Episodes

Latest Episode
Banking with Heart: Emotional Intelligence in Financial Decisions

Banking with Heart: Emotional Intelligence in Financial Decisions

Episode 57 · · 11:01

We often make decisions using our emotions, but financial decisions are more likely to be better and more useful if we make them by using our heads. Behavioral science and storytelli...

Revolutionizing Customer Onboarding: Embracing Digital Transformation in Banking

Revolutionizing Customer Onboarding: Embracing Digital Transformation in Banking

Episode 56 · · 10:35

Why banks can’t get out of the habit of not using the out-of-branch tools available when they are doing business in the branch? Why is that so hard? Why banks don't value the virtual...

Steal the Playbook of Neobanks

Steal the Playbook of Neobanks

Episode 55 · · 10:16

In episode 55 we talked about the Neobank phenomenon. Are they taking away younger customers away from the traditional financial institutions? What if traditional financial instituti...

Too Much Routine Suffocates Your Brain

Too Much Routine Suffocates Your Brain

Episode 54 · · 10:42

 We all love routine, but guess what? It’s a disaster for our brains!In this episode, David explores how excessive routine can stifle creativity and problem-solving skills, particula...

Trouble Ahead for Neobanks?

Trouble Ahead for Neobanks?

Episode 53 · · 10:47

In the ever-evolving landscape of banking, a clash of titans is underway, pitting traditional community banks against the innovative disruptors known as Neobanks.Community banks must...

Marketing’s Role in Data Analytics

Marketing’s Role in Data Analytics

Episode 52 · · 09:36

Marketing is an essential part of every organization. Statistics could be more positive when it comes to bank marketing. Bank marketers have a hard job and need accurate targeted dat...

You Don’t Have Big Data…But The Data You Have Is Really Valuable!

You Don’t Have Big Data…But The Data You Have Is Really Valuable!

Episode 51 · · 13:43

 Big data centers are getting more and more popular, and it's expected for institutions to use them. Are they necessary for banks? David shares his view on this actual topic. There i...

Bankers Must Overcome the Fear of Failure

Bankers Must Overcome the Fear of Failure

Episode 50 · · 07:26

Where failure is discouraged, much less rewarded, why would anyone stick their neck out on the line, bringing a creative idea? Innovation occurs when failure is an option.Challenging...

Faster Payment Fraud and the Elephant in the Room

Faster Payment Fraud and the Elephant in the Room

Episode 49 · · 07:56

 In the world of faster payments, fraud is a hot topic. But is it the technology's fault? Not really. Fraud can happen with any payment method. It's about individuals making mistakes...

Who Owns the Virtual Branch – Part 2

Who Owns the Virtual Branch – Part 2

Episode 48 · · 06:23

 Having the right leadership in place for your digital channels is extremely important. If you want your branch to have long-lasting success, it's time to find leaders who will bring...

Where is the Virtual Branch located on your General Ledger?

Where is the Virtual Branch located on your General Ledger?

Episode 47 · · 16:01

Setting up proper accounting for your virtual branch is crucial for future success. The value of your online presence must be clear and concise in order to foster the support and fun...

Lessons from GSBC – Whatever We Do, We Can’t Be Creepy!

Lessons from GSBC – Whatever We Do, We Can’t Be Creepy!

Episode 46 · · 19:54

You can elevate your level of service with the way you use data mining. Targeting customers with suggestions and recommendations based on mined data needs to be done paternalisticall...

Where Will You Get Innovative Ideas

Where Will You Get Innovative Ideas

Episode 45 · · 13:23

The SWOT analysis tool is an excellent way for your business to take advantage of opportunities. It's critical to regularly assess your business in order to be competitive in your ma...

44. What is Your Box?

44. What is Your Box?

Episode 44 · · 12:46

To think outside the box, you have to know what the box is. Change your perspective on what the main focus of your business is, and start to think outside the industry norms. When yo...

43. What Does “Think Outside the Box” Mean?

43. What Does “Think Outside the Box” Mean?

Episode 43 · · 12:06

Thinking outside the box is essential for cultivating innovation in the workplace, and sometimes the craziest ideas can lead to the best results. When we can escape the limitations t...

42. What Should Your Innovative Focus Be? Let’s Start with OD Fees

42. What Should Your Innovative Focus Be? Let’s Start with OD Fees

Episode 42 · · 14:34

 Once your business is committed to innovation, the next step is focusing on the problems that require innovative solutions. This should involve picking a trending or pertinent probl...

41. Achieving the Innovation Mindset

41. Achieving the Innovation Mindset

Episode 41 · · 19:40

 Implementing an innovation mindset into your business is crucial for its future success. Building the foundation for this may be a harrowing task, but the steps in this quick start ...

40. The Thinking Room is Ready for Ideas!

40. The Thinking Room is Ready for Ideas!

Episode 40 · · 06:58

Converting an unused space into a “Thinking Room” will add great value to your business. This is an inexpensive strategy for increasing innovation and creativity in your workplace. C...

39. Strategize Your Tech Decisions

39. Strategize Your Tech Decisions

Episode 39 · · 17:16

Investing in new technology is a complicated process that requires expert strategy. No matter what industry you are in, investing in new technological systems can be a time-consuming...

38. Your Advertising Budget – Are You Getting Your Money’s Worth?

38. Your Advertising Budget – Are You Getting Your Money’s Worth?

Episode 38 · · 13:06

Employ modern digital marketing techniques to ensure your advertising budget reaches your target audience. Banking is a highly competitive industry, so banks must aggressively pursue...

37. What do you do? – And How Bankers Should Answer That Question

37. What do you do? – And How Bankers Should Answer That Question

Episode 37 · · 12:19

It’s time to change public opinion on the role of a banker. It’s no secret that the role of bankers is largely underappreciated and seen as an unexciting career. The truth is that ba...

36. Are You Really Prepared for a Cyber Breach? Are You Sure?

36. Are You Really Prepared for a Cyber Breach? Are You Sure?

Episode 36 · · 13:33

You must ensure that you are adequately protected from hackers and data breaches. In the digital age, your company must have the plan to deal with cyberattacks. Working with an insur...

35. Breaking Through Resistance to Foster Effective Creativity

35. Breaking Through Resistance to Foster Effective Creativity

Episode 35 · · 12:18

Resistance is a formidable opponent to your business, but you can fight back. Resistance is that barrier to all innovation and creativity within your business, it is strengthened by ...

34. Encourage Thinking To Enable Innovation

34. Encourage Thinking To Enable Innovation

Episode 34 · · 12:07

Building a culture of innovation in your workplace is essential. Thinking tends to be a discouraged activity in the workplace, and maybe understandably so since being engaged in crea...

33. What To Do With Failed Glue?

33. What To Do With Failed Glue?

Episode 33 · · 14:51

A failure in innovation can still lead to success. Sometimes when you are on the road to a successful innovation it is possible to create accidental successes along the way. An innov...

32. An Examination of Process Innovation

32. An Examination of Process Innovation

Episode 32 · · 14:40

Stop resisting change and start embracing growth. Most businesses are anchored by established processes and procedures, but could they be more efficient? Innovation is too often thou...

31. Need To Spark Innovation?

31. Need To Spark Innovation?

Episode 31 · · 14:09

Businesses need to grow in creativity and innovation to survive in the future. Most workplaces are built on a foundation of seriousness and professionalism, but it might be time to r...

30. Why CX Matters

30. Why CX Matters

Episode 30 · · 13:18

One of the most important things that businesses need to pay attention to is CX - the customer experience. It’s a no-brainer that many businesses with high customer satisfaction gene...

29. It’s Conference Season - Get Educated!

29. It’s Conference Season - Get Educated!

Episode 29 · · 14:59

Conferences can provide an invaluable experience for employees at all levels of a business. In the wake of Covid restrictions, we have to reevaluate the importance of the in-person ...

28. Education is Fundamental – But Don’t Leave Out the Fun

28. Education is Fundamental – But Don’t Leave Out the Fun

Episode 28 · · 14:15

Much like your former kindergarten teacher, I’m here to tell you that learning can be fun! Continuing education in the financial industry is key to staying ahead of the curve, but ho...