The Financial Experience Podcast for Banks, Credit Unions, and Fintech

Doug and Hunter sat to talk about all things social media, content, digital advertising and how he's building a platform to connect the dots of organic and paid social media management.

One of the key aspects of Doug's company focus is to "harness the collective horsepower of the employees that work at a financial institution," giving them the ability to showcase thought leadership on financial matters in a compliant manner.

With an influx of competitors over the last decade, how does an online student marketplace lender stand out? CommonBond lives a commitment to customer service and also focuses on "doing good while [CommonBond does] well." Every loan that is funded on the platform also helps fund the education of a child in need via a partnership with Pencils of Promise.

Pete Wylie, COO of CommonBond, discusses "two sides to scale, customer and capital" and how their company has creating a clear value proposition and a great experience.

Why aren't these "beautiful, frictionless [finance] tools not impacting" our lives? Uday, living the life of a California millennial had an epiphany a few years ago when he realized all of the various financial tools he thought would make him a better steward of his financial life weren't working.

Anne Legg has worked with over 600 credit union leaders and learned a lot along the way. So much so that she wrote a book (Big Data / Big Climb)! She breaks down what it takes to transform your organization's data on the latest episode.

Sue Woodard, Chief Customer Officer at Total Expert, joined the Financial Experience Podcast to discuss how she sees trust-building continuing to evolve in the financial world.

We discussed what a blend of strong leadership and practical use of data can do for an organization and how organizations can use software to augment (not abrogate) the human touch in banking.

The odds can be stacked against you. Rouvaun Walker, CEO of Mortgage company PHINANCEUS, joined the Financial Experience Podcast to discuss his career as a financial professional, the start of his new company, and what he sees as the keys to make the latest outpouring of support for Black Lives Matter turn into lasting change.

If financial services companies are serving an average of 600 customers per employee, is there an opportunity to improve that?

"Absolutely," says Joe Salesky, CEO of the popular financials services CRM platform, CRMNEXT.

Our latest podcast explores a little internet and tech history (did you know Joe helped build the first web videoconferencing solution nearly 25 years ago?), a fascinating discussion on the evolution of CRM solutions, and what principals can lead banks and credit unions to true digital transformation.

If you've ever worked in bank operations, you've probably shaken an angry fist toward your core provider.

The latest podcast helps break down how you should view your organization's platform, where to strike a balance between self-service and personal service, and provides a few examples of progressive banks challenging some long-held assumptions.

On the latest podcast, Tammy breaks down how she's evolved the Fidelity brand in her time as CMO, how she's leveraged opportunities afforded from the PPP loan program, and shares a few thoughts on some of the best places to eat in New Orleans.

Not everyone thinks "I'm going to be a banker when I grow up." Natalie Bartholomew is the exception. At a young age, she knew she wanted to be in banking, but she didn't know that career would unlock opportunities to connect and empower bankers across the country.

Building a brand, new operational departments, and new technology within a $500M+ asset community bank in northwest Arkansas isn't easy. But, doing all of that while being a mother to two boys and building a nationally-recognized women's empowerment platform (The Girl Banker), it goes without saying that banking has given Natalie as much back as she has poured into the industry.