Banking Transformed with Jim Marous Evergreen Podcasts

In today's episode of Banking Transformed, we have the privilege of speaking with Rodney Williams, the president and co-founder of SoLo Funds, a groundbreaking community banking platform. Rodney's personal journey and the mission of SoLo Funds are truly inspiring, as they work to empower financial inclusion and provide access to credit for those who have been traditionally underserved by the banking system.
Rodney shares his vision for the future of finance and wellness for less represented communities and also offers advice for aspiring entrepreneurs seeking to create innovative financial solutions that promote inclusion and empowerment.
This episode is a must-listen for anyone interested in the intersection of finance, technology, and social impact.

In today's episode of Banking Transformed, we're excited to have Chris Maloof, Go-To-Market President at MeridianLink, a leading provider of cloud-based software solutions for financial institutions. In this episode, we'll be discussing the challenges banks face in their digital transformation journeys and how financial institutions can create seamless, integrated customer experiences across the entire customer lifecycle.
Chris also shares how financial institutions of all sizes can harness the full potential of their data, gain a 360-degree view of their customers, and deliver targeted, timely solutions that increase engagement, sales and revenues.


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 an era where digital transformation is reshaping the financial services landscape, Alkami Technology, Inc. has taken a bold step forward with the launch of their Digital Sales & Service Maturity Model Assessment.
This groundbreaking tool empowers banks and credit unions to evaluate their digital maturity and provides actionable insights to navigate their digital journey. Today, we have the pleasure of chatting with Allison Cerra, Chief Marketing Officer at Alkami and Casey Hogarth, Senior Director at Emerald Research Group about the development and deployment of this industry-first self-assessment tool and explore how it can revolutionize the way financial institutions approach their digital strategies.
Allison and Casey emphasize the importance of understanding where financial institutions stand in their digital journey and how the assessment serves as a compass to navigate the complex landscape of digital transformation.



This Episode of Banking Transformed is Sponsored by Alkami
Alkami’s Digital Sales & Service Maturity Model Assessment was developed to help banks and credit unions self-assess their digital maturity - and then take action on the results.
Take this 5 question assessment and compare your responses to benchmark data collected from hundreds of U.S. based regional and community institutions and determine just how digitally mature your FI is. Get your results now, and with it details to support you on your path forward.
Link to assessment tool: Sales and Service Digital Maturity Model Assessment

Today, we're diving deep into the world of business banking on the Banking Transformed Podcast. As the landscape of commercial banking continues to evolve, it's crucial for financial institutions to stay ahead of the curve and adapt to the changing needs and expectations of their business clients.
Joining me for this insightful discussion are Jacob Leick, Director of Product Management at Alkami Technology and Mandy Lopez, Lead Product Manager at Alkami.
We explore the importance of building strong relationships with business clients, adapting to the consumerization of commercial banking, maximizing the revenue potential while reducing back-office expenses and leveraging technology to level the playing field against larger competitors.


This Episode of Banking Transformed is Sponsored by Alkami
Alkami Technology, Inc. empowers financial institutions to evolve and thrive in the new digital age of banking. Our premium digital banking platform powers regional banks and credit unions to grow confidently, innovate at speed, and adapt nimbly—all while providing a secure, frictionless experience to the consumers and businesses they serve—24/7/365.
Accelerate your digital transformation journey with Alkami today. Visit alkami.com for more.

In today's episode of the Banking Transformed Podcast, we are joined by Daragh Morrissey, the Director of AI at Microsoft Worldwide Financial Services, joining us to discuss the exciting world of generative AI and its potential applications in banking.
We delve into various use cases and adoption patterns, including internal organizational applications, enhancing customer experiences, and the development of new product offerings made possible by this new technology.
Daragh provides a roadmap for banks looking to adopt generative AI, emphasizing the importance of defining a clear strategy, choosing the right copilot for specific use cases, and fostering a culture of continuous learning and reskilling. This episode is a must-listen for anyone interested in understanding how generative AI is reshaping the banking industry and unlocking new opportunities for innovation and growth.


This episode of Banking Transformed is sponsored by Microsoft:
Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more.
More at Microsoft.com/financialservices

In today's episode of the Banking Transformed podcast, we are revisited by Jacob Morgan, four-time best-selling author and renowned leadership futurist. Jacob has worked with and interviewed hundreds of top business leaders around the globe to uncover the most critical leadership trends shaping the future of work.
Jacob shares his groundbreaking research on the top 7 leadership trends for 2024 and how they will impact the banking industry. Jacob reveals actionable strategies to help you and your organization navigate the complexities of modern leadership.
From leading with vulnerability to enhancing employee experience, prioritizing skills over jobs, and embracing AI and hybrid work models, Jacob offers practical strategies for banking executives looking to future-proof their organizations.