The Financial Experience Podcast for Banks, Credit Unions, and Fintech

Everything changed for ConnectOne Bank in just 36 hours. Fortunately, this progressive community bank in New Jersey and New York City was technologically prepared to move their employees to remote work and continue to serve their clients. Siya discusses how her team took a proactive approach across their retail network and how they built communication templates for "artificial client(s)" to assist...

On our latest episode, Hunter and Ben discuss the evolution of his company, Social Assurance, and how it has changed alongside the rapid evolution of social media in the last decade. As banks and credit unions have dealt with the recent crisis, Ben has seen many of his clients who were well-positioned on these channels, able to quickly disseminate information, but also show vulnerability and authe...

In our latest interview, Nicole and Hunter discuss how she became the Chief Marketing Officer for a progressive bank based in southern Massachusetts and how she continues to learn to this day as her bank invests in new technology. BayCoast Bank's culture, focus on education, and technology investments may seem unusually advanced for a $2 billion asset community bank, but its strategies seem to be...

Kathleen and Hunter discuss all things fintech and savings on our latest episode. Listen to Kathleen describe the evolution of her company, HT Mobile Apps, creators of savings apps Plinqit and Banker Jr, and how she is serving banks and credit unions who want to improve their technology offerings to savings-hungry customers and members. When she and her team developed Plinqit, and after a study on...

Our series on how banks are leading their communities through the COVID-19 crisis continues as we talk to Melissa Beltrame, Chief Marketing Officer at Lead Bank, a community bank based in Kansas City, Missouri. Listen to Melissa and Hunter talk about Lead Bank's culture, their approach to technology, what she's learned about her approach to communication through a crisis, and how she's finding bal...

Continuing our discussion on the financial sector's response to the COVID crisis, we interviewed Bryan Clagett, a longtime financial services professional and financial technology expert, who currently serves on the StrategyCorps executive team. Hunter and Bryan discuss how StrategyCorps is serving their financial clients, new technology and the evolution of various financial experiences, and how...

Jennifer Knighting, Senior Vice President and Director of Marketing and Sales at Oak View National Bank, joined the podcast to discuss her experience managing a community bank through the recent COVID-19 crisis. She talks about the agility of her bank and how their size and approach helped in their response to customer and community needs. Jennifer's bank also used their branch parking lots to hel...

Hunter and Keith discuss how his company, FI Works, has responded and continues to support their financial clients in the midst of the COVID crisis. We also touch on why banks, credit unions, and fintechs need to focus on channel efficiency and relevance more than ever. If 90% of the work around data is extracting and cleaning, what can financial companies do to overcome the ongoing mental hurdle...

Continuing our series on how banks are leading their communities through the COVID-19 crisis, we talked with Peter Gwaltney, President & CEO of the North Carolina Bankers Association in Raleigh, North Carolina. Listen to Peter and Hunter talk about banking's response in crisis, the PPP loan program, and how COVID will impact banking and bank associations in the near and longterm.

Our series on how banks are leading their communities through the COVID-19 crisis continues as we talk to John Hanley, SVP and Senior Director of Marketing at Equity Bank, a $4B asset community bank with branches in Kansas, Arkansas, and Oklahoma. Listen to John and Hunter talk about Equity has responded to COVID crisis, how their organization and culture was built to adapt quickly, and John's tho...

Starting our series focused on bankers and how their organizations are leading communities through the COVID 19 crisis, we talked with Jody Guetter, VP of Marketing and Sales at Minnwest Bank, a 2 billion asset community bank in Minnesota. Listen in as Jody and Hunter talk crisis communication, bank technology and how this crisis could transform banking in the years to come.

Introducing The Financial Experience Podcast: a new podcast for the financial services sector. Telling the stories of how banks, credit unions, fintechs, and others are building the next generation of finance. Hosted by Hunter Young, Founder and President of HIFI Agency, a branding and marketing firm dedicated to the financial sector.