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The Human Touch in a Tech-Driven Banking World With Walt Postlewait
Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business?
In this episode of The Agent of Wealth, host Marc Bautis is joined by Walt Postlewait, a longtime banking and credit risk leader with more than 20 years of experience in commercial lending, financial innovation, and access to capital. Walt is the Co-Founder of Portfolio Watch and Chief Credit Officer at MStreetX, and over his career he has helped deploy more than $600 million to support small businesses, real estate, and economic development.
Together, Marc and Walt unpack the evolving role of bankers, why relationships still matter in lending, and how community banks continue to play a critical role for business owners — even in an increasingly digital world.
In this episode, you will learn:
- Why small business owners still need a banker — and why that relationship should be built long before you need a loan.
- The key differences between community banks, national banks, and digital platforms, and where each one has an edge.
- How community banks evaluate loans differently, including why local decision-making and business context can change outcomes.
- How technology and AI are improving the lending process, from fraud detection to smarter loan monitoring after funding.
- What business owners should focus on to work on their business, not just in it, and why strategic thinking impacts long-term value.
- And more!
Tune in for a practical, behind-the-scenes look at how lending decisions are really made, why relationships still matter in finance, and how business owners can position themselves for smarter, more flexible access to capital — even as banking continues to evolve.
Resources:
Episode Transcript & Blog | Walt Postlewait on LinkedIn | Portfolio Watch on LinkedIn | portfoliowatch.co | Email: [email protected] | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc
View all episodes
By Marc Bautis
5
2626 ratings
Do you really need a banker in an era of digital banking, AI, and one-click financial tools? And if so, what kind of banker actually makes a difference for your business?
In this episode of The Agent of Wealth, host Marc Bautis is joined by Walt Postlewait, a longtime banking and credit risk leader with more than 20 years of experience in commercial lending, financial innovation, and access to capital. Walt is the Co-Founder of Portfolio Watch and Chief Credit Officer at MStreetX, and over his career he has helped deploy more than $600 million to support small businesses, real estate, and economic development.
Together, Marc and Walt unpack the evolving role of bankers, why relationships still matter in lending, and how community banks continue to play a critical role for business owners — even in an increasingly digital world.
In this episode, you will learn:
- Why small business owners still need a banker — and why that relationship should be built long before you need a loan.
- The key differences between community banks, national banks, and digital platforms, and where each one has an edge.
- How community banks evaluate loans differently, including why local decision-making and business context can change outcomes.
- How technology and AI are improving the lending process, from fraud detection to smarter loan monitoring after funding.
- What business owners should focus on to work on their business, not just in it, and why strategic thinking impacts long-term value.
- And more!
Tune in for a practical, behind-the-scenes look at how lending decisions are really made, why relationships still matter in finance, and how business owners can position themselves for smarter, more flexible access to capital — even as banking continues to evolve.
Resources:
Episode Transcript & Blog | Walt Postlewait on LinkedIn | Portfolio Watch on LinkedIn | portfoliowatch.co | Email: [email protected] | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc