The Purposeful Banker
Episodes
What Bank Leaders Need to Know About Stablecoins
24 Mar 2026
Contributed by Lukas
As stablecoins move from industry debate to practical planning, Alex Treece of Stablecore joins the podcast to explore what banks should be doing now...
The Math That Breaks Bank Silos
03 Mar 2026
Contributed by Lukas
Nick Koutouras, leader of Q2's Relationship Pricing and Profitability team, explains why bank silos persist even with aligned teams: because the "sha...
What Digital Dollars Mean for Treasury and Payments
17 Feb 2026
Contributed by Lukas
Todd Klapprodt joins the podcast to provide a practical primer on stablecoins, tokenized deposits, and other digital assets—what they are, why comm...
Will 2026 Be the Year of Intention? 2026 State of Commercial Banking Preview
03 Feb 2026
Contributed by Lukas
Digital banking in 2026 is shaping up to be an efficiency race driven by ERP connectivity, instant payments, and the shift toward small business "hub"...
Showcasing Liquidity's Role: 2026 State of Commercial Banking Preview
20 Jan 2026
Contributed by Lukas
In this episode of The Purposeful Banker, Jim Young sits down with Anna-Fay Lohn for a quick preview of the State of Commercial Banking analysis ba...
Can You Fight Fraud and Improve Customer Experience at the Same Time?
16 Dec 2025
Contributed by Lukas
This episode features a replay of a Q2 webinar exploring how financial institutions can turn fraud strategy into a competitive edge by using connected...
What High-Performing Banks Dare to Do Differently
02 Dec 2025
Contributed by Lukas
This replay of a recent panel discussion focuses on what separates top-performing banks from the rest. Hear how leading institutions are driving dura...
Art, Algorithms, and the Future of AI in Banking
18 Nov 2025
Contributed by Lukas
At Q2's Dev Days 2025, CTO Adam Blue challenged attendees to see AI as art, not automation. In this episode, he joins The Purposeful Banker to explo...
Inside Gen Z: A Fintech Playbook That Works
04 Nov 2025
Contributed by Lukas
Gen Z is redefining loyalty, purpose, and primacy in banking, and fintechs are leading the charge in creating experiences that resonate with the Gen ...
What Is Fraud Intelligence?
21 Oct 2025
Contributed by Lukas
Fraud is evolving fast, and so must the ways financial institutions fight it. In this episode of The Purposeful Banker, Jeff Scott, Q2's VP of Fraudte...
Inside Gen Z: The Story Behind the Numbers
07 Oct 2025
Contributed by Lukas
How financial institutions can best serve Gen Z accountholders is a popular topic in the industry. In this episode of The Purposeful Banker, we look p...
Inside Gen Z: Lessons in Loyalty
23 Sep 2025
Contributed by Lukas
This episode of The Purposeful Banker podcast is one in a series of episodes focused on better understanding Gen Z consumers and business owners. In t...
Take the Emotion Out of Relationship Management
09 Sep 2025
Contributed by Lukas
Commercial banking runs on relationships, but too often, "gut feel" drives decisions and muddies results. In this episode, Q2's new VP of Product Ma...
Unclogging the Bottleneck of Treasury Onboarding
26 Aug 2025
Contributed by Lukas
Insights From SMBs on the Digital Experience They Need
12 Aug 2025
Contributed by Lukas
Small business owners rely on digital tools to run their businesses, but how does their banking experience measure up? In this episode, hear real-worl...
How AI Beat the Bad Guys
29 Jul 2025
Contributed by Lukas
In this episode of The Purposeful Banker, Corey Gross from Q2 and Louann Habenicht from Susser Bank discuss how AI is being used to battle the ongoing...
From Pain to Profit: Fixing Treasury Repricing at the Source
15 Jul 2025
Contributed by Lukas
Most banks know they should revisit their treasury pricing annually—but few actually do. Why? Because the process is so complex, manual, and error-...
Give Small Businesses the Reasons to Choose You
24 Jun 2025
Contributed by Lukas
What if we could digitize the end-to-end journey for small businesses? What would that look like, and what would we need to take into consideration? T...
Secrets to Keeping Corporate Clients Happy
10 Jun 2025
Contributed by Lukas
What do upper middle market and large corporate clients really need from their financial institutions? Get the inside scoop from industry experts and ...
Are You Leaving FX Money on the Table?
27 May 2025
Contributed by Lukas
Hey listeners! Take our podcast survey to help us choose the content and conversations you'll find most beneficial. Only 10 questions: q2.com/podsurv...
Fighting Account Takeover and Email Compromise in Business Banking
13 May 2025
Contributed by Lukas
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey...
Four Steps for Small Business Success, Part 2
29 Apr 2025
Contributed by Lukas
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey...
Writing the Recipe for Instant Payments
15 Apr 2025
Contributed by Lukas
Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization's Instant Payments Cookbook, who needs to...
Tech, Touch, and Trust in Commercial Banking
01 Apr 2025
Contributed by Lukas
Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercia...
Four Steps for Small Business Success: Part 1
18 Mar 2025
Contributed by Lukas
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey...
The State of Fraud in Banking
04 Mar 2025
Contributed by Lukas
In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 St...
Webinar Sneak Peek: Fraud Orchestration With Datos Insights
25 Feb 2025
Contributed by Lukas
Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it...
Business Banking Is Relationship Gold for Credit Unions
18 Feb 2025
Contributed by Lukas
The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, ho...
Making the Case for Positive Pay
04 Feb 2025
Contributed by Lukas
The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positiv...
2025 State of Commercial Banking Preview
21 Jan 2025
Contributed by Lukas
In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commerc...
Creativity Is Your North Star
07 Jan 2025
Contributed by Lukas
This week's The Purposeful Banker shares Tania Katan's talk from the 2024 BankOnPurpose executive leadership conference, where she demonstrated how c...
From Submarines to Banking: Navigating Technological Paradigm Shifts
17 Dec 2024
Contributed by Lukas
In this episode of The Purposeful Banker, we share Sam Maule's keynote from the 2024 BankOnPurpose executive leadership conference, where he likened ...
Small Business: Fragmentation, Segmentation, and Beyond Business
02 Dec 2024
Contributed by Lukas
The Purposeful Banker welcomes Matt Ross from Accenture to talk about how small businesses' banking needs have changed and how financial institutions...
One Credit Union's Contrarian Approach to Commercial Banking
05 Nov 2024
Contributed by Lukas
The Purposeful Banker welcomes back Stacy Armijo from Amplify Credit Union to talk about the credit union's unique approach to customer experience, n...
The Business Time Machine
22 Oct 2024
Contributed by Lukas
The Purposeful Banker welcomes back Sam Maule from Moov, a speaker at our upcoming BankOnPurpose leadership conference and a self-proclaimed "technol...
So Let's Talk About Fraud
08 Oct 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 Chief Availability Officer Lou Senko to discuss the impact of fraud on the industr...
Battling Business Nihilism
24 Sep 2024
Contributed by Lukas
What does bank technology have in common with a semi truck? And how does business nihilism get in the way of digital transformation? Find out as Q2 C...
Win Where You Want to Win With SMBs
10 Sep 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells welcomes Hunter Moses, head of Q2's Strategic Advisory Services team, to discuss how segmentat...
It Started With a Dream
19 Aug 2024
Contributed by Lukas
In honor of Q2's 20th anniversary, Dallas Wells welcomes our founder Hank Seale to the podcast for a look back at how his mission of empowering financ...
ERP Integration: A Complicated Necessity
06 Aug 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells welcomes Kathy Dwyer from the Q2 product team to discuss the growing demand for integration be...
Balancing AI With Security and Compliance
23 Jul 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells welcomes Beth-Anne Bygum, Q2's chief information security officer, to discuss the implications...
Beyond the Hype: The Real Implications of GenAI on Banking
09 Jul 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells welcomes Corey Gross, VP of Product Management at Q2, to talk about the impact of GenAI on bank...
Marketing Magic and the New Meaning of Engagement
25 Jun 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 CMO Carlos Carvajal for a discussion about how marketing in banking has evolved and...
View From the C Suite: Perspectives on Deposit Growth, Fraud, and Talent Management
11 Jun 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells sits down with Q2 President Kirk Coleman to get his perspectives on some of the most pressing ...
At the Intersection of Treasury and Technology
21 May 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Dallas Wells talks with Ben Cash from the Q2 product team about the expanding role of technology in treasur...
Welcome Back, Dallas Wells
07 May 2024
Contributed by Lukas
Alex Habet welcomes Dallas Wells back to the podcast to catch up on the latest hot topics in bank technology, including AI, fraud, and payments.
Instant Payments Are Here: Now What?
16 Apr 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Jim Young welcomes Keith Gray from The Clearing House for an update on how banks and businesses are adoptin...
The Banking Industry From a Reporter's View
26 Mar 2024
Contributed by Lukas
Alex Habet sits down with longtime banking industry journalist Paul Davis as they talk about how financial services have changed, as well as how journ...
The Quest for Deposits: What's Working Now and What Will Work Eventually
12 Mar 2024
Contributed by Lukas
Alex Habet shares a Q2 panel discussion between Sam Kilmer from Cornerstone Advisors, Stacy Armijo from Amplify Credit Union, and Erica Pilon from Cap...
Constant Leadership for Changing Times
27 Feb 2024
Contributed by Lukas
As a follow-up to our last episode featuring Dr. Leda Glyptis, Alex Habet shares a replay of Dr. Glyptis' session at Q2's 2023 BankOnPurpose executive...
An Industry in Transition: Chatting with Leda Glyptis
13 Feb 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet welcomes fintech expert Dr. Leda Glyptis to talk about what she's been up to the past few years, ...
In the Headlines: Earnings, AI, and Basel
30 Jan 2024
Contributed by Lukas
In this week's Purposeful Banker, Alex Habet takes a look at some of the latest headlines in banking news to see what the buzz is in the market and wh...
2024 State of Commercial Banking Preview
16 Jan 2024
Contributed by Lukas
In this episode of The Purposeful Banker, Jim Young and Gita Thollesson discuss some of the takeaways from Q2's State of Commercial Banking 2024 Marke...
Regulatory Ripples: Basel III in 2024
19 Dec 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Q2's Steve Collum, senior manager, Strategic Advisory Services, digs in with Jim Young about Basel III and t...
Digital Designed for Growth
05 Dec 2023
Contributed by Lukas
Digital technology impacts almost every aspect of a financial institution, from growth strategies to go-to-market approach. In this episode, we replay...
How Can AI Deliver Real Value for Banking?
21 Nov 2023
Contributed by Lukas
In a first for The Purposeful Banker, Alex Habet hosts a livestream discussion with Carl Ryden and Corey Gross exploring AI's role in banking and less...
Fall Market Check-In
07 Nov 2023
Contributed by Lukas
In this week's episode of The Purposeful Banker, Jim Young returns to welcome Tony Hernandez for a look at the latest market update based on Q2 Precis...
The Beauty You Don't Get From Beast Mode
10 Oct 2023
Contributed by Lukas
Amid a world focused on shortcuts in the name of efficiency, is there room for beautiful, elegant innovation? Alex Habet and Adam Blue share a captiva...
The Case for Adaptability in Banking
26 Sep 2023
Contributed by Lukas
Alex Habet shares some perspective around a replay of a timeless Leda Glyptis talk on digital transformation in advance of her session at the upcoming...
A Unique (Deposit) Refinance Opportunity
12 Sep 2023
Contributed by Lukas
Alex Habet welcomes deposit expert Neil Stanley back to the show to talk about an interesting opportunity for banks to be heros for their customers by...
SMB: This Time, It's Personal
29 Aug 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Jim Young welcomes Ian Benton from Javelin Strategy & Research to talk about the value of small businesses ...
How to Be a Tech Budget Champion
17 Aug 2023
Contributed by Lukas
Jim Young welcomes Q2's Tim Daley to the podcast to talk about not only how to determine whether the time is right for the bank technology you want fu...
Making Difficult Choices During Budget Season
01 Aug 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Jim Young and Dallas Wells return to the podcast to discuss how to get the most bang for your buck in the 20...
State of Commercial Banking Mid-Year Update
18 Jul 2023
Contributed by Lukas
Q2's Gita Thollesson joins Alex Habet for a mid-year check-in to see what Q2 PrecisionLender data can tell us about how banks are faring in this volat...
The Meteoric Rise of ChatGPT and the Future of AI
05 Jul 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet replays an intriguing CONNECT 23 panel discussion with Corey Gross, Adam Blue, Carl Ryden, and St...
AI: Everything Everywhere All at Once
20 Jun 2023
Contributed by Lukas
Alex Habet shares a replay of Adam Blue's keynote at CONNECT 23 about how AI will affect banking, and how it won't.
A Chat With Neil Stanley About Deposits
06 Jun 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet welcomes well-known banking expert Neil Stanley, founder and CEO of The CorePoint, to discuss jus...
Sleepy Money No More
23 May 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet welcomes Andy Heusel to discuss how waking up the "sleepy money" of deposits has affected bank st...
The Skinny on the New Instant Payments Rails
09 May 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet welcomes Debbie Smart to talk about how payments innovation is a game changer for financial inst...
Breaking Barriers in Banking
25 Apr 2023
Contributed by Lukas
Alex Habet welcomes Alexis Chavez, co-founder of gnuGrid CRB Uganda, the only credit reference bureau in Uganda focused on the informal financial sec...
Market Update Amid the New Banking Crisis
11 Apr 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez share the latest Q2 PrecisionLender data and discuss what effect the high inte...
Bank Stress and Uncertainty in the Digital Age
28 Mar 2023
Contributed by Lukas
Recent bank failures and pressure on liquidity have shined a light on how much digital has changed the banking industry. Alex Habet and Dallas Wells d...
A Discussion That Was Ahead of Its Time
07 Mar 2023
Contributed by Lukas
In part 2 of our look back at the impact AI has had on banking, Alex Habet replays a 2018 panel discussion with Carl Ryden, Jim Marous, and Greg Micha...
Guarding and Growing Deposits
21 Feb 2023
Contributed by Lukas
In this episode, Alex Habet and "Deal Doctor" Tony Hernandez talk about the importance of commercial deposits in the current market environment and d...
A Message That Was Ahead of Its Time
07 Feb 2023
Contributed by Lukas
As AI-focused technology makes the headlines, we take a step back in time to replay a 2018 BankOnPurpose presentation by Carl Ryden, then CEO of Preci...
2023 State of Commercial Banking Preview
25 Jan 2023
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet welcomes Gita Thollesson to discuss some of the takeaways from Q2's State of Commercial Banking 2...
Building a Strong Team for the Future
10 Jan 2023
Contributed by Lukas
In this week's podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2's Kim Rutledge about how financial institutions are...
Doing Digital: A Modern Bank's Guide to Thrive
13 Dec 2022
Contributed by Lukas
In this week's podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2's Katharine Briggs about the role digital plays in ...
The Age of Volatility
29 Nov 2022
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez break down ways financial institutions can empower their commercial relationsh...
Preparing Today to Brace for Tomorrow
15 Nov 2022
Contributed by Lukas
Alex Habet is joined by Sam Kilmer of Cornerstone Advisors in a discussion about the expected market landscape in 2023, the challenges and opportuniti...
Catching Up With Dallas Wells
01 Nov 2022
Contributed by Lukas
In this episode of the Purposeful Banker, Alex Habet welcomes back longtime podcast contributor and former host Dallas Wells. We'll get an update on w...
Striking a Balance Between Hurry Up and Wait
18 Oct 2022
Contributed by Lukas
Alex Habet is joined by Adam Blue, Q2 chief technology officer, in a discussion about balancing speed with patience and intention to build a resilient...
Good News, Bad News: Protecting Your Bank Against Bad Actors
04 Oct 2022
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet speaks with Steve Bartels from Q2 about the state of cybercrime in financial services and what ba...
Spotlight: How Texas Security Bank Uses Purpose to Take On Goliath
20 Sep 2022
Contributed by Lukas
Shon Cass of Texas Security Bank joins Alex Habet to talk about the bank's story, strategy, and culture; how they think about technology; and how they...
Why It's Time to Double Down on Relationship Banking
06 Sep 2022
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez talk about why a relationship approach is more important than ever, from inter...
Finally! Interest Rate Effects Start to Take Shape
23 Aug 2022
Contributed by Lukas
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez discuss results of the most recent review of Q2 PrecisionLender data and how t...
Episode Rewind: Bank Strategies for the Next Recession
08 Aug 2022
Contributed by Lukas
In this episode of The Purposeful Banker, we rewind to a 2019 conversation with PrecisionLender CEO Carl Ryden and 11:FS CEO David Brear about the str...
BankOnPurpose: Looking Back and Moving Forward
26 Jul 2022
Contributed by Lukas
As Q2 prepares for the in-person BankOnPurpose conference in November, Alex Habet looks back at some of our favorite, most impactful sessions from pas...
RM Tips: Structuring Deals in a Down Economy
12 Jul 2022
Contributed by Lukas
As our economy reacts to the recent interest rate hikes, businesses aren't shying away from taking out loans. In fact, the average loan size has grown...
Bear Market Breakdown
28 Jun 2022
Contributed by Lukas
Now that we're in one, what is a bear market, really? And how should bankers adjust their strategies, if at all? In this week's podcast, Alex Habet an...
What Are SMBs Saying About Their FIs?
13 Jun 2022
Contributed by Lukas
In this episode of the Purposeful Banker podcast, Alex Habet sits with Dean Jenkins, former banker and leader of Product Marketing at Q2, to discuss t...
Rate Hikes Are Here - What's Next?
31 May 2022
Contributed by Lukas
With the Federal Reserve announcing a half-point raise in May—and further raises on the horizon—Alex and Dallas talk about the short-term impacts ...
Part Two: Winning With SMBs Is About More Than Just Technology
02 May 2022
Contributed by Lukas
In this week's podcast, Dallas Wells and Alex Habet continue their conversation about how financial institutions can best serve small businesses. The...
Winning With SMBs Is About More Than Just Technology
18 Apr 2022
Contributed by Lukas
In this installment of The Purposeful Banker, Dallas Wells and Alex Habet get real about what it takes to serve today's small businesses. While digita...
What a Long Strange Trip ...
28 Mar 2022
Contributed by Lukas
It's Jim Young's final appearance on the show! He marks the occasion with Dallas Wells by going back to the beginning, more than six years ago, and co...
Time to Talk Interest Rates
28 Feb 2022
Contributed by Lukas
Interest rate hikes are (finally) on the horizon. How should banks adjust their 2022 strategies? Will an increase in commercial loan demand follow? An...
SMB Lending: What The Economist's Survey Says
02 Feb 2022
Contributed by Lukas
Discussing the findings in the Economist's recent report: "What Is Shaping the Ecosystem of Small Business Lending?" It's based on a global survey of ...
State of Commercial Banking 2022: Sneak Preview
17 Jan 2022
Contributed by Lukas
A look at some of the insights and analysis coming up in the annual State of Commercial Banking webinar and report.
A Look Back at Commercial Pricing in 2021
03 Jan 2022
Contributed by Lukas
We start the year off by taking a look back at how the commercial pricing story unfolded over the course of 2021: where things started, what happened ...
A Commercial Banking Retirement Wave ... or Tsunami?
20 Dec 2021
Contributed by Lukas
A generation of commercial bankers is rapidly moving toward retirement. What steps does the industry need to make to lessen the impact of this impendi...