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Curinos experts dive into the financial services world to offer insights on the most pressing topics of the day.

Rutger van Faassen


    • Dec 14, 2023 LATEST EPISODE
    • every other week NEW EPISODES
    • 18m AVG DURATION
    • 40 EPISODES


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    Latest episodes from Curinos (F)insights

    2024 Banking Outlook: Planning for Success

    Play Episode Listen Later Dec 14, 2023 60:52


    Higher-for-longer interest rates are here to stay. The upcoming jump in CD renewals is not a bubble. Lending opportunities are out there. These are but a few of the insights offered in 2024 Banking Outlook: Planning for Success, a podcast featuring Curinos experts executive vice presidents Pete Gilchrist and Brandon Larson; Adam Stockton, head of retail deposits and lending, and Suraya Randawa, head of omnichannel experience.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Using Real-Time Data To Drive Small Business Lending Relationships

    Play Episode Listen Later Nov 15, 2023 15:46 Transcription Available


    Danae Perkins, senior analyst for small business lending at Curinos, shares insights on how banks and credit unions can better utilize data to connect with small-business borrowers and manage risks inherent in a high-rate environment.To learn more, please email our Sales Solution Expert John Antiskay at john.antiskay@curinos.comRate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Even With Fed Rate Pause, FIs Will Keep Jockeying On Deposit Prices

    Play Episode Listen Later Nov 2, 2023 10:07 Transcription Available


    Adam Stockton, head of retail deposits and lending at Curinos, offers his take on what the Fed hold steady on rates means and he points out where some institutions are finding opportunities in today's difficult environment.Read the Curinos Perspective: https://curinos.com/our-insights/curinos-perspective-fed-holds-rates-steady-again-home-lending-pressures-continue/Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    How An Innovative Credit Union Is Approaching Customer Segmentation

    Play Episode Listen Later Oct 25, 2023 17:25 Transcription Available


    David Eldred, chief experience officer at Solarity Credit Union in Washington state, details his institution's approach to segmentation and the key lessons they've learned along the way.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Better Deposit Pricing For Smaller Banks And Credit Unions

    Play Episode Listen Later Oct 11, 2023 12:37 Transcription Available


    Agusta Patton, Head of Markets Client Solutions at Curinos, discusses today's challenging deposit-pricing environment and explains how data-driven insights generated by Curinos' new Deposit Optimizer Essentials solution, launching October 18th, can help smaller institutions price right and increase profitability. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    There's No Time For Delay In Getting Ready For 1071

    Play Episode Listen Later Sep 27, 2023 15:22 Transcription Available


    Lindsay Burkhalter, director of small business solutions at Curinos, explains risks that banks and credit unions face if they are not diligent now in preparing to collect, analyze and report data on lending to minority-owned, women-owned and small businesses.Watch the Section 1071 Webinar here: https://curinos.com/our-insights/webinar-1071-small-business-lending/ Contact Lindsay at lindsay.burkhalter@curinos.comRate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Bonus: Are Some Banks Misjudging The Deposit Repricing Cycle?

    Play Episode Listen Later Sep 21, 2023 17:35 Transcription Available


    Peter Serene, head of commercial, and Adam Stockton, head of retail deposits, explain why they believe some institutions may have an overly optimistic outlook about when deposit prices will reach their peak.Read our FOMC Perspective here: https://curinos.com/our-insights/curinos-perspective-fed-funds-plateau/Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Why Digital Differentiation Matters For Acquiring New Customers

    Play Episode Listen Later Sep 13, 2023 19:10 Transcription Available


    Olivia Lui, product marketing innovation expert at Curinos, digs into our recent research on how and why customers choose their primary banking relationship, and what that means for institutions as the digital banking channel grows in importance.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    The Fed's Latest Bump: Higher-For-Longer Will Tighten Squeeze On Bank Profits

    Play Episode Listen Later Jul 27, 2023 9:36


    Peter Serene, Managing Director of commercial at Curinos, explains how this week's 25bp rate increase will reprice more deposits and further narrow NIM in both retail and commercial.Read the Perspective: https://curinos.com/our-insights/curinos-perspective-fed-hikes-again-banks-dig-in-higher-for-longer/Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Rob Chrisman On Today's Challenges In The Mortgage Market

    Play Episode Play 42 sec Highlight Listen Later Jul 24, 2023 28:21 Transcription Available


    Consultant Rob Chrisman and Curinos' Rich Martin join the (F)insights podcast to share thought-provoking insights into today's highly challenging mortgage market.Chrisman Commentary, Daily Mortgage News: https://www.robchrisman.com/Curinos' Mortgage Hot Topics: https://curinos.com/our-insights/mortgage-hot-topics-chrisman/Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Journey Across the Digital Landscape

    Play Episode Listen Later Jun 29, 2023 17:40


    Suraya Randawa, Head of Omnichannel Experience here at Curinos, joins host Rutger van Faassen to discuss digital journeys and her latest article in the Curinos Review “Capturing The Next Generation Means Engaging Them Now." Read the article: https://curinos.com/our-insights/curinos-review-q223-capturing-next-gen-engage-them-now/Read the full Review: https://curinos.com/our-insights/curinos-review-summer-2023/Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Finding Massive Opportunity in Precision Pricing

    Play Episode Play 40 sec Highlight Listen Later Jun 21, 2023 12:38


    Director of Consumer & Small Business Lending Lindsay Burkhalter joins host Rutger van Faassen to discuss Curinos' recent Perspective “Precision Pricing in Small Business Lending,” co-written by Lindsay and Adam Lee Purvis (Director, Real Estate & Consumer Lending). Read the Perspective: https://curinos.com/our-insights/curinos-perspective-precision-pricing-small-business-lending/Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Bonus: Rate Hike Pause: What does it mean for Financial Institutions?

    Play Episode Listen Later Jun 15, 2023 9:48


    Managing Director Adam Stockton joins host Rutger Van Faassen to discuss the positives and negatives as the Fed moves to pause rate hikes. Read more insights on the latest announcment here. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Amplero Takes Center Stage at FinovateSpring

    Play Episode Play 23 sec Highlight Listen Later Jun 13, 2023 8:06


    This week we're doing something a little different. Recently our team attended FinovateSpring where Managing Director Sarah Welch and Amplero VP Tazmin Baliff Curtis demoed Curinos' Amplero Personalization Optimizer and its closed loop AI test-and-learn engine. To learn more about the platform, please visit our website.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Episode 17: 2023 CMO Summit Key Take Aways

    Play Episode Play 31 sec Highlight Listen Later May 24, 2023 15:54


    On the back of Curinos' 2023 Chief Marketing Summit, Rutger speaks with Executive Vice President of Omnichannel Sales and Experience, Brandon Larson on key take aways.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Bonus: Not All Deposits Are Created Equal

    Play Episode Listen Later May 11, 2023 22:05


    Director of Retail Deposits Adam Stockton and Director of Commercial Peter Serene join host Rutger van Faassen to discuss all things deposits in light of recent market changes. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Bonus: Fed Hikes Again – Implications for Small Businesses

    Play Episode Listen Later May 4, 2023 9:08


    Manager of Small Business Lending Strategy Bryan Snyder joins host Rutger van Faassen to discuss the implications of the recent fed hike on small businesses. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Episode 16: The Chrisman Commentary | Funded Mortgage Volume; Curinos' John Sayre on Production Trends and Data; Fed Rate Hike Predictions

    Play Episode Listen Later Apr 18, 2023 20:44


    Curinos (F)insights is delighted to re-release this episode of The Chrisman Commentary. John Sayre returns to the The Chrisman Commentary podcast and utilizes Curinos data and insight to speak on origination trends YoY across different markets and products. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Episode 15: The Boom in Unsecured Lending

    Play Episode Play 15 sec Highlight Listen Later Apr 12, 2023 13:11


    Join us as Lindsay Burkhalter, director of consumer and small business lending at Curinos, examines the recent boom in unsecured lending.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Episode 14: Viva Las Vegas! Insights from CBA Live 2023

    Play Episode Listen Later Mar 31, 2023 10:34


    Live from one of finance's biggest events, Curinos' Rutger van Faassen chats with industry experts on key topics in today's industry. Hear from Mike Shepard (U.S. Bank) and Matt Cammarota (Liberty Bank) on what's top of mind for 2023.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com

    Bonus: What Does The Latest Fed Rate Hike Mean For Commercial Deposits?

    Play Episode Listen Later Mar 23, 2023 11:42


    Director Peter Serene joins host Rutger van Faassen to discuss implications for commercial deposits following the Fed's latest rate hike. Learn more at curinos.com

    Episode 13: The Future of Fintechs

    Play Episode Play 15 sec Highlight Listen Later Mar 9, 2023 23:47


    Join us as Bob Warnock, senior client manager at Curinos, brings us up to speed on what's happening in the fintech industry.Learn more at curinos.com

    Episode 12: The Challenges and Opportunities in Today's Mortgage Market

    Play Episode Play 17 sec Highlight Listen Later Feb 22, 2023 18:00


    Join us as Richard Martin, director of real estate lending solutions at Curinos, dives into the state of the U.S. mortgage industry. 

    Episode 11: New Digital Banking Tools Can Encourage Good Financial Habits

    Play Episode Listen Later Feb 8, 2023 20:02


    Join us as Suraya Randawa, head of omni channel experience at Curinos, speaks about how new digital banking tools can do more than just tell customers their credit score.

    Bonus: What Does The Slower Pace of Fed Hikes Mean For Financial Institutions?

    Play Episode Listen Later Feb 2, 2023 10:12


    Director Adam Stockton joins host Rutger van Faassen to discuss what's in store for financial institutions as the Fed slows the pace of rate hikes. 

    Episode 10: The Social Importance of Financial Services

    Play Episode Play 15 sec Highlight Listen Later Jan 25, 2023 21:08


    Join us as special guest Theodora Lau, founder of boutique consulting firm Unconventional Ventures and author of Beyond Good: How Technology is Leading a Purpose-driven Business Revolution, speaks about how financial services can contribute to a more inclusive society. 

    Episode 09: How To Make Bank Branches Relevant In 2023

    Play Episode Play 15 sec Highlight Listen Later Jan 11, 2023 30:31


    Join us as Andrew Hovet, director of distribution and sales performance, discusses ways that bank branches can stay relevant even as transactions decline.

    Episode 08: The Year Ahead: How to Tackle the Challenges of 2023

    Play Episode Listen Later Dec 15, 2022 59:22


    Join us as Curinos experts Pete Gilchrist, Suraya Randawa and Brandonn Dukes discuss the challenges and opportunities facing financial services in 2023.

    Bonus: The State of Play in Canada Following Latest BOC Rate Hike

    Play Episode Play 15 sec Highlight Listen Later Dec 13, 2022 11:20


    Join us as Kevin Travis, EVP and client manager, discusses implications of the Bank of Canada's latest rate hike.

    Episode 07: Deposit Life Is A Critical Metric That Needs More Attention

    Play Episode Listen Later Nov 30, 2022 15:55


    Greg Muenzen, director of treasury and balance sheet management, discusses the importance of deposit life and its impact on bank profitability.

    Episode 06: Get to Know Your Customer Through Marketing Personalization

    Play Episode Play 15 sec Highlight Listen Later Nov 16, 2022 27:10


    Managing Director Sarah Welch talks about how banks can deepen engagement by adopting marketing strategies that respond quickly to customer sentiment and action.

    Bonus: Implications for Mortgages as Fed Hikes Rates Again

    Play Episode Listen Later Nov 3, 2022 8:19


    Director Richard Martin joins host Rutger van Faassen to discuss the state of the mortgage market as the Fed raises interest rates another 75 basis points.

    Episode 05: What Do Higher Rates Mean for Commercial Banking?

    Play Episode Play 16 sec Highlight Listen Later Oct 26, 2022 18:32


    Join us as Director Peter Serene discusses how higher interest rates are impacting commercial banking.

    Episode 04: The Fast-Moving Mortgage Market – from ARMs to Servicing

    Play Episode Play 15 sec Highlight Listen Later Oct 12, 2022 13:39 Transcription Available


    Join us as John Sayre, vice president of client success, discusses how higher interest rates are rippling through all corners of the home-loan business.

    Bonus: Latest Fed Rise Puts Spotlight on Deposit “Haves” and “Have-Nots”

    Play Episode Play 15 sec Highlight Listen Later Sep 22, 2022 10:40


    Director Peter Serene joins host Rutger van Faassen to discuss the latest Fed rate hike and the need for scenario planning. 

    Episode 03: The Resurgence of Home Equity

    Play Episode Play 15 sec Highlight Listen Later Sep 14, 2022 22:40 Transcription Available


    Join us as Senior Market Analyst Ken Flaherty discusses the resurgence of the long-slumbering home equity market, including how to capitalize on the sudden boom and pitch the product to borrowers who aren't familiar with it.

    Episode 02: The Decline of Overdraft Fees

    Play Episode Play 15 sec Highlight Listen Later Aug 10, 2022 20:58 Transcription Available


    Curinos' Olivia Lui talks to Rutger about overdraft and research into its uses.

    Bonus: Latest Fed Hikes Comes As Rates, Behavior Start to Shift

    Play Episode Play 15 sec Highlight Listen Later Jul 28, 2022 8:45


    Curinos Director Peter Serene explores the implications of rising rates. Built on expertise many have come to trust, Curinos (F)insights examine market challenges in the banking and financial services industry. Our podcast brings together experts from around the world to help you navigate the present and prepare for the future.

    Episode 01: The Implications of Higher Interest Rates

    Play Episode Play 23 sec Highlight Listen Later Jul 13, 2022 23:51 Transcription Available


    This month, Rutger van Faassen sits down with Adam Stockton to discuss higher interest rates.

    00 Introduction

    Play Episode Listen Later Jun 28, 2022 0:31


    Podcast Introduction

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