Shows / The Purposeful Banker
The Purposeful Banker
The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial banking market. From market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.
Episodes
- The Purposeful Banker
Why Q2 Pursued Independent Certification for AI Agent Security
Banks and credit unions want proof that an AI system works the way its provider says it does. Q2 recently earned AIUC-1 certification, an independent standard…
- The Purposeful Banker
From Credential Phishing to Mule Accounts: Inside Q2's New Fraud Report
A new Q2 report quantifies a threat that happens gradually: account takeover. Built on anonymized data from nearly 200 banks and credit unions, the report…
- The Purposeful Banker
Beyond the Checklist: Writing RFPs That Get the Answers You Need
Most bank and credit union RFPs read like checklists, and checklists produce generic, unusable answers. Phil Marion, who leads Q2's proposal team and reviews…
- The Purposeful Banker
Don't Try to Boil the Ocean: Lessons From the AI Front Lines
In this episode of The Purposeful Banker, we're sharing a replay of a recent Q2 and Bank Director webinar on AI adoption in banking. Q2's Corey Gross talks…
- The Purposeful Banker
Investing in Fraud Defense: Rethinking the Calculations
Every fraud conversation eventually turns into a pricing conversation, and most banks and credit unions walk in ready to defend a budget using only one number…
- The Purposeful Banker
The Competitive Edge Hiding in Your Fintech Partners
Q2 Innovation Studio just marked its fifth anniversary, with more than 90% of Q2 Digital Banking Platform customers now using its SDK and partner ecosystem…
- The Purposeful Banker
Lack of Resilience: A Mid-2026 Commercial Banking Check-In
Six months into 2026, pricing activity is up, but spreads are compressed, fixed-rate margins are under pressure, and deposit balances aren't growing the way…
- The Purposeful Banker
Thriving Through Disruption: Digital Strategies for a Changing Market
Commercial banking is changing fast, and the institutions winning aren't waiting for things to settle. In this episode, recorded live at Q2's CONNECT 26…
- The Purposeful Banker
An Inflection Point in the Fight Against Fraud
Fraud leaders at banks and credit unions aren't asking whether AI belongs in the fraud stack. They're asking whom they can trust to build with. Jeff Scott…
The Purposeful BankerWhat Hundreds of FI Budget Conversations Reveal About 2027
Budget planning shapes what actually gets done. Melissa Haire, senior vice president of Customer Success at Q2, talks through how financial institutions can…
The Purposeful BankerBeyond the Binary: A Smarter Response to Account Takeover Risk
Fraud teams rarely struggle with the obvious cases. It's the in-between moments that are hardest: a suspicious login here, a profile change there, a…
The Purposeful BankerThe Hidden Cost of Banking Heroics
In this episode of The Purposeful Banker, Nicholas Koutouras, VP of Product Management for Q2's Relationship Pricing and Profitability business, discusses why…
The Purposeful BankerMore Than Another AI Conversation
In this episode of The Purposeful Banker, we're sharing a conversation that goes deeper than the usual AI headlines. In a replay of Q2's new AI-focused…
- The Purposeful Banker
Why Discipline, Not Momentum, Drives Better Bank Performance
In this episode, Nick Koutouras explores what it takes to build a repeatable operating rhythm that strengthens pricing discipline, portfolio oversight, and…
- The Purposeful Banker
Bank M&A Beyond the Balance Sheet
As bank M&A activity picks up, the real challenge is no longer just getting the deal done. This episode explores why technology readiness, integration…
The Purposeful BankerWhat Bank Leaders Need to Know About Stablecoins
As stablecoins move from industry debate to practical planning, Alex Treece of Stablecore joins the podcast to explore what banks should be doing now to…
The Purposeful BankerThe Math That Breaks Bank Silos
Nick Koutouras, leader of Q2's Relationship Pricing and Profitability team, explains why bank silos persist even with aligned teams: because the "shared math"…
The Purposeful BankerWhat Digital Dollars Mean for Treasury and Payments
Todd Klapprodt joins the podcast to provide a practical primer on stablecoins, tokenized deposits, and other digital assets—what they are, why commercial…
The Purposeful BankerWill 2026 Be the Year of Intention? 2026 State of Commercial Banking Preview
Digital banking in 2026 is shaping up to be an efficiency race driven by ERP connectivity, instant payments, and the shift toward small business "hub"…
The Purposeful BankerShowcasing Liquidity's Role: 2026 State of Commercial Banking Preview
In this episode of The Purposeful Banker, Jim Young sits down with Anna-Fay Lohn for a quick preview of the State of Commercial Banking analysis based on 2025…
The Purposeful BankerCan You Fight Fraud and Improve Customer Experience at the Same Time?
This episode features a replay of a Q2 webinar exploring how financial institutions can turn fraud strategy into a competitive edge by using connected fraud…
The Purposeful BankerWhat High-Performing Banks Dare to Do Differently
This replay of a recent panel discussion focuses on what separates top-performing banks from the rest. Hear how leading institutions are driving durable growth…
The Purposeful BankerArt, Algorithms, and the Future of AI in Banking
At Q2's Dev Days 2025, CTO Adam Blue challenged attendees to see AI as art, not automation. In this episode, he joins The Purposeful Banker to explore…
The Purposeful BankerInside Gen Z: A Fintech Playbook That Works
Gen Z is redefining loyalty, purpose, and primacy in banking, and fintechs are leading the charge in creating experiences that resonate with the Gen Z…
The Purposeful BankerWhat Is Fraud Intelligence?
Fraud is evolving fast, and so must the ways financial institutions fight it. In this episode of The Purposeful Banker, Jeff Scott, Q2's VP of Fraudtech…
The Purposeful BankerInside Gen Z: The Story Behind the Numbers
How financial institutions can best serve Gen Z accountholders is a popular topic in the industry. In this episode of The Purposeful Banker, we look past the…
The Purposeful BankerInside Gen Z: Lessons in Loyalty
This episode of The Purposeful Banker podcast is one in a series of episodes focused on better understanding Gen Z consumers and business owners. In this…
The Purposeful BankerTake the Emotion Out of Relationship Management
Commercial banking runs on relationships, but too often, "gut feel" drives decisions and muddies results. In this episode, Q2's new VP of Product Management…
The Purposeful BankerInsights From SMBs on the Digital Experience They Need
Small business owners rely on digital tools to run their businesses, but how does their banking experience measure up? In this episode, hear real-world stories…
The Purposeful BankerHow AI Beat the Bad Guys
In this episode of The Purposeful Banker, Corey Gross from Q2 and Louann Habenicht from Susser Bank discuss how AI is being used to battle the ongoing check…
The Purposeful BankerFrom Pain to Profit: Fixing Treasury Repricing at the Source
Most banks know they should revisit their treasury pricing annually—but few actually do. Why? Because the process is so complex, manual, and error-prone that…
The Purposeful BankerGive Small Businesses the Reasons to Choose You
What if we could digitize the end-to-end journey for small businesses? What would that look like, and what would we need to take into consideration? This panel…
The Purposeful BankerSecrets to Keeping Corporate Clients Happy
What do upper middle market and large corporate clients really need from their financial institutions? Get the inside scoop from industry experts and banking…
The Purposeful BankerAre You Leaving FX Money on the Table?
Hey listeners! Take our podcast survey to help us choose the content and conversations you'll find most beneficial. Only 10 questions: q2.com/podsurvey In this…
The Purposeful BankerFighting Account Takeover and Email Compromise in Business Banking
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey In this…
The Purposeful BankerFour Steps for Small Business Success, Part 2
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey In this…
The Purposeful BankerWriting the Recipe for Instant Payments
Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization's Instant Payments Cookbook, who needs to read it…
The Purposeful BankerTech, Touch, and Trust in Commercial Banking
Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercial business…
The Purposeful BankerFour Steps for Small Business Success: Part 1
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey This…
The Purposeful BankerThe State of Fraud in Banking
In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of…
The Purposeful BankerWebinar Sneak Peek: Fraud Orchestration With Datos Insights
Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help…
The Purposeful BankerBusiness Banking Is Relationship Gold for Credit Unions
The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they…
The Purposeful BankerMaking the Case for Positive Pay
The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to…
The Purposeful Banker2025 State of Commercial Banking Preview
In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commercial…
The Purposeful BankerCreativity Is Your North Star
This week's The Purposeful Banker shares Tania Katan's talk from the 2024 BankOnPurpose executive leadership conference, where she demonstrated how creativity…
The Purposeful BankerFrom Submarines to Banking: Navigating Technological Paradigm Shifts
In this episode of The Purposeful Banker, we share Sam Maule's keynote from the 2024 BankOnPurpose executive leadership conference, where he likened the…
The Purposeful BankerSmall Business: Fragmentation, Segmentation, and Beyond Business
The Purposeful Banker welcomes Matt Ross from Accenture to talk about how small businesses' banking needs have changed and how financial institutions are…
The Purposeful BankerOne Credit Union's Contrarian Approach to Commercial Banking
The Purposeful Banker welcomes back Stacy Armijo from Amplify Credit Union to talk about the credit union's unique approach to customer experience…
The Purposeful BankerThe Business Time Machine
The Purposeful Banker welcomes back Sam Maule from Moov, a speaker at our upcoming BankOnPurpose leadership conference and a self-proclaimed "technology…
The Purposeful BankerSo Let's Talk About Fraud
In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 Chief Availability Officer Lou Senko to discuss the impact of fraud on the industry and Q2's…
The Purposeful BankerBattling Business Nihilism
What does bank technology have in common with a semi truck? And how does business nihilism get in the way of digital transformation? Find out as Q2 Chief…
The Purposeful BankerWin Where You Want to Win With SMBs
In this episode of The Purposeful Banker, Dallas Wells welcomes Hunter Moses, head of Q2's Strategic Advisory Services team, to discuss how segmentation and…
The Purposeful BankerIt Started With a Dream
In honor of Q2's 20th anniversary, Dallas Wells welcomes our founder Hank Seale to the podcast for a look back at how his mission of empowering financial…
The Purposeful BankerERP Integration: A Complicated Necessity
In this episode of The Purposeful Banker, Dallas Wells welcomes Kathy Dwyer from the Q2 product team to discuss the growing demand for integration between…
The Purposeful BankerBalancing AI With Security and Compliance
In this episode of The Purposeful Banker, Dallas Wells welcomes Beth-Anne Bygum, Q2's chief information security officer, to discuss the implications of GenAI…
- The Purposeful Banker
Beyond the Hype: The Real Implications of GenAI on Banking
In this episode of The Purposeful Banker, Dallas Wells welcomes Corey Gross, VP of Product Management at Q2, to talk about the impact of GenAI on banking…
The Purposeful BankerMarketing Magic and the New Meaning of Engagement
In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 CMO Carlos Carvajal for a discussion about how marketing in banking has evolved and how to…
The Purposeful BankerView From the C Suite: Perspectives on Deposit Growth, Fraud, and Talent Management
In this episode of The Purposeful Banker, Dallas Wells sits down with Q2 President Kirk Coleman to get his perspectives on some of the most pressing topics in…
The Purposeful BankerAt the Intersection of Treasury and Technology
In this episode of The Purposeful Banker, Dallas Wells talks with Ben Cash from the Q2 product team about the expanding role of technology in treasury and cash…