Banking Out Loud
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A podcast for community financial institution bankers looking for informational, unbiased, and candid conversations and discussions on an array of banking topics.
Banking Out Loud
1w ago
AI is expected to be as big a disruptor as the internet was. In this episode, we're joined by Kendra Ramirez, CEO of KR Digital Agency and an expert in AI. Together, we explore the far-reaching impacts of AI across industries, focusing on the banking sector and generative AI.
Kendra unpacks the nuances of generative AI, shedding light on its benefits and challenges. She shares actionable tips for navigating the AI landscape, from getting started to vetting AI-powered tools effectively. She also emphasizes the importance of developing an AI policy to ensure responsible and ethical use and to p ..read more
Banking Out Loud
1M ago
In this episode of Banking Out Loud, Fiserv payments experts Paul Sullivan and Justin Jackson join PCBB’s payments expert Sheila Noll to discuss the rapidly evolving faster payments landscape. Their conversation touches on the importance of strategic thinking and collaboration with partners, while also driving home the need to view faster payments as an opportunity to better serve customers and differentiate your institution. They also discuss other considerations, such as the value of data-rich transactions enabled by ISO 20022 and the potential for new use cases and business models as faster ..read more
Banking Out Loud
3M ago
In this episode of Banking Out Loud, host Nancy Ozawa discusses the value of performance reviews and how to effectively prepare for them with Laurie Battaglia, CEO of Aligned at Work. Laurie emphasizes the need for employees and managers to discuss the format and frequency of reviews that will be most helpful. She also provides tips for employees on how to prepare for performance discussions, the role of managers in creating a positive culture of feedback and growth, and the importance of open communication, curiosity, and continuous improvement in the performance review process.
Guest ..read more
Banking Out Loud
5M ago
In this episode of Banking Out Loud, US Secret Service agent Stephen Dougherty joins hosts Sonia Portwood and Nancy Ozawa to discuss cybercrime and the Secret Service’s mission to protect and secure the US financial and economic infrastructure. Stephen shares examples of types of cybercrime, including business email compromise schemes, romance scams, work-from-home scams and deep fakes, and explains how technology tools, including AI, have made these schemes more sophisticated than ever. He also provides tips on when and to which law enforcement or relevant authority suspicious activity should ..read more
Banking Out Loud
6M ago
In this podcast episode, host Sonia Portwood discusses the importance of communication skills and ways to improve them with guest Alyson Van Hooser, a keynote speaker and trainer focused on multi-generational leadership. Alyson shares tips emphasizing the need for intentional communication and understanding the stories of others to connect with them effectively. Also, hear the three-step listening technique that can not only improve communication but also ensure the results you want from almost any conversation.
Host:
Sonia Portwood
Chief Sales and Marketing Officer
PCBB
Guest:
A ..read more
Banking Out Loud
10M ago
In this episode of Banking Out Loud, we discuss the importance of putting strategy before structure when launching new products, services, and strategic initiatives. Guest Ryan Canin, CEO and Co-Founder of DocFox, shares insights on the importance of defining clear objectives and strategies before adopting new technologies or selecting vendors. Hear practical approaches to optimize your innovation journey and understand how to avoid common pitfalls, ensuring that your institution remains efficient, competitive, and customer-focused.
Host:
Nancy Ozawa
Senior Vice President
Marketing | PCBB
Gues ..read more
Banking Out Loud
1y ago
Excellent customer service can be a crucial differentiator for businesses. Done well, it can help your institution attract and retain customers and drive bottom-line results.
Join us as Dennis Snow walks us through proven principals for delivering outstanding customer experiences. As an ex-Disney leader and now full-time speaker, trainer and consultant on all things customer service excellence, Dennis discusses the strategic tools that help differentiate your services from others and helps create an engaged workplace, so that customer satisfaction is the primary focus of the entire team.
&nbs ..read more
Banking Out Loud
1y ago
There is a lot to understand when it comes to cryptocurrencies, blockchain technology and the associated regulation. We talk with Div Pandya, Principal at FS Vector, to help us understand it all. Hear about the different types of digital assets, current regulation as well as thoughts on what could be next. We also explore blockchain technology with a look at current and potential uses related to banking.
Host:
Nancy Ozawa
Senior Vice President, Marketing
PCBB
Guest:
Divij Pandya
Principal
FS Vector
Email: dpandya@fsvector.com
Connect with Div on LinkedIn
  ..read more
Banking Out Loud
1y ago
It's always a good time to focus on keeping your customers happy and loyal. In this episode of Banking Out Loud, we sit down with Sushil Wenholz and Paul Louderman of Customer Communication Group to discuss ways to increase customer loyalty — including 3 tips to get started and key mistakes to avoid.
Host: Nancy Ozawa Senior Vice President, Marketing PCBB
Guests: Sushil Wenholz VP, Creative Director Customer Communications Group, Inc. sushil@customer.com
Paul Louderman SVP, Account Management Customer Communications Group, Inc. paul.louderman@customer.com
Learn more about Customer Commu ..read more
Banking Out Loud
1y ago
Archie Kelley, Managing Principal of SalesPhysics and creator of The Value Equation, joins us to discuss his sales technique aimed at creating a pathway to extraordinary sales results. Archie explains how value is at the core of successful selling, and provides three tips to boost success and three mistakes to avoid.
Host: Sonia Portwood Chief Sales and Marketing Officer PCBB
Guest: Archie Kelly Managing Principal SalesPhysics, LLC archie.kelly@salesphysics.com www.salesphysics.com Connect with Archie on LinkedIn ..read more