Bankadelic: The colorful side of finance

00:29:03

EPISODE 225: ARTIFICIAL INTELLIGENCE GETS REAL IN...

Bankadelic: The colorful side of finance ·

2026/04/10

The fact is that today, much of the small business lending world moves at horse and buggy speed. Old school applications? Check. Bank PDFs? Check. Four week decision times? Check. Time to cross off all those check marks and add a definitive game changer to the mix. On this episode, Casca CEO Lukas Haffer explains how he brought the financial pain points learned at Stanford into the real world, making lending -- for instituions of all sizes -- move at the speed of real life.

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00:37:08

EPISODE 224 OR SO: BANKADELIC'S APRIL FOOLS DAY PODCAST

Bankadelic: The colorful side of finance ·

2026/03/30

If you think the joke’s on you, you’d almost be correct: It’s on Lou, as he does his absolute best not to look like a dumbass in the presence of three guests who know their fintech, AI and then some. What were banks fooled by? Where do they get the last laugh? All that and more, with special appearances from three of Bankadelic’s Not Ready for Prime Rate Players: billionaire Worthington Bigbucks, Elmo the Gentleman Farmer (who knows more about silos than ay CTO) and Sarge, the trainer/taskmaster at

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00:24:44

EPISODE 223: SMALL BUSINESS CAPITAL AT THE CROSSROADS

Bankadelic: The colorful side of finance ·

2026/03/18

The uncertain economic environment that has sent gas prices soaring and tossed the stock market topsy-turvy has created ripples felt throughout financial services, especially at the level where small businesses need to secure money to grow and function. Will Tumulty, the CEO at Rapid Finance, explains how small businesses can beat the odds, obtain funding the smart way and leverage advances in artificial intelligence.

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00:23:35

EPISODE 222: AI—TOY OR TOOL, HYPE OR HOPE?

Bankadelic: The colorful side of finance ·

2026/03/13

As financial institutions grapple with some serious issues, from fraud to disconnected workflows, many are rushing — in some cases too fast — to enlist AI as the Bot in Shining Armor. Sriram Natarajan, President at Quinte Financial Technologies Inc., walks us through smart ways to think about AI and employ it as a tool to address challenges when given the right data, focus, and end-to-end visioning.

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00:25:11

EPISODE 221: PRE-IPO LIQUIDITY AND THE BOOMING IPO...

Bankadelic: The colorful side of finance ·

2026/03/04

With 2026 set to be a record-breaking year on the IPO front, our guest Greg Martin, Founding Partner of Liquid Stock, weighs in on what he sees over a range of high-flying companies from SpaceX to OpenAI. He also discusses the pain point his company aims to solve: helping employees tap into their liquidity during the often long ramp-up to a business going public.

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00:31:28

EPISODE 220: A COMMUNITY BANKING LEADER AND FINTECH...

Bankadelic: The colorful side of finance ·

2026/02/19

Jill Castilla of Citizens Bank of Edmond has been recognized time and again as one of the financial sevices industry’s leading lights. Kian Sarreshteh of InvestiFi has brainstormed how to bring digital investing inside traditional accounts. On this special episode of Bankadelic, Kian and Jill share how they’ve brought the InvestiFi platform to Citizens Bank account holders, giving them an easier way to invest (even in crypto) while maintaining the stellar customer attention and service community FIs

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00:46:04

EPISODE 219: THE 2026 BANKADELIC VALENTINE'S DAY...

Bankadelic: The colorful side of finance ·

2026/02/13

Who says you cabn't declare your bankiinglove twice in one week? In this second special Valentine's Day episodes, four Cupids of Coin gather to discuss their loves, loathes and hopes in banking. The goss in 2026 is whether AI is the white knight on a silicon stallion, or a two-timin' hallucinating player. Join us as we solve that mystery and many others in the relam of love and finance.Our guests: Tyler Brantley, VP of sales and partnership, VerticeAI Josh DeTar, EVP of Evangelism, Tyfone Jessica

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00:28:50

EPISODE 218 : THE 2026 BANKADELIC VALENTINE'S DAY...

Bankadelic: The colorful side of finance ·

2026/02/11

In love with banking? Feeling jilted by AI? Is your fintech life a box of chocolates? Whatever the state of your financial attachments, Bankadelic invites you back to another two-part holiday special, featuring three fabulous guests sharing their views on the state of banking play in 2026. Resident Bankadelic tycoon Worthington Bigbucks also drops by to deliver a Shakesperean sonnet that shares the sad tale of his luvvy-duvvy running off with his chauffer. Our guests: Sarah Koulogeorge, Director

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00:27:05

EPISODE 217: EDUCATE, LISTEN , LEAD: HOW A MORTGAGE...

Bankadelic: The colorful side of finance ·

2026/02/09

While many prospective homebuyers are living the American Dream Deferred, others are finding their way thanks to committed professionals who understand how to turn knowledge gaps into opportunities to educate and win customer loyalty. Jeremy Davis, President of Mortgage at Southern Bancorp, describes his successful business approach centered on consumer education and community involvement:. His hands-on style serves an overarching philosophy that margin and mission are not mutually exclusive.

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00:24:42

EPISODE 216: THE DIGITAL CD RENAISSANCE--AND THE MAN...

Bankadelic: The colorful side of finance ·

2026/01/30

Certificates of deposit have been around since the days of bank vacation clubs and paper passbooks. But they’ve caught up to the digital age, and then some, thanks to the vision and passion of a Seattle-based banker. John Blizzard, Founder of CD Valet, takes us through the ins and outs of an online destination that offers customers some 40,000 choices, likely making it the largest such marketplace in the world. He also shares his views on how forces ranging from AI-driven search to interest rate

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00:25:44

EPISODE 215: BANKADELIC'S FIVE FINANCIAL SERVICES...

Bankadelic: The colorful side of finance ·

2026/01/13

So AI is on the rise for FIs: Tell us something we don't already know. But will agentic AI gain traction? Will banks hyperpersonalize with all that data or just muck about in the ones and zeroes? How will community banks and credit unions assert their relevance? The questions abound in 2026, and Bankadelic's got answers, based on interviews, McKinsey intelligence, statistics and more. Stick around, and you'll also get foolish forecasts from Elmo the Gentleman Farmer, Dr. Compliars, the Bankadelic

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00:21:27

EPISODE 214: THE AI 4: WILL 2026 BE THE YEAR OF...

Bankadelic: The colorful side of finance ·

2025/12/31

As part of our ongoing series on the biggest tech breakthrough in history, Bankadelic's "AI 4" experts tackle the subject of hyper-personalization. The idea that every bank customer is different--and thus should be treated as an individual--is common sense. Yet too often, financial institutions rely on "spray and pray" emails and generic loan offers that have nothing to do with the person who gets them. Our distinguished panel assesses the current state of hyper-personalization and whether 2026

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00:24:21

EPISODE 213: NEW YEAR’S RESOLUTIONS FOR IN-DEBT...

Bankadelic: The colorful side of finance ·

2025/12/29

As credit card APRs continue to soar, consumers remain addicted to the habit of putting everything on plastic, especially around the holidays. With the arrival of 2026, LendingClub Chief Customer Officer Mark Elliot walks us through how consumers can leverage debit cards to recover financial sanity, how banks can better promote financial wellness—and how his organization provides free tools such as DebtIQ to help people get smarter about monitoring and managing personal debt.Disclaimer: Please

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00:33:03

EPISODE 212: THE BANKADELIC 2025 HOLIDAY EXTRAVAGANZA

Bankadelic: The colorful side of finance ·

2025/12/24

It's that time of year again, when Banka Claus and his Bankadelic Elves come round to share holiday presents and cheer ... and four special guests offer their best banking insights: the highs, lows and hopes for the year ahead. They also dish about the holiday gifts that didn't quite work as we present the second annual Preetha Pulusani Leather Purse for Vegans Award, named in honor of DeepTarget's CEO and her story of what not to give a dedicated animal uber-lover. Our guests: Alex Demyanets,

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00:03:08

JOHNNY DA BIG READS "DA NIGHT BEFORE XMAS" A.K.A. ...

Bankadelic: The colorful side of finance ·

2025/12/24

Just when you thought the holidays were safe from Bankadelic insanity, along comes resident wise guy Johnny Da Big with his version of "The Night Before Christmans," featuring that syndicate boss in the red suit, Nicky Da Saint. Craps games, law enforcement raids, bare-knuckled insults ... it'll have you dreaming of a White Chrstmas, or any other kind for that matter, rather than this one.

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00:32:46

EPISODE 211 : A MARKETWATCH COLUMNIST SHARES A...

Bankadelic: The colorful side of finance ·

2025/12/22

Those compelled to assist an ailing parent with their finances — and that’s likely you or someone you know — could look for a playbook. Or seek out an expert. Or learn from someone’s personal story. But how about all three? Beth Pinsker, CFP, and retirement columnist for MarketWatch shares her hard-won insights, rock-solid advice and the ways banks can do better in her just-released book “My Mother’s Money.” Beth also dishes on the mysterious "medallion stamp," a tool financial institutions

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00:38:35

A BANKADELIC EPISODE 200 CELEBRATION

Bankadelic: The colorful side of finance ·

2025/12/18

Leave it to us to mount our milestone 200th podcast 9 episodes late. But we also do things a bit differently at the Bankadelic Bunker. Here to help us mark the occasion, William Mills Agency EVP Catherine Laws turns the tables on host Lou Carlozo and interviews HIM. What does he have to say for himself? Find out, and take in all the well wishes from fintech industry stars, an executioner and a farmer--as well as that reident wiseguy, Johnny Da Big. A spirited, fun celebration and a seamless

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00:26:37

EPISODE 210: HOW COMMUNITY FIs CAN WIN THE DATA AND...

Bankadelic: The colorful side of finance ·

2025/12/12

Before banks of any size can make the most of risk-informed business intelligence, they have to get their data act together and their business priorities straight. Edward Vincent, the CEO at Lumio Solutions, discusses smart data strategy at a time when AI is taking center stage ... even though many banking execs aren't exactly sure how to use it. The goal, as Vincent describes it, is to help decision makers spend more time focused on what matters most: serving customers and engaging with their

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00:29:13

EPISODE 209: A CFPB PIONEER TURNS CONSUMER COMPLAINTS...

Bankadelic: The colorful side of finance ·

2025/12/05

Even with the year-long purge of long-standing federal government agencies, the Consumer Financial Protection Bureau still stands as a bulwark for people who seek information and resources in their dealings with financial institutions. On this episode, James 'Jim” McCarthy of McCarthy Hatch shares about his days getting the bureau off the ground—and how his company utilizes real-time risk prediction for the consumer financial industry to smooth the path for consumers and FIs to achieve positive

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00:25:12

EPISODE 208 : THE BANKADELIC 2025 BANKSGIVING...

Bankadelic: The colorful side of finance ·

2025/11/26

It’s a long Thanksgiving road trip… Back Friday sales have been going on since August … and someone’s gonna pick a fight over the drumstick. So why not treat yourself before the Turkey Day going gets tough so we’ve got a gift for you no turkey could come close to topping. Join us as our three panelists gather ‘round the table to discuss what they’re thankful for, even as they nominate winners for the First Annual Bankadelic Tofurkey Award, in honor(?) of the one thing we could do without in

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