American regional bank headquartered in Cleveland, Ohio
POPULARITY
Gene breaks down the pressure that Joe Brady is under at the start of his head coaching tenure. Plus, the Mafia Babes will host a charity event on Sunday in Webster to benefit Ray Davis' foundation and Syracuse basketball chose Buffalo over Rochester.
AI is forcing every customer experience leader to choose: chase efficiency at any cost, or scale service without losing the human heart. Jeannie Walters sits down with Vincent Davis, Chief Customer Officer and SVP of Customer Experience at PG&E, to unpack what it takes to build empathy, accountability, and trust in a world where automation is everywhere and customer patience is thin.We dig into Chewy's approach to empathy at scale, and why values beat hype in an AI strategy. Customers don't feel your intentions, they feel the experience, especially during outages, service interruptions, and billing issues. We look at crisis readiness through United Airlines' handling of irregular operations, then dig into PG&E's work across digital channels, contact centers, billing, and insights. Vincent explains how an IVR named Peggy boosts containment and satisfaction while freeing agents for higher-impact work. We also cover customer obsession, employee experience, process simplification, and why customers measure every brand against the best they've had, from Amazon to Uber.If you care about customer experience strategy, AI in the contact center, proactive communication, and building trust when things go wrong, subscribe, share this with a CX leader, and leave a review with your biggest question about empathy and automation.About Vincent DavisWith more than two decades of experience in the energy industry, Vincent Davis leads with the conviction that customer experience is not one department's job, but a standard for the entire company.As Chief Customer Officer at PG&E (https://www.pge.com/), one of the largest customer experience organizations in the utility industry, he leads a team of roughly 2,000 coworkers, overseeing more than $22 billion in annual revenue and a portfolio of programs and products spanning everything from smart meters and billing to digital channels and customer service.Davis is the driving force behind Customer at the Heart, PG&E's award-winning initiative that has changed how the company approaches customer experience, with the mantra that the company will build trust by delivering a 10 out of 10 experience in every interaction. He believes customer trust is earned by being present in the communities PG&E serves and ensuring customer voices are reflected in business decisions. Davis's path to this role has taken him through nearly every part of the customer function, from leading PG&E's Energy Efficiency Programs group to directing a $1 billion demand-side management portfolio and spearheading an $850 million Advanced Meter Replacement initiative.Earlier in his career at Duke Energy, he led the Envision Charlotte program, a public-private sustainability partnership recognized by the Clinton Global Initiative.He holds a Bachelor of Science in Accounting from the University of South Carolina and an MBA from Queens University of Charlotte. He has executive management certifications from Stanford and UNC Chapel Hill. In 2022, he received the Leadership Excellence Award in Energy at the Energy Inclusion Conference.Follow Vincent on LinkedIn: https://www.linkedin.com/in/vincent-davis-6436a01Articles Mentioned:- Chewy's CEO Is Chasing ‘Empathy at Scale' (Inc) -- https://www.inc.com/stephanie-mehta/chewys-ceo-is-chasing-empathy-at-scale/91358987- Amazon Connect Customer Brings Live Sync and the Agentic CX Designer to CCW – Here Is Why That Matters (CX Today) -- https://www.cxtoday.com/ai-automation-in-cx/amazon-connect-customer-brings-live-sync-and-the-agentic-cx-designer-to-ccw-here-is-why-that-matters/- KeyBank modernizes its digital experience with customer relationships front and center (CX Dive) -- https://www.customerexperiencedive.com/news/keybank-modernizes-digital-experience-customer-relationships/823575/Resources Mentioned:Order your copy of Experience Is Everything -- http://experienceiseverythingbook.comExperience Investigators Website -- https://experienceinvestigators.comEnjoyed the show? Subscribe, share with your team, and leave a quick review to help others find us. Leave your review at ratethispodcast.com/xact.Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie Walters, CCXP, CSP on LinkedIn!)
All Home Care Matters and our host, Lance A. Slatton were honored to welcome Chris Milone as guest to the show. About Chris Milone, Chief Marketing Officer, A Place for Mom: Chris Milone is Chief Marketing Officer at A Place for Mom, the leading platform guiding families through every stage of the aging journey. He brings 20+ years of experience in digital marketing, growth, and customer engagement across scaled consumer platforms and high-growth digital companies. At A Place for Mom, he leads marketing strategy with a focus on strengthening the brand, expanding caregiver reach, deepening partner relationships, and building a modern, data-driven marketing engine. Previously, Chris served as Chief Marketing Officer at Laurel Road, a digital banking brand of KeyBank, where he oversaw brand strategy, partnerships, business development, product marketing, and customer engagement. Before that, he was CMO at Best Egg and ShopRunner, and held senior digital marketing leadership roles at Barclays and HSBC, with a focus on digital transformation and data-driven marketing strategies. About A Place for Mom: A Place for Mom is the leading platform that guides families through every stage of the aging journey. We simplify the search for senior care by offering free, personalized support—and when families are ready, we refer them to partners from our network of over 15,000 senior living communities and home care agencies. Our mission is to guide caregivers and their loved ones to a confident place, so families can focus on what matters most: their love for each other. A Place for Mom: Where love finds its place.
Public monuments tell us what a community chooses to remember — and who it chooses to see. For generations, the Ohio Statehouse grounds have honored presidents, governors, astronauts, and statesmen — but not actual women. That will change this fall, when the new Ohio Women's Monument is unveiled on Capitol Square, becoming the first monument on the Statehouse grounds to depict real women and their role in shaping Ohio's history. Ahead of the unveiling, we explore the story behind this landmark project: the women it honors, the artist bringing it to life, the public-private partnership making it possible, and the larger question of who gets remembered in the civic spaces we all share. As Ohio and the nation mark America's 250th birthday, we ask what it means to finally place women's courage, leadership, and fight for equality at the center of Ohio's public memory. Featuring: Brenda Councill, Ohio Women's Monument Artist and Sculptor Stephanie Kunze, Chair of the Ohio Women's Monument Commission, Capitol Square Foundation Board Member, and Former State of Ohio Senator Charley Moses, Capitol Square Foundation Board Chair The moderator is Charlene Brown, Co-Host, WOSU Public Media's "Columbus Neighborhoods" TV Series. CMC President & CEO Sophia Fifner delivers closing remarks. This forum was sponsored by KeyBank. Our forum partner was the League of Women Voters of Metropolitan Columbus. The presenting sponsor of the CMC livestream was The Center for Human Kindness at the Columbus Foundation. CMC's livestream partner was The Columbus Dispatch. This forum was also supported by Downtown Columbus, Inc. and The National Veterans Memorial and Museum. CMC's theme music was composed by Jeffrey Ciampa. If you would like to dive more deeply into this topic, our friends at the Columbus Metropolitan Library suggest checking out "Buckeye Women: the History of Ohio's Daughters," by Stephanie Elise Booth, 2001. This forum was recorded before a live audience at The National Veterans Memorial and Museum in Columbus, Ohio on August 5, 2026.
Next time you're on your computer, look at the last five brand websites you visited. How many of them looked exactly like each other? Same stock photography, same font, same promise to “transform your business.” Marketing has a sameness problem, and most people in the industry have just accepted it. Laurie “Nez” Donato is not one of those people. After earning a BFA in Visual Communications from Auburn, she spent two decades in advertising, where she worked on brands from Nucor and KeyBank to Bojangles’ and GE. Then 2020 hit. Instead of riding out the pandemic at her then-current role, she and her creative partner Ruben Lopez co-founded nez&pez, a branding agency specializing in the most un-creative-sounding industry on earth: cybersecurity. Laurie, welcome to The BrandBuilders Podcast.
How can physicians maximize charitable giving while reducing their tax burden? In this episode of The White Coat Investor Podcast, Dr. Matt Moore joins us to discuss charitable trusts, recent changes affecting charitable giving, and advanced strategies physicians can use to give more efficiently. We cover the different types of charitable trusts, tax implications, when these strategies make sense, and important considerations for high-income professionals thinking about long-term wealth and legacy planning. For physicians who prioritize both philanthropy and tax efficiency, understanding charitable trusts can open up powerful planning opportunities. This episode is brought to you by KeyBank! For six years, White Coat member benefit partner, Laurel Road, has been part of KeyBank. As of March 16th, that partnership becomes even stronger as Laurel Road is now officially under the KeyBank brand. With the transition to KeyBank, the same tools and services you rely on now come with enhanced resources and support and the same great experience you trust. WCI members can continue to enjoy the benefits and financial resources as they always have, with even more support from KeyBank. To learn more and for terms and conditions, please visit https://www.whitecoatinvestor.com/keybank The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com TikTok: https://www.tiktok.com/@thewhitecoatinvestor Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
Full Show Broadcast. Gene has your hockey fill. Dennis Bernstein from The 4th Period & SiriusXM talks NHL & the Sabres ahead of the NHL Draft Friday in Buffalo. Alex Tuch or Bo Byram? The Ottawa Senators traded Brady Tkachuk to The Florida Panthers. Gene reflects on throwing gass at the Red Wings game Friday. Why is there a ribbon cutting ceremony at New Highmark Stadium Tuesday? Timmy's Hot Take, Wyndham Clark, Winter Olympic news and the great Ernie Clement.
Should investors stick with traditional index funds, or does factor investing deserve a place in a portfolio? In this episode of the White Coat Investor Podcast, we interview Jeromey Thornton from Avantis about the firm's origins, investment philosophy, and approach to factor investing. We discuss portfolio tilts, the evidence behind factor premiums, how investors should think about choosing funds, and what makes Avantis different from DFA. Whether you're a dedicated index fund investor or considering factor tilts for the first time, this episode explores the tradeoffs, potential benefits, and practical considerations involved. This episode is brought to you by KeyBank! For six years, White Coat member benefit partner, Laurel Road, has been part of KeyBank. As of March 16th, that partnership becomes even stronger as Laurel Road is now officially under the KeyBank brand. With the transition to KeyBank, the same tools and services you rely on now come with enhanced resources and support and the same great experience you trust. WCI members can continue to enjoy the benefits and financial resources as they always have, with even more support from KeyBank. To learn more and for terms and conditions, please visit https://www.whitecoatinvestor.com/keybank The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com TikTok: https://www.tiktok.com/@thewhitecoatinvestor Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
The Key - Bank RobberyBecome a supporter of this podcast: https://www.spreaker.com/podcast/harold-s-old-time-radio--4206392/support.
AMARE x RED Event Interviews: Episode 4In this episode, we're joined by the team from KeyBank to discuss the importance of financial literacy, building strong community relationships, and the resources available to help individuals and businesses achieve their goals.From personal banking and financial planning to supporting local entrepreneurs and organizations, this conversation highlights how financial institutions can play a meaningful role in helping communities grow and thrive.Tune in as we talk about money, mindset, opportunity, and the power of investing in your future.-----------------------------------------------------Subscribe to the podcast now: https://www.youtube.com/@michellebaroneredpodcast Check out RED on Instagram: https://www.instagram.com/michellebaronered?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw== Follow Michelle Barone Instagram: https://www.instagram.com/michellebaroneonline/ Tiktok: https://www.tiktok.com/@michellebarone?is_from_webapp=1&sender_device=pc Follow Ashleigh McPhersonInstagram: https://www.instagram.com/ashhmcpherson/ Tiktok: https://www.tiktok.com/@ashhmcpherson?is_from_webapp=1&sender_device=pc YouTube: https://www.youtube.com/@Ashmcpherson Check out RED for more: https://michellebaroneonline.com/
What does building wealth look like as a physician practicing in a smaller community? In this Milestones to Millionaire episode, we chat with a doctor who reached $1 million in investments and the financial decisions that helped make it possible. We also explore the benefits and tradeoffs of practicing in a small town, along with practical advice for physicians considering that career path. This episode highlights how location, lifestyle, and long-term consistency can shape financial outcomes over time. This episode is brought to you by KeyBank! For six years, White Coat member benefit partner, Laurel Road, has been part of KeyBank. As of March 16th, that partnership becomes even stronger as Laurel Road is now officially under the KeyBank brand. With the transition to KeyBank, the same tools and services you rely on now come with enhanced resources and support and the same great experience you trust. WCI members can continue to enjoy the benefits and financial resources as they always have, with even more support from KeyBank. To learn more and for terms and conditions, please visit https://www.whitecoatinvestor.com/keybank Celebrating your stories of success along the journey to financial freedom! Tune in every Monday to the Milestones to Millionaire Podcast, where we celebrate the financial achievements of our listeners and share practical tips for reaching your own milestones. We want to celebrate your milestones—no matter how big or small—and help inspire others to follow your lead. Every week, these episodes feature one listener who has recently achieved a milestone they are proud of and want to celebrate, and they give any advice they have for those who want to follow their example. Make sure to listen every Monday to be inspired by your fellow white coat investors. Celebrate YOUR Milestone on the Milestones to Millionaire Podcast: https://whitecoatinvestor.com/milestones Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com TikTok: https://www.tiktok.com/@thewhitecoatinvestor Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
Student loans are changing fast, and the rules are getting harder to follow. What if the biggest risk is not your balance, but the path you choose to manage it? In this episode, Iván Watanabe and Evan Wohl interview Geoffrey Urquhart, CEO of Sharp Notions and Founder of RefiDesk, about how borrowers can adapt to evolving student loan policies. He explains recent federal changes, new borrowing caps, and how repayment options are shifting toward income-based plans. Geoffrey also shares how to evaluate forgiveness versus refinancing, common mistakes borrowers make, and why planning earlier, even during school, can significantly impact long-term outcomes. Key takeaways: How new federal borrowing caps affect professional and graduate students and shift funding strategies earlier Why choosing between forgiveness and refinancing depends on income stability and long-term planning goals Common borrower mistakes, including wrong repayment plans and poor timing when refinancing loans How residency and early career stages offer critical opportunities to optimize loan strategies How RefiDesk simplifies decision-making by comparing repayment and refinancing options efficiently And more! Connect with Iván Watanabe: Opus Private Client, LLC iwatanabe@opus-pc.com LinkedIn: Iván Watanabe YouTube: OPUS Private Client, LLC Connect with Evan Wohl: Opus Private Client, LLC ewohl@opus-pc.com LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Geoffrey Urquhart Website: Sharp Notions Website: RefiDesk About Our Guest: Geoff Urquhart is the CEO of G Sharp Inc. and the founder of RefiDesk, a platform that helps financial advisors and their clients make smarter decisions regarding student loans. He previously co-founded GradFin, a student loan platform that worked with thousands of borrowers and advisors before being acquired by KeyBank. Geoff has spent over a decade focused on simplifying complex student loan decisions—helping borrowers navigate forgiveness programs, repayment strategies, and refinancing options. His work today centers on making that expertise more accessible through technology so advisors and clients can get clear, actionable answers without needing to become experts themselves.
Gene kicks off hour 2 with shots & gossip talk(Gene's favorite). Bottom of the hour, its "Fairburn Friday." Matthew Fairburn from The Athletic stops in to gets you all set for Buffalo-Montreal game 2 from Keybank center. As always, Last Call is for you.
WBEN's Tom Puckett talks with Tom "Conehead" Girot on beer sales at KeyBank Center full 63 Fri, 08 May 2026 08:27:00 +0000 v9xneHuBfNkEWn7qHz13HBawgXgI4Cv0 news & politics,news WBEN Extras news & politics,news WBEN's Tom Puckett talks with Tom "Conehead" Girot on beer sales at KeyBank Center Archive of various reports and news events 2024 © 2021 Audacy, Inc. News & Politics News False https://pl
In this episode of the White Coat Investor Podcast we explore how physicians and other high-income professionals can approach charitable giving in a more intentional and effective way. We discuss reaching financial independence early, developing a philosophy of giving, and how to maximize the impact of donations over time. Topics include the logistics of giving, tax considerations, and the tradeoffs between giving now versus later. We also cover giving outside of traditional charities, current trends in charitable giving, and how generosity can fit into a broader financial plan. This episode focuses on thoughtful decision-making, aligning giving with values, and making a meaningful impact. Learn more about Yield & Spread: https://YieldandSpread.org This episode is brought to you by KeyBank! For six years, White Coat member benefit partner, Laurel Road, has been part of KeyBank. As of March 16th, that partnership becomes even stronger as Laurel Road is now officially under the KeyBank brand. With the transition to KeyBank, the same tools and services you rely on now come with enhanced resources and support and the same great experience you trust. WCI members can continue to enjoy the benefits and financial resources as they always have, with even more support from KeyBank. To learn more and for terms and conditions, please visit https://www.whitecoatinvestor.com/keybank The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com TikTok: https://www.tiktok.com/@thewhitecoatinvestor Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
Patricia Montesi didn't start her career in payments, she started it in car rental. After nine years at Alamo and National Rent-A-Car, she was recruited into fintech with zero industry experience. That outsider perspective became her edge, and she never let go of it. Today, she's the CEO and co-founder of Qolo, a payments infrastructure platform that combines card issuing, money movement, and a bank-grade ledger on a single API-first stack.What We CoveredHow nine years in car rental shaped Patricia's outsider approach to paymentsGetting recruited into Wild Card Systems with no payments background, and why that fresh lens became an advantageThe fragmentation problem at the heart of payments infrastructure and why point products create hidden complexityQolo's three-product suite: Quantum Ledger, Qascade money movement, and Qinetic card issuingWhy Qolo isn't quite a side core, it overlays and integrates with existing bank cores rather than running in parallelRail agnosticism and why Qolo still supports checks in 2026The dual go-to-market: commercial banks and B2B fintechs, same platform, different vernacularHow the Synapse collapse changed the ledger conversation for banks and fintechs alikeWinning KeyBank in a competitive RFP against much larger players, and launching virtual account management in nine monthsHow banks are using Qolo to protect commercial deposits from modern non-bank competitorsAI inside Qolo: from Glean to Claude, and their internal "Turning Hours into Minutes" program130% year-over-year growth and 142% net revenue retentionKey TakeawaysThe moat problem: Patricia set out to build a company where customers stay because of the value delivered, not because switching is too painful. That philosophy shaped every product decision at Qolo.Ledger first: Most point-product fintechs have basic ledgers that only support one rail. Qolo's bank-grade dual-entry forward-posting ledger underpins every rail, making reconciliation and real-time money visibility a solved problem rather than a vendor management challenge.Synapse's legacy: The debacle forced banks and fintechs alike to ask harder questions about who actually owns the ledger and where money sits at any given moment. Qolo had been making that argument for years before the market was ready to hear it.Bank as distribution: KeyBank and Huntington aren't just clients — they're strategic investors using Qolo to defend their commercial deposit base against modern non-bank alternatives.About Patricia MontesiPatricia Montesi is CEO and co-founder of Qolo, a payments infrastructure company she built from the ground up after more than 20 years in the industry. She started her career at Alamo and National Rent-A-Car before being recruited into fintech with zero payments background — an outsider perspective she has held onto ever since. At Qolo, she and her team built the ledger, money movement, and card issuing stack as first-party infrastructure, without relying on third-party processors underneath.Connect with Fintech One-on-One:Tweet me @PeterRentonConnect with me on LinkedInFind previous Fintech One-on-One episodes
It's the money roadmap you need now to help you build long-term financial security. We're sharing five money moves you can make today, what you need to know before switching career paths, and the one student loan deadline that you can't afford to miss. For more information, show notes and transcripts visit https://www.ada.org/podcast Featured Guests: Joseph McGrath Dani Buschick Dr. Michael Jerkins Show Notes In this episode, we explore practical ways to take control of your finances and plan for long-term financial security. We're talking about student loans, what to know when switching careers, and the five money moves you can make right now. To help explain what everyone needs to know about student loans, we asked our friend Joseph McGrath from KeyBank to walk us through new details, dates, and updates. Mr. McGrath shares that big student loan changes are coming, and that July 1, 2026, is the key date to know. He explains that some programs are being phased out, and that federal repayment options may narrow significantly. Big changes are underway for income-driven repayment as well, impacting both dentists and residents. With new federal loan caps and fewer repayment options, Mr. McGrath underscores the importance of borrowers understanding their loan structure, exploring available options, and seeking professional guidance to navigate the changes. Dani Buschick, financial wellness coach, and host of the podcast Life. Money. You. joins us to break down the five numbers every dentist should know to take control of their financial well-being. Ms. Buschick offers actionable tips and an easy-to-follow framework for creating spending plans, automating savings, and building lasting financial stability. Small actions can create big impact. Ms. Buschick emphasizes the importance of understanding your debt, building an emergency fund, protecting your credit, automating savings, and using available resources available, like free financial coaching, to create sustainable habits and personalized financial plans. Our next guest, Dr. Michael Jerkins, joins us to talk about how to navigate career transitions. Dr. Jerkins is the President and Co-founder of Panacea Financial and is also a practicing physician in Little Rock, AR. Dr. Jerkins explores the transition between employee and practice owner roles and highlights the financial and personal considerations involved in these career shifts. To prepare for these career transitions, Dr. Jerkins emphasizes the importance of building a trusted advisory team, assessing your financial readiness, and developing a clear plan. Resources Read an ADA News story about how the One Big Beautiful Bill impacts student loans. Learn more about ADA Member Advantage partner KeyBank. ADA Credit Union is tailored for ADA member dentists, their teams and everyone's extended families — offering exclusive financial products and personalized coaching that support your goals through every life stage. Visit ADACU.org to learn more. Banking Built for Dentists. Not Shareholders. At ADA Credit Union, your money works for you—because you own it. If you're part of the dental profession, your financial institution should be too. Join ADA Credit Union. Member‑owned. Dentist‑focused. Built for your future. At the Credit Union, financial well-being comes first. Life. Money. You.® (LMY) is ADA Credit Union's holistic financial well-being program, designed to help you achieve financial success through digital tools, one-on-one coaching, and practical resources. Check out the latest episode of the Life. Money. You. Podcast. Read more about Panacea Financial and the savings for ADA members. Keep learning! Watch another episode on smart finances for dentists. Not an ADA member yet? Join the ADA to get access to these resources and more. Visit ADA.org/join to get started. Connect with us through ADA on social media! Follow us on Facebook, Instagram, LinkedIn, and TikTok. Disclosures This podcast is produced for information purposes only and is not an offer or solicitation of any product. KeyBank and its affiliates are not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. The information contained in this recording may not be current, and KeyBank has no obligation to provide any updates or changes. Neither KeyBank nor any of its affiliates makes any representation or warranty, of any kind, as to the accuracy or completeness of the information in this podcast and expressly disclaims any and all liabilities around such. Key.com/ADA IMPORTANT INFORMATION: Please note that if you refinance qualifying federal student loans, you will no longer be eligible for certain federal benefits or programs and waive your right to future benefits or programs offered on those loans, which may include, but are not limited to, Public Service Loan Forgiveness, Income-Driven Repayment plans, forbearance, or certain forgiveness options granted to Parent Plus borrowers. Please carefully consider your options when refinancing federal student loans and consult http://www.studentaid.gov for the most current information.
Jeremy White and Owen Parker discuss the upcoming playoff matchup between the Buffalo Sabres and the Montreal Canadiens, specifically addressing fears of a Montreal fan takeover at KeyBank Center. They evaluate high ticket prices and how the Sabres home crowd has evolved since the 1998 series. The conversation also highlights the challenge of facing Montreal's top line and goalie Jakub Dobeš. 01:08 - Sabres-Habs Series Preview 02:42 - Arena Takeover Fears 09:24 - Memories of 1998 16:50 - Matchup Style Analysis 24:34 - Montreal Roster Breakdown
The second of three episodes recorded at Google Cloud NEXT, Las Vegas in partnership with Kyndryl where we explore how enterprises are moving from AI experimentation to real, scaled impact, across infrastructure, applications, customer experience and workforce transformation. Host Russell Goldsmith was joined by: 1/ Anshu Kak, Global Vice President Google Cloud, Kyndryl 2/ Rajiv Batra, Director, Head of GSI Partnerships, Google 3/ Kieren Johnson, Head of IT, Ocado Retail 4/ Kimberly Agin, Head of Business Performance and Enablement, KeyBank 5/ Mauro Flores, EVP of Data Democratisation, Virgin Media O2 6/ Ryan Henry, Director, Infrastructure and Support, Randstad US Anshu Kak, Global Vice President, Google Cloud at Kyndryl, and Rajiv Batra, Director & Head of GSI Partnerships at Google, open the episode with a deep dive into the shift from “trying AI” to building agentic operating systems. They explain how Google and Kyndryl's joint plays, innovate, modernise, secure, help enterprises adopt agentic AI frameworks, modernise VMware and mainframe estates, and navigate sovereignty with Google Distributed Cloud. Kieren Johnson, Head of IT at Ocado Retail, reflects on his panel about hyper‑personalised CX. He shares why personalisation at scale requires sensitivity to human behaviour, including the unexpected discovery that drivers preferred speaking to human advisors over voice bots. Kimberly Agin, Head of Business Performance & Enablement at KeyBank, discusses how the bank has built the foundations for agentic CX in the contact centre. She outlines how human and non‑human agents work in tandem, how KeyBank uses data to contain 70% of digital queries, and why natural‑language routing is transforming the IVR experience. Mauro Flores, EVP of Data Democratisation at Virgin Media O2, explains how the organisation is using AI to unlock value from its vast data estate, accelerate decision‑making and empower teams with self‑serve insights. Ryan Henry, Director of Infrastructure & Support at Randstad US, brings a workforce‑technology perspective, sharing how agentic AI is reshaping talent operations, support models and employee experience. A rich, fast‑moving episode capturing how global enterprises are modernising infrastructure, rethinking customer engagement, and preparing their people and platforms for the agentic AI era.
Full Show Broadcast features Ryan Talbot tackling the Bills draft class & whats next? It's a Fairburn Friday as Matthew Fairburn from The Athletic stops in to preview game 6 for Sabres & Bruins. Plus we have Timmy's bad take. Gene has shots & sports headlines. A special Last Call for you & so much more.
In this one, the guys make their predictions for the Western Conference playoff matchups, and HArper talks about his experience at GAME 1 at Keybank in Buffalo. Go to iplayhockey.ca for all things hockeyYour next chapter starts today. Get 10% off your first month of BetterHelp online therapy: https://betterhelp.com/boysinthebooth. (In paid partnership with BetterHelp)Download your new favourite sports book using our link: https://signupexpert.com/boysintheboothUse code BOYSINTHEBOOTH for $20 off your first SeatGeek purchaseALL LINKS: https://linktr.ee/boysinthebooth
The atmosphere in the Key Bank Center full 1220 Thu, 16 Apr 2026 22:30:40 +0000 qOoay3izoRd7fMbt3O8bqfu19HSDByeO sports Schopp and Bulldog sports The atmosphere in the Key Bank Center Sports talk should be entertaining and informative, which is why Schopp and the Bulldog control the WGR 550 airwaves every weekday from 3-7 p.m. Chris "The Bulldog" Parker bleeds Buffalo and is as passionate about the Sabres and Bills as any listener to our radio station. Mike Schopp keeps the callers in line while dishing out his unique perspective and opinions, and creating on-air fantasy drafts of anything from favorite candy and meats, to actors, presidents and bands. Bills reporter Sal Capaccio appears daily on the show covering every move the team makes like nobody else!The top-notch weekly guests include:Mondays (DURING FOOTBALL SEASON) at 4 p.m. - Buffalo Bill, Eric WoodSabres general manager Kevyn Adams (DURING HOCKEY SEASON) - 5:30 p.m.Thursdays at 5:30 p.m. - Sports betting media specialist Evan Abrams from The Action NetworkTogether for 10 years, Schopp and the Bulldog are the No. 1 most listened to talk show in all of Western New York.On Demand Audio is presented by Northwest Bank. For What's Next. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%
WBEN's Tom Puckett on the Sabres Wagon outside KeyBank Center full 54 Fri, 10 Apr 2026 07:56:00 +0000 dxfbLViEw9VWwfo4fVIgDtJ6EzVEiECu news & politics,news WBEN Extras news & politics,news WBEN's Tom Puckett on the Sabres Wagon outside KeyBank Center Archive of various reports and news events 2024 © 2021 Audacy, Inc. News & Politics News False https://player.amperwavepodcast
It's no secret that Ohio is a fierce—and successful—economic competitor. But the state now faces pressing questions about its ability to remain competitive in a rapidly changing national and global landscape. With slowing population growth, workforce shortages, trade and tariff uncertainty, and the added strain of constricted international immigration, Ohio's economic trajectory is at a crossroads. We'll unpack the powerful forces shaping the state's economic future—from talent pipelines and demographic shifts to infrastructure demands and the race to secure high‑growth industries—as we take on a trillion‑dollar question: can Ohio stay ahead of the economic pack? Featuring: J.P. Nauseef, President and CEO, JobsOhio Steve Stivers, President and CEO, The Ohio Chamber of Commerce Your host is Angela An, News Anchor and "Boomtown" Series Host, WBNS 10TV. The presenting sponsor of this forum was Huntington Bank. This forum was also sponsored by JPMorganChase, KeyBank, Public Sector Consulting, and Roetzel & Andress. The presenting sponsor of the CMC livestream is The Center for Human Kindness at the Columbus Foundation. CMC's livestream partner is The Columbus Dispatch. This forum is also supported by Downtown Columbus, Inc. and The National Veterans Memorial and Museum. If you would like to keep exploring this week's forum topic, our partners at The Columbus Metropolitan Library recommend reading "Abundance" by Ezra Klein (2025).
Blake Morgan was called "The Queen of CX" by Meta. She is a customer experience futurist and author of three books on customer experience. Follow Blake Morgan on LinkedIn For regular updates on customer experience, sign up for her weekly newsletter here. Learn more at www.blakemichellemorgan.com
Afzal M. Tarar, Chairman and Managing Partner of Quartus Capital Partners, joins us to share his extraordinary journey from studying AI at Tsinghua University in the 1980s to becoming a pioneer in AI-focused growth equity investing.We dive into Quartus's unique six-layer AI investment framework that separnfrastructure plays from vertical AI solutions in healthcare, logistics, and beyond. Afzal discusses why companies with $5M+ in revenue and defensible technology stacks are the sweet spot, what he learned from deploying Fund I across nine investments, and how 14 years living in China shaped his crossborder investing lens.We also explore the potential bubble dynamics in AI infrastructure, the most compelling opportunities in healthcare AI, and his hard-won lesson on building with people you know and trust.Afzal M. Tarar is the Chairman and Managing Partner of Quartus Capital Partners, an AI and technology growth equity firm based in New York with offices in Miami, Silicon Valley, and Asia. A former Head of AI at KeyBank (1991) and veteran of 25+ years in management consulting at firms including Deloitte, IBM, KPMG, and PwC, Afzal brings a rare crossborder lens shaped by studying AI at Tsinghua University in Beijing and 14 years of living and working in China.
A mid-market company with dozens of bank accounts shouldn't have to deploy a small army to figure out where its money is. But for most commercial banking clients, that's still the reality because the systems tracking it haven't kept up. Banks know this. Most of their commercial clients know this. The gap between what legacy infrastructure can deliver and what today's treasury teams actually need has been widening for years, and the banks that aren't solving it are starting to lose ground to those that are. KeyBank and Qolo are building a way out of that problem. Bennie Pennington, Head of Embedded Banking at KeyBank, and Patricia Montesi, CEO of Qolo, joined Tearsheet to talk about how they designed and launched a real-time virtual account management platform together — and what it's already proving in the market.
Innovation is no longer a niche topic, it is a public priority with implications for economic mobility, workforce development, public trust, and regional identity. The latest in tech innovation is Artificial Intelligence (AI), which his now widely embedded in industries from workforce recruitment and healthcare to business operations and design.rnrnGreater Cleveland is also entering a defining moment in its economic evolution. Our region is home to some of the nation's (and world's) most influential enterprises-organizations that are modernizing at scale, adopting AI and data-driven strategies, and reshaping how people live, work, bank, manufacture, and receive care. At the center of this transformation are women leading technology and innovation across our largest institutions.rnrnPanelists: Elise Bockman, VP, Enterprise Data and Insights, Sherwin-Williams; Amy G. Brady, Chief Information Officer, KeyBank; Amy Merlino, MD, VP - Chief Health Information Officer, Cleveland Clinic; Katrina Redmond, Executive Vice President and Chief Information Officer; EatonrnModerated by Felicia Johnson, Executive Technology Leader, AI Adoption, Business Value & Digital Transformation
Sal is LIVE from KeyBank center at practice ahead of the NCAA basketball tournament.
Hour 1 in full
In this episode, Judge Gunn is joined by attorneys Nick Miller and Mark Iammartino to discuss the unwinding of one of the largest check-kiting schemes in modern history. Najeeb Khan operated a successful payroll processing company in Indiana in the early 2000s. At some point around 2011, Khan began embezzling funds from his payroll processing company and using an elaborate check-kiting scheme to cover up the missing funds. Between 2011 and 2019, Khan embezzled an estimated $73 million from the scheme, which he used to purchase one of the largest classic car collections in the country (consisting of more than 250 cars including at least one that could also be used as a boat), several airplanes, and multiple luxury residences in Michigan, Florida, and Arizona. The scheme came crashing down in 2019, when Khan abruptly halted the musical chairs of worthless checks he was circulating, leaving Key Bank holding the bag for over $140 million in losses based on funds Khan had wired out of a Key Bank account based on provisional account credits issued against ultimately worthless checks. Mark Iammartino, the Chapter 7 trustee in one of the fifteen (15) bankruptcy cases that resulted from the scheme collapsing, discusses the venue fight that arose when the payroll processing company (and several related entities) filed bankruptcy in Michigan while Khan and a handful of affiliated management companies filed bankruptcy cases in Indiana shortly thereafter, the unusual steps taken to liquidation Khan's massive classic car collection during the COVID-19 pandemic (which resulted in auction proceeds of over $40 million), and the other steps taken by the trustees and committees to marshal assets and attempt to compensate victims of Khan's scheme. Khan later pled guilty to bank fraud and attempted tax evasion in a federal criminal case, and was sentenced to just over eight years in prison, and was ordered to pay $148 million in restitution and nearly $10 million in back taxes.
Sabres fans and other visitors on what Downtown Buffalo has to offer around KeyBank Center full 578 Wed, 11 Mar 2026 08:30:00 +0000 vJWljIfwKu0P5BbnWxk0m3WZICtZnUQg buffalo,news,keybank center,wben,cobblestone district,downtown buffalo WBEN Extras buffalo,news,keybank center,wben,cobblestone district,downtown buffalo Sabres fans and other visitors on what Downtown Buffalo has to offer around KeyBank Center Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False ht
6:00 - Jeremy and Joe break down the Sabres' return to Keybank following the Olympic break.
8:00 - Lindy Ruff joins Jeremy and Joe on the Sabres return to KeyBank and how they have been playing out of the break.
Hour 1 in full
12pm - Brian Duff and Marty Biron are joined by Sabres COO Jake Vernon on changes at KeyBank after the Olympic Break
Can a tethered drone flying 400 feet in the air really replace traditional wind turbines?Marissa Brydle, Sustainability Director at KeyBank, did not study sustainability in school. After 13 years at sustainability consultancy Brown Flynn and a stint at steel producer Cleveland Cliffs, she landed at one of America's oldest banks. KeyBank remains the #2 renewables financier and #2 affordable housing financier in the U.S., deploying $20 billion toward their $38 billion sustainable finance goal. "It doesn't make good business sense to not do these things," Marissa explains. How does a 200-year-old institution navigate political headwinds while maintaining unwavering climate commitments? And what's next for engaging 17,000 employees across 15 states?Marissa Brydle is Sustainability Director at KeyBank, where she leads climate strategy, disclosure, and sustainable finance initiatives for the 200-year-old institution. She began her career at sustainability consultancy Brown Flynn, spending 13 years building expertise across industries before moving to Cleveland Cliffs, a major North American steel producer. There, she discovered steel's critical role in the low-carbon transition. At KeyBank, Marissa oversees the bank's $38 billion sustainable finance commitment, carbon neutrality goals, and climate risk management. She's passionate about engaging KeyBank's 17,000 employees across 15 states to integrate sustainability into daily operations and decision-making.In This Episode: (00:00) Marissa's unconventional path from communications to sustainability consulting(07:30) Transitioning from Cleveland Cliffs steel to KeyBank sustainability role (13:40) KeyBank's 200-year history and resilience through market shifts (15:41) Sustainable finance commitments despite political headwinds and climate disclosure (23:28) Employee engagement and walking the talk on sustainabilityShare with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions!About the show: The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com.Resources:Marissa Brydle LinkedIn: https://www.linkedin.com/in/marissa-b-32560a16/KeyBank: https://www.key.com/personal/index.htmlAntenna GroupKeith Zakheim LinkedIn
John Cimperman on KeyBank Center full 955 Thu, 22 Jan 2026 22:54:53 +0000 nOi1ypZ99w623dmwcGS3SUZpYEGRjJKQ news WBEN Extras news John Cimperman on KeyBank Center Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False https://player.amperwavepodcasting.com?feed-link=https%3A%2F
It's our annual late-night-talk-show-meets-TV-Christmas-special! We're bringing you good news, community connection and a whole lot of holiday spirit...Recorded at the Greer Cabaret Theatre Lounge in Pittsburgh's Cultural District on Monday, December 8th, 2025.Our featured guests who are affecting positive change in our communities:*Kendra Whitlock Ingram - President, The Pittsburgh Cultural Trust*Tabitha Bowser - Executive Director, Run With Heart Foundation*Lateresa Blackwell - Women's Shelter Manager, Light of Life Rescue Mission*Bonnie DeMotte - Executive Director, Second Harvest*Tim Smith - CEO, Center of Life*Mike and Denise Munson - Founders, Emma Munson FoundationSpecial thanks to our generous sponsors: DICK'S Sporting Goods, KeyBank, Flour Power, The Baker Family, The Lawrenceville Corporation, and Punch Pgh.This episode is brought to you by Dick's Sporting Goods — your one-stop shop for holiday gifts that get everyone moving. From cozy winter gear to fan favorites for every Pittsburgh family — every holiday season starts at Dick's.—https://www.yinzaregood.com/FOLLOW US on social media!Instagram: @yinzaregood Facebook: @YinzAreGoodHave a story of generosity or kindness to share with us? Want a Kindness Crate dropped off at your business or school? Email us at yinzaregood@gmail.com.
10/28/2025 Full Show - Marty and Brian look at the Sabres last few games and preview tonight's matchup with Columbus and "Bills night" at Keybank center.
Lux Capital's Josh Wolfe talks with TITV Host Jessica Lessin about venture capital's future and the “poachapalooza” for AI talent. We also talk with The Information's Kaya Yurieff about Snap's risky AR glasses gamble and our reporter Stephanie Palazzolo about how OpenAI is relying on Google search data. Finally, we get into software earnings with KeyBank's Jackson Ader and The Information's Anita Ramaswamy.Articles discussed on this episode:• https://www.theinformation.com/articles/struggling-snap-considers-outside-funding-ar-glasses• https://www.theinformation.com/articles/openai-challenging-google-using-search-data• https://www.theinformation.com/articles/funny-math-behind-key-software-metric TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
From a chaotic game of beer croquet to a surprise connection at a dating show, this episode takes you on a rollercoaster ride through the speakers' action-packed social calendar. Join Campbell and Tiffany as they navigate the delicate balance of relationships, career milestones, and spontaneous adventures. Experience their hilarious encounter at a hibachi dinner, emotional response to "Freaky Friday," and thought-provoking discussion about modern dating culture at Buffalo's Electric City.The conversation weaves through personal revelations, including Campbell's two-year relationship journey and Tiffany's eight-year tenure at KeyBank, while touching on their shared passion for instructional design. Their authentic friendship shines through as they discuss everything from workout routines to their latest media obsessions, including "The Family Experiment" and "The Perfect Match."Ready for a dose of real talk, genuine laughter, and relatable life moments? Tune in to this episode that perfectly captures the beautiful chaos of adulting while maintaining friendships and finding joy in unexpected places.
Sabres renew arena deal with Key Bank full 1563 Wed, 30 Jul 2025 16:59:16 +0000 zU0gSd8toNrT6Jsx3jtbHH1CSUB5YU0U sports Sabres Live sports Sabres renew arena deal with Key Bank No radio station in the USA talks more hockey than WGR Sports Radio 550 and no radio station talks more Buffalo Sabres and NHL hockey better than us. Heard daily from 12PM-1PM on WGR and simulcast on MSG TV, Sabres Live goes deep into the corners everyday, breaking down the play and the players of every Sabres game. Plus, we take listeners around the NHL getting the inside scoop on all the top stories. 2024 © 2021 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%
The traditional banking model for small and medium-sized businesses has reached an inflection point. Before banking centered on straightforward product relationships, like loans, deposits, and basic services. However, banks are evolving recognizing that their SMB clients need operational partners who understand the unique challenges of running a business while wearing multiple hats. KeyBank has embraced this evolution, positioning itself as a consultative partner for its SMB customers. Mike Walters, President of Business Banking at KeyBank, describes the bank's approach as fundamentally client-centered. "We try to center the client in every decision we make," Walters explains. "Our clients in the small business space are unique. We use the term owner-operator at KeyBank and we use it very intentionally, because these business owners, they don't just own the business, they run the business." This distinction shapes everything about how KeyBank serves its business clients. The bank has moved beyond traditional banking silos to create integrated service ecosystems that address the full spectrum of business operations. Now the bank focuses on understanding how money flows through a client's business and identifying opportunities to create efficiencies. The approach represents a broader industry trend toward comprehensive business partnerships, where banks want to use their central role in SMB operations to become strategic advisors and enablers for everything from cash flow optimization to operational efficiency.
This week on The Audit Podcast, we're continuing our Retired CAE Summer Series with Kevin Ryan, former Chief Risk Review Officer and General Auditor at KeyBank, where he spent 38 years—15 of those in audit leadership. In this episode, Kevin reflects on the importance of relationships and shares how he was able to gain the ear of the CEO, something many auditors strive for. He also offers a personal story that would serve as a lesson in office politics, and answers the question: if his audit career were a book, what would the first and last chapters be about? Be sure to connect with Kevin on LinkedIn. Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 1:52 – How a Retired CAE Uses ChatGPT 5:33 – What You Can Learn From Relationships 10:40 – How to Gain the Year of the CEO 13:36 – What to Do if You Only Get 15 Minutes With the CEO 16:57 – Why Working With Other CAEs Matters 19:22 – A Lesson About Office Politics 21:28 – Opening Chapter of Your Career 24:22 – Final Chapter of Your Career 25:42 – Building your Self Awareness 27:55 – Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.
Summary In this episode of the Customer Experience Revolution podcast, host Dave Murray speaks with Victor Aranda from KeyBank about the transformative 'Moments Matter' initiative. They discuss the framework's three pillars, the impressive growth in Net Promoter Score (NPS), and the strategies implemented to sustain momentum and consistency in client and teammate experiences. Victor shares insights on the ambassador program, the importance of emotional connections with clients, and how the initiative has become a competitive advantage for KeyBank. The conversation emphasizes the ongoing commitment to improvement and the daily efforts required to maintain high standards in customer service. Takeaways Victor Aranda leads the 'Moments Matter' initiative at KeyBank. The initiative focuses on client and teammate experience. KeyBank's NPS score increased from 57 to 85 in four years. An ambassador program was created to empower leaders across the organization. Sustaining momentum is crucial for long-term success. Emotional connections with clients lead to increased loyalty. The initiative is embedded in onboarding and daily operations. Inconsistency in service is a major challenge to overcome. Continuous improvement is a core value at KeyBank. Celebrating small wins helps maintain motivation and focus. Chapters 00:00Introduction to Moments Matter 02:09Understanding the Moments Matter Framework 05:06Success Metrics and NPS Growth 09:41Implementation Strategies and Ambassador Program 17:35Sustaining Momentum and Consistency 26:10Creating a Competitive Advantage 30:31Emotional Connections and Client Experience 34:45The Daily Commitment to Improvement Links KeyBank Connect with Vistor Aranda Six Reasons Your CX Plummets When Your Business Skyrockets, and How to Fix It: https://thedijuliusgroup.com/download-reasons-your-customer-experience-plummets/ Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Interview Questions: https://thedijuliusgroup.com/resources/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership: https://thedijuliusgroup.com/membership/ Schedule a Complimentary Call with one of our advisors: tdg.click/claudia Secret Service Blog: https://thedijuliusgroup.com/secret-service-turns-20-and-the-dijulius-group-is-born-with-superior-customer-service-as-the-single-biggest-competitive-advantage/ Books Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.
In this episode, we sit down with Erin Ressa, business banking relationship manager at KeyBank and co-chair of Key4Women — a national initiative that supports women entrepreneurs with access to capital, mentorship, and community. Erin explains how banking — when done right — should feel like a relationship, not just a transaction. Our conversation dives into the real barriers women face when seeking funding: confidence, under-asking, and outdated perceptions. We talk about the value of honest, supportive partnerships — in business and in life. And programs like Key4Women that help bridge those gaps by combining education, advocacy, and support. Whether you’re dreaming up your first idea or scaling something you love, this episode is full of encouragement and real-world insight for women who want to grow — without going it alone. If you're new here, this is a place for everyone to laugh, learn, heal and build. Not alone. Not perfectly. But arm in arm, heart to heart. Because we were never meant to do this alone. We are always Better Together. Let's Connect! If this podcast feels like something you’ve been craving, hit subscribe, leave a review, and send it to a friend. The more voices we have in this village, the stronger we become. Email Us: bettertogether@richlandsource.com Erin’s email: erin_ressa@keybank.com Subscribe to Maddie’s Blog Listen to more of Sarah Goff's Music More about Key4Women The Small Business Administration National Association of Women Business Owners Support the show: https://richlandsource.com/membersSee omnystudio.com/listener for privacy information.
“And one year, Ariel [Detergent] was, like, you know that 95 % of the people in India still think laundry is a woman's job. And Ariel was just, like, gosh, that doesn't seem like it's, this was 2017 or ‘18 at the time, [and] they're like, that doesn't seem right. Like, it's, haven't we all moved past that? So they created a campaign they called ‘Share the Load.' And what they did is they went out there and they advocated a hashtag, #sharetheload with, for everybody in the family to help with the laundry. It shouldn't just be mom's job anymore. And of course, this kind of air cover for someone who is burdened with this task would just elicit a huge thank you because you're just helping to make their lives better, and you haven't done a darn thing. It's not about the product. It's positioning. Yeah, it's, like, ‘here's what we know you care about, and so we're going to prove that we care about you because we care about that.' Sales went up 76%.” – Reid HolmesThis episode's guest has spent over thirty years leading the creative departments of some of the best ad agencies in America. His idea for H&R Block, “You Got People,” garnered four million new clients, and his work changed the trajectory of brands like Burger King, The Mayo Clinic, KeyBank, and many others. He also has multiple public-speaking awards as he helps audiences gain a deeper understanding of how clarity creates impact. He's won almost every award in advertising and has been featured in The New York Times, Adweek, Advertising Age, Forbes, and Communication Arts.But as his kids started graduating, he realized he wanted to leave a legacy. He found an approach that inspires businesses, marketing teams, and those they wish to attract. His #1 best-selling book, Appreciated Branding: Transform Your Brand from Ignored to Irreplaceable, has become a go-to mature-brand playbook. His name is Reid Holmes, and he'll be sharing his perspective on advertising today, how brands can use sound to stand out and be more memorable, and where he thinks things will go from here. If you're looking to boost your brand, you won't want to miss this one!As always, if you have questions for my guest, you're welcome to reach out through the links in the show notes. If you have questions for me, visit audiobrandingpodcast.com where you'll find a lot of ways to get in touch. Plus, subscribing to the newsletter will let you know when the new podcasts are available along with other interesting bits of audio-related news. And if you're getting some value from listening, the best ways to show your support are to share this podcast with a friend and leave an honest review. Both those things really help – and I'd love to feature your review on future podcasts. You can leave one either in written or in voice format from the podcast's main page. I would so appreciate that.(0:00:00) - The Power of Audio in AdvertisingOur conversation begins with a look back at the early memories that sparked Reid's love of sound, which include his father's copy of the famous War of the Worlds broadcast. “You picture these big, huge Martian creatures that are described,” he says, “and they're coming down through New Jersey and the whole country was freaking out. And it was Orson Welles, who has the pipes for audio.” He tells us more about his family's history in advertising and about how it led to his own career. “I was like, well, my mom was in advertising and my uncle's doing really well in it,” Reid explains. “I should give it a shot because it seems like it runs in the family, and maybe I'd be pretty good at it.”(0:13:02) - The Evolution of Radio...
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