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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

41:24

Leveraging Data for Strategic Decisions and CX in...

Banking Transformed with Jim Marous ·

2024/09/26

In this episode of Banking Transformed, we explore the transformative power of data in the financial services industry. Joining us is Jeremiah Lotz, SVP of Product & Data Experience at Velera, formerly known as PSCU/Co-op Solutions.We discuss how banks and credit unions can harness data to drive strategic decisions, enhance customer experiences, and navigate the delicate balance between AI capabilities and human insights. Jeremiah also shares his expertise on developing effective data strategies,

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41:12

Fast-Tracking Generative AI Transformation in...

Banking Transformed with Jim Marous ·

2024/09/24

As financial institutions face growing competition and increasing regulatory pressure, AI could unlock unprecedented efficiency, innovation, and growth—if only they could overcome the hesitation that holds them back. In this episode of Banking Transformed, we sit down with Sandeep Mangaraj, Microsoft's Managing Director of Fintech, to explore the critical role of speed in AI transformation for financial services. Sandeep discusses the barriers to AI adoption in financial services, the risks of

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21:19

Balancing Speed and Security in Account Origination

Banking Transformed with Jim Marous ·

2024/09/17

In this episode of Banking Transformed, recorded at MeridianLink LIVE in Nashville, I interview Deanna Bublik, manager of product origination at American Airlines Federal Credit Union. Deanna offers unique insights into the digital transformation journey of a workplace credit union. We explore how American Airlines FCU is leveraging technology to enhance member experience, streamline operations, and tackle fraud prevention challenges. Deanna also emphasizes the importance of research, understanding

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52:28

Winning in an Era of Fragmented Banking Relationships

Banking Transformed with Jim Marous ·

2024/09/10

In an era of digital transformation reshaping the financial landscape, understanding shifts in consumer behavior is crucial for banks and credit unions aiming to stay competitive. Today, we have Dave Feuer, the Chief Product Officer at Galileo, on the Banking Transformed Podcast. We delve into the fragmentation of banking relationships, the satisfaction paradox, and the imperative for data-driven personalization across generations.We discuss the challenges and opportunities these shifts present for

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38:30

Unlocking Customer Opportunities with a 360-Degree...

Banking Transformed with Jim Marous ·

2024/09/05

Today we're joined on the Banking Transformed podcast by David Acevedo, president of 360View. David discusses the critical importance of developing a comprehensive understanding of customers in the banking industry. We delve into how a 360-degree customer view can transform marketing, analytics, product development, and overall customer experience.Acevedo discusses the challenges and benefits of implementing a holistic customer data strategy and provides practical advice for banks looking to

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46:29

How Money20/20 Mirrors Banking's Evolution

Banking Transformed with Jim Marous ·

2024/09/03

In this episode of Banking Transformed, we sit down with Scarlett Sieber, Chief Strategy & Growth Officer of Money20/20, to explore the remarkable journey of this unique fintech and financial services event. Since its inception in 2012, Money20/20 has grown from a startup conference to a global phenomenon, mirroring the rapid evolution of the banking industry itself. Scarlett shares insights on industry trends, the challenges facing traditional banks, and the innovations shaping our financial

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22:05

Balancing Risk and Speed in the New Era of Digital...

Banking Transformed with Jim Marous ·

2024/09/02

In this episode of Banking Transformed, recorded at MeridianLink LIVE in Nashville, I interview Janel Hartin, Senior Loan Administrator at Bangor Savings Bank. We discuss the bank's digital transformation journey, focusing on streamlining the lending process and enhancing customer experience. Hartin shares insights into Bangor Savings Bank's evolution from a paper-based lending system to a fully digital process, highlighting the bank's advancements in achieving rapid loan processing times and

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47:23

Desire for Data-Driven Personalization Unites...

Banking Transformed with Jim Marous ·

2024/08/27

Today on the Banking Transformed podcast, we’re joined by Jaime Dominguez, Principal Product Marketer at Q2, to discuss their groundbreaking report on cross-generational banking preferences. This study, conducted in partnership with Harris Research, offers crucial insights into how financial institutions can deliver personalized experiences across different age groups.We discuss the surprising similarities in banking preferences across generations, the high level of trust in the banking industry,

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50:04

Unpacking Credit Card Challenges and Opportunities...

Banking Transformed with Jim Marous ·

2024/08/22

As the credit landscape shifts under the pressures of economic changes, new technologies, and evolving consumer behaviors, financial institutions must explore how to adapt strategies to meet these challenges head-on.We are excited to have Josh Turnbull, VP of Card and Banking Strategy, and Craig LaChapelle, VP of Market Development at TransUnion, join us on the Banking Transformed podcast. They discuss the changing patterns in consumer credit management, the emergence of new user segments, and how

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37:16

New Credit Engagement Tool Supports Financial Wellness

Banking Transformed with Jim Marous ·

2024/08/20

We're excited to have JB Orecchia, CEO of SavvyMoney, joining us again on the Banking Transformed podcast to discuss their groundbreaking new product, Get My Rate. This innovative tool offers personalized loan pre-qualifications without impacting credit scores. We discuss how this solution allows consumers to get pre-qualified for multiple loan offers simultaneously, receive ongoing alerts when rates change in their favor, and how consumers benefit from continuous credit monitoring and expanded

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60:44

How Micro-Engagements Generate Sales and Build Loyalty

Banking Transformed with Jim Marous ·

2024/08/13

Personalized, real-time micro-engagements are more than just a trend – they're reshaping the future of banking. By leveraging technology to create meaningful, timely interactions, financial institutions can build stronger customer relationships, increase loyalty, and stay competitive in an ever-evolving digital landscape. On today’s episode of Banking Transformed, we’re joined by two industry leaders: Sarah Martin, CEO of Pulsate, a company at the forefront of mobile engagement technology, and Eric

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24:30

How Generations FCU Has Revolutionized the Speed of...

Banking Transformed with Jim Marous ·

2024/08/12

In this episode of Banking Transformed, recorded at MeridianLink LIVE!, we sit down with Kate Himes, VP of Consumer Lending at Generations FCU, to discuss the modernization of their lending platform, emphasizing the importance of efficient processes, member-centric service and risk management. She highlights their achievement of processing personal loans in under five minutes and explains how they leverage technology partners to streamline operations. Kate also addresses the challenges of

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54:50

How Higher Rates are Impacting Consumers & Financial...

Banking Transformed with Jim Marous ·

2024/08/06

Today on the Banking Transformed podcast, we're exploring the ripple effects of the recent high interest rate environment on both consumers and financial institutions.We're joined by Mark Leher, Director of Product Management at Alkami and Jim Perry, Senior Strategist at Market Insights who will unpack the insights from Alkami's comprehensive 2024 State of the Industry report. This report offers a data-driven look at how rising rates have transformed everything from housing and auto loans to

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46:03

How Alternative Data is Transforming Lending

Banking Transformed with Jim Marous ·

2024/08/01

As traditional credit scoring methods face increasing scrutiny and limitations, alternative credit data has emerged as a powerful tool for lenders looking to expand access to credit and drive profitability. In this special mini-series on the future of lending, sponsored by LoanPro, the Banking Transformed podcast is excited to welcome two industry leaders: Warren Hogarth, Co-Founder & CEO of Empower, and Colton Pond, Chief Marketing Officer at LoanPro.Our guests explore examples of alternative

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45:39

The Art of Standing Out in Financial Service Marketing

Banking Transformed with Jim Marous ·

2024/07/30

In an industry where products and services often seem indistinguishable, financial institutions must differentiate themselves and create meaningful connections with their audiences. From leveraging cutting-edge marketing strategies to crafting unique brand narratives, banks and credit unions must create engagement by providing value each day.On today’s episode of Banking Transformed, we'll explore the challenges and opportunities facing financial marketers today with Eric Fulwiler, a great friend

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39:47

Modernizing Payment Solutions for Small Businesses

Banking Transformed with Jim Marous ·

2024/07/25

In this episode of Banking Transformed we have Jeff Horowitz, EVP of Transcard, who discusses the importance of modernizing payment solutions for small businesses.Jeff delves into the common challenges small businesses encounter with payment processing, such as high fees, security concerns, and integration issues and how financial institutions now have digital solutions they can offer through third-party providers. Jeff also shares his vision for the future of global digital payments, highlighting

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45:44

How Innovation Can Drive Growth in Lending

Banking Transformed with Jim Marous ·

2024/07/24

As the lending landscape continues to rapidly evolve, financial institutions must embrace innovation and collaboration to remain competitive. In this special mini-series on the future of lending, sponsored by LoanPro, we are joined by Charley Ma Co-Founder & Managing Partner at Exponent Founders Capital and Colton Pond, Chief Marketing Officer at LoanPro. They discuss the importance of innovation in lending, emphasizing the difference between noise and emerging opportunities.Jonas and Colton also

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38:55

Cultivating a Culture of Continuous Learning

Banking Transformed with Jim Marous ·

2024/07/23

As the banking industry evolves, modern technology may make all the headlines, but leaders must embrace change, challenge conventional thinking, and proactively seek new growth and innovation opportunities. In today's episode of Banking Transformed, we are honored to have Faisal Hoque, best-selling author and winner of the Deloitte Technology Fast 50™ designation. He discusses how influential leaders understand the importance of continuous learning and development for themselves and their employees

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24:50

Using Data for Credit Management and Financial Wellness

Banking Transformed with Jim Marous ·

2024/07/22

In this episode of Banking Transformed, recorded at MeridianLink LIVE!, we sit down with David Park, Vice President and Director of Loan Operations at Franklin Mint Federal Credit Union. David shares insights into using innovative credit and data management approaches to enhance member relationships and financial wellness. David also discusses how a unique personal line of credit product can support financial security while stemming potential attrition and the importance of understanding the member

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41:25

Building a Future-Ready Digital Banking Platform

Banking Transformed with Jim Marous ·

2024/07/18

The evolution of digital banking has transformed from assisting with basic transactions to providing integrated platforms that provide seamless DIY experiences across devices. This evolution has been driven by advancements in technology, changing consumer expectations, and the entry of fintech and big tech competitors.Today, banks are increasingly focused on user experience, personalization, and real-time functionality, while also enhancing security measures to build digital trust. In this episode

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