# financial institution (audio feeds) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover financial institution. Page: Feed: --- ## [Organic Growth is Within Your Daily Reporting](https://thefinancialbrand.com/banking-podcasts) _2026-08-19 · Banking Transformed with Jim Marous_ Organic Relationship Growth is Easier Than Prospecting and Available Daily Your cheapest growth engine is the customer whose transaction history you're already holding. Every month, your customers' accounts send money out to banks, brokerages, mortgage companies, auto lenders and installment lenders. At the customer level, that's a flow of funds analysis: where money enters, where it leaves, and… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS6995790288.mp3) ## [What Technology Can't Fix](https://thefinancialbrand.com/banking-podcasts) _2026-08-18 · Banking Transformed with Jim Marous_ Lay a new core over a broken process, and the process just runs faster. Darius Wise told his staff the credit union was not good at what it did. Red Rocks was coming off two years of net losses, a core conversion was underway, a merger had just fallen apart, and the board was turning over. Darius spent two decades as a pastor before financial services. He joined Red Rocks as Chief Impact Officer,… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS7407108911.mp3) ## [The Credit Moment Banks Keep Missing](https://thefinancialbrand.com/banking-podcasts) _2026-08-17 · Banking Transformed with Jim Marous_ Banks and credit unions rate higher than the fintechs on buy now, pay later. J.D. Power scores bank programs at 704 for customer satisfaction, compared with 603 for fintechs. Almost none of the spending is ours. The gap is timing. Our pay later arrives after the purchase, the fintechs own the purchase itself, and the moments a customer needs money the most, the emergency repair or the gap before… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS2239897914.mp3) ## [Why Your Next CEO Needs More Than Tenure](https://thefinancialbrand.com/banking-podcasts) _2026-08-12 · Banking Transformed with Jim Marous_ Deep institutional experience isn't enough for the job ahead. New thinking alone isn't either. Your next CEO has to bring both. CEOs in financial services stay in the seat about 9 years, longer than almost any other industry, at the exact moment AI, data, and new competitors are rewriting what the job requires. Yet only 9% of banks have identified a CEO successor with a timeline and a plan of… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS5035398735.mp3) ## [How to Maximize Relationship Depth](https://thefinancialbrand.com/banking-podcasts) _2026-08-11 · Banking Transformed with Jim Marous_ A new account costs a bank or credit union over $400 to win, yet more than 40% go inactive within the first year. In this episode of Banking Transformed, Jim Marous talks with Har Rai Khalsa, co-founder and CEO of Swaystack, about closing the gap between account opening and account activation. Har Rai explains why the first 30 to 60 days decide primacy, why onboarding has to be product-specific,… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS2583406422.mp3) ## [The Insight Gap Inside Your Bank](https://thefinancialbrand.com/banking-podcasts) _2026-08-10 · Banking Transformed with Jim Marous_ Your bank knows the customer. The employee sitting across from that customer usually does not. Banks and credit unions have spent millions learning about the people they serve, then built an access model that keeps most of what they know away from the employees responsible for those relationships. New research from MIT's Center for Information Systems Research finds that only 28% of employees… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS8063511823.mp3) ## [The Branch as a Digital Growth Engine](https://thefinancialbrand.com/banking-podcasts) _2026-08-05 · Banking Transformed with Jim Marous_ Branch networks in the United States are growing again, yet only 9% of consumers name branches as their preferred way to bank. Both facts are true because the branch’s job has changed from acquiring new customers to deepening relationships with the institution's existing customers. Jim Marous examines what the largest banks are actually doing with physical distribution. Chase reports that half of… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS6968498746.mp3) ## [Banking 2050: Who Owns the Customer?](https://thefinancialbrand.com/banking-podcasts) _2026-08-04 · Banking Transformed with Jim Marous_ Nick Cowell, Principal and US retail banking leader at Deloitte, joins Jim Marous to unpack the firm's new series, 2050: Banking Beyond, and the question at its center: in 25 years, will banks still own the customer relationship? They get into why that relationship is the asset most at risk as AI agents, embedded finance, and open banking move engagement outside the bank's walls, why banks know so… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS9197269734.mp3) ## [What You Can't Buy From a Solution Provider](https://thefinancialbrand.com/banking-podcasts) _2026-08-03 · Banking Transformed with Jim Marous_ The platform may have been designed to transform the institution, but often, the institution ends up redesigning the platform instead. Two institutions purchase the same digital account opening platform from the same provider. One can open accounts in just 3 minutes, while the other takes at least 9 minutes because it still requires a legacy ID step within the new technology. The provider and the… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS1269465638.mp3) ## [How Nubank Could Reprice U.S. Deposits](https://thefinancialbrand.com/banking-podcasts) _2026-07-29 · Banking Transformed with Jim Marous_ Nubank can change the economics of deposits that it has never won. The Brazilian digital bank has conditional approval for a U.S. national bank charter and plans to open by 2027, and most coverage is asking whether it can take a meaningful share of the market from American institutions. Jim Marous gives the pragmatic take: Share is the wrong thing to watch. Nubank built more than 130 million… [Listen](https://www.podtrac.com/pts/redirect.mp3/chrt.fm/track/A27C8C/traffic.megaphone.fm/PLAS9233753993.mp3) ## [Marketplace for AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/guNL3r3g3XcY) _2026-07-29 · **Sponsored**_ Find professionals who use ChatGPT, Copilot, and Claude to deliver work faster. ## Is Your Bank’s Leadership Bench Ready? _2026-07-28 · Banking on Community: A Podcast for Community Bankers_ A strong succession plan requires more than identifying names on a page. Mika Moser, founder and CEO of At C Level Consulting Group, joins Banking on Community to discuss how banks can assess leadership readiness, develop high performers and prepare teams for technology-driven change. She also explores the role culture, curiosity and clear communication play in attracting talent and building a… [Listen](https://www.buzzsprout.com/176827/episodes/19565872-is-your-bank-s-leadership-bench-ready.mp3) ## [How Banks Are Redefining Speed, Risk, and Customer Experience](https://soundcloud.com/user-454147362-36519742/how-banks-are-redefining-speed) _2026-07-21 · ProSight Banking Strategies_ In this sponsored episode of the ProSight Banking Strategies Podcast, Moody’s banking industry practice lead Chris Stanley discusses why the future of banking depends on delivering faster, more accurate financing and risk decisions without sacrificing safety. He explores how AI, data modernization, and integrated risk signals are helping banks break down silos, improve customer experiences, and… [Listen](https://feeds.soundcloud.com/stream/2365375004-user-454147362-36519742-how-banks-are-redefining-speed.mp3) ## [Fighting Smarter Fraud: Learning to Navigate an AI-Driven Threat Landscape](https://soundcloud.com/user-454147362-36519742/fighting-smarter-fraud) _2026-06-25 · ProSight Banking Strategies_ As fraudsters harness AI to automate and personalize attacks, financial institutions face a rapidly evolving threat landscape. This episode of the ProSight Banking Strategies podcast explores how banks can respond with layered defenses, smarter analytics, and disciplined governance. [Listen](https://feeds.soundcloud.com/stream/2346415937-user-454147362-36519742-fighting-smarter-fraud.mp3) ## [Thinking Outside the Checkbox: Optimizing Compliance for a Complex Environment](https://soundcloud.com/user-454147362-36519742/thinking-outside-the-checkbox) _2026-06-16 · ProSight Banking Strategies_ In this episode of the ProSight Banking Strategies podcast, ProSight’s Product Manager for Risk and Compliance Amy Repp and Product Manager for its Policy Manager Solution Chris Boersma break down findings from the 2026 Compliance Outlook Survey. They discuss how an easing of federal regulation is part of a larger, complex compliance landscape. They explore how banks and credit unions are… [Listen](https://feeds.soundcloud.com/stream/2340586469-user-454147362-36519742-thinking-outside-the-checkbox.mp3) ## [More Teammate Than Technology: How Agentic AI Will Transform Banking](https://soundcloud.com/user-454147362-36519742/more-teammate-than-technology) _2026-06-09 · ProSight Banking Strategies_ In this episode of the ProSight Banking Strategies podcast, Lindsay Soergel explores how financial institutions can move beyond viewing AI as a tool and instead embrace it as a true “digital teammate,” reshaping workflows, leadership, and organizational culture. The conversation highlights why the real value of AI lies in amplifying human capability—unlocking faster performance, better customer… [Listen](https://feeds.soundcloud.com/stream/2336209082-user-454147362-36519742-more-teammate-than-technology.mp3) ## From Clicks to Conversations: How AI is Reshaping Account Holder Engagement _2026-06-04 · Banking on Community: A Podcast for Community Bankers_ For decades, digital banking has been built around clicks, menus, and workflows. But AI is changing that, creating banking experiences built around conversation, context, and intent. In this episode of Banking on Community, we sit down with Chris Cox, General Manager of Digital Engagement Solutions at CSI, and Daniel Haisley, CSI's Chief Data & AI Officer, to discuss how conversational banking is… [Listen](https://www.buzzsprout.com/176827/episodes/19294587-from-clicks-to-conversations-how-ai-is-reshaping-account-holder-engagement.mp3) ## [The Expansion of State-Level Regulation—and What It Means for Compliance](https://soundcloud.com/user-454147362-36519742/the-expansion-of-state-level) _2026-06-02 · ProSight Banking Strategies_ This episode explores how U.S. states are taking a more active role in financial services regulation as federal oversight shifts, creating a complex and evolving patchwork of rules for banks and credit unions. Lynne Johnston of Huron shares practical strategies for navigating this environment, from simplifying compliance approaches to building better monitoring and early-warning systems. [Listen](https://feeds.soundcloud.com/stream/2332268939-user-454147362-36519742-the-expansion-of-state-level.mp3) ## [Gen X: The Quiet Force Behind Banking Opportunities](https://soundcloud.com/user-454147362-36519742/gen-x-the-quiet-force-behind) _2026-06-02 · ProSight Banking Strategies_ In this sponsored episode, experts from Jack Henry and Nuuvia unpack why Generation X—often overlooked between larger cohorts—is actually a critically important segment in banking today, serving as the financial “bridge” between aging parents and younger generations. They explore how Gen X’s pressures—managing peak earning years alongside caregiving responsibilities, retirement concerns, and… [Listen](https://feeds.soundcloud.com/stream/2332205711-user-454147362-36519742-gen-x-the-quiet-force-behind.mp3) ## [Failure Analysis: How Banks Can Turn Adversity Into Advantage](https://soundcloud.com/user-454147362-36519742/failure-analysis-how-banks-can) _2026-05-28 · ProSight Banking Strategies_ Failure isn’t just something to avoid—it’s something to study. This episode dives into how banks can turn past adversity into a competitive edge through structured analysis, better decision-making, and a shift from reactive to proactive risk management. [Listen](https://feeds.soundcloud.com/stream/2328971021-user-454147362-36519742-failure-analysis-how-banks-can.mp3) ## How to reduce your tax burden when selling an RIA firm _2026-05-26 · Bank on Wipfli_ In this episode of Bank on Wipfli, host Robert Zondag sits down with Dan Pastron and Cory Vargo, tax partners at Wipfli, to discuss how registered investment advisors can structure the sale of their firm to maximize after-tax value. Together, they explore critical tax and structuring considerations for RIA transactions, including: The impact of legal entity structure — asset vs. stock sales, and… [Listen](https://www.buzzsprout.com/2434709/episodes/19160032-how-to-reduce-your-tax-burden-when-selling-an-ria-firm.mp3) ## [Install Manifest V3 Extension (Sponsored)](https://crawlproof.com/a/olqn3c9AXTzw) _2026-05-26 · **Sponsored**_ Get this Manifest V3 extension from the official TronBrowser Store listing. ## [Winning-and Keeping-Gen Z Customers](https://soundcloud.com/user-454147362-36519742/winning-and-keeping-gen-z) _2026-05-18 · ProSight Banking Strategies_ Gen Z is rapidly reshaping the future of banking, bringing digital-first expectations, evolving loyalty patterns, and a growing reliance on AI-driven financial tools. In this episode, we explore how banks and credit unions can meet these changing demands—while staying relevant, trusted, and competitive in a fast-moving landscape. [Listen](https://feeds.soundcloud.com/stream/2323122425-user-454147362-36519742-winning-and-keeping-gen-z.mp3) ## Reclaiming Small Business Banking (Live at CX26) _2026-04-28 · Banking on Community: A Podcast for Community Bankers_ Catch the latest Banking on Community episode to learn how community banks can reclaim small business relationships by embedding payments, tapping into operational data and becoming part of their everyday workflows. Thanks for listening! Feel free to submit questions on X or LinkedIn using #BankingonCommunityPod and give us a follow! LinkedIn X Facebook YouTube [Listen](https://www.buzzsprout.com/176827/episodes/19090325-reclaiming-small-business-banking-live-at-cx26.mp3) ## Building strong compliance programs _2026-04-27 · Bank on Wipfli_ In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management, including: The role of outsourced and fractional compliance support , and how institutions can leverage outside expertise to fill gaps,… [Listen](https://www.buzzsprout.com/2434709/episodes/18970970-building-strong-compliance-programs.mp3) ## [The Instant Payments Decision: Choosing a Strategy in a Fragmented Faster‑Payments World](https://soundcloud.com/user-454147362-36519742/the-instant-payments-decision) _2026-03-27 · ProSight Banking Strategies_ In this episode of the ProSight Banking Strategies Podcast, Frank Devlin speaks with Mark Majeske, SVP of Faster Payments at Alacriti, about the rapid evolution of instant payments in the U.S. banking system. They explore where real-time payments stand today, comparing RTP and FedNow adoption, usage patterns, and growth prospects. Majeske explains why customer expectations—such as 24/7 access,… [Listen](https://feeds.soundcloud.com/stream/2291679452-user-454147362-36519742-the-instant-payments-decision.mp3) ## High Touch, High Tech: Concierge Banking with Mary Usategui _2026-03-10 · Banking on Community: A Podcast for Community Bankers_ What does “concierge banking” actually look like in practice? Mary Usategui, President and CEO of BankMiami, joins Banking On Community to talk about relationship-driven service, smart growth, and why community banks still have a real edge with business customers. Along the way, she shares her stories on building a bank, testifying before Congress, and how St. Patrick’s Day might have just set… [Listen](https://www.buzzsprout.com/176827/episodes/18825188-high-touch-high-tech-concierge-banking-with-mary-usategui.mp3) ## How will wealth management change in 2026? _2025-12-30 · Bank on Wipfli_ How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up. Listen for a rundown on… [Listen](https://www.buzzsprout.com/2434709/episodes/18326750-how-will-wealth-management-change-in-2026.mp3) ## [Segmented Service, Stronger Impact](https://www.wipfli.com/insights/podcasts/develop-customer-segments-in-banking) _2025-11-18 · Bank on Wipfli_ Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a strong banking relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced… [Listen](https://www.buzzsprout.com/2434709/episodes/18083653-segmented-service-stronger-impact.mp3) ## Spooky Stories, Real Threats: Talking Cybersecurity with Steve Sanders _2025-10-17 · Banking on Community: A Podcast for Community Bankers_ It’s spooky season on Banking on Community —and nothing’s scarier than cyber threats. Saxon and Brett are joined by CSI’s own CSIO and CRO, Steve Sanders , to talk deepfakes, voice cloning, and why you should probably think twice before scanning that random QR code. From AI-driven fraud to Steve’s secret “SAUCE” for staying secure, this episode will keep you informed... and paranoid enough to… [Listen](https://www.buzzsprout.com/176827/episodes/18024059-spooky-stories-real-threats-talking-cybersecurity-with-steve-sanders.mp3) ## [Navigating the role of cards within payment platforms](https://soundcloud.com/user-454147362-36519742/navigating-the-role-of-cards) _2025-10-01 · ProSight Banking Strategies_ Primax’s VP of Product and Client Strategy Joe Schmithorst explains why smarter credit and debit card strategies should evolve alongside upgrades for payment platforms. [Listen](https://feeds.soundcloud.com/stream/2179985031-user-454147362-36519742-navigating-the-role-of-cards.mp3) ## In Tune with Leadership: a Conversation with CEO Nancy Langer _2025-09-26 · Banking on Community: A Podcast for Community Bankers_ In this episode of Banking on Community , hosts Saxon, Tara, and Brett sit down with CSI President and CEO Nancy Langer for a conversation about her path into fintech, vision for community banking, focus on customers, and the future she sees for CSI. She also shares the personal side of her story, from her Wisconsin roots and loyalty to the Packers, to the playlists that keep her moving. Tune in… [Listen](https://www.buzzsprout.com/176827/episodes/17911407-in-tune-with-leadership-a-conversation-with-ceo-nancy-langer.mp3) ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/RufkeKuzZ9sL) _2025-09-26 · **Sponsored**_ Earn rewards when friends get the Graphite Business Card through your referral. ## Smarter insurance filing — Maximize tech and talent _2025-09-23 · Bank on Wipfli_ Insurance companies face significant challenges in keeping up with changes in statutory requirements amid intensifying workforce pressures. Learn about key evolving issues affecting your filings: The growing talent gap in statutory accounting, driven by retirements and limited new entrants to the field The role of technology in streamlining workflows , improving collaboration and delivering… [Listen](https://www.buzzsprout.com/2434709/episodes/17790855-smarter-insurance-filing-maximize-tech-and-talent.mp3) ## From Mutton Busting to M&A: A Wild Ride in Community Banking _2025-08-22 · Banking on Community: A Podcast for Community Bankers_ This episode of Banking on Community takes you from rodeo arenas to regulatory shake-ups. Our hosts kick things off with summer stories (yes, even mutton busting) before diving into the industry’s biggest headlines: the retraction of the 1033 rule, the GENIUS Act’s stablecoin framework, and a record-setting surge in M&A activity. Plus, we shine a spotlight on innovative community banks like Her… [Listen](https://www.buzzsprout.com/176827/episodes/17713846-from-mutton-busting-to-m-a-a-wild-ride-in-community-banking.mp3) ## Podcast: Breaking the Security-Convenience Seesaw _2025-07-29 · Bank on Wipfli_ How can companies deliver secure digital customer experiences without sacrificing customer convenience? In this episode of Bank on Wipfli, we explore how organizations can break the traditional trade-off between security and ease of use in digital workflows. Wipfli’s Robert Zondag, partner, talks with Tracy Fox, co-founder and chief revenue officer of Botdoc, about the future of secure customer… [Listen](https://www.buzzsprout.com/2434709/episodes/17545515-podcast-breaking-the-security-convenience-seesaw.mp3) ## Banking on AI? How to Navigate the Early Stages ft. Kate Drew _2025-07-23 · Banking on Community: A Podcast for Community Bankers_ In this episode of Banking on Community, hosts Saxon Prater and Tara Schultz sit down with Kate Drew (Head of Research at CCG Catalyst) to dive into the real‑world impact of AI on community banks. Together, they explore the realities and possibilities, sharing practical ways institutions can boost internal efficiency today and lay the groundwork for future innovations, all while staying strategic… [Listen](https://www.buzzsprout.com/176827/episodes/17552835-banking-on-ai-how-to-navigate-the-early-stages-ft-kate-drew.mp3) ## Navigating Private Equity: Trends, Challenges, and Future Outlook in 2025 _2025-06-24 · Bank on Wipfli_ [Listen](https://www.buzzsprout.com/2434709/episodes/17275470-navigating-private-equity-trends-challenges-and-future-outlook-in-2025.mp3) ## Definitely Not Deepfaked: Banking Buzz and Boxing Gloves _2025-05-28 · Banking on Community: A Podcast for Community Bankers_ In this episode of Banking on Community , our hosts Saxon, Tara, and Brett trade in their boxing robes for microphones as they unpack all the biggest moments from CSI’s annual customer event, CX25. From the glitter of the Diamond Jubilee to the buzz around new fraud detection tools like TruProtect and partnerships like Wave CX, they share insider stories, customer feedback, and a healthy dose of… [Listen](https://www.buzzsprout.com/176827/episodes/17236431-definitely-not-deepfaked-banking-buzz-and-boxing-gloves.mp3) ## Live at CX25: Digital Banking ft.Javelin _2025-05-08 · Banking on Community: A Podcast for Community Bankers_ Tired of clunky banking apps and wondering why big fintechs keep winning? Live from CX25, digital banking veteran Emmett Higdon —Director of Digital Banking at Javelin Strategy & Research —reveals why: most FIs never climb past the first rung of the digital-maturity ladder. With 30 years in the financial game, he dives into the evolution of digital banking, the power of embedded solutions, and… [Listen](https://www.buzzsprout.com/176827/episodes/17118398-live-at-cx25-digital-banking-ft-javelin.mp3) ## Harnessing AI in Financial Services: Insights from Wescom Credit Union _2025-05-08 · Bank on Wipfli_ When should financial institutions look to integrate AI into their operations, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for AI use in the industry, with a focus on security and user experience. Wipfli’s Robert Zondag , partner, and Matt Sabo , director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI… [Listen](https://www.buzzsprout.com/2434709/episodes/16977405-harnessing-ai-in-financial-services-insights-from-wescom-credit-union.mp3) ## Farm Finance Focus: Leveraging Data in Agricultural Lending _2025-02-25 · Bank on Wipfli_ With many agricultural lenders aging out, there is a talent shortage within agricultural lending. This shortage emphasizes the need for more automation and AI to reduce support tasks and allow lenders to focus on true risk management and better productivity. In this episode of Bank on Wipfli, we dig into the role of AI and automation in modernizing the world of agricultural lending. Special guest… [Listen](https://www.buzzsprout.com/2434709/episodes/16563653-farm-finance-focus-leveraging-data-in-agricultural-lending.mp3) ## Revolutionizing FS: AI, Personalization, and Security _2025-01-28 · Bank on Wipfli_ How can financial services organizations integrate AI into their operations to enhance customer experience while ensuring safety and compliance? In this episode of Bank on Wipfli, we explore the rise of AI in the financial sector, with a focus on delivering seamless client interactions while maintaining data security. Special guest Ben Nichols, co-founder and head of product at Directlink and data… [Listen](https://www.buzzsprout.com/2434709/episodes/16376413-revolutionizing-fs-ai-personalization-and-security.mp3)