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

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 

This episode, featuring Dave Brebner from Q2 Strategic Advisory Services, is the first of a two-part series that details how financial institutions can boost their small business strategy -- or any portfolio strategy -- based on a proven success framework.

Related Links

Small Business Strategy Scorecard

Dave's LinkedIn

Cheryl's LinkedIn

In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report.

[Report] Alloy's 2025 State of Fraud Report

[LinkedIn] Sara Seguin

[Solution Information] Q2/Alloy

Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses.

Register for March 13 webinar: Fraud Orchestration: Staying A Step Ahead of Financial Fraudsters

Jim Mortensen's LinkedIn

The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact.

Related Links

Caroline's LinkedIn

Filene Research Institute on LinkedIn

[Podcast Series] Experience Factor with Jim Marous

[Webinar with CUInsight] Innovation for the Win: How Cyprus Credit Union Uses Data to Improve Lives

[White Paper] Q2 Engage: Building Lifetime Relationships With Dynamic Personal Experiences

The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to help business customers battle payments fraud and how it has shaped cutomer relationships.

Related Links:

[2024 Datos Report] The Opportunity Your FI Is Missing by Not Effectively Selling Positive Pay

Christine Held on LinkedIn

Jessica Salerno on LinkedIn

Cheryl Brown on LinkedIn

Bank of Ann Arbor on LinkedIn

In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commercial Banking report, preview some of the takeaways in this year's report, which is based primarily on the proprietary pricing data in Q2 PrecisionLender.

[Webinar] 2025 State of Commercial Banking

This week’s The Purposeful Banker shares Tania Katan’s talk from the 2024 BankOnPurpose executive leadership conference, where she demonstrated how creativity and humanity drive passion and innovation—even in the banking industry.

[Website] BankOnPurpose

[LinkedIn] Tania Katan

[Ted Talk] Giselle Mota

In this episode of The Purposeful Banker, we share Sam Maule’s keynote from the 2024 BankOnPurpose executive leadership conference, where he likened the pressurized environment of a submarine to the pressures of the banking industry.

Related Links

BankOnPurpose

Sam's LinkedIn

The Purposeful Banker welcomes Matt Ross from Accenture to talk about how small businesses’ banking needs have changed and how financial institutions are responding.

Related links:

[Dec. 9 Webinar] The Future of SMB Banking: Partnership and Innovation

Matt's LinkedIn