The Financial Experience Podcast for Banks, Credit Unions, and Fintech
Activity Overview
Episode publication activity over the past year
Episodes
Deepfakes and Deepening Relationships via Call Centers
11 Dec 2023
Contributed by Lukas
Gaelan Woolham, director of Capco, joined the podcast to discuss his unique insight into the world of deep fakes and AI frauds in the financial world.
An Engine To Drive Data and Digitalization in Banking
23 Aug 2023
Contributed by Lukas
Phill Rosen, CTO and Business Leader of MoneyLion, joins Hunter to discuss some of the changes digitalization is bringing to the financial world.
Making Payday, Every Day
09 Aug 2023
Contributed by Lukas
Nico Simko, CEO and co-founder of Clair, wanted to find a better way for employees to be paid, so they weren't having to wait weeks to see their money...
Getting VIP Treatment from Your Credit Card
27 Jul 2023
Contributed by Lukas
Carlo Cisco, CEO and founder of Select, joins Hunter to discuss his unique and luxurious approach to traditional banking cards.
Fixing the 401k: More Personal, More Choice, More Control
26 Jun 2023
Contributed by Lukas
Eliza Arnold, a co-founder of ARNIE, joins Hunter to discuss how she has worked to find a better and more personalized way for people to invest.
The Next Wave of Embedded Finance
12 Jun 2023
Contributed by Lukas
Riaz Syed, CEO and founder of Infinant, joined Hunter to share some key insights into how embedded finance is changing the financial world.
Enriching Customers' Financial Lives with Proactive (Not Reactive) Data
25 May 2023
Contributed by Lukas
Hunter's latest guest, David Benskin, founder and CEO of Wealth Access, saw a need to improve balance sheet management and knew he could create a clea...
What Prompts the Power of AI?
20 Apr 2023
Contributed by Lukas
Ryan Favro is the Managing Principal and R&D Lead at Capco, a financial services company that focuses on providing next-level software intelligence. R...
Credit Worthiness Isn't Worthy Without Better Data
07 Apr 2023
Contributed by Lukas
Lauren Crossett, Chief Revenue Officer at Pinwheel, joins the podcast to discuss making consumer data available to fintechs and empowering consumers w...
The Buy Now, Pay Later Breakdown
30 Mar 2023
Contributed by Lukas
Nelly Rezny, SVP of the Business Solutions Group at Temenos, joins Hunter on the podcast to discuss the evolution of buy now, pay later (BNPL) and the...
How to Unify Experience in a Broken, Siloed, Multi-System Financial World
17 Jan 2023
Contributed by Lukas
Emily Steele, president and COO of Savana, joins the podcast to discuss the brokenness of the financial world and how to unify experiences for both ba...
The Evolving Reality of Banking-as-a-Service and Embedded Finance
04 Jan 2023
Contributed by Lukas
Trent Sorbe, CEO of Central Payments and co-founder of Falls Fintech, joins Hunter to discuss the future of payments and the evolving reality of Banki...
Inclusive and Human-Centered Design Unlocks Greater Financial Security.
12 Dec 2022
Contributed by Lukas
Gosia Tomaszewska, Director at Commonwealth, has a goal of making financial security possible for everyone. At Commonwealth, their focus is on systemi...
The Wizest Investment Combines People and Tech
16 Nov 2022
Contributed by Lukas
Axel Thibon, founder and CEO of Wizest, joins the podcast to discuss his focus on making investing more accessible and understandable.
The Great (Digital) Transition in Banking
07 Nov 2022
Contributed by Lukas
Emmanuel Daniel, author and founder of Asian Banker, joins Hunter to discuss the future of finance, trusting digital banking, and the development of ...
The Competing Credit Union
24 Oct 2022
Contributed by Lukas
The Honorable Kyle Hauptman, Vice Chairman of the National Credit Union Association, joins to talk about the perpetually innovating and competing cred...
The Post-Pandemic Role of Accounts Receivable Financing
13 Sep 2022
Contributed by Lukas
Mark Russell and Gary Lewis come together to speak with Hunter on how client relationships have changed since the pandemic and how technology has play...
Financial Literacy Starts Early, In The Home
15 Aug 2022
Contributed by Lukas
Paige Cornetet, bestselling author and founder of Millennial Guru, shares the importance of discussing finances in the home.
AMEX's Evolution Is A Data-Filled Journey
05 Aug 2022
Contributed by Lukas
Mindy Davidowski, SVP, Product, Digital Commerce, and Design at American Express, shares the biggest evolutions and developments in product delivery a...
ABA Bank Marketing Conference 2022 Showcase
22 Jul 2022
Contributed by Lukas
John Hanley, SVP and Senior Director of Marketing at Equity Bank, shares details about the upcoming ABA Bank Marketing Conference that helps support s...
The Changing Credit Union from the CFO Chair
19 Jul 2022
Contributed by Lukas
Steve Arbaugh, CFO and EVP of Finance at SECU, shares key developments in the financial industry, including technology that is bringing some of the bi...
The Rise of Risk Intelligence
21 Jun 2022
Contributed by Lukas
Amanda Cohen, Director of Governance, Risk, and Compliance Products at Resolver, sought to innovate and revolutionize how businesses view compliance t...
Making Data Visible
03 Jun 2022
Contributed by Lukas
Kim Snyder, CEO and founder of KlariVis, has always sought ways to make data as accessible and transparent as possible. After years of working in numb...
The Blockchain Bridge Builders Creating The Future of Money
08 Apr 2022
Contributed by Lukas
Henrik Aasted Sørensen co-founded e-Money to bridge traditional bank accounts to blockchain and simplify how we use money.
Bridging the Alternatives Investment Gap
17 Mar 2022
Contributed by Lukas
Brian Harstine created Acquire Invest, powered by blockchain, to bring private equities to every investor and make investing more inclusive and access...
Smartening Up the Debit Card
09 Mar 2022
Contributed by Lukas
Billy Roberts, CEO of Wedge, created a smart debit card to simplify banking for users and stand out as a sustainable financial option.
Future-Ready Financial Organizations Start With Culture
02 Mar 2022
Contributed by Lukas
Andy Witherbee, CEO and founder of Engage Partners Group, shares insight from his experience in the financial services industry and discusses building...
Simplifying Investing With Super (Embedded) Apps
23 Feb 2022
Contributed by Lukas
Ben Soppitt, co-founder and CEO of Unifimoney, shares his goal of simplifying investing by cutting out third-party applications. His company's vision ...
Finding Success as a Fintech Founder
03 Feb 2022
Contributed by Lukas
Tyler Griffin, co-founder and managing partner of Financial Venture Studio, knows the ins and outs of what it takes for a founder to succeed. Griffin,...
On-Demand Pay Day
12 Jan 2022
Contributed by Lukas
Matt Kopko, VP of Public Policy at DailyPay, handles the company's regulatory interaction, lobbying activity, and research on its financial wellness i...
Mortgage's Future Is Analytical, But Still Human
10 Dec 2021
Contributed by Lukas
If you've tried to buy a house in the past year (or just browsed a real estate marketplace for fun), you may have noticed that housing prices and the ...
The Digital-First Community Bank Experience
18 Nov 2021
Contributed by Lukas
Michelle Toll, the co-founder and Chief Innovation Officer of Digital First, LLC joins the podcast. Prior to her new venture, Michelle had over 20 yea...
Trusting the Future
04 Nov 2021
Contributed by Lukas
On the latest episode, Hunter hosts Nancy Giordano, a strategic futurist whose accomplished career began in the advertising and branding space. Throug...
Small Business' New Data Story Starts With Normalized Accounting Data
13 Oct 2021
Contributed by Lukas
Small businesses everywhere have struggled long enough with disjointed data streams that come from multiple different systems. To make the data "talk ...
The Launch, Test, Scale Strategy for Building Digital Banks
29 Sep 2021
Contributed by Lukas
There seems to be a "moving target" for how to define a digital bank strategy. As more banks and fintechs increase the diversity of their offerings an...
Digital Customer Service Is Now Table Stakes
02 Sep 2021
Contributed by Lukas
Customer service, and most importantly digital customer service, continues to battle tension between its legacy tools (e.g. IVR phone systems) and the...
Solving the "I'll Pay You Back" Rift
19 Aug 2021
Contributed by Lukas
If you've felt uncomfortable while asking a friend to split the dinner bill, reminding a roommate to reimburse you for utilities or hearing an unfulfi...
Wealth Tech for Main Street
09 Aug 2021
Contributed by Lukas
Margaret Hartigan created Marstone, a digital wealth management platform, to humanize and demystify finance. The company was founded on solid pillars...
Connecting the Chasm Between Banks and Fintech
23 Jul 2021
Contributed by Lukas
Trent Sorbe, founder and president of Central Payments, joins the Financial Experience Podcast to discuss innovation in the fintech space, payment par...
Frich Makes Money Social and Accountable for Gen Z
13 Jul 2021
Contributed by Lukas
In the latest episode, Hunter talks with the co-founders of a revolutionary app geared toward Gen Z. Katrin Kaurov and Aleksandra Medina, two young en...
Financial Wellness Grows Inside the Workplace
25 Jun 2021
Contributed by Lukas
"It doesn't make sense to worry about things we can't control because we can't control them. On the other hand, it doesn't make sense to worry about t...
The Keys To Staying Independent
02 Jun 2021
Contributed by Lukas
Do you know your customer cohorts that deliver the most value? Are you developing a curriculum for internal succession? Do you augment products with u...
A De Novo For A New Era of Banking
14 May 2021
Contributed by Lukas
Locality Bank, a de novo that is expected to go live later this year, has the strategic advantage of launching at "an opportune time," much like Keith...
A Shift To Niche
03 May 2021
Contributed by Lukas
"You don't start with the bank. You start with the customer. And most importantly you start with some really good data." Liz High, EVP of Strategy and...
Clearing The Smoke Between Cannabis and Banks
07 Apr 2021
Contributed by Lukas
In an ever-changing industry with evolving rules and regulations, it is vital to have a well-oiled compliance rules engine. That is, at least, what Ke...
Less Widgets, More Value Creation
24 Mar 2021
Contributed by Lukas
On the latest podcast, Hunter virtually sits down with Joe Welu to discuss why undergoing a digital transformation can be difficult, why financial com...
The Foundations of Financial Literacy
18 Mar 2021
Contributed by Lukas
The core values of SECU Credit Union are based on the philosophy of people helping people and giving back to the community. In order to strengthen the...
New Paths To Credit
21 Feb 2021
Contributed by Lukas
Our recent guest, Alpa Lally, discusses a common, yet staggering, credit statistic: 100 million people are said to be excluded from the credit ecosyst...
Tech Rising From Community Banking
16 Feb 2021
Contributed by Lukas
Nathan Baumeister joined the Financial Experience Podcast to discuss the evolution of ZSuite Technologies from inside a community bank to a product th...
New Growth Mindset
26 Jan 2021
Contributed by Lukas
Community banks and credit unions face a continuous onslaught of noise surrounding the latest transformative digital solutions, but Nymbus has set a c...
Embedding Finance's Future
13 Jan 2021
Contributed by Lukas
Through the use of fintech apps and partnerships between tech companies and financial institutions, people are being introduced to more personal finan...
Helping Fintech Conquer the Last-Mile Challenge
14 Dec 2020
Contributed by Lukas
Our latest guest, Nikkee Rhody, joins Hunter to detail her 20+ year banking background and her role in the foundation of a fintech accelerator. Falls ...
Finding Your Product Niche As A Small Community Bank
13 Dec 2020
Contributed by Lukas
Kreighton Reed joins The Financial Experience Podcast to discuss his journey at Solera National Bank, a community bank in the Denver metropolitan area...
Lasagna-As-A-Service
16 Nov 2020
Contributed by Lukas
Our latest guest, Cokie Hasiotis, discovered America's banking infrastructure to look like a mess of spaghetti, one that is routed the wrong way with ...
Culture and Customization Lead a Cloud-Based Future
06 Nov 2020
Contributed by Lukas
On the latest episode of The Financial Experience Podcast, Hunter and Kelsey Weaver, Chief Innovation Officer and Co-Founder of Neocova, discuss the t...
Seeking Capital in Crisis and in the Future
22 Oct 2020
Contributed by Lukas
How can one find the right borrower-lender relationship in the most efficient way? Accessing capital has never been easier in today's digital marketpl...
LSBX, The Banking As A Service Pioneer
12 Oct 2020
Contributed by Lukas
How does a 100+ year-old community bank based in Cedar Falls, Iowa become a national leader in the emerging "banking as a service" model for partnerin...
The Digital Growth Mindset
09 Sep 2020
Contributed by Lukas
"Digital transformation" is a phrase de jour right now and, as is the case with any overused phrase, it's lost some of its meaning amidst the punditry...
Perseverance and Personal Branding
09 Sep 2020
Contributed by Lukas
As a commercial banker, you can't just a be "a conduit to cash," Greg, a longtime lender and small business advisor, reminded bankers on our recent po...
Building A Bank On Better Behaviors
04 Sep 2020
Contributed by Lukas
Zach Bruhnke and team are creating "the best bank in the world if you are saver." It's a bold mission, but HMBradley has gained serious momentum in 20...
Creating Powerful Social Media Around Culture, Content, and Compliance
17 Aug 2020
Contributed by Lukas
Doug and Hunter sat to talk about all things social media, content, digital advertising and how he's building a platform to connect the dots of organi...
Building A Student Lending Marketplace That Leads With Heart and Help
17 Aug 2020
Contributed by Lukas
With an influx of competitors over the last decade, how does an online student marketplace lender stand out? CommonBond lives a commitment to custome...
Building Financial Empathy One Conversation At A Time
06 Aug 2020
Contributed by Lukas
Why aren't these "beautiful, frictionless [finance] tools not impacting" our lives? Uday, living the life of a California millennial had an epiphany a...
Big Data Is A Big Climb, But There's A Path
06 Aug 2020
Contributed by Lukas
Anne Legg has worked with over 600 credit union leaders and learned a lot along the way. So much so that she wrote a book (Big Data / Big Climb)! S...
Are You "All-In-All-On" When Engaging Your Customer?
23 Jul 2020
Contributed by Lukas
Sue Woodard, Chief Customer Officer at Total Expert, joined the Financial Experience Podcast to discuss how she sees trust-building continuing to evol...
Stacked Odds - Improving Black Financial Lives
07 Jul 2020
Contributed by Lukas
The odds can be stacked against you. Rouvaun Walker, CEO of Mortgage company PHINANCEUS, joined the Financial Experience Podcast to discuss his career...
How FIs Can Solve the Complexities of Relationship Management?
01 Jul 2020
Contributed by Lukas
If financial services companies are serving an average of 600 customers per employee, is there an opportunity to improve that? "Absolutely," says Jo...
What's At The Core Of Banking's Future?
16 Jun 2020
Contributed by Lukas
If you've ever worked in bank operations, you've probably shaken an angry fist toward your core provider. The latest podcast helps break down how you ...
Here For Good
16 Jun 2020
Contributed by Lukas
On the latest podcast, Tammy breaks down how she's evolved the Fidelity brand in her time as CMO, how she's leveraged opportunities afforded from the ...
The Making Of "The Girl Banker"
08 Jun 2020
Contributed by Lukas
Not everyone thinks "I'm going to be a banker when I grow up." Natalie Bartholomew is the exception. At a young age, she knew she wanted to be in bank...
Bank Financial Performance Improvement Is A Blend Of Culture, Technology and Relationships
08 Jun 2020
Contributed by Lukas
Jeff and Hunter discuss the evolution of bank financial performance measurement and what bank executive teams should be looking toward as they evaluat...
Embracing Digital Brand and Technology Transformation
02 Jun 2020
Contributed by Lukas
Digital transformation continues to loom large over the financial sector. But, what's the recipe for success? Allison Netzer joins us on the latest po...
Adapting Your Community Bank And Customers To A New Digital Reality
29 May 2020
Contributed by Lukas
Just because you are a smaller bank doesn't mean you can't evolve and adapt. Joette and her bank, First State Bank and Trust in Minnesota, prove that....
What Separates Financial Companies In Their Use (or Misuse) Of CRM
29 May 2020
Contributed by Lukas
CRM has often connotes painful feelings from many financial institutions. Failed implementations, slow adoption, or underused features seem to plague ...
Fostering A Social And Empowering Culture at Renasant Bank
27 May 2020
Contributed by Lukas
In the latest podcast, we covered Liz's expansive role at her bank and how she leverages Renasant's treasure trove of content to teach bankers how to ...
Banking Through Crisis In The Epicenter Of The Global Pandemic
21 May 2020
Contributed by Lukas
Everything changed for ConnectOne Bank in just 36 hours. Fortunately, this progressive community bank in New Jersey and New York City was technologica...
Facebook, TikTok, and the Evolution of Social Media In Banking
13 May 2020
Contributed by Lukas
On our latest episode, Hunter and Ben discuss the evolution of his company, Social Assurance, and how it has changed alongside the rapid evolution of ...
An Unexpected Path to CMO and Building a Progressive Community Bank
06 May 2020
Contributed by Lukas
In our latest interview, Nicole and Hunter discuss how she became the Chief Marketing Officer for a progressive bank based in southern Massachusetts a...
Apps, Budgeting and What's Next For Savings Fintech
02 May 2020
Contributed by Lukas
Kathleen and Hunter discuss all things fintech and savings on our latest episode. Listen to Kathleen describe the evolution of her company, HT Mobile ...
Culture and Values Take the Lead During Crisis
23 Apr 2020
Contributed by Lukas
Our series on how banks are leading their communities through the COVID-19 crisis continues as we talk to Melissa Beltrame, Chief Marketing Officer at...
Where Will Data, Digital And Fintech Go Post-COVID?
22 Apr 2020
Contributed by Lukas
Continuing our discussion on the financial sector's response to the COVID crisis, we interviewed Bryan Clagett, a longtime financial services professi...
How A Community Bank In Virginia Steps Up When Customers Need Them Most
22 Apr 2020
Contributed by Lukas
Jennifer Knighting, Senior Vice President and Director of Marketing and Sales at Oak View National Bank, joined the podcast to discuss her experience ...
Using Data to Understand Customer Needs In Crisis and After
21 Apr 2020
Contributed by Lukas
Hunter and Keith discuss how his company, FI Works, has responded and continues to support their financial clients in the midst of the COVID crisis. W...
North Carolina Banks Meeting The Needs of Small Business
20 Apr 2020
Contributed by Lukas
Continuing our series on how banks are leading their communities through the COVID-19 crisis, we talked with Peter Gwaltney, President & CEO of the No...
Critical COVID Communication and Marketing Re-Plans
18 Apr 2020
Contributed by Lukas
Our series on how banks are leading their communities through the COVID-19 crisis continues as we talk to John Hanley, SVP and Senior Director of Mark...
A Bank Marketer's Perspective on the Response to COVID-19
14 Apr 2020
Contributed by Lukas
Starting our series focused on bankers and how their organizations are leading communities through the COVID 19 crisis, we talked with Jody Guetter, V...
Introducing The Financial Experience Podcast
13 Apr 2020
Contributed by Lukas
Introducing The Financial Experience Podcast: a new podcast for the financial services sector. Telling the stories of how banks, credit unions, fintec...