Zach Bruhnke and team are creating “the best bank in the world if you are saver.” It’s a bold mission, but HMBradley has gained serious momentum in 2020. Featured as a fintech to watch by many outlets, HMBradley doesn’t exactly sound like a bank (although it is technically a bank).

One of the key aspects of Doug’s company focus is to “harness the collective horsepower of the employees that work at a financial institution,” giving them the ability to showcase thought leadership on financial matters in a compliant manner.

With an influx of competitors, how does an online student lender stand out? CommonBond lives a commitment to customer service and also focuses on “doing good while [CommonBond does] well.” Every loan that is funded on the platform also helps fund the education of a child in need via a partnership with Pencils of Promise.

Why are these “beautiful, frictionless [finance] tools not impacting” our lives? Uday, living the life of a California millennial, had an epiphany a few years ago when he realized all of the various financial tools he thought would make him a better steward of his financial life weren’t working.

Anne Legg has worked with over 600 credit union leaders and learned a lot along the way. So much so that she wrote a book (Big Data / Big Climb)! She breaks down what it takes to transform your organization’s data on the latest episode.

Sue Woodard, Chief Customer Officer at Total Expert, joined the Financial Experience Podcast to discuss what a blend of strong leadership and practical use of data can do for an organization and how organizations can use software to augment (not abrogate) the human touch in banking.

The odds can be stacked against you. Rouvaun Walker, CEO of Mortgage company PHINANCEUS, joined the Financial Experience Podcast to discuss his career as a financial professional, the start of his new company, and what he sees as the keys to make the latest outpouring of support for Black Lives Matter turn into lasting change.

Our latest podcast explores a little internet and tech history (did you know Joe helped build the first web videoconferencing solution nearly 25 years ago?), a fascinating discussion on the evolution of CRM solutions, and what principals can lead banks and credit unions to true digital transformation.

The latest podcast helps break down how you should view your organization’s platform, where to strike a balance between self-service and personal service, and provides a few examples of progressive banks who are challenging some long-held assumptions.

On the latest podcast, Tammy breaks down how she’s evolved the Fidelity brand in her time as CMO, how she’s leveraged opportunities afforded from the PPP loan program, and shares a few thoughts on some of the best places to eat in New Orleans.

Not everyone thinks “I’m going to be a banker when I grow up.” Natalie Bartholomew is the exception. At a young age, she knew she wanted to be in banking, but she didn’t know that career would unlock opportunities to connect and empower bankers across the country.

Jeff and Hunter discuss the evolution of bank financial performance measurement and what bank executive teams should be looking toward as they evaluate their organization’s financial performance in this time of uncertainty. How can more institutions evolve from a pure price focus to a more holistic view of customer acquisition and retention?

Digital transformation continues to loom large over the financial sector. But, what’s the recipe for success? Allison Netzer joins us on the latest podcast to discuss how banks and credit unions can pursue a “layered approach” to a stronger digital organization.

Just because you are a smaller bank doesn’t mean you can’t evolve and adapt. Joette and her bank, First State Bank and Trust in Minnesota, prove that. With only one employee on her team and a small amount of marketing support, how has she served an older clientele, many of whom engaged with FSBT’s digital tools for the first time during this crisis?

On the latest episode, Ryan and Hunter talk about the evolution of these tools over the last decade and what separates the companies that have a CRM verses the companies (and clients) that benefit from a CRM solution.