Unlocking Patterns of Success in Digital Transformation

Banking Transformed with Jim Marous

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תוכן מסופק על ידי Jim Marous and Evergreen Podcasts. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Jim Marous and Evergreen Podcasts או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

The Agile Brand with Greg Kihlström®

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#669: It's already time to start planning for the holiday shopping season with Carey Cockrum, Cella by Randstad Digital 28:52

לפני 9 ימים28:52

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רשימות

לייק

אהבתי

28:52

Retailers are facing a rapidly evolving landscape where consumer expectations, AI advancements, and social media platforms like TikTok are redefining engagement. It feels like the holiday shopping season just ended, but when do retailers start planning for the next one, and some retailers already behind the curve for this season? Joining us today is Carey Cockrum, Director of Consulting at Cella by Randstad Digital, where she helps major brands and marketing teams optimize their strategies with data-driven insights, AI-powered content creation, and cutting-edge retail marketing trends. With the holidays just around the corner, she’s here to share what’s next for retail marketing, campaign optimization, and how brands can stay ahead in a hyper-competitive space. ABOUT CAREY COCKRUM Carey has been a part of the Creative Agency space for nearly 30 years. She has served as Designer, Creative Director, Creative Operations Lead and Agency Lead in both internal and external agencies (big and small). Carey has worked directly with C-suite stakeholders to understand organizational strategies that inform effective creative solutions. She is a bit of a data nerd and loves demonstrating results. Brands she’s supported include Fruit of the Loom, Wendy’s and Humana. In her free time, she enjoys going back to her creative roots through painting and drawing. She also spends her time improving upon the house she lives in today in Southern, MI - inside and out. RESOURCES Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

לפני שנה 57:50

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In this episode of Banking Transformed, we sit down with renowned fintech leader and author Leda Glyptis to explore the hard truths behind building what lasts. Drawing from her new book, Beyond Resilience: Patterns of Success in Fintech and Digital Transformation, Leda reveals that survival in this industry is not about luck or brilliance — it’s about mastering the art of doing hard, often unglamorous work, consistently and with precision.

Whether you’re leading digital change within a bank or launching the next disruptive fintech, this conversation will shift your perspective on what it really takes to beat the odds. If you’re ready to move beyond the hype and uncover the playbook for building the future of financial services, this is an episode you can’t afford to miss.

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#Tech #Business News #Business #News #Jim Marous #Banking #Finance #Financial #Fintech #Jim #Leadership #Marous #Money #Evergreen #Digital #Digitaltransformation #Disruption #Influence #Transformation

Banking Transformed with Jim Marous

Unlocking Patterns of Success in Digital Transformation

Banking Transformed with Jim Marous

21 subscribers

published לפני שנה

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409 פרקים

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Banking Transformed with Jim Marous

1
Unlocking Growth Mode Series #2 Bridging Digital Banking Implementation Gaps 35:30

לפני 7 hours35:30

35:30

In the financial services industry, we often see a critical gap between technological potential and practical implementation. Financial institutions must bridge this divide, moving beyond the excitement of new technology to achieve measurable outcomes that impact both customer experience and operational efficiency. Today, we're joined on the Banking Transformed podcast by Tara Lacey, Regional Vice President of Customer Success at Backbase. Tara has made her career focusing on what truly matters in financial technology – not just helping to build innovative solutions, but ensuring they're effectively deployed to create real business value. We explore the evolving philosophy of customer success in banking technology – where the emphasis isn't on selling solutions but on ensuring their successful deployment and adoption. We also discuss why implementation strategy is often more important than the technology itself.…

Banking Transformed with Jim Marous

1
How the CBA Is Navigating Washington's Shifting Political Landscape 39:54

לפני 1 day39:54

39:54

With significant shifts in Washington's political dynamics and new regulatory challenges emerging across the banking sector, our discussion today will explore how the CBA is evolving to address these changes while balancing the needs of financial institutions and consumers alike. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, Lindsey Johnson, President and CEO of the Consumer Bankers Association, provides valuable insights into how the banking industry is adapting to a changing regulatory landscape in 2025. Johnson also discusses the CBA's evolving role in navigating the challenges of a new administration. Finally, Johnson shares her perspective on how banks can navigate the uncertainty of leadership changes at key regulatory agencies while maintaining focus on consumer needs. This episode is sponsored by Naehas. Naehas provides financial institutions with a centralized platform to efficiently manage product creation, pricing strategies, compliance, and disclosures. By automating complex processes and integrating advanced governance tools, Naehas significantly reduces operational risk and accelerates execution. Trusted by 6 of the 10 largest U.S. banks, our solution supports top-tier institutions in delivering precise, compliant offers with speed and accuracy. ⁠https://www.naehas.com/?utm_source=financialbrand&utm_medium=referral&utm_campaign=Banking_Transformed_podcast…

Banking Transformed with Jim Marous

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Banking Under Siege: Building Resilience Against Rising Fraud 40:24

לפני 6 ימים40:24

40:24

Since 2020, financial institutions have faced a perfect storm – rising funding costs, increased delinquencies, and now, a dramatic surge in sophisticated fraud attacks. We're joined on the Banking Transformed podcast by two experts from TransUnion who are at the forefront of understanding and combating these threats: Joshua Turnbull, VP of Card and Banking Strategy, and Craig LaChapelle, VP of Market Development. They'll share insights on why fraud losses are becoming more painful in today's high-cost environment, how fraudsters have adapted their strategies post-pandemic, and most importantly, how financial institutions can build resilience against these evolving threats. Whether you're concerned about the 37% increase in synthetic identities, the fact that 30% of online applications now come from bots, or the alarming spike in early default rates, this conversation will equip you with the knowledge and strategies needed to protect your institution and customers. This episode is sponsored by TransUnion. As part of a global information and insights company, the TransUnion Card and Banking business supports over 5,000 financial institutions in the US — from the largest card issuers and retail banks to community-based institutions and technology-driven card issuers. TransUnion has a world class identity spine – spanning consumer identity and behavior, email, device and calling data – that is recognized as a leader by analysts and trusted by the largest banks to enable their fraud strategies. https://www.transunion.com/extracreditpod?atvy=%7B%22264995%22%3A%22Experience+B%22%7D…

Banking Transformed with Jim Marous

1
How Ally Bank is Using AI to Reshape Financial Services 41:49

לפני 8 ימים41:49

41:49

In an industry where customer trust is paramount, financial institutions like Ally are navigating the delicate balance between rapid innovation and robust security. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we'll explore how Ally has leveraged generative AI to streamline operations, foster innovation, and enhance customer experiences while maintaining the trust fundamental to banking relationships. I'm thrilled to be joined by Sathish Muthukrishnan, Chief Information, Data, and Digital Officer at Ally Bank, one of America's leading digital financial services companies. Sathish will examine broader industry trends and provide a forward-looking discussion of Agentic AI's potential to revolutionize banking relationships, including the ethical considerations involved. This episode is sponsored by Naehas. Naehas provides financial institutions with a centralized platform to efficiently manage product creation, pricing strategies, compliance, and disclosures. By automating complex processes and integrating advanced governance tools, Naehas significantly reduces operational risk and accelerates execution. Trusted by 6 of the 10 largest U.S. banks, our solution supports top-tier institutions in delivering precise, compliant offers with speed and accuracy. https://www.naehas.com/?utm_source=financialbrand&utm_medium=referral&utm_campaign=Banking_Transformed_podcast…

Banking Transformed with Jim Marous

1
Unlocking Growth Mode Series #1 Unlocking Banking's Growth Mode 39:30

לפני 14 ימים39:30

39:30

The banking industry faces unprecedented pressure to shift from reactive service models to proactive engagement strategies. However, many institutions are still hindered by fragmented customer data, disconnected channels, and limited AI capabilities. Banking's future belongs to institutions that can harness unified data, artificial intelligence, and seamless experiences to predict and fulfill customer needs before they're articulated. I’m joined on the Banking Transformed podcast by Tim Rutten, Chief Marketing Officer at Backbase, to discuss how financial institutions can unlock their growth potential in an increasingly competitive and rapidly evolving market. We discuss how leading banks break down traditional barriers between products, channels, and business units to create cohesive customer journeys that build deeper relationships and unlock new revenue streams. Tim also provides actionable insights on prioritizing high-impact use cases that can be put into action today.…

Banking Transformed with Jim Marous

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How Jenius Bank is Revolutionizing Banking with Personalized Insights 35:10

לפני 15 ימים35:10

35:10

In less than two years, Jenius Bank has surpassed $2 billion in deposits and loans, and recently launched a next-generation mobile and online banking platform that promises to transform how customers understand and manage their finances. The focus has been on leveraging technology to deliver personalized insights, eliminating fees, and helping customers live what they call "richer lives." I’m excited to welcome back John Rosenfeld, President of Jenius Bank, the digital banking division of SMBC MANUBANK to the Banking Transformed podcast. John discusses how digital banking must evolve beyond convenient transactions to become a financial partner that provides actionable insights for customers. By focusing on financial wellness, data optimization, and the mind-money connection, Jenius Bank creating differentiation in a highly competitive digital banking landscape.…

Banking Transformed with Jim Marous

1
From Data Overload to Strategic Insights 51:57

לפני 20 ימים51:57

51:57

Despite having accumulated vast amounts of customer data for decades, many financial institutions struggle to effectively harness this information for strategic advantage. Legacy systems, organizational silos, and competing priorities often leave valuable data isolated and underutilized. Meanwhile, the rapid advancement of artificial intelligence and machine learning technologies has created both immense opportunities and significant challenges for banks trying to keep pace. I'm joined on the Banking Transformed podcast by Lee Wetherington, Senior Director of Corporate Strategy at Jack Henry™ & Associates. Lee has been at the forefront of helping financial institutions navigate these complex data and AI challenges. This episode is sponsored by Jack Henry. Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward. Visit jackhenry.com to learn more. https://www.jackhenry.com/topi... LinkedIn: https://www.linkedin.com/company/6970 (Jack Henry) Facebook: https://www.facebook.com/JackHenryAssociates/ (Jack Henry) Twitter/X: https://twitter.com/JH_Fintech Instagram: https://www.instagram.com/jackhenry_fintech/…

Banking Transformed with Jim Marous

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How Top Banks Are Turning Customer Experience into Sustainable Growth 52:52

לפני 22 ימים52:52

52:52

In a world saturated with digital noise, where customer loyalty is increasingly rare, how can traditional banks not just survive, but thrive? I’m joined on the Banking Transformed podcast by Kartik Ramakrishnan, CEO of Financial Services at Capgemini, to discuss the eye-opening findings from their just-released 2025 World Retail Banking Report. This report reveals some concerning trends, including the a vast majority of customers are indifferent or outright dissatisfied with their current banking experiences. Meanwhile, banking executives are struggling to convert prospects into customers, with significant gaps between what consumers want and what banks are delivering. But within these challenges lie extraordinary opportunities for transformation. We explore how leading financial institutions are using the customer-centric "flywheel growth model" to attract, engage, and delight digital-first customers in an increasingly competitive landscape.…

Banking Transformed with Jim Marous

1
Stop Marketing Like It’s 1999 45:53

לפני 29 ימים45:53

45:53

In an evolving banking ecosystem, CMOs must approach AI as a transformative force while avoiding the pitfalls of short-term thinking. To drive differentiation, forward-thinking marketing leaders must leverage first-party data foundations, AI tools, and human creativity and stop marketing like it’s in 1999. On today’s episode of Banking Transformed, my friend Eric Fulwiler, who is the co-founder and CEO of the marketing consultancy Rival, joins me to discuss how true marketing innovation will come not from the AI tools themselves but from proprietary customer insights and creative application of AI outputs. Eric also shares practical frameworks for CMOs to evaluate AI investments, build team capabilities, and maintain a strategic perspective amid rapid change while providing tips for ongoing AI learning.…

Banking Transformed with Jim Marous

1
Beyond the Hype: AI Applications Transforming Banking 47:28

לפני 5 weeks47:28

47:28

According to Avanade's latest AI Value Report, 59% of these institutions have already embarked on AI transformation journeys, with a third claiming completion. Yet beneath this enthusiasm lies a complex reality: many banks expect quick returns while still building fundamental capabilities in data management, security, and infrastructure. Joining me on the Banking Transformed podcast are Jeromey Farmer, Head of Data & AI for North America at Avanade, and Daragh Morrissey, Director of Artificial Intelligence for WW Financial Services at Microsoft. Together, we'll unpack the report's findings, explore real-world AI use cases delivering value now, examine implementation opportunities and challenges, and look ahead to what's next, including the transformative potential of agentic AI. Microsoft Copilot for Banking | Avanade…

Banking Transformed with Jim Marous

1
ProSight Doubles Down on Helping the Banking Industry Thrive 46:30

לפני 5 weeks46:30

46:30

As financial institutions navigate rapid technological change, evolving customer expectations, and increasingly complex regulatory environments, industry associations like ProSight play a crucial role in providing guidance, resources, and community. My guest on the Banking Transformed podcast is Debbie Bianucci, who led BAI for nearly 30 years before becoming President and CEO of ProSight. She, shares insights on the complementary strengths each organization brought to the merger and how their combined capabilities create a more comprehensive support system for financial institutions. The conversation examines how ProSight is helping banks navigate digital transformation, changing customer expectations, regulatory complexity, and emerging risks. Debbie highlights ProSight's expanded suite of offerings, including decision support tools, research, learning programs, and peer networking opportunities designed to equip financial leaders with practical strategies for success.…

Banking Transformed with Jim Marous

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Revolutionizing Small Business Banking in 2025 49:29

לפני 6 weeks49:29

49:29

Small businesses are facing unprecedented challenges alongside remarkable opportunities as they respond to the digitalization of engagement, an uncertain geopolitical landscape and increasing consumer expectations. More than ever they want their financial institution to be a partner in their journey. In this episode of Banking Transformed, we sit down with Manny Tocco, Chief Operating Officer of Business Banking at Citizens Bank. Manny shares his insights on the major trends impacting small businesses and how financial institutions must reimagine their small business banking model from the ground up, balancing high-tech capabilities with high-touch relationship management. Whether you're a banking executive seeking to enhance your small business strategy, a fintech leader looking for partnership opportunities, or a small business owner navigating the evolving financial landscape, this conversation offers valuable perspectives on creating meaningful banking relationships in a digital-first world that still craves human connection and expertise.…

Banking Transformed with Jim Marous

1
How Experience-Driven Design Is Revolutionizing Physical Engagement 53:16

לפני 7 weeks53:16

53:16

As financial institutions navigate the challenges of digital transformation while maintaining relevant physical spaces, organizations must focus on reimagining how to connect with customers in an increasingly digital world. This must include a shift from transaction-focused branch designs to experience-centered environments that prioritize consultative interactions. I’m joined on the Banking Transformed podcast by EJ Kritz, Chief Experience Officer at DBSI. EJ shares his expertise on the evolution of branch banking design and customer experience improvements. Recorded live at the Visionary Voices event in Chandler, Arizona, the conversation digs into how data-driven design decisions are helping banks optimize their physical footprint while enhancing customer engagement. Whether you're looking to revitalize your branches or enhance your overall customer journey, this conversation offers valuable insights for financial leaders ready to transform their approach.…

Banking Transformed with Jim Marous

1
Building Engagement at Speed and Scale 49:28

לפני 9 weeks49:28

49:28

Financial institutions face unprecedented challenges in product innovation and customer communication. From managing complex compliance requirements to optimizing offer management across multiple channels, banks struggle with outdated systems that hinder their ability to compete effectively. Today, we're joined on the Banking Transformed podcast by Rab Govil, CEO and founder of Naehas, whose platform transforms how banks create, manage, and execute financial products and offers. Rab shares practical insights on how banks can reduce time-to-market for new products, ensure consistent messaging across channels, and maintain regulatory compliance without sacrificing innovation. Whether you're struggling with disclosure management, seeking to improve offer personalization, or modernizing your product pricing strategy, this conversation provides actionable solutions for banking's most pressing operational challenges. This episode of Banking Transformed is sponsored by Naehas Naehas accelerates value for financial institutions by leveraging deep expertise to strengthen how products, pricing, and compliance are structured, governed, and executed. Our platform enables institutions to align regulatory oversight, offer execution, and hyper-personalized engagement within a single, scalable framework. By integrating automation, structured governance, and data-driven decision-making, Naehas empowers financial institutions to focus on trust, operational transparency, and sustained growth. Visit: https://www.naehas.com/?utm_source=Banking+Transformed&utm_medium=podcast&utm_campaign=FB…

Banking Transformed with Jim Marous

1
Unlocking Patterns of Success in Digital Transformation 57:50

לפני 10 weeks57:50

57:50

In today’s rapidly evolving world of fintech and digital transformation, success is often painted as a glamorous journey of resilience and grit. But the reality is far more complex—and far less forgiving. In this episode of Banking Transformed, we sit down with renowned fintech leader and author Leda Glyptis to explore the hard truths behind building what lasts. Drawing from her new book, Beyond Resilience: Patterns of Success in Fintech and Digital Transformation, Leda reveals that survival in this industry is not about luck or brilliance — it’s about mastering the art of doing hard, often unglamorous work, consistently and with precision. Whether you’re leading digital change within a bank or launching the next disruptive fintech, this conversation will shift your perspective on what it really takes to beat the odds. If you’re ready to move beyond the hype and uncover the playbook for building the future of financial services, this is an episode you can’t afford to miss.…

Banking Transformed with Jim Marous

1
2025 Banking Forecast: Why Technology Alone Won't Drive Growth 44:40

לפני 11 weeks44:40

44:40

The 2025 Retail Banking Trends and Priorities Report reveals an industry in transition. While 51% of institutions are actively implementing digital transformation efforts, 22% struggle with implementation or have halted their efforts. Key priorities focus on improving digital experiences (52%) and enhancing data capabilities (33%), while AI adoption is slowly expanding beyond security into customer service and process automation. Most interestingly, despite the continued focus on improving digital delivery, organizations, especially credit unions, are still building new branches. My guest on Banking Transformed, Mark Sievewright, Chief Strategy Officer for SRM, shares his perspective on where banks and credit unions focus their efforts and whether some of their investments may be misguided. He also discusses how the findings challenge conventional wisdom about digital transformation and highlight the complex balance between innovation and customer expectations.…

Banking Transformed with Jim Marous

1
Breaking Down Barriers to Deploy GenAI Solutions Faster 52:11

לפני 12 weeks52:11

52:11

While banks have successfully implemented GenAI for internal processes and back-office operations, they struggle to achieve meaningful ROI on customer-facing solutions like agent assist and Conversational IVR due to regulatory compliance requirements, data privacy concerns, and model explainability needs. This results in significant hurdles when deploying customer-facing applications. In this episode of Banking Transformed, we're joined by Manish Gupta, CEO of Corridor Platforms, and Toby Brown, Managing Director of Global Retail Banking Solutions at Google Cloud, to discuss their groundbreaking partnership and how AI and cloud technologies can transform banking decisioning capabilities, enabling institutions to compete effectively while maintaining regulatory compliance. Our guests will also share insights on overcoming implementation challenges, managing GenAI risks, and creating sustainable frameworks for long-term success in digital banking. This episode of Banking Transformed is sponsored by Corridor Platforms Financial institutions have made substantial investments in GenAI capabilities, yet face significant challenges in deploying high ROI customer-facing applications such as agent assist and Conversational IVR solutions. As banks’ Model Risk Management and Compliance teams grapple with novel GenAI risks without regulatory precedents, Corridor’s GenGuardX (GGX) platform emerges as a comprehensive solution designed by industry experts to bridge the gap between innovation and risk management. For more information: https://ggx.corridorplatforms.com/…

Banking Transformed with Jim Marous

1
Transforming Banking Data into Customer Value 45:08

לפני 12 weeks45:08

45:08

Several key data trends are transforming the competitive landscape of banking. First, the emergence of Agentic AI is prompting institutions to reconsider how they organize and use customer data. Second, vendor consolidation is compelling banks to take greater control of their data strategies. Third, the growing sophistication of AI models requires higher-quality data to provide personalized experiences while addressing bias risks. In this episode of Banking Transformed, Don Permezel, VP of Data & AI at nCino, joins us to explore how banks must evolve beyond mere data collection to unlock true customer value through AI-powered personalization. The discussion reveals that while many banks excel at data collection and storage, they often fail to turn this data into actionable intelligence that enhances customer value. This episode of Banking Transformed is sponsored by nCino nCino is the leading provider of intelligent, best-in-class banking solutions, focused on streamlining operations for financial institutions. Its Cloud Banking Platform is a single end-to-end platform that can enhance loan origination, customer onboarding, compliance, and portfolio management for banks, credit unions, and lenders. Over 1,850 financial institutions worldwide use the platform to solve business challenges, digitize processes, and enhance the customer experience through speed and convenience. For more information visit www.ncino.com/en-US…

Banking Transformed with Jim Marous

1
Alternative to Core Replacement That Redefines Digital Finance 51:28

לפני 13 weeks51:28

51:28

Legacy core systems, often decades old, restrict innovation and limit the ability to offer personalized digital products. Traditional "rip and replace" approaches to modernization are risky, expensive, and time-consuming. Organizations need a solution enabling speed and scale innovation while preserving existing infrastructure investments. On this episode of the Banking Transformed podcast , Ahon Sarkar, SVP and general manager of Helix at Q2 discusses a revolutionary approach to core banking modernization. By combining Q2's digital banking platform, Helix's cloud-based core, and extensive fintech partnerships, Q2 Fabric enables financial institutions to launch modern digital products without replacing legacy systems. The conversation explores how this solution helps banks and credit unions compete in today's digital landscape while minimizing risk and maximizing ROI.…

Banking Transformed with Jim Marous

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Maximizing Value from Technology Investments 38:51

לפני 13 weeks38:51

38:51

Three-quarters of banks report that legacy infrastructure poses significant barriers to implementing new digital solutions. This creates a complex challenge of balancing innovation with addressing budgetary constraints and maintaining operational efficiency. In this episode of Banking Transformed, Barb Morgan, Chief Product & Technology Officer at Temenos, discusses how financial institutions can navigate this technological crossroads, examining strategies for optimizing tech spending, modernizing infrastructure, and leveraging emerging technologies like generative AI to enhance operational efficiency and customer experience. We also explore the evolving role of leadership in driving technological change, including the critical balance between innovation and risk management. The conversation further addresses the industry's growing talent challenge – from recruiting tech-savvy professionals to upskilling existing teams.…

Banking Transformed with Jim Marous

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Unlocking Value Through Data-Enabled Core Systems 49:40

לפני 14 weeks49:40

49:40

Financial institutions of all sizes face mounting pressure to compete with tech giants, global banks and nimble fintechs while meeting rising customer expectations for personalized experiences. The key to success lies not in matching their scale, but in leveraging data more effectively through modern core banking systems. Jeffrey Kendall, Chairman and CEO of Nymbus, is joining me today on the Banking Transformed podcast. We will discuss how data-enabled core banking is transforming financial institutions and enabling them to deliver personalized experiences that rival the largest banks and most nimble fintechs. We also will explore the intersection of vertical banking strategies, real-time data analytics, and the future of community banking.…

Banking Transformed with Jim Marous

1
Digital Banking Evolution: Lessons from the Innovation Frontlines 45:37

לפני 15 weeks45:37

45:37

Banks and credit unions must innovate faster and deliver flexible, scalable, and differentiated offerings to keep up with account holders' changing expectations. This is best achieved through collaborations with solution providers and fintech organizations that offer customizable digital-first offerings. On this episode of the Banking Transformed podcast , Deena Otto, COO of Stanford FCU, and Dan Collins, Director of Digital Development at Visions FCU, share how their organizations are revolutionizing their approach to innovation. Rather than building solutions from scratch or undertaking time-consuming custom integrations, these institutions leverage pre-built components and standardized integration frameworks to deploy new solutions rapidly. Learn how these two credit unions “punch above their fighting weight" by reducing what would typically be year-long development cycles into projects deliverable within three to six months.…

Banking Transformed with Jim Marous

1
The Great Banking Reset: Merging High-Tech with High-Touch 39:02

לפני 15 weeks39:02

39:02

The banking industry stands at a pivotal crossroads as we approach 2030. While the past quarter-century was defined by digital transformation, which brought unprecedented efficiency and convenience, it also created an unexpected paradox: the loss of personal connection in banking relationships. In this episode of Banking Transformed, Michael Abbott, Senior Managing Director and Global Banking Lead at Accenture, discusses how artificial intelligence and emerging technologies will help banks bridge this gap. They will enable them to combine digital efficiency with the personal touch that defined banking's golden era. We also explore how banks can differentiate themselves in an increasingly competitive landscape where technology alone is no longer enough to win customer loyalty.…

Banking Transformed with Jim Marous

1
How to Create a Website Presence That Generates New Business 40:04

לפני 16 weeks40:04

40:04

A strong web presence isn't just an advantage—it's essential for survival and growth. In today's competitive market, a powerful digital footprint can mean the difference between thriving and merely surviving. Understanding how to optimize your digital presence is crucial, whether you want to increase brand awareness, drive customer engagement, or boost conversions. In this episode of Banking Transformed, we are joined by Anil Aggarwal, the CEO of Milestone. Anil dives deep into the strategies and principles behind building a commanding digital presence. From content creation and audience engagement to measuring success and adapting to changing technologies, he shares the key elements of a successful online strategy. Anil also shares ways financial institutions of all sizes can go beyond using their website for brand building to creating new business opportunities. This episode of Banking Transformed Solutions is sponsored by Milestone Milestone’s Digital Experience platform including SEO-first CMS and Generative AI platform empowers financial businesses to be easily found online, deliver personalized digital experiences, enhance customer engagement, and drive conversions—powered by data insights, personalized content, and generative AI. We enable our clients to lead their industries with technology that drives growth and measurable results and have over 10,000 websites on our platform across multiple verticals. URL: https://www.milestoneinternet.com/…

Banking Transformed with Jim Marous

1
Creating Dynamic Personal Banking Experiences at Scale 49:44

לפני 17 weeks49:44

49:44

According to recent Q2 research , 74% of people across generations want more personal banking experiences, and 70% trust their financial institutions to create those experiences using data and AI. Yet, many banks and credit unions struggle to deliver the level of personalization consumers expect from their digital experiences. On this episode of the Banking Transformed podcast , Anthony Ianniciello, VP of Product Management at Q2, and David Sant, Chief Strategy Officer at Cyprus Credit Union, explore how financial institutions can transform commodity banking transactions into differentiated, personalized experiences that build lifetime relationships. Our guests share insights from both the technology and implementation perspectives, discussing real-world challenges and solutions in building a modern banking relationship strategy.…

Banking Transformed with Jim Marous

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How to Close the Digital Maturity Gap in Business Banking 52:28

לפני 17 weeks52:28

52:28

The recently released Business Banking Digital Maturity Report provides unprecedented insights into how financial institutions transform their business banking capabilities for a digital future. This research is unique because it goes beyond measuring digital capabilities to examine the culture, talent strategies, and operational models that separate leaders from followers. In this episode of Banking Transformed , Allison Cerra, the Chief Marketing Officer at Alkami Technologies and Casey Hogarth from Emerald Research Group discuss this first-of-its-kind research. We explore why some organizations are growing 10 times faster than their peers, how smaller institutions are successfully competing against larger competitors, and what it takes to build a digitally mature business banking operation. Most importantly, our guests will provide a roadmap for how any financial institution can accelerate its digital transformation journey.…

Banking Transformed with Jim Marous

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Crafting Unique Business Banking Experiences 48:20

לפני 19 weeks48:20

48:20

Mid-sized financial institutions face unprecedented challenges. They must compete with larger banks that have massive technology budgets and nimble fintechs that can quickly deploy innovative solutions. The pressure to deliver sophisticated products and seamless digital experiences while maintaining the personalized service that distinguishes regional banks has never been greater. Today's guest, Matt Wind, head of product management at Popular Bank, joins the Banking Transformed podcast . He brings a unique perspective to these challenges, having recently transitioned from a 26-year tenure at Comerica Bank to a leadership role at Popular Bank. The discussion explores critical decisions regarding technology partnerships, innovation strategies, and the balance between building in-house solutions and partnering with third-party providers.…

Banking Transformed with Jim Marous

1
Payments and Embedded Finance Evolution: The Citi Experience 39:59

לפני 20 weeks39:59

39:59

Embedded financial products and flexible payment solutions are reshaping how consumers interact with banking services. As commerce increasingly shifts toward integrated experiences, the ability to seamlessly embed financial services — from buy-now-pay-later options to comprehensive lending solutions — directly into the purchase journey has become critical for merchants and financial institutions. Terry O’Neil, Head of Connected Commerce for Citi Retail Services and Head of Strategic Partnerships for Citi U.S. Personal Banking, joins the Banking Transformed podcast to discuss how the convergence of traditional banking capabilities with modern digital experiences creates new growth opportunities while challenging established business models. The discussion explores the impact on consumers, merchants, and financial institutions as we move toward an increasingly integrated financial ecosystem.…

Banking Transformed with Jim Marous

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Desire for Data-Driven Personalization Unites Demographic Segments 46:47

לפני 21 weeks46:47

46:47

Today on the Banking Transformed podcast , we’re joined by Jaime Dominguez, Principal Product Marketer at Q2, to discuss their groundbreaking report on cross-generational banking preferences. This study, conducted in partnership with Harris Research, offers crucial insights into how financial institutions can deliver personalized experiences across different age groups. We discuss the surprising similarities in banking preferences across generations, the high level of trust in the banking industry, and the strong desire for personalized experiences. We'll also delve into the role of AI in fraud detection, the importance of data-driven personalization, and Gen Z's unique banking behaviors. The findings challenge some common assumptions about generational differences in banking preferences and highlight important opportunities for financial institutions.…

Banking Transformed with Jim Marous

1
Banking 2025: Digital Revolution Meets Economic Reality 37:17

לפני 21 weeks37:17

37:17

Traditional financial institutions are rapidly evolving in response to technological innovation, changing consumer expectations, and economic uncertainties. From the rise of digital-first banking solutions to the decline of cash transactions, from embedded financial services to the emergence of digital currencies, the very foundation of banking is being reshaped. Jan Bellens, Leader in the Global Banking Practice at EY, joins us on the Banking Transformed podcast . He provides a global perspective on the state of banking transformation, regulatory frameworks, and the unique challenges and opportunities financial institutions face in uncertain times. He also provides guidance for financial institutions hoping to become more future-ready in 2025 and beyond. Finally, we explore how leading banks must reimagine their infrastructure, highlighting that operational resilience has become the new competitive advantage in banking.…

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