Banking Transformed with Jim Marous

The Art of Standing Out in Financial Service Marketing

30 Jul 2024

Contributed by Lukas

In an industry where products and services often seem indistinguishable, financial institutions must differentiate themselves and create meaningful co...

Modernizing Payment Solutions for Small Businesses

25 Jul 2024

Contributed by Lukas

In this episode of Banking Transformed we have Jeff Horowitz, EVP of Transcard, who discusses the importance of modernizing payment solutions for sm...

How Innovation Can Drive Growth in Lending

24 Jul 2024

Contributed by Lukas

As the lending landscape continues to rapidly evolve, financial institutions must embrace innovation and collaboration to remain competitive. In this ...

Cultivating a Culture of Continuous Learning

23 Jul 2024

Contributed by Lukas

As the banking industry evolves, modern technology may make all the headlines, but leaders must embrace change, challenge conventional thinking, and p...

Using Data for Credit Management and Financial Wellness

22 Jul 2024

Contributed by Lukas

In this episode of Banking Transformed, recorded at MeridianLink LIVE!, we sit down with David Park, Vice President and Director of Loan Operations a...

Building a Future-Ready Digital Banking Platform

18 Jul 2024

Contributed by Lukas

The evolution of digital banking has transformed from assisting with basic transactions to providing integrated platforms that provide seamless DIY ex...

Achieving Growth with Personalized Digital Offering

17 Jul 2024

Contributed by Lukas

As competition in the credit and lending space intensifies, financial institutions are seeking ways to differentiate themselves through personalizatio...

John Hope Bryant’s Vision on Building a New American Middle Class

16 Jul 2024

Contributed by Lukas

In this episode of Banking Transformed, we sit down with John Hope Bryant, the visionary behind Operation HOPE, Inc. John shares his journey from foun...

Mastering AI-Powered Personalization for Long-Term Growth

11 Jul 2024

Contributed by Lukas

Personalizing experiences across the entire customer lifecycle has emerged as a critical strategy for engaging customers and driving growth in banking...

The Secret Sauce of Hiring and Retention in the Digital Era

09 Jul 2024

Contributed by Lukas

As banks and credit unions continue to navigate the rapidly evolving landscape of digital transformation, developing a skilled and adaptable workforce...

Building a Digital-First Mindset in Banking

02 Jul 2024

Contributed by Lukas

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 tradit...

How a $5B Bank Modernized Digital Lending

01 Jul 2024

Contributed by Lukas

In this special episode of Banking Transformed, recorded at MeridianLink LIVE, we sat down with Lynn Yznaga, SVP from Broadway Bank in San Antonio, T...

The Power of Purpose in Banking

27 Jun 2024

Contributed by Lukas

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 Pr...

Navigating the Potential of Open Banking

26 Jun 2024

Contributed by Lukas

By enabling secure data sharing between financial institutions, fintechs, and third-party providers, open banking can foster innovation, enhance compe...

The Future of Branches in a Digital Age

25 Jun 2024

Contributed by Lukas

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 e...

Innovation Through Dynamic Co-Creation

20 Jun 2024

Contributed by Lukas

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 F...

How Gen AI is Reshaping Bank Marketing

19 Jun 2024

Contributed by Lukas

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...

Rethinking Innovation During Unparalleled Change

18 Jun 2024

Contributed by Lukas

In an era of unprecedented change and disruption, innovation has become a critical driver of success for banks and financial institutions. But how can...

CMO Unplugged: The Art and Science of Marketing in the Future

13 Jun 2024

Contributed by Lukas

In today's rapidly evolving financial landscape, marketing has become a crucial driver of success for banks and credit unions. As consumer expectation...

The Future of Banking: Beyond the Glass

11 Jun 2024

Contributed by Lukas

As digital technologies rapidly transform the financial services landscape, banks and credit unions face the challenge of adapting to evolving consume...

Leveraging data to personalize the lending experience

10 Jun 2024

Contributed by Lukas

Delivering a seamless digital lending experience in banking requires a delicate balance between streamlining processes, leveraging data for personaliz...

Transforming Banking with Real-Time Engagement

06 Jun 2024

Contributed by Lukas

In today's fast-paced digital world, customers expect their banks to provide personalized, seamless experiences that cater to their unique needs and p...

The Evolving Relationship Between Fintechs and Traditional Banks

04 Jun 2024

Contributed by Lukas

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, a...

Augmenting Bankers with Generative AI Solutions

30 May 2024

Contributed by Lukas

In this episode of Banking Transformed, we're excited to dive into the revolutionary world of generative AI and its potential to transform the bankin...

Chimney: Leveraging Data to Build Seamless Engagement

28 May 2024

Contributed by Lukas

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 revoluti...

Removing Friction from the Lending Experience

22 May 2024

Contributed by Lukas

Today, we have the privilege of interviewing Tim Wheeler, Chief Lending Officer with Tennessee-based Fortera Credit Union for the Banking Transformed...

Reimagining Bank Marketing for a New Era

21 May 2024

Contributed by Lukas

In today's episode of Banking Transformed, our guest is Nicole Zimmermann, founder and CEO of ZELOCIN & Partners, a marketing communications consulta...

Embracing a Culture of Continuous Innovation at Scale

16 May 2024

Contributed by Lukas

In this episode of the Banking Transformed podcast, we're excited to bring you an insightful conversation with three leaders from Meriwest Credit Uni...

LendingClub's Vision for the Future of Digital Banking

14 May 2024

Contributed by Lukas

Today on Banking Transformed, we have the privilege of revisiting Scott Sanborn, CEO of LendingClub, the leading digital marketplace bank in the U.S....

Maximizing Your Marketing ROI With Effective Testing

09 May 2024

Contributed by Lukas

In the rapidly evolving world of financial institution marketing, staying ahead of the curve requires a deep understanding of consumer preferences, ma...

What Keeps Financial Executives Up at Night?

07 May 2024

Contributed by Lukas

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, w...

Generative AI in Banking: From Hype to Value Creation

02 May 2024

Contributed by Lukas

In today's episode of the Banking Transformed podcast, we have Sriram Natarajan, President, Quinte Financial Technologies, a leading provider of clou...

SoLo Funds: The Future of Community Finance

30 Apr 2024

Contributed by Lukas

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 grou...

Unlocking Growth with Seamless Digital Account Opening and Lending

23 Apr 2024

Contributed by Lukas

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-ba...

Alkami Unveils Game-Changing Digital Maturity Assessment Tool for Financial Institutions

09 Apr 2024

Contributed by Lukas

In an era where digital transformation is reshaping the financial services landscape, Alkami Technology, Inc. has taken a bold step forward with the l...

How Community Banks Can Win the Business Banking Battle

26 Mar 2024

Contributed by Lukas

Today, we're diving deep into the world of business banking on the Banking Transformed Podcast. As the landscape of commercial banking continues to ev...

Generative AI Use Cases and Adoption Patterns in Banking

19 Mar 2024

Contributed by Lukas

In today's episode of the Banking Transformed Podcast, we are joined by Daragh Morrissey, the Director of AI at Microsoft Worldwide Financial Services...

Key Leadership Trends to Embrace NOW

12 Mar 2024

Contributed by Lukas

In today's episode of the Banking Transformed podcast, we are revisited by Jacob Morgan, four-time best-selling author and renowned leadership futuri...

Demystifying Pricing of Banking Services

05 Mar 2024

Contributed by Lukas

I’m thrilled to welcome Melina Palmer to the Banking Transformed podcast. Melina is the CEO of The Brainy Business and author of the new book “Th...

Hacking Attention: Mastering Social Selling in Banking

27 Feb 2024

Contributed by Lukas

I’m delighted to have Dr. Robin Kiera, financial services marketing expert and author of the new book, Attention Hacking: The Power of Social Media ...

Unlocking Growth by Tearing Down Data Silos

22 Feb 2024

Contributed by Lukas

I'm excited to have Kim Snyder, CEO and Founder of KlariVis, on the Banking Transformed podcast. Kim brings over a decade of financial leadership exp...

Building Financial Wellness Strengthens Relationships

20 Feb 2024

Contributed by Lukas

I’m thrilled to have Rochelle Gorey, founder and CEO of fintech startup Springfour, and Anuj Vohra, Head of North American Collections at BMO Financ...

Decoding the Digital Banking Trends of 2024

13 Feb 2024

Contributed by Lukas

Today, we're thrilled to have Michael Abbott, Senior Managing Director – Global Banking Lead at Accenture on the Banking Transformed podcast. On th...

Mike Walsh: GenAI Will Unlock the Potential of Human Intelligence

06 Feb 2024

Contributed by Lukas

I’m thrilled to have global futurist Mike Walsh back on the Banking Transformed podcast. Mike's expertise in AI-powered organizations and his visio...

Beyond Phantom Growth: Building Real Relationships

01 Feb 2024

Contributed by Lukas

I'm thrilled to welcome back Gabe Krajicek, CEO of financial solutions provider Kasasa on the Banking Transformed podcast. Gabe joins us to discuss t...

Platform Strategies Fuel Innovation and Growth in Banking

30 Jan 2024

Contributed by Lukas

To stay competitive, banks and credit unions must evaluate the viability of platform strategies that can provide superior customer experiences, tap in...

Lessons in Digital Dexterity from Travis Credit Union

23 Jan 2024

Contributed by Lukas

I'm excited to have Grant Karsas, VP of Digital Experience at Travis Credit Union, on the Banking Transformed podcast. Grant oversees the member-faci...

The Increasing Importance of Data Resilience

18 Jan 2024

Contributed by Lukas

How prepared is your organization to move forward without fear in the face of ransomware, cyberthreats, ongoing digital transformation, and hybrid clo...

Future of Community Banking with Rebeca Romero Rainey of ICBA

16 Jan 2024

Contributed by Lukas

We're honored to host Rebeca Romero Rainey, President and CEO of the Independent Community Bankers of America (ICBA) on the Banking Transformed podcas...

Profiles in Leadership | Megan (Caywood) Cooper

02 Jan 2024

Contributed by Lukas

I’m so pleased to welcome Megan (Caywood) Cooper, newly appointed Chief Product Officer at ClearBank, to the Banking Transformed podcast. Boasting ...

Adapting for 2024 Banking Success

26 Dec 2023

Contributed by Lukas

I'm excited to welcome Pål Krogdahl, Director of Technology Strategy and Advisory Services at Samlink, to the Banking Transformed podcast. Pål rece...

Inside Story: Ally & Microsoft Groundbreaking AI Collaboration

19 Dec 2023

Contributed by Lukas

The launch of Ally’s self-built AI platform Ally.ai in collaboration with Microsoft represents a measured yet trailblazing foray into next-gen techn...

How Emerging Tech, Data and AI are Reinventing Bank Marketing

28 Nov 2023

Contributed by Lukas

Allison Cerra, Chief Marketing Officer at Alkami Technologies joins me on the Banking Transformed podcast. Allison has seen marketing evolve tremendo...

Predicting the Unpredictable: Banking's Next Decade

21 Nov 2023

Contributed by Lukas

As we stand on the brink of 2024, it is important to unravel the seismic shifts poised to redefine the industry over the next year and beyond. Digital...

The Future Normal: Navigating the Next Decade and Beyond

14 Nov 2023

Contributed by Lukas

Today on the Banking Transformed podcast, we dive into a discussion about the coming decade with none other than Rohit Bhargava, a trend curator and ...

How Generative AI is Changing the Face of Financial Services

09 Nov 2023

Contributed by Lukas

Generative AI is pushing financial institutions to rethink how they work in exciting ways. Early adopters are already seeing the benefits. But, before...

Generative AI: Hit the Gas or Pump the Break?

31 Oct 2023

Contributed by Lukas

In this episode of Banking Transformed, we delve into the world of generative AI with Ron Shevlin, Chief Research Officer at Cornerstone Advisors. As...

Harnessing Trends to Build a Stronger Future

24 Oct 2023

Contributed by Lukas

Joining us on the Banking Transformed podcast is Rob Rubin, general manager of financial services at Insider Intelligence. In this interview, we unr...

Building Deeper Relationships with Data-Driven Journeys

19 Oct 2023

Contributed by Lukas

Today, we welcome James White, general manager of banking at Total Expert, to the Banking Transformed podcast. In today's digital world, understandin...

The Future of Payments is Now: How Banks Can Keep Pace

12 Oct 2023

Contributed by Lukas

In this episode of Banking Transformed, we have the privilege of speaking with Jon Budd and Dr. Jorge Jimenez, the CEO and president of Juniper Paym...

Beyond the Hype: How Web3 Will Transform Banking

10 Oct 2023

Contributed by Lukas

Joining us on the Banking Transformed podcast is Alex Tapscott, co-founder of the Blockchain Research Institute and author of the highly anticipated...

Optimizing Consumer Journeys with Data, Technology and AI

05 Oct 2023

Contributed by Lukas

In today's digital era, consumer expectations for personalized and seamless experiences are higher than ever. For banks, optimizing engagement to driv...

SavvyMoney CEO Explores the Future of Credit Engagement

03 Oct 2023

Contributed by Lukas

JB Orecchia, president and CEO of SavvyMoney, joins me today on the Banking Transformed podcast. SavvyMoney is a leading provider of personalized cr...

Building a Human-Centric Workplace Model for the Future

28 Sep 2023

Contributed by Lukas

According to our Banking Transformed podcast guest, Alexia Cambon, senior director of research at Microsoft, “There is no going back to the way we w...

Navigating the Future of Hybrid Cloud in Finance

26 Sep 2023

Contributed by Lukas

In this episode, the Banking Transformed podcast is at Sibos 2023 in Toronto, Ontario where we are joined by Judith Pinto and Prakash Pattni from IB...

Engaging Gen Z - Crafting a New Era of Digital Banking

19 Sep 2023

Contributed by Lukas

With their unique preferences, behaviors, and technological fluency, Gen Z and younger consumers are reshaping the landscape of banking products, chan...

Embedded Banking: The Imperative Transformation for Digital Success

14 Sep 2023

Contributed by Lukas

The digital revolution is transforming banking as we know it. Consumers today want personalized, seamless financial services integrated into the platf...

Customer Success Principles to Improve Your Customer Effort Score (CES)

13 Sep 2023

Contributed by Lukas

In today's competitive landscape, financial institutions must adopt a customer-centric culture focused on loyalty and lifetime value to thrive. My gue...

Leadership Journey: From Legacy Bank to Fintech Foundry

12 Sep 2023

Contributed by Lukas

I'm joined on the Banking Transformed podcast by Rakefet Russak-Aminoach, a trailblazer in digital banking innovation. Rakefet led the transformatio...

How Generative AI Will Revolutionize Financial Services

06 Sep 2023

Contributed by Lukas

Generative AI is poised to revolutionize the financial services industry. According to new research from IBM, the market for generative AI in finance ...

Composable Solutions Enables Scaleable Digital Evolution

05 Sep 2023

Contributed by Lukas

On today’s Banking Transformed podcast, I'm thrilled to be joined by Brandon McGee, Chief Digital Strategy Officer at A+ Federal Credit Union, who ...

The Security Imperative of Banking Transformation

31 Aug 2023

Contributed by Lukas

From the complexities of legacy infrastructure to the nuances of modern app development and the ever-evolving threat landscape, banking is faced with ...

Community Financial Institutions: Going Beyond Being Friendly

29 Aug 2023

Contributed by Lukas

Community banks, deeply rooted in their local domains, have played a pivotal role in supporting the financial needs of individuals, small businesses, ...

Retail Banking Mid-Year Assessment: Jobs to be Done

22 Aug 2023

Contributed by Lukas

We’re at the midpoint of 2023, making this the perfect time to take stock of the major trends shaping retail banking globally and look ahead to the ...

The Strategic Advantage of AI Maturity in Banking

15 Aug 2023

Contributed by Lukas

As artificial intelligence (AI) continues to advance and reshape banking, achieving a high level of AI maturity becomes crucial for financial institut...

The Promise and Peril of ChatGPT in Banking Part 2

08 Aug 2023

Contributed by Lukas

This is the second part of a two-part in-depth Banking Transformed podcast interview on generative AI and ChatGPT in banking with Brian Roemmele, Pr...

The Promise and Peril of ChatGPT in Banking Part 1

01 Aug 2023

Contributed by Lukas

With the rise of generative AI (ChatGPT) and its increasing impact on various sectors, including banking, it's crucial to examine how these advancemen...

The Future of Fintechs in Disrupted Times

25 Jul 2023

Contributed by Lukas

Fintech firms are currently facing a series of challenges stemming from a variety of factors, including dropping venture capital (VC) funding, the fai...

Building Personalized Engagement Across Customer Lifecycles

20 Jul 2023

Contributed by Lukas

Advancements in digital banking technologies, like mobile apps, chatbots and digital wallets allow banks to provide always-on, personalized experience...

Strategic Priorities of Today’s Banks and Credit Unions

18 Jul 2023

Contributed by Lukas

2023 has presented many challenges for financial institutions. Record-breaking inflation, rapidly rising interest rates, reduced loan demand, and decl...

Enhancing Customer Experiences Through Collaboration

13 Jul 2023

Contributed by Lukas

From virtual and embedded experiences to digital payments and the power of AI, digital banking experiences can be enhanced at every touchpoint. With s...

Jenius Bank: A New Digital-Only Bank with a 400 Year History

11 Jul 2023

Contributed by Lukas

Creating a separate digital-only bank by a legacy financial institution is an opportunity to build a new, high-growth business that leverages the pare...

Rewiring for Digital Banking Transformation Success

05 Jul 2023

Contributed by Lukas

Many financial insrtitutions are stuck with digital transformations that are not moving the needle. In the new book, “Rewired: The McKinsey Guide to...

The Inspirational Journey of a Financial Technology Leader

03 Jul 2023

Contributed by Lukas

Being a leader in today’s banking ecosystem can be challenging when everything around us is changing so fast. The ability to pivot, be flexible and ...

Growth Requires an Experience Mindset

27 Jun 2023

Contributed by Lukas

Companies with engaged employees experience lower turnover, higher productivity, improved communication and collaboration, enhanced customer service a...

The Evolution and Future of Banking as a Service (BaaS)

20 Jun 2023

Contributed by Lukas

The banking industry is undergoing a transformation as changing customer expectations and disruption from non-traditional financial players force trad...

The Strategic Power of Embedded Finance

14 Jun 2023

Contributed by Lukas

Money 20/20 offers an amazing view into the future of banking and fintech with hundreds of participating organizations and thousands of attendees from...

The Battle for Retail Banking Deposits Goes Beyond High Rates

13 Jun 2023

Contributed by Lukas

Gone are the days of ultra-low interest rates when generating deposits and making loans was easy. Today, small and mid-sized financial institutions ar...

Innovation Driven by Internal and External Collaboration

09 Jun 2023

Contributed by Lukas

The 2023 Retail Banking Trends and Priorities found that 60% of financial institutions are meeting the digital banking needs of customers through coll...

The Future of Niche Banks

08 Jun 2023

Contributed by Lukas

Fueled by the growth of plug-and-play banking infrastructure, startup niche banks have emerged that cater to a varied assortment of segments, includin...

The Future of Wearable Technology and Payments

06 Jun 2023

Contributed by Lukas

The global wearable device market is expected to reach $62.82 billion by 2025. Wearable technology holds potential to revolutionize the way people int...

Money 2020 Europe: AI Takes Center Stage in Banking Transformation

31 May 2023

Contributed by Lukas

Our expectations of what a bank is, and customers will engage with financial services has changed immensely over the past several years. And that chan...

Driving Growth with a Financial Marketing Playbook

30 May 2023

Contributed by Lukas

Technological advances, regulatory changes, and rising consumer expectations have led to a tidal wave of challenges for the financial marketer. While ...

Money 2020 Europe Preview: A Look into the Future of Banking

24 May 2023

Contributed by Lukas

The future of banking is being driven by advancements in technology, changing customer preferences, new collaborations, and increasing regulatory requ...

The Final Mile of Data: From Insights to Engagement

23 May 2023

Contributed by Lukas

Customers want their financial institutions to know them, understand them and reward them based on their unique financial situation. Displaying this l...

The Exciting Evolution of the CFO in Business Transformation

18 May 2023

Contributed by Lukas

As part of the digital transformation process occurring at financial institutions, CFOs must increasingly leverage technology and data analytics to be...

The Power of Sharing the ‘Why’ for Digital Banking Success

11 May 2023

Contributed by Lukas

A digital-first account opening and onboarding platform is becoming increasingly important in banking, as customers increasingly expect a seamless, di...

Using Data to Deliver a Next-Generation TechFin Platform

10 May 2023

Contributed by Lukas

More than ever, financial institutions are expected to know what account holders need even before they do. Using relationship history, transaction dat...

Communication Strategies to Navigate a Banking Crisis

09 May 2023

Contributed by Lukas

We are in uncharted territory with today’s economic uncertainty. Customers are concerned about the safety of their bank and credit union and don’t...

Direct Mail is Dead. Long Live Direct Mail

02 May 2023

Contributed by Lukas

With the increasing popularity of digital marketing, many financial institutions have shifted their focus away from direct mail. But is that a mistake...