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 ba...

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

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 Ban...

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 chan...

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 a...

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 He...

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...

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 h...

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...

Ever wonder why fraud keeps getting smarter—and harder to stop? In this episode, recorded live at CSI’s CX25 conference, Adwait Joshi —CEO and founder of DataSeers —pulls back the curtain on today’s toughest fraud and AML headaches. From missing data to misunderstood intent, he breaks down why traditional systems are falling short and what needs to change. If you’re in fintech, banking, or just cu...

Forget the one-size-fits-all myth. On this episode of Banking on Community live from CX25, generational researcher Jason Dorsey shows why Boomers still prize crisp $20 bills, why Gen Z won’t wait in a support queue, and how Millennials’ “delayed adulthood” reshapes borrowing and saving. You’ll hear: the life events that hard-wired each cohort’s money mindset why “mobile-first” messaging misses the...

In this live episode of Banking on Community, Bankers Helping Bankers take over the CX25 loveseat for a candid, fast-moving look at where community banking goes next. Tune in to hear how Matthew Smith and Tanner Mayo are helping community banks not just survive, but thrive, through innovation, collaboration, and a whole new way of thinking. You might be surprised by what the future holds for commu...

Attending CX25 ? Drop in for our live episodes in the Tech Hub! Can't make it? We're livestreaming each live show on LinkedIn ! Live Episode 1: Innovation ft. Bankers Helping Bankers (April 1, 12:30-1:00 PM) Live Episode 2: Generational Trends ft. Jason Dorsey (April 1, 2:45-3:15 PM)  Live Episode 3: Fraud Trends and Prevention (April 2, 12:30-1:00 PM) Live Episode 4: Digital Banking Tre...

Consumer tastes and banking technology are evolving at lightspeed, raising pressing questions about how financial institutions can keep up. In this episode of Banking on Community, Saxon Prater and Tara Schultz chat with special guest Mary Wisniewski, Editor at Large at Cornerstone Advisors, about everything from creative tactics for winning Gen Z loyalty to the "date test" for credit ca...

There's just too much in our Banking Priorities Executive Report for one episode. So we did another! In this episode of Banking on Community, our hosts dive back into the results of our annual survey of community bankers and explore their tech investment strategies for AI, APIs, data analytics, payments, and more.  Plus: psychic quarter-zip coordination and black-market Christmas sweaters. Th...

It's the most wonderful time of the year: the results from CSI's 2025 Banking Priorities survey are available! In this episode of Banking on Community, our hosts are decking the halls with data and exploring key takeaways from CSI’s recently released 2025 Banking Priorities Executive Report , including bankers’ strategic priorities, top technology trends, industry issues and more. Thanks...

The financial world has been abuzz about CFPB’s Rule 1033 for more than a year, with renewed interest in October 2024 accompanying the issuance of the final rule. But what does Rule 1033 really mean for financial institutions? How will this rule affect consumers’ expectations about data use?   This episode features commentary from our three hosts and Jordan Wright, CEO and co-founder of Atomic Fin...

Our new podcast, Banking on Community: A Podcast for Community Bankers, is here! Hosted by Tara Schultz, CSI’s SVP of strategic insights and industry relations, Saxon Prater, CSI’s manager of PR and corporate communications and Brett Glover, CSI’s director of relationship management, Banking on Community will dive into how community banks are staying competitive, using technology to grow, making a...

Increasing cyber risks mean financial institutions must up their game to protect their data, reputation and bottom line. How are institutions that want to innovate doing so with a strategic risk-based approach? And how does technology fit into it? We invited two industry experts to share their perspectives as well as the most significant trends and challenges in Cybersecurity Insurance and IT Gove...

What can financial institutions and other regulated organizations do to stem the rising tide of fraud and money laundering? We invited two compliance experts to share their perspectives and offer insight into today’s trends. We discussed the risks, how organizations are merging their efforts into a comprehensive FRAML approach, today’s latest technology and more. Thanks for listening! Feel free to...

As the release of the FedNow Service approaches and new business models like Banking as a Service  gain steam, there’s much for traditional financial institutions to consider in 2023. In this second part of our conversation with Shane Ferrell, CSI’s Vice President of Product Strategy and Innovation, we discuss these technological opportunities and ways to get the most from them, along with more ke...

With the height of a pandemic in arrears, 2022 saw continued shifts in customer behavior, business models and economic concerns. So, what does 2023 have in store for the financial services landscape? We invited Shane Ferrell, CSI’s Vice President of Product Strategy and Innovation, to discuss the trends he’s seeing, plus some notable findings from CSI’s 2023 Banking Priorities Executive Report. In...

As sanctions increase at an unprecedented rate, so grows the list of risky entities that organizations should avoid doing business with. What's changed in recent years, which organizations should stay alert, and how should those organizations approach compliance? We discuss it all with Josh Shrager, Senior Vice President at Kharon , a leading data and analytics company focused on financial cr...

In the digital era, convenient eSignatures have evolved from a “nice to have” to a “must have.” But where are they going, and how can your institution get the most out of this digital transformation enabler? We invited an eSignature expert to walk us through how the landscape has changed, new developments in eSignatures and the values of a bank-centric solution. Thanks for listening! Feel free to...

It’s the perfect storm. Cybercriminals have more potential targets than ever, and their tactics keep getting more sophisticated. Meanwhile, consumers are almost numb to the headlines. What can financial institutions do to maintain security? Join us as we talk through the landscape and methods to maintain security with a resident cybersecurity guru. Thanks for listening! Feel free to submit questio...