Jim Marous

speaker

5,037 appearances 35 recordings 1 series first heard May 2026 last heard 12 Aug

Jim Marous’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 14.

Appearances

newest first · ▶ plays the moment

Banking Transformed with Jim Marous · How to Maximize Relationship Depth · 11 Aug 2026 podcast

you said matched

a lot of your research and discussion I've heard you have that primacy is earned when the first mile is choreographed. matched

What does that mean? matched

When you talk choreographs, I'm assuming that it's it's looking at personalization, it's looking at each account somewhat differently, but how do you work with a financial institution to help choreograph that first mile? matched

So matched

When you sign up, I mean, as you said, the prospect world is flush with organizations that aren't hitting their hitting a stride with the new accounts they're generating. matched

We're all interested, every institution is interested in growth, in growing balances, and growing relationships and getting primacy. matched

What does Sway Stack bring to the financial institution to partner with them, to hold their hand, to get to move the needle and and and if you could give an example of of actually your your process with one of your your organizations you've done well in and talking about where they started, where they ended and how you got them there. matched

I'm sorry to interrupt you, but how do you get them to fund? matched

You use email, do you use you know, use uh text? matched

How how do you actually get them to fund the account when they've already opened it digitally and and and it's been dormant for even twenty four hours, let's say? matched

Let's take a short break here and recognize the sponsor of this podcast. matched

So you're really taking a what I'm gonna call a traditional onboarding process and making it seamless within an organization matched

basically you're you're giving the tools to make it work. matched

I mean, because uh interestingly, I I think that most retail banking people and most marketing teams and things matched

Know what they should do. matched

But the problem is actually putting it in place. matched

So you actually, I'm gonna say hold their hand. matched

That's that's that's maybe derogatory, but the bottom line is you help them get over that hurdle of actually what works, when it works, and how it works. matched

You've broken down the friction that the customer would have towards doing what the matched

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