Banking on Disruption

Unlock the secrets of AI innovation and reshape your understanding of the future! Join us as we dissect the groundbreaking advancements shared at Dreamforce in San Francisco and MACON in Cleveland. We cover pivotal insights from industry leaders like Salesforce CEO Mark Benioff and delve into the transformative potential of Agentforce. Explore the excitement and hurdles surrounding custom language...

Unlock the future of digital adoption with our latest episode of Banking on Disruption! This week, we sit down with Jeff Mayhugh, a renowned expert in learning and development, to uncover how AI and Digital Adoption Platforms (DAPs) are revolutionizing software training and user efficiency. Discover how WalkMe's AI-driven smart tips enhance data input quality on platforms like Salesforce, helping...

Can AI truly revolutionize the way banks and credit unions operate? Join us as we sit down with Ben Udall, a leader in digital transformation at Lake Ridge Bank, to unpack the incredible potential of generative AI in the banking sector. Ben shares his incredible journey leading the charge in modernizing Lake Ridge Bank’s operations using cutting-edge AI tools. Learn how even smaller institutions c...

Tune in to hear Jay Cuthrell, founding partner of Cuthrell Consulting, reveal how simplicity and user-centric design can make or break tech tools. Jay recounts his transformative journey from Acadia to VCE, backed by industry titans like VMware, Cisco, and EMC, and the breakthrough pre-engineered solutions that made IT infrastructure more manageable for large enterprises. Learn how these innovatio...

Hear our first impressions of ChatGPT 4o, as Fred, Josh, and Eric share our initial experience of the latest GPT evolution. We unravel the latest features of GPT-4o, from its voice interaction that's set to redefine customer service to its nuanced emotional intelligence that picks up on mood through facial recognition and voice inflection. But we don't stop at the features; we delve into the serio...

Navigate the ever-shifting sands of banking interest rates & AI's transformative power with Eric McCoy, our expert guest who blends deep banking executive experience with extensive digital consulting chops. This episode explores what banks should do in light of continued higher than expected inflation. We're not just crunching numbers, however, we're also dissecting the role of AI in enhancing...

Unlock the secrets to becoming a standout Salesforce admin as we sit down with Jodi Hrbek, best-selling author of " Rock Your Role as a Salesforce Admin ". Prepare to navigate the complexities faced by Salesforce admins with confidence, as Jodi sheds light on the "Salesforce admin conundrum," providing actionable tools and techniques that prevent burnout. From asking the right questions to craftin...

Unlock the secrets of sales enablement for banks & credit unions as Kerry Ryan from Seismic joins the podcast for an enlightening conversation that promises to transform your client engagement strategies. Discover how the seamless marriage of marketing and sales, empowered by Seismic's innovative technology, equips bankers with the tools needed for dynamic, personalized interactions. Kerry, wi...

Listen in as we kick off with a provocative conversation on LinkedIn's unexpected foray into gaming—what does this mean for professional networking and could it reshape company culture? Then, we tackle Ben McCarthy's insightful article on the shifting Salesforce job market. As layoffs sweep through the industry, we reflect on the increasing need for specialization and the importance of realistic s...

Join is as we explore the multifaceted world of Salesforce & Mulesoft implementations with the invaluable insights of my good friend and former colleague, Mark Baker. With a remarkable 16-year track record in the Salesforce ecosystem, Mark sheds light on the strategies that can pivot challenging projects to success. Listen in as he discusses the crucial role of effective discovery and the impo...

Fresh off the plane from Social Media Marketing World 2024, Eric Cook joins us to reveal how banks and other financial institutions can implement cutting-edge approaches to drive customer and prospect engagement. Our conversation soars as we dissect Artificial Intelligence Intelligence Augmentation—think of it as steroids for your marketing muscles—providing bank marketers with a treasure trove of...

As the tides of technology surge forward, it's impossible to ignore the impact AI is having on our professional lives, especially within the banking and finance sectors. This week, we're peeling back the layers of the latest jobs report, celebrating the growth in employment but also scrutinizing an alarming trend of job cuts. Could the advancements in AI be the culprit? With a spinning wheel of an...

This episode we unlock lessons from the tech-driven disruption in the insurance industry with the brilliant Chelyn Briand. We dissect recent shifts & trends and discuss takeaways for banks and credit unions. Together, we peel back the layers of outdated systems, revealing how innovation is not just transforming operations but also breathing new life into customer service.  Sharing her han...

Creating a brand promise takes more than just developing a catchy phrase; they set the very foundation of a trusted relationship between your financial institution and your customers. Do you want the secret to how banks can meet & exceed the expectations they set with their brand promise? Join me as I sit down with acclaimed brand strategist Brandon Gerena to uncover the secrets of truly livin...

Unlock the secrets to successful CRM adoption with insights from Dave Dal Pos, as we tackle the resistance users often exhibit when faced with CRMs that are overly complex. We're wrapping up the year by reflecting on the crucial elements that make or break the user experience, from the technical debt that bogs down performance to the necessity of maintaining top-notch data quality. It's a candid l...

Is your bank future-ready? Find out how the banking industry is gearing up to meet the demands of the younger generation in this insightful conversation with banking technology expert, Wyatt Licht. Discover how Gen Z customers are shifting the traditional banking landscape, seeking financial advice from influencers and social media platforms, and what it means for your financial institution. We'll...

We're back with another insightful episode diving deep into the fascinating world of technology in banking! This time, we are privileged to host Valerie Weis from Atrium. In this episode, Valerie shares her experience of transitioning from leading a wealth management group to leading Salesforce implementations, and how it revolutionized her bank's success. She discusses the ins-and-outs of Salesfo...

Ever wondered why trust is so crucial in banking today? To help answer that question we welcome Jack Hubbard, one of the nation's top 100 most trusted business leaders, to discuss the evolution of trust in banking. We delve into how the behavior of customers has been changing over the years and why a customer-first culture and consistent communication have a vital role. Jack enlightens us on how d...

💡 Join us for this episode to dive deep into how banks can move through their journey from foundational data work to leverage practical AI use cases. 🚀 🏦 We sit down with Manvir Sandhu, Co-Founder and Chief Innovation Officer at Zennify, to discuss how banks have made the journey from focusing on traditional reporting needs to using data, analytics, and AI as a competitive differentiator. 🔍 We...

Dive into the world of finance and sustainability with our latest podcast episode featuring the brilliant David Dal Pos! 💼🌍 From decoding complex regulations to understanding the intricacies of carbon footprint tracking, David expertly navigates us through these important topics. We explore the financial risks and opportunities associated with climate change, as well as practical solutions for b...

Check out our latest episode all about mastering Salesforce Reports and Dashboards with the distinguished David Carnes! 🚀 As the founder of OpFocus, host of Dashboard Dojo, and most recently the author of "Mastering Salesforce Reports and Dashboards", David brings a wealth of knowledge to the table. 💼 This episode is a deep dive into business intelligence tools, Salesforce reporting, and the exc...

🚀 Check out our latest insightful episode Unpacking Dreamforce '23! Join us as our esteemed guest, Janeen Marquardt, a seasoned Salesforce leader takes us on a deep dive into the world of AI and its implications on our jobs. We'll be challenging the fear that AI could make us redundant and explore how it could actually bolster our efficiency. 🧠 We also take a look at the trials and triumphs of d...

In this exciting episode, we navigate through the dynamic Salesforce ecosystem with Vanessa Grant, a seasoned business analyst with more than 10 years of experience. She shares her inspiring journey and invaluable insights on Salesforce projects. 🧭 Vanessa's tips on finding reliable resources, networking, and the futuristic potential of generative AI in bettering Salesforce solutions are priceles...

Get ready to be blown away by our engaging conversation with Chris Trivers, a seasoned leader in the Banking and Credit Union world, who's been riding the Salesforce wave for an impressive 15 years. Discover the evolution of digital transformation and Salesforce from his perspective, while he shares lessons learned about the critical role of change management and getting buy-in plays in successful...

Join us for a deep-dive into the world of sales, marketing, and data in the latest episode of our podcast. We have the privilege of hosting Anna Papas, a dynamite sales & marketing executive with over 25 years of experience in the financial services & technology. 🚀  Anna's journey is full of intriguing insights - from customer engagement to the power of data. We dissect strategies fo...