En iyi Leaders In Lending podcastleri (2024)

1
From Ledgers to Algorithms: Revolutionizing Financial Data 34:44

16d ago34:44

34:44

Ultimately, providing the best financial advice or service is all about having the right data in the right place at the right time. This week, host Matt Snow speaks with Chris Gifford, Chief Data and Analytics Officer at USAA, about the evolution of data analytics within the financial industry—as well as the importance of having a strong data found…

1
Banking on Community: Meeting the Needs of Underserved Consumers 30:15

1M ago30:15

30:15

From having a child to starting a business, every major life decision comes with financial implications—and with those come concerns and challenges. But even concerns come in all different shapes and sizes, so building trust as a bank means having an in-depth and empathetic understanding of the community they’re operating in. This week, host Matt S…

1
Small Steps, Big Gains: Scaling Success with AI in Credit Unions in 2024 27:06

1M ago27:06

27:06

Like many institutions, credit unions can't afford to be left behind in the race to adapt to the new AI-driven technological landscape. But successfully and responsibly leveraging AI goes beyond adopting AI solutions for the sake of checking off a box—it involves identifying opportunities to collaborate with seasoned partners who can help solve the…

1
Adapting to Turbulence through Fintech Innovations 31:39

2M ago31:39

31:39

Things need to change, oftentimes more than we’d like. This week, host Matt Snow is joined by Adam Goller, EVP and Head of Fintech Banking at Cross River Bank, for a conversation about transformation and innovation within fintech in the face of turbulent times and shifting preferences. Adam shares his insights on how smart strategy, rapidly evolvin…

1
The CFPB, Financial Regulation and Generative AI… Oh My! 33:35

2M ago33:35

33:35

Although the US Supreme Court recently upheld the CFPB’s funding system—and removed a major threat to the agency’s ability to regulate financial products and services—the future of financial regulation is far from settled or certain. On today’s episode, host Matt Snow speaks with Armen Meyer, Co-Founder of the American Fintech Council, about the im…

1
Cashing in on AI: Streamlining Bank Operations 34:07

3M ago34:07

34:07

Successful AI integration isn’t just about saving time or cutting costs—it’s about thoughtfully implementing the technology into areas where it can do the most good for the company and the customer. On today’s episode, host Matt Snow speaks with Will Robinson, CEO at Encapture about AI’s application in financial institutions. Will has seen first-ha…

1
The Buckeye Boom: Ohio’s Growth in Tech 37:37

3M ago37:37

37:37

When it comes to the tech revolution, it’s not all about the coasts or the biggest cities. Although areas like Silicon Valley continue to dominate the headlines and the public imagination, there’s an undercurrent of tech growth and innovation in “Heartland” and “Rust Belt” areas like Ohio. This week, host Lynn Sautter Beal talks with Chris Berry, P…

1
Niche Markets, High Impact: Leading the Charge in Early-Stage Credit Facilities 42:09

4M ago42:09

42:09

In today’s episode, host Lynn Sautter Beal talks with Jillian Murrish, CEO of Pier Asset Management, about the waves she and her firm are making in the market — targeting less liquid and underserved areas while focusing on secondary markets and early-stage credit facilities. Jillian shares her journey from working in online real estate to co-foundi…

1
Shaping Pragmatic Regulations for FinTech Innovation 48:52

4M ago48:52

48:52

There’s no one-size-fits-all approach to regulation in the world of financial services. Sometimes it’s a matter of encouraging fintech companies to engage in responsible behaviors—and other times it’s a matter of allowing responsible FinTech companies to continue operating responsibly without regulatory burdens. This week’s host, Lynn Sautter Beal,…

1
Navigating the Data Race in Financial Services 32:34

5M ago32:34

32:34

For financial service professionals, it’s important to meet the needs of their customers and clients. But it’s equally important that they ensure they’re leaving no stone unturned when it comes to harnessing the latest technological solutions that can make their job — and the consumer’s experience — as frictionless as possible. This week, host Matt…

1
Under Inflationary Pressure: Reshaping Strategy 19:07

5M ago19:07

19:07

On today’s episode, host Lynn Sautter Beal is joined by Matt Hrna, Senior Vice President at Regions Bank to discuss inflationary pressures and market volatility impacting banks today. Leveraging over a decade of expertise and experience, Matt covers a wide range of challenges and opportunities faced by players throughout the financial industry. Alt…

1
The Fairness Frontline: Insights in Fair & Responsible Banking 26:44

5M ago26:44

26:44

For many in the financial industry, it’s not hard to see banks and financial institutions committed to providing services that are both effective AND ethical. But all that work is for nothing if fair and responsible banking practices aren’t carried out successfully. Today, host Lynn Sautter Beal speaks with Lindsay Yousif (Executive Director of Com…

1
No Place Like Home Equity: 2024 Lending Insights 26:07

5M ago26:07

26:07

This week, host Matt Snow talks with Mike Shepard, Senior VP - Head of Consumer Lending Partnerships at U.S. Bank, about trends, best practices, and concerns within the world of home equity lending. 2022 was a strong year for the industry despite the upward trajectory of interest rates, and homeowners are continuing to leverage home equity for purp…

1
Launching Upstart’s AI Certification Course 15:59

6M ago15:59

15:59

AI is top of mind for most financial services organizations, but the question of, 'where to begin?' remains. Upstart's new AI in Financial Services Professional Certification course is designed to give banking professionals a firm grounding for the potential of AI in financial services —with a particular focus on credit—as well as practical tools t…

1
2024 Auto Trends: Financing, Sales, and Consumer Behavior 34:22

6M ago34:22

34:22

On today’s episode, host Matt Snow is joined by Melinda Zabritski, Sr. Director at Experian Automotive, and Mark Pregman, Head of Credit Operations at USAA. Whether due to rapid technological innovations (like the advent of electric vehicles) or economic factors (everything from lending rates to unemployment), the landscape of auto sales and lendin…

1
Charting the Economic Horizon: Resiliency, Risk and Credit Trends 29:16

6M ago29:16

29:16

To reliably forecast what the future of finance the economy holds, you must be able to assess the current moment. This week, host Lynn Sautter Beal speaks with Joseph Mayans, Chief Economist at Experian, who shares his economic and credit outlook for the year ahead in 2024, along with consumer credit trends and potential risk areas. Join us as we d…

1
Regulation Reimagined: Banking Beyond Partisanship 32:45

6M ago32:45

32:45

This week, hosts Lynn Sautter Beal and Matt Snow are joined by Kelvin Chen, Senior Executive VP, Head of Policy at the Consumer Bankers Association. Kelvin shares his assessment of the current landscape of financial regulation, innovation, and advocacy. As someone who has worked extensively in both the private and public sectors (including the CFPB…

1
Navigating Global and Personal Financial Crises with FinTech 33:57

7M ago33:57

33:57

With periods of financial collapse and upheaval serving as the catalyst, movers and shakers in the world of digital finance solutions have navigated a host of challenges — all while tending to the concerns of regulators and the needs of consumers alike. This week, our host Lynn Sautter Beal is joined by Penny Lee, President and CEO at Financial Tec…

1
Automated Excellence and Adaptive Automotive 27:03

7M ago27:03

27:03

Joining our host Drew Megrey is Jared Dryer, VP of Consumer Lending and Centralized Deposits at Westerra Credit Union. Jared brings a passion for streamlining processes for employees and consumers alike—and he shares insights from his experience in building and implementing an automated decision engine and rethinking the process for underwriting ad…

1
Where Corporate Growth and Community Impact Collide 36:59

8M ago36:59

36:59

This week, our host Barry Roach is joined by Nathan Cox, CEO of InRoads Credit Union, to discuss his transition from banking to the world of credit unions, as well as the stakeholder-focused culture and societal impact of credit unions. Nathan’s position and insights have been hard-won, as he’s put no shortage of work into bettering himself—from hi…

1
Data Ownership and Industry Collaboration in FinTech 21:09

8M ago21:09

21:09

How will responsible data practices and blockchain technology shape the financial technology landscape this year? Join our host, Matt Snow and guest Sanjib Kalita, Head of Industry at Fintech Meetup, as they explore key themes such as data technology, blockchain, and the importance of networking in the industry's evolution. From personal experience…

1
From Europe to the US: Cultural and Market Nuances in FinTech 31:20

8M ago31:20

31:20

Joining our host Ed Walters this week is Simon Darchis, Head of Partnerships at Finwise Bank, to discuss his trajectory in the financial services sector from Europe to the US. With this multi-cultural background in finance, Simon explains the intricacies of fintech, unraveling the cultural and regulatory differences that shape these distinct market…

1
Going Fee-Free: Reimagining Member Satisfaction 32:19

9M ago32:19

32:19

Stacy Armijo, the Chief Experience Officer at Amplify Credit Union, joins our host Drew Megrey to share her path to credit union leadership and discusses how Amplify has made strides to prioritize their member experience, including going fee-free on checking and savings accounts. Discussed in this episode: Diversity in product development and the i…

1
Passing the Mic: 2024 Host Lineup 38:39

9M ago38:39

38:39

The new year always brings change, and Leaders in Lending is no exception. Our long-time host, Jeff Keltner, is taking on new opportunities, but he is excited to pass the mic to a wonderful group of new co-hosts for this new era of Leaders in Lending! Moving into the host seat we have 5 co-hosts joining us, all with deep expertise in the current le…

1
Fifth-Gen Wisdom: Community Bank FinTech Partnerships 32:00

11M ago32:00

32:00

2023 has been a big year for the advancement of AI across all industries. But how have these changes helped community banks scale and improve their lending portfolios? And how has taking that leap to partner with FinTechs been transformative? Bob Fisher, president and CEO of Tioga Bank, is a fifth generation community banker who believes incorporat…

1
From Big Bank to Community Leader 38:10

11M ago38:10

38:10

Who would be bold enough to start a bank during a recession? Neil Stevens, President and CEO at Oconee State Bank, and his team were, and he has lessons to share on how the constraints actually helped to build the business. In this episode he reflects on the pivotal moment of launching a new bank during the 2007 recession. The entrepreneurial spiri…

1
Cultivating Diversity: Innovative Strategies for Credit Unions 32:56

12M ago32:56

32:56

With the right mix of innovation and growth, credit unions can prioritize community, culture, and informed decision-making in serving diverse markets. Corlinda Wooden, SVP/Chief Retail Officer at Unitus Community Credit Union, discusses the development and execution of their comprehensive strategic plan aimed at serving diverse markets. Driven by p…

1
Cognitive AI for Transformative Customer Service 35:51

12M ago35:51

35:51

AI is not inherently intelligent, but do we need our computers and machines to think like us? Some might be reluctant to test the boundaries of Generative AI intelligence, but Peter Voss, CEO & Chief Scientist at Aigo.ai, has spent his career figuring out how to build software that has common sense and can reason. He sees a distinct need in busines…

1
High-Touch Service in Changing Commercial Lending Tech 44:27

1y ago44:27

44:27

Is your bank adapting to evolving credit demands? Banks and private lenders have been slow to adopt technology, but with shifting demands for credit products in both consumer and business markets, the imperative to offer a diverse portfolio of lending products is higher than ever. Michael Barnett, Founder and CEO at Loanspark, shares how banks are …

1
Synchronizing Values and Operations for an Aligned Brand 38:58

1y ago38:58

38:58

Your home page highlights your bank’s main points of focus — are you conveying the right message? Whether it be blog posts serving to inform and educate the community or new lines of products available for sale, your customers can get a grasp on what is important to you very quickly. If your homepage creates an incomplete picture of your business, …

1
Approaching Community Banking Through First Principles 37:36

1y ago37:36

37:36

For a community bank to connect with today’s clients and the clients of the future, they must be at the forefront of technology. Darryl Caffee, SVP, Director of Retail Lending at Webster Five found his way into the banking industry through law. His unique perspective and experience have allowed him to take non-traditional approaches to community, b…

1
Combating Financial Fraud: Fintech’s Game-Changing Role 40:29

1y ago40:29

40:29

For so long, new tech has been utilized by fraud artists, costing many unsuspecting victims countless dollars. Now, AI tools and strong fintech partnerships could be used to stop fraud in its tracks. With quickly evolving innovations, financial institutions must be at the forefront of tech. Kyle Hauptman, Vice Chairman at NCUA shares his views on t…

1
Cross-selling Members for Long-term Growth 34:46

1y ago34:46

34:46

Commonwealth Credit Union’s partnership with Upstart shows how fintech partnerships can unlock potential in financial institutions. Automation drives innovation, allowing for financial institutions to focus on what matters most: supporting their customers in their journey to stellar financial health. Our guest for this webinar, Jaynel Christensen, …

1
Reading the Auto & Housing Markets: Inflation & Deflation Trends 31:31

1y ago31:31

31:31

The rising interest rate environment of the first half of 2023 have many fearful recession is on the horizon, but, simultaneously, there are some indicators that inflation is beginning to subside. Curt Long, Chief Economist and Vice President of Research at NAFCU, shares his expectations for the auto and housing markets as well as key economic sign…

1
Partnering With a Fintech to Diversify in Challenging Times 59:21

1y ago59:21

59:21

For community banks, scaling a personal loan portfolio profitably without introducing risk is a challenging feat – especially with the added constraint of limited resources. Through fintech partnerships, AI and automation, institutions are able to streamline a vast majority of banks' processes for creating a modern, all digital lending experience, …

1
How Innovation in Servicing Drives Loyalty 46:33

1y ago46:33

46:33

Around 90% of a loan lifecycle and engagement happens in the world of servicing, but no one really talks about it. From getting approved to taking a loan through the final stage of closing an account, servicing matters for customer experience and loyalty, ultimately driving business outcomes. We’re joined by Matt Bivons, Founder & CEO at Canopy — a…

1
Leveraging Predictive Analytics to Expand Relationships 43:27

1+ y ago43:27

43:27

From his position as Product Manager at Umpqua Bank, Ben joins us to shed some light on the challenges and benefits of cross-pollinating data and technology, tailoring services to meet unique needs, exploring alternative credit scoring methods and automation, and more. In today's rapidly evolving digital landscapes, finding a sustainable balance be…

1
Adopting an Entrepreneurial Mindset in Banking 32:05

1+ y ago32:05

32:05

After being robbed three times in two weeks as a teller, David Reiling took quite the interest in bank security. Now serving as the Chief Executive Officer, FinTech Leader, B Corp Advisor and Board Chair at Sunrise Banks, David joined the show to share invaluable expertise gained through years of operational experience ensuring security in every ar…

1
A Former NCUA Chairman’s Perspective on Innovation 38:05

1+ y ago38:05

38:05

Credit scores determine where people live, where their kids go to school, what they drive and even where they work. Couple that with the fact that nearly half of minority households can not cover an emergency $400 expense. Rodney Hood, Eleventh Chairman and current Board Member of the National Credit Union Administration, made financial equality hi…

1
Trust and Optimization During Volatile Times 49:39

1+ y ago49:39

49:39

Volatility management is a component of banking that should always be on management’s radar, especially after recent bank collapses. Thoroughly understanding the waves of volatility leads to improved risk management and a strong culture of trust with customers. David Sayers, Chief Financial Officer at Maine Savings, believes by prioritizing interna…

1
Power of Collaboration: Maximizing Efficiency with Fintech Partnerships 37:01

1+ y ago37:01

37:01

Banking has been hit with a whirlwind of technologies in recent years. With growing tech stacks that only continue to increase in complexity, it’s important to pick and choose which tech offers the best solutions. Fostering a strong organizational culture that focuses on understanding your customers to provide them with the right technology is key.…

1
The ‘Moonshot versus the Pragmatic Approach’ to Digitization 42:08

1+ y ago42:08

42:08

Technology is revolutionizing the world. With continuous iterations of tools and processes, people juggle between implementing with careful consideration and jumping head-first into large-scale digital transformation projects. How can banks pragmatically embrace these digital advancements without losing touch with in-person experiences? Ben Udell, …

1
CRO Perspective: Balancing Risk and Innovation in Banking 35:43

1+ y ago35:43

35:43

Over the past few weeks, there has been a shift in the nature of risks in the banking world — the federal government playing a significant role in stabilizing. These experiences have highlighted the dynamic nature of risks in finance and banking and the need for a responsive government, ready to take action. On this episode, we’re joined by Kristin…

1
Addressing Concerns in New Auto Consumer Protection Rule 29:13

1+ y ago29:13

29:13

Last June, the Federal Trade Commission proposed a new rule regarding consumer protections. This rule would greatly affect auto dealers, placing greater restrictions and imposing new duties. This week, we sat down with Paul Metrey, Senior Vice President, Regulatory Affairs for the National Automobile Dealers Association to discuss the FTC’s Safegua…

1
Keeping Pace with Risk Mitigation and Regulatory Changes 33:29

1+ y ago33:29

33:29

Consumer credit is a hot topic. With new credit products like Buy Now Pay Later (BNPL) hitting the market and the always-evolving impacts of credit reporting, banks need to expertly hone their underwriting to strike the optimal balance between business and risk. In this episode, Aaron Rykowski, SVP, Chief Compliance Officer at WesBanco, and Jennife…

1
Combating Fraud Attacks In Banking 31:59

1+ y ago31:59

31:59

Fraud is on the rise — bad news for banks and customers alike. In today’s digital world, criminals have more tools at their disposal than ever before. And financial institutions, government and consumers all have a part in defeating them. In this episode, Rakesh Mirajkar, Head of Consumer Bank Fraud and AML and Managing Vice President at Capital On…

1
Rapid Digitization in the Auto Market 30:02

1+ y ago30:02

30:02

The auto industry is racing into the future, whether it’s the surge of electric vehicles in the current market or the promise of self-driving cars one day taking it over… And that means auto lenders need to keep pace or get left in the dust. In this episode, Becky Philippi, Director of Indirect Lending at First Interstate Bank, and Fabien Thierry, …

1
Deposit Management in a Post-SVB World 25:51

1+ y ago25:51

25:51

Though deposits at many institutions are down while uncertainty around the future is growing, Jeff sits down with two experts in the deposits space who offer strategies for organizations to thrive in the current financial climate. Angela Conti, Head of Deposits and Retail Payments, USAA, and James Morgan, Head of Deposit Product, Pricing & Portfoli…

1
The Regulatory Outlook at CBA Live 32:54

1+ y ago32:54

32:54

With new regulations on the horizon — what do these changes mean for your institution? Dan Smith, EVP, Head of Regulatory Affairs at the Consumer Bankers Association, has the answers in this rundown from the CBA LIVE conference. The banking world runs on rulebooks, and with unprecedented events such as the failure of Silicon Valley Bank, additional…

1
The Future of Small Business Lending 26:27

1+ y ago26:27

26:27

Recent banking failures have everyone in finance wondering what the future holds for lending. Do these signify the start of some significant changes in the lending space? To find out, we’re speaking with Kris Puskar, Senior Vice President Business Banking Sales & Innovation Director at Eastern Bank, and Christina Brozyna Head of Business Banking Sa…

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