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4 episodes with consumer banking
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2 episodes with consumer banking
2 episodes with consumer banking
2 episodes with consumer banking
2 episodes with consumer banking
2 episodes with consumer banking
10 episodes with consumer banking
Regional and community financial institutions face unprecedented challenges from both banking giants and nimble fintech startups. But size isn't the determining factor for success in today's financial landscape – rather, it's the ability to foster an innovative culture, make strategic partnerships, and leverage data effectively. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we spoke with Victor Alexander, Head of Consumer Banking at KeyBank, a leader who understands the delicate balance between tradition and innovation in financial services. Victor will explore how leadership styles impact organizational agility and highlight KeyBank's approach to collaboration with solution providers that extends capabilities without massive internal investment. This episode of Banking Transformed is sponsored by Naehas Naehas provides financial institutions with a centralized platform to efficiently manage product creation, pricing strategies, compliance, and disclosures. By automating complex processes and integrating advanced governance tools, Naehas significantly reduces operational risk and accelerates execution. Trusted by 6 of the 10 largest U.S. banks, our solution supports top-tier institutions in delivering precise, compliant offers with speed and accuracy. https://www.naehas.com/?utm_source=financialbrand&utm_medium=referral&utm_campaign=Banking_Transformed_podcast
More about Dorothy Carlow: Dorothy Carlow is the Chief Executive Officer of Mother's Market and Kitchen, a leading Southern California-based grocery retail chain known for its commitment to elevating the health and wellness of the communities it serves. With more than 20 years of experience in corporate leadership, strategic growth, and operational innovation, Dorothy has played a pivotal role in transforming Mother's Market into a dynamic, neighborhood-focused health destination. Under her leadership, the company has embraced cutting-edge technologies, forged strategic partnerships, and optimized its store formats to drive significant growth and enhance shareholder value. Prior to her appointment as CEO, Dorothy served as Chief Merchandising Officer at OTG and Fairway Market, both New York City based, where she was instrumental in driving revenue, profit, and margin growth. Notably, she played a key role in turning around Fairway Market, reinforcing her reputation as a results-oriented leader with a proven track record of delivering measurable business outcomes. Dorothy is also deeply committed to empowering women in the retail sector, leading mentorship programs that support the advancement of women into leadership roles across operations, merchandising, and marketing. She holds a Bachelor's degree in Exercise Physiology from George Washington University. Outside of work, Dorothy is an avid endurance athlete, having completed 12 marathons, numerous half-marathons, and triathlons. She enjoys spending time with her two daughters and staying active, whether running or pursuing other outdoor activities. More about Mother's Market: Mother's Market was founded in 1978 by a passionate group of yogis who believed: health begins with what you eat. They believed that organic eating was not just better for your body, but also better for the planet. Their vision was to create a store that prioritized organic, plant-powered foods along with fresh juicing and delicious organic prepared meals. The first Mother's Market, a 2,500-square-foot space in Costa Mesa, became a hub for like-minded individuals seeking better food choices and a healthier lifestyle. People traveled from all over Southern California to experience this health oasis where happiness, organic, delicious foods and sustainability were front and center. Fast forward to today, and Mother's has grown into 11 locations across Southern California, but the heart of the brand remains the same: empowering people to live healthier lives through better food. Learn more at: https://www.mothersmarket.com/ More about Justin D'Affronte: Justin D'Affronte is a managing director with City National Bank's Food & Beverage Group. Based in Irvine, CA he supports food and beverage industry executives with creative financing solutions and industry intelligence. Working with City National's team of experts, he provides the bank's full range of financial solutions to food and beverage businesses nationwide. More about City National Bank: City National Bank, a subsidiary of Royal Bank of Canada (RBC), is the largest bank headquartered in Los Angeles. Founded in 1954, City National is a regional bank specializing in Consumer Banking, Wealth Management and Private Banking, Commercial Banking, Entertainment and Sports Banking with branches in Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* For more information about City National, visit the company's website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.
The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact. Related Links Caroline's LinkedIn Filene Research Institute on LinkedIn [Podcast Series] Experience Factor with Jim Marous [Webinar with CUInsight] Innovation for the Win: How Cyprus Credit Union Uses Data to Improve Lives [White Paper] Q2 Engage: Building Lifetime Relationships With Dynamic Personal Experiences
Matt Baxby - RevolutDexter welcomes back friend of the show, Matt Baxby, CEO of Revolut Australia, to talk about their remarkable growth to 50 million customers globally. It's been five years since Tier One People placed Matt into the Country CEO role at Revolut. Matt shares his journey over the last five years, discusses the challenges and strategies involved in building a digital bank in Australia, the importance of reaching profitability, and the unique approach Revolut has taken to integrate technology with consumer needs.Matt shares his insights on leadership, team building, and the future of consumer banking with Dexter.About RevolutRevolut's global mission is for every person and business to handle their money in just a few taps, removing the friction that gets in the way of your money goals. Revolut delivers faster, better, smarter products to over 50 million customers across the globe giving you access to investments and your money effortlessly and across borders.About Matt BaxbyMatt is a strategic and people-oriented leader with diverse experience across consumer-facing businesses facing disruption or significant regulatory change.He has broad finance services sector experience - particularly consumer banking - from start-ups to an ASX-listed company.Matt embodies the entrepreneurial spirit from a decade with the Virgin Group combined with the discipline and scaled leadership as the Group Executive - Retail Banking and then Group CFO of the Bank of Queensland.Key TakeawaysRevolut aims to be a single place for managing financial life.The company has grown to over 800,000 customers in Australia.Revolut has achieved profitability at both group and local levels.Building a strong local team is crucial for success in new markets.The fintech landscape is maturing, with significant challenges for startups.Australia's remittance market presents a unique opportunity for Revolut.A strong focus on technology and innovation is essential for differentiation.Leadership qualities include action orientation and adaptability.The importance of a clear strategy in a fast-paced environment.Talent acquisition is critical for long-term success.Chapters00:00 Introduction 01:18 Revolut's Global Reach and Market Strategy02:32 Profitability and Financial Milestones03:27 Long-Term Commitment to the Australian Market05:26 Building a Digital Bank: Lessons Learned07:33 Consumer-Centric Approach and Product Development10:33 Opportunities in the Australian Market13:01 Future Product Offerings with a Banking License18:33 Matt's Unique Journey in Fintech27:03 The Power of Being a Founder-Led Organisation30:39 Building a Cohesive and Effective Team35:59 What is Send us a textSubscribe Newsletter: https://www.linkedin.com/newsletters/fintech-leaders-7092732051488980992/Connect on Linkedin: https://bit.ly/3DsCJBp
In This Episode Getting digital right can be challenging for anyone --small banks, big banks, incumbents, challengers, you name it. In this episode, Brett King meets up with Akbank's Consumer Banking & Digital Solutions, EVP, Burcu Civelek Yuce to talk about Akbank and Akbank LAB, Akbank's Innovation Lab. The discussion focuses on the incumbent bank 's digital engagement and excellence in collaborating and partnering with fintechs and big tech. Turkey is the 18th largest country in the world in terms of population size, with Akbank one of the largest banks (77 years young) in Turkey. Akbank has nimbly undergone a smoothe digital transformation with the majority of its customers now coming through digital channels -- be it new customer acquisition, servicing or sales. Akbank LAB is the innovation center that coordinates Akbank's pioneering fintech developments. Here, they study best working models and implement solutions to make the lives of Akbank's customers easier. Fintech partnership and collaboration are key components of Akbank LAB's success, with partners working hard to create value for their customers. Akbank is embracing AI with Banking IQ, hyper personalized information on customers, and is actively reskilling employees to lead the way forward. Listen to this engaging conversation to learn best practices relevant for all banks and financial institutions. For further information: akbanklab.com or akbanklab@akbanklab.com https://www.youtube.com/watch?v=3SbBhLVNvlQ
On Lessons in Leadership, Steve Adubato and Mary Gamba are joined by Kevin Chittenden, Executive VP and President of Consumer Banking, Valley Bank, talking about sales and leadership and the latest opportunities and challenges facing first time homebuyers. Then, in a “Stand & Deliver: Powering Equity & Social Justice” edition of Lessons in Leadership, Steve … Continue reading Lessons in Leadership: Kevin Chittenden and Roger León
In September, the Department of Justice announced that it would withdraw its 1995 bank merger guidelines and apply its 2023 merger guidelines for all industries, a move that some have interpreted as signaling stricter review of bank mergers. At the same time, Congress is considering the “Credit Card Competition Act,” which purports to promote competition […]
In September, the Department of Justice announced that it would withdraw its 1995 bank merger guidelines and apply its 2023 merger guidelines for all industries, a move that some have interpreted as signaling stricter review of bank mergers. At the same time, Congress is considering the “Credit Card Competition Act,” which purports to promote competition in the credit card network space. Join us for a discussion of these topics and their implications for consumers, competition, and the economy as well as Capital One’s proposed acquisition of Discover.Featuring:Prof. Todd Zywicki, George Mason University Foundation Professor of Law, Antonin Scalia Law School, George Mason UniversitySen. Patrick Toomey, Former United States Senator (PA), Ranking Member of the Senate Committee on BankingDr. Diana Moss, Vice President and Director of Competition Policy, Progressive Policy InstituteModerator: Jelena McWilliams, Managing Partner and Head of the Financial Institutions Group, Cravath, Swaine, & Moore Washington, D.C. office, Former Chairman of the Federal Deposit Insurance Corporation (FDIC)--To register, click the link above.
What are the value propositions of Islamic wealth management businesses and products, and what is the size and demographic of the regional Islamic wealth economy? How are financial institutions refining the processes of wealth management to develop products, grow customer bases and build wealth management brands? How are balance sheets being used to transform and upgrade the mass affluent market into wealth management clients? Are Islamic financial institutions sufficiently leveraging on intergenerational wealth and the non-Muslim market, and are opportunities for cross selling wealth management services being capitalized on? We ask a respected panel.Moderator:Olga De Tapia, Global Head of ETFs and Indexing Sales and Global Head of Portfolio Advisory Solutions and OCIO Sales, HSBC Asset ManagementPanelists:Anouk Hanafiah, CEO, Eastspring Al-Wara' InvestmentsHakan Ozyon, CEO, Hejaz Financial ServicesGeoff Holmes, Group Chief Strategy Officer, Vemi VenturesMariam Veronica Abu Bakkar Seddek, Director, Group Head Institutional and Islamic Asset Management, Kenanga InvestorsResham Singh Beera Singh, Managing Director and Regional Head, Consumer Banking, CIMB Islamic
Julie Deem invites Jenelle Campbell to the show, recorded live at Global Leadership Summit. Learn more about her role with Community First Bank in Indiana. Community First Bank: https://cfbindiana.com/ Thank you, Crossroads Community Church! https://ecrossroads.org/ Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you! Learn more at: https://lyfquest.io/ Instagram: USW Podcast @uswkokomo Kalena James @yesitskalenajames Julie Deem @indymompreneur -------------------------------------------------- USW Kokomo Website Production by The Business Podcast Editor
In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 CMO Carlos Carvajal for a discussion about how marketing in banking has evolved and how to make more meaningful, profitable connections with customers.
Business banking startup Mercury, founded in 2020, is now launching a consumer banking product. Learn more about your ad choices. Visit megaphone.fm/adchoices
Pour ceux qui souhaitent rejoindre la #TribuESOA au sein de notre groupe Telegram exclusif, c'est par ici : https://bit.ly/ESOATribe --------- Le Podcast "#Entrepreneur State Of Africa" dit tout haut ce que les #entrepreneurs pensent tout bas, avec Kahi Lumumba (Co-Founder & CEO Totem Experience, Adicomdays) et Moulaye Tabouré (Co-Founder & CEO de ANKA (ex-Afrikrea) ). Dans cet épisode, Kahi et Moulaye échangent avec Korede ODJO-BELLA, Head of Consumer Banking chez ECOBANK Cote d'Ivoire. Korede nous partage sa passion pour la course et l'impact que cela eu sur sa carrière. ----- Ce podcast est produit par Totem Factory by Totem Experience que vous pouvez joindre pour tous vos besoins de production.
Topics: Huddler In The Hot Seat with Howard Levine, Senior Executive Vice President - Head of Consumer Banking at Amerant Bank, and more…
As head of community and business development at Chase, Diedra Porché has a deep passion for understanding the needs of the people the bank is seeking to serve. In this week's episode of Women on the Move, she joins host Sam Saperstein to discuss her role and how she empowers local communities and helps individuals build financial security and wealth. Growing along with JPMorgan Chase Diedra began her career with JPMorgan Chase nearly 30 years ago. She likes to tell people that she's had about 10 jobs and worked in three different business lines. She started her career in an officer development program in Texas, moved on to Commercial Banking, worked with the Government Banking team, and then physically moved across the country to California and helped build out the bank in Los Angeles. “It's been a wonderful journey,” she says. “I've always enjoyed staying close to customers, and working with our field teams, and representing the bank in our communities. I had no idea how much the work would evolve into an opportunity that allows us to work hand with community stakeholders to effect impact for people beyond banking. At the time when I started in banking . . . things were pretty straightforward. You went to your local branch, you worked with your local team. Fast-forward to today, and there's just a myriad of complexities that customers are dealing with.” She says that one of the most important things she learned along the way is how to work together with all stakeholders. “That means each of us has a role to play in serving communities in the best way,” she tells Sam. “And it takes private sector, it takes our public sector, and it takes our not-for-profits and our local stakeholders to really be that three-legged stool to make communities really thrive.” “We do this work together” In her current role as head of community and business development in Consumer Banking, Diedra says she's “delighted and privileged” to serve her team. “We are a collective team of leaders that have the opportunity to go into communities, build trust, to work to boost financial health so that we can put people on a path to building legacy wealth for their families,” she explains. Her team accomplishes that by providing information in the form of free financial health workshops and programming, as well as building hyper-local relationships with stakeholders. For context: Chase opened its first Community Center branch in Harlem in 2019 as part of its $30 billion racial equity commitment to build stronger ties to the community and provide banking services and financial education in underserved areas. Since then, Chase has opened 15 additional Community Centers across the country, primarily in low-to-moderate income communities.. Each Community Center features a team of local financial health experts focused on community engagement, mentorship and advice. Each Center also features a large multipurpose room which can be used to host free financial health workshops, community gathering or pop-up shops for small business customers. When asked what she's most proud of about the work her team does, Diedra has an easy answer: “First, let me just say I am delighted that in two and a half years, we really have become a part of the framework of the franchise. I tell my team all the time, we're knitted and weaved into a full tapestry of who we are as a firm.” In terms of metrics, Diedra has plenty to be proud of too. One of the most important metrics she looks at is trust metrics—how communities and consumers feel about the bank's brand. And while noting that JPMorgan Chase already enjoys a very strong brand, she says that seeing those trust metrics in the communities where her team has invested in represents a meaningful shift – it's the kind of change the bank is committed to building upon. One of the keys to success, she says, has been welcoming non-customers into community center branches to get access to education and financial health workshops at no cost to them, and not requiring them to be a customer. “Additionally, we collaborate with local nonprofits that are already working with residents and [Chase] customers in these neighborhoods,” she notes. “So in partnership with them, we're able to create programming that our communities can access either at their nonprofit location or inside our branches.” It's never too late to start…on your financial health journey Diedra offers a simple idea for anyone wanting to improve their financial health. “The one tip that I would give is to create a plan. It's never too late to start and ensure that you have a plan. Start small. Any amount that you're putting away will make a difference, and to just stay focused on those habits and stay disciplined.” Disclaimer: The speakers' opinions belong to them and may differ from opinions of JPMorgan Chase & Co. and its affiliates. Views presented on this podcast are those of the speakers; they are as of December 14th, 2023 and they may not materialize. Full transcript here
Dr. Steven Skancke, Chief Economic Advisor at Keel Point, shares his thoughts on the FOMC meeting and looking for clarity on the Fed's views on inflation and interest rates. Brendan Coughlin, Vice Chairman and Head of Consumer Banking at Citizens Financial Group, discusses delving into private credit and the 2024 economic outlook. And we Drive to the Close with Ana Arsov, Global Head of Private Credit & Financial Institutions at Moody's Investors Service. Hosts: Tim Stenovec and Emily Graffeo. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Dr. Steven Skancke, Chief Economic Advisor at Keel Point, shares his thoughts on the FOMC meeting and looking for clarity on the Fed's views on inflation and interest rates. Brendan Coughlin, Vice Chairman and Head of Consumer Banking at Citizens Financial Group, discusses delving into private credit and the 2024 economic outlook. And we Drive to the Close with Ana Arsov, Global Head of Private Credit & Financial Institutions at Moody's Investors Service. Hosts: Tim Stenovec and Emily Graffeo. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
On today's podcast episode, we examine insights from our US Banking Consumer Habits report, based on a proprietary survey of 1,500 US adults. • In our “Headlines” segment, we break down Gen Z's saving habits and discuss how the demographic is poised to open up a lot of new bank accounts. • In “Story by Numbers,” we talk about how banks can create an authentic presence on social media to attract new customers. • In “For Argument's Sake,” we debate whether Gen Zers place little value on most forms of advertising, including traditional TV, out-of-home, radio, print, and podcast ads. Listen to the discussion with host Rob Rubin and our analysts Lauren Ashcraft and Tiffani Montez. Rob's Dumpling Crawl: Stop #1: - First course Shanghai You Garden, 135-33 40th Road Soup Dumplings (can get a table) Optional stop for tea: Ten Ren Tea, 135-18 Roosevelt Ave, Flushing Stop #2:- Second course White Bear 135-02 Roosevelt Ave, Flushing Wontons with hot sauce, dumplings with hot sauce (#6 on the menu). Might have to eat on the street as it seems like a stall Stop #3: - Third course Tianjin Dumpling House, 41-41 Kissena Blvd, Flushing Lamb and green squash dumpling Stop #4: - Dessert (might be closed?) New Flushing Bakery, 135-45 Roosevelt Ave Portuguese Egg Custard Tart Alternatively could do: 2 dumpling spots and then sit down for Dim Sum at: Asian Jewels, 133-30 39th Ave Joes Steamed Rice Roll, 136-21 Roosevelt Ave # A1, Queens, NY 11354, In a mall Dive bar for drinking! Kelly's Pub, 136-11, 41st Ave, Queens eDaily Newsletter: https://www.insiderintelligence.com/edaily/ Follow us on Instagram at: https://www.instagram.com/insiderintelligence/ For sponsorship opportunities contact us: advertising@insiderintelligence.com For more information visit: https://www.insiderintelligence.com/contact/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: © 2023 Insider Intelligence
Welcome to the Tearsheet Podcast, where we dive deep into the intersection of financial services and technology. I'm Tearsheet's editor in chief, Zack Miller. On today's episode, we have Brendan Coughlin, Vice Chair and Head of Consumer Banking at Citizens Bank, guiding us through the intricate world of banking transformations and how they're catering to the evolving needs of customers, including the Gen Z demographic. The conversation unfolds as Brendan shares invaluable insights into the big shifts within the banking sector, accelerated by the pandemic's digital thrust. He delves into how Citizens Bank navigated this change, emphasizing the critical role of digital while recognizing the enduring significance of in-person interactions, especially for Gen Z, the true digital natives. We explore the profound evolution of customer expectations, moving beyond mere convenience towards value creation and personalized experiences. Brendan sheds light on Citizens Bank's strategies, like the bank's "Citizens Plus" rewards platform and its proactive approach to financial advice, leveraging data and analytics to enhance customer financial confidence. The discussion extends beyond products and services to encompass broader economic environments, unveiling Citizens Bank's strategies in navigating economic challenges, their differentiation in the highly competitive landscape, and its concerted efforts to provide a holistic view of customers for personalized offerings while maintaining data privacy and customer trust. Here's my conversation with Brendan. You can access a transcript on our website here: https://tearsheet.co/?p=57600
Now that the Consumer Financial Protection Bureau appears likely to survive a Supreme Court challenge, will the agency be emboldened to push its powers further? Or will it be reined in by other forces? Evan Weinberger, who covers the CFPB for Bloomberg Law, analyzes the latest intel.
With their unique preferences, behaviors, and technological fluency, Gen Z and younger consumers are reshaping the landscape of banking products, channels, and engagement strategies. With this in mind, how do banks connect with and build loyalty among the emerging Gen Z demographic. What technologies, products and messaging matters? Joining us on the Banking Transformed podcast is a true expert in the field, Brendan Coughlin, Vice Chairman and Head of Consumer Banking at Citizens. Brendan has extensive experience in navigating these dynamic shifts, providing invaluable insights into this very demanding segment of the population.
Cyber attacks have caused unprecedented disruption and financial damage across various industry sectors. This gave rise to the pressing need for cyber resilience in Asia-Pacific financial services institutions, with a particular focus on banks. But what are the approaches necessary for leadership teams to develop the capabilities required to protect their institutions from cyber threats and ensure business continuity?Join Gajan Ananthapavan, Tech Area Lead for Security Operations, Intelligence, and Influence at ANZ, and Rohit Rao, EY Asia-Pacific Financial Services Cybersecurity Leader, with Clare Sporle, Partner, Financial Services, Ernst & Young, who is based in Australia, as they explore the role of cyber resilience as a critical strategic priority for Asia-Pacific banks.In this episode, we also reveal actionable approaches to integrate cybersecurity into everyday operations and discuss strategies to combat cyber attacks and transition from a reactive crisis mode to business as usual.If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Asia-Pacific Banking and Capital Markets Sector Leader via LinkedIn or visit www.ey.com/banking.
Today's guest is Tan Su Shan, Group Head of Institutional Banking at DBS. Su Shan is a trailblazer, and a prominent leader in the financial world. Prior to leading the institutional banking business, she was Group Head of Consumer Banking and Wealth Management for close to a decade. Before joining DBS, Su Shan was Morgan Stanley's Head of Private Wealth Management for Southeast Asia. She has also worked at Citibank and prior to that at ING Barings in London, Tokyo and Hong Kong. I've always admired Su Shan for not just her impressive accomplishments in her career, but also how she has a strong bond with her two grown children, and husband of 25years. I have learnt so much from her as a leader, mother, wife and daughter. In this episode, Su Shan goes into detail about her career and leadership journey, the key habits and routines that have kept her going, how she balances her career with family commitments, what it takes to build a strong marriage, her definition of success and how that has evolved, what she thinks the most important skills and traits are today and for the future. Chapters 00:00 Introduction and Welcome 01:20 Su Shan's background 5:28 Her leadership philosophy 7:20 Cultivating deep self-awareness 09:35 Su Shan's habits and routines 12:05 Balancing a career with family commitments 16:11 Parental lesson, advice & building a healthy marriage 22:26 The evolution of her definition of Success 26:19 Developing Resilience 28:09 Discussing workforce challenges in the future 31:00 Rachel answers Su Shan's question 36:19 Outro Find RachReflects on: http://rachreflects.com http://instagram.com/ms_rach
Ex OCBC Head Started As A Clerk With $500 Dollars Borrowed From Friends in Small Town Ipoh. Ever thought what it's like to be loyal and work for the same company for 26 years? Wyson started moved to Singapore to take up a job working as a clerk and through hardwork, became the Head of Consumer Banking for OCBC. After the pandemic, he struggled and started to reevaluated his life and decided quit banking after 26 years. What was it like for him? How did the pandemic affect his decision? Discover more from the team at The Financial Coconut (including all our other shows) @ https://linktr.ee/thefinancialcoconutThe Financial Coconut Podcast is a personal finance platform based in Singapore. Our goal is to educate and provide easy-to-understand information about personal finance topics such as budgeting, investing, retirement planning etc. We believe that personal finance is different for every individual and we aim to provide different perspectives to trigger our audience into paving their own unique path towards their financial goal.“Successful” people are still struggling post pandemic, you are not alone. Hosted on Acast. See acast.com/privacy for more information.
The banking industry is changing rapidly, and a people-centric approach can help banks stay ahead of the curve. How can a focus on human-centricity and skills-led transformation drive growth and innovation in the banking industry? What are the benefits of a culture that supports continuous learning and evolution? Can this approach ultimately help banks build a future-ready workforce and thrive in a rapidly changing landscape?Join Lee Hwee Boon, Head of Group Human Resources at OCBC, and Soumee De, Partner, Workforce Advisory, Financial Services Consulting, Ernst & Young Advisory Pte Ltd., with Andrew Gilder, EY Asia-Pacific Banking and Capital Markets Sector Leader as they share their experiences and insights on how to reimagine banking leadership, the people and the culture required to future-proof talent and support transformation efforts. The speakers also debate the approaches to creating and maintaining a culture of diversity, equity and inclusiveness as well as tips on how to measure the progress and success of talent transformation.Download the "The Future of Transformation" report by EY and the University of Oxford: https://www.ey.com/en_sg/consulting/how-transformations-with-humans-at-the-center-can-double-your-successIf you would like a conversation on how EY teams can help your bank to design and implement new efficient models to support organization and workforce transformation, please contact Andrew Gilder, EY Asia-Pacific Banking and Capital Markets Sector Leader via LinkedIn or visit www.ey.com/banking.
On this special customer service podcast episode, Humans in the Loop, J.D. Power expert Denese Waiters sits down with Elizabeth Wolverton, EVP and Head of Consumer Banking and Brand Experience at Synovus to discuss the importance of employee engagement, especially as brands ramp up their digital capabilities. Elizabeth shares the strategies that helped Synovous succeed across its multiple branches. Listen to the full episode to learn more about the benefits of transforming the employee experience.
On this special customer service podcast episode, Humans in the Loop, J.D. Power expert Denese Waiters sits down with Elizabeth Wolverton, EVP and Head of Consumer Banking and Brand Experience at Synovus to discuss the importance of employee engagement, especially as brands ramp up their digital capabilities. Elizabeth shares the strategies that helped Synovous succeed across its multiple branches. Listen to the full episode to learn more about the benefits of transforming the employee experience.
From geopolitical tensions to macroeconomic uncertainty, the banking industry is facing numerous challenges in the fast-changing external environment. With the increased volatility and interconnected risks brought on by recent events and macroeconomic uncertainty, Chief Risk Officers are facing one of the most difficult jobs in the banking C-suite. The role of CROs is more important than ever before as they respond to complex and overlapping risks in the banking industry. Hear from Ryan Zanin, Chief Risk Officer at Westpac and Doug Nixon, EY Oceania Banking and Capital Markets Leader, with Clare Sporle, Partner, Financial Services, Ernst & Young as they seek to prioritize the biggest risks facing the Asia-Pacific banking industry today as well as how banks can continue to build and maintain trust with their customers and stakeholders in the face of emerging risks and uncertainties. In this episode, they also deep-dive into the use of digitalization and technology for risk management, in addition to the importance of viewing talent as critical to future success in this function. Download a copy of the 12th annual EY/IIF global bank risk management survey report: https://www.ey.com/en_gl/forms/2022/bank-risk-survey. If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Asia-Pacific Banking and Capital Markets Leader via LinkedIn or visit www.ey.com/banking.
Sustainability is now higher up on the list of every bank's strategic priorities investors. Regulators and stakeholders across society are increasingly demanding greater transparency from financial institutions to enable sustainable finance in order to create long-term value.In part two of this mini-series on sustainability, Eric Lim, Chief Sustainability Officer at United Overseas Bank (UOB), Wolfram Hedrich, Partner, Financial Services Consulting, Ernst & Young Advisory Pte. Ltd., and EY Asia-Pacific Sustainability Leader, with Clare Sporle, Partner, Financial Services, Ernst & Young, go deeper into their conversation on the role that data is playing in achieving a bank's sustainability goals, as well as the importance of building trust and avoiding issues such as greenwashing.If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Asia-Pacific Banking and Capital Markets Leader via LinkedIn or visit https://www.ey.com/banking.
In response to the need of moving towards sustainable banking, global banks have committed to bringing down emissions to net-zero by 2050.If we are to truly transform the global economy, we need a sea change in capital flows, and in the financial industry that guides them. Financial services organizations (FSOs) are central to this process. Many are setting increasingly ambitious targets to eliminate their own emissions, achieve net zero “financed emissions,” support the transition of existing clients and fund new climate solutions.How can financial institutions in Asia-Pacific set the right leadership vision as well as navigate the complexities of sustainability governance?Join Eric Lim, Chief Sustainability Officer at United Overseas Bank (UOB) and Wolfram Hedrich, EY Financial Services Risk Management Partner and EY Asia-Pacific Sustainability Leader, with Clare Sporle, EY Financial Services Partner, who is based in Sydney, Australia. In part one of this episode, they explore why bank leaders need to be better at articulating their sustainability vision and what to consider as you establish your governance structures and execute to achieve that vision.If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Asia-Pacific Banking and Capital Markets Leader via LinkedIn or visit www.ey.com/banking.
In this episode, find out about Dish TV minority investors' concerns about the company, also find out about Bajaj Finserv's foray into the mutual fund business Business Term of the Day: Transfer pricing
Firms operating across the capital markets, particularly investment banks, are facing an exceptionally challenging operating environment today. The COVID-19 pandemic, rising consumer expectations, and high inflation rates are all generational challenges that are now converging in 2023, and beyond, and are likely to shape the environment for some time. Such volatility can also bring opportunities, as well as more ideas and dynamic transactions. It can also accelerate operational, cultural and technological transformation across sectors. So, how should investment banks be considering their approach towards sustained and successful transformation? In this episode (Part 2 of 2), the discussion focuses on customer centricity, employee experience and talent pathways. Join host EY Parthenon Strategy & Transactions Partner Oluchi Ikechi-D'Amico, EY Financial Services Partner Sanjeev Chatrath and DBS Group Head of Treasury and Markets and a member of the Group Executive Committee, Andrew Ng in this very interesting podcast conversation.If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Banking and Capital Markets Leader via LinkedIn or visit www.ey.com/en_sg/banking-capital-markets.
Firms operating across the capital markets, particularly investment banks, are facing an exceptionally challenging operating environment today. The COVID-19 pandemic, rising consumer expectations, and high inflation rates are all generational challenges that are now converging in 2023, and beyond, and are likely to shape the environment for some time. Such volatility can also bring opportunities, as well as more ideas and dynamic transactions. It can also accelerate operational, cultural and technological transformation across sectors. So, how should investment banks be considering their approach towards sustained and successful transformation? In this episode (Part 1 of 2), the discussion focuses on customer centricity, employee experience and talent pathways. Listen in for an insightful session with host EY Parthenon Strategy & Transactions Partner Oluchi Ikechi-D'Amico, EY Financial Services Partner Sanjeev Chatrath and DBS Group Head of Treasury and Markets and a member of the Group Executive Committee, Andrew Ng. If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Banking and Capital Markets Leader via LinkedIn or visit www.ey.com/en_sg/banking-capital-markets.
Plus: Russian President Vladimir Putin admits war effort in Ukraine faces obstacles. Delta to offer free in-flight Wi-Fi as early as next year. J.R. Whalen reports. Learn more about your ad choices. Visit megaphone.fm/adchoices
Business owners often struggle to understand their finances. But what if someone could help them understand and give advice tailored specifically to their needs? Kathy Svetina knows the importance of financial data and has seen firsthand how it can make or break a company. She joins Megan Weis to discuss the benefits of fractional CFO services for women-owned businesses and gives advice on making great financial decisions. Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon. In this episode, we discuss: -Finances for women-owned businesses -The benefits of a fractional CFO for businesses -Fractional versus full-time CFOs -Advice for small business owners looking for a fractional CFO -Women-owned business challenges -Insights into finance leadership in global corporations versus early-stage high-growth companies Presented by Personiv https://insights.personiv.com/cfo-weekly
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We are all witnessing the evolution of the payments industry. The fast-changing and dynamic payments landscape has enabled banks to focus extensively on agility and scalability as customer expectations continue to transform. Moreover, banks are drawing inspiration from digital players in adopting their digital payments model and considering innovative partnership strategies with FinTechs. This has changed the way banks engage with customers and made us reimagine the role of banks moving forward and the speed of change we expect in the coming years. In this episode of the NextWave Banking in Asia-Pacific podcast, Clare Sporle (EY Financial Services Partner) is joined by Ethan Teas (Executive General Manager Payments, Commonwealth Bank of Australia) and May Lam (EY Financial Services Consulting Partner, EY Asia-Pacific Payments Leader, and EY Oceania Fintech Leader) to discuss macro megatrends impacting payments in Asia-Pacific, changing customer behaviors and preferences post-pandemic, the adoption of PaaS (Payments as a Service) and how banks should be considering this new model going forward.If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Banking and Capital Markets Leader via LinkedIn or visit www.ey.com/en_sg/banking-capital-markets.
Everyone knows that staying afloat in today's fast-moving, transformative business environment means using technology to enable increased agility. It's not enough to adapt to what's happening now – the key is to be prepared to adapt to what comes next and beyond. In this episode of the NextWave Banking in Asia-Pacific podcast, host Andrew Gilder and guest speakers, Saurabh Dhingra (EY-Parthenon ASEAN Financial Services Strategy Leader) and Aman Narain (Global Head of Platforms, HSBC), examine the role of platforms and curating ecosystems in creating opportunities for players within the banking industry, and how these ultimately enhance the customer experience.If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Banking and Capital Markets Leader via LinkedIn or visit www.ey.com/en_sg/banking-capital-markets.
The Desi VC: Indian Venture Capital | Angel Investors | Startups | VC
RK Rangan is the Chairman of BLinC Invest, a venture capital fund committed to funding EdTech and Fintech startups in India. He is a seasoned business leader with over 30 years of experience in the financial services industry across Investment Banking, Asset Management, Insurance and Consumer Banking. He is a specialist at strategic development and transformation of businesses and has held President/MD and CEO positions with large global corporates.In this episode, we will cover:1. Current state of the industry (3:41)2. Microtrends that influence macrotrends in investment (14:46)3. Indian EdTech: How to create long-term business models and maintain good corporate governance (30:57)4. Is an independent regulator required for Indian Edtech? (36:10)5. What does it take for investors to put their investment thesis into action? (39:15)6. What are the various challenges that a fund manager faces when implementing their thesis, and how does this change over time? (52:38)
Becoming adept at digital banking is not simply about technology. It's about the way banking leaders adapt to the pace of change and continually rethink how they can create and deliver value in a digital economy. Most importantly, it is understanding that the digital banking transformation process is a never-ending journey … with no end point. My guest on the Banking Transformed podcast is Liz Wolverton, Head of Consumer Banking and Brand Experience at Synovus. Liz shares how building the muscles for continuous change at Synovus allows the bank to adapt to future change more rapidly, which makes the bank more resilient. This Episode of Banking Transformed is sponsored by FIS From super apps and crypto to embedded finance and financial inclusion, we're a long way away from the world of cash and checks. That's why FIS has published The Global Payments Report. The Global Payments Report makes it easy to understand what your consumers want now – and in the future. Read about the trends transforming payments and what they mean for your business. FIS also gives you an in-depth view of how consumers pay when shopping online and at the point of sale in more than 40 markets, along with the latest insights into real-time payments trends, digital wallets, and even Crypto. Discover how the latest payments technologies could affect your business. Get your report today by visiting fisglobal.com/gpr. FIS. Advancing the way the world pays banks and invests.
Some of our topic highlights include:Jessica's early career in bankingDifferences between data across different types of companiesHow data roles differ from consumer banking to investment banking The importance of statistical rigor and running experimentsThe art of persuasion and corporate psychology in data How to improve interconnectivity between departments What B2B SaaS companies can learn from B2C companiesStriking the right balance in dataAs always, I'd love to hear your thoughts on the episode over on Twitter @borisjabes.Want to discuss the best practices we covered in this episode? Come hang out in The Operational Analytics Club, where all your favorite data leaders gather to sharpen their skills. Know someone that you think would be an awesome guest on The Show (hint: you can totally nominate yourself)? Reach out to our content and community team. Resources:Jessica on LinkedInNotion on LinkedInNotion on TwitterNotion's websiteMusic by the talented Joe Stevens: https://www.joestevenssound.com/
Asia-Pacific banks have largely moved cautiously and in lockstep these past years, resulting in increasingly commoditized offerings. To emerge from the shadow of COVID-19 and achieve distinctiveness among their peers to pull ahead of the pack, they need to take more decisive actions to eke out fresh approaches for accelerated growth. Only then, can they transform and transition to top-decile performers that are more resilient and future-ready for tomorrow. In this episode, we discuss the transformational trends in consumer banking and the role of technology and digitization in creating opportunities for the existing and new players, the role of FinTechs and neobanks in tilting the competitive playing field toward areas where they enjoy advantages, and the likely sentiment of banks as they look to evaluate and expand their presence to capture a large market share.Tune in to a conversation with EY Banking & Capital Markets leaders, Jan Bellens, Tzu-Chung Liang, and Andrew Gilder.If you would like a conversation on how EY teams can help your bank to navigate digital innovation, new business models and ecosystem partnerships in order to transform and achieve growth, please contact Andrew Gilder, EY Banking and Capital Markets Leader via LinkedIn or visit www.ey.com/en_sg/banking-capital-markets.
OUTSIDE THE BOARDS™ PODCASTSEASON #2 | EPISODE #9: Agapito Morgan & Dale JohnsonRECORDED: April 15th, 2022On this Episode of Outside The Boards, I'm incredibly excited to welcome all of you to this Episode of Outside The Boards Podcast and introduce my next guests Mr. Agapito Morgan and Dale Johnson, Chairman and Committee Member of the United States Polo Association's Diversity, Equity and Inclusion Committee. Aga Morgan currently serves as the Commercial Healthcare Leader with Key Bank. In this role, he is focused on growing Key's national commercial banking healthcare business in collaboration with healthcare industry coverage teams within KeyBanc Capital Markets, Enterprise Healthcare Payments and Consumer Banking. Additionally, he serves as Co-Chair of the Commercial Bank's Diversity, Equity, and Inclusion Council and as a member of the Bank's Commercial Credit Risk Committee. Aga is originally from Washington D.C. and now lives in Weston Connecticut. His path in polo begin 8 years ago when he was introduce to polo by a close friend. Not knowing what he was getting into he took a lesson at Yale University. The first time he hit the ball clean, he was hooked. He would go on to immerse himself into the sport. Today, Morgan is a member of the Yale Polo Club, but has played extensively around the country. Dale Johnson is currently the Manager of Global Platforms for Visa ,and is the Founder of the Equine Chain. A company created to credential horses on the blockchain. Dale is from Oakland California, and recently returned to his hometown after living in San Francisco's Bay Area. Dale's involvement with horses and ultimately polo began generations earlier with his grandfather who was as a horseman on a cattle ranch north of Houston, his grandfather, Papa Charlie, who was slave from Georgia, founded the ranch with his wife Penny. Everyone up until Dale's grandfather was born on the ranch. All the fundamentals of horsemanship never left and trickled down to Dale's father and ultimately him. Dale's introduction to polo came from a visit to Buneas Aires and the purchase of pair of polo boots. He came home and spent his first bonus on a polo clinic. But unlike hiting a ball or the thrill of riding, Dale was attracted to the game by how challenging it was. Aga and Dale are doing incredible things for the sport and are looking to change polo's image and become a more inclusive and accessible sport to everyone interested in picking up a mallet. Their success at the Detroit Polo Club, which you will learn more on this podcast, is a perfect model to expand to other locations across the country and I look forward at the prospect of creating a similar program in Chicago. I am honored to call Aga and Dale friends and excited to see them continue to do great things for the game. WELCOME TO OUTSIDE THE BOARDS™ PODCASTThe OTB™ Podcast was created with the goal of introducing listeners to people, places and stories and provide a unique behind the scenes perspective of the sport of polo that breaks all the common stereotypes. While discussing key issues affecting the sport today and the constructive sharing of ideas, insights, solutions and best case studies for the purpose of advancing polo globally. The Podcast will have honest conversations with polo industry leaders, enthusiasts and awe inspiring people who make this sport great and fun to be around.ABOUT THE GAY POLO LEAGUEThe Gay Polo League (GPL) is the only LGBTQ polo organization in the world that is dedicated to producing high-end LGBTQ polo events and experiences. Its mission is to inspire and empower those individuals who identify themselves as lesbian, gay, bisexual, and transgender via the promotion of and participation in the sport of polo.The GPL promotes the sport of polo tSupport the show
There are two lending spaces that tend to be underappreciated by many financial institutions: unsecured consumer lending and auto refinancing. Jay Fee, Vice President of Consumer Banking at PenFed Credit Union, has considerable experience with both. He joins the show to discuss the mechanics of unsecured consumer lending and auto refinancing, and why financial institutions should make the most of these opportunities. We discuss: The history of the unsecured consumer lending and auto refi space How lenders and fintechs can create symbiotic relationships Why auto refi is an excellent untapped opportunity How fintechs can help lenders seize the opportunity To hear more from Leaders in Lending, check us out on Apple Podcasts, Spotify, or on our website. Listening on a desktop & can't see the links? Just search for Leaders in Lending on your favorite podcast player.
EXCLUSIVE - She is the most powerful woman of color in of finance. Managing over 5200 retail locations, 18k ATMs, 50k+ employees and overseeing $810 billion dollars in deposits, including Chase Private Client, on the investment side. Join me as I sit down with Thasunda as she gives groundbreaking advice on a plethora of topics from how to be an effective leader in a C-Suite role to diversity and inclusion, being a leader with purpose, building a strong credit score, leveling up your finances in an pandemic, knowing your self- worth and so much more. This is an interview you don't want to miss. Visit: KennyJToday.com for more information Get voting information: https://www.vote.org
In this #COSIGNConversations podcast we sat down with the Corporate Baddie, DeAndre Brown to talk about influencing, TikTok and Instagram, being relatable, Corporate America, and being a corporate baddie, plus more. DeAndre Brown is a 22 year old Content Creator who was born and raised in Chicago, Illinois. After graduating from Morehouse College in May 2021, he moved to Dallas, Texas to begin his career in Consumer Banking for Citibank. When DeAndre began posting videos on Tiktok, he saw great success on his videos of Corporate Humor (Slacking off on Zoom calls & Gen Z vs. Millennial). He has over 235k “Corporate Baddies” on Tiktok and has received great recognition on his videos receiving features on CNBC and Insider. DeAndre plans on continuing to shed light on the dynamics of Corporate worlds while also highlighting the importance of being “Elite.” If you like videos like this PLEASE SUBSCRIBE to our channel, like, comment, and share with your friends. Want to support our platform? Donate via cash app: $cosignmag DeAndre Brown on Instagram: https://www.instagram.com/imdrebrown COSIGN on Instagram: https://www.instagram.com/cosignmag/ COSIGN on Facebook: https://www.facebook.com/CosignMagazine/ http://cosignmag.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/cosignmag/support
On Call with Insignia Ventures with Yinglan Tan and Paulo Joquino
A digital banking license, an app launch, US$130M in consumer deposits, and a US$131M Series B round since our first conversation in July 2020, Greg Krasnov, the CEO and founder of the Philippines' first fully digital bank Tonik, returns on call with us. Transcript Timestamps (00:13) Paulo recaps Greg's last call; (02:38) Paulo re-introduces Greg; (03:27) The latest on Tonik's growth story; (05:34) The 4Ps that drove Tonik's record breaking deposit growth and user acquisition; (09:48) What Tonik's deposit records mean globally; (12:29) What neobanks from other markets can learn from Tonik; (14:35) Redefining scalability for consumer loans; (18:39) How Tonik is able to learn from global comps; (20:50) The future of bank fintech partnerships; (23:14) The Fifth P; (26:51) The Sixth P; (29:07) Thoughts on crypto and DeFi; (30:40) The future of consumer banking in the Philippines; (32:12) Rapid Fire Round; About our guest Greg Krasnov is a serial fintech entrepreneur with a storied career in the financial services space spanning Europe and Southeast Asia. Prior to founding Tonik, he co-founded and chaired four other successful fintech startups in Asia, including Credolab and AsiaKredit. Before coming to Southeast Asia, he was the founder and CEO of one of the top private equity-backed success stories in consumer lending in Eastern Europe, Platinum Bank in Ukraine, which exited in 2013 for US$150 million. Before blazing a trail of fintech success stories, he spent 10 years in private equity at Bank of America in London and Innova Capital in Warsaw. Music: Energetic and Upbeat Rock Background Music For Videos and Workouts The content of this podcast is for informational purposes only, should not be taken as legal, tax, or business advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any Insignia Ventures fund.
ถามอีก กับพี่เอ๋ คุณธนเดช รังษีธนานนท์ ผู้ช่วยกรรมการผู้จัดการ บล.คันทรี่ กรุ๊ป จำกัด (มหาชน) คุยอะไรกันบ้าง? - หุ้นธนาคาร กำไรเติบโต - การตั้งสำรองของธนาคาร - เชิง Valuation ปี 2022 - บางธนาคารยังไม่ลุย Digital Asset ตัวเล็ก ๆ จะตามทัน? - หลายธุรกิจหันมาจับ Consumer Banking มากขึ้น? - BBL ไม่ไป Digital Banking? - ธนาคารไทยจะไปต่างประเทศ - ttb ให้เป้าปีนี้โตแค่ 2% ? - FIDF Fee ที่แบงก์ชาติลดให้ ใกล้ครบกำหนด - KKP เน้นเติบโตด้าน Wealth Management? - TISCO ปันผลสูง? - BAY ปรับกลยุทธ์? - การเก็บภาษีขายหุ้น กระทบ Broker? - ทิ้งท้ายถึงนักลงทุน
A marketing superstar and industry disruptor, Arianna Orpello has been a change agent in financial services for more than a decade and is now breaking new ground at Goldman Sachs as Head of Marketing, Consumer Bank/Marcus by Goldman Sachs. Hear her honest perspectives on being a woman in a male-dominated industry, the future of banking and the secret to owning what makes you different.
Join Ben Udell, SVP of Consumer Banking at Monona Bank as we discuss the transformation of a classical branch location into a destination location for the neighborhood. Find out how Monona partnered with a local vendor and converted the space into a welcoming environment where banking is important but not the only reason to visit.BankTalkPodcast.comRemedyconsult.net
The Victorian Government is providing 25% towards a home in exchange for a stake in the property but is this a good idea for buyers struggling to enter into the current hot housing market? Melbourne-based mortgage broker Niti Bhargava talks about the pros and cons of the scheme.
The COVID-19 pandemic has changed the world in many unexpected ways, and the banking world is no exception. Things have become increasingly digital, and banking has joined the list of tasks that are now done from home — meaning customers need fast, easy, and positive online experiences.People are used to great apps that fit their ever-changing needs. So how does the banking world keep up? We're glad you asked. Today, we're joined by Patrick Dickson (SVP/Chief Research Analyst & Executive Strategist, Kasasa) and Rick Beutler (VP of Consumer Banking, First Federal Bank of Wisconsin) to talk about just that.We'll dive into changes in customer behaviors caused by the pandemic and how banks like ours have expanded to meet the increased demand for online services. We'll also talk about the future of digital banking, and provide a few best practice tips for maximum security when banking online.
In today's episode, we explore how Blend uses DE&I to create an inclusive consumer ecosystem while building a diverse workforce. We talk with Ulysses Smith, Head of Diversity, Inclusion & Belonging with Blend, and discuss how their Community Investment and DE&I strategies are tied together and what these programs will look like over the next several years. We also chat about challenges to Blend's DE&I journey and advice for companies just starting theirs. Watch the episode: https://youtu.be/ZWLuAxazCIA
Executive Interview with John Adamah, Head, Consumer Banking of GCB Bank Limited.
I have been following Citizens Bank for many years as they built this robust online lending operation across multiple verticals. They have also launched an in-house digital bank called Citizens Access and they have a groundbreaking partnership with Apple which has, in many ways, changed the iPhone buying experience. They are a top 25 bank that has the mindset of a fintech. Our next guest on the Fintech One•On•One podcast is Brendan Coughlin. He is the Head of Consumer Banking at Citizens Bank. He has been at the bank for 17 years and has worked in pretty much every consumer division and he now runs the entire consumer business for Citizens.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes
On this episode we speak with Alden Seabolt. Alden started at Zynga as an Associate Producer before being promoted to a Lead Product Manager for the Zynga Poker team after just five months. After leaving in 2014 he co-founded Infuse, a business that works to provide solutions for payment processing services and the healthcare industry. Alden now works at Blend as the product lead for the Consumer Banking team, and strives to facilitate lending practices for consumers by making the process simpler and more accessible. We discuss the tools Alden utilized to facilitate his success, the importance of identifying your comparative advantage to set you apart from the pack, how balancing objectivity and empathy can establish effective communication and empower a team to find solutions, and much more on this episode of Creators at Work.
PayTechTalk - the Podcast of PAYMENT.TECHNOLOGY.LAW. | PayTechLaw
Am 15. Juni 2021 tritt das neue Rulebook für SEPA Request to Pay (SEPA RTP) in Kraft. Ab dann wäre SEPA RTP theoretisch verfügbar. Welche Chancen auf eine verbreitete Nutzung SEPA RTP hat, wer es anbieten, wer es nutzen kann, welche Geschäftsmodelle davon profitieren können, darüber haben wir uns im Paytechtalk #64 unterhalten. Mit dabei waren Achim Thienel, Geschäftsführer bei Finastra in Frankfurt am Main und Product Director Cloud & Core Banking SaaS und Michael Bramm ebenfalls Director bei Finastra und zuständig für Client Delivery & Implementation. Bei Finastra handelt es sich um eines der größten Fintechs der Welt, das eine Entwicklerplattform sowie eine großes Softwareportfolio für die Finanzindustrie anbietet. Weitere Informationen: https://paytechlaw.com/paytechtalk-sepa-rtp-instant-payments-mit-finastra/ Über Achiem Thienel | Geschäftsführer, Product Director Cloud & Core Banking SaaS: Achim Thienel arbeitet für das Produktmanagement-Team von Finastra in Europa als Experte für Core Banking in der Cloud für deutschsprachige Länder. Mit über 20 Jahren Erfahrung in der Finanzdienstleistungsbranche ist er auf Front-to-Back-Bankprozesse spezialisiert und unterstützt globale Lösungen, Cloud-Betrieb, Partnermanagement, Vertrieb und Marketing. Er ist außerdem Geschäftsführer bei Finastra in Frankfurt. Über Michael Bramm | Director Client Delivery & Implementation: Michael Bramm ist innerhalb der Finastra Payments Domain für die Kunden Auslieferung, Weiterentwicklung und Wartung der Payment Plattform verantwortlich. Über Finastra: Finastra ist eines der größten FinTechs der Welt. Finastra fördert über seine offene Entwicklerplattform und Marktplatz - FusionFabric.cloud, die Zusammenarbeit von jungen Startups und Fintechs und bringt durch die Unterstützung mit eigenen Ressourcen und Expertise, Innovationen im Finanzdienstleistungssektor auf den Weg. Mit dem umfassendsten Portfolio an Software für die Finanzindustrie überhaupt, stellt Finastra global über 9.000 Finanzinstituten wichtige Technologien zur Verfügung. Zu den Kunden zählen 90 der 100 größten Banken weltweit. Finastra ist führend in der Art und Weise, wie Software-Anwendungen in der Welt der Finanzdienstleistungen entwickelt, bereitgestellt und genutzt werden. Finastras Plattformansatz sowie seine Größe, Reichweite und Expertise, bringen ein breites Ökosystem von Partnern und Co-Innovatoren zusammen, um ein Vorreiter des digitalen Wandels für die Finanzdienstleistungsbranche zu sein. Die Plattform ermöglicht Kollaborationen in verschiedenen Bereichen. Im Bereich Payments zentralisiert, integriert und optimiert Finastra Zahlungsabwicklungen über seine Plattform. Weitere Anwendungen von Finastra finden sich in den Bereichen Treasury, Consumer Banking, Trade Finance und Lending.
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Ashok Vaswani is the #Barclays Chief Executive Officer of #Consumer #Banking and #Payments overseeing the execution of plans for the Group's consumer banking, private banking and payments businesses across #Asia, #UK, #Europe and the #US. He speaks to Alpesh Patel about all things to do with the #economy, #Covid, #Brexit, the future, the bank, #success, getting ahead, #business #resilience and more. British Asian Trust, with HRH Prince Charles as Patron, bring the event together in support of their campaign 'If I Can, She Can' - see https://britishasiantrust.enthuse.com/ificanshecan#! ---------------------------------------------------------------------------------- RESOURCES & LINKS ----------------------------------------------------------------------------------- https://www.pipspredator.com https://www.investing-champions.com https://www.trading-champions.com #tradingonline #investing #trading #pipspredator #alpeshpatel #business Subscribe to my newsletter for more tips: https://www.alpeshpatel.com/blogsignup Subscribe to my Telegram channel for daily market information: https://t.me/pipspredator Follow me on my LinkedIn Page: https://www.linkedin.com/in/alpeshbpatel/ Join my Facebook community: https://www.facebook.com/tradefx4profit Follow more free resources including my book from www.investing-champions.com and www.alpeshpatel.com My daily insights are on my instant messenger app - also free. Get my FREE Trading Journal & Picks
Today on The Leaders' Brief - Tod Wolters, a top US general posted in Europe said that there was a "low to medium" risk of Russia invading Ukraine as the UK - an NATO ally, ordered warships to sail to the Black Sea. The decision, which is yet to be officially confirmed, comes as Russian troops continue to build up along Ukraine's border. Ukraine has been fighting Russian separatists in the eastern Donbas region for months now and is apprehensive of the Kremlin planning another invasion. Such concerns come after Russia placed more troops on Ukraine's eastern border than at any time since the Crimean annexation of 2014. American banking group, Citigroup is planning to close consumer banking operations across 13 countries as it does not have the scale to compete in these markets. The bank would now only offer industry banking services, completely doing away with retail banking in the 13 markets that include Australia, Bahrain, China, India, Indonesia, South Korea, Malaysia, the Philippines, Poland, Russia, Taiwan, Thailand, and Vietnam. It is expected that the banking group will now try and look for takeovers of its consumer banking services, possibly from local players. USA's National Aeronautics and Space Administration or NASA awarded SpaceX a $2.9 billion contract to build a moon lander as early as 2024, picking it over Jeff Bezos' Blue Origin and defence contractor Dynetics Inc. Last year SpaceX completed its maiden taxi service carrying NASA astronauts. NASA plans to send a crew to the ISS aboard another SpaceX rocket on April 27th. “NASA rules,” the billionaire entrepreneur who leads several other companies such as Tesla and Neuralink wrote on Twitter after SpaceX won the contract. About egomonk: Website | Facebook | Twitter | LinkedInegomonk is a global intelligence platform delivering asymmetric outcomes by bringing organizations closer to the communities they want to serve and the leaders they wish to influence. If you wish to collaborate with us then email us at contact@egomonk.com.
Sekou Kaalund is a Managing Director at JPMorgan Chase and Head of Consumer Banking for the Northeast Division. In this role, Kaalund oversees 1000 branches in five regions with 10,000 employees and over $315 billion in deposits and investments. Prior to this role, Kaalund launched and was the Head of Advancing Black Pathways (“ABP”), a JPMorgan Chase program created to help Black individuals, families and businesses achieve sustained economic success. Kaalund set bold goals, including hiring 4,000 black students in 5 years, reaching 40% of the goal in less than two years. During his tenure, Kaalund deepened relationships with historically Black Colleges and Universities, and even launched a Hardship Fund to help keep financially distressed students in school, which became critical during COVID-19. He also launched Advancing Black Entrepreneurs, a program to provide access to capital and insights for Black businesses. Kaalund's success in building ABP led to the firm's historic $30 billion commitment to closing the racial wealth gap. Watch on YouTube: https://youtu.be/5WVR4zwMo20 Introduction music by: LAKEY INSPIRED - Chill Day LAKEY INSPIRED - Chill Day Download→ https://soundcloud.com/lakeyinspired/chill-day
You may think you've nailed omnichannel if you communicate in multiple channels. Not so. A true omnichannel approach means developing a cohesive view of the customer and how they want to communicate. In this episode, I interview omnichannel master Jason Osborne, Global Head of Consumer Banking at Genpact. Jason & I talked about: What true omnichannel is 2 impediments to orchestrating your data Stories and examples of a successful omnichannel strategy The first 2 steps to get in the right omnichannel frame of mind Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.
Teri Barr talks with Mitch Strohm, a consumer banking expert and editor with Forbes Advisor, about a new consumer survey showing why more people started using a mobile banking app in the last year, along with the most and least valuable mobile features, according to the survey. Also, learn about the 5 benefits of digital banking, and if it all adds up to enough to get you to try it. Support the show: https://omny.fm/shows/pennywise See omnystudio.com/listener for privacy information.
In this episode, Rajiv and I had a conversation around his new book, Adventures of an Itinerant Executive, the India corporate culture and his 4+ decades career journey. Rajiv is an IIM Ahmedabad graduate and business leader with international experience in Strategic Business and Market Research, Brand Management, Advertising, Consumer Banking, Mutual Funds, Credit Cards and Knowledge Management with blue-chip multinationals. These include Glaxo Smith Kline, J Walter Thompson, Citibank, Standard Chartered Bank, Nielsen, the Kantar Group (IMRB, BMRB, LMRB) Egon Zehnder and Heidrick & Struggles. He has worked in the UK, Saudi Arabia, UAE, Sri Lanka and India. You can buy the book from https://notionpress.com/read/adventures-of-an-itinerant-executive
คณะกรรมาธิการด้านความปลอดภัยอิเล็กทรอนิกส์ของออสเตรเลีย จัดหลักสูตรช่วยผู้สูงอายุใช้บริการธนาคารบนอุปกรณ์เคลื่อนที่และออนไลน์ มุ่งเสริมสร้างความมั่นใจให้ผู้สูงอายุสามารถบริหารจัดการเงินได้ด้วยตัวเอง
I first address the big purge of followers we all had on Twiiter after the President was banned from Twitter and how my demographics are impacted! Yours truly helped someone locally here in Southern NM recover a $7000 check from Bank of America that would be held for 12 days in 12 hours! Bank of America has policies that require you to deposit checks when you don't have enough to cover them, and then when you deposit them, they place holds after they process, screwing you in the process. I exploited loser BofA associates in my neck of the woods in getting help for a man named Chuck. It was exhilarating and I once again prove, I am the best banker out there! :) I explain the policy in the first segment. We then talk about Wells Fargo's earnings via an Austin Weinstein story in the Charlotte Observer. We talk about how Wells Fargo, despite their scandal, made $3 Billion last quarter. We then discuss how 6400+ people have lost their jobs in Consumer Banking while only a small fraction of that lost their jobs in investment banking or wealth mgt. I then complain about the fact that despite the need to cut costs by sacrificing branches, and tellers inside branches, they added 2500 employees to WF "Corporate"...Wtf?!?! I then talk about a weird CNN Business article that came out during earnings which had a hard-on about Q4 Refunds to customers which were $300 million plus, and somehow tied it to the "Unauthorized Account Scandal" and not oh, say...the pandemic? It's a weird article meant to scare housewives. Takes a couple cheap shots, even though they are warranted. Q4 Wells Fargo Earnings Report Finally... we briefly riff on the now-retired General Counsel of Wells Fargo who was fined $3.5 Million for his role in the scandal of 2016. We talk about how the hits keep on coming. (Source: Another Austin Weinstein Article - Charlotte Observer) All My Links HERE MY PATREON Page! For as little as $1, you can help James in his fight against big banks. http://patreon.com/NotoriousBanker TheNotoriousBanker.com for detailed info on yours truly, and ways you can follow The Notorious Banker The Notorious Banker is on TikTok - @NotoriousBanker - 5600 FOLLOWERS Youtube Channel - Click Here Sponsors -james@NotoriousBanker.com - Advertise your business with a growing, cutting edge podcast. Visit our Twitter Page @BankBetterGuy - Bank Advice, humor, observations, deals and VIGILANTE CUSTOMER SERVICE & Host James B on Twitter @jamesbisright Voicemail Line: 575-322-4127 (3M Max)
Dr. Renee Dua, Chief Medical Officer of Heal, discusses the best practices for vaccine distribution. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, previews the FOMC meeting and discusses stimulus. Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on consumer health, the shift to digital banking, and consumer lending. Alex Webb, European Technology and Media Columnist for Bloomberg Opinion, discusses his column: "Google, Amazon and Apple Face the Nuclear Option." Hosted by Paul Sweeney and Vonnie Quinn.
Mike WeinbachSenior Executive Vice President, CEO of Consumer Lending Wells Fargo & CompanyMike Weinbach is the CEO of Consumer Lending and a member of the Operating Committee at Wells Fargo. He is responsible for leading more than 30,000 team members focused on providing consumer lending products and services, including Home Lending, Auto, Credit Cards & Merchant Services, Education Finance, and Personal Loans. He is based in New York.Throughout his 20-plus year career in financial services, Mike has demonstrated a passion for leadership, helping consumers succeed, and delivering superior customer experiences. He joined Wells Fargo in 2020 after 16 years at JPMorgan Chase, where he most recently served as CEO of Chase Home Lending. While at Chase, Mike also held leadership roles across Consumer Banking, Business Banking, Home Lending and Auto Finance in sales, finance, branch management and operations.Before joining Chase, Mike founded a business focused on workplace motivation and held positions at Citigroup. He is a graduate of the Wharton School at the University of Pennsylvania and earned his MBA at Harvard Business School.
The acceleration of digital banking that took hold during the pandemic allowed for continued adoption of Goldman Sachs’s consumer banking product suite. Marcus by Goldman Sachs, which launched four years ago, had $96 billion in deposits as of the third quarter of 2020. With personal loans, savings accounts, and Marcus Insights, its personal finance analysis tool, Goldman is building a comprehensive product suite. The bank has fully integrated the capabilities of the Clarity Money app, which it acquired in 2018. “The long-term objective of what we're setting ourselves to do in consumer is to create a complete business that has a very robust platform on which millions of consumers will be able to control their financial destiny either through their own balance sheet or cash flow,” said Stephen Scherr, chief financial officer at Goldman Sachs, speaking at the Bank of America Merrill Lynch Future of Financials Conference this month. “Our ambition is to grow out the product set that's there, including in 2021, seeing checking and a wealth module to again grow out that platform in a more profound way.” On today’s podcast, we speak with Melissa Manne, who is vice president and head of product at Marcus Digital Storefront. She was previously vice president of product management at Clarity Money and director of software product management at American Express. Manne reflects on her journey from Clarity Money to Marcus by Goldman Sachs and the next steps for Marcus.
Ashok Vaswani shares his global experience working at the largest financial institutions, including Barclays and Citigroup. Tune-in to hear about his global journey and advice on the importance of the customer journey and how to be a successful banker in the digital age. See omnystudio.com/listener for privacy information.
Ashok Vaswani shares his global experience working at the largest financial institutions, including Barclays and Citigroup. Tune-in to hear about his global journey and advice on the importance of the customer journey and how to be a successful banker in the digital age. See omnystudio.com/listener for privacy information.
Data Futurology - Data Science, Machine Learning and Artificial Intelligence From Industry Leaders
On our 7th episode we are joined by two very talented women, Siew Choo Soh, Managing Director & Group Head of Consumer Banking and Big Data/AI Technology at DBS Bank and Terisa Roberts, Director and Global Lead: Risk Modelling and Decisioning at SAS. Siew Choo shares with us DBS’s mindset around innovation. For them, the use of technology does not equate to innovation. They don’t have a designated innovation department, just a small innovation team whose job is not to innovate, it’s rather helping other people across the bank to innovate. They provide resources to enable everyone to be able to innovate by empowering the individuals and teams to be curious. Terisa draws attention to a recent study by Deloitte, showing that firms who invest in diversity and innovation are 8 times more likely to achieve their business outcomes. She also mentions that in Risk Management, they monitor the algorithms they’re using in society and how these algorithms can discriminate against certain groups. Whenever they are faced with these challenges, a diverse team is in charge of identifying and remediating these biases. Quotes: "Their job is not to innovate, their job is to help other people across the bank to innovate." "You have to introduce bias to unbias your algorithm, because the algorithm has been trained by biased data." "Because of historical biases that were present in the training data that the algorithms learned from, that was perpetuated. A diverse team would have been able to stop that bias from becoming operational in the way decisions are made within that firm." "To make them understand each other from the different background they have, whether from cultural perspective or job experience perspective, can sometimes be quite a challenge, but I would say that once you manage to go through that initial phase you’ll see that it will help you get the best results, if you have a very diverse group of people." Thanks to our sponsors: Shine Solutions Group Talent Insights SAS Women in Analytics (WIA) Network Growing Data Read the full episode summary here: #SheLeads Ep 7 Enjoy the seventh episode of our #SheLeads Series! --- Send in a voice message: https://anchor.fm/datafuturology/message
The Female Career. Trailblazing New Zealand women share their career journeys
Gina Dellabarca was appointed Westpac NZ General Manager of Consumer Banking and Wealth in early 2020, having spent the previous five years as General Manager of Human Resources and Corporate Affairs. She is responsible for leading Westpac's Consumer network, together with the Private Wealth Management division, Contact Centres and Operations. Since joining Westpac in 1998, Gina has held a number of senior leadership roles. Gina lead both Commercial and Retail businesses across Westpac in both the North and South Island. Gina holds a Bachelor of Commerce from Otago University and is an accredited Organisational Coach recognised through the Institute of Executive Coaching and Leadership. She is also a member of the New Zealand Global Women network and is a Director of Westpac NZ's Staff Superannuation Scheme, a Director of Blake NZ Trust and Chair of the We Care Fund, He ora te whakapiri (Strength in Unity). "Women often want to be perfect and not get things wrong. But actually when you've explored the fact that you are going to get things wrong, then embrace that as just pure learning and move forward with the next step."
The pandemic has certainly had a significant impact on the third line of defense in risk management, presenting audit with significant challenges in areas like credit risk modeling, emerging risk evaluation, internal controls and remote working. In this podcast, Citi’s Chief Auditor for risk, Andy Blight, discusses the fallout from COVID-19, the changes Citi’s audit team made in response to the crisis, and the audit adaptations we may see post-pandemic. Andy Blight, Chief Auditor – Risk, Citi Andy Blight is the Chief Auditor for Risk, responsible for Internal Audit’s coverage of Citi’s global independent risk management including Market Risk, Credit Risk, Operational Risk and Model Risk. Andy has over 20 years of experience in the banking industry in a number of Internal Audit and Risk Management roles. Prior to this role, Andy was Citi’s Regional Chief Auditor for EMEA. Andy originally joined Citi Internal Audit in 2014 from JPMorgan, where he was Executive Director, EMEA Corporate Audit. Prior to JPMorgan, Andy spent 7 years at Standard Chartered in various positions in London and Singapore, including Head of Audit for Consumer Banking and Head of Audit for Group Functions & Risk. In addition to his audit experience, Andy has worked in Market Risk Management and Operational Risk Management functions at ING and Barclays Capital. Andy is a Chartered Member of the Institute of Internal Auditors (CMIIA), Fellow of the Institute of Chartered Accountants in England and Wales (FCA), Qualified in Internal Audit Leadership (QIAL) and a Certified Internal Auditor (CIA).
Hear how the COVID-19 pandemic has affected Goldman's business, the future plans for growth, and more. Intro: In today's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP interviews Harit Talwar, Global Head of Consumer Banking at Goldman Sachs (NYSE: GS). Talwar discusses how the COVID-19 pandemic has affected the bank's business and future growth plans, gives an update on the Apple (NASDAQ: AAPL) credit card launch, and much more. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Taliban Bounties Would Be a New Low for Putin." Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on the rise of digital banking as a result of COVID, and consumer financial health. Hosted by Paul Sweeney and Vonnie Quinn. Wendy Schiller, Chair of Political Science at Brown University, discusses how different current events could impact this year's election. Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on progress in covid vaccines. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn.
In our latest podcast, we're excited to speak with Nicolas Kopp, the US CEO of N26. In Europe, N26 is a fully licensed mobile bank offering an effortless, sleek user experience with no hidden fees. It has grown to serve over 3.5 M customers across 24 markets and recently launched in the US with a mobile banking app and Visa debit card together with Axos Bank. In this extensive interview, Nic speaks to: ● N26's founding and how it was built to offer a completely different approach to banking ● The rationale for N26's launch in the US and the opportunity it sees in the market ● N26's plans for expanding in the US to better meet consumers' needs, particularly with its Perks and Spaces offerings ● How N26's culture enables it to innovate and challenge the status quo ● Nic's thoughts on how consumer banking will evolve in the US Nic originally joined N26 in 2015 as one of its first employees heading up Business Development and Operations, which he built from the ground up. Prior to N26, Nic spent several years at Morgan Stanley.
In this episode, Pamela Foohey, Associate Professor of Law at the Indiana University Maurer School of Law, discusses her article "Reducing The Wealth Gap Through Fintech 'Advances' in Consumer Banking and Lending," co-authored with Nathalie Martin, Associate Dean for Faculty Development and Frederick M. Hart Chair in Consumer and Clinical Law at the University of New Mexico School of Law. The article is forthcoming in the University of Illinois Law Review. Foohey begins by discussing inequalities in income, wealth, and debt, and how those inequalities affect minority groups in disparate ways. She discusses how consumer credit products worsen the disparate economy, particularly in reference to minority groups' access to banking and lending services. Focusing on home, student, and short-term loans, she describes how a lack of choice and opportunity has facilitated a flow of wealth from low-income groups to high-income groups.Foohey details how early wage access and other fintech innovations could alleviate or worsen inequality for ethnic and racial minorities, exploring how current fintech products interact with current inequities. She then details policy solutions to address wealth and debt gaps, highlighting four tenets for confronting debt inequality. She reviews political proposals from presidential candidates and members of congress, and explores the potential for a postal banking system. Foohey concludes by providing her insights and recommendations for the public, policymakers, and governments. Foohey is on Twitter at @PamelaFoohey.This episode was hosted by Luce Nguyen. Nguyen is on Twitter at @NguyenLuce. See acast.com/privacy for privacy and opt-out information.
On this weeks insights show, David Brear is hosting a live panel at the premiere of 11:Years, our documentary about the rise of UK fintech! Our fantastic panel consists of: Eric Van der Kleij - CEO and founder of Frontier network as well as the founder of Tech City UK (now Tech Nation) and Level 39 Ashok Vaswani - Global Head of Consumer Banking & Payments, Barclays - former APAC CEO at Citi Bank among other things Anne Boden - CEO and Founder of Starling Bank, former COO of AIB Nick Ogden - Founder of the brand new of RTGS.Global, founder of ClearBank and Worldpay and the father of e-commerce among many others! This live panel covers the following topics: The key take aways from the film Why London such a successful fintech ecosystem? How has the landscape changed with having new competitors? How can regulation enable development? How can the UK maintain its leading position? How can the UK help accelerate ecosystem around the world? Will the next 11 years move the dial for FiServ as much as the last 11? Check out our brand new documentary 11:YEARS - the Rise of UK Fintech now. Head over to 11years.film to watch for free, and share using #11YEARS. Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor, Jason Bates, Leda Glyptis and Sarah Kocianski and joined by a range of brilliant guests, we cover the latest global news, bring you interviews from industry experts or take a deep dive in subject matters such as APIs, AI or digital banking. If you enjoyed don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Anne Boden, Ashok Vaswani, Eric Van der Kleij, and Nick Ogden.
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Tue, 15 Oct 2019 14:23:18 -0000 full Bloomberg Radio 1664 1c7b47a0-e528-11e9-aa53-9781825c2663
Welcome to the Tearsheet Podcast. I’m Zack Miller. Ricky Knox is my guest today on the show . A five time entrepreneur and the founder of international money transfer firm Azimo, Ricky continues to compete in fintech. His latest venture, Tandem, is a strong competitor in the UK challenger banking market. There aren’t many entrepreneurs who keep coming back to fintech and Ricky describes why he thinks financial services is so ripe for disruption. Tandem’s approach to helping its customers make financial decisions uses AI and we talk about technology’s role in managing money. We discuss how he’s handling growth and scaling and how he’s positioning Tandem — with products and services -- to compete in the future. Ricky Knox is my guest today on the Tearsheet Podcast.
Hear from Ashok Vaswani—Barclays’ Global Head of Consumer Banking & Payments—as he discusses how AI will impact financial services by helping us to focus on the customer and giving them the confidence to reach their aspirations. With host Arta Shita.
Soh Siew Choo is Head of Consumer Banking and Big Data Analytics Technology at DBS. As one of the few leading women in technology, she is a strong advocate for gender diversity. She once said that banking technology is notorious for gender bias, and the higher up you go on the ladder, the lonelier it can be for a woman. Siew Choo understands that there’s a small pool of female mentors in banking technology, so she encourages her male colleagues, the other 80% of technology staff, to be mentors as well.
Banks and FinTechs: Challenges and Opportunities in Consumer Banking Dave Girouard, Upstart Marc Butterfield, First National Bank of Omaha Robert Perrelli, TCF Bank Moderator: Bo Brustkern, LendIt Fintech
We just released a special interview over at Lykken on Leadership with Tony Meola! Tony Meola was the U.S. Consumer Operations Executive for Bank of America. In this role, he led holistic operation functions for the Consumer Banking and Legacy Asset Servicing businesses. Tony's responsibilities included mortgage and specialty servicing operations, loss mitigation and liquidation for default mortgage servicing, collections and recovery, enterprise fraud and claims management, service delivery and enterprise customer complaints. Tony has 27 years of leadership experience within the banking industry, including his previous position as CEO of Saxon Mortgage, a Morgan Stanley company. In his interview with David Lykken, Tony shares essential leadership skills and perceptions from a long career in the banking industry as an executive leader. Read more... We just released a special interview over at Lykken on Leadership with Tony Meola! Tony Meola was the U.S. Consumer Operations Executive for Bank of America. In this role, he led holistic operation functions for the Consumer Banking and Legacy Asset Servicing businesses. Tony's responsibilities included mortgage and specialty servicing operations, loss mitigation and liquidation for default mortgage servicing, collections and recovery, enterprise fraud and claims management, service delivery and enterprise customer complaints. Tony has 27 years of leadership experience within the banking industry, including his previous position as CEO of Saxon Mortgage, a Morgan Stanley company. In his interview with David Lykken, Tony shares essential leadership skills and perceptions from a long career in the banking industry as an executive leader. Read more...
We just released a special interview over at Lykken on Leadership with Tony Meola! Tony Meola was the U.S. Consumer Operations Executive for Bank of America. In this role, he led holistic operation functions for the Consumer Banking and Legacy Asset Servicing businesses. Tony’s responsibilities included mortgage and specialty servicing operations, loss mitigation and liquidation for default mortgage servicing, collections and recovery, enterprise fraud and claims management, service delivery and enterprise customer complaints. Tony has 27 years of leadership experience within the banking industry, including his previous position as CEO of Saxon Mortgage, a Morgan Stanley company. In his interview with David Lykken, Tony shares essential leadership skills and perceptions from a long career in the banking industry as an executive leader. Read more...
Dr. Alex Gee has an open conversation with Jay Sodey, Sr. Vice President of Consumer Banking at Associated Bank, about a personal incident in the company's bank. You won't want to miss this story of racial reconciliation and how a company can work toward improving their community. Sodey demonstrates personal and business integrity and a commitment to growth in race relations. Don't forget to share your photos of eating at Tamearra Dyson's restaurant Souley Vegan to Dr. Alex Gee's Facebook or Twitter pages. If 50 people visit the restaurant, Dr. Gee will make a special podcast visit to the Bay Area. Check out alexgee.com for more info.
In this podcast, Heidrick & Struggles' Sophie Scholes talks to Andrew Bester, CEO of The Co-operative Bank. Bester talks about the challenges both the consumer banking sector and The Co-operative Bank face in a digital world and the steps The Co-op Bank is taking to overcome them. He also shares the need to always put people first—both inside and outside the organization—all along the customer journey. See acast.com/privacy for privacy and opt-out information.
Customer demands for higher levels of service and value, constantly evolving technology capabilities, and stringent regulatory requirements are all powerful forces reshaping retail banking. Built exclusively on AWS, Starling Bank's 100% cloud-based, mobile-only banking solution satisfies regulators in terms of its resilience, security, and reliability. It also satisfies consumers by giving them greater control over their data, streamlining the account opening process, accelerating payments, and providing access to innovative new services developed from scratch with open APIs, a developer platform, integration with Apple Pay, Google Pay, and Fitbit Pay and a custom backend ledger and payments integrations. Starling Bank is leading the open banking revolution. In this session, learn how Starling Bank delivers value to their customers and innovates at a very fast pace in a sector that can be slow to evolve.
Vee Sirasoontorn, a 2009 MIT alumni and previously the AVP Brand Management, Consumer Banking of Bangkok Bank shares his journey post MBA and how he navigated a transition from the world of finance to entrepreneurship smoothly. He is now the CEO of Primo World Co. Ltd, an app that improves everyday shopping experience by suggesting the best payment and loyalty cards for the users to choose based on cards and promotion preference the users have.
Today we take the opportunity to delve more into the nuances of demand creation and behavior change as they pertain to the African market. Tara Squire, the Head of Consumer Banking (for Anglophone West Africa) at Ecobank known as the pan African bank, gives us insight into demand creation and behavior change using his own experience in banking and telecommunications in West Africa.
Carrie Chitsey Wells is joined by Shannon Burch of Scotiabank. They discuss the change in consumer behaviors and the desire for video banking. Shannon shares what other banking executives should be thinking in regards to the customer of "tomorrow". Shannon and Carrie talk about: How the banking contact centers now require a different level of training, process, and environment as they have now before more "virtual tellers and bankers" vs. typical contact centers. How does big data come into play in personalizing the relationship and helping give customers the financial advice they are looking to receive. Should you market and segment by age? Shannon shares that mobile video banking allows customers what they want "convenience". Any executive in the banking community will not want to miss this podcast! Learn more about video bankingSupport the show (http://www.helpinghumans.care)
Today's show explores financial innovation through the eyes of one of America's most respected consumer advocates. My guest is Lauren Saunders, Associate Director of the National Consumer Law Center. The NCLC has been active in consumer financial protection for over 40 years. Lauren manages its Washington, DC office and directs its federal legislative and regulatory work on issues like prepaid cards, electronic payments, small dollar loans, credit cards, bank accounts, and consumer protection regulation overall. She also contributes to NCLC legal treatises, including Consumer Banking and Payments Law, Consumer Credit Regulation, and Fair Credit Reporting. Previously she directed the Federal Rights Project of the National Senior Citizens Law Center; was Deputy Director of Litigation at Bet Tzedek Legal Services; and was an associate at Hall & Phillips. She graduated magna cum laude from Harvard Law School and was an Executive Editor of the Harvard Law Review. She holds a Masters' in Public Policy from Harvard's Kennedy School of Government and a B.A., Phi Beta Kappa, from Stanford University. In our conversation, Lauren talks thoughtfully about what worries her about consumer finance today and how she thinks we should address emerging problems. We had a wide-ranging discussion, including about what would happen if traditional payday lending was no longer an option (she'd like a "Goldilocks" approach on loan length). She also discusses her concerns about both easy credit and fast credit; partnering between banks and marketplace lenders; using alternative data in underwriting; and the future of overdraft products as we move toward increasingly fast - and even real-time - payments. For a look into the innovators who were mentioned in the show (and who have been featured as previous guests), check out their websites: Digit, Even, and Simple. Also note Lauren's mention of the American Express-backed movie, Spent. Also .... Time is running out to vote for my SXSW panel! Remember to vote for my panel for SXSW 2017. It's Regulation Innovation - how to modernize regulation to optimize financial innovation. My fantastic panelists are CFSI's CEO Jennifer Tescher, the White House's Adrienne Harris, and Simple CEO Josh Reich. To vote, just go to http://panelpicker.sxsw.com/vote/67829 (there's a quick signup to be sure the votes are real). And please plan to come to SXSW! Remember to like us! Also remember to like Barefoot Innovation on ITunes; follow me on Twitter @JoAnnBarefoot; and contribute your "buck a show" to keep our podcasts coming. Going global: I recorded the introduction to this episode from the airport en route to London (I figure if Tim Ferriss can do this - and he inspired me to try pod-casting - I can give it a try). I'm heading to the UK for meetings on progress so far with the regulatory sandbox that was launched this year by the Financial Conduct Authority, to distill some lessons for the United States with our much more fragmented regulatory structure. Two days after I return from London, I'm heading to Fiji for the annual global conference of AFI - the Alliance for Financial Inclusion, which is made up of the financial regulators of the Global South. In November, I'll be speaking at the FinTech forum of the Singapore Monetary Authority - in the portion that will be Asia's first-ever RegTech conference in Asia. And I recently had to turn down invitations to speak in Tokyo and in Shanghai, and to participate in a UN gathering in Tanzania. All of which is to say, financial innovation is global, and so are the global challenges of how to regulate it, and so is Barefoot Innovation. We have listeners throughout the world, and I'll be recording fascinating podcasts on these travels. Watch for widened horizons this fall. Upcoming: Meanwhile, come back next time for my special guest, Sam Hodges of Funding Circle. Support Barefoot Innovation! Don't forget to send in your buck-a-show to support Barefoot Innovation Support the Podcast Subscribe Sign up with your email address to receive news and updates. Email Address Sign Up We respect your privacy. Thank you!
The Federal Arbitration Act (FAA), passed in 1925, generally requires courts to look favorably upon all arbitration agreements. In 2011, the Supreme Court upheld an arbitration agreement in a contract for mobile phone services that contained a class action ban. The court ruled that a state law that prevented the class action ban from being enforced was “an obstacle to the accomplishment of the FAA’s objectives.” -- However, Congress passed the Dodd-Frank Act in 2010, which authorizes the Consumer Financial Protection Bureau (CFPB) to study arbitration agreements in consumer contracts and limit or prohibit them if doing so would be in the public interest and for the protection of consumers. In May 2016, the CFPB issued a proposed rule that would ban arbitration agreements that acted to prevent class action lawsuits and would further establish certain reporting requirements for other arbitrations that are filed between consumers and providers. -- Our experts discussed this proposed rule, including the history that led us to this point and the potential impact it will have if it is finalized. -- Featuring: Prof. Jason Johnston, Henry L. and Grace Doherty Charitable Foundation Professor of Law, University of Virginia School of Law and Thaddeus King, Officer, Consumer Banking,The Pew Charitable Trusts
Spain-based BBVA is one of the most creative and aggressive global banks when it comes to investing in new financial technology. In part, that's because they have Scarlett Sieber on the team. Her formal title is SVP of GLobal Business Development in the New Digital Business Unit but the reality is, in that role, she's part business developer, ecosystem designer, investment banker, and marketer. Scarlett joins us this week on the podcast. We talk a lot about how the role of banks is changing and what thought leaders are doing to say ahead of the curve and how BBVA wants to be the AWS of banking. We discuss the role of financial ecosystems in determining the future of consumer banking. For BBVA, she's helped build direct channels in the US into fintech startups, venture capitalists, mentoring and sponsoring at top accelerators, universities, and technology consortia — all in an effort to work together, innovate together, and collaborate together to leverage the talents of all the players in the space.
This podcast accompanies Protiviti's Consumer Banking and Online Payments Survey.
In recognition of International Fraud Awareness Week, Smart Companies host Kelly Scanlon welcomes Kenneth Hitt, Senior Vice President of Consumer Banking at Enterprise Bank. Kenny will provide tips that help business owners spot fraud and stop it before it happens, including: How businesses are affected by fraudThe key characteristics of fraudstersThe top 5 fraud tips for business ownersWhere businesses are most vulnerableCommon types of fraudHow to combat fraudHow to train employees to recognize and prevent fraudHow to partner with your bank for fraud protection To listen to additional podcasts in the Smart Companies Thinking Bigger® lineup, please visit the archives. Learn more about your ad choices. Visit megaphone.fm/adchoices
FGB is the leading bank in the UAE by net profits. The Prospect Group spoke with FGB’s André Sayegh (CEO), Hana Al Rostamani (Head of Consumer Banking), and Simon Penney (Senior Executive Vice President & Head of Wholesale Banking) about FGB’s strategic direction, the UAE’s transformation into a financial hub, and capitalizing on changing global trade flows.
How does the banking market in China stack up to the rest of the world, and how have consumer attitudes changed since the financial crisis? McKinsey took a closer look at these and other questions in a recent survey of 20,000 consumers across 13 different markets in Asia. In this podcast, Nick Leung speaks with more
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