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

Jeff and Hunter discuss the evolution of bank financial performance measurement and what bank executive teams should be looking toward as they evaluate their organization's financial performance in this time of uncertainty. The slow evolution from a pure price focus to a more holistic view of customer acquisition and retention has hampered some institutions, but there are signs that a new age of executive leadership is changing the course.

Digital transformation continues to loom large over the financial sector. But, what's the recipe for success? Allison Netzer joins us on the latest podcast to discuss how banks and credit unions can pursue a "layered approach" to a stronger digital organization.

How does your bank or credit union create a digital technology that aligns with your larger brand narrative? Allison and Hunter break it down on the latest podcast.

Just because you are a smaller bank doesn't mean you can't evolve and adapt. Joette and her bank, First State Bank and Trust in Minnesota, prove that.

With only one employee on her team and a small amount of marketing support, how has she served an older clientele, many of whom engaged with FSBT's digital tools for the first time during this crisis? As marketers we sometimes neglect the fundamentals when serving a customer base that may have never engaged a bank's newer digital services. But, Joette's team was able to clearly showcase the "step-by-step" process of using their digital tools, so customers felt more comfortable with the transition.

CRM has often connotes painful feelings from many financial institutions. Failed implementations, slow adoption, or underused features seem to plague these tools from the moment a bank or credit union signs up for the service.

On the latest episode, Ryan and Hunter talk about the evolution of these tools over the last decade and what separates the companies that have a CRM verses the companies (and clients) that benefit from a CRM solution.

In the latest podcast, we covered Liz's expansive role at her bank and how she leverages Renasant's treasure trove of content to teach bankers how to share valuable and fun information with customers and prospects alike. We also discussed her creation of "Rise With Renasant" a women's professional empowerment initiative, for which Liz is determined to mold into a lasting, authentic and representative narrative for women leaders within the bank and within the communities Renasant Bank serves.

Everything changed for ConnectOne Bank in just 36 hours. Fortunately, this progressive community bank in New Jersey and New York City was technologically prepared to move their employees to remote work and continue to serve their clients.

Siya discusses how her team took a proactive approach across their retail network and how they built communication templates for "artificial client(s)" to assist their long-standing "relationship banking model." In a time of crisis, "people just want someone to pick up the phone sometimes," and the ConnectOne team married this spirit of service with their tech-savvy infrastructure to deliver a better experience for their clients.

On our latest episode, Hunter and Ben discuss the evolution of his company, Social Assurance, and how it has changed alongside the rapid evolution of social media in the last decade. As banks and credit unions have dealt with the recent crisis, Ben has seen many of his clients who were well-positioned on these channels, able to quickly disseminate information, but also show vulnerability and authenticity in ways financial institutions had not to-date. This transparency could create a powerful new moment for community financial institutions throughout this crisis and beyond.

In our latest interview, Nicole and Hunter discuss how she became the Chief Marketing Officer for a progressive bank based in southern Massachusetts and how she continues to learn to this day as her bank invests in new technology.

BayCoast Bank's culture, focus on education, and technology investments may seem unusually advanced for a $2 billion asset community bank, but its strategies seem to be paying off, even in times of great crisis.

You don't want to miss this latest podcast.

Kathleen and Hunter discuss all things fintech and savings on our latest episode. Listen to Kathleen describe the evolution of her company, HT Mobile Apps, creators of savings apps Plinqit and Banker Jr, and how she is serving banks and credit unions who want to improve their technology offerings to savings-hungry customers and members.

When she and her team developed Plinqit, and after a study on Millennials and their savings behaviors, Kathleen moved her app toward a "digital customer focus," seeing the types of behaviors and desires for new savings experiences across all ages. She talks through this evolution and how it is becoming even more important in a time of crisis and recession.

Kathleen also provided listeners with invaluable advice on how they can create incremental change and value for their customer and member bases.

Our series on how banks are leading their communities through the COVID-19 crisis continues as we talk to Melissa Beltrame, Chief Marketing Officer at Lead Bank, a community bank based in Kansas City, Missouri.

Listen to Melissa and Hunter talk about Lead Bank's culture, their approach to technology, what she's learned about her approach to communication through a crisis, and how she's finding balance at home with "little humans" around.