership | Megan (Caywood) Cooper

Adapting for 2024 Banking Success

Banking Transformed
Pål Krogdahl, Director of Technology Strategy and Advisory Services at Samlink, shares his expert perspectives on the defining challenges and oppo...
Listen to Adapting for 2024 Banking Success

Inside Story: Ally & Microsoft Groundbreaking AI Collaboration

Banking Transformed
Priya Gore, General Manager, Data & AI for US Financial Services at Microsoft and Sathish Muthukrishnan, Chief Information, Data and Digital Offic...
Listen to Inside Story: Ally & Microsoft Groundbreaking AI Collaboration

How Emerging Tech, Data and AI are Reinventing Bank Marketing

Banking Transformed
Allison Cerra, Chief Marketing Officer at Alkami Technologies, explores how banks can leverage analytics to create insight-driven campaigns, the i...
Listen to How Emerging Tech, Data and AI are Reinventing Bank Marketing

Predicting the Unpredictable: Banking's Next Decade

Banking Transformed
Brett King, a trailblazer whose foresight has continually heralded the next wave of financial innovation, discusses the advancements and upheavals...
Listen to Predicting the Unpredictable: Banking's Next Decade

The Future Normal: Navigating the Next Decade and Beyond

Banking Transformed
Rohit Bhargava, a trend curator and author of the compelling book, "The Future Normal," shares a thought-provoking glimpse into how society can ev...
Listen to The Future Normal: Navigating the Next Decade and Beyond

How Generative AI is Changing the Face of Financial Services

Banking Transformed
Anu Sachdeva, global solutions & service line leader for banking and capital markets at Genpact, discusses the opportunities and change that gener...
Listen to How Generative AI is Changing the Face of Financial Services

Generative AI: Hit the Gas or Pump the Break?

Banking Transformed
Ron Shevlin, Chief Research Officer at Cornerstone Advisors, shares his vision for the future of generative AI in the financial sector and provide...
Listen to Generative AI: Hit the Gas or Pump the Break?

Harnessing Trends to Build a Stronger Future

Banking Transformed
Rob Rubin, general manager of financial services at Insider Intelligence, provides perspectives on how banks can respond to these trends and best ...
Listen to Harnessing Trends to Build a Stronger Future

Building Deeper Relationships with Data-Driven Journeys

Banking Transformed
James White, general manager of banking at Total Expert, explores how banks and credit unions can leverage customer intelligence, personalize jour...
Listen to Building Deeper Relationships with Data-Driven Journeys

The Future of Payments is Now: How Banks Can Keep Pace

Banking Transformed
Jon Budd and Dr. Jorge Jimenez, the CEO and president of Juniper Payments (a PSCU Company), provide valuable insights into the evolving payments l...
Listen to The Future of Payments is Now: How Banks Can Keep Pace

Beyond the Hype: How Web3 Will Transform Banking

Banking Transformed
Alex Tapscott, co-founder of the Blockchain Research Institute and author of the highly anticipated book, 'Web3: Charting the Internet’s Next Econ...
Listen to Beyond the Hype: How Web3 Will Transform Banking

Optimizing Consumer Journeys with Data, Technology and AI

Banking Transformed
Devesh Khare, CPO at MeridianLink, explores how banks can leverage data, analytics and technology to better understand and serve customers, and ho...
Listen to Optimizing Consumer Journeys with Data, Technology and AI

SavvyMoney CEO Explores the Future of Credit Engagement

Banking Transformed
JB Orecchia, president and CEO of SavvyMoney, discusses how generative AI is set to revolutionize credit solutions and financial well-being across...
Listen to SavvyMoney CEO Explores the Future of Credit Engagement

Building a Human-Centric Workplace Model for the Future

Banking Transformed
Alexia Cambon, senior director of research at Microsoft, discusses how flexible working has produced a ‘crisis of trust’ and a ‘productivity paran...
Listen to Building a Human-Centric Workplace Model for the Future

Navigating the Future of Hybrid Cloud in Finance

Banking Transformed
In this episode, the Banking Transformed podcast is at Sibos 2023 in Toronto, Ontario where we are joined by Judith Pinto and Prakash Pattni from ...
Listen to Navigating the Future of Hybrid Cloud in Finance

Engaging Gen Z - Crafting a New Era of Digital Banking

Banking Transformed
Brendan Coughlin, Vice Chairman and Head of Consumer Banking at Citizens, discusses how banks can connect with and build loyalty among the emergin...
Listen to Engaging Gen Z - Crafting a New Era of Digital Banking

Embedded Banking: The Imperative Transformation for Digital Success

Banking Transformed
Shanker Ramamurthy, Global Managing Partner Banking & Financial Markets, IBM Consulting, discusses the key findings from IBM's latest research on ...
Listen to Embedded Banking: The Imperative Transformation for Digital Success

Customer Success Principles to Improve Your Customer Effort Score (CES)

Banking Transformed
Wayne McCulloch, Chief Customer Officer at Alkami Technology and the author of the best-selling book, “The Seven Pillars of Customer Success”, exp...
Listen to Customer Success Principles to Improve Your Customer Effort Score (CES)

Leadership Journey: From Legacy Bank to Fintech Foundry

Banking Transformed
Rakefet Russak-Aminoach, a trailblazer in digital banking innovation, sheds light on the strategies that enable fintech firms to navigate changing...
Listen to Leadership Journey: From Legacy Bank to Fintech Foundry

How Generative AI Will Revolutionize Financial Services

Banking Transformed
John Duigenan, General Manager, Financial Services and IBM Distinguished Engineer, IBM Technology, discuss some of the most promising AI use cases...
Listen to How Generative AI Will Revolutionize Financial Services

Composable Solutions Enables Scaleable Digital Evolution

Banking Transformed
Brandon McGee, Chief Digital Strategy Officer at A+ Federal Credit Union, explores how financial institutions of any size can become digital banki...
Listen to Composable Solutions Enables Scaleable Digital Evolution

The Security Imperative of Banking Transformation

Banking Transformed
Michael Wiley, VP and CTO of F5, explores the multifaceted world of banking cybersecurity within the context of digital transformation, and offers...
Listen to The Security Imperative of Banking Transformation

Community Financial Institutions: Going Beyond Being Friendly

Banking Transformed
Jim Perry, Senior Strategist at Market Insights, Inc., discusses how community banks and credit unions can best co-exist in a marketplace that inc...
Listen to Community Financial Institutions: Going Beyond Being Friendly

Retail Banking Mid-Year Assessment: Jobs to be Done

Banking Transformed
David M. Brear, CEO of 11:FS, discusses how banks and credit unions have reacted to major global disruptions, and what major opportunities and thr...
Listen to Retail Banking Mid-Year Assessment: Jobs to be Done

The Strategic Advantage of AI Maturity in Banking

Banking Transformed
Alexandra Mousavizadeh, Co-founder and CEO of Evident, discusses what determines a financial institution’s AI maturity, the advantage AI maturity ...
Listen to The Strategic Advantage of AI Maturity in Banking

The Promise and Peril on ChatGPT in Banking Part 2

Banking Transformed
Brian Roemmele, President of Multiplex, equips listeners with the knowledge and understanding needed to embrace the promise of generative AI and C...
Listen to The Promise and Peril on ChatGPT in Banking Part 2

The Promise and Peril on ChatGPT in Banking Part 1

Banking Transformed
Brian Roemmele, President of Multiplex, equips listeners with the knowledge and understanding needed to embrace the promise of generative AI and C...
Listen to The Promise and Peril on ChatGPT in Banking Part 1

The Future of Fintechs in Disrupted Times

Banking Transformed
Jeff Tijssen, Expert Partner and Global Head of FinTech at Bain & Company, discusses how fintech is reshaping the way we think about money, paymen...
Listen to The Future of Fintechs in Disrupted Times

Building Personalized Engagement Across Customer Lifecycles

Banking Transformed
Jason Davies, Vice President, Product, Solutions & Customer Delivery at Flybits, discusses the opportunities and challenges faced by card issuers ...
Listen to Building Personalized Engagement Across Customer Lifecycles

Strategic Priorities of Today’s Banks and Credit Unions

Banking Transformed
Gregg R. Tewksbury, president and CEO at New Hampshire Mutual Bancorp and Lee Wetherington, senior director of corporate strategy at Jack Henry, d...
Listen to Strategic Priorities of Today’s Banks and Credit Unions

Enhancing Customer Experiences Through Collaboration

Banking Transformed
DeAndre Jones, EVP, Chief Client Officer & Head of Client Experience at FIS, dives into the ways in which technology and digital solutions are rev...
Listen to Enhancing Customer Experiences Through Collaboration

Jenius Bank: A New Digital-Only Bank with a 400 Year History

Banking Transformed
John Rosenfeld, president of Jenius Bank, discusses what will differentiate Jenius Bank and why John believes this new digital bank will succeed w...
Listen to Jenius Bank: A New Digital-Only Bank with a 400 Year History

Rewiring for Digital Banking Transformation Success

Banking Transformed
Eric Lamarre, Senior Partner, McKinsey & Company and one of the authors of the book, “Rewired: The McKinsey Guide to Outcompeting in the Age of Di...
Listen to Rewiring for Digital Banking Transformation Success

The Inspirational Journey of a Financial Technology Leader

Banking Transformed
Amnah Ajmal, Mastercard’s EVP of Market Development for Eastern European, Middle Eastern and African markets, shares her leadership journey across...
Listen to The Inspirational Journey of a Financial Technology Leader

Growth Requires an Experience Mindset

Banking Transformed
Tiffani Bova, the global customer growth and innovation evangelist at Salesforce, and the Wall Street Journal bestselling author of the new book ‘...
Listen to Growth Requires an Experience Mindset

The Evolution and Future of Banking as a Service (BaaS)

Banking Transformed
Jason Mikula, one of the foremost authorities on the banking and fintech marketplace, discuss how banks can unlock new business opportunities and ...
Listen to The Evolution and Future of Banking as a Service (BaaS)

The Strategic Power of Embedded Finance

Banking Transformed
Christoffer Malmer, head of SEB Embedded and Pal Krogdahl, CTO for IBM Core Banking and Payments, discuss how Swedish banking giant SEB reorganize...
Listen to The Strategic Power of Embedded Finance

The Battle for Retail Banking Deposits Goes Beyond High Rates

Banking Transformed
Adam Stockton, Managing Director of Retail Deposits at Curinos, discusses the importance of building stronger connections between consumers’ depos...
Listen to The Battle for Retail Banking Deposits Goes Beyond High Rates

Innovation Driven by Internal and External Collaboration

Banking Transformed
Claire Calmejane, Chief Innovation Officer at Societe Generale and Thad Vorozilchak, Vice President, Banking and Financial Markets from IBM, discu...
Listen to Innovation Driven by Internal and External Collaboration

The Future of Niche Banks

Banking Transformed
Alex Johnson, founder of Fintech Takes, discusses the future of niche financial institutions where funding has become more difficult and scalabili...
Listen to The Future of Niche Banks

The Future of Wearable Technology and Payments

Banking Transformed
David Birch, international speaker, author and advisor to the financial services industry, discusses how wearable technology can be a major differ...
Listen to The Future of Wearable Technology and Payments

Money 2020 Europe: AI Takes Center Stage in Banking Transformation

Banking Transformed
John Duigenan, General Manager, Financial Services and IBM Distinguished Engineer, IBM Technology, discusses how technologies like AI will impact ...
Listen to Money 2020 Europe: AI Takes Center Stage in Banking Transformation

Driving Growth with a Financial Marketing Playbook

Banking Transformed
Eric Fulwiler, co-founder and CEO of the marketing consultancy, Rival, discusses what drives the growth of successful fintech and banking brands a...
Listen to Driving Growth with a Financial Marketing Playbook

Money 2020 Europe Preview: A Look into the Future of Banking

Banking Transformed
Shanker Ramamurthy, Global Managing Partner Banking & Financial Markets, IBM Consulting, discusses the massive changes occurring in financial serv...
Listen to Money 2020 Europe Preview: A Look into the Future of Banking

The Final Mile of Data: From Insights to Engagement

Banking Transformed
Ed Maslaveckas, CEO of Bud Financial, discusses the firm's expansion into the US and how financial institutions of all sizes are leveraging data, ...
Listen to The Final Mile of Data: From Insights to Engagement

The Exciting Evolution of the CFO in Business Transformation

Banking Transformed
Monica Proothi, Partner and Global Finance Transformation Lead for IBM Consulting, discusses how the finance function has evolved from reactionary...
Listen to The Exciting Evolution of the CFO in Business Transformation

The Power of Sharing the ‘Why’ for Digital Banking Success

Banking Transformed
Cindy Blackstone, Chief Retail Officer for Southside Bank, discusses how a digital-first platform has resulted in a superior customer experience, ...
Listen to The Power of Sharing the ‘Why’ for Digital Banking Success

Using Data to Deliver a Next-Generation TechFin Platform

Banking Transformed
Deep Varma, Chief Technology Officer from Alkami, shares how modern technology can enable a next-generation sales and service platform that increa...
Listen to Using Data to Deliver a Next-Generation TechFin Platform

Communication Strategies to Navigate a Banking Crisis

Banking Transformed
Steven Ramirez, CEO of Beyond the Arc, shares what financial institutions should say and share, and how they should communicate during these tumul...
Listen to Communication Strategies to Navigate a Banking Crisis

Direct Mail is Dead. Long Live Direct Mail

Banking Transformed
Dave Fink, CEO & Co-founder at Postie, shares how direct mail can turbocharge your marketing campaigns, how to leverage modern technology for trad...
Listen to Direct Mail is Dead. Long Live Direct Mail

Uprise: A Unique AI-Driven Wealth Management Platform

Banking Transformed
Jessica Chen Riolfi, Co-Founder and CEO at Uprise, shares how Uprise has leveraged data, AI algorithms, and human expertise to provide the potenti...
Listen to Uprise: A Unique AI-Driven Wealth Management Platform

More Than Ever, Bad Experiences Kill Customer Loyalty

Banking Transformed
David Porter, Managing Director of Financial Services at Genesys, discusses how innovative organizations are redefining what's possible using digi...
Listen to More Than Ever, Bad Experiences Kill Customer Loyalty

Now’s the Best Time for Investing in Modern Banking Technology

Banking Transformed
Maureen Doyle-Spare, general manager at the digital transformation consulting firm UST, discussing how the pursuit of technology investments regar...
Listen to Now’s the Best Time for Investing in Modern Banking Technology

Harnessing the Full Potential of Emerging Technologies in Financial Services

Banking Transformed
Roji Oommen, Managing Director, Financial Services at Lumen Technologies, discusses how a platform mindset enables a best-execution strategy for d...
Listen to Harnessing the Full Potential of Emerging Technologies in Financial Services

Supporting Customer Journeys With Data, AI and Better Engagement

Banking Transformed
David Feuer, Chief Product Officer at Galileo, shares why building an end-to-end digital platform solution is the key to digital banking transform...
Listen to Supporting Customer Journeys With Data, AI and Better Engagement

Innovation Requires Connecting Banks with the Right Partners

Banking Transformed
Patrick Sells, co-founder of True Digital Group, discusses a new platform where financial institutions can easily understand all marketplace offer...
Listen to Innovation Requires Connecting Banks with the Right Partners

Think Big, Start Small, and Act Quickly with Applied Intelligence

Banking Transformed
Darryl Knopp, Senior Director of portfolio marketing at FICO, discusses the current state of personalization in banking and how organizations can ...
Listen to Think Big, Start Small, and Act Quickly with Applied Intelligence

Varo Bank: The Future of Digital Banks After Silicon Valley Bank Collapse

Banking Transformed
Colin Walsh, founder and CEO of Varo, discusses the opportunities and challenges Varo has faced, and provides insight into the future of Varo and ...
Listen to Varo Bank: The Future of Digital Banks After Silicon Valley Bank Collapse

Digital Transformation Lessons From a $200B Bank

Banking Transformed
Melissa Stevens, EVP and Chief Marketing Officer at Fifth Third Bank, shares the digital transformation journey at Fifth Third and the lessons lea...
Listen to Digital Transformation Lessons From a $200B Bank

New Business Models and Growth Opportunities in Banking

Banking Transformed
Michael Abbott, senior managing director and global banking lead for Accenture, discusses how banks and credit unions are disrupting existing para...
Listen to New Business Models and Growth Opportunities in Banking

Consumer Payment Preferences are Transforming

Banking Transformed
Tom Pierce, CMO of PSCU, shares the results of the most recent Eye on Payments study done by PSCU and provides insights into how financial institu...
Listen to Consumer Payment Preferences are Transforming

The Power of Omnichannel Communication in Banking

Banking Transformed
Ashish Garg, Co-Founder and CEO of Eltropy, discusses the many ways that financial institutions have used digital messaging to improve engagement ...
Listen to The Power of Omnichannel Communication in Banking

Banks Must Become Resilient to Continuous Disruption

Banking Transformed
Brant Cooper, author of the book, ‘Disruption Proof’, discusses the 5 elements required for organizations to be able to deal with accelerated chan...
Listen to Banks Must Become Resilient to Continuous Disruption

Unlocking the Potential of Digital Banking Transformation

Banking Transformed
Doug Brown, President of NCR Digital Banking and Doug Peacock, SVP of Digital Delivery at Associated Bank, discusses what is required to digitally...
Listen to Unlocking the Potential of Digital Banking Transformation

Bankers Like Us Must Make Change Happen

Banking Transformed
Leda Glyptis PhD, chief client officer at 10x Banking, discusses her amazing new book entitled, Bankers Like Us, which chronicles her journey, obs...
Listen to Bankers Like Us Must Make Change Happen

The Future of Credit Card Marketing

Banking Transformed
Josh Turnbull and Craig LaChapelle from TransUnion share the current state of the credit card marketplace and how financial institutions can bette...
Listen to The Future of Credit Card Marketing

What is the Potential of ChatGPT in Banking

Banking Transformed
Charles Morris, Chief Data Scientist for Financial Services at Microsoft, discusses how banks and credit unions can leverage the power of ChatGPT ...
Listen to What is the Potential of ChatGPT in Banking

Building Banking Loyalty During Volatile Times

Banking Transformed
PwC Partners Greta Lovenheim & Brian Morris discuss the results of the PwC Customer Loyalty Survey and share how banks can strengthen relationship...
Listen to Building Banking Loyalty During Volatile Times

Banking in the Age of Digital Disruption

Banking Transformed
Ron Shevlin, Chief Research Officer at Cornerstone Advisors and Senior Contributor to Forbes, discussing how banks and credit unions must respond ...
Listen to Banking in the Age of Digital Disruption

Using Data and Digital Technology to Drive Next Generation Customer Experiences

Banking Transformed
Stephen Bohanon, the founder of Alkami Technologies, discusses how organizations of all sizes need to leverage modern technology and customer insi...
Listen to Using Data and Digital Technology to Drive Next Generation Customer Experiences

Many Banks Misunderstand Innovation

Banking Transformed
Steve Monaghan discusses why banking innovation lags many other industries and what can be done to change this paradigm....
Listen to Many Banks Misunderstand Innovation

Banking is at the Beginning of the Interface Revolution

Banking Transformed
John Thomas of Relay Network discusses why companies that excel at creating customer engagement generate faster rates of revenue growth than their...
Listen to Banking is at the Beginning of the Interface Revolution

Global Trends That Will Disrupt Finance in 2023

Banking Transformed
Ali Paterson, editor-in-chief and publisher of Fintech Finance Magazine, discusses the top financial sector trends for 2023 and share ways organiz...
Listen to Global Trends That Will Disrupt Finance in 2023

Banking Must Partner for Digital Transformation Success

Banking Transformed
Courtney Rowan, VP of Digital Experience at Citadel Credit Union, discusses how Citadel did not slow the digital banking transformation process po...
Listen to Banking Must Partner for Digital Transformation Success

The Future of Open Banking in 2023

Banking Transformed
Ritesh Jain, Fintech founder and advisor and previous CTO of HSBC, shares his perspective on the growth of APIs and open banking he expects in 202...
Listen to The Future of Open Banking in 2023

A How to Guide for Digital Transformation at a $25B Bank

Banking Transformed
Laura Merling, Chief Digital Officer at Arvest Bank, shares the steps that are needed for banks of all sizes to remain relevant in a digital banki...
Listen to A How to Guide for Digital Transformation at a $25B Bank

Most Important Workplace Technologies for Banking in 2023

Banking Transformed
Leo Brito, EVP Workforce Experience and Productivity Solutions at Wells Fargo, shares why financial institutions must prioritize workplace technol...
Listen to Most Important Workplace Technologies for Banking in 2023

Connecting the Dots Between Data, Analytics, and Customer Engagement

Banking Transformed
Amy Brady of KeyBank discusses how she manages more than 5,000 individuals cohesively, competing against much larger financial institutions and mo...
Listen to Connecting the Dots Between Data, Analytics, and Customer Engagement

Digital Banking Trends and Priorities for 2023

Banking Transformed
Dom Venturo, Senior EVP and the Chief Digital Officer of U.S. Bancorp, discusses how US Bank is building a digital bank of the future and the tren...
Listen to Digital Banking Trends and Priorities for 2023

Data Drives the Future of Branch + Digital Distribution in Banking

Banking Transformed
Gina Bleedorn, Chief Experience Officer at Adrenaline, shares the keys to future-ready branch distribution models that include new formats and fun...
Listen to Data Drives the Future of Branch + Digital Distribution in Banking

Digital Banking Growth Strategies for 2023

Banking Transformed
Jeffery Kendall, CEO/Founder at Nymbus, discusses strategies financial institutions should consider as we enter a new age of digital banking....
Listen to Digital Banking Growth Strategies for 2023

The Global Potential for Banking and Fintech Collaboration

Banking Transformed
Jeremy Quainoo, Country Operations Director at JUMO, discusses the opportunities and challenges facing fintech firms globally and how marketplaces...
Listen to The Global Potential for Banking and Fintech Collaboration

Ally Bank: Breaking Through the Noise with Innovation and Relevance

Banking Transformed
Andrea Brimmer, Chief Marketing and PR Officer at Ally Bank, shares how Ally is driven to become a primary partner when consumers look for help du...
Listen to Ally Bank: Breaking Through the Noise with Innovation and Relevance

Fighting Fraud has Become a CX Differentiator

Banking Transformed
Simon Taylor and Soups Ranjan from Sardine discuss why security and risk-management leaders need to focus on ROI, false positive rates, and custom...
Listen to Fighting Fraud has Become a CX Differentiator

An Innovation Mindset is Needed in Payments

Banking Transformed
Dan Hanks, VP - head of product development for lending at i2c Inc, discusses the evolving opportunities and challenges available in today’s payme...
Listen to An Innovation Mindset is Needed in Payments

How the CBA Will Support Banks During Industry Transformation

Banking Transformed
Lindsey Johnson, president and CEO of the Consumer Bankers Association (CBA), provides her perspectives for the future of retail banking and the C...
Listen to How the CBA Will Support Banks During Industry Transformation

Using AI to Maximize Customer Personalization

Banking Transformed
Devin Poole, Sr. Product Marketing Manager from Coveo, shares how banks and credit unions Increase NPS while reducing costs … finding opportunitie...
Listen to Using AI to Maximize Customer Personalization

The Future of Banking: Where Everyone Creates Their Own Bank

Banking Transformed
Emmanuel Daniel, global thought leader, financial industry expert, and author of the book, The Great Transition: The Personalization of Finance is...
Listen to The Future of Banking: Where Everyone Creates Their Own Bank

Now’s the Time to Pick Battles with Fintech Challengers

Banking Transformed
Ryan Walker, Executive Strategist for Kasasa, shares how banks and credit unions target promotional deposit and loan offers to grow relationships ...
Listen to Now’s the Time to Pick Battles with Fintech Challengers

Chase and 10X Banking: Building a Digital Platform for the Future

Banking Transformed
Antony Jenkins, CEO and founder of 10x Banking, discusses why a scalable core banking platform built on micro-services and APIs is the key to buil...
Listen to Chase and 10X Banking: Building a Digital Platform for the Future

Debbie: An Innovative Rewards Platform for Managing Debt

Banking Transformed
Frida Leibowitz and Rachel Lauren, cofounders of the habit-shifting rewards platform for debt payoff, Debbie, share how Debbie challenges the stat...
Listen to Debbie: An Innovative Rewards Platform for Managing Debt

Conquering the ‘Last Mile’ of Data and Analytics Transformation

Banking Transformed
Greg Spencer, Senior Sales Engineer at Segmint, an Alkami Company, shares how banks and credit unions must focus on ‘finishing strong’ as they lev...
Listen to Conquering the ‘Last Mile’ of Data and Analytics Transformation

Betterment: Using a Challenger Mindset for Market-Leading Growth

Banking Transformed
Michel Reust, president of Betterment, shares how Betterment is using a challenger mindset to future-proof earnings and growth....
Listen to Betterment: Using a Challenger Mindset for Market-Leading Growth

Humanized Digital Engagement Propels Growth in Banking

Banking Transformed
Katherine Regnier, CEO of Coconut Software, shares how banks and credit unions can bridge the gap between digital and physical client experiences ...
Listen to Humanized Digital Engagement Propels Growth in Banking

The Future of Open and Embedded Banking at Truist

Banking Transformed
Anthony Burton, SVP of connected banking, open finance, and embedded banking at Truist, shares how Truist is embracing this opportunity and how th...
Listen to The Future of Open and Embedded Banking at Truist

Your Back Office: The Missing Piece of Great CX

Banking Transformed
Nicole Nevulis, Global Senior Director at Verint, shares how banks and credit unions can transform the back-office to become a competitive differe...
Listen to Your Back Office: The Missing Piece of Great CX

MX: The Next Frontier of Money Experiences

Banking Transformed
Jim Magats, the CEO of MX, shares how he and his team see MX moving forward, and the importance of data and insights as the foundation of the enti...
Listen to MX: The Next Frontier of Money Experiences

Accelerating Innovation for Financial Institutions of All Sizes

Banking Transformed
Kris Kovacs, president and CEO of Constellation Digital Partners, discusses how financial institutions that deliver the innovations that best sati...
Listen to Accelerating Innovation for Financial Institutions of All Sizes

FedNow: The Future of Instant Payments

Banking Transformed
Nick Stanescu, SVP of The Federal Reserve Bank of Boston, provides an update on the future introduction of the FedNow Service and discusses the be...
Listen to FedNow: The Future of Instant Payments

BMO Harris: Promoting Gender Diversity in FinTech

Banking Transformed
BMO Harris’ Niamh Kristufek, US head of business banking and Andrew Harrison, Head of US Digital Partnerships, share the results of this year’s in...
Listen to BMO Harris: Promoting Gender Diversity in FinTech

Ways Technology Can Positively Impact Costs, Efficiency and Reporting

Banking Transformed
Nick Botha, Business Development Manager at AutoRek, discusses the importance of an end-to-end platform designed reduce costs, improve efficiency,...
Listen to Ways Technology Can Positively Impact Costs, Efficiency and Reporting

Turning Information Overload into a Personal Superpower

Banking Transformed
Ross Dawson, chairman of the Advanced Human Technologies group of companies, discusses how leaders can not only cope with today’s information over...
Listen to Turning Information Overload into a Personal Superpower

The Best Customer Experiences Start with Identity Protection

Banking Transformed
Chris Luttrell, the CEO of IDology, discusses what can be done to foster trust across the entire customer journey, while improving the customer ex...
Listen to The Best Customer Experiences Start with Identity Protection

How AI is Transforming the Banking Industry

Banking Transformed
Imtiaz Adam, global AI influencer and founder of Deep Learn Strategies Ltd, shares why financial institutions must make adoption of AI technologie...
Listen to How AI is Transforming the Banking Industry

Using Behavioral Science for Financial Marketing Success

Banking Transformed
Nancy Harhut, cofounder of HBT Marketing, shares why marketers cannot afford to ignore behavioral science since it can shed light on why people bu...
Listen to Using Behavioral Science for Financial Marketing Success

Reaching Digital Maturity with Continuous Product Design

Banking Transformed
Mario Ciabarra, founder and CEO of Quantum Metric, discusses how banks can use data to drive digital product design and deployment that enhances c...
Listen to Reaching Digital Maturity with Continuous Product Design

Leadership During Times of Uncertainty

Banking Transformed
Charlene Li, Chief Research Officer at PA Consulting, shares how leadership can better embrace change, accept risks, and help organizations become...
Listen to Leadership During Times of Uncertainty

How All Banks Can Now Offer Industry-Leading Digital Mortgages

Banking Transformed
Jonathan Price, EVP of Q2 and Sam Schey, EVP of Rocket Mortgage, explain how a bank can combine an industry-best digital mortgage process with a b...
Listen to How All Banks Can Now Offer Industry-Leading Digital Mortgages

Locality Bank: Using Modern Technology to Serve Small Businesses

Banking Transformed
Corey LeBlanc, co-founder of Locality Bank, shares the mission of this start-up and how Locality is using financial technology to make processes m...
Listen to Locality Bank: Using Modern Technology to Serve Small Businesses

Embedded Finance and BaaS: The Future of Banking

Banking Transformed
Mike Kresse and Taira Hall from FIS Global discuss the current embedded banking and Banking as a Service can provide both opportunities and threat...
Listen to Embedded Finance and BaaS: The Future of Banking

Synovus Bank: The Journey to Become a Digital Bank

Banking Transformed
Liz Wolverton, Head of Consumer Banking and Brand Experience at Synovus, shares how building the muscles for continuous change at Synovus allows t...
Listen to Synovus Bank: The Journey to Become a Digital Bank

Is Your Data Strategy Future-Ready?

Banking Transformed
Greg Gruning from Segmint and Brian Lindenmann from Busey Bank discuss how banks are using data and AI to drive digital transformation and grow re...
Listen to Is Your Data Strategy Future-Ready?

How to Think Like a Brand and Not a Bank

Banking Transformed
Allison Netzer and Liz High, the authors of the book, ‘Think Like a Brand, Not a Bank’, share how good branding can appeal to people’s emotions, a...
Listen to How to Think Like a Brand and Not a Bank

Modernizing Payments for an Embedded Banking Future

Banking Transformed
Bhavin Turakhia, CEO and Co-founder of Zeta, discusses how embedded payment technologies are becoming available to organizations of all sizes, all...
Listen to Modernizing Payments for an Embedded Banking Future

Are Big Banks Hurting Competition, Innovation and Equality?

Banking Transformed
James Bessen, lecturer at Boston University School of Law and author of the book, ‘The New Goliaths’, shares his perspective that the largest firm...
Listen to Are Big Banks Hurting Competition, Innovation and Equality?

Identity Fraud is a Customer Experience Opportunity

Banking Transformed
Chad Gluff Sr. Director, Global Identity and Fraud for TransUnion, shares the impact that fraud and identity theft has on banking and the ways to ...
Listen to Identity Fraud is a Customer Experience Opportunity

Essentials to Transformation Success in Banking

Banking Transformed
Seth Goldstrom, Senior Partner at McKinsey & Company, shares the keys to a successful transformation and why most transformations fail to deliver ...
Listen to Essentials to Transformation Success in Banking

Be Prepared for the Engagement Banking Revolution

Banking Transformed
Jouk Pleiter, Founder and Chief Executive Officer at Backbase, discusses how to win customers – for life – in the new era of embedded banking....
Listen to Be Prepared for the Engagement Banking Revolution

From Personalization to Profits in Banking

Banking Transformed
Jim Stapleton, Senior Vice President at Epsilon, shares how banks and credit unions can deepen relationships by understanding customer behaviors a...
Listen to From Personalization to Profits in Banking

An Inside Look into Morgan Stanley’s Evolving Brand Strategy

Banking Transformed
Alice Milligan, the CMO of Morgan Stanley, discusses her career journey, the global brand strategy of Morgan Stanley, and how data and analytics i...
Listen to An Inside Look into Morgan Stanley’s Evolving Brand Strategy

WeBank: A Model for the Future of Digital Banking

Banking Transformed
Henry Ma, executive vice president and CIO of WeBank, discusses WeBank’s mission of delivering financial inclusion at scale by leveraging AI, bloc...
Listen to WeBank: A Model for the Future of Digital Banking

Delivering Financial Education to Customers and Communities

Banking Transformed
Ryan Swift, Vice President of Strategic Partnerships at EVERFI, discusses the value that financial education has in helping financial institutions...
Listen to Delivering Financial Education to Customers and Communities

Banking Strategies to Withstand an Economic Downturn

Banking Transformed
Ron Shevlin, Chief Research Officer at Cornerstone Advisors, discusses strategies and tactics financial institutions must take today to become mor...
Listen to Banking Strategies to Withstand an Economic Downturn

The Unique App That Makes Financial Education Rewarding

Banking Transformed
Bolun Li, founder & CEO of Zogo, discusses the origination of this gamification-based app and the growth that has been achieved since Zogo’s found...
Listen to The Unique App That Makes Financial Education Rewarding

How Economic Instability Will Impact the Banking Industry

Banking Transformed
Steven Rick, Chief Economist for CUNA Mutual, shares his insights on the unprecedented economic conditions we are seeing and what the future may l...
Listen to How Economic Instability Will Impact the Banking Industry

How to Make ESG a Cornerstone of Your Bank’s Business Model

Banking Transformed
Chris Skinner, one of the foremost influencers in the banking industry and author of the book, ‘Digital for Good’, discusses the value of having a...
Listen to How to Make ESG a Cornerstone of Your Bank’s Business Model

How Banking Can Win Big in the Subscription Economy

Banking Transformed
Joan Clark, VP of Product for Segmint, discusses the way banking can benefit immediately from the subscription economy....
Listen to How Banking Can Win Big in the Subscription Economy

How Banking-as-a-Service has Made Webster Bank Future-Ready

Banking Transformed
Matthew Smith, Head of Digital Banking and Banking as a Service at Webster Bank, discusses why Webster Bank decided to pursue the BaaS strategy an...
Listen to How Banking-as-a-Service has Made Webster Bank Future-Ready

Reimagining Customer Engagement with Intelligent Texts

Banking Transformed
Scott McArthur, CRO of Statflo, discusses the power of intelligent conversational texts, and how this channel can improve satisfaction and financi...
Listen to Reimagining Customer Engagement with Intelligent Texts

Banking on the Metaverse

Banking Transformed
Ray Wang, Founder and Chairman of Constellation Research, untangles the hype from the likely reality and provides a clearer view of where the pote...
Listen to Banking on the Metaverse

Why New Banks are Taking Over the World

Banking Transformed
Philippe De Backer and Juan Gonzalez from Arthur D. Little discusses the challenges facing traditional banking organizations and the actions that ...
Listen to Why New Banks are Taking Over the World

7 Steps to Building a Winning Content Marketing Strategy in Banking

Banking Transformed
Joe Pulizzi, the author of the 7 books, including the best-selling book, Content Inc., and is the founder of The Tilt, shares what it takes for ba...
Listen to 7 Steps to Building a Winning Content Marketing Strategy in Banking

Marcus Acquires Fintech Firms to Become Dominant Banking Power

Banking Transformed
Swati Bhatia, partner and head of direct-to-consumer business at Marcus, discusses the continued product expansion of Marcus by Goldman Sachs, and...
Listen to Marcus Acquires Fintech Firms to Become Dominant Banking Power

Low-Code/No-Code Fuels Agile Digital Banking Transformation

Banking Transformed
Charles Lamanna, Corporate Vice President at Microsoft, shares how low-code/no-code app development has revolutionized the way financial instituti...
Listen to Low-Code/No-Code Fuels Agile Digital Banking Transformation

Should Bankers Fear Apple’s Future Growth Strategy?

Banking Transformed
Dr. Efi Pylarinou, Global Fintech Influencer based in Switzerland, discusses why Apple has announced the Breakout initiative and how an expanded e...
Listen to Should Bankers Fear Apple’s Future Growth Strategy?

Reimagining The Future of Digital Delivery at Capital One

Banking Transformed
Jennifer Windbeck, Head of Retail Bank Channels & Operations at Capital One, discusses how Capital One has continued to reinvent how and where cus...
Listen to Reimagining The Future of Digital Delivery at Capital One

Using Data to Acquire, Engage and Retain Banking Customers

Banking Transformed
Joe Welu, founder and CEO of Total Expert, shares how banks and credit unions are differentiating their organizations by knowing what customers wa...
Listen to Using Data to Acquire, Engage and Retain Banking Customers

Simplifying Bank Marketing in the Age of Complexity

Banking Transformed
James Robert Lay, founder and CEO of the Digital Growth Institute, shares how banks and credit unions can simplify the marketing process with mark...
Listen to Simplifying Bank Marketing in the Age of Complexity

How Sofi Intends to Become the Center of the Financial Universe

Banking Transformed
Derek White, CEO at Galileo Financial Technologies, discusses how the recent acquisition of the Technisys’ platform, combined with their banking-a...
Listen to How Sofi Intends to Become the Center of the Financial Universe

Customer Identity: Balancing Security and Seamless Experiences

Banking Transformed
Heidi Hunter, VP, Product Innovations at IDology, discusses how knowing who your customer is, across channels and at all times, can be a different...
Listen to Customer Identity: Balancing Security and Seamless Experiences

Can Traditional Banks Keep Up With Payments Transformation?

Banking Transformed
Matthew Wilcox, President of Digital Payments and Data Aggregation at Fiserv, discusses the evolving opportunities and challenges available in tod...
Listen to Can Traditional Banks Keep Up With Payments Transformation?

How Bank of America Personalizes Financial Wellness for 67 Million Customers

Banking Transformed
Holly O’Neill, President of Retail Banking at Bank of America, discusses how a holistic framework for supporting the financial health of its clien...
Listen to How Bank of America Personalizes Financial Wellness for 67 Million Customers

Financial Institutions Can No Longer Ignore Cryptocurrencies

Banking Transformed
Patrick Sells, chief innovation officer for NYDIG, and Stephen Bohanon, co-founder and chief strategy officer at Alkami, discuss the opportunities...
Listen to Financial Institutions Can No Longer Ignore Cryptocurrencies

Reimagining Money Experiences in Banking

Banking Transformed
Jane Barratt, Chief Advocacy Officer at MX Technologies, discusses how data and insight can transform banking into emotional relationships that ca...
Listen to Reimagining Money Experiences in Banking

How to Make Banking Better in 2022

Banking Transformed
Leda Glyptis PhD, chief client officer at 10x Banking, discusses the areas of retail banking that are most ripe for disruption and how the winners...
Listen to How to Make Banking Better in 2022

KeyBank: Leveraging Targeted Scale for Differentiation and Growth

Banking Transformed
Chris Gorman, Chairman and CEO of KeyBank, discusses how KeyBank has leveraged technology, ecosystem partnerships, and innovative solutions to hel...
Listen to KeyBank: Leveraging Targeted Scale for Differentiation and Growth

The Future of Commerce Includes Digital Currency

Banking Transformed
Tim Vanderham, Chief Technology Officer at NCR Corporation, discusses the opportunities and challenges of traditional banks offering digital curre...
Listen to The Future of Commerce Includes Digital Currency

Blockchain, NFTs, Web 3.0, and Technologies Enabling the Metaverse

Banking Transformed
Simon Taylor, the co-founder and chief product officer of 11:FS, discusses the recent NFT boom, the future of Web 3.0, and the Metaverse....
Listen to Blockchain, NFTs, Web 3.0, and Technologies Enabling the Metaverse

Why AI and Machine Learning is The Future of Bank Differentiation

Banking Transformed
Nate Shahan, co-founder and chief product officer of Segmint, shares how financial institutions can build business cases today that will help fund...
Listen to Why AI and Machine Learning is The Future of Bank Differentiation

OakNorth: A Blueprint for Future Bank Success

Banking Transformed
Jackson Hull, COO of OakNorth, discusses the origin of OakNorth and how this fintech has grown to be one of the most valuable neobanks in the worl...
Listen to OakNorth: A Blueprint for Future Bank Success

Retail Banking Trends to Watch in 2022

Banking Transformed
Michael Abbott, senior managing director and global banking lead for Accenture, discusses the top retail banking trends for 2022 and share ways or...
Listen to Retail Banking Trends to Watch in 2022

How Banks Can Create a White Label Response to BNPL Threat

Banking Transformed
Tushar Srivastava, co-founder and CEO of Skeps, discusses how traditional financial institutions can use third parties to outperform traditional p...
Listen to How Banks Can Create a White Label Response to BNPL Threat

Improving Financial Health for All Requires Unprecedented Action

Banking Transformed
Jennifer Tescher, Founder & CEO of the Financial Health Network, discusses the changes to financial wellbeing that have occurred since the pandemi...
Listen to Improving Financial Health for All Requires Unprecedented Action

In-House Incubator Creates Innovation Within Legacy Provider

Banking Transformed
Ashleigh DePopas, Co-founder and General Manager of GoCart - FIS Impact Labs' first funded venture, discusses the innovation process at FIS and th...
Listen to In-House Incubator Creates Innovation Within Legacy Provider

Nova Credit: Helping Immigrants Realize the American Dream

Banking Transformed
Misha Esipov, Co-Founder & CEO at Nova Credit, discusses the origination of this innovative service and the growth that has been achieved since No...
Listen to Nova Credit: Helping Immigrants Realize the American Dream

Payments Innovation Drives Growth at American Express

Banking Transformed
Luke Gebb, executive vice president of Amex Digital Labs, discusses the massive changes that have occurred in the payments marketplace since the p...
Listen to Payments Innovation Drives Growth at American Express

Technology Drives the Customer Experience at Chase

Banking Transformed
Rohan Amin, Chief Product Officer and Gill Haus, Chief Information Officer of Chase, discusses the acceleration of change that has occurred in the...
Listen to Technology Drives the Customer Experience at Chase

Open Banking is the Foundation for Digital Transformation

Banking Transformed
Pinar Ozcan discusses how open banking is a catalyst for reinvention in the banking sector....
Listen to Open Banking is the Foundation for Digital Transformation

U.S. Bank: A Case Study in Digital Banking Transformation Success

Banking Transformed
Dominic Venturo, senior executive vice president and chief digital officer at U.S. Bank, discusses how important leadership and culture are to the...
Listen to U.S. Bank: A Case Study in Digital Banking Transformation Success

Contextual Engagement Requires Better Use of Data and AI

Banking Transformed
Sarah Welch, Managing Director & Head of Marketing Solutions at Curinos, discusses how the advances in the latest technologies, coupled with data,...
Listen to Contextual Engagement Requires Better Use of Data and AI

Looking to 2022 and Beyond: New Rules for a New World

Banking Transformed
Futurist, speaker & author of 'The Algorithmic Leader,' Mike Walsh, shares his thoughts on how leaders must prepare for a future that is still bei...
Listen to Looking to 2022 and Beyond: New Rules for a New World

Banking Differentiation Through Relentless Innovation

Banking Transformed
Jason Henrichs and JP Nicols, co-founders of Fintech Forge and the Alloy Labs Alliance, discuss how innovation is not about the ‘next big thing', ...
Listen to Banking Differentiation Through Relentless Innovation

Designing a Future-Ready Branch Network

Banking Transformed
Jeff Klump, President of K4 Architecture + Design, discusses the transformation of branch banking in an increasingly digital world and how to diff...
Listen to Designing a Future-Ready Branch Network

The X1 Credit Card: A Unique Option for Younger Consumers

Banking Transformed
Siddharth Batra, co-founder of X1 Card, discusses the strategy behind introducing a new credit card to an underserved segment and the potential fo...
Listen to The X1 Credit Card: A Unique Option for Younger Consumers

A Solution to Future-Proof Legacy Banking Platforms

Banking Transformed
Michael Coghlan, founder and CEO of BrightFi, discusses how BrightFi partners with regional and community banks to deliver affordable, cloud-based...
Listen to A Solution to Future-Proof Legacy Banking Platforms

Square: An Increasingly Strong Player in Financial Services

Banking Transformed
Square Financial Services CEO Lewis Goodwin discusses the strategy behind building a bank to serve small businesses and the challenges facing fint...
Listen to Square: An Increasingly Strong Player in Financial Services

Masterclass in Innovation, Transformation and the Future of Banking

Banking Transformed
Sanat Rao, CEO of Infosys Finacle and Miguel Rio-Tinto, Group CIO and CDO at Emirates NBD, discusses the increase in innovation and digital transf...
Listen to Masterclass in Innovation, Transformation and the Future of Banking

Digital Core Transformation as a Catalyst for Success

Banking Transformed
Michael Haney, Head of Digital Core at Technisys, discusses the steps needed to modernize current core platforms and how firms are implementing th...
Listen to Digital Core Transformation as a Catalyst for Success

The Business Case for Financial Inclusion in Banking

Banking Transformed
Courtney Davis, Banking Principal at Deloitte, discusses the strategic business imperatives that serve the greater good through financial inclusio...
Listen to The Business Case for Financial Inclusion in Banking

How Data, Speed and Simplicity Can Drive Loan Growth

Banking Transformed
Deepak Polamarasetty, Co-Founder and CEO of CreditSnap and Tom Allman, Chief Strategy Officer of NASA Federal Credit Union, discuss how the advanc...
Listen to How Data, Speed and Simplicity Can Drive Loan Growth

The Power of Data, Analytics and the Cloud in Bank Marketing

Banking Transformed
Garry Capers, Division President of Cloud Solutions at Deluxe, discusses some of the major changes in bank marketing today and what must be done t...
Listen to The Power of Data, Analytics and the Cloud in Bank Marketing

Building an Emotional Connection in Banking

Banking Transformed
Tyrrell Schmidt, U.S. Chief Marketing Officer for TD Bank, discusses how TD’s established brand promise and purpose has translated at a time of ma...
Listen to Building an Emotional Connection in Banking

Modernizing Complex Banking Customer Engagements

Banking Transformed
Tom Chang, Distinguished Solutions Engineer at Salesforce, discusses how a scheduling tool can create stronger relationships with precise, persona...
Listen to Modernizing Complex Banking Customer Engagements

The Rise of Technosocialism: An Opportunity of a Lifetime

Banking Transformed
Brett King discusses what the future may look like, what is inevitable, and what can be altered if humans take the appropriate action....
Listen to The Rise of Technosocialism: An Opportunity of a Lifetime

5 Keys to a Successful Data-Driven Strategy in Banking

Banking Transformed
Jason White and Mark Leher discuss the development and execution of a truly transformational data-driven business strategy for financial instituti...
Listen to 5 Keys to a Successful Data-Driven Strategy in Banking

Smaller Banks Risk Losing Digital Customers

Banking Transformed
Craig McLaughlin discusses the results of the Harris research and provides insights into how smaller organizations must respond to the digital exp...
Listen to Smaller Banks Risk Losing Digital Customers

The Need to Create Differentiated Digital Banking Experiences

Banking Transformed
Lane Martin discusses the challenges firms face in putting a digital strategy in place, and the path to an effective and attractive digital platfo...
Listen to The Need to Create Differentiated Digital Banking Experiences

Buy Now, Pay Later: A Digital Solution to an Age Old Problem

Banking Transformed
Greg Lisiewski discusses the marketplace opportunities of the BNPL solution and how this can be a win-win-win for all parties involved....
Listen to Buy Now, Pay Later: A Digital Solution to an Age Old Problem

The Great Banking Debate Rewind

Banking Transformed
Ron Shevlin, Director of Research at Cornerstone Advisors, shares insights from the recent debate at the MX Money Experience Summit....
Listen to The Great Banking Debate Rewind

Mastering Quantum Marketing in Banking

Banking Transformed
Raja Rajamannar discusses what marketers must do to prepare for a future where everything we once knew about marketing has changed....
Listen to Mastering Quantum Marketing in Banking

Digital Banking Pioneer Shares Secrets of Success

Banking Transformed
Nicole Lorch shares her perspective on how to combine technology, analytics, innovation and a challenger mindset for long-term success....
Listen to Digital Banking Pioneer Shares Secrets of Success

How to Create an Inclusive Digital Experience

Banking Transformed
James Deignan and Jeff Wissel discuss the benefits of ensuring that websites, social media and customer engagement are accessible and inclusive....
Listen to How to Create an Inclusive Digital Experience

The Importance of a Challenger Mindset

Banking Transformed
Eric Fulwiler, Chief Commercial Officer at 11:FS, discusses what it means to have a challenger mindset....
Listen to The Importance of a Challenger Mindset

The Increasing Need for Talent, Inclusion and Diversity in Banking

Banking Transformed
Jill Nowacki discusses the challenges and opportunities facing financial institutions today as they try to build future-ready workforces and cultu...
Listen to The Increasing Need for Talent, Inclusion and Diversity in Banking

Creating Lovable Experiences Through Innovation Simplicity

Banking Transformed
Jin Kang Moller, previously VP of Customer Experience at OCBC Bank, discusses why simplicity is important and how to make it happen at any organiz...
Listen to Creating Lovable Experiences Through Innovation Simplicity

What Happens When Every Brand is a Bank?

Banking Transformed
Eric Sager and Ben Brown, discuss the competitive trends, the impact on traditional financial services and the opportunities in the marketplace....
Listen to What Happens When Every Brand is a Bank?

Bitcoin: The Next Battlefield for Retail Banking Customers

Banking Transformed
Patrick Sells, head of banking solutions for NYDIG, discusses the opportunities and challenges of traditional banks offering integrated Bitcoin so...
Listen to Bitcoin: The Next Battlefield for Retail Banking Customers

How Innovation Can Accelerate Digital Transformation

Banking Transformed
Mohit Joshi and Michael Ruttledge discuss the opportunities and challenges of implementing an innovation focused digital transformation process....
Listen to How Innovation Can Accelerate Digital Transformation

Digital Transformation: Not Just for Big Banks

Banking Transformed
Ross Creasy, CIO of Ameris Bank, and Stuart Cook, CDPO of Valley Bank, share how they became leaders in digital banking transformation....
Listen to Digital Transformation: Not Just for Big Banks

Winning the Battle for Trust Against Fintech Firms

Banking Transformed
Nikhil Lele, the principal for digital transformation at EY, discusses the shift in financial services loyalty and what banks and credit unions ca...
Listen to Winning the Battle for Trust Against Fintech Firms

Differentiation Requires Personalized Digital Banking Experiences

Banking Transformed
Colleen Dabbs, director of solution consulting for Fiserv, discusses the importance of creating digital solutions....
Listen to Differentiation Requires Personalized Digital Banking Experiences

LendingClub is Well Positioned for Future Growth

Banking Transformed
Scott Sanborn, CEO of LendingClub, shares his perspective on how the LendingClub platform can leverage the loyalty of borrowers....
Listen to LendingClub is Well Positioned for Future Growth

Why a Big Bank Executive Jumped to a Digital Credit Union

Banking Transformed
Dennis Devine, CEO at Alliant Credit Union, shares his perspective on how Alliant delivers the best of digital....
Listen to Why a Big Bank Executive Jumped to a Digital Credit Union

Bad Data Sells, Better Data Serves

Banking Transformed
Hossein Rahnama, CEO and Founder of Toronto-based Flybits, discusses how data can make relationships stronger by keeping data secure....
Listen to Bad Data Sells, Better Data Serves

How Microsoft Embraced Data Transformation

Banking Transformed
Karthik Ravindran, GM, Enterprise Data at Microsoft, discusses the data transformation journey at Microsoft and data maturity in a digital world....
Listen to How Microsoft Embraced Data Transformation

Keys to Success for Community Banking

Banking Transformed
Gabe Krajicek, CEO of Kasasa, discusses the benefits of local banking and the opportunities for community banks to serve....
Listen to Keys to Success for Community Banking

Turning Market Disruption Into Innovation Opportunity

Banking Transformed
Amy Radin, founder and principal of Pragmatic Innovation Partners, discusses how an innovation culture is required more than ever in banking....
Listen to Turning Market Disruption Into Innovation Opportunity

How Banking Can Thrive in a Post-Pandemic Reality

Banking Transformed
Paolo Sironi, Global Research Leader at the IBM Institute for Business Value, discusses how institutions will need to explore a new normal....
Listen to How Banking Can Thrive in a Post-Pandemic Reality

Driving Digital Sales in Financial Services

Banking Transformed
James Robert Lay, CEO of the Digital Growth Institute, discusses digital sales models and how organizations can multiply results....
Listen to Driving Digital Sales in Financial Services

The Importance of a Modern Banking Platform

Banking Transformed
Andrew Beatty, Head of Global Next Generation Banking at FIS Global, shares insights as to where the banking industry must focus efforts in the fu...
Listen to The Importance of a Modern Banking Platform

The Evolution of the Branch Strategy at Citi

Banking Transformed | S:The Evolution of the Branch Strategy at Citi
Mindy Mercaldo, Head of US Branch Network at Citi, to discusses the future of bank branch delivery and how to support growth with new delivery mod...
Listen to The Evolution of the Branch Strategy at Citi

Using Data and Insights to Drive Growth in Banking

Banking Transformed
Marco Bernasconi and Marla Pieton discuss how using data, at a foundation level, can drive growth in banking....
Listen to Using Data and Insights to Drive Growth in Banking

The Future of Payments is Fast, Seamless, Safe and Embedded

Banking Transformed
Mike Cook, global payments leader at IBM, discusses how legacy financial institutions can keep pace with a new generation of providers....
Listen to The Future of Payments is Fast, Seamless, Safe and Embedded

What Defines a Digital Banking Winner?

Banking Transformed
Daniel Latimore, chief research officer for Celent, discusses the ways leading financial institutions are differentiating themselves with innovati...
Listen to What Defines a Digital Banking Winner?

The History of Fintech Transformation

Banking Transformed
Shamir Karkal, Founder & CEO of Sila, discusses how innovation in the banking industry has changed since the early days of Simple....
Listen to The History of Fintech Transformation

The Importance of Global Payments Functionality

Banking Transformed
Stephen Kuhl, Managing Director – Financial Institutions and Strategic Partnerships for Western Union Business Solutions, discusses why offering i...
Listen to The Importance of Global Payments Functionality

Improving Customer Experiences With Alternative Data

Banking Transformed
Zac Cohen, COO of Trulioo, a global identity verification company, discusses how alternative data can be used to provide stronger digital identiti...
Listen to Improving Customer Experiences With Alternative Data

Is the Future of Community Banks at Risk?

Banking Transformed
Jeff Marsico, President of The Kafafian Group, Inc. and author of the new book, 'Squared Away: How Can Bankers Succeed as Economic First Responder...
Listen to Is the Future of Community Banks at Risk?

Winning in a World of Digital Giants

Banking Transformed
R “Ray” Wang, Principal Analyst, Founder, and Chairman of Constellation Research, Inc., discusses his upcoming book, 'Everybody Wants to Rule The ...
Listen to Winning in a World of Digital Giants

Secrets of a Rockstar Chief Digital Banking Officer

Banking Transformed
Dominic Venturo, senior executive vice president and chief digital officer at U.S. Bank, discusses many of the ways that U.S. Bank has leveraged t...
Listen to Secrets of a Rockstar Chief Digital Banking Officer

Innovation in Digital Account Opening and Onboarding

Banking Transformed
Tami Ferguson, SVP and Director of Client Experience, for Washington Trust Bank and Zach Hamilton, Chief Digital Officer of Synovus, provide insig...
Listen to Innovation in Digital Account Opening and Onboarding

Digital Banking Transformation During Uncertain Times

Banking Transformed
Jerry Kane, from Boston College, discusses the research and interviews done for the book "The Transformation Myth: Leading Your Organization throu...
Listen to Digital Banking Transformation During Uncertain Times

Rethinking the Future of Distribution

Banking Transformed
The guest for this Banking Transformed Solutions episode is Mark Aldred, Head of Sales for Auriga, who discusses how bank branches are only one co...
Listen to Rethinking the Future of Distribution

Speed, Simplicity and Empathy Drive CX in Banking

Banking Transformed
Jay Baer, one of the foremost leaders in the world of customer experience and marketing and founder of Convince & Convert, discusses how financial...
Listen to Speed, Simplicity and Empathy Drive CX in Banking

The Business Case for Sustainability and Doing Good

Banking Transformed
Theo Lau and Bradley Leimer, the founders of Unconventional Ventures, and the authors of a brand new book, Beyond Good: How Technology is Leading ...
Listen to The Business Case for Sustainability and Doing Good

How to Compete for Buy Now, Pay Later (BNPL) Customers

Banking Transformed
Adam Hughes, the CEO of Amount, discusses the growth of the buy now, pay later marketplace, and how traditional financial institutions can remain ...
Listen to How to Compete for Buy Now, Pay Later (BNPL) Customers

The Rise of Big Tech Platforms in Banking

Banking Transformed
Pinar Ozcan, Professor of Entrepreneurship and Innovation at the Saïd Business School at Oxford University, discusses how innovation in banking ha...
Listen to The Rise of Big Tech Platforms in Banking

The Product Expansion Strategy of Marcus by Goldman Sachs

Banking Transformed
Sonali Divilek, head of product for consumer business at Goldman Sachs, discusses the product development strategy of Marcus, and how a partnershi...
Listen to The Product Expansion Strategy of Marcus by Goldman Sachs

The Power of a Data-Driven Culture at TD Bank

Banking Transformed
John Thomas, EVP and head of global innovation at TD Bank, discusses how a data-driven culture positions this legacy financial institution to be a...
Listen to The Power of a Data-Driven Culture at TD Bank

Digital Transformation Success at a $60 Billion Bank

Banking Transformed
Ravi Vakacherla, EVP and Chief Transformation Officer at People’s United, shares his perspective on where organizations should start and the roadb...
Listen to Digital Transformation Success at a $60 Billion Bank

Google: Friend or Foe to Legacy Banks?

Banking Transformed
Yolande Piazza, VP of financial services for Google Cloud, discusses the financial service strategies at Google and what the future of banking may...
Listen to Google: Friend or Foe to Legacy Banks?

Personalized Videos: The Future of Customer Engagement

Banking Transformed
Jim Dicso, CEO of SundaySky, discusses how personalized video-powered experiences can drive breakthrough outcomes at key moments along the custome...
Listen to Personalized Videos: The Future of Customer Engagement

How to Win in the Experience Economy

Banking Transformed
Jim Gilmore is the coauthor, along with Joe Pine, of one of the best business books of the 20th century, "The Experience Economy". Jim shares exam...
Listen to How to Win in the Experience Economy

What's Next: 2021 Banking and Fintech Trends to Watch

Banking Transformed
Ron Shevlin, the Managing Director of Fintech Research at Cornerstone Advisors, gives his perspective on the future of banking and fintech....
Listen to What's Next: 2021 Banking and Fintech Trends to Watch

How to Build the Best Mobile Banking App

Banking Transformed
Mark Donohue, founder and CEO of Hong Kong-based iSky Research, discusses what makes a mobile banking leader, given the insight Mark has from moni...
Listen to How to Build the Best Mobile Banking App

Keys to Successful Leadership in the Future

Banking Transformed
Jacob Morgan, futurist, TED speaker and best-selling author of 4 books including his newest book, The Future Leader, shares insights from his in-d...
Listen to Keys to Successful Leadership in the Future

Digital Banking Transformation Never Stops at Chase

Banking Transformed
Allison Beer, Head of Digital at Chase bank, discusses the impact of the pandemic on digital banking and the future of digital at Chase....
Listen to Digital Banking Transformation Never Stops at Chase

Tinkoff: Russia’s Challenger Bank of the Future

Banking Transformed
Oliver Hughes, CEO of Tinkoff, discusses how the combination of an innovative business model, a strong team and a recognized brand can yield succe...
Listen to Tinkoff: Russia’s Challenger Bank of the Future

Starling: Not Your Typical Challenger Bank

Banking Transformed
Anne Boden, founder and CEO of Starling, and author of a new tell-all book, Banking On It: How I Disrupted an Industry, provides an inside look in...
Listen to Starling: Not Your Typical Challenger Bank

How Will Banking Evolve as We Enter 2021?

Banking Transformed
Jim Eckenrode, managing director of the Deloitte Center for Financial Services, discusses how the financial services industry adjusted to the impa...
Listen to How Will Banking Evolve as We Enter 2021?

Closing the Gender Gap in Banking and Fintech

Banking Transformed
Neha Mehta, founder of Femtech Partners, discusses some of the challenges women face in getting an equal opportunity for funding, having a seat at...
Listen to Closing the Gender Gap in Banking and Fintech

Delighting Customers by Removing Friction from Banking

Banking Transformed
Author Roger Dooley shares how behavioral science can help identify and eliminate the friction that can destroy a customer experience....
Listen to Delighting Customers by Removing Friction from Banking

Building a Culture of Innovation in Times of Crisis

Banking Transformed
Sanat Rao, Chief Business Officer and Global Head of Infosys Finacle, discusses the findings of our Retail Banking Innovation 2020 Digital Banking...
Listen to Building a Culture of Innovation in Times of Crisis

Banking Can't Ignore The GenZ Potential

Banking Transformed
Jason Dorsey, president of the Center for Generational Kinetics and the foremost leader in the understanding of the Gen Z consumer, shares insight...
Listen to Banking Can't Ignore The GenZ Potential

The Future of Banking Starts Now

Banking Transformed
Theo Priestley, globally recognized futurist and international speaker, author, and authority on the future of business, technology, and society p...
Listen to The Future of Banking Starts Now

WeBank: The Most Advanced Digital Bank in the World

Banking Transformed
Henry Ma, executive vice president and CIO of WeBank, discusses WeBank’s mission of delivering financial inclusion at scale by leveraging AI, bloc...
Listen to WeBank: The Most Advanced Digital Bank in the World

The Role of Banking in the Future of Digital Identity

Banking Transformed
Dave Birch, Author, advisor and commentator on digital financial services, discusses the benefits and risks of digital identity, the role of the b...
Listen to The Role of Banking in the Future of Digital Identity

Can Two Legacy Banks Become a Digital Banking Leader?

Banking Transformed
Scott Case, the CIO of Truist, discusses the status of this historic merger, the role technology and innovation has played, and the impact that CO...
Listen to Can Two Legacy Banks Become a Digital Banking Leader?

OCC Provides Path For Banking Revolution

Banking Transformed
Brian Brooks, the Acting Comptroller of the Currency (OCC), discusses the speed of how regulations are changing and the expected impact on legacy ...
Listen to OCC Provides Path For Banking Revolution

Jumpstarting Your Career During a Pandemic

Banking Transformed
Katrina McGhee, executive vice president of marketing and communications for the American Heart Association, discusses her non-traditional career ...
Listen to Jumpstarting Your Career During a Pandemic

Most Digital Lending Not Ready for Prime Time

Banking Transformed
Christopher Maloof, chief product officer at MeridianLink, shares his perspective on the results of this year’s research and an overview on what b...
Listen to Most Digital Lending Not Ready for Prime Time

How to Build a Digital Banking Lifestyle ‘Super App’

Banking Transformed
Jayesh Patel, the head of Liv, the first digital-only lifestyle bank which is part of Emirates NBD, discusses digital transformation at Emirates N...
Listen to How to Build a Digital Banking Lifestyle ‘Super App’

Dave: A Digital Banking Platform for the Underserved

Banking Transformed
Jason Wilk, co-founder and CEO of Dave, discusses his career path as a 4X founder, the mission of Dave, the increasingly competitive challenger ba...
Listen to Dave: A Digital Banking Platform for the Underserved

BankMobile: From Fintech Bank to TechFin Platform

Banking Transformed
Jay and Luvleen Sidhu, co-founders of BankMobile, discuss the recent moves by BankMobile and the underlying strategy that has made this evolutiona...
Listen to BankMobile: From Fintech Bank to TechFin Platform

Varo: The First Nationally Chartered Fintech Bank

Banking Transformed
Colin Walsh, founder and CEO of Varo Money, Inc., discusses why Varo pursued a national charter, the benefits of being a mobile-only bank, and how...
Listen to Varo: The First Nationally Chartered Fintech Bank

Wealthfront: Transforming From a Robo-Advisor to a Digital Bank

Banking Transformed
Andy Rachleff, co-founder and executive chairman of Wealthfront, discuss transforming From a robo-advisor to a digital bank....
Listen to Wealthfront: Transforming From a Robo-Advisor to a Digital Bank

Financial Marketing Takes Center Stage

Banking Transformed
Barry McCarthy, president and CEO of Deluxe Corporation, discuss the findings of our State of Financial Marketing report and the ramifications for...
Listen to Financial Marketing Takes Center Stage

How COVID-19 Redefined Consumer Expectations in Banking

Banking Transformed
Beth Johnson, chief experience officer at Citizens Bank, discuss the findings of the bank’s inaugural Banking Experience Survey, which looks at th...
Listen to How COVID-19 Redefined Consumer Expectations in Banking

The Power of Social Media Influencers in Banking

Banking Transformed
Elma Beganovich, one of the co-founding sisters of New York-based A&E, a digital agency with a powerful portfolio of Fortune 500 companies, discus...
Listen to The Power of Social Media Influencers in Banking

COVID-19 Provides Wake-Up Call for Cloud Banking

Banking Transformed
Tom Eck, Global Chief Technology Officer at IBM and Spiros Margaris, Venture Capitalist and Founder of margaris ventures, discuss how cloud comput...
Listen to COVID-19 Provides Wake-Up Call for Cloud Banking

What Makes Navy Federal a Perennial CX Leader?

Banking Transformed
Harley Manning, vice president and research director for Forrester’s customer experience practice and Pam Piligian, SVP of marketing and communica...
Listen to What Makes Navy Federal a Perennial CX Leader?

Challenger Bank Grows by Supporting Financial Inclusion

Banking Transformed
Stuart Sopp, founder and CEO of Current, and previous Wall Street trader, discusses how the pandemic served as a launch pad for the challenger ban...
Listen to Challenger Bank Grows by Supporting Financial Inclusion

CaixaBank: Innovation Drives Digital Transformation

Banking Transformed
Benjami Puigdevall, long time veteran at CaixaBank and current CEO of imagin, discusses digital transformation at CaixaBank, the importance of an ...
Listen to CaixaBank: Innovation Drives Digital Transformation

How Citi Maintains Customer Loyalty During a Pandemic

Banking Transformed
Mary Hines, chief marketing officer for the US Consumer Bank at Citi, discusses the importance of turning loyalty program interactions from someth...
Listen to How Citi Maintains Customer Loyalty During a Pandemic

Marcus by Goldman Sachs: Digital Banking Built for the Consumer

Banking Transformed
Dustin Cohn, Head of Brand and Marketing over Consumer and Investment Management for Goldman Sachs and the Marcus brand, discusses the building of...
Listen to Marcus by Goldman Sachs: Digital Banking Built for the Consumer

Four Seismic Shifts That Are Changing Banking

Banking Transformed
Nancy Giordano, strategic futurist, founder of PlayBig, Inc. and co-founder of the Femme Futurists Society, discusses how the recent confluence of...
Listen to Four Seismic Shifts That Are Changing Banking

Banking Must Move Beyond Rhetoric On Social Issues

Banking Transformed
Legendary basketball coach, author and inspirational speaker, Mike Jarvis shares his insights into what leaders and organizations must do today to...
Listen to Banking Must Move Beyond Rhetoric On Social Issues

Is There a Fintech Fallout on the Horizon?

Banking Transformed
Anthony Thomson, serial entrepreneur and founder of three challenger banks, discusses how fintech firms can survive in a post COVID-19 world....
Listen to Is There a Fintech Fallout on the Horizon?

Why COVID-19 Will Stimulate Innovation in Banking

Banking Transformed
Richard Turrin, financial technology consultant and best-selling author of the book, ‘Innovation Lab Excellence: Digital Transformation from Withi...
Listen to Why COVID-19 Will Stimulate Innovation in Banking

Data and Advanced Analytics: A Key to Survival

Banking Transformed
Ryan Caldwell and Brandon Dewitt, the co-founders of MX Technologies, discuss how data and advanced analytics is a matter of survival for financia...
Listen to Data and Advanced Analytics: A Key to Survival

Leadership Excellence in Crisis: An Interview with Tom Peters

Banking Transformed
Tom Peters, one of the most respected names in business for over 40 years, shares his insights and what differentiates a great leader during times...
Listen to Leadership Excellence in Crisis: An Interview with Tom Peters

How Fintech Unicorn Lemonade is Disrupting Insurance

Banking Transformed
Daniel Schreiber, CEO and cofounder of Lemonade, explains how artificial intelligence, behavioral economics and a focus on transparency and purpos...
Listen to How Fintech Unicorn Lemonade is Disrupting Insurance

COVID-19 Impact on Future of Retail Banking

Banking Transformed
Richard Hunt, president and CEO of the Consumer Bankers Association (CBA), provides his perspectives for the future of retail banking during a per...
Listen to COVID-19 Impact on Future of Retail Banking

The Digital Banking Tipping Point

Banking Transformed
Chris Skinner, one of the foremost authorities on the future of banking, discusses his newest book, “Doing Digital: Lessons from Leaders”....
Listen to The Digital Banking Tipping Point

COVID-19 is Fast-Tracking Digital Transformation

Banking Transformed
Tamara McCleary, the CEO of Thulium, shares her perspectives on the impact of COVID-19 on the technology ecosystem and what consumers will be expe...
Listen to COVID-19 is Fast-Tracking Digital Transformation

The Future of Work Post COVID-19

Banking Transformed
Benjamin Pring, head of Cognizant’s Center for the Future of Work, provides a glimpse into the future of work and the impact on education, lifesty...
Listen to The Future of Work Post COVID-19

Financial Irrationality During COVID-19 Crisis

Banking Transformed
Dan Ariely, the foremost researcher of behavioral economics in the world, shares his thoughts on how consumers and financial institutions can reco...
Listen to Financial Irrationality During COVID-19 Crisis

Building a Culture-Driven Virtual Bank

Banking Transformed
Simon Loong, Founder and Group CEO of WeLab, discusses the lingering impact of COVID-19 on his organization and on China, as well as his perspecti...
Listen to Building a Culture-Driven Virtual Bank

Banking Must Improve Financial Wellness For All

Banking Transformed
Jennifer Tescher, President & CEO of the Financial Health Network, shares her perspective on what both government and the banking industry need to...
Listen to Banking Must Improve Financial Wellness For All

COVID-19 Will Change the Way Consumers Bank Forever

Banking Transformed
Jamie Warder, EVP and head of digital banking at KeyBank, discusses the way KeyBank is shifting to a more digital organization, while still suppor...
Listen to COVID-19 Will Change the Way Consumers Bank Forever

Organizations Should Double Down on Innovation Now

Banking Transformed
Jeremy Balkin, the head of innovation at HSBC, discusses the importance of innovation during times of disruption and how organizations can go furt...
Listen to Organizations Should Double Down on Innovation Now

Marketing During Times of Disruptive Change

Banking Transformed
Rohit Mahna, head of the financial services practice at Salesforce, discusses how organizations can combine empathy with solution-based marketing,...
Listen to Marketing During Times of Disruptive Change

How AI Can Revolutionize Banking

Banking Transformed
Dan Faggella, founder and CEO of the artificial intelligence research agency, Emerj, discusses the opportunities and challenges of AI in banking....
Listen to How AI Can Revolutionize Banking

Globalization of Fintech and Banking in the Age of Disruption

Banking Transformed
William Russell, the Lord Mayor for the City of London, discusses the global impact of fintech organizations and the potential of open banking, fi...
Listen to Globalization of Fintech and Banking in the Age of Disruption

Transforming Customer Experiences with Personalization

Banking Transformed
Jody Bhagat president of the Americas for award-winning financial services personalization agency, Personetics, discuss the importance and process...
Listen to Transforming Customer Experiences with Personalization

The Importance of Attracting Rebel Talent

Banking Transformed
Matteo Rizzi, author of the book 'Talents and Rebels', discusses personal observations that make a case for organizations to embrace those people ...
Listen to The Importance of Attracting Rebel Talent

Why Digital Transformations Fail

Banking Transformed
Tony Saldanha, author of the book, 'Why Digital Transformations Fail', discusses the five stages of digital transformation....
Listen to Why Digital Transformations Fail

Cultivating a Disruption Mindset

Banking Transformed
Best-selling author Charlene Li explains the secret of successful disruption, the importance of deep-dive research and the qualities of a disrupti...
Listen to Cultivating a Disruption Mindset

China: Emergence of a Tech and Innovation Superpower

Banking Transformed
Brett King, author of many best selling books on the future of banking and the host of the number one Fintech podcast, Breaking Banks, discusses F...
Listen to China: Emergence of a Tech and Innovation Superpower

The Chinese Fintech Revolution

Banking Transformed
Matt Dooley & Dave Wallace discuss how fintech firms have benefited from open access to data, and how the Chinese consumer benefits from value add...
Listen to The Chinese Fintech Revolution

Current State of Digital Banking Transformation

Banking Transformed
Alan Trefler joins Jim to discuss the current state of digital transformation in the banking industry......
Listen to Current State of Digital Banking Transformation

The Technology Fallacy

Banking Transformed
Gerald (Jerry) Kane, professor at the Carroll School of Management, Boston College...
Listen to The Technology Fallacy

Banking Distribution Strategies for the Next Decade

Banking Transformed
Kevin Travis, Executive Vice President, Novantas...
Listen to Banking Distribution Strategies for the Next Decade

How to Win Tomorrow's Digital Consumer

Banking Transformed
To get a perspective on how advanced technologies are impacting customer experience strategies, Jim Marous is fortunate to be joined by Blake Morg...
Listen to How to Win Tomorrow's Digital Consumer

Biggest Fintech Winners of 2019

Banking Transformed
Ron Shevlin, Director of Research, Cornerstone Advisors discusses 2019's biggest fintech winners......
Listen to Biggest Fintech Winners of 2019

The Future of Fintech Investments

Banking Transformed
Dan Rosen, Founder and CEO of Commerce Ventures discusses The Future of Fintech Investments...
Listen to The Future of Fintech Investments

The Importance of Customer Success Management

Banking Transformed
Janine Sneed, Chief Digital Officer, VP of Customer Success IBM...
Listen to The Importance of Customer Success Management

Keys to Becoming a Digital Bank

Banking Transformed
Keys to Becoming a Digital Bank featuring Chris Skinner, Chief Executive Office of The Financier...
Listen to Keys to Becoming a Digital Bank

Reinventing the Customer Experience in a Digital World

Banking Transformed
Sophie Heller, Group Chief Operating Officer for Retail Banking at BNP Paribas, discusses the critical elements required to launch an integrate...
Listen to Reinventing the Customer Experience in a Digital World

The Power of Design in Digital Transformation

Banking Transformed
Alex Kreger & Monika Cālīte from UXDA discuss how organizations can use design thinking and applied insights to improve internal processes, develo...
Listen to The Power of Design in Digital Transformation

AI and the VoiceFirst Revolution

Banking Transformed
To get a perspective on the future of voice, we reached out to Brian Roemmele to discuss his vision of a highly personalized AI assistant that wil...
Listen to AI and the VoiceFirst Revolution

One-on-One With Steve Wozniak

Banking Transformed
In an interview with Steve Wozniak, he discusses his personal life, his focus on education, recommendations for entrepreneurs, the state of innova...
Listen to One-on-One With Steve Wozniak

Personal Growth During Times of Digital Disruption

Banking Transformed
In this episode, we discuss the importance of personal and professional growth with Brian Solis, digital anthropologist, global speaker and author...
Listen to Personal Growth During Times of Digital Disruption

Principles of Becoming an Algorithmic Leader

Banking Transformed
In this episode, Mike Walsh, Futurist, speaker & author of 'The Algorithmic Leader', will discuss digital transformation, leadership, culture and ...
Listen to Principles of Becoming an Algorithmic Leader

The Power of Open Innovation Platforms

Banking Transformed
In this episode, Kris Kovacs, President and CEO of Constellation Digital Partners will discuss his organization’s mission and the benefits of open...
Listen to The Power of Open Innovation Platforms

A Practitioner’s Guide to Digital Transformation

Banking Transformed
In this episode, Sonia Wedrychowicz, previous head of digital transformation at both JP Morgan Chase and DBS Bank, shares how she helped build one...
Listen to A Practitioner’s Guide to Digital Transformation

How Mobile Drives Digital Transformation

Banking Transformed
For a perspective on the changing dynamics of digital engagement and the importance of the mobile channel, Thomas Hogan, President of North Americ...
Listen to How Mobile Drives Digital Transformation

Building One to One Digital Relationships

Banking Transformed
In this episode, world renowned bestselling author and customer experience guru Don Peppers shares his insights on what is needed to be a customer...
Listen to Building One to One Digital Relationships

A Futurist's View of Banking and Technology

Banking Transformed
In this episode, Brett King, bestselling author, founder of neobank Moven, and host of the weekly radio show, Breaking Banks, discusses the threat...
Listen to A Futurist's View of Banking and Technology

The Magic of Digital Transformation at Disney

Banking Transformed
In this episode, we talk to Doug Lipp, consultant and author of the book, “Disney U” about the importance of building a digital culture from the i...
Listen to The Magic of Digital Transformation at Disney

Contextual Data is Changing the Future of Banking

Banking Transformed
In this episode, Hossein Rahnama, CEO and Co-Founder of Toronto-based Flybits, discusses how the future of financial services will be based on the...
Listen to Contextual Data is Changing the Future of Banking

How to Humanize Digital Experiences in Banking

Banking Transformed
In this exclusive interview, Abigail Posner, Director of Strategy for Google’s Brand Unit, discusses the importance of having an in-depth understa...
Listen to How to Humanize Digital Experiences in Banking

Leadership Lessons for Bankers from the Former CMO of Kodak

Banking Transformed
In this exclusive interview, Jeffrey Hayzlett, the former CMO of Kodak, discusses the importance of strong leadership, the need for a well-defined...
Listen to Leadership Lessons for Bankers from the Former CMO of Kodak

Status Quo is Not an Option

Banking Transformed
In this interview, Gary Vaynerchuk discusses the use of social media, the need for supportive culture and leadership and the importance of a perso...
Listen to Status Quo is Not an Option

Where to Listen

Find us in your favorite podcast app.