Most banks know they should revisit their treasury pricing annually—but few actually do. In this episode, we talk about the real cost of doing nothing and how automation can change the game.
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This replay of a session at our CONNECT 25 customer conference highlights how some financial institutions are enabling their SMB customers with self-service and just-in-time offers.
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A bonus episode of The Experience Factor podcast features experts Jim Marous and Fabio Biasella. They discuss how winning growth strategies balance risk management and loyalty-building experiences.
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What do upper mid-market and large corporate clients need from their FIs? Get the inside scoop from industry experts and banking leaders as they draw from recent research and real-world experiences.
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John Min, chief economist at Monex, talks about how community banks can strengthen business relationships while impacting the bottom line by offering foreign exchange services.
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Sara Seguin from Alloy joins Jim Young to talk about the increasing threat of account takeover and email compromise and how financial institutions can help their business customers fight back.
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Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework.
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Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization’s Instant Payments Cookbook, who needs to read it, and how it came together.
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Joe Cody joins us on The Purposeful Banker to talk about three important focus areas for winning and keeping commercial business in the current financial landscape.
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This episode is the first of a two-part series that details how financial institutions can boost their small business strategy based on a proven success framework.
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In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report.
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The Purposeful Banker welcomes Caroline Vahrenkamp from Filene to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact.
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The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay for helping businesses fight fraud.
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In Episode 4 of The Experience Factor special podcast series, Q2’s Ahon Sarkar talks to Jim Marous about the varied strategies for financial institutions to address market and technology challenges.
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The Experience Factor podcast welcomes two credit union leaders to share how their institutions are accelerating innovation to deliver loyalty-building personal experiences.
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The Experience Factor podcast welcomes David Sant and Anthony Ianniciello to talk real-world execution of dynamic personal experiences through innovative technology and partnerships.
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In this week's podcast, Jim Young and Anna-Fay Lohn preview some of the takeaways in Q2’s annual State of Commercial Banking report, which is based on the proprietary data in Q2 PrecisionLender.
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In the final episode of The Experience Factor limited-series podcast, Jim Marous joins credit union strategy expert Mark Sievewright to preview the 2025 Retail Banking Trends and Priorities report.
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We welcome Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses.
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The Experience Factor podcast welcomes Jaime Dominguez and Jim Marous discussing the surprising similarities in banking preferences across generations, the high level of trust in the banking industry,
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