Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow

The technology is often the easiest part. The real obstacles are culture, leadership, and the invisible rules that govern how people work. In this episode of Next Best Action , host Alex Jimenez sits down with CarrieAnne Cormier, founder of BankSmart Studio and former COO of IC Credit Union. Together, they pull back the curtain on why so many digital transformations at community banks and credit u...

What happens to relationship banking when the branch disappears and everything moves to a screen? For nearly two decades, banks have been racing to digitize, but something fundamental has been lost along the way, the human connection that built trust in the first place. In this premiere episode of Next Best Action , host Alex Jimenez sits down with Scott Hurlbert, SVP of Digital Channels at Provid...

Next Best Action is a podcast about the people rethinking how banks and credit unions build stronger relationships. Hosted by Alex Jimenez, Managing Director of Consulting at Finalytics.ai, each episode features candid conversations with executives, marketers, digital leaders, and innovators shaping the future of financial services. From engagement and growth to loyalty and digital transformation,...