The Purposeful Banker

Q2
  • 5.0 (40)
  • BUSINESS
  • UPDATED SEMIMONTHLY
The Purposeful Banker

The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial banking market. From market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.

  1. Four Steps for Small Business Success, Part 2

    32M AGO

    Four Steps for Small Business Success, Part 2

    Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  In this episode, Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework. Related Links Small Business Strategy Scorecard: https://hub.q2.com/whitepapers/small-business-strategy-scorecard Dave's LinkedIn: https://www.linkedin.com/in/david-brebner-9a2543/

    41 min
  2. Writing the Recipe for Instant Payments

    APR 15

    Writing the Recipe for Instant Payments

    Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization’s Instant Payments Cookbook, who needs to read it, and how it came together. Related Links: The Instant Payments Cookbook (Use promo code Q22025 for discount) PaymentsFirst website Mary's LinkedIn

    24 min
  3. Tech, Touch, and Trust in Commercial Banking

    APR 1

    Tech, Touch, and Trust in Commercial Banking

    Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercial business in the current financial landscape. Related Links [Webinar] The Commercial Banking War Room: Tactics That Win [Survey] The Purposeful Banker listener survey

    19 min
  4. Four Steps for Small Business Success: Part 1

    MAR 18

    Four Steps for Small Business Success: Part 1

    Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  This episode, featuring Dave Brebner from Q2 Strategic Advisory Services, is the first of a two-part series that details how financial institutions can boost their small business strategy -- or any portfolio strategy -- based on a proven success framework. Related Links Small Business Strategy Scorecard Dave's LinkedIn Cheryl's LinkedIn

    30 min
  5. The State of Fraud in Banking

    MAR 4

    The State of Fraud in Banking

    In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report. Related Links [Report] Alloy's 2025 State of Fraud Report [LinkedIn] Sara Seguin [Solution Information] Q2/Alloy

    18 min
  6. Webinar Sneak Peek: Fraud Orchestration With Datos Insights

    FEB 25

    Webinar Sneak Peek: Fraud Orchestration With Datos Insights

    Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses. Register for March 13 webinar: Fraud Orchestration: Staying A Step Ahead of Financial Fraudsters Jim Mortensen's LinkedIn

    8 min
  7. Business Banking Is Relationship Gold for Credit Unions

    FEB 18

    Business Banking Is Relationship Gold for Credit Unions

    The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact. Related Links Caroline's LinkedIn Filene Research Institute on LinkedIn [Podcast Series] Experience Factor with Jim Marous [Webinar with CUInsight] Innovation for the Win: How Cyprus Credit Union Uses Data to Improve Lives [White Paper] Q2 Engage: Building Lifetime Relationships With Dynamic Personal Experiences

    33 min
  8. Making the Case for Positive Pay

    FEB 4

    Making the Case for Positive Pay

    The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to help business customers battle payments fraud and how it has shaped cutomer relationships. Related Links: [2024 Datos Report] The Opportunity Your FI Is Missing by Not Effectively Selling Positive Pay Christine Held on LinkedIn Jessica Salerno on LinkedIn Cheryl Brown on LinkedIn Bank of Ann Arbor on LinkedIn

    18 min
See All (337)

5
out of 5
40 Ratings

About

The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial banking market. From market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.

Information

  • Creator
    Q2
  • Years Active
    2015 - 2025
  • Episodes
    337
  • Rating
    Clean
  • Copyright
    © All Rights Reserved - Copyright 2022 - Q2
  • Show Website
    The Purposeful Banker

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