Shows / Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow
Next Best Action is a podcast about the people rethinking how banks and credit unions build stronger relationships. Hosted by Alex Jimenez, Managing Director of Consulting at Finalytics.ai, each episode features candid conversations with executives, marketers, digital leaders, and innovators shaping the future of financial services. From engagement and growth to loyalty and digital transformation, the show explores what it takes to build better banking.
Episodes
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowReady, Responsible, and Human: What AI Requires of Banks and Credit Unions
Is your bank actually ready for AI, or just buying it? What happens when you automate a process that was already broken? And if the model makes the decision…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowHow AI Is Changing the Way Customers Discover Banks and Credit Unions
How can banks and credit unions ensure they show up when a customer asks ChatGPT for mortgage rates or account options? With over 20 years as a fintech and…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowFrom Features to the Business: Why Digital Leaders Must Be Storytellers with Todd Purcell
How do digital banking leaders transform an organization when they don’t own the P&L, the technology, or the people? In this episode of Next Best Action, host…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowWhy Community Could Be a Credit Union’s Strongest Growth Strategy
What does it actually mean to be a community-first credit union, and how do you keep that promise as you grow beyond 300,000 members?In this episode of Next…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowHow Smaller FIs Win on Value, Speed, and Community
What does it take for credit unions to compete with national banks and fintechs without trying to become fintechs themselves? And why are we still treating…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowStrategy Over Outcomes: How to Partner With Fintechs the Right Way
What community banks and credit unions get right when they start with strategy instead of chasing deposits? In this episode of Next Best Action, host Alex…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowWhat Makes a Strong Chief Digital Officer?
What does it actually take to be a successful Chief Digital Officer in banking? In this episode of Next Best Action, host Alex Jimenez sits down with Jay…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowWhy Does Data Strategy Fail Even When You Have More Data Than Ever?
Why do so many banks and credit unions sit on mountains of data and still struggle to use it? The problem is rarely the data itself. In this episode of Next…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowWhy do Digital Banking Transformations Stall Before they Even Start?
The technology is often the easiest part. The real obstacles are culture, leadership, and the invisible rules that govern how people work. In this episode of…
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and GrowHow Digital Plays a Big Role in How Community Institutions Provide Relationship Banking
What happens to relationship banking when the branch disappears and everything moves to a screen? For nearly two decades, banks have been racing to digitize…
- Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow
Trailer
Next Best Action is a podcast about the people rethinking how banks and credit unions build stronger relationships. Hosted by Alex Jimenez, Managing Director…