Give Small Businesses the Reasons to Choose You
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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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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The Purposeful Banker shares Tania Katan’s talk from the 2024 BankOnPurpose conference, where she demonstrated how creativity and humanity drive passion and innovation—even in the banking industry.
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