Podcasts about Retail banking

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Retail banking

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Best podcasts about Retail banking

Latest podcast episodes about Retail banking

Thematic Intelligence
187. AI in retail banking: Its evolution, obstacles, and future

Thematic Intelligence

Play Episode Listen Later May 1, 2025 22:55


In this episode, ​Douglas Blakey, GlobalData's Banking and Payments Group Editor, speaks to Celent's Zilvinas Bareisis, Curinos' Olly Downs, Synechon's Ryan Cox, and KPMG's Andrew Ellis about the current AI landscape in retail banking, barriers to adoption, and the future of the technology in the sector.GlobalData Generative AI in Banking report: globaldata.com/store/report/generative-ai-in-banking-theme-analysisFind us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠⁠To understand how to use our Themes product please contact us⁠: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠ / +44 (0) 207 406 6764Host: Douglas Blakey, Banking and Payments Group Editor, GlobalDataGuests:Zilvinas Bareisis, Head of Retail Banking & Payment Research, CelentOlly Downs, Chief Technology & AI Officer, CurinosRyan Cox, Global Head of AI, SynechronAndrew Ellis, US Consulting Sector Lead, KPMG#AI #artificialintelligence #AIinbanking #retailbanking

RG Podcast
Bermuda Bankers Association – Part 4

RG Podcast

Play Episode Listen Later Mar 10, 2025 28:41


Listen in to Part 4 of this podcast series with Bermuda Bankers Association: Saving and Investing   Geoff Scott has over 30 years' experience in the financial services industry, including leadership roles in risk management, business development and client relationship management. He assumed progressively senior positions as a commercial banker with leading Canadian banks and transitioned to Barbados in 2012 as the Chief Risk Officer at a leading Caribbean commercial bank, where he successfully led several change initiatives which strengthened the risk culture and alignment with business strategies. Subsequently, Geoff was Chief Executive Officer at Barbados' leading composite insurance company.   Geoff is currently the Chief Executive Officer of the Bermuda Bankers Association, where he represents the banking industry with advocacy, education and communications aimed at a range of stakeholders.   Geoff is Chairman of the Board of Commissioners of the Turks and Caicos Islands Financial Services Commission, and Chairman of the Board of Directors of National Commercial Bank of Anguilla. Geoff is a Chartered Director accredited by the Caribbean Governance Training Institute.   Sharmaine La has been with Butterfield for 17+ years, starting out as a Management Trainee and currently working in the Retail Banking area. She has had the opportunity of collaborating on various retail product projects and system upgrades over the years and created and maintains a thriving employee recognition program for customer facing employees under the Retail banking umbrella. Her favourite aspect of the job however, involves actively serving on Butterfield's employee engagement team and educating students and young adults on financial literacy.   Kevin Grant is a Senior Portfolio Manager with over 35 years of experience in investment services, business development, investor relations, financial consulting and securities-transaction-related activities. Joining Butterfield in 2013, Kevin has worked extensively in Bermuda, the United States, Europe, Asia and the Middle East, providing these services to high-net-worth individuals and institutional clients. Mr. Grant has extensive knowledge of the alternative investments industry, covering various capital structure arbitrage and credit-related strategies, including structured products. Kevin has a B.B.A. in Finance from Hofstra University in Long Island, New York. He has completed the C.F.A. Level I and the Series 7 General Securities Representative examinations, as well as extensive investment product and client service training programmes at both Smith Barney (Citigroup) and Edward Jones Investments.   Sponsored by Bermuda Bankers Association www.bermudabankers.org

Let's Talk Loyalty
#633: A disruptive mindset creates 60% market share and 92% loyalty member penetration for retail banking in South Africa – Capitec Live Better Rewards

Let's Talk Loyalty

Play Episode Listen Later Jan 9, 2025 44:04


Capitec Live Better Rewards is 3.5 years old in a banking environment which is only 24 years old. However, age is meaningless as Capitec holds a 60% market share in South Africa's retail banking industry, with 24 million clients. 22m of these clients are part of its rewards programme, called Live Better. It has already been re-launched, which epitomises Capitec's disruptive mindset to create customer centricity throughout all it does.Kelly Goldsworthy is Head of Live Better Rewards with an engineering background and a laser focus on continuous improvement for the Live Better programme and its members. Kelly shares the journey to date and the fascinating statistics of its current engagement activities by different channels, encouraging all of us to re-think the norm and disrupt for the ultimate end game of greater customer centricity.Show Notes:- 1) Capitec Live Better Rewards2) Kelly Goldsworthy3) Live Better Rewards4) Blue Ocean Strategy (Book)5) Good to Great: Why Some Companies Make the Leap...And Others Don't (Book)Let's Talk Loyalty Webinar DetailsIf you'd like to register for our webinar on January 22nd 2025 to learn how to leverage world-class games to drive daily engagement and bottom-line revenue, simply sign up here:https://us02web.zoom.us/webinar/register/6417364267736/WN_aHWt5hkbR6uPWc2SfzD6xgEven if you can't join live, we'll share the recording with you.

Shares for Beginners
Weekend Watchlist - BOQ - Bank of Queensland

Shares for Beginners

Play Episode Listen Later Dec 13, 2024 21:21


Bank of Queensland Limited is an Australia-based regional bank. The Company's operating segments include Retail Banking and BOQ Business. The Retail Banking segment provides retail banking solutions to customers through its owner-managed and corporate branch network, third-party intermediaries, and virgin money distribution channels. Its Owner-Managed Branches retail and small and medium enterprises (SME) lending, deposits, credit cards and insurance. Its VMA business include digital home loans, deposits, credit cards, insurance, and superannuation. The BOQ Business segment includes the BOQ branded commercial lending activity, BOQ Finance and BOQ Specialist businesses. It also provides tailored business banking solutions, including commercial lending, equipment finance and leasing, cashflow finance, foreign exchange, interest rate hedging, transaction banking and deposit solutions for commercial customers. It operates more than 160 branches across Australia.Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

IBS Intelligence Podcasts
EP799: How artificial intelligence (AI) is poised to shape the future of banking

IBS Intelligence Podcasts

Play Episode Listen Later Dec 13, 2024 10:56


Barb Morgan, Chief Product & Technology Officer, TemenosBarb Morgan was recently appointed Chief Product & Technology Officer by Temenos. Just six weeks into her post she spoke with Robin Amlôt of IBS Intelligence about her priorities in her new position, and about the company's collaboration with AI hardware/software leader Nvidia in powering on-prem GenAI for real-time banking. Morgan also outlines her take on the unique challenges to the adoption of AI in banking.

Bloomberg Talks
BofA President of Retail Banking Holly O'Neill Talks Consumer Spending

Bloomberg Talks

Play Episode Listen Later Dec 12, 2024 7:47 Transcription Available


Holly O’Neill, president of retail banking at Bank of America, discusses the details of the firm’s recently released November consumer checkpoint. She speaks with Bloomberg's Lisa Abramowicz and Dani BurgerSee omnystudio.com/listener for privacy information.

The POWER Business Show
Absa to merge its three retail banking units into a single entity

The POWER Business Show

Play Episode Listen Later Dec 6, 2024 9:50


Nosipho Radebe speaks to Christine Wu, Chief Executive for Everyday Banking at AbsaSee omnystudio.com/listener for privacy information.

Service Design YAP
How your design superpowers can spark innovation with Ian Crawford from NatWest Group.

Service Design YAP

Play Episode Listen Later Dec 3, 2024 43:22


Send us a textHow can you encourage a retail bank, which will always focus on risk management and stability, to innovate? In this episode we talk with Ian Crawford, NatWest Group's Head of Innovation Design. We  explore the ways in which designers are uniquely positioned to help corporate innovation programs to think differently.Ian shares how his group interviews design candidates to evaluate their innovation mindsets, and talks about the trends that his group believe will reshape retail banking in the future. In a conversation that roams from Dieter Rams to Blackadder's Christmas Carol, we explore how you can promote two of your designer superpowers: Framing and encouraging bolder thinking,  Expert facilitation helping to create consensus and commitment to get great ideas into the real world.  About IanIan leads an Innovation Design team at NatWest Group as part of a wider department of approximately 70 people in Innovation & Partnerships. The department are responsible for catalysing the creation of brand new services, products and experiences for the wider Group, often leveraging start-ups and other technology partners to bring NatWest's strategy to life.He is an award-winning designer with over 15 years of experience across design, digital strategy and marketing and has worked with a wide range of organisations including Lloyds Bank, Amazon, Microsoft, CYBG, Standard Life, the NHS and Scottish Government among many others.Sources cited in this podcast:The Innovation Expedition: The Jobs to be Done Playbook:When Coffee and Kale Compete: Service Design YAP is developed and produced by the Service Design Network UK Chapter.Its aim is to engage and connect the wider Service Design community. Episode Host: Stephen Wood Production Assistance: Jean Watanya

Business Day Spotlight
Absa's strategy to lead in retail banking tech

Business Day Spotlight

Play Episode Listen Later Oct 14, 2024 39:22


Absa's strategy to lead in technology use amongst SA's retail bank is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Thato Matolong is managing executive for technology and operations at Absa Everyday Banking. Through the discussion, the banker explains Absa's tech focus; investment in improving customer satisfaction; relationship with Salesforce; place of AI in banking; and trends from the bank's data. Business Day Spotlight is a MultimediaLIVE Production.

Manageable Conversations
Taylan Turan, CEO, Retail Banking, HSBC Wealth & Personal Banking

Manageable Conversations

Play Episode Listen Later Oct 8, 2024 24:53


Are you fully present in every meeting?Taylan Turan, CEO of Retail Banking at HSBC Wealth & Personal Banking, explains how this habit helps him stay resilient and be respectful of others.  In this episode, we also discuss:His style of leadershipJudging people not by their actions but rather their intentionsThe power of frameworks and framing problems before taking actionBeing intentional with curiosity and personal connectionsNavigating complexity by being confident and not complacentWhat we can learn from three tips he has for his daughterBased in London, Taylan is a member of the global executive committee of HSBC Wealth & Personal Banking. He has responsibility for a diverse portfolio including the Strategy Office, Retail Banking Customer Segments, International Business and Retail Banking Products, Payments, Marketing, Physical and Digital Channels and Data, Analytics and CRM. Taylan also serves as a non-executive director of HSBC Asset Management. Since joining HSBC in 2009, he's held a number of global, regional and country roles at the bank. Prior to HSBC, he held senior executive roles at Citigroup and Barclays across a number of markets including Turkey, Russia, the Middle East, Africa and Asia.For more, follow Manageable Conversations and tune in to insights and advice straight from business leaders like Taylan. Each month we bring inspiration such as this and much more to our community of managers world-wide who are boosting team performance and well-being through a coaching style of leadership.

IBS Intelligence Podcasts
EP761: Refocusing on the banking customer in a world obsessed with AI

IBS Intelligence Podcasts

Play Episode Listen Later Sep 12, 2024 11:49


Sandeep Bagaria, Chief Executive Officer, TagitThere is significant hype around AI/ML and Generative AI in banking. While this technology is significantly changing the technology landscape and offering multiple opportunities for banks, bankers must keep their eye on the ball – the customer and their needs. To this end, Tagit recently launched its Mobeix Family Banking to help banks better serve their customers and the people most important to them. Robin Amlôt of IBS Intelligence discusses the importance of family financial planning with Sandeep Bagaria, Chief Executive Officer of Tagit. 

Bloomberg Talks
Klarna CEO and Co-founder Talks Retail Banking, Upcoming IPO

Bloomberg Talks

Play Episode Listen Later Aug 16, 2024 9:07 Transcription Available


Sebastian Siemiatkowski, Klarna CEO and Co-founder discusses the company's push into retail banking by rolling out digital accounts in the US and Europe. He speaks with Bloomberg's Tom Mackenzie. See omnystudio.com/listener for privacy information.

IBS Intelligence Podcasts
EP737: The evolving landscape of automation in banking

IBS Intelligence Podcasts

Play Episode Listen Later Aug 8, 2024 11:20


Joe Myers, EVP Global Banking, Diebold NixdorfThe integration of automation solutions is indispensable for banks, large and small alike. The right balance must be struck, allowing financial institutions to leverage technology for seamless customer experiences. What strategies are banks following to optimise their software and hardware offerings to enhance functionality without compromising user experience? US company Diebold Nixdorf specialises in the sale, manufacture, installation and service of self-service transaction systems such as ATMs. Present in 130 countries, the company is the largest provider of ATMs in the USA. Robin Amlôt of IBS Intelligence speaks to Joe Myers, EVP Global Banking at Diebold Nixdorf. 

The Bolder Banking Podcast
Episode 41: Intentional Development: The Key to Employee Retention

The Bolder Banking Podcast

Play Episode Listen Later Jun 21, 2024 14:28


This is Chris Carlson and Welcome to The Bolder Banking Podcast. My guest is Amy Wolfskill, Senior Vice President, Business & Retail Banking at NebraskaLand Bank. This episode is Part 1 of a 2-Part series on GSBC Strategic Topic Projects that are focused on staff development and retention with a strong connection to the bank's culture. I know you will enjoy both episodes.

Artificial Intelligence in Industry with Daniel Faggella
Lessons from Retail Banking on Data Solutions for Structuring Insurance Data - with Ermir Qeli of Swiss Re

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later Jun 11, 2024 18:39


Today's guest is Ermir Qeli, Head of Data Science in AI at Swiss Re. Ermir joins us on the program to talk about the array of challenges facing insurance leaders at this stage of AI adoption across the sector and how the pace for which is marked by the fundamentally unstructured data at the heart of insurance tech stacks. Throughout the episode, Ermir offers his perspective on scaling systems dealing with these and similar issues, offering numerous use cases in generative AI and beyond to assist in these processes along the way. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.

Eversheds Sutherland – Legal Insights (audio)
The Consumer Duty : Episode 34 - The FCA's retail banking Consumer Duty multi-firm work

Eversheds Sutherland – Legal Insights (audio)

Play Episode Listen Later Mar 27, 2024 13:02


In this episode, Claire Carroll and Naomi Seward discuss the findings of the FCA's retail banking Consumer Duty multi-firm work, which were published last month. They discuss what the review looked at, what the FCA found in terms of frameworks and methodologies used by firms and what's next for firms implementing the Consumer Duty 

Economy Watch
John Small on the Commerce Commission's recipe to tackle the banking oligopoly

Economy Watch

Play Episode Listen Later Mar 23, 2024 28:36


In five years' time we would see things we can't imagine today if the Government adopts the Commerce Commission's recommendations to boost competition for personal banking services, Commission Chairman John Small says.Speaking about the Commission's draft report from its banking market study in the latest episode of interest.co.nz's Of Interest podcast, Small says he'll be interested to see what sort of response the Commission gets from the big four banks, ANZ, ASB, BNZ and Westpac, who it says are an oligopoly who don't face strong competition."We haven't accused them of doing anything nefarious. They're responding to the incentives that are in front of them. And we think that they've settled into a particular pattern of conduct that we think should be disrupted. But we don't blame them for that," Small says."I'll be really interested to see what they do have to say about it."The Commission makes 16 recommendations in its draft report, and says they should be considered as a whole. He's optimistic about what the market for personal banking services could look like five years from now if the Government was to adopt them all. "We would see things that we just can't imagine today. So if open banking is operational within a couple of years, if Kiwibank has already been disruptive, then I think we've set the industry up for a really healthy, competitive future that will be greatly beneficial to New Zealanders throughout their economy. And that [interest] rates will be sharper, and the range of services will be much wider and the choice between providers, trusted providers, will be much wider as well. So I would see it as being really positive five years from now," says Small.In the podcast Small also discloses which three of the Commission's 16 recommendations he believes are most important. With the Commission recommending the Reserve Bank review its bank regulatory capital settings, he also discusses dialogue with the Reserve Bank about this, and wanting them to "think really carefully about the competitive aspects of their decisions."He also talks about why the big four banks don't face strong competition, what could be done to make Kiwibank a disruptive competitor, how the banking industry hasn't disrupted itself via open banking, customers moving between banks, the competitive landscape for home loans versus deposits, his take on the idea of a windfall profits tax on banks, and what a parliamentary select committee bank inquiry could probe. *You can find all episodes of the Of Interest podcast here.

Shared Accounts with CU Times
Tackling Challenges With Retail Banking

Shared Accounts with CU Times

Play Episode Listen Later Feb 7, 2024 21:20


Jim Potter, VP of Retail Banking at Merrimack Valley CU with an honest look into how to succeed at the branch level for members.

The Everygirl Podcast
How to Improve Financial Wellness in 2024, With Bank of America Exec Holly O'Neill

The Everygirl Podcast

Play Episode Listen Later Jan 30, 2024 57:05


Do you constantly feel confused or overwhelmed with spending, investing, or saving? Do you lack confidence in your finances or tell yourself you're not good with money or don't have enough money? Today, Josie is joined by Holly O'Neill, President of Retail Banking at Bank of America, who is focused on helping clients on their financial wellness journey. In this first episode of The Everygirl's Guide to Building Wealth series, Holly explains what financial wellness actually means, the common limiting beliefs holding women back from making more money, and the five financial pillars that will empower you to feel confident managing your finances. Josie and Holly also chat about how personal health and personal finances are similar and equal tools to help you live your best life. Listen to this episode (and take some notes!) to get one major step closer to your richest life. Hosted on Acast. See acast.com/privacy for more information.

Mitchell Levy Presents AHA Moments
Errol Doebler, Maher Mezher & Yonason Goldson on Thought Leader Life Credibility Specials (MLP 234)

Mitchell Levy Presents AHA Moments

Play Episode Listen Later Jan 30, 2024 22:13


Get to know these successful thought leaders and find out how they present themselves and their crafts as experts in their fields. Errol Doebler is the Founder of Leader 193. He empowers great leaders and better human beings with a leadership process that creates a common leadership language. He helps leaders eliminate chaotic team environments and gain control of priorities through executive coaching and web-based leadership development courses based on our original and adaptable leadership process. If you want that one process, you should reach out to Errol Doebler by visiting his website at https://leader193.com/ or through https://www.linkedin.com/in/errol-doebler/.   Maher Mezher is a Global Innovation Speaker, Inventor, Innovation Advisor, and Founder of Innovators League Training and Consulting. He is a pioneer in the field of innovation as he launched 3 innovative Retail Banking products, which were worth being included as case studies in Harvard's Business Review and Professor Philip Kotler's “Principles of Marketing”, a textbook that will inspire future marketers in their university studies. The creative products were recognized by receiving several awards from financial & academic parties. If you feel like you or your employees act like robots, consider reaching out to Maher Mezher at https://www.linkedin.com/in/maher-mezher-6131b1a/.   Yonason Goldson is an ethics warrior, keynote and TEDx speaker, leadership coach, trainer, author, and hitchhiking rabbi. He helps business leaders build a culture of ethics, create an enthusiastic workforce, and make their brand image shine. He blends entertaining stories from a lifetime of service and adventure, adds in compelling insights from 3000 years of wisdom, and provides a road map to reinvigorate your organization and help your community thrive. If you want to inspire trust, initiative, and passion, you should reach out to Yonason Goldson by visiting his website at https://yonasongoldson.com or https://www.linkedin.com/in/yonason-goldson/.  Global Credibility Expert, Mitchell Levy is a TEDx speaker and international bestselling author of over 60 books. As The AHA Guy at AHAthat (https://ahathat.com), he helps to extract the genius from your head in a two-three hour interview so that his team can ghostwrite your book, publish it, distribute it, and make you an Amazon bestselling author in four months or less. He is an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 800 books. He's provided strategic consulting to over one hundred companies, and has been chairman of the board of a NASDAQ-listed company. Mitchell has been happily married for thirty years and regularly spends four weeks in Europe with family and friends. Visit https://mitchelllevy.com/mitchelllevypresents/ for an archive of all the podcast episodes.   Connect to Mitchell Levy on: Credibility Nation YouTube Channel: https://bit.ly/3kGA1LI Credibility Nation LinkedIn: https://www.linkedin.com/company/credibilitynation/ Mitchell Levy Present AHA Moments: https://mitchelllevy.com/mitchelllevypresents/ Thought Leader Life: https://thoughtleaderlife.com Twitter: @Credtabulous Instagram: @credibilitynation Learn more about your ad choices. Visit megaphone.fm/adchoices

HFS PODCASTS
Unfiltered Stories | Driving CX beyond retail banking

HFS PODCASTS

Play Episode Listen Later Jan 5, 2024 29:45


At HFS we're calling 2023 the year of digital dichotomy. On one hand, there is an imminent “slowdown” given myriad macroeconomic headwinds and other factors, and on the other, there is a “big hurry” to innovate and find new sources of value to grow and differentiate. In financial services, the lion's share of digital investment has gone to retail banking business lines, with a heavy emphasis on customer experience (CX). But commercial banking and its institutional customers are hungry for innovation and ease of onboarding and servicing. In this edition of HFS Unfiltered, Elena Christopher talks shop with Sumanta Basu, Global Head, Intelligent Process Automation at Wipro, and Doug Shum, Director of Financial Services Solutions at Appian about how their firms are working together to seriously amp customer experience for commercial banks and institutional customers. Key discussion topics include: Making progress in the year of the Digital Dichotomy Investing in CX beyond retail banking Driving digital transformation from front-to-back for OneOffice success Improving regulatory risk and compliance through automation Activating partnerships to bring the power of ecosystems to enhance CX

Let's Talk Knoxville
Let’s Talk Knoxville – Assistant VP of Retail Banking with Leighton State Bank Denise Becker

Let's Talk Knoxville

Play Episode Listen Later Jan 2, 2024 7:36


Denise Becker with Leighton State Bank talks about ways to be financially smart in 2024.

Tech Talks
What's driving growth in the global fintech marketplace?

Tech Talks

Play Episode Listen Later Nov 14, 2023 22:24


Transformation in the fintech sector? Today's guest is GFT's UK Client Solutions Director for Retail Banking, Richard Kalas. As digital services are embraced ever more widely we're looking at ensuring organisations aren't left behind, stay productive, and ahead of regulation. Also, we're in Lisbon this week, and we're going for a run with Codex and their founder Sabin Lakhani.

Cultural Communication Confidence
060 - Guest interview: Authentic Global Leadership with Katie Keith

Cultural Communication Confidence

Play Episode Listen Later Nov 6, 2023 36:55


Today's guest is Katie Keith, Executive Director with Global Chamber London and also Head of B2B Partnerships with Currencies Direct. She talks about creating space for effective communication in global teams, including how to build psychological safety in teams, we explore authentic global leadership, and how listening skills are critical in conversations and even in emails, to read between the lines. Finally, as somebody who is already leading her own portfolio career, Katie shares her perspectives on why it works.  Katie is a thought leader with 20 years' experience within the Corporate and Retail Banking spaces, which means she has extensive exposure to corporate leadership, business growth and change management strategies within the business and finance sector. She recently completed an MSc with Henley Business School, focused on extending my leadership practice in Executive Coaching and Behavioural Change.  What you will learn in this episode: How to make communication flow in global teams Creating space with colleagues for open and effective communication  Authentic leadership plays a key role in effective communication  Building psychological safety with different cultures Listening in conversations, and in emails How sales team experts use listening skills Developing listening skills to understand what is not being said or expressed How to have a portfolio career and the future of work Collaborating effectively when working across time zones and borders Resources: Find out about Victoria's Interview Confidence programme: https://culturecuppa.com/interview-confidence-programme Discover Victoria's individual communication coaching: https://culturecuppa.com/individuals/ Discover Victoria's team communication and cross-cultural training: https://culturecuppa.com/leaders-and-managers Find Victoria Rennoldson online: https://culturecuppa.com Connect with Victoria Rennoldson on Linkedin: https://www.linkedin.com/in/victoria-rennoldson Find more about the Global Chamber: https://www.globalchamber.org/ Connect with Katie Keith on LinkedIn: https://www.linkedin.com/in/k-keith/ Sign up to receive future episodes of the podcast as soon as they are released: https://culturecuppa.com/get-free-insights Follow me on LinkedIn for more strategies, skills and tips: https://www.linkedin.com/in/victoria-rennoldson  Email me: victoria@culturecuppa.com Website: https://culturecuppa.com

Dream. Plan. Live.
3 Ways to Optimize Your Business Cashflow

Dream. Plan. Live.

Play Episode Listen Later Nov 2, 2023 17:47


Whether you're an entrepreneur, farmer, non-profit leader, or business owner, this episode will help you automate and optimize your cash flow. We'll will delve into the three major categories of treasury management: inflow, outflow, and security. Guest: Brooke Ortmann, VP of Retail Banking at Bank MidwestLooking for more advice for growing your dream business?  Visit our business blog for more tips from the business experts in your community and at Bank Midwest.Bank MidwestMember FDIC"Cheery Monday" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0

Tearsheet Podcast: The Business of Finance
How Bank of America helps Gen Z build responsible financial habits

Tearsheet Podcast: The Business of Finance

Play Episode Listen Later Oct 11, 2023 33:31


Welcome to the Tearsheet Podcast. I'm Tearsheet editor in chief, Zack Miller. This conversation with top executives at Bank of America is about building good financial habits for Gen Z, this episode is part of a special podcast series where we explore the fascinating Gen Z deeper: their relationship with money, how they like to save, spend, and borrow money, their fears and aspirations, and their connections to social issues.  Tearsheet thanks our sponsor Publicis Sapient for their support. Read more and download customer research about Gen Z and financial services at Steezlife.co And on this episode, I'm joined by Holly O'Neill, President of Retail Banking at Bank of America. Holly is responsible for the growth of the Retail Banking business, which serves U.S. mass market consumers. She's also is a member of the company's executive management team. O'Neill also serves as the bank's Chief Client Care Officer, overseeing a team that provides financial solutions to nearly 68 million clients each year, with a focus on helping clients wherever and however they prefer to bank, serving diverse communities and supporting financial education.    Also joining us for this discussion is Haim Israel, Head of Global Thematic Research, BofA Securities. For the past two years, Haim and his team have been ranked first in the Thematic Research and ESG –Integrated Climate Change teams in the Institutional Investor Extel Global Survey.  Prior to this, Israel was the head of Bank of America's EEMEA Technology, Media and Telecommunication Research team.  Here's my conversation about building good financial habits in younger banking customers with Holly and Haim.

Curinos (F)insights
Bonus: Are Some Banks Misjudging The Deposit Repricing Cycle?

Curinos (F)insights

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


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

Vietnam Innovators
Đổi mới ngành ngân hàng, còn cần gì ngoài chuyển đổi số? - Darren Buckley, Chief Retail Banking Group Officer, Techcombank - S4#24

Vietnam Innovators

Play Episode Listen Later Sep 4, 2023 53:59


[English description below]Tuần này, host Hảo Trần sẽ đưa khán giả đến với cuộc trò chuyện để cùng khách mời Darren Buckley - Chief Retail Banking Group Officer khám phá tầm nhìn của ngân hàng Techcombank và tìm hiểu cách họ đang cách mạng hóa cách thức ngân hàng hoạt động tại Việt Nam.Trong tập podcast này, ông Darren chia sẻ về vai trò quan trọng của công nghệ, tập trung vào khách hàng và khả năng thích ứng của Techcombank. Ông cũng mang đến những thông tin thú vị và hữu ích về cách Techcombank tận dụng những yếu tố này để phục vụ tốt hơn nhu cầu của cá nhân và doanh nghiệp trên khắp Việt Nam.Đón xem để không bỏ lỡ những kiến thức quý giá và cảm hứng từ những biến đổi đầy sáng tạo của ngành tài chính ngân hàng từ đại diện của Techcombank.---TCB Private được kiến tạo nhằm phục vụ Quý Khách hàng trên chặng đường xây dựng & bảo toàn gia sản, với cam kết cung cấp các sản phẩm dịch vụ tư vấn tài chính vươn tầm thế giới.https://techcombank.com/khach-hang-ca-nhan/private---Xem phiên bản video trên YouTubeVà đọc những thông tin thú vị trên vietcetera.com.Nếu có bất cứ góp ý, phản hồi hay mong muốn hợp tác, bạn có thể gửi email về địa chỉ team@vietcetera.com---Join us in this week Vietnam Innovators episode as we delve into the visionary world of Techcombank and discover how they are revolutionizing the way banking is done in Vietnam. Our guest, Darren Buckley - Chief Retail Banking Group Officer from Techcom Bank, will share his insights on the groundbreaking strategies and cutting-edge technologies that are driving this transformation.During this episode, our guest will emphasize the crucial role of technology, customer-centricity, and adaptability in Techcombank's success. They will provide exclusive insights into how Techcombank is leveraging these factors to better serve the needs of individuals and businesses across Vietnam.Tune in to not miss valuable insider knowledge and get inspired by the innovative transformations taking place in Vietnam's financial landscape.Listen to this episode on YouTube And explore many amazing articles at the website vietcetera.com.Feel free to leave any questions or invitations for business cooperation at team@vietcetera.com

Banking Transformed with Jim Marous
Retail Banking Mid-Year Assessment: Jobs to be Done

Banking Transformed with Jim Marous

Play Episode Listen Later Aug 22, 2023 47:17


We're at the midpoint of 2023, making this the perfect time to take stock of the major trends shaping retail banking globally and look ahead to the future. A multitude of events this year have altered the industry's trajectory, influenced consumer behavior, and prompted financial institutions to reassess their business models and go-to-market strategies. The question is which events will have a lasting effect and what jobs need to be done to become more future-ready? I am excited to have David M. Brear, CEO of 11:FS on the Banking Transformed podcast. We will be discussing how banks and credit unions have reacted to major global disruptions, and what major opportunities and threats currently exist in retail banking.

Design Mind frogcast
Studio Sessions: The Future of Banking

Design Mind frogcast

Play Episode Listen Later Jun 29, 2023 55:21


Today on our show, we're talking about the future of banking. Or, more specifically, how the true next wave of financial services experiences are becoming so embedded into our everyday lives, such a part of everything we do, that banking may become invisible altogether. You're going to hear a conversation between three leading voices in this space. Stephen Dury, Vice President of Financial Services for frog's parent company Capgemini Invent, who hosts a discussion with Janine Hurt, Chief Executive Officer for Innovate Finance, and Michael Harte, Partner at United Ventures and Industry Research Fellow at MIT. The conversation spans everything from regulation in the age of fintech, to what it takes to stand out in an invisible banking landscape,  to financial literacy for children.Brought to you by frog, a global creative consultancy. frog is part of Capgemini Invent. (https://www.frog.co) Visit us to learn more about Next-Generation Financial Services at frog. (https://www.frog.co/sector/financial-service-design) Download the new frog Chief Challenges 5: Banking on Invisibility report. (https://go.frog.co/banking_on_invisibility) Listener note: we also filmed this conversation. Watch the full video and explore our interactive report here. (https://www.frog.co/insights/chief-challenges/banking-on-invisibility#banking-on-invisibility) Thanks to Steven Strange for this special episode's film/audio production (http://www.stevenstrange.com) and Richard Canham of Lizard Media for editing this podcast (http://www.lizardmedia.co.uk)

Data Mesh Radio
#234 Doing Data Work That Matters: Perspective From a Line of Business Head - Interview w/ Iryna Arzner

Data Mesh Radio

Play Episode Listen Later Jun 26, 2023 62:35


Sign up for Data Mesh Understanding's free roundtable and introduction programs here: https://landing.datameshunderstanding.com/Please Rate and Review us on your podcast app of choice!If you want to be a guest or give feedback (suggestions for topics, comments, etc.), please see hereEpisode list and links to all available episode transcripts here.Provided as a free resource by Data Mesh Understanding / Scott Hirleman. Get in touch with Scott on LinkedIn if you want to chat data mesh.Transcript for this episode (link) provided by Starburst. See their Data Mesh Summit recordings here and their great data mesh resource center here. You can download their Data Mesh for Dummies e-book (info gated) here.Iryna's LinkedIn: https://www.linkedin.com/in/irinakukleva/Mobey Forum: https://mobeyforum.org/In this episode, Scott interviewed Iryna Arzner, Head of Group Customer Growth, Retail Banking at Raiffeisen Bank International (RBI). To be clear, she was only representing her own views on the episode.Scott note: I mostly use the phrase line of business or LOB instead of domain in this write up but they are mostly interchangeable.Some key takeaways/thoughts from Iryna's point of view:As a line of business head, data has value but only in so far as they can use it. If it's not aligned to a use case or business need, data work can be more of a distraction than a benefit.It can be very interesting for a line of business owner to know how much their data is worth to other parts of the organization - that could drive funding for additional data work inside their LOB or even more funding than that because the LOB is core to driving business value at the organizational level."You cannot be successful in your data strategy if there are no business leaders that understand the value of the data and are very much determined to uncover this value." Scott note: couldn't put it betterA good way to get your business leaders more data fluent is to very closely pair with them. Sitting side-by-side on a project will up their fluency far better than any training course ever could."How do we get these data insights that we actually need to fuel the business strategy?" It's crucial to understand the LOB business strategy and focus data work around that. Start from the business needs...

Curinos (F)insights
Bonus: Rate Hike Pause: What does it mean for Financial Institutions?

Curinos (F)insights

Play Episode Listen Later Jun 15, 2023 9:48


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

Banking Transformed with Jim Marous
The Battle for Retail Banking Deposits Goes Beyond High Rates

Banking Transformed with Jim Marous

Play Episode Listen Later Jun 13, 2023 37:28


Gone are the days of ultra-low interest rates when generating deposits and making loans was easy. Today, small and mid-sized financial institutions are battling for retail deposits after recent bank failures spurred a massive exodus of funds to larger players. In fact, a report by S&P Global Market Intelligence noted that several hundred banking institutions, including a handful of large ones, are paying over 4% and even as much as 5% on certificates of deposit amid a general increase in reliance on CDs and increasing thirst for deposits. My guest on the Banking Transformed podcast is Adam Stockton, Managing Director of Retail Deposits at Curinos. We discuss the importance of building stronger connections between consumers' deposit and credit needs and rethinking the way organizations build relationships in the future. This episode of Banking Transformed is sponsored by Microsoft: See how Microsoft can help to unlock new opportunities at speed through innovative business models, deliver differentiated customer experiences across channels, products and services, and redefine new ways of working. More at Microsoft.com/financialservices

Curinos (F)insights
Amplero Takes Center Stage at FinovateSpring

Curinos (F)insights

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


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

Don’t Break the Bank: Run IT, Change IT
Flipping the script with Brian Hayes

Don’t Break the Bank: Run IT, Change IT

Play Episode Listen Later Apr 26, 2023 61:26


In this episode, we flip the script on our show and put Brian Hayes, Senior Director, Financial Services Industry Vertical at VMWare in the guest seat. We discuss the digital transformation of the financial services industry. Brian highlights the need for financial institutions to embrace digital transformation, adopt agile methodologies, and cultivate a culture of innovation to stay competitive in the rapidly changing industry.Hayes emphasizes the importance of understanding customers' needs and preferences, using emerging technologies like artificial intelligence, machine learning, and blockchain to create personalized, relevant experiences. Brian also acknowledges the challenges of balancing innovation with regulatory compliance and risk management. Ultimately, successful digital transformation requires a collaborative approach, a focus on the customer, and a commitment to experimentation and continuous learning.3 Takeaways:The financial services industry is undergoing a rapid and significant transformation driven by technology and changing customer expectations. Digital disruption is changing the way financial services are delivered and experienced, and financial institutions must adapt quickly to remain competitive. This transformation requires a deep understanding of customers' needs and preferences, as well as the ability to leverage emerging technologies to create new, innovative products and services.To stay competitive, financial services organizations must embrace digital transformation, adopt agile methodologies, and cultivate a culture of innovation. This requires a willingness to experiment and take risks, and the ability to quickly iterate and adapt in response to changing market conditions. Successful digital transformation also requires a collaborative approach, with cross-functional teams working together to develop and implement new solutions.Emerging technologies like artificial intelligence, machine learning, and blockchain are revolutionizing the way financial services are delivered and creating new opportunities for innovation and growth. These technologies have the potential to transform everything from payments and lending to risk management and regulatory compliance. Financial institutions that can effectively leverage these technologies will be better positioned to create new revenue streams, improve customer experiences, and drive operational efficiencies. However, it's important to remember that technology alone is not enough – a successful digital transformation also requires a deep understanding of the business, the ability to navigate regulatory and compliance requirements, and a commitment to developing a culture of innovation.Key Quotes: "Digital transformation is not just about technology, it's about culture and mindset. Financial institutions must be willing to challenge the status quo, experiment with new ideas, and embrace a culture of innovation. This requires a willingness to take risks and try new things, even if they don't always work out. Success in digital transformation also requires a focus on the customer – understanding their needs and preferences, and delivering personalized, relevant experiences that meet and exceed their expectations.""Innovation requires experimentation, and experimentation requires a culture of tolerance for failure. Financial institutions must be willing to take risks and try new things, even if they don't always work out. This requires a culture that values experimentation and learning, and is willing to accept failure as an inevitable part of the innovation process. By fostering a culture of experimentation, financial institutions can create an environment where new ideas can flourish, and where teams are empowered to take risks and try new things.""The future of financial services is all about customer experience and delivering personalized, relevant services at scale. Emerging technologies like artificial intelligence and machine learning can play a key role in delivering these experiences, but they must be deployed in a thoughtful and strategic way. Financial institutions must focus on understanding their customers' needs and preferences, and using technology to deliver solutions that meet those needs. By doing so, they can create differentiated experiences that drive customer loyalty and ultimately, business growth."Best Career Advice:The most important thing you can do for your career is to be a lifelong learner. Keep an open mind, be curious, and never stop learning. Seek out new experiences, challenge yourself, and be willing to take risks. And always remember to stay humble and never stop asking questions.Bio:Brian Hayes, Senior Director, Financial Services Industry Solutions Brian is accountable for the ecosystem, solution, and go-to-market strategy, of VMware's offerings to Financial Services customers globally, working with the broader VMware ecosystem and partners including key global product, applications, and consulting organisations.Formerly a Managing Director within the FS Industry, he brings considerable technology and business experience having held Global IT functional and leadership roles in Retail Banking, Capital Markets and Market Exchanges for such companies as HSBC, Barclays Bank, Morgan Stanley, and NYSE. He has also held General Manager and senior executive positions within the consulting services and systems integrator industry, leading global business lines and global programme delivery teams.Operating globally throughout his career, he has lived overseas in the USA and Japan and for extensive periods lead initiatives and teams in locations as diverse as Brazil, Russia, Holland, France and India.With this knowledge, skillset, and experience, he brings to life to client conversations and connection around not just the technology but also the specific business demands and themes, with relevancy to the broader industry challenges. He also sees the future based around open innovation and the co-creation of effective eco-systems, bringing all parties to the table to drive customer solutions and value creation.—For more information:Follow Brian on LinkedIn - https://www.linkedin.com/in/brian-hayes-global-transformation-infrastructure-leadership-innovation-cyber-cloud-digital-delivery/About the HostsMatthew O'Neill is a husband, dad, geek and Industry Managing Director, Advanced Technology Group in the Office of the CTO at VMware.You can find Matthew on LinkedIn and Twitter.Brian Hayes is an audiophile, dad, builder of sheds, maker of mirth, world traveler and EMEA Financial Services Industry Lead at VMware.You can find Brian on LinkedIn.

Cuentos Corporativos
EP #166 - T4. MINU. HRTech - All in one.- Conoce a Nima Pourshasb.

Cuentos Corporativos

Play Episode Listen Later Mar 26, 2023 69:21


Nima Pourshasb nació en Irán y creció en España. Estudió una Maestría en Ingeniería en Londres y luego trabajó en una consultora estratégica especializándose en Emerging Markets y pasando la mayoría de su tiempo en Medio Oriente y en África. De allí, se fue a Boston a estudiar un MBA en Harvard, y después de eso trabajó en dos startups, una basada en Nueva York y otra trabajando en Argentina y Brasil, en ambas enfocándose en e-commerce. Antes de probar las mieles del mundo del emprendimiento, se desarrolló profesionalmente en empresas como PWC, Goldman Sachs, Oliver Wyman, entre otras. Nima lanza en el año 2012 su primer proyecto como emprendedor y crea FormaFina, un marketplace cross-border con operaciones en Brasil, México, Colombia, Argentina, Chile y Estados Unidos. Esta empresa cerró operaciones en junio de 2016. En 2016 regresa al mundo corporativo, esta vez como director ejecutivo de Banco Sabadell en México, a cargo del Retail Banking. Sin embargo, su estancia en el “mundo godín” sería menor a tres años, ya que decide renunciar y cofundar MINU. Minu es una startup pionera en el concepto de salario on demand, el cual consiste en pagar al empleado la parte proporcional de su salario cuando lo necesite para resolver cualquier imprevisto, aunque solo pueda disponer del equivalente a los días trabajados.Recuerda que ahora puedes escuchar Cuentos Corporativos en vivo. Estamos en RADIOMEX los martes y jueves a las 8 pm de la CDMX.Síguenos en:www.cuentoscorporativos.com Newsletter. Escribe una ReseñaEncuesta Audiencia Nuestras redes sociales:Facebook Instagram. LinkedinTwitter Hosted on Acast. See acast.com/privacy for more information.

Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick
#809 Inside Wirtschaft - David Döbele (pumpkincareers): Banken sind ein sehr attraktiver Arbeitgeber mit guten Gehältern

Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick

Play Episode Listen Later Mar 15, 2023 7:04


Die Commerzbank ist zurück im Dax 40. Welche Karrierechancen gibt es in großen Finanzinstituten? "Es gibt Jobs im Privat- und Firmenkundengeschäft. Für Privatkunden gibt es z.B. Retail Banking, Private Banking, Wealth Management. Für Firmenkunden gibt es deutlich mehr Produkte. Im Corporate Banking gibt es meist Ansprechpartner. Viele Experten für Investment Banking, aber auch Informatiker usw.", sagt der BWL-Influencer David Döbele. "Man kann auch eine klassische Bankausbildung machen. Typischerweise studiert man aber BWL/ VWL, Mathematik, Physik oder Informatik. Banken sind weiterhin ein sehr attraktiver Arbeitgeber mit guten Gehältern", so der Mit-Gründer von pumpkincareers im Interview mit Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse. Alle Details im Video und auf https://inside-wirtschaft.de

Broker-to-Broker
Breaking Free From Retail Banking (with Carrie Gusmus) – Episode 138

Broker-to-Broker

Play Episode Listen Later Nov 15, 2022 53:39


Gusmus meets the Hussbus in this week's episode of Broker to Broker. JP Hussey sits down with Carrie Gusmus, the President and CEO  of Aslan Home Lending Corporation, a 100% female-led brokerage based in Denver, Colorado. In this episode,  they will discuss how to break yourself from the Retail and non-bank culture and steps to thrive in today's market. A veteran in the financial industry, Gusmus shares her advice to independent mortgage brokers: "Do not diminish yourself to having only a rate conversation." They challenge listeners to effectively communicate the broker model to not only borrowers, but to originators in the Retail channel. Gusmus also expands on Aslan's business model and hiring practices by sharing her insights to building a successful brokerage. She urges all originators in the wholesale channel to expand their spheres of Influence and to stay vigilant when communicating the ups and downs of today's market to clients and referral partners. She leaves us with one resounding thought that solidifies her perspective -- "I believe that people are good, but brokers are better." 3:33 Journey from Financial Services 7:25 Cold Calling for Business 9:50 Transition from Retail Banking 15:58 AIME is the Association of Choice 19:00 Mindset for Today's Market 22:53 Communicating the Broker Model 27:25 Now is the Time to Buy 34:00 Aslan Business Model 45:00 Utilizing Your Sphere of Influence This episode is sponsored by EPM

Super Lead
SuperLead Podcast Episode 89 with Bongiwe Gangeni – the Deputy Chief Executive for Absa Retail and Business Bank on They spoke about the future of Retail Banking

Super Lead

Play Episode Listen Later Oct 10, 2022 38:31


On this podcast, Maanda Tshifularo interviewed Bongiwe Gangeni, who is the Deputy Chief Executive for Absa Retail and Business Bank. She heads up the Absa Relationship Banking Business Unit. Bongiwe holds a Bachelor of Pharmacy Degree from the University of the Witwatersrand, a Post-Graduate Diploma in Management from the Wits Business School, MBA from GIBS, […]

Schneps Connects
Provident Bank Expansion on Long Island with Vito Giannola, EVP and Chief Retail Banking Officer at Provident Bank

Schneps Connects

Play Episode Listen Later Sep 16, 2022 12:43


  Since 1839, Provident Bank has provided strong service and stability for individual and commercial customers from  personal checking to commercial loans with an … Read More

The Best of the Money Show
You can bank on the future of retail banking being fully digital

The Best of the Money Show

Play Episode Listen Later Aug 30, 2022 6:05


Guest: Dr Tijsbert  Creemers-Chaturvedi | Managing Director & Partner  at Boston Consulting Group South Africa See omnystudio.com/listener for privacy information.

Women in Finance
Inclusive Innovation in Banking, Lessons of Leadership and Mentorship for Women in Finance, Build Confidence to Become a Great Leader - Shail Deep, Chief Product Officer for TransUnion

Women in Finance

Play Episode Listen Later May 30, 2022 34:51


Shail Deep joined TransUnion in 2019 as Chief Product Officer. With over 20 years' experience across retail banking and technology consulting, Shail's role involves fuelling new product innovation, ensuring robust product quality and delivery, sourcing and incorporating new data assets and delivering valuable analytics insights and solutions.  Previously Shail spent 16 years at HSBC, where she was Global Head of Strategic Partnerships and Innovation for HSBC Retail Banking and Wealth Management. Shail has held various leadership roles across cards, payments, risk, fraud, loyalty and proposition development spanning the UK, US, Hong Kong and Malaysia. Prior to HSBC, she worked with Citigroup (India) and i2 technologies (US).Shail holds a Bachelor of Engineering from the Indian Institute of Technology, Delhi and an MBA from the Indian Institute of Management, Ahmedabad.Visit the Women in Finance Podcast website for the show notes and to sign up for our newsletter.

Getting to the top!
Karen Yip Chuck, General Manager–Commercial & Retail Banking of Republic Bank Limited

Getting to the top!

Play Episode Listen Later May 23, 2022 42:01


Karen Yip Chuck knew from a very young age she wanted to lead, and never stopped working until she thrived. With courage and conviction, she became the General Manager of Commercial and Retail Banking of Republic Bank Ltd and successfully guides with passion the strategic direction of the bank and its organizational transformation while helping others to succeed by developing their skills and building their confidence.

Banking Transformed with Jim Marous
How Bank of America Personalizes Financial Wellness for 67 Million Customers

Banking Transformed with Jim Marous

Play Episode Listen Later Mar 22, 2022 40:14


Financial institutions have struggled engaging consumers with budgeting and financial health tools. Bank of America's approach has been to address financial wellness by building an omnichannel platform that allows consumers to set goals, track progress, and get answers to financial questions easily. These efforts have resulted in Bank of America being the first financial institution to be certified by J.D. Power for financial health support. Our guest on the Banking Transformed podcast is Holly O'Neill, President of Retail Banking at Bank of America. She discusses how a holistic framework for supporting the financial health of its clients includes simple, transparent products, high levels of personalization, financial education, and access to human support. This Episode of Banking Transformed is sponsored by FIS  From super apps and crypto to embedded finance and financial inclusion, we're a long way away from the world of cash and checks. That's why FIS has reimagined The Global Payments Report. The Global Payments Report makes it easy to understand what your consumers want now – and in the future.  FIS experts talk through the trends transforming payments and what they mean for your business. FIS also gives you an in-depth view of how consumers pay when shopping online and at the point of sale in more than 40 markets, along with the latest insights into real-time payments trends.  Discover how the latest payments technologies could affect your business. Get your report today by visiting fisglobal.com/gpr.

To the Edge and Beyond
How Micro-branches are Changing the Face of Retail Banking

To the Edge and Beyond

Play Episode Listen Later Mar 17, 2022 25:18


The face of retail banking is changing rapidly as the industry works to facilitate customer engagement while reducing the costs associated with building and operating traditional bank branches. One approach is the micro-branch – a fully functional bank branch that has been dramatically reduced in size. Micro-branches are cost-effective and enable banks to adapt to the evolving needs and expectations of their customers. In this episode, To the Edge and Beyond spoke with Devakumar Rajagopalan, Banking Segment Marketing Manager for The Intel Internet of Things Group, and Srikrishna “Kris” Sharma, Financial Services Industry Leader with Canonical, about the innovative technologies and deployment strategies that are making micro-branches a reality.“Retail banking faces a more complex environment than perhaps ever before,” Sharma said. “Driven by COVID, the social and economic landscape has been radically reshaped while customer needs and expectations continue to dynamically evolve. Banks need to ask themselves the fundamental question about their physical outlets. Are they points of sale or service centers?”Devakumar agrees, noting that micro-branches require a specific kind of infrastructure – what he calls “technology building blocks” – in order to succeed. Two of those building blocks are edge computing and the use of micro-clouds. “Although banking institutions have a long history of edge computing, the ability to reduce the costs associated with operating edge sites (micro-branches) will be key to developing holistic solutions,” says Sharma. “What're needed are micro-clouds – small clusters of compute notes with local storage that allow branches to create repeated deployments at the edge.”Intel and Canonical have been collaborating on a variety of smart technologies designed to not only deliver all of the functionality customers have come to expect from a full-sized bank, but the personal interaction they desire as well. “Micro-branches merge digital and physical experiences,” Devakumar said. “They offer contactless, anytime banking along with highly immersive interactions with avatars on dynamic screens. These screens collect and transform data into actionable items, making banking both practical and engaging.”To learn more about banking security solutions, connect with Srikrishna Sharma and Devakumar Rajagopalan on LinkedIn.You can also visit the financial services pages offered by Intel and Canonical listed below.Intel: https://www.intel.com/content/www/us/en/financial-services-it/financial-services-overview.htmlCanonical: https://canonical.com/Subscribe to this channel on on Apple Podcasts,  Spotify, or Google Podcasts from the Intel Internet of Things Group.

CAREER-VIEW MIRROR - biographies of colleagues in the automotive and mobility industries.
Amira Aly: on her inspiring journey from Egypt's Alexandria to Atlanta and Arizona in the US, continuously learning in premium retail, banking and automotive and finally finding her purpose was closer than she'd first imagined.

CAREER-VIEW MIRROR - biographies of colleagues in the automotive and mobility industries.

Play Episode Play 20 sec Highlight Listen Later Feb 21, 2022 86:24 Transcription Available


Amira is an Executive leader in Automotive and Financial Services with a focus on the luxury and ultra luxury segment, serving OEMs such as Lucid Motors, Aston Martin and Jaguar Land Rover. She's an expert in business operations and planning, financial products, branding, marketing and remarketing. She's known for launching automotive startups and new partnerships and building impactful sales, credit and operation teams. Amira is a collaborator, a disrupter and an empathic leader. In our conversation we talk about Amira's childhood in Egypt and her having to take on responsibility at an early age, her sudden move to the US and having to finding her feet in a new country and the unfolding story of her career, starting in premium retail before moving into banking and then into automotive finance.  I loved listening to Amira's story and I am delighted to be able to introduce you to her in this way. I look forward to hearing which elements resonate with you. You can contact Amira via LinkedIn  Why not follow us on Instagram @careerviewmirror where you can see a directory of all our episodes and comment on those you have enjoyed. To help you navigate the content we've separated it into chapters which work on Apple Podcasts and certain other streaming platforms. This episode of Career-view Mirror is brought to you by Aquilae.  Aquilae is a boutique consultancy in the auto finance and mobility industry. We offer our Expertise as a Service to help you design and deliver projects that develop your business and the people within it. Contact cvm@aquilae.co.uk if you'd like to know more. If you enjoyed this podcast please take a moment to leave a review on Apple Podcasts. Your feedback helps us grow. For details of our forthcoming guests follow us on Instagram @careerviewmirror Email: cvm@aquilae.co.uk Twitter: @andyfollows Episode recorded on  28 January 2022

Customer Experience Conversations
Insider View: The Future of Retail Banking | Branch Transformation 2021, RBR

Customer Experience Conversations

Play Episode Listen Later Dec 15, 2021 22:26


Greg and Alessia attended this year's Branch Transformation and interviewed industry experts to bring you insights from the event. Branch Transformation is the world's leading conference dedicated to branch design, customer experience and strategy-driven transformation. A high-quality speaker programme forms the core of this two-day event, packed with thought-provoking case studies from leading banks, showcasing how they are using cutting-edge technology and human-centred design to drive real customer value. We spoke to Dominic Hirsch, Managing Director at RBR, Lynne Pitwood, Head of CX at Newcastle Building Society, Duncan Cockburn, Founder and CEO at OneBanks and Martin Shires, Business Development Manager at Glory. We are hoping to see you at Branch Transformation 2022 next year!

To the Edge and Beyond
The Importance of Edge Computing Solutions for the Retail, Banking, Hospitality and Education Markets

To the Edge and Beyond

Play Episode Listen Later Mar 25, 2021 25:54


There are two sides to every story, and there are two sides to edge computing – infrastructure edge and a device edge. Infrastructure is the edge hardware that ranges from light to medium and heavy edge products. This hardware consolidates multiple workloads on-premise.Infrastructure edge hardware solutions are the sandlot Amy Leeland plays in. Leeland is the Edge Computing Director for Retail, Banking, Hospitality and Education at the Intel Internet of Things Group. She joined To the Edge and Beyond to share her thoughts and insights on the latest trends in edge computing solutions for these markets.“My focus is to enable our customers' digital transformation journeys with edge compute,” Leeland said. “We build new edge hardware products with original equipment manufacturers and original device manufacturers. We also create open-source reference implementations, and our partner team works with independent software vendors and solution providers.”Edge compute isn't one type of deployment model, device, or product. While edge solutions for retail, banking, hospitality and education vary, there is one constant that guides Leeland and her team.“It's all about bringing compute closer to the point of where data is being generated,” Leeland said.Moving large amounts of data to an outside center is not always feasible, so creating on-site compute solutions for customers is critical.The sheer number of devices people use in their daily lives is producing a vast volume of data. While this data proves an ongoing storage challenge, it also provides tremendous strategic opportunities for advanced use of intelligent applications and business insights.“As the volume of this data increases, so does this inefficiency of transmitting all of it and processing it in a central location,” Leeland said.Learn more about edge computing solutions by connecting with Amy Leeland on LinkedIn https://www.linkedin.com/in/aleeland/, follow her on Twitter @Amy_Jaklich or visit https://www.intel.com/content/www/us/en/edge-computing/overview.html and click on solutions.Subscribe to this channel on Apple Podcasts, Spotify, or Google Podcasts to hear more from the Intel Internet of Things Group.

the Girl Banker Podcast
Shelly Loftin | Unconventional Year

the Girl Banker Podcast

Play Episode Listen Later Sep 23, 2020 31:29


Shelly Loftin, SVP, Retail Banking, Payments & Lending at the American Bankers Association talks about her banking background, her role at the ABA, working from home as a busy boy mom, and gives a sneak peak into the upcoming ABA Unconventional Convention.