This Month in Banking

The Kafafian Group, Inc.

A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.

  1. Turning Customer Experience Into Strategy

    3d ago

    Turning Customer Experience Into Strategy

    In this episode of This Month in Banking, presented by Wolf & Company, we're joined by Tara Brady, Senior Vice President & Chief Experience Officer at Provident Bank, to explore how customer experience is evolving into a core strategic driver of growth and differentiation. Tara shares how her role connects across the organization—from frontline delivery to executive decision‑making—and why customer experience today goes far beyond satisfaction scores. The conversation highlights how banks can take a more intentional, enterprise‑wide approach to experience by aligning people, processes, and technology. We also discuss what's changing in customer and employee expectations, where institutions tend to get stuck when trying to execute on experience initiatives, and what it takes to build a culture rooted in empathy and consistency. The group dives into the challenges of organizational alignment, particularly in periods of change such as mergers and integrations, and how leadership teams can keep the customer at the center during times of transformation. This episode offers practical insight for bank executives, customer experience leaders, and boards looking to better connect strategy with the customer journey—and turn experience into measurable business impact.   👤 Wolf Hosts Tara Wean: https://www.linkedin.com/in/tarawean/  Jeff Marsico: https://www.linkedin.com/in/jeffmarsico/ Ben Crowley: https://www.linkedin.com/in/bencrowley/ 🎙️ Guest Tara Brady – SVP & Chief Experience Officer, Provident Bank LinkedIn: https://www.linkedin.com/in/tara-a-brady/

    39 min
  2. Building a Unique Community Bank Through New Business Lines

    May 27

    Building a Unique Community Bank Through New Business Lines

    In this episode of This Month in Banking, presented by Wolf & Company, we're joined by Ed Barry, CEO of Capital Bancorp, to explore how one community bank built a distinctive growth model by expanding into specialized, nontraditional lines of business. Since joining in 2012, Ed has led Capital Bank's transformation from a $300 million institution into a $3.5 billion diversified platform spanning commercial lending, mortgage banking, credit cards, and fee‑based service businesses. The conversation highlights how an FDIC‑assisted acquisition unexpectedly led to the creation of a national credit card platform, and how that business—alongside other niche verticals—helped drive strong performance, deposit growth, and diversified revenue streams. Ed also shares insights on identifying acquisitions that add true capabilities, building and scaling new business lines with the right mix of talent and technology, and maintaining alignment between strategy, culture, and risk. The discussion touches on renewable energy lending, SBA servicing, and how community banks can compete effectively by focusing on targeted niches rather than trying to be everything to everyone. For bank executives, board members, and strategy leaders, this episode offers a practical look at how differentiation, discipline, and innovation can drive long‑term growth in an increasingly competitive industry.  Guest Ed Barry CEO, Capital Bancorp / Capital Bank N.A. 🔗 https://www.linkedin.com/in/ed-barry-935b7b6/  🔗 https://capitalbankmd.com/  Learn More Discover how Wolf & Company helps financial institutions drive strategy, growth, and innovation: 👉 https://www.wolfandco.com

    30 min
  3. Enterprise AI in Banking: From Experiment to Impact

    Apr 28

    Enterprise AI in Banking: From Experiment to Impact

    In this episode of This Month in Banking, presented by Wolf & Company, we explore how financial institutions are moving beyond AI experimentation and toward practical, enterprise‑ready adoption. Host Tara Ween is joined by John Kowal, Senior Vice President, Managing Director & Chief Technology Officer at Peapack Private Bank & Trust, along with Wolf & Company experts Jeff Marsico and Nelson Obando. Together, they unpack what responsible AI implementation really looks like inside a bank—cutting through the hype to focus on governance, risk awareness, and real‑world value. The conversation examines where most banks stand today with AI, why data and operating foundations matter more than flashy tools, and how institutions can scale AI safely while meeting regulatory expectations. The group also discusses emerging use cases, workflow automation, "digital employees," and how AI can improve productivity while allowing bankers to focus more on clients. This episode offers bank executives, technology leaders, risk professionals, and board members a grounded roadmap for adopting AI thoughtfully, competitively, and responsibly in the year ahead. Discover how Wolf & Company helps financial institutions navigate AI, governance, risk, and technology strategy: https://www.wolfandco.com

    47 min
  4. Banking's Next Growth Move

    Mar 25

    Banking's Next Growth Move

    In this episode of This Month in Banking, we're joined by Matt Burke, Chairman & CEO of Mutual Bancorp, the mutual holding company for Cape Cod Five, Fidelity Bank, and soon Bluestone Bank. Matt brings a front‑line perspective on how community banks can rethink growth in today's challenging environment—where deposit behavior, technology expectations, and consolidation pressures are reshaping the industry. We dig into how mutual institutions are approaching expansion, why shared‑services holding companies are becoming a strategic alternative to traditional bank mergers, and what really drives successful mutual‑to‑mutual partnerships. Matt also shares the importance of cultural alignment, diversification, and trust when combining institutions without a monetary exchange. Looking ahead, Matt outlines the conversations he believes bank leaders must be having today—around growth strategy, relationship development, efficiency, community presence, and organizational structure—to stay competitive over the next 12–24 months. Whether you're a bank executive, board member, or part of a strategic planning team, this episode offers practical insights into the evolving growth models shaping community banking.

    39 min
  5. When Fintech Meets Community Banking

    Feb 25

    When Fintech Meets Community Banking

    In this episode of This Month in Banking, the team explores what happens when fintech meets community banking. Guest Emmett Shipman, Fintech Strategy & Growth Senior Manager at Wolf & Company, joins the conversation to discuss evolving fintech–bank partnerships, the shift from efficiency to reinvention, and how community banks can strategically position themselves for a digital future. The discussion also dives into stablecoins, digital assets, and what bank leaders should be prioritizing in the year ahead.

    35 min
  6. TKG Joins The Pack - Wolf x TKG

    Jan 30

    TKG Joins The Pack - Wolf x TKG

    TKG Joins The Pack - Wolf x TKG Hosts - Jeff Marsico, Principal, Wolf & Company, P.C.         Scott Baranowski, Principal, Wolf & Company, P.C.

    38 min
  7. Bank Strategy: Community Banks vs. National Banks

    12/30/2025

    Bank Strategy: Community Banks vs. National Banks

    Bank Strategy:  Community vs. National Banks Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.         Ben Crowley, Managing Director, The Kafafian Group, Inc. Guests - Andrew Baker, Chief Strategy Officer, F&M Bank

    47 min
  8. Bank M&A Today and Outlook for 2026

    11/25/2025

    Bank M&A Today and Outlook for 2026

    Bank M&A Today and Outlook for 2026 Hosts - Tara Wean, Vice President, The Kafafian Group, Inc.         Robert Kafafian, Chairman & CEO, The Kafafian Group, Inc.         Jeff Marsico, President, The Kafafian Group, Inc.         Dave Danielson, Managing Director, The Kafafian Group, Inc.

    40 min
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4.6
out of 5
12 Ratings

About

A monthly review of current and interesting events relating to US financial institutions, and the potential impact on their customers, employees, and future.

Information

  • Creator
    The Kafafian Group, Inc.
  • Years Active
    2016 - 2026
  • Episodes
    139
  • Rating
    Clean
  • Show Website
    This Month in Banking

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