BankTalk Podcast

Join Jon Waldman , President and Co-Founder of SBS Cybersecurity  ( website ), as we discuss how fraudsters are evolving with ever-more creative ways of scamming businesses and account holders. We touch on some interesting statistics on which age groups are being targeted, and the losses from successful scams. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTa...

Join us as we discuss how Michael Crowl , CEO of University Federal Credit Union , envisions growing virtually and via brick-and-mortar branches. Through use of client data, UFCU makes better investment decisions on where and when to expand to new markets. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consultin...

Join us in this episode as we discover the advantages of a shared services model, what happens in an affiliation between mutual banks, and how specific items such as technology contracts are negotiated. Jason Hicks , New Hampshire Mutual Bancorp CFO takes us through these topics from his perspective and experience while also discussing a national grass roots campaign called Mutual Matters.   Send...

Join Kevin Pernick , President and CEO of Bank Plus , as we discuss an informational survey done on bank leadership.  Amongst other things, the results show a correlation between leadership styles, organizational trust, and bank financial results. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website...

Join us in this episode as we explore how First Fidelity Bank (FFB) is transforming its deposit growth strategy by leveraging a new digital platform. Facing competition from regional banks, neobanks, digital banks, and third-party fintechs, FFB has adopted a digital-first approach to attract new account holders. Starting with Health Savings Accounts (HSAs), FFB has seen tremendous results and is n...

Join Jason Mork , Director at Piper Sandler , as we delve into the world of the Graduate School of Banking (GSB) . With experience as both a student and faculty member at various GSB institutions, Jason offers a unique perspective on the benefits and opportunities these programs provide. Discover who can benefit from GSB, the latest trends in the field, and valuable insights from someone who has s...

Join Rick Boothby of Acumen Financial as we discuss Supplemental Executive Retirement Benefits. Join us as we discuss using SERPS to hire and retain your high-value employees, as well as some of the pushback you may get from your internal teams as you implement or modify your SERP program. If you would like to schedule a call with Rick Boothby to further explore SERPS for your organization, please...

Debbie Whiteside of the ABA and Trey Maust , Chairman of ABA’s Core Platforms, join us to discuss the ABA Core Committee's position and their 2024 Core Platforms Survey Results . With over 70% of banks submitting feedback to the group, we discuss trends and themes that stood out while looking ahead at what’s next. Send us Fan Mail Presented by Remedy Consulting For more information on BankTal...

Join Jack Kasel from Anthony Cole Training Group as we explore effective strategies to analyze and enhance your commercial lending team. We delve into diagnostic tools, peer reviews, and the essential training required by your senior managers to drive improved results. This episode is a must-listen for anyone looking to elevate their commercial lending operations. Send us Fan Mail Presented by Rem...

Join Ahon Sarkar , General Manager of Helix by Q2 , as we explore the transformative world of Banking as a Service (BaaS) for financial institutions and fintech firms. Ahon, an expert in embedded finance products, shares his insights on the latest trends in virtual banking. Discover strategies to stay competitive, identify who stands to benefit the most, and delve into the developments in digital-...

Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk:...

Next Generation core banking systems are going to change the way that community bankers think about open banking.   Are the promises made by “next generation” core systems, which intend to replace the legacy core offerings by the Big Three providers (Fiserv, FIS and Jack Henry), coming to fruition? Is it time for Community Banks to migrate to a Next Gen core system?   Join Charlie Kelly , Partner...

Join Alex McLeod , Founder and CEO of Parlay Finance , to discuss Small Business lending. As a thought leader in the space, we wanted to get Alex in here to discuss SBA programs, challenges from both the business and banking sides, and the benefits of a tech stack that supports SMB lending. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscrib...

Join Kip Weissman from Luse Gorman as we discuss what happened in community bank acquisitions in 2024, and the outlook for M&A activity in 2025. We discuss major headwinds and tailwinds that may affect bank buyers and sellers in the near future. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Websi...

Join Scott Hildenbrand from Piper Sandler as we discuss the recent Fed moves, the yield curve, unrealized losses, and the US elections and strategies that banks and credit unions are making to improve their investment portfolios. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn T...

Join Jesse Schwamb , VP of Financial Planning and Analysis, at Members 1st Federal Credit Union as we discuss the growth from $1B to almost $8B in a short time and some of the successes and challenges that came with it.  Jesse talks about their approach using data, dedicated service levels, and a hands-on approach with their personnel within their community.  Send us Fan Mail Presented by Remedy C...

Join Chris Davis , SVP at River Bank as we discuss BaaS and the implications of the Synapse, a program manager middleman in the Banking as a Service space. If you have considered hosting fintech relationships at your financial institution this is a very informative episode. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Website Subscribe to BankTalk New...

Join Rene Perez , National Director of Sales-Financial Crimes for Jack Henry , as we discuss innovative new areas where fraudsters are using AI to commit fraud, and then a discussion on areas where AI is being used to fight back. Whitepaper: https://fedpaymentsimprovement.org/strategic-initiatives/payments-security/scams/ Send us Fan Mail Presented by Remedy Consulting For more information on Bank...

With $84.4 trillion in assets expected to pass from baby boomers to younger generations over the next two decades, community FIs face a unique opportunity and a challenge in supporting new business owners. Join Anne Schutt , VP of Business Development at Midwestern Securities , as we discuss the importance of building long-lasting, “sticky” relationships with customers through Wealth Management se...

Join us for Jack Dwyer , CEO, of CFG Bank , the largest bank headquartered in Baltimore, Maryland as he talks about their “Maryland Tough Baltimore Strong” Money Market Account. A creative approach to bring together businesses and individuals from Baltimore and nationwide to support those impacted by the Key Bridge tragedy.  Send us Fan Mail For more information on BankTalk: BankTalk  Website Subs...

Join Lynne Marlor , Co-Founder, of Women in Digital Assets, US Head of Partnerships/Memberships, to discuss the Global Blockchain Business Council and Central Bank Digital Currencies. She differentiates a stablecoin from a CBDC and the risks associated with each one. Lynne then talks about other countries that have adopted the CBDC and the pros and cons. Lastly, we check in on the US mindset and w...

Join Rafael DeLeon , SVP of Industry Engagement at Ncontracts, as we discuss the US Supreme Court decision that ruled the Chevron case regarding government agency overreach. While overruling Chevron may seem like it is all positive for financial institutions, there may be other sides of the argument to consider for bankers. Send us Fan Mail Presented by Remedy Consulting For more information on Ba...

Join Megan Pannier , Fiserv ’s VP of Adoption Marketing and Analytics, as we discuss Fiserv’s recent digital engagement study with Northwest Bank. We dig into the value of retail and business customers in the digital space and how they drive bank growth. How banks measure value of digital products | Fiserv Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk ...

Join Jeff Grobaski , CEO of Epic River , as we discuss the opportunity to grow your commercial and consumer relationships through patient lending and relationships with healthcare providers. Send us Fan Mail For more information on BankTalk: BankTalk  Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please  email us . 

Join Adam Keifer , VP of Sales for Fiserv , as we discuss the opportunity that Merchant Services may provide for financial institutions for non-interest income with the right commercial customer base.  We discuss the industry and what it might mean for your relationships with your commercial customers. Send us Fan Mail Presented by Remedy Consulting For more information on BankTalk: BankTalk  Webs...