Sign up to save your podcasts
Or
Share Arming Front-Line Bankers with AI Tools That Win Clients
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Arming Front-Line Bankers with AI Tools That Win Clients
The relationship managers who resisted AI the hardest became its biggest advocates the first time it made them a hero in front of a client.
Recorded live at nSight in Charlotte, Jim Marous talks with Jillian Boyle, SVP at WaFd Bank, and Will Jung, CTO of nCino, about arming front-line bankers rather than automating them. WaFd, with nearly $30 billion in assets, put an app in its bankers’ hands and gave them back the time they used to lose to administrative work.
Boyle believes that while change management was an important part of the journey, banker adoption accelerated once teams saw how AI could help them better serve clients.
In this episode:
• Why WaFd gave its bankers AI tools and data instead of trying to replace them
• The moment skeptical bankers flip from resistance to adoption
• Why every banking problem does not need a large language model
Recorded at nSight, sponsored by nCino, with research access linked below. Banking Transformed, hosted by Jim Marous, publishes multiple times each week. Subscribe on Apple Podcasts or Spotify.
View all episodes
By Evergreen Podcasts
4.7
8383 ratings
The relationship managers who resisted AI the hardest became its biggest advocates the first time it made them a hero in front of a client.
Recorded live at nSight in Charlotte, Jim Marous talks with Jillian Boyle, SVP at WaFd Bank, and Will Jung, CTO of nCino, about arming front-line bankers rather than automating them. WaFd, with nearly $30 billion in assets, put an app in its bankers’ hands and gave them back the time they used to lose to administrative work.
Boyle believes that while change management was an important part of the journey, banker adoption accelerated once teams saw how AI could help them better serve clients.
In this episode:
• Why WaFd gave its bankers AI tools and data instead of trying to replace them
• The moment skeptical bankers flip from resistance to adoption
• Why every banking problem does not need a large language model
Recorded at nSight, sponsored by nCino, with research access linked below. Banking Transformed, hosted by Jim Marous, publishes multiple times each week. Subscribe on Apple Podcasts or Spotify.
More shows like Banking Transformed with Jim Marous
View all
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
3,341 Listeners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
540 Listeners
The McKinsey Podcast
407 Listeners
Odd Lots
1,971 Listeners
The Knowledge Project
2,700 Listeners
The a16z Show
1,096 Listeners
HBR IdeaCast
152 Listeners
Founders
2,174 Listeners
Masters of Scale
3,975 Listeners
I've Heard That Song Before
15 Listeners
Big Audacious Idea
15 Listeners
The Sound of Movies
8 Listeners
Practical AI
208 Listeners
Inside the Strategy Room
169 Listeners
The Story of Money
228 Listeners
Cheer: A Holiday Podcast
11 Listeners
Thoughts on the Market
1,304 Listeners
The RR Show | Reddit Stories Narrated
390 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,195 Listeners
Behind the Doc
13 Listeners
Weddings Unveiled with Leah Haslage
12 Listeners
Press Box Access: A Sports History Podcast
59 Listeners
Cult Brand Secrets
1 Listeners
Crime Capsule
21 Listeners
Black & White with Stephen Dorsey
3 Listeners
How Music Can Save Your Life
8 Listeners
Pit Pass F1
12 Listeners
The Economics Show
138 Listeners
A Very Fine House
16 Listeners
Hardly Working
5 Listeners
Litigate with Insight: The LMI Podcast
0 Listeners
Biz Talk Today TV
0 Listeners
Pit Pass NASCAR
4 Listeners
Passions & Prologues
28 Listeners
The Things I Thought About When My Body Was Trying to Kill Me
24 Listeners