Podcasts about financial brand forum

In an industry where legacy infrastructure often dates back decades, core conversions represent immense challenges and transformative opportunities. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we had the opportunity to speak with Jennifer Smith, Chief Information Officer of Zions Bank, who has recently led one of banking's most complex technological undertakings: a complete core systems modernization. Jennifer will share invaluable insights from Zions Bank's journey, from the initial business case through implementation and beyond. Her firsthand experience navigating this intricate process offers a unique window into how financial institutions can successfully approach these mission-critical transformations while maintaining business continuity and enhancing customer experience. 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

As financial institutions navigate an increasingly complex digital landscape, they face the dual challenge of driving innovation while maintaining the security and reliability that customers expect. Dominic Venturo, Senior Vice President and Chief Digital Officer at U.S. Bank, has been at the forefront of US Bank's digital transformation, helping his organization develop resilient systems that not only respond to change but anticipate it. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, our conversation explores how modern resilience in banking has evolved beyond disaster recovery to become a dynamic capability that enables personalization, real-time engagement, and proactive risk management. 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

With significant shifts in Washington's political dynamics and new regulatory challenges emerging across the banking sector, our discussion today will explore how the CBA is evolving to address these changes while balancing the needs of financial institutions and consumers alike. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, Lindsey Johnson, President and CEO of the Consumer Bankers Association, provides valuable insights into how the banking industry is adapting to a changing regulatory landscape in 2025. Johnson also discusses the CBA's evolving role in navigating the challenges of a new administration. Finally, Johnson shares her perspective on how banks can navigate the uncertainty of leadership changes at key regulatory agencies while maintaining focus on consumer needs. This episode 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

In an industry where customer trust is paramount, financial institutions like Ally are navigating the delicate balance between rapid innovation and robust security. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we'll explore how Ally has leveraged generative AI to streamline operations, foster innovation, and enhance customer experiences while maintaining the trust fundamental to banking relationships. I'm thrilled to be joined by Sathish Muthukrishnan, Chief Information, Data, and Digital Officer at Ally Bank, one of America's leading digital financial services companies. Sathish will examine broader industry trends and provide a forward-looking discussion of Agentic AI's potential to revolutionize banking relationships, including the ethical considerations involved.

In an era where digital agility is the name of the game, many legacy banks struggle to keep pace with nimble fintech competitors. However, some traditional institutions are rising to the challenge, and BMO, a 200-year-old bank with $1 trillion in assets, is a prime example. Brianna Elsass, Head of US Digital Servicing and Technology at BMO Financial Group has been a driving force behind BMO's digital transformation, leading the charge to build a digital-first mindset across the organization. On this episode of Banking Transformed, recorded live at the Financial Brand Forum, we dive into BMO's journey, exploring how Brianna and her team broke down silos, empowered agile teams, and digitized processes from end-to-end. We also discuss the key lessons learned along the way, and what it takes to foster a truly customer-centric, digital-first culture in banking. Finally, we discuss the impact communication has to build both positive customer and employee experiences. This episode of Banking Transformed is sponsored by Microsoft: Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. More at Microsoft.com/financialservices

In this episode of the Banking Transformed podcast, recorded live at the Financial Brand Forum, we're thrilled to have Dennis Devine, the CEO and President of Alliant Credit Union. On this show, we discuss how a digital-only financial institution, with a purpose-driven approach, can revolutionize the banking industry and generate unprecedented growth and revenues. Dennis discusses the strategies behind Alliant's purpose-driven approach, from fostering a culture of innovation to delivering superior rates and service through operational efficiency. He also shares his thoughts on the challenges and opportunities facing credit unions in the digital age, and offers advice for all financial institutions looking to adopt a more purpose-driven approach. This episode of Banking Transformed is sponsored by Microsoft: Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. More at Microsoft.com/financialservices

In an era where mobile and online banking are ubiquitous, it may surprise you to learn that physical bank branches are not only surviving but remain essential for many consumers. TD Bank's 2023 Consumer Distribution Survey reveals that 72% rank having nearby branches as a top factor in choosing their bank. A striking 84% visited a branch in the past year, with branches being people's first point of contact for banking questions. So, what role will branches play as consumer expectations evolve in an increasingly digital world? How are branches adapting and integrating technology? We explore these questions and more with Steve Turley, SVP, Head of Retail Growth and Transformation at TD Bank on the Banking Transformed podcast, recorded live at the Financial Brand Forum. We also discuss TD Bank's retail delivery strategy and why that human touch remains critical. This episode of Banking Transformed is sponsored by Microsoft: Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. More at Microsoft.com/financialservices

We're excited to welcome April Clobes, CEO and President of MSU Federal Credit Union back to the Banking Transformed podcast, recorded live at the Financial Brand Forum, to discuss the power of innovation through dynamic co-creation. As credit unions face increasing competition from nimble fintechs and larger traditional players, finding new ways to innovate and stay ahead of the curve is more important than ever. April and her team at MSUFCU have developed a unique approach to this challenge, leveraging in-house tech talent and a Credit Union Service Organization (CUSO) to create "composable solutions" that drive member value and growth. We explore the strategies behind this approach and learn how other financial institutions can foster grassroots innovation and accelerate the creation of new solutions, even with limited resources. This episode of Banking Transformed is sponsored by Microsoft: Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. More at Microsoft.com/financialservices

In today's rapidly evolving financial landscape, marketing has become a crucial driver of success for banks and credit unions. As consumer expectations shift and digital disruption accelerates, the role of the Chief Marketing Officer has never been more critical – or more complex. Recorded live at the Financial Brand Forum, I am joined on the Banking Transformed podcast by Melissa Stevens, CMO of Fifth Third Bank. We explore the art and science of modern marketing in the banking industry. Melissa also shares her insights on how Fifth Third is reimagining customer engagement, leveraging data analytics to drive personalization, and aligning marketing strategies with broader organizational objectives. Finally, she discusses the challenges of stemming 'silent attrition' in the face of increasing competition from fintechs and digital neobanks.

As digital technologies rapidly transform the financial services landscape, banks and credit unions face the challenge of adapting to evolving consumer behaviors and expectations. In this episode of the Banking Transformed podcast, recorded at the Financial Brand Forum, we're thrilled to welcome back Derek White, CEO of Galileo and a true pioneer in digital banking and financial technologies. With his extensive experience at the forefront of innovation, including launching the world's first online bank and driving customer experience at leading institutions like U.S. Bank, BBVA, Barclays, and Google Cloud, Derek brings a unique perspective on the future of banking in the digital age. In our discussion, we explore emerging trends, the principles of human-centered design, and strategies for building trust and loyalty in an increasingly digital world. This episode of Banking Transformed is sponsored by Microsoft: Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. More at Microsoft.com/financialservices

In this episode of the Believe in Banking podcast, Gina and Juliet take on the topic of bank and credit union branding. They discuss their upcoming speaking sessions at the Financial Brand Forum in Las Vegas from May 20-22, and spotlight the new Adrenaline report, the “ROI of Rebranding: Best Practices to Measure Business Value for Financial Brands” available on adrenalinex.com. This report features original research and leading insights that show the power of rebranding in driving and delivering growth for financial brands. Highlighting three case studies of recent rebrands – Bravera Bank, Everwise Credit Union and Tower Federal Credit Union – Gina and Juliet discuss how these organizations made the most of their rebranding efforts, including prioritizing brand differentiation to stand out in the marketplace. Finally, they discuss how to recognize when it's time for a rebrand or refresh and ways that the most successful brands embrace brand change. This podcast is hosted by ZenCast.fm

Financial brands have the opportunity to think about themselves differently — we are in the business of people, after all.Exploring the intersectionality of digital insights and brand strategy opens endless doors to human connectivity. And while many businesses are headed in the right direction, financial brands have much room for growth in balancing the connective science and art of business and human approaches.Joining us from The Financial Brand Forum, is Lauren Tatro, SVP Brand & Marketing Ops at Broadview Federal Credit Union. As a proven and practiced expert in finance and marketing, Lauren shares her thoughts on the status and future of financial brands.Join us as we discuss:Humanizing brands at the intersections of digital insights and brand strategyExploring the art and science of balancing business and connectivityKeeping a balanced financial scorecard amidst potential recession

In the inaugural episode of the Believe in Banking podcast for 2023, Sean and Gina highlight industry insights on where banking has been and where it's heading in the new year, including takeaways from speaking sessions at two of banking's premiere conferences – The Financial Brand Forum and Future Branches. From the importance of brand in driving business to the future of retail delivery, they discuss what banking leaders are thinking as they set their priorities for 2023. They also share key takeaways from Adrenaline's original research, where 75% of industry leaders agree that brand critically impacts their organization's business value. The research finds that more than half of the industry is seeking a total brand transformation and nearly 50% reporting that “bridging digital and human delivery” is their top priority. This podcast is hosted by ZenCast.fm

In today's episode of

In November of 2022, the Vericast Team joined the Financial Brand Forum, the world's most elite conference on marketing, CX, data analytics, and digital transformation in banking. During those three days, the host of the Business to Human podcast and Executive Director of Content Marketing at Vericast, Matthew Tilley, captured conversations with some of the best senior-level marketing executives in the financial industry. Join us as we discuss: What are the biggest challenges financial marketers are facingThe common trends that the Vericast team saw while at the Financial Brand ForumHow financial marketers can use data to their advantage

In today's episode of

B2B Vault is a pretty nerdy podcast as we talk about financial subjects, payments, small businesses, technology, business, merchant services, and more. How do you get paid at your business? Many business owners have merchant accounts. So what the F is a merchant account? A merchant account acts like a Bridge between your customer's credit card and bank account. Your customer/cardholder gets billed, and you get CASH in your bank account minus some fees. In this podcast, we discuss - how it can be complicated to understand, or you can get set up with more simplified pricing models. We also discuss alternative payment methods that many business owners have used for the last couple of years, how the government has changed how those companies operate, and the new taxes those business owners will have to pay. We discuss the PROS and CONS of the different types of pricing offered. We discuss the fees and the competitors, and more. As always, visit our website https://b2bvault.info. You can apply for an account or set up a meeting with Allen or Justin. A merchant account is a type of bank account that allows businesses to accept payments in multiple ways, typically debit or credit cards. A merchant account is established under an agreement between an acceptor and a merchant acquiring bank for the settlement of payment card transactions. - Wikipedia Other Episodes You'll Enjoy Episode 126 - Financial Brand Forum 2022 in Las Vegas | Digitization in Banking Episode 61 - The Future of Payment Processing, FinTech & Business Episode 117 - Why did I get kicked off of Stripe, Square, PayPal etc.? Connect with Me: Website LinkTree LinkedIn Instagram Facebook Twitter YouTube

Today we dive into the news and listener questions. Can you explain - what exactly a chargeback is? I am still swiping cards, and I get chargebacks and lose them all the time. We get chargebacks when customers leave over a 20% tip? How does cash discount work? What is the best way to set up a subscription for my business? We go over all of these questions and answer them. Thanks Allen Resources: Leave Us A Rating and Review Other Episodes You'll Enjoy Episode 126 - Financial Brand Forum 2022 in Las Vegas | Digitization in Banking Episode 61 - The Future of Payment Processing, FinTech & Business Episode 117 - Why did I get kicked off of Stripe, Square, PayPal etc.? Connect with Me: Website LinkTree LinkedIn Instagram Facebook Twitter YouTube

Returning from the biggest conference on digital strategies for the banking industry, James White, industry principal for banks and credit unions at Total Expert, joins Joe Welu to break down the key themes and takeaways from The Financial Brand Forum conference. Tune in as they discuss where banks and credit unions are focusing their attention heading into 2023 and how they can outpace their competitors with a memorable customer and member experience.

Returning from the biggest conference on digital strategies for the banking industry, James White, industry principal for banks and credit unions at Total Expert, joins Joe Welu to break down the key themes and takeaways from The Financial Brand Forum conference. Tune in as they discuss where banks and credit unions are focusing their attention heading into 2023 and how they can outpace their competitors with a memorable customer and member experience.

Today we dive in and I talk about my experience at the Financial Brand Forum.Which took place at the Aria in Las Vegas.It was a very well-put-together show with motivational speakers and comedians And they covered a variety of topics which were centered around banking and money! There was an exhibit hall, speakers, breakout sessions, demo rooms, and more! The main themes of the show were - digitizing banking, smoother onboarding, chatbots for websites, CRM, Data companies, using Artificial Intelligence to get more out of your customers, kiosks. As a provider of FinTech - at Nationwide Payment Systems we were there with our partner Go Daddy to show off our new website that allows business owners who need to accept credit cards to answer 10 questions and get approved on our platform in 5 minutes or less! We have removed all the friction of getting a merchant account and this is a perfect fintech product for Credit Unions, Community Banks, and Banks to use to better serve their customers. So we discussed that and all the different products that I saw at the show. Carpe Diem - Peace Out

Happy Friday everyone! Today we dive into Payment Trends, News and more. We talked about banking and the Financial Brand Forum. I was in Vegas for the conference this past week. It was very eye opening and learned a lot about banks, credit unions and more.

This 'case story' episode is sure to get your marketing creative juices flowing with great ideas about how you can leverage internal marketing in your marketing strategy.Umpqua Bank is an iconic brand that has a rich 'case story' of how it engages and empowers its employees to be powerful advocates of the brand. A crucial part of understanding internal marketing is knowing about all of the great company brands that are doing it well. We'll be 'flipping the marketing conversation' from external to internal with Lani Hayward, who is a brand and organizational consultant and a former EVP of Creative Strategies at Umpqua Bank. In this episode, she provides some great examples of how Umpqua did internal marketing in a way that was uniquely their own.  Lani is also the founder of WOVEN consulting, and can be contacted via the company website, www.woven-consulting.comADDITIONAL RESOURCES:To view Lani's keynote presentation (that was mentioned in the episode), from the Financial Brand Forum, simply search for "Forum 2014 Keynote Presentation – The Umpqua Bank Strategy" on YouTube.I invite you to join the Internal Marketing Podcast tribe by subscribing, listening, reviewing and (most importantly) sharing this awesome content with your fellow marketing or leadership colleagues.Thank you for listening.Kerry-Ann 

In 2014, BankMobile was launched as a division of Customers Bank. As opposed to relying only on organic growth, BankMobile quickly grew with a B2B2C strategy, acquiring college student checking platform HigherOne. They also used a white-label strategy with telecom disruptor Sprint Mobile. Recently, BankMobile was re-positioned as part of a separate technology platform available to smaller banking organizations hoping to jump-start their digital banking offerings. The digital bank also announced a partnership with Google to offer their account within the GooglePay app. We are very fortunate to have Jay and Luvleen Sidhu, co-founders of BankMobile on the show. This highly innovative father/daugher combo have been covered by, and contributed to, The Financial Brand and the Financial Brand Forum through the years. They discuss the recent moves by BankMobile and the underlying strategy that has made this evolutionary digital bank a success.

Today's episode is a brand new keynote I did at the 2019 Financial Brand Forum in Vegas on April 15th. I was really on my game for this hour and talked a lot about putting the past on a pedestal, how technological advances are making brand more important than ever, speed and more. If you want a chance to intro a podcast episode leave a video review on twitter and tag me @garyvee ;) Timestamps: 16:00 - The problem with putting the past on a pedestal   23:00 - the only thing we are left with is brand   33:30 - why do we live completely different lives than our business practices   41:15 - who here has clicked a banner ad?   54:09 - all we care about is speed *Originally published to The GaryVee Audio Experience on July 5, 2019

Today's episode is a brand new keynote I did at the 2019 Financial Brand Forum in Vegas on April 15th. I was really on my game for this hour and talked a lot about putting the past on a pedestal, how technological advances are making brand more important than ever, speed and more. If you want a chance to intro a podcast episode leave a video review on twitter and tag me @garyvee ;) Timestamps: 16:00 - The problem with putting the past on a pedestal   23:00 - the only thing we are left with is brand   33:30 - why do we live completely different lives than our business practices   41:15 - who here has clicked a banner ad?   54:09 - all we care about is speed

Josh and John are in Las Vegas, but that doesn’t mean they’re shirking their podcast duties. They sat down with Jane Barratt and Brett Allred of the bank data aggregation and artificial intelligence firm MX while attending the Financial Brand Forum. Listen up as they discuss how MX uses AI (assisted intelligence) to empower their […] The post Episode 78 | From Financial Brand with MX appeared first on Marketing Money Podcast.

Josh and John are in Las Vegas, but that doesn’t mean they’re shirking their podcast duties. They sat down with Jane Barratt and Brett Allred of the bank data aggregation and artificial intelligence firm MX while attending the Financial Brand Forum. Listen up as they discuss how MX uses AI (assisted intelligence) to empower their […] The post Episode 78 | From Financial Brand with MX appeared first on Marketing Money Podcast.

Prepare to have your mind blown as we enter the realm of neuromarketing with the brillant Nancy Harhut, Chief Creative Officer of Nancy Harhut & Associates! Unlock how behavioral science makes marketing more effective, the benefits of being cognitively fluent in copy, the force behind social proofs, and the myths that get crushed to the bone!   Takeaways 95% of decision making happens subconsciously! Avoid the terrible twos: too much information & too many calls to action Cognitive fluency in copy = more white space, shorter paragraphs, no jargon Use “because” in copy; it's a proven compliance trigger Utilize availability bias before asking a prospect to buy; ask them to recall or imagine a time your product/service would've helped them How to make testimonials more effective: Start the story with skepticism since buyers are skeptic towards marketers Use a testimonial in which the giver's situation is relevant to the buyer's Links Twitter: @nharhut LinkedIn: https://www.linkedin.com/in/nancy-harhut-689574/ Marketing Nation Summit: https://events.marketo.com/summit/2018/home/ Content Marketing Conference: https://www.contentmarketingconference.com/ Financial Brand Forum: http://forum2017.com/10-survival-strategies/ Digital Growth Unleashed: https://digitalgrowthunleashed.co.uk/ B2B Marketing Forum: http://mpb2b.marketingprofs.com/