Podcasts about consumer banking

This week on #ItsEasySon, Gerald talks with Linval Johnson, Head of Consumer Banking at Proven Bank. Mr. Johnson's Bio With over a decade of experience in the banking and finance industries, Linval Johnson has cultivated a deep passion for exceptional customer service and enhancing the client experience. His career, starting as a Bank Supervisor and later progressing to more senior roles such as Operations Manager, Credit Manager, Electronic Services Manager, Project Manager and now Head of Consumer Banking, reflects his comprehensive understanding of the field. Alongside a Master's in Business Administration and PMP certification, Linval leverages his expertise as an Adjunct Lecturer at the University College of the Cayman Islands. He is committed to assisting clients achieve their financial goals and providing personalized services for their unique needs. When not immersed in banking, Linval unwinds with music and following his favorite sports teams.

In this episode of the Digital Banking Podcast, host Josh DeTar sits down with Law Helie, General Manager of Consumer Banking at nCino, to explore what it takes to modernize digital banking. From his early days in the Marines to leading consumer strategy at one of the industry's top tech firms, Law brings a rare blend of discipline, empathy, and systems thinking.The conversation deepens into the real-world friction between fraud prevention and user experience. Law breaks down how legacy policies, generational gaps in tech literacy, and evolving scam tactics all pressure financial institutions to move faster and stay vigilant.They also unpack how AI reshapes everything from underwriting to internal policy decisions. Whether updating your loan origination flow or rethinking your customer education strategy, this episode is packed with insights to help you balance innovation, compliance, and trust.

According to the FBI, individuals 60 and older experienced nearly $4.9 billion in losses to scams in 2024. Scams are becoming more common and more advanced. It's important to know the signs of fraud and scams, and how to protect ourselves and loved ones from financial loss. Tune in for an inspiring discussion with Darius Kingsley, Head of Consumer Banking Practices at Chase on how older adults can avoid financial scams.  Moments with Marianne airs in the Southern California area on KMET 1490AM & 98.1 FM, an ABC Talk News Radio Affiliate!  https://www.kmet1490am.com  Darius Kingsley, Head of Consumer Banking Practices at Chase, helps protect customers from fraud and scams. Learn more here on how to avoid scams:  www.chase.com/financial-abuse  For more show information visit: www.MariannePestana.com

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.

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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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/

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

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

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.

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.

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.

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.

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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...