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Banking Transformed with Jim Marous

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Are you prepared to embrace change, take risks and disrupt yourself in response to the digital disruption in banking? If not, this podcast is for you. Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the leadership and cultural challenges facing the banking industry. Featuring interviews with some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.
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In an era where digital agility is the name of the game, many legacy banks struggle to keep pace with nimble fintech competitors. However, some traditional institutions are rising to the challenge, and BMO, a 200-year-old bank with $1 trillion in assets, is a prime example. Brianna Elsass, Head of US Digital Servicing and Technology at BMO Financia…
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In this special episode of Banking Transformed, recorded at MeridianLink LIVE, we sat down with Lynn Yznaga, SVP from Broadway Bank in San Antonio, Texas. The conversation covers the importance of digital growth and meeting customers where they are, to the delicate balance of risk sensitivity and streamlined processes. She also discusses the challe…
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In this episode of the Banking Transformed podcast, recorded live at the Financial Brand Forum, we're thrilled to have Dennis Devine, the CEO and President of Alliant Credit Union. On this show, we discuss how a digital-only financial institution, with a purpose-driven approach, can revolutionize the banking industry and generate unprecedented grow…
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By enabling secure data sharing between financial institutions, fintechs, and third-party providers, open banking can foster innovation, enhance competition, and ultimately deliver better financial products and services to customers. With open banking, consumers will be able to access personalized services, compare offerings from different provider…
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In an era where mobile and online banking are ubiquitous, it may surprise you to learn that physical bank branches are not only surviving but remain essential for many consumers. TD Bank's 2023 Consumer Distribution Survey reveals that 72% rank having nearby branches as a top factor in choosing their bank. A striking 84% visited a branch in the pas…
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We're excited to welcome April Clobes, CEO and President of MSU Federal Credit Union back to the Banking Transformed podcast, recorded live at the Financial Brand Forum, to discuss the power of innovation through dynamic co-creation. As credit unions face increasing competition from nimble fintechs and larger traditional players, finding new ways t…
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Today, we are joined on the Banking Transformed podcast by Abbas Merchant, ex- CMO and EVP at Regions Bank. It's clear that the role of the marketer is evolving, and those who can effectively harness the power of Gen AI while maintaining a focus on creativity, strategy, and consumer trust will be well-positioned for success. As a senior financial s…
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In an era of unprecedented change and disruption, innovation has become a critical driver of success for banks and financial institutions. But how can a large, established bank with thousands of branches and employees foster a culture of innovation and stay ahead of the curve? On the Banking Transformed podcast, recorded live at the Financial Brand…
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In today's rapidly evolving financial landscape, marketing has become a crucial driver of success for banks and credit unions. As consumer expectations shift and digital disruption accelerates, the role of the Chief Marketing Officer has never been more critical – or more complex. Recorded live at the Financial Brand Forum, I am joined on the Banki…
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As digital technologies rapidly transform the financial services landscape, banks and credit unions face the challenge of adapting to evolving consumer behaviors and expectations. In this episode of the Banking Transformed podcast, recorded at the Financial Brand Forum, we're thrilled to welcome back Derek White, CEO of Galileo and a true pioneer i…
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Delivering a seamless digital lending experience in banking requires a delicate balance between streamlining processes, leveraging data for personalization, and maintaining robust fraud prevention measures. In this episode of the Banking Transformed podcast, I sit down with Amber Isaku, VP of Lending at A+ Federal Credit Union, at the MeridianLink …
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In today's fast-paced digital world, customers expect their banks to provide personalized, seamless experiences that cater to their unique needs and preferences. To meet these expectations, banks must embrace innovative technologies that enable real-time, event-driven engagement. In this episode of Banking Transformed, we're excited to welcome Mari…
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In this episode of the Banking Transformed podcast, we're thrilled to have Matt Harris, a leading investor and thought leader in the fintech space, and a partner at Bain Capital Ventures. As traditional banks, neobanks, and fintechs continue to navigate an increasingly complex and competitive landscape, Matt's unique perspective and deep industry k…
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In this episode of Banking Transformed, we're excited to dive into the revolutionary world of generative AI and its potential to transform the banking industry. Our guest is Chris Gufford, Executive Director of Commercial Lending at nCino, who discusses an innovative solution that harnesses the power of generative AI to augment the banker experienc…
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In this episode of the Banking Transformed podcast, I’m thrilled to welcome Matt Covi, the CEO and Co-founder of Chimney, a fintech that's revolutionizing the way banks and credit unions engage with their customers with highly personalized product recommendations. Chimney's embedded financial tools, engage more customers digitally, generate core de…
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Today, we have the privilege of interviewing Tim Wheeler, Chief Lending Officer with Tennessee-based Fortera Credit Union for the Banking Transformed podcast. Time shares how Fortera has leveraged technology, challenged traditional thinking, and eliminated unnecessary friction points to create a seamless, efficient, and member-centric lending exper…
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In today's episode of Banking Transformed, our guest is Nicole Zimmermann, founder and CEO of ZELOCIN & Partners, a marketing communications consultancy. Nicole will share her insights on how legacy banking organizations can best assess their current branding, marketplace messaging, and marketing execution to move from the past to the future. She w…
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In this episode of the Banking Transformed podcast, we're excited to bring you an insightful conversation with three leaders from Meriwest Credit Union, a $2B community financial institution serving the Greater Bay Area of California and Pima County, Arizona. Despite the challenges posed by an uncertain economic environment, Meriwest Credit Union h…
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Today on Banking Transformed, we have the privilege of revisiting Scott Sanborn, CEO of LendingClub, the leading digital marketplace bank in the U.S. Since its inception, LendingClub has challenged the traditional banking model, leveraging technology and data to deliver better rates and products to its members. Scott shares his insights on the comp…
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In the rapidly evolving world of financial institution marketing, staying ahead of the curve requires a deep understanding of consumer preferences, market trends, and the effectiveness of various strategies. One of the most powerful tools in a financial institution marketer's arsenal is testing – a data-driven approach that enables banks and credit…
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In today's episode of Banking Transformed, we're excited to have Devesh Khare, Chief Product Officer at MeridianLink, on the show. In this episode, we'll be discussing the challenges financial institutions face today and how organizations are working to solve these challenges? Devesh also shares how the partnerships with solution providers have cha…
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In today's episode of the Banking Transformed podcast, we have Sriram Natarajan, President, Quinte Financial Technologies, a leading provider of cloud-based software solutions for financial institutions. In this episode, Sriram will discuss why AI’s true potential lies in its capacity to streamline processes, elevate decision-making capabilities, a…
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In today's episode of Banking Transformed, we have the privilege of speaking with Rodney Williams, the president and co-founder of SoLo Funds, a groundbreaking community banking platform. Rodney's personal journey and the mission of SoLo Funds are truly inspiring, as they work to empower financial inclusion and provide access to credit for those wh…
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In today's episode of Banking Transformed, we're excited to have Chris Maloof, Go-To-Market President at MeridianLink, a leading provider of cloud-based software solutions for financial institutions. In this episode, we'll be discussing the challenges banks face in their digital transformation journeys and how financial institutions can create seam…
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In an era where digital transformation is reshaping the financial services landscape, Alkami Technology, Inc. has taken a bold step forward with the launch of their Digital Sales & Service Maturity Model Assessment. This groundbreaking tool empowers banks and credit unions to evaluate their digital maturity and provides actionable insights to navig…
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