הפודקאסטים הטובים ביותר ב-Leaders In Lending (2024)

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Charting the Economic Horizon: Resiliency, Risk and Credit Trends 29:16

7d ago29:16

29:16

To reliably forecast what the future of finance the economy holds, you must be able to assess the current moment. This week, host Lynn Sautter Beal speaks with Joseph Mayans, Chief Economist at Experian, who shares his economic and credit outlook for the year ahead in 2024, along with consumer credit trends and potential risk areas. Join us as we d…

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Regulation Reimagined: Banking Beyond Partisanship 32:45

14d ago32:45

32:45

This week, hosts Lynn Sautter Beal and Matt Snow are joined by Kelvin Chen, Senior Executive VP, Head of Policy at the Consumer Bankers Association. Kelvin shares his assessment of the current landscape of financial regulation, innovation, and advocacy. As someone who has worked extensively in both the private and public sectors (including the CFPB…

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Navigating Global and Personal Financial Crises with FinTech 33:57

28d ago33:57

33:57

With periods of financial collapse and upheaval serving as the catalyst, movers and shakers in the world of digital finance solutions have navigated a host of challenges — all while tending to the concerns of regulators and the needs of consumers alike. This week, our host Lynn Sautter Beal is joined by Penny Lee, President and CEO at Financial Tec…

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Automated Excellence and Adaptive Automotive 27:03

1M ago27:03

27:03

Joining our host Drew Megrey is Jared Dryer, VP of Consumer Lending and Centralized Deposits at Westerra Credit Union. Jared brings a passion for streamlining processes for employees and consumers alike—and he shares insights from his experience in building and implementing an automated decision engine and rethinking the process for underwriting ad…

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Where Corporate Growth and Community Impact Collide 36:59

2M ago36:59

36:59

This week, our host Barry Roach is joined by Nathan Cox, CEO of InRoads Credit Union, to discuss his transition from banking to the world of credit unions, as well as the stakeholder-focused culture and societal impact of credit unions. Nathan’s position and insights have been hard-won, as he’s put no shortage of work into bettering himself—from hi…

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Data Ownership and Industry Collaboration in FinTech 21:09

2M ago21:09

21:09

How will responsible data practices and blockchain technology shape the financial technology landscape this year? Join our host, Matt Snow and guest Sanjib Kalita, Head of Industry at Fintech Meetup, as they explore key themes such as data technology, blockchain, and the importance of networking in the industry's evolution. From personal experience…

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From Europe to the US: Cultural and Market Nuances in FinTech 31:20

3M ago31:20

31:20

Joining our host Ed Walters this week is Simon Darchis, Head of Partnerships at Finwise Bank, to discuss his trajectory in the financial services sector from Europe to the US. With this multi-cultural background in finance, Simon explains the intricacies of fintech, unraveling the cultural and regulatory differences that shape these distinct market…

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Going Fee-Free: Reimagining Member Satisfaction 32:19

3M ago32:19

32:19

Stacy Armijo, the Chief Experience Officer at Amplify Credit Union, joins our host Drew Megrey to share her path to credit union leadership and discusses how Amplify has made strides to prioritize their member experience, including going fee-free on checking and savings accounts. Discussed in this episode: Diversity in product development and the i…

1
Passing the Mic: 2024 Host Lineup 38:39

4M ago38:39

38:39

The new year always brings change, and Leaders in Lending is no exception. Our long-time host, Jeff Keltner, is taking on new opportunities, but he is excited to pass the mic to a wonderful group of new co-hosts for this new era of Leaders in Lending! Moving into the host seat we have 5 co-hosts joining us, all with deep expertise in the current le…

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Fifth-Gen Wisdom: Community Bank FinTech Partnerships 32:00

5M ago32:00

32:00

2023 has been a big year for the advancement of AI across all industries. But how have these changes helped community banks scale and improve their lending portfolios? And how has taking that leap to partner with FinTechs been transformative? Bob Fisher, president and CEO of Tioga Bank, is a fifth generation community banker who believes incorporat…

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From Big Bank to Community Leader 38:10

5M ago38:10

38:10

Who would be bold enough to start a bank during a recession? Neil Stevens, President and CEO at Oconee State Bank, and his team were, and he has lessons to share on how the constraints actually helped to build the business. In this episode he reflects on the pivotal moment of launching a new bank during the 2007 recession. The entrepreneurial spiri…

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Cultivating Diversity: Innovative Strategies for Credit Unions 32:56

6M ago32:56

32:56

With the right mix of innovation and growth, credit unions can prioritize community, culture, and informed decision-making in serving diverse markets. Corlinda Wooden, SVP/Chief Retail Officer at Unitus Community Credit Union, discusses the development and execution of their comprehensive strategic plan aimed at serving diverse markets. Driven by p…

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Cognitive AI for Transformative Customer Service 35:51

6M ago35:51

35:51

AI is not inherently intelligent, but do we need our computers and machines to think like us? Some might be reluctant to test the boundaries of Generative AI intelligence, but Peter Voss, CEO & Chief Scientist at Aigo.ai, has spent his career figuring out how to build software that has common sense and can reason. He sees a distinct need in busines…

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High-Touch Service in Changing Commercial Lending Tech 44:27

7M ago44:27

44:27

Is your bank adapting to evolving credit demands? Banks and private lenders have been slow to adopt technology, but with shifting demands for credit products in both consumer and business markets, the imperative to offer a diverse portfolio of lending products is higher than ever. Michael Barnett, Founder and CEO at Loanspark, shares how banks are …

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Synchronizing Values and Operations for an Aligned Brand 38:58

7M ago38:58

38:58

Your home page highlights your bank’s main points of focus — are you conveying the right message? Whether it be blog posts serving to inform and educate the community or new lines of products available for sale, your customers can get a grasp on what is important to you very quickly. If your homepage creates an incomplete picture of your business, …

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Approaching Community Banking Through First Principles 37:36

8M ago37:36

37:36

For a community bank to connect with today’s clients and the clients of the future, they must be at the forefront of technology. Darryl Caffee, SVP, Director of Retail Lending at Webster Five found his way into the banking industry through law. His unique perspective and experience have allowed him to take non-traditional approaches to community, b…

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Combating Financial Fraud: Fintech’s Game-Changing Role 40:29

8M ago40:29

40:29

For so long, new tech has been utilized by fraud artists, costing many unsuspecting victims countless dollars. Now, AI tools and strong fintech partnerships could be used to stop fraud in its tracks. With quickly evolving innovations, financial institutions must be at the forefront of tech. Kyle Hauptman, Vice Chairman at NCUA shares his views on t…

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Cross-selling Members for Long-term Growth 34:46

9M ago34:46

34:46

Commonwealth Credit Union’s partnership with Upstart shows how fintech partnerships can unlock potential in financial institutions. Automation drives innovation, allowing for financial institutions to focus on what matters most: supporting their customers in their journey to stellar financial health. Our guest for this webinar, Jaynel Christensen, …

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Reading the Auto & Housing Markets: Inflation & Deflation Trends 31:31

9M ago31:31

31:31

The rising interest rate environment of the first half of 2023 have many fearful recession is on the horizon, but, simultaneously, there are some indicators that inflation is beginning to subside. Curt Long, Chief Economist and Vice President of Research at NAFCU, shares his expectations for the auto and housing markets as well as key economic sign…

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Partnering With a Fintech to Diversify in Challenging Times 59:21

9M ago59:21

59:21

For community banks, scaling a personal loan portfolio profitably without introducing risk is a challenging feat – especially with the added constraint of limited resources. Through fintech partnerships, AI and automation, institutions are able to streamline a vast majority of banks' processes for creating a modern, all digital lending experience, …

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How Innovation in Servicing Drives Loyalty 46:33

10M ago46:33

46:33

Around 90% of a loan lifecycle and engagement happens in the world of servicing, but no one really talks about it. From getting approved to taking a loan through the final stage of closing an account, servicing matters for customer experience and loyalty, ultimately driving business outcomes. We’re joined by Matt Bivons, Founder & CEO at Canopy — a…

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Leveraging Predictive Analytics to Expand Relationships 43:27

10M ago43:27

43:27

From his position as Product Manager at Umpqua Bank, Ben joins us to shed some light on the challenges and benefits of cross-pollinating data and technology, tailoring services to meet unique needs, exploring alternative credit scoring methods and automation, and more. In today's rapidly evolving digital landscapes, finding a sustainable balance be…

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Adopting an Entrepreneurial Mindset in Banking 32:05

10M ago32:05

32:05

After being robbed three times in two weeks as a teller, David Reiling took quite the interest in bank security. Now serving as the Chief Executive Officer, FinTech Leader, B Corp Advisor and Board Chair at Sunrise Banks, David joined the show to share invaluable expertise gained through years of operational experience ensuring security in every ar…

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A Former NCUA Chairman’s Perspective on Innovation 38:05

10M ago38:05

38:05

Credit scores determine where people live, where their kids go to school, what they drive and even where they work. Couple that with the fact that nearly half of minority households can not cover an emergency $400 expense. Rodney Hood, Eleventh Chairman and current Board Member of the National Credit Union Administration, made financial equality hi…

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Trust and Optimization During Volatile Times 49:39

10M ago49:39

49:39

Volatility management is a component of banking that should always be on management’s radar, especially after recent bank collapses. Thoroughly understanding the waves of volatility leads to improved risk management and a strong culture of trust with customers. David Sayers, Chief Financial Officer at Maine Savings, believes by prioritizing interna…

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Power of Collaboration: Maximizing Efficiency with Fintech Partnerships 37:01

11M ago37:01

37:01

Banking has been hit with a whirlwind of technologies in recent years. With growing tech stacks that only continue to increase in complexity, it’s important to pick and choose which tech offers the best solutions. Fostering a strong organizational culture that focuses on understanding your customers to provide them with the right technology is key.…

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The ‘Moonshot versus the Pragmatic Approach’ to Digitization 42:08

11M ago42:08

42:08

Technology is revolutionizing the world. With continuous iterations of tools and processes, people juggle between implementing with careful consideration and jumping head-first into large-scale digital transformation projects. How can banks pragmatically embrace these digital advancements without losing touch with in-person experiences? Ben Udell, …

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CRO Perspective: Balancing Risk and Innovation in Banking 35:43

11M ago35:43

35:43

Over the past few weeks, there has been a shift in the nature of risks in the banking world — the federal government playing a significant role in stabilizing. These experiences have highlighted the dynamic nature of risks in finance and banking and the need for a responsive government, ready to take action. On this episode, we’re joined by Kristin…

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Addressing Concerns in New Auto Consumer Protection Rule 29:13

11M ago29:13

29:13

Last June, the Federal Trade Commission proposed a new rule regarding consumer protections. This rule would greatly affect auto dealers, placing greater restrictions and imposing new duties. This week, we sat down with Paul Metrey, Senior Vice President, Regulatory Affairs for the National Automobile Dealers Association to discuss the FTC’s Safegua…

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Keeping Pace with Risk Mitigation and Regulatory Changes 33:29

12M ago33:29

33:29

Consumer credit is a hot topic. With new credit products like Buy Now Pay Later (BNPL) hitting the market and the always-evolving impacts of credit reporting, banks need to expertly hone their underwriting to strike the optimal balance between business and risk. In this episode, Aaron Rykowski, SVP, Chief Compliance Officer at WesBanco, and Jennife…

1
Combating Fraud Attacks In Banking 31:59

12M ago31:59

31:59

Fraud is on the rise — bad news for banks and customers alike. In today’s digital world, criminals have more tools at their disposal than ever before. And financial institutions, government and consumers all have a part in defeating them. In this episode, Rakesh Mirajkar, Head of Consumer Bank Fraud and AML and Managing Vice President at Capital On…

1
Rapid Digitization in the Auto Market 30:02

12M ago30:02

30:02

The auto industry is racing into the future, whether it’s the surge of electric vehicles in the current market or the promise of self-driving cars one day taking it over… And that means auto lenders need to keep pace or get left in the dust. In this episode, Becky Philippi, Director of Indirect Lending at First Interstate Bank, and Fabien Thierry, …

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Deposit Management in a Post-SVB World 25:51

1y ago25:51

25:51

Though deposits at many institutions are down while uncertainty around the future is growing, Jeff sits down with two experts in the deposits space who offer strategies for organizations to thrive in the current financial climate. Angela Conti, Head of Deposits and Retail Payments, USAA, and James Morgan, Head of Deposit Product, Pricing & Portfoli…

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The Regulatory Outlook at CBA Live 32:54

1y ago32:54

32:54

With new regulations on the horizon — what do these changes mean for your institution? Dan Smith, EVP, Head of Regulatory Affairs at the Consumer Bankers Association, has the answers in this rundown from the CBA LIVE conference. The banking world runs on rulebooks, and with unprecedented events such as the failure of Silicon Valley Bank, additional…

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The Future of Small Business Lending 26:27

1y ago26:27

26:27

Recent banking failures have everyone in finance wondering what the future holds for lending. Do these signify the start of some significant changes in the lending space? To find out, we’re speaking with Kris Puskar, Senior Vice President Business Banking Sales & Innovation Director at Eastern Bank, and Christina Brozyna Head of Business Banking Sa…

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Clicks To Bricks: Starting the Customer Experience Digitally 46:39

1y ago46:39

46:39

When it comes to building their customer experience, banks have traditionally started with brick and mortar before expanding digitally. What if banks have been approaching CX backwards? In this episode, Jenna Stricker, Director of Digital Lending at nbkc bank, shares why more and more banks are laying their CX foundation digitally first, only later…

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The Upstart Macro Index (UMI) 43:43

1y ago43:43

43:43

In 2021, loan repayments were at a historic high, but by mid-2022 the tables had turned. What happened? To get to the bottom of this alarming shift, Upstart created the Upstart Macro Index (UMI), a precise, quantitative method for separating the micro and macro effects that should be influencing underwriting decisions today. In this episode, we spe…

1
What the Collapse of SVB Means For Deposits and Interest Rate Increases 35:18

1y ago35:18

35:18

The recent collapse of the Silicon Valley Bank has been one of the most significant bank failures since the global financial crisis and is the second-largest bank failure in the history of the United States. With ripple effects spreading around the globe, this bank failure has thousands of experts diving deep into the details to identify exactly wh…

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“Bank Your Size” - The Community Bank Difference 45:51

1y ago45:51

45:51

Small businesses are the backbone of America. But, too often, they partner with banks that don’t offer the personal touch, care and attention their business deserves. On this episode, we speak with Ryan Coaxum, VP at Guaranty Bank & Trust, and one of eleven inaugural American Bankers Association Emerging Leader Award recipients this year, about the…

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Data Is The New Oil: What’s Next In Banking 36:23

1y ago36:23

36:23

The release of Chat GPT has spurred all sorts of conversations and speculation on where the technology is taking humanity- and if this is a cause for alarm or celebration. In the banking industry leveraging the new advances in AI can increase lending accessibility and customer experience. Tim Shangle, Innovation and Data Analytics at ChoiceOne Bank…

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How a $4.5B Credit Union Maintains a Direct Line to Members 32:37

1y ago32:37

32:37

Credit Unions are already known for their personal service, but what happens when you double or triple in size. Does bigger need to mean less personal? Recently named American Bankers Credit Union Executive of the Year, Bruce Foulke, CEO & President of American Heritage Federal Credit Union, spoke with our host, Jeff Keltner, about retaining person…

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Building a Fintech Partner Ecosystem 48:16

1y ago48:16

48:16

Turning your perceived competitor into a partner is not a new strategy, but leveraging partners in the digital financial space to gain a competitive edge is increasingly important. In this episode, Curt Queyrouze, President of Coastal Community Bank, talks about his experience working with multiple partners and gaining an understanding of how these…

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Data Driven Strategies For Challenging Economic Times 32:13

1y ago32:13

32:13

Fears of a recession and high interest rates have persisted into 2023. Now, lenders are determining how to maintain their competitive advantage with consumers despite economic downturn. This year, we are bringing back guests to test how well their bold predictions have held up in recent months, and to see what other insights they have on the macro …

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CBA’s Outlook on Fraud, Branches and Digitization 38:59

1y ago38:59

38:59

The investments in technology that banks and financial institutions are making today are preparing consumers to manage their finances in a more meaningful way. They are approaching technology in terms of solving problems for their consumers and transforming the way that they use their financial services providers. But where else is digital banking …

1
Supporting Small Businesses as a CDFI and MDI 33:05

1+ y ago33:05

33:05

The banking industry is increasingly leveraging innovations in alternative data to underwrite loans for both consumers and small businesses. This can make a huge impact in communities that Minority Depository Institutions and Community Development Financial Institutions serve.In this episode, Michael Pugh, CEO of Carver Federal Savings Bank, discus…

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Credit Unions Driving Racial Equity 29:21

1+ y ago29:21

29:21

Credit Unions, at their core, have a strong commitment to service. But how do you scale the concept of serving your members to the broader community — even to the wider world of financial services? Our guest today believes that if you serve people passionately, you will ultimately move the entire industry forward toward more inclusivity and equity.…

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Rethinking Marketing & Incentives for Engagement 42:30

1+ y ago42:30

42:30

Credit unions promise their members more than a traditional bank, but communicating and marketing your expertise is not always easy in a crowded market. In this episode, Karrie Drobnick, Chief Operati ng Officer at Verve, talks about growing and rebranding their credit union to spur robust growth. She also talks about creating a new personality of …

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A Fireside Chat with Upstart’s CEO, Dave Girouard 50:07

1+ y ago50:07

50:07

Dave Girouard, Co-Founder & CEO at Upstart , believed that young people were "potential rich yet cash poor"—and that dynamic caused them to make poor financial decisions for themselves and the economy as a whole. There had to be a better way to provide people with affordable access to credit, on reasonable terms, when they needed it. Using AI and m…

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Safe Is Risky: How Banks Can Stay Innovative> 38:55

1+ y ago38:55

38:55

Banks can no longer afford to play it safe when it comes to their digital capabilities. “Safe” is now risky. That’s why, in this episode, Tony Hejna, EVP, Con sumer Bank Chief Credit Officer at KeyBank, joins the show to share the secrets behind moving fast (without breaking things) and maintaining an edge in a highly regulated and increasingly com…

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Lending Leaders: 2022 Trends and 2023 Predictions 22:03

1+ y ago22:03

22:03

We’ve covered a wide range of topics that are propelling change in the lending space this year- from use of technology to policy recommendations to unexpected changes, our guests didn’t disappoint in the insights and predictions they shared. Despite a difficult macro environment, and among increasingly high interest rates, credit unions grew their …

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