The Financial Experience Podcast for Banks, Credit Unions, and Fintech
Hunter Young
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The Financial Experience Podcast is dedicated to telling the stories of people and companies who are changing the financial world. Hosted by Hunter Young, Founder and President of HiFi Agency.
Available episodes
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Oldest first
May 25, 2023
Enriching Customers' Financial Lives with Proactive (Not Reactive) Data
Hunter's latest guest, David Benskin, founder and CEO of Wealth Access, saw a need to improve balance sheet management and knew he could create a clearer and more digitized method.
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Apr 20, 2023
What Prompts the Power of AI?
Ryan Favro is the Managing Principal and R&D Lead at Capco, a financial services company that focuses on providing next-level software intelligence. Ryan has been in the business long enough to see several major transformations, and he joined the podcast to share his thoughts on artificial intelligence's influence on the industry.
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Apr 7, 2023
Credit Worthiness Isn’t Worthy Without Better Data
Lauren Crossett, Chief Revenue Officer at Pinwheel, joins the podcast to discuss making consumer data available to fintechs and empowering consumers with new opportunities and financial products.
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Mar 30, 2023
The Buy Now, Pay Later Breakdown
Nelly Rezny, SVP of the Business Solutions Group at Temenos, joins Hunter on the podcast to discuss the evolution of buy now, pay later (BNPL) and the future of payments partnerships.
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Jan 17, 2023
How to Unify Experience in a Broken, Siloed, Multi-System Financial World
Emily Steele, president and COO of Savana, joins the podcast to discuss the brokenness of the financial world and how to unify experiences for both bankers and consumers.
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Jan 4, 2023
The Evolving Reality of Banking-as-a-Service and Embedded Finance
Trent Sorbe, CEO of Central Payments and co-founder of Falls Fintech, joins Hunter to discuss the future of payments and the evolving reality of Banking-as-a-Service and embedded finance.
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Dec 12, 2022
Inclusive and Human-Centered Design Unlocks Greater Financial Security.
Gosia Tomaszewska, Director at Commonwealth, has a goal of making financial security possible for everyone. At Commonwealth, their focus is on systemic changes and designing human-centered products to promote inclusive and accessible financial opportunities.
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Nov 16, 2022
The Wizest Investment Combines People and Tech
Axel Thibon, founder and CEO of Wizest, joins the podcast to discuss his focus on making investing more accessible and understandable.
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Nov 7, 2022
The Great (Digital) Transition in Banking
Emmanuel Daniel, author and founder of Asian Banker, joins Hunter to discuss the future of finance, trusting digital banking, and the development of global financial markets.
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Oct 24, 2022
The Competing Credit Union
The Honorable Kyle Hauptman, Vice Chairman of the National Credit Union Association, joins to talk about the perpetually innovating and competing credit union industry.
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Sep 13, 2022
The Post-Pandemic Role of Accounts Receivable Financing
Mark Russell and Gary Lewis come together to speak with Hunter on how client relationships have changed since the pandemic and how technology has played a vital role.
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Aug 15, 2022
Financial Literacy Starts Early, In The Home
Paige Cornetet, bestselling author and founder of Millennial Guru, shares the importance of discussing finances in the home.
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Aug 5, 2022
AMEX's Evolution Is A Data-Filled Journey
Mindy Davidowski, SVP, Product, Digital Commerce, and Design at American Express, shares the biggest evolutions and developments in product delivery and launching that have taken place in recent years.
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Jul 22, 2022
ABA Bank Marketing Conference 2022 Showcase
John Hanley, SVP and Senior Director of Marketing at Equity Bank, shares details about the upcoming ABA Bank Marketing Conference that helps support strong financial marketers.
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Jul 19, 2022
The Changing Credit Union from the CFO Chair
Steve Arbaugh, CFO and EVP of Finance at SECU, shares key developments in the financial industry, including technology that is bringing some of the biggest changes for credit unions.
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Jun 21, 2022
The Rise of Risk Intelligence
Amanda Cohen, Director of Governance, Risk, and Compliance Products at Resolver, sought to innovate and revolutionize how businesses view compliance teams. In the past, compliance has been viewed as a tiresome and tedious aspect of projects, but Amanda knew it didn’t have to be this way.
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Jun 3, 2022
Making Data Visible
Kim Snyder, CEO and founder of KlariVis, has always sought ways to make data as accessible and transparent as possible. After years of working in numbers as an accountant and as a CFO at a community bank, she recognized that a simple, clear solution for data visibility in banking didn't exist. So, she decided to do something about it.
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Apr 8, 2022
The Blockchain Bridge Builders Creating The Future of Money
Henrik Aasted Sørensen co-founded e-Money to bridge traditional bank accounts to blockchain and simplify how we use money.
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Mar 17, 2022
Bridging the Alternatives Investment Gap
Brian Harstine created Acquire Invest, powered by blockchain, to bring private equities to every investor and make investing more inclusive and accessible.
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Mar 9, 2022
Smartening Up the Debit Card
Billy Roberts, CEO of Wedge, created a smart debit card to simplify banking for users and stand out as a sustainable financial option.
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Mar 2, 2022
Future-Ready Financial Organizations Start With Culture
Andy Witherbee, CEO and founder of Engage Partners Group, shares insight from his experience in the financial services industry and discusses building future-ready financial organizations.
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Feb 23, 2022
Simplifying Investing With Super (Embedded) Apps
Ben Soppitt, co-founder and CEO of Unifimoney, shares his goal of simplifying investing by cutting out third-party applications. His company’s vision is to ensure everyone is able to manage their money in one simple and easily accessible place.
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Feb 3, 2022
Finding Success as a Fintech Founder
Tyler Griffin, co-founder and managing partner of Financial Venture Studio, knows the ins and outs of what it takes for a founder to succeed. Griffin, who has decades of experience in the fintech and banking space, shared his first-hand experience in the fintech community and provided insight into how new founders can connect themselves to the broader fintech network.
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Jan 12, 2022
On-Demand Pay Day
Matt Kopko, VP of Public Policy at DailyPay, handles the company’s regulatory interaction, lobbying activity, and research on its financial wellness impact. Matt and Hunter discuss the future of payments and on-demand payroll.
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Dec 10, 2021
Mortgage's Future Is Analytical, But Still Human
If you’ve tried to buy a house in the past year (or just browsed a real estate marketplace for fun), you may have noticed that housing prices and the demand for real estate soared at a record-breaking pace. Hunter’s latest guest, Alex Leduc, founded Canadian-based proptech Perch with the goal of empowering people throughout the entire home buying process.
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Nov 18, 2021
The Digital-First Community Bank Experience
Michelle Toll, the co-founder and Chief Innovation Officer of Digital First, LLC joins the podcast. Prior to her new venture, Michelle had over 20 years of experience in community banking. Over the past decade, she nurtured an interest in fintech, disruption, and digital innovation. When she connected with a former colleague (turned co-founder), the idea of a community-focused, digital bank emerged and she decided it was the perfect fit for what the market needed.
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Nov 4, 2021
Trusting the Future
On the latest episode, Hunter hosts Nancy Giordano, a strategic futurist whose accomplished career began in the advertising and branding space. Throughout this work, Nancy experienced each notable technology revolution - from the Internet to mobile to social media. Nancy brought her forward-looking mindset to the podcast to give us a peek into what’s to come.
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Oct 13, 2021
Small Business' New Data Story Starts With Normalized Accounting Data
Small businesses everywhere have struggled long enough with disjointed data streams that come from multiple different systems. To make the data “talk back” and tell the story of your business, the accounting data needs to be normalized via modern APIs. Sohaib Zahid joins the podcast to talk about how his company plans to unlock this new era of data for small business accounting.
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Sep 29, 2021
The Launch, Test, Scale Strategy for Building Digital Banks
There seems to be a “moving target” for how to define a digital bank strategy. As more banks and fintechs increase the diversity of their offerings and the size of their digital marketing investment, it’s time to step your game up if you’re thinking about launching a digital bank.
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Sep 2, 2021
Digital Customer Service Is Now Table Stakes
Customer service, and most importantly digital customer service, continues to battle tension between its legacy tools (e.g. IVR phone systems) and the increasing role of artificial intelligence (AI), modularization, and on-screen voice. But customers of all ages expect their financial services partners to be there when, where, and how they want.
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Aug 19, 2021
Solving the "I'll Pay You Back" Rift
If you’ve felt uncomfortable while asking a friend to split the dinner bill, reminding a roommate to reimburse you for utilities or hearing an unfulfilled promise of, “I’ll pay you back,” you’re not alone. Our recent podcast guests, Haafiz Abdurrahim and Adoba Yua, co-founded their fintech RiftPay to solve this timeless problem.
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Aug 9, 2021
Wealth Tech for Main Street
Margaret Hartigan created Marstone, a digital wealth management platform, to humanize and demystify finance. The company was founded on solid pillars, including the desire to address a lack of financial literacy. As a former financial advisor of ten years, she noticed a substantial number of people who weren’t financially literate or knowledgeable about their own investments.
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Jul 23, 2021
Connecting the Chasm Between Banks and Fintech
Trent Sorbe, founder and president of Central Payments, joins the Financial Experience Podcast to discuss innovation in the fintech space, payment partnerships, and why banks should act like a toaster. Yes, a toaster.
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Jul 13, 2021
Frich Makes Money Social and Accountable for Gen Z
In the latest episode, Hunter talks with the co-founders of a revolutionary app geared toward Gen Z. Katrin Kaurov and Aleksandra Medina, two young entrepreneurs who have traveled across the world and now settled in New York City, noticed a pattern of poor spending habits while building and maintaining a social life in each new place. The price of coffee dates, dinners, and cocktail hours adds up, and they wanted to break the cycle of financial stress for social generations like Gen Z and millennials. So, they started building Frich.
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Jun 25, 2021
Financial Wellness Grows Inside the Workplace
“It doesn’t make sense to worry about things we can’t control because we can’t control them. On the other hand, it doesn’t make sense to worry about the things we can control because we can control them.” Brian Nelson Ford shared this key piece of advice on our recent podcast as a reminder to us all in periods of great uncertainty. He’s used this principle and others to build a personal finance education company that has become a key facet of workplace financial education inside Truist Bank.
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Jun 2, 2021
The Keys To Staying Independent
Do you know your customer cohorts that deliver the most value? Are you developing a curriculum for internal succession? Do you augment products with unique tech offerings that attract new customers? It takes a lot of work to operate an independent community bank and our latest podcast discusses what factors are critical today.
Jeff Marsico recently joined the podcast to talk about “operating discipline” and how banks can stay independent in a time of great change amidst a number of pressures on customer loyalty. Jeff used his decades of experience this past year (and some extra time in lockdown) to write a new bank strategy book: Squared Away: How Can Bankers Succeed as Economic First Responders. He touches on a number of the principles within the book throughout our discussion, crossing strategy, execution, and culture.
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May 14, 2021
A De Novo For A New Era of Banking
Locality Bank, a de novo that is expected to go live later this year, has the strategic advantage of launching at "an opportune time,” much like Keith’s previous bank that came to life out of the Great Recession. As de novo activity continues to sputter along nationally and M&A activity over the last decade removed many of south Floridian business owners’ favorite community banks, Locality’s stakeholders saw a clear need.
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May 3, 2021
A Shift To Niche
“You don’t start with the bank. You start with the customer. And most importantly you start with some really good data.” Liz High, EVP of Strategy and Marketing at Nymbus, recently joined the growing team at the rapidly-scaling financial technology company and can’t believe “this is really her job.” Creating twelve ready-to-launch brands in a matter of months, she and her team are redefining what it means to "build or buy" technology.
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Apr 7, 2021
Clearing The Smoke Between Cannabis and Banks
In an ever-changing industry with evolving rules and regulations, it is vital to have a well-oiled compliance rules engine. That is, at least, what Kevin Hart would say. The latest Financial Experience Podcast guest is the CEO of Green Check Verified, a company that has modernized how cannabis businesses and financial institutions work together.
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Mar 24, 2021
Less Widgets, More Value Creation
On the latest podcast, Hunter virtually sits down with Joe Welu to discuss why undergoing a digital transformation can be difficult, why financial companies are often misaligned with what the customer needs, and what value creation looks like in a modern financial organization. Joe, CEO of Total Expert, the first marketing and customer engagement platform built for the financial services industry, has built his business going “a level deeper” with clients and created a company that’s stood out in a crowded field.
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Mar 18, 2021
The Foundations of Financial Literacy
The core values of SECU Credit Union are based on the philosophy of people helping people and giving back to the community. In order to strengthen these values, SECU created a foundation to build a stronger Maryland. Sarah Ryan, Assistant Vice President of Community Engagement at SECU and Director of SECU MD Foundation, joins the Financial Experience Podcast to discuss the foundation’s broad impact on education, health and wellness, and community development.
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Feb 21, 2021
New Paths To Credit
Our recent guest, Alpa Lally, discusses a common, yet staggering, credit statistic: 100 million people are said to be excluded from the credit ecosystem because they lack a traditional credit history or experience with traditional credit products.
Alpa emphasizes that Experian’s team is continuously searching for novel ways to use data. In the future, she is excited for more opportunities to provide lenders with the data they need to fully evaluate a consumer’s position and involved risk. Consequently, Alpa is looking forward to see more consumers take the driver’s seat in their credit journey.
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Feb 15, 2021
Tech Rising From Community Banking
Nathan Baumeister joined the Financial Experience Podcast to discuss the evolution of ZSuite Technologies from inside a community bank to a product that is solving commercial money management issues for banks across the country.
When Liberty Bank, based in Greater Boston, needed to grow deposits out of their productive commercial lending business, they took a unique approach.
Listen to our latest podcast to hear how this community bank built a powerful tool that solved a customer pain. And it's turning into something much bigger.
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Jan 26, 2021
New Growth Mindset
Community banks and credit unions face a continuous onslaught of noise surrounding the latest transformative digital solutions, but Nymbus has set a course to do business differently. Jeffery Kendall, appointed CEO of Nymbus in 2020, joined the podcast to talk about his philosophy as a technology provider and where he sees the greatest opportunities for banks and credit unions.
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Jan 12, 2021
Embedding Finance’s Future
Through the use of fintech apps and partnerships between tech companies and financial institutions, people are being introduced to more personal financial management tools. Dov says that “financial wellness should not be on autopilot,” and through the use of embedded finance, investment and financial wellness tools can be integrated into our daily lives.
Whether it is Credit-Card-as-a-Service or embedded finance, we're covering the trends to watch on this latest episode.
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Dec 14, 2020
Helping Fintech Conquer the Last-Mile Challenge
Our latest guest, Nikkee Rhody, joins Hunter to detail her 20+ year banking background and her role in the foundation of a fintech accelerator. Falls Fintech is a 12-week program based in Sioux Falls, South Dakota for early-stage financial technology startups. It is the first accelerator to be founded by a full-scale digital payments bank, and Nikkee describes the development of the program, its deep focus on research and figuring out who (and how) they want to serve.
In an unusual year, the Falls Fintech team had to pivot to help their founder community deal with not only the typical challenges of starting a new company, but the weight of doing so in the most unconventional of years.
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Dec 13, 2020
Finding Your Product Niche As A Small Community Bank
Kreighton Reed joins The Financial Experience Podcast to discuss his journey at Solera National Bank, a community bank in the Denver metropolitan area. Solera Bank is not your “typical” community bank. It was founded in 2007, is nationally-charted, and from its conception, the bank’s focus was on efficiency. They decided to cut out retail banking and hone in on the niche market of self-directed IRAs and 401(k) plans.
We discuss the importance of leading with product innovation, and then finding the technology to marry it. Solera Bank created a new checking account product, made an easy wiring system, and it was attractive and convenient for customers that don’t want to spend an extended amount of time waiting in their local bank.
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Nov 16, 2020
Lasagna-As-A-Service
Our latest guest, Cokie Hasiotis, discovered America’s banking infrastructure to look like a mess of spaghetti, one that is routed the wrong way with a foundation based on social and economic inequalities.
Cokie’s goal is to make an infrastructure resembling a stacked lasagna, and this idea led to Cokie founding the first Banking-as-a-Service consultancy in the United States, aptly named Lasagna Consulting.
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Nov 6, 2020
Culture and Customization Lead a Cloud-Based Future
On the latest episode of The Financial Experience Podcast, Hunter and Kelsey Weaver, Chief Innovation Officer and Co-Founder of Neocova, discuss the transforming relationship between banks and fintechs, as well as what the future holds for the success of these partnerships. She says that fintechs are now being viewed as “Lego blocks,” and serve an important role in the building of a bank. Neocova’s focus is on rebuilding, not replacing, what a bank needs to run efficiently and securely.
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Oct 22, 2020
Seeking Capital in Crisis and in the Future
How can one find the right borrower-lender relationship in the most efficient way? Accessing capital has never been easier in today’s digital marketplace, but the explosion of choices doesn’t mean businesses are getting the right capital.
Mike Rozman joined The Financial Experience Podcast and discussed the evolution of BoeFly, a business financing marketplace, the franchisor lending model, and the unique impact COVID-19 had on the business.
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Oct 12, 2020
LSBX, The Banking As A Service Pioneer
How does a 100+ year-old community bank based in Cedar Falls, Iowa become a national leader in the emerging “banking as a service” model for partnering with fintechs? Mike McCrary, a longtime banker and fintech fanatic saw the opportunity when others saw fintech as a threat.
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Sep 9, 2020
The Digital Growth Mindset
“Digital transformation” is a phrase de jour right now and, as is the case with any overused phrase, it’s lost some of its meaning amidst the punditry. But James Robert understands the definition and what it means to be an organization focused on “digital growth.”
What are real tangible steps to digital growth today? Listen in for great tips from James Robert.
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Sep 9, 2020
Perseverance and Personal Branding
As a commercial banker, you can’t just a be “a conduit to cash,” Greg, a longtime lender and small business advisor, reminded bankers on our recent podcast. But it’s tough not to fall into that vacuum. We live in a financial world where options are aplenty and credit is becoming commoditized.
So how do you stand out?
If you’re a current banker or just need some lessons on perseverance, you’ll love the lessons Greg teaches on this episode. Enjoy!
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Sep 3, 2020
Building A Bank On Better Behaviors
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).
Our discussion took on some of the largest issues facing the financial sector incumbents today. This is one you won’t want to miss.
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Aug 17, 2020
Creating Powerful Social Media Around Culture, Content, and Compliance
Doug and Hunter sat to talk about all things social media, content, digital advertising and how he’s building a platform to connect the dots of organic and paid social media management.
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.
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Aug 17, 2020
Building A Student Lending Marketplace That Leads With Heart and Help
With an influx of competitors over the last decade, how does an online student marketplace 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.
Pete Wylie, COO of CommonBond, discusses “two sides to scale, customer and capital" and how their company has creating a clear value proposition and a great experience.
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Aug 5, 2020
Building Financial Empathy One Conversation At A Time
Why aren’t 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.
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Aug 5, 2020
Big Data Is A Big Climb, But There’s A Path
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.
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Jul 23, 2020
Are You “All-In-All-On” When Engaging Your Customer?
Sue Woodard, Chief Customer Officer at Total Expert, joined the Financial Experience Podcast to discuss how she sees trust-building continuing to evolve in the financial world.
We discussed 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.
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Jul 7, 2020
Stacked Odds - Improving Black Financial Lives
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.
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Jul 1, 2020
How FIs Can Solve the Complexities of Relationship Management?
If financial services companies are serving an average of 600 customers per employee, is there an opportunity to improve that?
“Absolutely,” says Joe Salesky, CEO of the popular financials services CRM platform, CRMNEXT.
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.
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Jun 16, 2020
What’s At The Core Of Banking’s Future?
If you’ve ever worked in bank operations, you’ve probably shaken an angry fist toward your core provider.
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 challenging some long-held assumptions.
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Jun 16, 2020
Here For Good
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.
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Jun 8, 2020
The Making Of “The Girl Banker”
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.
Building a brand, new operational departments, and new technology within a $500M+ asset community bank in northwest Arkansas isn’t easy. But, doing all of that while being a mother to two boys and building a nationally-recognized women’s empowerment platform (The Girl Banker), it goes without saying that banking has given Natalie as much back as she has poured into the industry.
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Jun 8, 2020
Bank Financial Performance Improvement Is A Blend Of Culture, Technology and Relationships
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. The slow evolution from a pure price focus to a more holistic view of customer acquisition and retention has hampered some institutions, but there are signs that a new age of executive leadership is changing the course.
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Jun 2, 2020
Embracing Digital Brand and Technology Transformation
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.
How does your bank or credit union create a digital technology that aligns with your larger brand narrative? Allison and Hunter break it down on the latest podcast.
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May 29, 2020
Adapting Your Community Bank And Customers To A New Digital Reality
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? As marketers we sometimes neglect the fundamentals when serving a customer base that may have never engaged a bank's newer digital services. But, Joette’s team was able to clearly showcase the “step-by-step” process of using their digital tools, so customers felt more comfortable with the transition.
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May 29, 2020
What Separates Financial Companies In Their Use (or Misuse) Of CRM
CRM has often connotes painful feelings from many financial institutions. Failed implementations, slow adoption, or underused features seem to plague these tools from the moment a bank or credit union signs up for the service.
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.
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May 27, 2020
Fostering A Social And Empowering Culture at Renasant Bank
In the latest podcast, we covered Liz’s expansive role at her bank and how she leverages Renasant’s treasure trove of content to teach bankers how to share valuable and fun information with customers and prospects alike. We also discussed her creation of “Rise With Renasant” a women’s professional empowerment initiative, for which Liz is determined to mold into a lasting, authentic and representative narrative for women leaders within the bank and within the communities Renasant Bank serves.
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May 21, 2020
Banking Through Crisis In The Epicenter Of The Global Pandemic
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 their long-standing “relationship banking model.” In a time of crisis, “people just want someone to pick up the phone sometimes,” and the ConnectOne team married this spirit of service with their tech-savvy infrastructure to deliver a better experience for their clients.
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May 13, 2020
Facebook, TikTok, and the Evolution of Social Media In Banking
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 authenticity in ways financial institutions had not to-date. This transparency could create a powerful new moment for community financial institutions throughout this crisis and beyond.
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May 6, 2020
An Unexpected Path to CMO and Building a Progressive Community Bank
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 paying off, even in times of great crisis.
You don’t want to miss this latest podcast.
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May 2, 2020
Apps, Budgeting and What’s Next For Savings Fintech
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 Millennials and their savings behaviors, Kathleen moved her app toward a “digital customer focus,” seeing the types of behaviors and desires for new savings experiences across all ages. She talks through this evolution and how it is becoming even more important in a time of crisis and recession.
Kathleen also provided listeners with invaluable advice on how they can create incremental change and value for their customer and member bases.
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Apr 23, 2020
Culture and Values Take the Lead During Crisis
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 balance at home with “little humans” around.
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Apr 22, 2020
Where Will Data, Digital And Fintech Go Post-COVID?
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 the U.S. compares to the advancements in financial services across Europe and Canada.
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Apr 21, 2020
How A Community Bank In Virginia Steps Up When Customers Need Them Most
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 help non-profits and other organizations continue to provide services for the community in a time of need.
Listen how social media, the website, and a spirit of service continues to help Jennifer and her team serve their communities, even in the most difficult of times.
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Apr 21, 2020
Using Data to Understand Customer Needs In Crisis and After
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 preventing them from leveraging valuable information? Our latest episode explores how to shift this mentality.
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Apr 20, 2020
North Carolina Banks Meeting The Needs of Small Business
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.
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Apr 18, 2020
Critical COVID Communication and Marketing Re-Plans
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 thoughts on re-planning the marketing year and what you can do right now to improve your foundational marketing activities.
John even promised to keep the Pearl Jam references to a minimum. Something that is incredibly difficult for him to do.
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Apr 14, 2020
A Bank Marketer’s Perspective on the Response to COVID-19
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.
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Apr 13, 2020
Introducing The Financial Experience Podcast
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.
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