BAI Banking Strategies podcast

A weekly podcast that focuses on the key issues impacting financial services leaders. It brings you objective opinions and actionable insights that will help you make smart decisions. Hosted by BAI managing editor Terry Badger.

Terry Badger
Sep 27, 2022

Terri Panhans from Vericast shares her insights on the ways contact centers are evolving as day-to-day banking transactions go increasingly digital.

Two years after the pandemic began, the rush to digital by banks and credit unions continues at a rapid clip. BrightFi's Josh Brown joins us to discuss what digital transformation might look like for smaller financial institutions.

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Climate First Bank founder and CEO Ken LaRoe joins us to talk about his startup institution, its name and its values in the context of broader issues in banking today.

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With all the pressing challenges community banks face, should they also devote brain space to cryptocurrencies? Finastra chief innovation officer Shuki Licht makes his case for why community banks should be focused on crypto now.

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Improving the digital customer experience is a top business challenge for financial services providers. PenFed Credit Union's Gaurav Bhatia and BAI's Terry Badger discuss PenFed's approach to digital CX for its 2.6 million members.

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Millions of Americans are living their lives largely outside the banking system. Lisa Fischer, chief growth and lending officer at Mission Lane, joins us to discuss how data can be used to provide more financial access to the underbanked.

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Vibhas Ratanjee, a specialist in M&A integration from Gallup, discusses the role culture can play in making it more likely that a banking merger will work out according to the dealmakers’ plans.

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Rising inflation joins growing competition and digital disruption as key threats for banking in 2022. Prominent banking analyst Tom Brown tells us why he nonetheless has a rosy outlook for the industry this year.

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Jacquie Hersch from ServiceNow joins us to discuss digital transformation and how banks can offer even more effective digital products and services.

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Matt Hertel from UKG joins us to talk about the current state of appointment-setting and where he sees it going in the years ahead.

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Jeff Disterhoft, head of Iowa's GreenState Credit Union, has led the purchase of four banks and is open to future deals that make sense. On the podcast, he discusses the credit union's acquisition strategy and learnings.

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Karl Dahlgren, who heads the research group at BAI, is with us to talk about emerging issues and ongoing trends that stand to affect the industry in 2022.

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David Schneiderman and Andrew Corbett from NICE Actimize join us to discuss the types of fraud that have become a huge customer-security challenge during the COVID-19 pandemic, and how banks and credit unions can fight back.

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As banks and credit unions undergo digital transformation, the mortgage department is getting its share of attention. ServiceLink's Phillip Petrie joins us to discuss how automation and other advances are streamlining the mortgage process.

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Growing competition in financial services is fueling a corresponding upswing in innovation among both new entrants and established players. BAI’s Debbie Bianucci and Dennis Gada from Infosys discuss the latest innovations they’re seeing, and how those advances stand to change the industry.

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Stephanie Smith, who heads Fifth Third Bank’s DEI efforts, joins us to discuss how data and relationships can help build a program that provides greater access and opportunity, both in the bank and in the community.

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University Credit Union CEO David Tuyo joins us to talk about his institution's digital gains during the pandemic, where it's headed and what others can learn from his institution’s acceleration into digital banking.

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Amelia Pan, managing director in the ESG advisory group at PJT Partners, joins us with thoughts on how bankers should think about environmental, social and governance considerations as they gain in stature.

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Andy Shank from Vericast joins us to discuss how banks and credit unions can better protect themselves from identity fraud, account takeover and phishing attempts.

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Financial commentator Zachary Karabell joins us to discuss his new book on Brown Brothers Harriman, one of the nation's oldest financial firms, and why its story matters for banks today and in the future.

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Greg Kanevski, global head of banking at ServiceNow, discusses a personalization strategy that has an optimal mix of people and technology.

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