The launch of Ally’s self-built AI platform Ally.ai in collaboration with Microsoft represents a measured yet trailblazing foray into next-gen technologies for banking. Rather than reacting to hype, Ally has taken a principled approach focused on productivity, security, scalability and an improved customer experience. Ally’s emphasis on co-piloting change also signals the value of strategic partnerships between banks and tech players in steering AI’s responsible adoption, providing a blueprint for financial institutions of all sizes eyeing productive AI integration. Joining me on the Bank ..read more

In today's episode of the Banking Transformed podcast, we are revisited by Jacob Morgan, four-time best-selling author and renowned leadership futurist. Jacob has worked with and interviewed hundreds of top business leaders around the globe to uncover the most critical leadership trends shaping the future of work. Jacob shares his groundbreaking research on the top 7 leadership trends for 2024 and how they will impact the banking industry. Jacob reveals actionable strategies to help you and your organization navigate the complexities of modern leadership. From leading with vulnerability t ..read more

I’m thrilled to welcome Melina Palmer to the Banking Transformed podcast. Melina is the CEO of The Brainy Business and author of the new book “The Truth About Pricing: How To Apply Behavioral Economics So Customers Buy.” Understanding customer psychology to optimize pricing strategy is more important than ever. Melina shares her unique perspective on incorporating behavioral economics into banking to create positive outcomes for institutions and account holders alike. We discuss common mistakes banks make with pricing, how to better understand the motivations and needs of modern banking c ..read more

I’m delighted to have Dr. Robin Kiera, financial services marketing expert and author of the new book, Attention Hacking: The Power of Social Media Selling in Insurance and Finance, on the Banking Transformed podcast. Robin discusses how social media isn't just for consumer goods but can be a powerful tool for financial products as well. Robin also shares insights from his book on how to make financial products go viral, the importance of becoming an influencer in your market, and why traditional marketing channels are fading away in favor of dynamic, strategic content on platforms like L ..read more

I'm excited to have Kim Snyder, CEO and Founder of KlariVis, on the Banking Transformed podcast. Kim brings over a decade of financial leadership experience to KlariVis, with a goal to create a leading-edge, easy to use, transformational data analytics solution that enables community financial institutions to compete with the large mega-banks. We discuss how KlariVis compiles data across disparate bank systems into unified dashboards, giving financial institutions actionable insights to drive smarter decision making, greater efficiency, and accelerated growth. Through the democratization ..read more

I’m thrilled to have Rochelle Gorey, founder and CEO of fintech startup Springfour, and Anuj Vohra, Head of North American Collections at BMO Financial Group on the Banking Transformed podcast. We’ll be exploring BMO’s partnership with Springfour to move beyond transactions and debt collection by linking customers with financial resources. This innovative collaboration aims to show empathy, build loyalty, and strengthen financial health, making banking truly work better for consumers through mission-aligned innovations. This discussion will make it clear that combining capabilities for ec ..read more

Today, we're thrilled to have Michael Abbott, Senior Managing Director – Global Banking Lead at Accenture on the Banking Transformed podcast. On this episode, we explore the top banking trends for 2024, diving into a world where AI, cloud computing, and new regulatory landscapes are redefining the banking industry. We discuss the need for banks to adapt to changing customer expectations and the growing importance of sustainable banking practices. We also highlight the need for speed, emphasizing the practical applications of these trends. The conversation provides a roadmap for banks and ..read more

I’m thrilled to have global futurist Mike Walsh back on the Banking Transformed podcast. Mike's expertise in AI-powered organizations and his vision for the Fifth Industrial Revolution offers invaluable insights for businesses navigating the rapidly evolving landscape of technology. In this episode, we explore how generative AI is reshaping the future of work, the delicate balance between humans and machines, and the transformative potential of AI as the foundation of modern businesses. The future is being rewritten by AI, but still led by the creativity of visionary and adaptive talent ..read more

I'm thrilled to welcome back Gabe Krajicek, CEO of financial solutions provider Kasasa on the Banking Transformed podcast. Gabe joins us to discuss the challenges community institutions must address today and how strategic products and marketing support can drive long-term relationship-based growth. Gabe provides compelling case studies demonstrating Kasasa's impact on community banking. He stresses the importance of distinguishing between real growth and transient gains, offering strategic advice for institutions navigating today's financial landscape. Gabe's vision for a robust, communi ..read more

To stay competitive, banks and credit unions must evaluate the viability of platform strategies that can provide superior customer experiences, tap into network effects, and leverage data and AI for strategic differentiation. Our guest on the Banking Transformed podcast wrote the playbook for winning in the platform economy. Senior Prophet Partner, Ted Moser, explores pragmatic steps banks can take to compete in the platform economy, offering examples of creative platform models used by industry giants like Amazon, Uber, and Airbnb. Ted’s insights provide a treasure trove of actionable strateg ..read more