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PODCAST

Banking Transformed with Jim Marous

Are you prepared to embrace change, take risks and disrupt yourself in response to the digital disruption in banking? If not, this podcast is for you. Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the leadership and cultural challenges facing the banking industry. Featuring interviews with some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.

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All Episodes

31:43

Hidden Costs of Wrong Vendor Selection

Banking Transformed with Jim Marous ·

2025/07/31

Every week, we hear another story: A major bank's mobile app crashes during peak hours with no vendor support in sight. A credit union's core system update goes sideways, leaving customers locked out for days. A regional bank discovers that their "24/7 support" actually means "leave a voicemail and we'll get back to you Tuesday." Here's the brutal truth most banking executives learn too late: You're not just buying a solution – you're buying a relationship that could either supercharge your

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44:15

From Cash and Cards to Invisible Banking

Banking Transformed with Jim Marous ·

2025/07/29

The convergence of artificial intelligence, real-time payment rails, open banking, and embedded finance is creating both unprecedented opportunities for innovation and significant competitive pressures. Banks must navigate the delicate balance between embracing cutting-edge technologies, such as generative AI, and maintaining the trust and security that customers demand.In this episode of the Banking Transformed podcast, we delve into the rapidly evolving payments ecosystem with Rich Clow, Head of

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48:59

Rebuilding Banking Loyalty for the Digital Age

Banking Transformed with Jim Marous ·

2025/07/24

In an age where customers can switch banks with just a few taps on their smartphones, loyalty has shifted from being a nice-to-have marketing tactic to a business-critical survival strategy. Today's banking customers don't just want rewards—they seek relevance, personalization, and experiences that fit seamlessly into their daily routines.This shift represents more than just changing customer preferences; it's a fundamental reimagining of how financial institutions create value and foster lasting

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46:30

Your Customer Onboarding is Broken

Banking Transformed with Jim Marous ·

2025/07/22

Despite massive investments in digital transformation, most banks and credit unions are still struggling to deliver seamless and intuitive account-opening experiences. In fact, financial institutions could more than double their digital account opening success by following just a few simple strategies. In today’s episode of Banking Transformed, I’m joined by Frida Leibowitz, Co-Founder and CEO of Debbie — a fintech platform that not only helps institutions attract younger members, but also rewards

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41:29

How to Redesign Banking for the AI Age

Banking Transformed with Jim Marous ·

2025/07/15

How do you transform banks that have been built over centuries for a world where artificial intelligence operates 10 times faster than the digital revolution? We're not just talking about implementing new technology; we're reimagining banking for customers who interact daily with AI assistants and may soon entrust their money management entirely to intelligent systems.However, banks that rush into action without understanding their organizational and cultural legacies will find their investments

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39:08

Driving Loyalty and Engagement with Insurance Products

Banking Transformed with Jim Marous ·

2025/07/10

Offering diverse insurance products isn't just about additional revenue streams—it's about building unbreakable customer relationships, especially when economic uncertainty has people questioning every financial decision.We explore how forward-thinking financial institutions are evolving beyond traditional banking to become true partners in financial wellness, utilizing insurance as a bridge to deeper, more meaningful customer engagement. I'm joined on the Banking Transformed podcast by two

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43:19

Move from Mass Marketing to Lifestyle Modeling

Banking Transformed with Jim Marous ·

2025/07/08

The most critical challenge facing most retail financial institutions is how to accelerate organic growth and customer acquisition in an increasingly competitive and technology-driven landscape. I’m joined on the Banking Transformed podcast by Sumeet Grover, Executive Vice President and Chief Strategic Growth & Digital Officer at Austin-based University Federal Credit Union. Sumeet is a renowned thought leader in financial services, with nearly two decades of experience at Citibank, where he held

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36:09

The Card Payment Platform Playbook for Community Banking

Banking Transformed with Jim Marous ·

2025/07/01

Community financial institutions are at a crossroads—they must deliver cutting-edge card payment experiences that rival fintech disruptors and mega-banks, all while preserving their community-focused mission and working within tighter resource constraints.Guest: Joe Schmithorst, VP of Product and Client Solutions at Primax Joe brings decades of experience helping community banks transform their payment capabilities. In this episode, he reveals how smaller institutions can leverage modern

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41:00

Turning Insights into a Competitive Advantage

Banking Transformed with Jim Marous ·

2025/06/24

Every financial institution today is sitting on a goldmine of customer data, yet most struggle to turn those insights into a real competitive advantage. The challenge isn't collecting data—it's knowing what to do with it.Rachel O'Neill from Alkami joins me on the Banking Transformed podcast to tackle the hard questions: Why do so many banks fail to activate their data strategically? How can institutions break through the paralysis of analysis and start driving tangible business outcomes? And what

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43:58

What Gen Z Really Wants from Their Bank

Banking Transformed with Jim Marous ·

2025/06/17

While established institutions offer stability and financial strength, they must overcome perceptions of being stodgy, complex and disconnected from the digital fluency that defines Gen Z and Millennial lifestyles.Building connections with this demographic isn't simply about launching another banking app or redesigning branches – it's about reimagining how a legacy institution can demonstrate relevance and value when financial decisions are increasingly made with a swipe. As part of the Executive

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41:27

AI-Powered Growth Strategies for Modern Banking

Banking Transformed with Jim Marous ·

2025/06/11

Despite having established customer bases and trusted brands, many financial institutions struggle to keep pace with the rapid technological evolution driven by fintech firms and digital-first challengers. The potential of AI to transform banking operations, enhance customer experiences, and unlock new revenue streams is evident, yet implementation continues to be a significant hurdle.I'm joined on the Banking Transformed podcast by Marc Corbett, Director of Solutions Engineering Americas for

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44:47

How TD Bank Creates Unexpectedly Human Experiences

Banking Transformed with Jim Marous ·

2025/06/10

In an era where financial institutions race to digitize, TD has taken a distinctive approach by ensuring technology serves a deeper purpose: creating unexpected human experiences. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, I was joined by Todd Purcell, Head of Digital Strategy, Planning and Partnerships for TD Bank. Our conversation explores how TD's digital ecosystem supports its brand promise with real-world examples of how the

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40:52

Colin Walsh Shares the Status of Varo's Trailblazing...

Banking Transformed with Jim Marous ·

2025/06/03

As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, i was joined by Colin Walsh, the founder and CEO of Varo Bank – a true pioneer in the financial services industry. In 2020, Varo made history by becoming the first consumer fintech company to receive a national bank charter, transforming from an ambitious startup into America's first all-digital, nationally chartered bank.Under Colin's leadership, Varo has revolutionized banking through

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41:57

How KeyBank Competes in the Age of Giants and Disruptors

Banking Transformed with Jim Marous ·

2025/05/27

Regional and community financial institutions face unprecedented challenges from both banking giants and nimble fintech startups. But size isn't the determining factor for success in today's financial landscape – rather, it's the ability to foster an innovative culture, make strategic partnerships, and leverage data effectively.As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we spoke with Victor Alexander, Head of Consumer Banking at

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44:33

Evolution of Product Innovation in the AI Era

Banking Transformed with Jim Marous ·

2025/05/22

Product innovation in banking faces significant challenges, including legacy systems, regulatory constraints, risk aversion, and the need to balance digital transformation with traditional services.In this episode of Banking Transformed, we explore the dynamic landscape of banking product management with Puneet Chhahira, VP and Head of Product Management and Marketing at Infosys Finacle. Our conversation reveals how financial products are evolving beyond traditional services to meet changing

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49:31

Unlocking Growth Mode Series #3 How Banks Are Failing...

Banking Transformed with Jim Marous ·

2025/05/21

While consumer digital banking has seen tremendous innovation, commercial and wealth management sectors often lag behind, creating frustration for some of banking's most valuable customers.We're joined on the Banking Transformed podcast by Alex Jimenez, Lead Principal Consultant at Backbase. Alex helps us understand the critical differences between consumer, small business, commercial, and wealth solutions – and why a one-size-fits-all approach fails in today's competitive landscape. He also

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43:37

An Inside Look at Zions Bank's Core Systems...

Banking Transformed with Jim Marous ·

2025/05/20

In an industry where legacy infrastructure often dates back decades, core conversions represent immense challenges and transformative opportunities. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we had the opportunity to speak with Jennifer Smith, Chief Information Officer of Zions Bank, who has recently led one of banking's most complex technological undertakings: a complete core systems modernization. Jennifer will share invaluable

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53:57

Aligning Technology and Strategy for Banking Success

Banking Transformed with Jim Marous ·

2025/05/15

This episode of the Banking Transformed podcast, as part of the Experience Factor series, sponsored by Q2, tackles the persistent gap between recognized trends and strategic priorities revealed in the 2025 Retail Banking Trends report.Fabio Biasella from EngageFI helps listeners develop frameworks for ensuring technology investments directly enhance customer experiences rather than simply adding capabilities. We explore why only 7% of institutions have fully achieved their digital transformation

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44:27

How U.S. Bank is Building a Resilient Digital Bank

Banking Transformed with Jim Marous ·

2025/05/13

As financial institutions navigate an increasingly complex digital landscape, they face the dual challenge of driving innovation while maintaining the security and reliability that customers expect. Dominic Venturo, Senior Vice President and Chief Digital Officer at U.S. Bank, has been at the forefront of US Bank's digital transformation, helping his organization develop resilient systems that not only respond to change but anticipate it. As part of the Executive Leadership Series, sponsored by

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35:30

Unlocking Growth Mode Series #2 Bridging Digital...

Banking Transformed with Jim Marous ·

2025/05/07

In the financial services industry, we often see a critical gap between technological potential and practical implementation. Financial institutions must bridge this divide, moving beyond the excitement of new technology to achieve measurable outcomes that impact both customer experience and operational efficiency.Today, we're joined on the Banking Transformed podcast by Tara Lacey, Regional Vice President of Customer Success at Backbase. Tara has made her career focusing on what truly matters in

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