347 episodes

Are you prepared to embrace change, take risks and disrupt yourself in response to the digital disruption in banking? If not, this podcast is for you. Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the leadership and cultural challenges facing the banking industry. Featuring interviews with some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.

Banking Transformed with Jim Marous Evergreen Podcasts

    • Business
    • 4.8 • 75 Ratings

Are you prepared to embrace change, take risks and disrupt yourself in response to the digital disruption in banking? If not, this podcast is for you. Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the leadership and cultural challenges facing the banking industry. Featuring interviews with some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.

    Mastering AI-Powered Personalization for Long-Term Growth

    Mastering AI-Powered Personalization for Long-Term Growth

    Personalizing experiences across the entire customer lifecycle has emerged as a critical strategy for engaging customers and driving growth in banking. However, unlike retailers who focus on maximizing immediate transactions, financial institutions face unique challenges in leveraging personalization to build long-term, profitable relationships.
    We are excited to have Olly Downs, Chief Technology and AI Officer at Curinos on the Banking Transformed podcast, join us on the Banking Transformed podcast. Olly will discuss the importance of personalizing experiences and engagement in banking, and what marketing executives must do now to prepare for a future of hyper-personalization.
    Olly also discusses the impact of AI and machine learning on customer engagement and the challenges banks face in implementing personalization strategies at scale.


    This episode of Banking Transformed Solutions is sponsored by Curinos
    Amplero Personalization Optimizer is the only personalization solution built exclusively for Financial Institutions. It’s tuned for critical financial use cases and workflows – including onboarding, cross-selling and deposit growth. Where other personalization tools have limited testing capabilities—think A/B testing where you pit just one variable against another—Amplero dynamically and continuously fine-tunes the experience to deliver the best option among an entire universe of options, every time. Curinos recently announced expanded creative management workflow capabilities for Amplero incorporating generative AI, allowing marketers to rapidly create fresh, engaging content tailored to each client's individual needs that is relevant throughout the entire customer lifecycle.

    • 45 min
    The Secret Sauce of Hiring and Retention in the Digital Era

    The Secret Sauce of Hiring and Retention in the Digital Era

    As banks and credit unions continue to navigate the rapidly evolving landscape of digital transformation, developing a skilled and adaptable workforce has become more critical than ever. We are thrilled to have Pierre Naude, CEO of nCino, joining us on the Banking Transformed podcast to discuss the opportunities and challenges of hiring and upskilling key employees for a digital future.
    Pierre shares nCino's approach to talent acquisition, training, and development, highlighting the importance of continuous learning and adaptability. He also discusses the challenges banks face in attracting and retaining top talent in a competitive market and offers strategies for overcoming these obstacles.


    This episode of Banking Transformed Solutions is sponsored by nCino
    nCino is the worldwide leader in cloud banking. Through its single software-as-a-service platform, nCino helps financial institutions serving corporate and commercial, small business, consumer, and mortgage customers modernize and more effectively onboard clients, make loans, manage the loan lifecycle, and open accounts. Transforming how financial institutions operate through innovation, reputation and speed, nCino is partnered with more than 1,800 financial services providers globally.
    Visit https://www.ncino.com/ for more information.

    • 51 min
    Building a Digital-First Mindset in Banking

    Building a Digital-First Mindset in Banking

    In an era where digital agility is the name of the game, many legacy banks struggle to keep pace with nimble fintech competitors. However, some traditional institutions are rising to the challenge, and BMO, a 200-year-old bank with $1 trillion in assets, is a prime example. Brianna Elsass, Head of US Digital Servicing and Technology at BMO Financial Group has been a driving force behind BMO's digital transformation, leading the charge to build a digital-first mindset across the organization.
    On this episode of Banking Transformed, recorded live at the Financial Brand Forum, we dive into BMO's journey, exploring how Brianna and her team broke down silos, empowered agile teams, and digitized processes from end-to-end.
    We also discuss the key lessons learned along the way, and what it takes to foster a truly customer-centric, digital-first culture in banking. Finally, we discuss the impact communication has to build both positive customer and employee experiences.



    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

    • 40 min
    How a $5B Bank Modernized Digital Lending

    How a $5B Bank Modernized Digital Lending

    In this special episode of Banking Transformed, recorded at MeridianLink LIVE, we sat down with Lynn Yznaga, SVP from Broadway Bank in San Antonio, Texas.
    The conversation covers the importance of digital growth and meeting customers where they are, to the delicate balance of risk sensitivity and streamlined processes.
    She also discusses the challenges and successes of implementing a new loan operating system and the potential impact of AI on the future of mortgage lending. Finally, she offers listeners valuable insights into how community banks can navigate the complexities of digital transformation in the lending space in the future.



    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.

    • 28 min
    The Power of Purpose in Banking

    The Power of Purpose in Banking

    In this episode of the Banking Transformed podcast, recorded live at the Financial Brand Forum, we're thrilled to have Dennis Devine, the CEO and President of Alliant Credit Union. On this show, we discuss how a digital-only financial institution, with a purpose-driven approach, can revolutionize the banking industry and generate unprecedented growth and revenues.
    Dennis discusses the strategies behind Alliant's purpose-driven approach, from fostering a culture of innovation to delivering superior rates and service through operational efficiency. He also shares his thoughts on the challenges and opportunities facing credit unions in the digital age, and offers advice for all financial institutions looking to adopt a more purpose-driven approach.



    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

    • 40 min
    Navigating the Potential of Open Banking

    Navigating the Potential of Open Banking

    By enabling secure data sharing between financial institutions, fintechs, and third-party providers, open banking can foster innovation, enhance competition, and ultimately deliver better financial products and services to customers. With open banking, consumers will be able to access personalized services, compare offerings from different providers, and make more informed financial decisions.
    In this episode of Banking Transformed, Deep Varma, CTO at Alkami, explores the technological challenges, regulatory developments, and strategies for success in this new era of financial services.
    Deep also discusses how organizations of all sizes should be positioned to embrace the open banking revolution, leading to a more customer-centric, efficient, and embedded financial services landscape.



    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

    • 40 min

Customer Reviews

4.8 out of 5
75 Ratings

75 Ratings

Valentin Saportas ,

A must listen-to podcast for anyone in Fintech

With everything moving so fast in financial services and fintech, it’s sometimes hard to stay abreast of all the trends and filter out the noise to identify real shifts in the market. This podcast helps me do exactly that, with thoughtful and provocative commentary from the host as well as knowledgeable guests from innovative companies in the industry. Highly recommend it.

Kpyatt ,

The Gold Standard

I’ve followed Jim Marous for most of my financial career and his insights often become the gold standard for financial institutions. Banking Transformed is no different. Jim’s guests are smart and equally as insightful so the conversations are always robust and leave you thinking about how you can change or challenge your FI thinking. Episodes are easy to get through and well worth your time!

TimMarkHamilton ,

Thoughtful questions, tons of insights, no fluff

Jim’s guests are about as credible and authoritative as they come. The discussions are always well planned with thought provoking questions and insightful discussion. One of the best podcasts out there about the future of banking. Highly recommended.

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