Episodes

  • Banking's Next Chapter: 5th Anniversary Special (Part 2)

    Banking's Next Chapter: 5th Anniversary Special (Part 2)
    Nov 19 2024
    Welcome to the second part of our episode, where we turn the tables in celebration of our 5th anniversary at Banking Transformed, I'm honored to be interviewed my senior producer, Leah Haslage, from Evergreen Podcasts. In this two-part episode, we discuss the journey of the Banking Transformed podcast, the evolution of the banking industry, and insights into the future of financial services. We explore how the podcast has chronicled the remarkable transformation of banking during one of the most disruptive periods in financial services history. In this and the previous episode, we discuss the major trends shaping the industry, memorable guest insights, and my predictions for the future. Both episodes offer a unique perspective on how digital disruption has transformed banking and provide valuable insights into the challenges and opportunities that lie ahead.
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    39 mins
  • Banking's Next Chapter: 5th Anniversary Special (Part One)

    Banking's Next Chapter: 5th Anniversary Special (Part One)
    Nov 12 2024
    Today, we're turning the tables. In celebration of our 5th anniversary at Banking Transformed, I'm honored to be interviewed my senior producer, Leah Haslage, from Evergreen Podcasts. In this first part of a two-part episode, we discuss the journey of the Banking Transformed podcast, the evolution of the banking industry, and insights into the future of financial services. From our first episode to our latest discussions on artificial intelligence and digital innovation, we explore how the podcast has chronicled the remarkable transformation of banking during one of the most disruptive periods in financial services history. In this and our following episode, we discuss the major trends shaping the industry, memorable guest insights, and my predictions for the future. Both episodes offer a unique perspective on how digital disruption has transformed banking and provide valuable insights into the challenges and opportunities that lie ahead.
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    40 mins
  • Bridging the Generative AI Readiness Gap

    Bridging the Generative AI Readiness Gap
    Oct 31 2024
    AI and generative AI are set to revolutionize the financial services industry. But how are banks leveraging these powerful tools, and what challenges do they face? In this episode of Banking Transformed, Monica Hovsepian and John Radko from OpenText will share their insights on the current state of AI in banking, its potential to transform customer experiences, and strategies for fast and seamless deployment. Drawing from the latest Digital Banking Report, they explore the current adoption levels of AI in banking, the challenges institutions face in implementation, and strategies for bridging the AI readiness gap. Download the Digital Banking Report, State of AI in Banking here. This episode of Banking Transformed Solutions is sponsored by OpenText OpenText™ is the leading Information Management software and services company in the world. We help organizations solve complex global problems with a comprehensive suite of Business Clouds, Business AI, and Business Technology. OpenText™ serves 19 of the top 20 Financial Services institutions globally. Unleash the power of AI and analytics to become a leading digital bank. For more information about OpenText (NASDAQ/TSX: OTEX) click here: Operational excellence in Banking | OpenText
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    33 mins
  • NVIDIA Executive Reveals How AI is Reshaping Financial Services

    NVIDIA Executive Reveals How AI is Reshaping Financial Services
    Oct 28 2024
    Against a landscape where 91% of financial institutions are either assessing or deploying AI in production, Malcolm deMayo, global vice president of the financial services industry at NVIDIA, joins us on the Banking Transformed podcast. This episode provides an in-depth look at the rapidly evolving AI landscape in financial services, backed by NVIDIA's latest industry survey of global financial services professionals. We explore why 75% of institutions consider their AI capabilities industry-leading or competitive and discuss the finding that 97% plan to increase their AI infrastructure spending this year. Malcolm deMayo also shares insights on how institutions tackle key challenges, including data privacy and talent acquisition, while implementing AI across critical areas such as risk management, operations improvement, and customer experiences.
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    45 mins
  • MindShift: Unlocking Innovation and Humanity in the Age of AI

    MindShift: Unlocking Innovation and Humanity in the Age of AI
    Oct 22 2024
    In this episode of Banking Transformed, we're joined by Brian Solis, Head of Global Innovation at ServiceNow and author of the newly released book 'MindShift.' We explore the critical insights from Brian's latest work, which offers a roadmap for corporate executives navigating the complexities of leadership and innovation in an era of unprecedented change. We'll discuss how leaders can find clarity amidst uncertainty, harness the power of AI while maintaining a human touch, and leverage customer experience as a competitive advantage. From redefining leadership in the digital age to embracing disruption as an opportunity for growth, Brian's 'MindShift' provides a fresh perspective on thriving in today's rapidly evolving business landscape.
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    43 mins
  • Balancing Speed and Safety with Instant Loan Decisioning

    Balancing Speed and Safety with Instant Loan Decisioning
    Oct 16 2024
    In this episode of Banking Transformed, I sit down with Robert Watts, VP of Consumer Credit at D.L. Evans Bank, a $3 billion community bank serving Southern Idaho and Northern Utah. We discuss how the bank is embracing the power of instant loan decisioning, balancing risk, compliance, and customer needs. Watts highlights the bank's extraordinary growth, transitioning from processing 100-200 loan applications annually to around 300 monthly applications, mainly due to rethinking internal processes and collaborating with innovative partners. Watts also advises other financial institutions embarking on digital transformation, recommending a step-by-step approach, embracing change, and avoiding the temptation to implement all changes simultaneously. This episode of Banking Transformed Solutions is sponsored by MeridianLink MeridianLink® (NYSE: MLNK) powers digital lending and account opening for financial institutions and provides data verification solutions for consumer reporting agencies. MeridianLink’s scalable, cloud-based platforms help customers build deeper relationships with consumers through data-driven, personalized experiences across the entire lending life cycle. MeridianLink enables customers to accelerate revenue growth, reduce risk, and exceed consumer expectations through seamless digital experiences. Its partner marketplace supports hundreds of integrations for tailored innovation. For more than 20 years, MeridianLink has prioritized the democratization of lending for consumers, businesses, and communities. Learn more at meridianlink.com.
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    17 mins
  • The Future of Financial Wellness: The Evolution of the Debbie App

    The Future of Financial Wellness: The Evolution of the Debbie App
    Oct 8 2024
    Two years ago, we introduced you to the Debbie app, an innovative rewards platform aimed at improving financial wellness. We're excited to welcome back Frida Leibowitz, one of Debbie's co-founders, to discuss their journey since our last conversation. In a world where economic uncertainty has become the norm, the need to transform borrowers into wealth builders has never been more crucial. In this episode of Banking Transformed, we explore how the Debbie app has evolved, the challenges it has faced, and the impact it has had on users' financial behaviors. Join us as we delve into Debbie's growth story, their adaptive strategies, and their vision for the future of financial wellness.
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    45 mins
  • The Power of a Modern Document Management System

    The Power of a Modern Document Management System
    Oct 3 2024
    In an industry where security, efficiency, and client relationships are paramount, having an integrated and democratized document and information management platform is more important than ever. In this episode of Banking Transformed, we explore the evolving landscape of document and information management in financial services with Matt Geiger from Sharefile. We discuss critical challenges banks and credit unions face and how innovative solutions can address these issues head-on. Matt also touches on the future of financial document management, including the role of AI and machine learning in creating more personalized, secure, and efficient systems. This episode of Banking Transformed Solutions is sponsored by Sharefile ShareFile helps professionals deliver modernized client experiences with collaboration and workflow technology that is highly secure, easy to use, and customizable to fit their organization’s unique needs. Designed with highly regulated industries in mind, ShareFile offers secure, digital technology to simplify workflows and improve collaboration. ShareFile works with your existing technologies and gives you added visibility, speed, and efficiency, without sacrificing security. Visit sharefile.com
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    39 mins