Banking on Experience powered by BUSINESSNEXT
By Andrew Piron & Joshua Barclay
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Category: Technology
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Episodes: 162
Description
Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by BUSINESSNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.
| Episode | Date |
|---|---|
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What It Actually Takes to Turn New Members into Real Financial Relationships
|
Mar 02, 2026 |
|
What Matters Most for Credit Unions in 2026
|
Jan 07, 2026 |
|
Better Risk Management starts With Unified Data
|
Dec 09, 2025 |
|
Building Teams That Scale: Beyond The Tech Stack
|
Nov 25, 2025 |
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Inside Jack Henry's Ambitious Strategy to Modernize The Core
|
Sep 03, 2025 |
|
Breaking Down Banking Silos: The Highway To Unified Data
|
Aug 20, 2025 |
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AI Without Fear: The Compliance Playbook for Credit Unions
|
Jul 17, 2025 |
|
Survival of the Data-Fittest: Win the Retention Race in Modern Banking
|
May 27, 2025 |
|
Why Bank of Idaho Bet Big on Acquisition – A Candid Talk with CEO Jeff Newgard
|
May 14, 2025 |
|
The Real-Time Payments Fraud Dilemma: Why Faster Transactions Mean Bigger Risks
|
Mar 27, 2025 |
|
Turning Data into Dollars: Smarter Segmentation, Better Marketing for Banks & Credit Unions
|
Mar 12, 2025 |
|
Why 44% of Accounts Go Inactive in Year One—and How to Fix It
|
Jan 30, 2025 |
|
The 2025 Marketing Playbook for Banks & Credit Union
|
Dec 19, 2024 |
|
Do You Really Own Your Digital Transformation?
|
Nov 18, 2024 |
|
The Global Mission to Advance Credit Union Growth
|
Sep 26, 2024 |
|
How Small Credit Unions Can Find Their Competitive Advantages
|
Aug 22, 2024 |
|
Navigating CDFI Changes: Shirley Senn's Timely Advice
|
Aug 05, 2024 |
|
Tackling Healthcare Costs: CU Healthcare PayCard & VyStar Credit Union
|
Jun 11, 2024 |
|
Leveraging AI for Credit Union and Banking Growth: More Than ChatGPT
|
Apr 22, 2024 |
|
High Finance: How Credit Unions Can Lead the Cannabis Banking Charge
|
Mar 21, 2024 |
|
Overcoming Core Challenges: How Credit Unions & Banks can innovate despite their Legacy Systems
|
Mar 07, 2024 |
|
Redefining Growth: M&A Insights for Forward-Thinking Credit Unions
|
Feb 06, 2024 |
|
Future-Proof Your Credit Union: MSU Federal Credit Union's Innovation Blueprint Revealed
|
Jan 16, 2024 |
|
Insider Secrets Revealed: Navigating the 2024 Consumer Lending Landscape
|
Jan 02, 2024 |
|
AI Simplified: Real-world Tactics for transforming your financial workflow today
|
Nov 28, 2023 |
|
The Small Credit Union That Rose from the Ashes and Beat the Odds
|
Nov 14, 2023 |
|
Ronaldo Hardy Unveils His Timeless Leadership Principles
|
Oct 24, 2023 |
|
Auto Market Trends & Indirect Lending Tips: What Every CU Needs to Know
|
Sep 26, 2023 |
|
Unveiling the New World Banking Order: How to adapt to the New Lending Landscape
|
Sep 13, 2023 |
|
Let's Talk Marketing: How To Do More With Less
|
Aug 22, 2023 |
|
Unlock CU growth right now: How to expand your field of membership with data strategy
|
Aug 08, 2023 |
|
Revolutionizing the Credit Union Call Center: How to go from a service to sales model
|
Jul 11, 2023 |
|
Innovation or Extinction: How Credit Unions Can leap into the fintech era with ease
|
Jun 27, 2023 |
|
Navigating the Insurance Crisis: How Banks and Credit Unions Can Overcome Soaring Costs and Secure Their Future
|
Jun 12, 2023 |
|
Most Data Transformation Projects Fail: Here's how to do them right
|
May 23, 2023 |
|
CU Joe's Marketing Masterclass: Unearthing Golden Opportunities
|
May 02, 2023 |
|
Liquidity Crisis 2023 and Actionable Solutions
|
Apr 19, 2023 |
|
People Helping People?: A CU Mantra Check-Up
|
Apr 04, 2023 |
|
Taylor-Made: Filene's Latest Breakthroughs For Credit Union Success
|
Mar 22, 2023 |
|
The Crypto Cart: How The CU Collaborative Approach Grew the Best Apples In the Bunch
|
Mar 11, 2023 |
|
Hauptman on Capital Hill: A "Fireside Chat" From the NCUA Vice Chair
|
Feb 22, 2023 |
|
A "Bit" From the Other Side: Bitcoin NOW And Why Cryptocurrency is far from over
|
Feb 09, 2023 |
|
Curql of Trust: How the Fintech CUSO Factory is Expanding in 2023 to Make Room for You
|
Jan 25, 2023 |
|
Hedging Your Fintech Bets: A CUSO's Fintech Investment Journey.
|
Jan 19, 2023 |
|
Marketing Mouthy: Podcasts, Bundling Media Buys & Working Smarter from the Outside-In.
|
Dec 14, 2022 |
|
The Data "Ark": Will CECL SAVE or SINK CUs
|
Dec 01, 2022 |
|
The Gravity of GAP: Is the Sky Falling or is that just your Car?
|
Nov 08, 2022 |
|
How can Credit Unions regain their competitive advantage over banks?
|
Oct 19, 2022 |
|
CURQL Wonka and the CUSO Factory: Jim Ryan has your Golden Ticket.
|
Oct 03, 2022 |
|
Episode 113: The "CU That Could"
|
Sep 12, 2022 |
|
Episode 112: The Woman Behind the Insurance CUSO Curtain: Melanie Munsey
|
Aug 11, 2022 |
|
Episode 111: Playing big and truly serving your community as a small CU
|
Jun 20, 2022 |
|
Episode 110: An under-the-hood look at student loans and how to help
|
Jun 13, 2022 |
|
Episode 109: How your brand and PR work in unison
|
Jun 06, 2022 |
|
Episode 108: Addressing fear around lending + why experience matters more than ever
|
May 30, 2022 |
|
Episode 107: Creating high trust in a high-tech world
|
May 23, 2022 |
|
Ep 5, CU Changemakers: Women On Work- LeAnn Case
|
May 16, 2022 |
|
Episode 105: Focusing more on capital investments
|
May 09, 2022 |
|
Episode 104: How to best create innovation in your FI
|
May 02, 2022 |
|
Episode 103: Customer Servicing in the lending and financial services world
|
Apr 25, 2022 |
|
Ep 4, CU Changemakers: Women On Work- Brandi Stankovic & Susan Mitchell
|
Apr 18, 2022 |
|
Episode 101: Rethinking Capitalism in Today's Credit Union World
|
Apr 11, 2022 |
|
Episode 100: Creating goosebump moments at your CU
|
Apr 04, 2022 |
|
Episode 99: Digital Experience + Your FI
|
Mar 28, 2022 |
|
Episode 98: How iQ CU built a world-class sales culture
|
Mar 23, 2022 |
|
Ep 3, CU Changemakers: Women On Work - Anne Legg
|
Mar 14, 2022 |
|
Episode 96: Reaching the K-12 Audience & Growing the CU Movement
|
Mar 07, 2022 |
|
Episode 95: Leveraging Data at Your CU
|
Feb 28, 2022 |
|
Episode 94: A Chat with Dan Daggett
|
Feb 21, 2022 |
|
Ep 2, CU Changemakers: Women On Work - Kim Daigle
|
Feb 14, 2022 |
|
Episode 92: Bringing Greater Innovation to Member Servicing
|
Feb 07, 2022 |
|
Episode 91: Member Servicing in a Dynamic World
|
Jan 31, 2022 |
|
Episode 90: Turning Your Networking Into a Community-Building Exercise
|
Jan 24, 2022 |
|
Ep 1, CU Changemakers: Women On Work - The Who, What, Why
|
Jan 17, 2022 |
|
Episode 88: America's CU Museum + Intro to CU Change Makers
|
Jan 10, 2022 |
|
Episode 87: More Efficient Lending in 2022
|
Dec 27, 2021 |
|
Episode 86: The Bridge Between Brand and Experience
|
Dec 20, 2021 |
|
Episode 85: Inclusion, Innovation, and the Future of CUs
|
Dec 13, 2021 |
|
Episode 84: CUSOs, Credit Unions, and the Power of Connection
|
Dec 06, 2021 |
|
Episode 83: A Fresh Look at GRC + Your CU
|
Nov 29, 2021 |
|
Episode 82: How your CU Can Avoid Mergers and Acquisitions
|
Nov 22, 2021 |
|
Episode 81: Leadership Lenses: Your FI and a Fresh Look at Leading
|
Nov 15, 2021 |
|
Episode 80: Financial Inclusion Week
|
Nov 01, 2021 |
|
Episode 79: The CUInsight Story: a Chat with Randall Smith
|
Oct 25, 2021 |
|
Episode 78: In Their Shoes: Meeting Members Needs on Their Terms
|
Oct 18, 2021 |
|
Episode 77: DEI and Your CU: Breaking Down Barriers
|
Oct 11, 2021 |
|
Episode 76: As Leaders, How to Focus on Mental Health
|
Oct 04, 2021 |
|
Episode 75: The Future of Mortgage and Lending: How to Improve the Tech Gap
|
Sep 27, 2021 |
|
Episode 74: Collaboration: The Key to Credit Union Success
|
Sep 20, 2021 |
|
Episode 73: Survival of the CU: Adapting Your Member Experience in a Changing World
|
Sep 13, 2021 |
|
Episode 72: More than Just Talk: Creating a Culture that Counts
|
Sep 07, 2021 |
|
Episode 71: Embracing a "Flawsome" Culture at Your FI
|
Aug 30, 2021 |
|
Episode 70: The "Unscripted Happy Hour" & short-term lending: a chat with Juan Fernández Ceballos
|
Aug 23, 2021 |
|
Episode 69: If you Build it, They will Come: Financial Education and DEI in Today's World
|
Aug 16, 2021 |
|
Episode 68: Prepare Now: Preserving Your Assets and Possessions
|
Aug 09, 2021 |
|
Episode 67: RIP Command-and-Control Leadership
|
Aug 02, 2021 |
|
Episode 66: Humanity at the Helm: Your Culture in a Digital World
|
Jul 26, 2021 |
|
Episode 65: The Necessity of Omni-channel Nurturing
|
Jul 19, 2021 |
|
Episode 64: FI's & the latest, greatest new word: Figital
|
Jul 12, 2021 |
|
Episode 63: Serving the Underserved: How your FI can Make a Difference
|
Jul 06, 2021 |
|
Episode 62: Let them lead: clearing a path for young FI professionals
|
Jun 28, 2021 |
|
Episode 61: More we, less me: the Power of Cohesive Leadership
|
Jun 21, 2021 |
|
Episode 60: Going Up Against the Big Guys: Digital Marketing for Credit Unions
|
Jun 14, 2021 |
|
Episode 59: Know Your Numbers to Work Smarter, Not Harder
|
Jun 07, 2021 |
|
Episode 58: What's It Like To Be Growth-Focused?
|
May 31, 2021 |
|
Episode 57: Blowing up the Silos of Digital Strategy
|
May 24, 2021 |
|
Episode 56: How to Share Your FI's Unfiltered Story
|
May 17, 2021 |
|
Episode 55: Humanize Your Staff: Digital Marketing Strategy for FIs
|
May 10, 2021 |
|
Episode 54: How to Use Predictive Analytics to Make Better Decisions
|
May 03, 2021 |
|
Episode 53: Why Tech Will Never Fully Replace Humans
|
Apr 26, 2021 |
|
Episode 52: 2 Hindrances to Financial Planning & Education
|
Apr 19, 2021 |
|
Episode 51: Becoming a Trusted Brand in Your Community
|
Apr 12, 2021 |
|
Episode 50: Creating a Positive Compliance Culture
|
Apr 05, 2021 |
|
Episode 49: Technology, Process, & Innovation: Why FIs Are Lagging
|
Mar 29, 2021 |
|
Episode 48: True Omnichannel Creates a 360° Customer View
|
Mar 22, 2021 |
|
Episode 47: Your Cash Flow Secret Weapon: Charged Off Accounts
|
Mar 15, 2021 |
|
Episode 46: Developing the Next Generation of Leaders
|
Mar 08, 2021 |
|
Episode 45: How Underwriting Could Improve the Affordable Housing Crisis
|
Mar 01, 2021 |
|
Episode 44: How Alternative Data Helps the Credit Invisible
|
Feb 16, 2021 |
|
Episode 43: Better, Not Bigger: Building Future Credit Unions
|
Jan 25, 2021 |
|
Episode 42: Deliver on Experience, Drive Growth
|
Jan 18, 2021 |
|
Episode 41: This Is Us: CRM, Plain and Simple
|
Jan 12, 2021 |
|
Episode 40: How CX Can Make Your Business More Human
|
Dec 28, 2020 |
|
Episode 39: Banking Isn't Transactional — It's Emotional
|
Dec 20, 2020 |
|
Episode 37: How to educate financial wellness in a contactless world with Anna Baskin and Wendy Beswick at Service Credit Union
|
Dec 06, 2020 |
|
Episode 36: Right on the Money 1st Place Submission State Employee FCU Building Culture with Harold Dixon
|
Nov 29, 2020 |
|
Episode 35: How leaders can make an impact with their employees with Katie Nehl at First Community Credit Union
|
Nov 22, 2020 |
|
Episode 34: Why your marketing strategy might be failing you with Amanda Thomas at Twoscore
|
Nov 15, 2020 |
|
Episode 33: Journey Mapping Your Member Experience with Annette Franz
|
Nov 08, 2020 |
|
Episode 32: How FIs can foster growth and acquisition in marketing with Nicky Senyard at Fintel Connect
|
Nov 01, 2020 |
|
Episode 31: What 80's music can teach us about engaging with our members with Cynthia Kolko at Summit Federal Credit Union
|
Oct 25, 2020 |
|
Episode 30: How to help people grow with Nanci Wilson at University FCU
|
Oct 18, 2020 |
|
Episode 29: How FI's can Lead Digital Disruption with Jim Perry
|
Oct 12, 2020 |
|
Episode 28: Why multi-channel communication is so important for members with Charles Peterson at Allied Solutions
|
Oct 05, 2020 |
|
Episode 27: Why diversifying your language skills can help growth Luis Valdez-Jimenez at 360 Federal Credit Union
|
Sep 27, 2020 |
|
Episode 26: How FIs can give employees new meaning and improve morale with a WFH environment with Jill Nowacki at Humanidei
|
Sep 21, 2020 |
|
Episode 25: How your Sales Approach is Earning you a Throat Punch. Don't Pitch-Slap People with Amy Downs CEO of Allegiance Credit Union
|
Sep 14, 2020 |
|
Episode 23: How the Member Experience will and has Changed with Britney Bailey Excel FCU
|
Sep 07, 2020 |
|
Episode 24: How credit unions can bring diversity to life with Michael Murdoch Wauna CU
|
Sep 06, 2020 |
|
Episode 22: Why text should be in your communication preferences for your members with Brittany Farb Gruber at Eltropy
|
Aug 25, 2020 |
|
Episode 22: Why text should be in your communication preferences for your members.
|
Aug 24, 2020 |
|
Episode 21: The art of telling your credit union story with Lorraine Ranalli
|
Aug 16, 2020 |
|
Episode 20: Banking on a Winning Data Strategy with CIO Joey Rudisill
|
Aug 09, 2020 |
|
Episode 19: Transforming Banks and Credit Unions through Digital Growth with James Robert Lay
|
Aug 03, 2020 |
|
Episode 18: How to create a culture of volunteerism at work with Josh Fryday
|
Jul 27, 2020 |
|
Episode 17: Building your Customer Experience From the Top Down with Nate Brown
|
Jul 20, 2020 |
|
Episode 16: Breaking Barriers as an African American Woman Managing Director on Wall Street with Grace Vandercruze
|
Jul 13, 2020 |
|
Episode 15: What do you do if you suspect a coworker or employee is struggling with addiction?
|
Jul 06, 2020 |
|
Episode 14: GenZ: How to talk about finance in a way they can relate to with Bolun Li Zogo Finance
|
Jun 29, 2020 |
|
Episode 13: How the gaming and banking world come together
|
Jun 22, 2020 |
|
Episode 12: Checklist for Effective CRM Implementation
|
Jun 15, 2020 |
|
Episode 11: Crusading for CUs: Pro-tips from a Chief People & Strategy Officer at Canvas Credit Union
|
Jun 08, 2020 |
|
Episode 10: The Future of Branches: Not Waiting for People to Come in the Door
|
Jun 01, 2020 |
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Episode 9: Member Service is not what you think it is with Jeannie Walters
|
May 25, 2020 |
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Episode 8: Future of Work Static and Stagnant Management of Customer Data is Gone
|
May 18, 2020 |
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Episode 7: Star Wars - Lessons from the Most Successful Film Merchandising Franchise
|
May 11, 2020 |
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Episode 6: Will banks rush to digitization post-pandemic?
|
Apr 21, 2020 |
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Episode 5: Delivering on Brand Promise in Trying Times
|
Apr 13, 2020 |
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Episode 3: Future of Work: The Change of Customer Expectations
|
Apr 13, 2020 |
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Episode 4: Tips from a Tech CEO and Serial Entrepreneur
|
Apr 05, 2020 |
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Episode 2: Lasting impact of COVID19 on Medicine
|
Apr 01, 2020 |
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Episode 1: Banking on Experience Intro
|
Apr 01, 2020 |