Banking Transformed with Jim Marous Evergreen Podcasts

In today's episode of Banking Transformed, our guest is Nicole Zimmermann, founder and CEO of ZELOCIN & Partners, a marketing communications consultancy. Nicole will share her insights on how legacy banking organizations can best assess their current branding, marketplace messaging, and marketing execution to move from the past to the future.
She will also discuss the importance of leveraging customer data and analytics to provide personalized communication and experiences and the impact on long-term loyalty
Finally, Nicole shares her expert insights on assessing current marketing efforts, identifying areas for improvement, and implementing effective strategies to bridge the gap between the past and the future of banking.

In this episode of the Banking Transformed podcast, we're excited to bring you an insightful conversation with three leaders from Meriwest Credit Union, a $2B community financial institution serving the Greater Bay Area of California and Pima County, Arizona.
Despite the challenges posed by an uncertain economic environment, Meriwest Credit Union has demonstrated the ability to innovate at speed and scale, largely due to their strategic partnership with Terafina, a leading provider of digital banking solutions.
Join us as we explore how this forward-thinking credit union has leveraged digital capabilities to transform their operations, enhance member experiences, and position themselves for long-term success.



This episode of Banking Transformed is sponsored by Terafina, an NCR VOYIX Company’
Terafina, an NCR VOYIX Company, provides digital onboarding and omnichannel sales
solutions that are simple and secure to financial institutions. Terafina’s omnichannel sales platform is a multichannel product suite offering consumer deposits and lending, real estate, small business deposits and lending, commercial deposits, merchant services, and cryptocurrency account opening—across digital, branch, and call center channels.
For more information visit https://terafina.com/

Today on Banking Transformed, we have the privilege of revisiting Scott Sanborn, CEO of LendingClub, the leading digital marketplace bank in the U.S. Since its inception, LendingClub has challenged the traditional banking model, leveraging technology and data to deliver better rates and products to its members.
Scott shares his insights on the company's journey since acquiring Radius Bancorp in 2021, and the future prospects for growth since successfully exiting from the three-year Operating Agreement required of new banks.
Finally, Scott provides his vision for the future of banking, and how he sees LendingClub's role in shaping this future.

In the rapidly evolving world of financial institution marketing, staying ahead of the curve requires a deep understanding of consumer preferences, market trends, and the effectiveness of various strategies. One of the most powerful tools in a financial institution marketer's arsenal is testing – a data-driven approach that enables banks and credit unions to optimize their marketing efforts and maximize results. But where do you start?
In this episode of the Banking Transformed Podcast, we are excited to welcome Erin Allen, VP of Insurance Distribution and Market Strategy at Franklin Madison. Through real-world examples and practical advice, Erin sheds light on the transformative power of testing and its potential to drive unparalleled marketing results for any sized organization.


This episode of Banking Transformed is sponsored by Franklin Madison
Franklin Madison builds financial security for individuals and families by delivering industry-leading insurance products and marketing services through banks and credit unions. We provide an end-to-end insurance program for their consumers by choosing the best insurance carrier products, using data and multi-channel marketing to reach those consumers most likely to enroll, and providing concierge service. Franklin Madison helps generate increased loyalty and incremental revenue for financial institutions.
https://franklin-madison.com/

In today's episode of Banking Transformed, we're excited to have Devesh Khare, Chief Product Officer at MeridianLink, on the show. In this episode, we'll be discussing the challenges financial institutions face today and how organizations are working to solve these challenges?
Devesh also shares how the partnerships with solution providers have changed over time and what organizations are looking for in a third-party provider. Finally, he shares the keys to success for banks and credit unions in the short and long term.


This episode of Banking Transformed Solutions is sponsored by MeridianLink
MeridianLink® (NYSE: MLNK) powers digital lending and account opening for financial institutions and provides data verification solutions for consumer reporting agencies. MeridianLink’s scalable, cloud-based platforms help customers build deeper relationships with consumers through data-driven, personalized experiences across the entire lending life cycle.
MeridianLink enables customers to accelerate revenue growth, reduce risk, and exceed consumer expectations through seamless digital experiences. Its partner marketplace supports hundreds of integrations for tailored innovation. For more than 20 years, MeridianLink has prioritized the democratization of lending for consumers, businesses, and communities. Learn more at meridianlink.com.

In today's episode of the Banking Transformed podcast, we have Sriram Natarajan, President, Quinte Financial Technologies, a leading provider of cloud-based software solutions for financial institutions. In this episode, Sriram will discuss why AI’s true potential lies in its capacity to streamline processes, elevate decision-making capabilities, and ultimately deliver superior services to customers.
He believes it’s time to move from the initial hype surrounding the use of AI to the point where AI becomes a profitable and practical foundation for ongoing resilience.
Sriram also shares the delicate equilibrium that must exist between customer-centric approaches and regulatory adherence.


This Episode of Banking Transformed is Sponsored by Quinte
Quinte leverages the prowess of generative AI, machine learning algorithms, and human intelligence to streamline financial institutions' operational processes. We continue to chronicle enterprise-augmented models with trust and explainability to deploy autonomous intelligent process orchestration while strengthening ethical AI practices across our solutions. Through our AI Model Governance framework, financial institutions benefit from adaptive compliance and proactive engagement.
For more information visit https://quinteft.com/