Small business owners rely on digital tools to run their businesses, but how does their banking experience measure up? In this episode, hear real-world stories from business owners with diverse needs as they describe their experiences and challenges, and hear from financial institutions that are taking these needs to heart.

Related Links

[Blog] Small Business Tools, Tactics, and Transformation https://hub.q2.com/resources/col/pf/small-business-tools-tactics-and-transformation?pflpid=61254&pfsid=62E2iBv4Jj

[On-Demand Webinar] Why and How to Become the Business Hub for Your SMB Customers https://hub.q2.com/resources/col/pf/why-and-how-to-become-the-business-hub-for-your-smb-customers-2?pflpid=61254&pfsid=62E2iBv4Jj

[LinkedIn] Ben Cash https://www.linkedin.com/in/ben-cash-03312292/

[LinkedIn] Katrina Leach https://www.linkedin.com/in/katrinaleachufcu/

[LinkedIn] Shon Cass https://www.linkedin.com/in/scasstsb/

[LinkedIn] Thomas Eorgan https://www.linkedin.com/in/thomaseorgan/

In this episode of The Purposeful Banker, Corey Gross from Q2 and Louann Habenicht from Susser Bank discuss how AI is being used to battle the ongoing check fraud problem. They walk through how positive pay has evolved, how machine learning fits into the process, and what it takes to build not just a tool, but a broader fraud prevention strategy that actually works in the real world.

Related Links

[Website] Q2 positive pay solution https://www.q2.com/products/risk-and-fraud-management/positive-pay-and-account-reconciliation

[LinkedIn] Corey Gross https://www.linkedin.com/in/coreygross/ 

[LinkedIn] Louann Habenicht https://www.linkedin.com/in/louann-habenicht-55392717/ 

[Survey] q2.com/podsurvey https://qtwo.co1.qualtrics.com/jfe/form/SV_eWd84WStnuoZSXY 

Most banks know they should revisit their treasury pricing annually—but few actually do. Why? Because the process is so complex, manual, and error-prone that it often gets pushed aside. In this episode of The Purposeful Banker, we talk with Todd Klapprodt from Q2 about the real cost of doing nothing, why annual repricing is more strategic than you think, and how automation can unlock both efficiency and growth.

Related Links [LinkedIn} Todd Klapprodt https://www.linkedin.com/in/tklapprodt/

[Website] Q2 PrecisionLender https://www.q2.com/products/relationship-pricing-and-profitability

What if we could digitize the end-to-end journey for small businesses? What would that look like, and what would we need to take into consideration? This panel discussion from the CONNECT 25 customer conference tackled that question and revealed some big opportunities to serve this segment better.

Related links:

[Blog] https://hub.q2.com/blog/serving-small-businesses-starts-with-listening-to-them

[LinkedIn] Dean Jenkins https://www.linkedin.com/in/dean-jenkins-4b69438/ 

[LinkedIn] Deidre Barret https://www.linkedin.com/in/diedre-barret-75a77110/ 

[LinkedIn] Ryan Hill https://www.linkedin.com/in/ryanbhill/ 

[LinkedIn] Kevin Miyamoto https://www.linkedin.com/in/kevinmiyamoto/ 

[Survey] q2.com/podsurvey https://qtwo.co1.qualtrics.com/jfe/form/SV_eWd84WStnuoZSXY

What do upper middle market and large corporate clients really need from their financial institutions? Get the inside scoop from industry experts and banking leaders as they draw from recent research and real-world experiences to discuss market trends, competitive dynamics, and the evolving expectations of sophisticated commercial clients.

Related Links

[Blog] Leveraging the Power Trio of Serving Large Commercial Clients https://hub.q2.com/blog/leveraging-the-power-trio-of-serving-large-commercial-clients

Dean's LinkedIn: https://www.linkedin.com/in/dean-jenkins-4b69438/

Christine's LinkedIn: https://www.linkedin.com/in/christine-barry-2852351/

Alan's LinkedIn: https://www.linkedin.com/in/koenigsberg/

Chad's LinkedIn: https://www.linkedin.com/in/chadparramore/

Rob's LinkedIn: https://www.linkedin.com/in/rob-n-5642541a2/

Hey listeners! Take our podcast survey to help us choose the content and conversations you'll find most beneficial. Only 10 questions: q2.com/podsurvey

In this episode, John Min, chief economist at Monex USA, joins the podcast to talk about how community banks are missing out on an opportunity to strengthen business relationships while impacting the bottom line by not offering foreign exchange services.

Related Links:

Q2 Innovation Studio: https://www.q2.com/products/digital-banking/innovation-studio

Monex: https://monexusa.com

John's LinkedIn: https://www.linkedin.com/in/john-min-4941634/

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey 

In this episode of The Purposeful Banker, Sara Seguin from Alloy joins Jim Young to talk about the increasing threat of account takeover and email compromise and how financial institutions can help their business customers fight back.

Related Links

Sarah's LinkedIn https://www.linkedin.com/in/saraseguin/

Ongoing Fraud Monitoring from Q2 https://hub.q2.com/product-overview/ongoing-fraud-monitoring

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey 

In this episode, Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework.

Related Links

Small Business Strategy Scorecard: https://hub.q2.com/whitepapers/small-business-strategy-scorecard

Dave's LinkedIn: https://www.linkedin.com/in/david-brebner-9a2543/

Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization’s Instant Payments Cookbook, who needs to read it, and how it came together.

Related Links:

The Instant Payments Cookbook (Use promo code Q22025 for discount)

PaymentsFirst website

Mary's LinkedIn

Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercial business in the current financial landscape.

Related Links

[Webinar] The Commercial Banking War Room: Tactics That Win

[Survey] The Purposeful Banker listener survey