Advertise on podcast: Banking Transformed with Jim Marous

I'm excited to have Kim Snyder, CEO and Founder of KlariVis, on the Banking Transformed podcast. Kim brings over a decade of financial leadership experience to KlariVis, with a goal to create a leading-edge, easy to use, transformational data analytics solution that enables community financial institutions to compete with the large mega-banks. We discuss how KlariVis compiles data across disparate bank systems into unified dashboards, giving financial institutions actionable insights to drive smarter decision making, greater efficiency, and accelerated growth. Through the democratization of insights, informed decisions can delivered faster than in the past. This episode of Banking Transformed Solutions is sponsored by KlariVis KlariVis® is the only cloud-based, core-agnostic enterprise dashboard and analytics solution built for bankers, by bankers. The KlariVis platform compiles and aggregates high-value, actionable data across disparate systems into an intuitive, interactive dashboard that provides financial institutions of all sizes with timely insights that empower teams, drive profitability, and improve productivity at every level of the organization. For more information visit klarivis.com/features

I’m thrilled to have Rochelle Gorey, founder and CEO of fintech startup Springfour, and Anuj Vohra, Head of North American Collections at BMO Financial Group on the Banking Transformed podcast. We’ll be exploring BMO’s partnership with Springfour to move beyond transactions and debt collection by linking customers with financial resources. This innovative collaboration aims to show empathy, build loyalty, and strengthen financial health, making banking truly work better for consumers through mission-aligned innovations. This discussion will make it clear that combining capabilities for economies of technology and empathy can construct a brighter future for customers and institutions alike.

Today, we're thrilled to have Michael Abbott, Senior Managing Director – Global Banking Lead at Accenture on the Banking Transformed podcast. On this episode, we explore the top banking trends for 2024, diving into a world where AI, cloud computing, and new regulatory landscapes are redefining the banking industry. We discuss the need for banks to adapt to changing customer expectations and the growing importance of sustainable banking practices. We also highlight the need for speed, emphasizing the practical applications of these trends. The conversation provides a roadmap for banks and credit unions to navigate the evolving banking ecosystem and embrace these transformative trends.

I’m thrilled to have global futurist Mike Walsh back on the Banking Transformed podcast. Mike's expertise in AI-powered organizations and his vision for the Fifth Industrial Revolution offers invaluable insights for businesses navigating the rapidly evolving landscape of technology. In this episode, we explore how generative AI is reshaping the future of work, the delicate balance between humans and machines, and the transformative potential of AI as the foundation of modern businesses. The future is being rewritten by AI, but still led by the creativity of visionary and adaptive talent. The lessons shared today apply across all sectors - obsolete skills matter less than learning new ones.

I'm thrilled to welcome back Gabe Krajicek, CEO of financial solutions provider Kasasa on the Banking Transformed podcast. Gabe joins us to discuss the challenges community institutions must address today and how strategic products and marketing support can drive long-term relationship-based growth. Gabe provides compelling case studies demonstrating Kasasa's impact on community banking. He stresses the importance of distinguishing between real growth and transient gains, offering strategic advice for institutions navigating today's financial landscape. Gabe's vision for a robust, community-focused banking future leaves us with a deeper understanding of the pivotal role Kasasa plays in the industry. This episode of Banking Transformed Solutions is sponsored by Kasasa Kasasa is a financial technology provider committed to driving real growth for community banks and credit unions to help them recapture market share. Since 2003, their branded retail products, and expert consulting services have helped their clients attract, engage, and retain consumers nationwide. Today over 600 community banks and credit unions rely on Kasasa to manage over $20B of core deposits. For more information visit https://offer.kasasa.com/offer-kasasa

To stay competitive, banks and credit unions must evaluate the viability of platform strategies that can provide superior customer experiences, tap into network effects, and leverage data and AI for strategic differentiation. Our guest on the Banking Transformed podcast wrote the playbook for winning in the platform economy. Senior Prophet Partner, Ted Moser, explores pragmatic steps banks can take to compete in the platform economy, offering examples of creative platform models used by industry giants like Amazon, Uber, and Airbnb. Ted’s insights provide a treasure trove of actionable strategies, setting the stage for banks to thrive in the face of massive industry change.

I'm excited to have Grant Karsas, VP of Digital Experience at Travis Credit Union, on the Banking Transformed podcast. Grant oversees the member-facing digital channels at Travis CU, one of the largest credit unions in California with nearly $5 billion in assets and more than 245,000 members. Grant shares insights into how Travis CU leverages modern technologies to deepen member relationships through personalized experiences, earning the credit union industry awards for excellence. We also discuss how a community-based credit union can compete successfully in a crowded market filled with major banks and new fintech entrants.

How prepared is your organization to move forward without fear in the face of ransomware, cyberthreats, ongoing digital transformation, and hybrid cloud adoption? More importantly, if your organization is disrupted, how fast can you recover and move ahead confidently? To navigate these complex waters, we're joined on the Banking Transformed podcast by Rick Vanover is Senior Director of Product Strategy at Veeam. Veeam is at the forefront of providing cutting-edge solutions for data protection and management in the cloud era. Rick shares insights on how Veeam's innovative approaches are safeguarding financial institutions against these threats and ensuring operational continuity in the face of ongoing digital transformation and cloud adoption. This episode of Banking Transformed Solutions is sponsored by Veeam Software In today's financial service landscape, security, compliance, and agility are paramount. Veeam’s Kasten K10 solution emerges as a top choice for banking and insurance companies looking to protect their Kubernetes data with leading security and compliance features like end-to-end encryption and RBAC. Kasten K10 supports a broad ecosystem of data services, empowering financial institutions to scale quickly and securely.Find out more https://www.kasten.io/free-kubernetes

We're honored to host Rebeca Romero Rainey, President and CEO of the Independent Community Bankers of America (ICBA) on the Banking Transformed podcast. ICBA serves as the leading voice promoting the interests of over 5,000 community banks which constitute the vast majority of all banks in the country. In this episode, we'll uncover the current dynamics of the community bank ecosystem, confront the challenges these institutions face, and explore the opportunities that lie ahead. We also discuss the key regulatory issues of 2024 and celebrate the milestones under Rebeca's leadership at ICBA. Her perspectives on the future of community banking, digital transformation, and the role of local banks in fostering economic growth provide valuable insights for financial executives across all asset categories.

I’m so pleased to welcome Megan (Caywood) Cooper, newly appointed Chief Product Officer at ClearBank, to the Banking Transformed podcast. Boasting experience across startups, big banks, and platforms, Megan provides a unique insider lens, having helped disrupt finance firms of all sizes from the inside out. We’ll hear about her professional journey and the difference between fostering innovation at industry stalwarts versus scrappier upstarts. Megan will also share her wisdom around the ongoing challenges women leaders face in finance along with how she achieves work/life balance while raising a family. Finally, Megan shares what excites her about the industry’s trajectory and why she sees abundant opportunities still ahead as finance continues transforming.

I'm excited to welcome Pål Krogdahl, Director of Technology Strategy and Advisory Services at Samlink, to the Banking Transformed podcast. Pål recently co-authored an insightful report titled "Banking Outlook: Navigating the Transformative Trends in Banking," providing an in-depth look at the key forces reshaping the industry. From economic conditions to emerging technologies, competitive dynamics to customer behaviors, this report explores the most pivotal trends on the horizon for 2024. With over 20 years of experience advising banks on digital transformation and technology strategy, Pål shares his expert perspectives on the defining challenges and opportunities ahead for financial institutions, and how technology factors into strategies for remaining relevant amid digital disruption.

The launch of Ally’s self-built AI platform Ally.ai in collaboration with Microsoft represents a measured yet trailblazing foray into next-gen technologies for banking. Rather than reacting to hype, Ally has taken a principled approach focused on productivity, security, scalability and an improved customer experience. Ally’s emphasis on co-piloting change also signals the value of strategic partnerships between banks and tech players in steering AI’s responsible adoption, providing a blueprint for financial institutions of all sizes eyeing productive AI integration. Joining me on the Banking Transformed podcast to discuss this exciting collaboration is Priya Gore, General Manager, Data & AI for US Financial Services at Microsoft and Sathish Muthukrishnan, Chief Information, Data and Digital Officer at Ally. This episode of Banking Transformed is sponsored by Microsoft: Microsoft and its partner ecosystem help banks reduce cost and risk, modernize core systems, and delight customers and employees to achieve differentiation and spur sustainable growth. More at Microsoft.com/financialservices