Episodes

  • Unlocking Growth Mode Series #3 How Banks Are Failing Their Most Valuable Clients

    Unlocking Growth Mode Series #3 How Banks Are Failing Their Most Valuable Clients
    May 21 2025
    While consumer digital banking has seen tremendous innovation, commercial and wealth management sectors often lag behind, creating frustration for some of banking's most valuable customers. We're joined on the Banking Transformed podcast by Alex Jimenez, Lead Principal Consultant at Backbase. Alex helps us understand the critical differences between consumer, small business, commercial, and wealth solutions – and why a one-size-fits-all approach fails in today's competitive landscape. He also explores the unique needs of the commercial and wealth segments, examining the performance gaps currently plaguing the industry. The message is clear – financial institutions can no longer afford to focus exclusively on consumer digital experiences while neglecting their commercial and wealth management clients.
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    50 mins
  • An Inside Look at Zions Bank's Core Systems Modernization

    An Inside Look at Zions Bank's Core Systems Modernization
    May 20 2025
    In an industry where legacy infrastructure often dates back decades, core conversions represent immense challenges and transformative opportunities. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we had the opportunity to speak with Jennifer Smith, Chief Information Officer of Zions Bank, who has recently led one of banking's most complex technological undertakings: a complete core systems modernization. Jennifer will share invaluable insights from Zions Bank's journey, from the initial business case through implementation and beyond. Her firsthand experience navigating this intricate process offers a unique window into how financial institutions can successfully approach these mission-critical transformations while maintaining business continuity and enhancing customer experience. This episode of Banking Transformed 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
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    44 mins
  • Aligning Technology and Strategy for Banking Success

    Aligning Technology and Strategy for Banking Success
    May 15 2025
    This episode of the Banking Transformed podcast, as part of the Experience Factor series, sponsored by Q2, tackles the persistent gap between recognized trends and strategic priorities revealed in the 2025 Retail Banking Trends report. Fabio Biasella from EngageFI helps listeners develop frameworks for ensuring technology investments directly enhance customer experiences rather than simply adding capabilities. We explore why only 7% of institutions have fully achieved their digital transformation goals despite widespread recognition of its importance, and how experience-led approaches can accelerate progress. The conversation will also provide practical guidance for building organizational resilience through customer-centric transformation, helping banks and credit unions create a sustainable competitive advantage regardless of marketplace shifts.
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    54 mins
  • How U.S. Bank is Building a Resilient Digital Bank

    How U.S. Bank is Building a Resilient Digital Bank
    May 13 2025
    As financial institutions navigate an increasingly complex digital landscape, they face the dual challenge of driving innovation while maintaining the security and reliability that customers expect. Dominic Venturo, Senior Vice President and Chief Digital Officer at U.S. Bank, has been at the forefront of US Bank's digital transformation, helping his organization develop resilient systems that not only respond to change but anticipate it. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, our conversation explores how modern resilience in banking has evolved beyond disaster recovery to become a dynamic capability that enables personalization, real-time engagement, and proactive risk management. This episode of Banking Transformed 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
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    44 mins
  • Unlocking Growth Mode Series #2 Bridging Digital Banking Implementation Gaps

    Unlocking Growth Mode Series #2 Bridging Digital Banking Implementation Gaps
    May 7 2025
    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.
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    36 mins
  • How the CBA Is Navigating Washington's Shifting Political Landscape

    How the CBA Is Navigating Washington's Shifting Political Landscape
    May 6 2025
    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
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    40 mins
  • Banking Under Siege: Building Resilience Against Rising Fraud

    Banking Under Siege: Building Resilience Against Rising Fraud
    May 1 2025
    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
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    40 mins
  • How Ally Bank is Using AI to Reshape Financial Services

    How Ally Bank is Using AI to Reshape Financial Services
    Apr 29 2025
    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
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    42 mins