In episode two of our two-part Believe in Banking podcast series on growth, Sean and Gina discuss the evolving expectations in banking – from generational demands for advisory experiences to neighborhood variations – all impacting how the branch functions. Their conversation covers how generational life stage differences offer an opportunity for banks to step up and serve, especially as Millennials and Gen Z visit the physical bank branch more frequently and Gen X enters their prime earning years. They address the need for financial institutions to adapt to these changing conditions and reimag ..read more

In episode one of a two-part Believe in Banking podcast series on growth, Sean and Gina kick off the new year with a discussion around how financial institutions are increasing their influence to reach more consumers where they are. From the rising momentum around M&A to organic growth and branching, financial institutions are looking to boost their competitive edge by becoming bigger and stronger. In this renewed environment, even new bank formation is on the rise. Their conversation covers the significance of marquis events like Bank Director’s “Acquire or Be Acquired” conference where A ..read more

In part two of the special guest episode of the Believe in Banking podcast, Sean and Gina welcome back Dan Rousseve, Chief Information Officer, and Angie Dvorak, Chief Marketing & Growth Officer, of Everwise Credit Union, formerly Teachers Credit Union. They continue the discussion on the credit union’s rebranding journey, including challenges they faced from Covid to change in leadership, both of which had the potential to stall their progress. But they persevered, knowing what a refreshed brand could do for their organization. When it was unveiled, the new brand Everwise was widely embra ..read more

In this special guest episode of the Believe in Banking podcast, Sean and Gina welcome Dan Rousseve, Chief Information Officer, and Angie Dvorak, Chief Marketing & Growth Officer, of Everwise Credit Union, formerly Teachers Credit Union. In their dynamic discussion, Dan and Angie address the credit union’s storied history and the challenges of operating as Teachers Credit Union as they expanded their membership base beyond their educator origins. The conversation covers the important role that formal and informal research played in building consensus among the C-Suite toward a name change ..read more

In episode two of our Believe in Banking podcast series on Gen Z, Sean and Gina welcome back Adrenaline’s Chief Brand Officer, Juliet D’Ambrosio. Armed with knowledge about this myth-busting generation, the three discuss how banks and credit unions are adapting to meet the needs of Gen Z. They provide examples of institutions like UniWyo Credit Union, AMOCO Credit Union and Guaranty Bank that have created updated experiences to engage people throughout their life stages and share meaningful insights about how modern and approachable branch design welcomes in Gen Z into a new banking relationsh ..read more

In this episode, Sean and Gina share timely insights from speaking and participation at the financial industry’s leading conferences. Specifically, they discuss demands on banking and credit union leaders relating to their branch networks and how planning for saving and growing at the same time is essential for institutions of all sizes. To make the most of opportunities that branches bring, many institutions have been active in either acquiring small networks or building new locations in growth markets. Addressing the latest generational data, they discuss how people from all generations are ..read more

In this special summer episode on innovation, Sean and Gina look at change in financial services at the institutional and industry level. With data and insights gathered from the financial services sector’s most influential gatherings, they discuss new ways that banks and credit unions usher in upgrades to meet customer expectations, while driving more efficiencies in the branch network. They discuss deploying digital solutions and ITMs that go beyond omnichannel, into a total experience journey, and share examples of forward-thinking organizations focused on future-proofing and growing their ..read more

In this special episode, Sean and Gina welcome back Dave Ehlis, President and CEO of Bravera Bank. In part two of their discussion, Dave talks about how the brand change the bank prioritized would come to life inside their branches and across their growing network – from smaller more rural branches to larger ones in bigger cities. He talks about the power of optimism and how instead of fixating on the downsides of change, leadership across their organization focused instead on what could go right, and how committing to investing in manifesting this brand to branch change would pay off now and ..read more

In this special episode, Sean and Gina welcome David Ehlis, President and CEO of Bravera Bank, a regional banking leader in the Northern Plains. In this conversation, Dave discusses the bank's rich history and new challenges they faced as they continued their path to growth. When the financial institution formerly known as American Bank Center was expanding their reach, they needed a more ownable name as they moved into new markets. Dave describes the decision-making, change management and consensus-building needed for such a large-scale institutional change, and ultimately how a rename and a ..read more

In this episode, Sean and Gina look at two influential industry reports and how they provide a snapshot of our current moment in banking. First, they discuss the Edelman Trust Barometer, an annual report that provides insights into the influence of trust across our institutions and industries. While this year’s report continues to show an undercurrent of mistrust among consumers, business maintains its position as the most trusted sector in society, giving bank brands a real opportunity to deepen relationships. Next, they bring on Adrenaline’s Chief Brand Officer Juliet D’Ambrosio to discuss t ..read more