188 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 • 66 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.

    Be Prepared for the Engagement Banking Revolution

    Be Prepared for the Engagement Banking Revolution

    Data, analytics, and new technologies are transforming the art and science of personalized customer experiences. Customer engagement of the future is holistic, predictive, precise, and clearly tied to business outcomes.
    Winning organizations are building the capabilities, talent, and organizational structure needed for this transition. Those that stick with traditional processes will be forced to play catch-up in the years to come.
    We are very fortunate to have Jouk Pleiter, Founder and Chief Executive Officer at Backbase on the Banking Transformed podcast. He discusses how to win customers – for life – in the new era of embedded banking.

    • 31 min
    From Personalization to Profits in Banking

    From Personalization to Profits in Banking

    Consumers want their financial providers to provide integrated experiences that leverage insights to create intuitive engagements. To accomplish this, banks and credit unions need to build the data infrastructure and analytics capabilities that can be applied across the entire customer journey.
    Personalization must become a strategic priority, using data to create a differentiated value exchange with the customer in real-time.
    I am excited to have Jim Stapleton, Senior Vice President at Epsilon on the Banking Transformed podcast. Jim shares how banks and credit unions can deepen relationships by understanding customer behaviors and offering timely solutions.

    This episode of Banking Transformed is sponsored by Epsilon
     With 50+ years’ experience, Epsilon for Financial Services accelerates clients’ ability to harness the power of data to enhance, activate, and measure campaigns with confidence. With market-leading insights into customer's actions (even when they’re not interacting with your brand), Epsilon can predict upcoming life events and deliver optimized messages across owned and paid channels, while respecting and protecting consumer privacy and client data.
    Learn more about Epsilon for Financial Services
     

    • 48 min
    An Inside Look into Morgan Stanley’s Evolving Brand Strategy

    An Inside Look into Morgan Stanley’s Evolving Brand Strategy

    With a long history of leading marketing efforts at various financial organizations, Alice Milligan was named the chief marketing officer of Morgan Stanley in May 2021 in conjunction with the acquisition of E-Trade by Morgan Stanley.
    With an evolving brand strategy to meet the needs of a more expansive, diverse consumer base, Milligan is tasked with communicating an expanding set of capabilities to these new audiences and modernizing the brand for future growth.
    We are joined by Alice Milligan, the CMO of Morgan Stanley. Milligan discusses her career journey and the global brand strategy of Morgan Stanley. She also shares how data and analytics is the foundation for better marketing decisions.


    This episode of Banking Transformed is sponsored by mParticle.
     mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

    • 52 min
    WeBank: A Model for the Future of Digital Banking

    WeBank: A Model for the Future of Digital Banking

    WeBank is considered by many to be the most progressive digital bank in the world. Launched in 2014, WeBank provides financial services to over 300 million individuals and 2.7 million small businesses.
    Recently, WeBank has been expanded the use of blockchain as one of the key technologies to improve efficiency of digital banking and to promote equity and sustainable development. WeBank has also extended beyond financial services to assist other industries in the deployment of blockchain capabilities.
    We are joined again on the Banking Transformed podcast by Henry Ma, executive vice president and CIO of WeBank. Ma discusses WeBank’s mission of delivering financial inclusion at scale by leveraging AI, blockchain, cloud computing, and big data.

    • 46 min
    Delivering Financial Education to Customers and Communities

    Delivering Financial Education to Customers and Communities

    Providing trust through personal financial education is an imperative for the entire finance services sector. It is also a cornerstone to building engagement across the entire customer journey.
    The need for financial education extends across every socio-economic segment and every age category. Advanced technologies have made the delivery of personalized financial education more feasible and more impactful for any sized financial institution.
    We have Ryan Swift, Vice President of Strategic Partnerships at EVERFI on the Banking Transformed podcast. Ryan discusses the value that financial education has in helping financial institutions make an impact in their communities.


    This episode of Banking Transformed is sponsored by EVERFI:
    See how EVERFI can help you reach new customers, expand wallet share, and strengthen your brand with personalized, digital financial education programs that help you drive visibility for your products and services.
    More at https://everfi.com/financial-education/

    • 45 min
    Banking Strategies to Withstand an Economic Downturn

    Banking Strategies to Withstand an Economic Downturn

    The banking industry has a once-in-a-generation opportunity to transform legacy business models to become more competitive and more resilient during economic downturns.
    By integrating data, analytics, advanced technologies, automation, and an upskilled workforce, banks and credit unions can become more future-ready and agile in a crisis. These firms will also be able to take advantage of unique marketplace opportunities.
    I am fortunate to be joined on the Banking Transformed podcast once again by Ron Shevlin, Chief Research Officer at Cornerstone Advisors. We discuss strategies and tactics financial institutions must take today to become more prepared for any economic environment.


    This episode of Banking Transformed is sponsored by mParticle.
     mParticle believes that better decisions start with better data. Cleanse, visualize, and connect your customer data from any source or system to any API. Better data, better decisions, better outcomes. Visit mparticle.com for more.

    This episode of Banking Transformed is sponsored by Q2
     Today, digital banking is more than a channel—it’s how financial institutions deliver their brand, manage customer relationships, and grow their business. Q2 helps FIs wherever they are on their digital transformation journey, with a portfolio of consumer and commercial solutions that help customers save, spend, borrow, and engage.
     
    More at https://www.Q2.com

    • 47 min

Customer Reviews

4.8 out of 5
66 Ratings

66 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.

maddie@podcastingyou ,

Incredible podcast!

This podcast is a gem; each episode is packed with information that truly provides a comprehensive understanding of multiple aspects of the banking industry. Highly recommend to anyone looking to learn more about the future of banking!

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!

Top Podcasts In Business

Ramsey Network
Pushkin Industries
Jenna Kutcher
iHeartPodcasts
Jocko DEFCOR Network
Andy Frisella #100to0

You Might Also Like

11:FS
McKinsey Strategy & Corporate Finance
HBR Presents / Muriel Wilkins
Essential Communications - Tom Henschel
WaitWhat
Goldman Sachs

More by Evergreen Podcasts

Evergreen Podcasts | The Honor Project
Evergreen Podcasts
Evergreen Podcasts
Evergreen Podcasts
Evergreen Podcasts
Evergreen Podcasts