Andrew Piron & Joshua Barclay

Banking on Experience powered by BUSINESSNEXT

Technology EN ↓ 162 episodes

Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by BUSINESSNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.

Author

Andrew Piron & Joshua Barclay

Episodes

Episode 12: Checklist for Effective CRM Implementation 15.06.2020 21:01

What you'll hear: The top 3 on Denis' checklist for effective CRM - Planning, engaging employees, and having a good analytics foundation take center stage here. What Denis considers most relevant when it comes to effective CRM right now . One-word teaser: platform. Additional facts that banks and credit unions should consider when choosing a CRM for banking . What led him to be one of the first to...

Episode 11: Crusading for CUs: Pro-tips from a Chief People & Strategy Officer at Canvas Credit Union 08.06.2020 15:14

What's covered? Tansley's responsibilities as Chief People & Strategy Officer: organizational strategy, people (HR), and marketing/brand. How her many, varied roles throughout the years are helping her in her current one. (Teaser: the story of her career involves what she calls "the shwoop.") All about Canvas CU's unique tagline: "BS-free: the way it should be." (Not what you think it is.) The top...

Episode 10: The Future of Branches: Not Waiting for People to Come in the Door 01.06.2020 20:52

Steve is the CIO of Dupaco Community Credit Union. Steve and Joe talk about utilizing member journeys and the member experience to help bring others in the door. Steve talks in-depth about how to maintain business continuity and stay ahead.

Episode 9: Member Service is not what you think it is with Jeannie Walters 25.05.2020 20:35

So, what can you expect to hear from our master of CX, Jeannie Walters? What led her to want to improve CX at organizations all over the globe. For Jeannie, it was- and is- all about "advocating for customers." The process she undertakes to help organizations improve their CX. Hint: It starts with taking a good look at what the real goal is. Insight into her still-popular 2012 TEDx talk on micro-m...

Episode 8: Future of Work Static and Stagnant Management of Customer Data is Gone 18.05.2020 33:44

Alex Jimenez and Joe Salesky talk about managing the data of customers, the use of notebooks and the inability to manage that across systems for sharing.

Episode 7: Star Wars - Lessons from the Most Successful Film Merchandising Franchise 11.05.2020 16:17

Dan Lobl contributed to the visual effects on several Star Wars films, including the original and prequel trilogies, The Force Awakens, The Last Jedi, and Solo. Dan and Marla discuss lessons to be learned from one of the most successful film merchandising franchises in history, as well as his own personal journey with the brand. From the path that landed him in his current role and what he believe...

Episode 6: Will banks rush to digitization post-pandemic? 21.04.2020 20:01

World renowned author, Chris Skinner gives his opinion on what going digital really means for financial institutions. Hint: Those that are doing it properly "don't treat digital as a project; they treat is as a cultural transformation of a company." - His predictions on how the current pandemic will kick-start the digitization of banks and CUs into hyper-drive. - Projects in the plans for 24-36 mo...

Episode 5: Delivering on Brand Promise in Trying Times 13.04.2020 30:55

Delivering on a promise during a pandemic can be hard. It can be even more challenging to deliver one that they never forget. Amanda Grolemund and Jeff Cain talk about how the shift in our marketing must change to ensure long-term stability for you and them. Available on the CRMNEXT website as well: https://www.crmnext.com/us/blog/delivering-on-brand-promise-in-trying-times/

Episode 3: Future of Work: The Change of Customer Expectations 13.04.2020 17:36

This week's Episode of Banking on Experience is all about the future of work and the change of customer expectations. And who better to delve into this realm than CRMNEXT's CEO Joe Saleski and his honored guest: award-winning marketing executive, Peter Weingard. Find content that is unique to financial services and CRM on the CRMNEXT website. We are always looking to create value for banks and cre...

Episode 4: Tips from a Tech CEO and Serial Entrepreneur 05.04.2020 11:26

Come learn how Thomas Engdahl from Vidillion is handling the pandemic as a leading CEO for Tech companies in the Bay area. Find these episodes and more on the CRMNEXT website: https://www.crmnext.com/us/blog/tips-from-a-tech-ceo-and-serial-entrepreneur/

Episode 2: Lasting impact of COVID19 on Medicine 01.04.2020 23:58

Moving away from banking for a second as we all are looking for answers. Come hear straight from Dr. Aroesty. He tells us what to pay attention to and more. Come see other episodes on the CRMNEXT website along with other content related to CRM banking: https://www.crmnext.com/us/blog/lasting-impact-of-covid-19-on-medicine/

Episode 1: Banking on Experience Intro 01.04.2020 2:28

Come hear from industry experts in financial services. We'll have guests who talk about growing during a pandemic, how to drive growth in general, simplifying work like case management, and creating experiences that will never be forgotten. See it on our website too: https://www.crmnext.com/us/blog/banking-on-experience/