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 BankerWelcome Back, Dallas Wells
Alex Habet welcomes Dallas Wells back to the podcast to catch up on the latest hot topics in bank technology, including AI, fraud, and payments.
The Purposeful BankerInstant Payments Are Here: Now What?
In this episode of The Purposeful Banker, Jim Young welcomes Keith Gray from The Clearing House for an update on how banks and businesses are adopting the…
The Purposeful BankerThe Banking Industry From a Reporter's View
Alex Habet sits down with longtime banking industry journalist Paul Davis as they talk about how financial services have changed, as well as how journalism…
The Purposeful BankerThe Quest for Deposits: What's Working Now and What Will Work Eventually
Alex Habet shares a Q2 panel discussion between Sam Kilmer from Cornerstone Advisors, Stacy Armijo from Amplify Credit Union, and Erica Pilon from Capital One…
The Purposeful BankerConstant Leadership for Changing Times
As a follow-up to our last episode featuring Dr. Leda Glyptis, Alex Habet shares a replay of Dr. Glyptis' session at Q2's 2023 BankOnPurpose executive…
The Purposeful BankerAn Industry in Transition: Chatting with Leda Glyptis
In this episode of The Purposeful Banker, Alex Habet welcomes fintech expert Dr. Leda Glyptis to talk about what she's been up to the past few years, her book…
The Purposeful BankerIn the Headlines: Earnings, AI, and Basel
In this week's Purposeful Banker, Alex Habet takes a look at some of the latest headlines in banking news to see what the buzz is in the market and what's top…
The Purposeful Banker2024 State of Commercial Banking Preview
In this episode of The Purposeful Banker, Jim Young and Gita Thollesson discuss some of the takeaways from Q2's State of Commercial Banking 2024 Market…
The Purposeful BankerRegulatory Ripples: Basel III in 2024
In this episode of The Purposeful Banker, Q2's Steve Collum, senior manager, Strategic Advisory Services, digs in with Jim Young about Basel III and the ripple…
The Purposeful BankerDigital Designed for Growth
Digital technology impacts almost every aspect of a financial institution, from growth strategies to go-to-market approach. In this episode, we replay a panel…
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How Can AI Deliver Real Value for Banking?
In a first for The Purposeful Banker, Alex Habet hosts a livestream discussion with Carl Ryden and Corey Gross exploring AI's role in banking and lessons…
The Purposeful BankerFall Market Check-In
In this week's episode of The Purposeful Banker, Jim Young returns to welcome Tony Hernandez for a look at the latest market update based on Q2 PrecisionLender…
The Purposeful BankerThe Beauty You Don't Get From Beast Mode
Amid a world focused on shortcuts in the name of efficiency, is there room for beautiful, elegant innovation? Alex Habet and Adam Blue share a captivating…
The Purposeful BankerThe Case for Adaptability in Banking
Alex Habet shares some perspective around a replay of a timeless Leda Glyptis talk on digital transformation in advance of her session at the upcoming…
The Purposeful BankerA Unique (Deposit) Refinance Opportunity
Alex Habet welcomes deposit expert Neil Stanley back to the show to talk about an interesting opportunity for banks to be heros for their customers by offering…
The Purposeful BankerSMB: This Time, It's Personal
In this episode of The Purposeful Banker, Jim Young welcomes Ian Benton from Javelin Strategy & Research to talk about the value of small businesses in today's…
The Purposeful BankerHow to Be a Tech Budget Champion
Jim Young welcomes Q2's Tim Daley to the podcast to talk about not only how to determine whether the time is right for the bank technology you want funded, but…
The Purposeful BankerMaking Difficult Choices During Budget Season
In this episode of The Purposeful Banker, Jim Young and Dallas Wells return to the podcast to discuss how to get the most bang for your buck in the 2024…
The Purposeful BankerState of Commercial Banking Mid-Year Update
Q2's Gita Thollesson joins Alex Habet for a mid-year check-in to see what Q2 PrecisionLender data can tell us about how banks are faring in this volatile…
The Purposeful BankerThe Meteoric Rise of ChatGPT and the Future of AI
In this episode of The Purposeful Banker, Alex Habet replays an intriguing CONNECT 23 panel discussion with Corey Gross, Adam Blue, Carl Ryden, and Steve…
The Purposeful BankerAI: Everything Everywhere All at Once
Alex Habet shares a replay of Adam Blue's keynote at CONNECT 23 about how AI will affect banking, and how it won't.
The Purposeful BankerA Chat With Neil Stanley About Deposits
In this episode of The Purposeful Banker, Alex Habet welcomes well-known banking expert Neil Stanley, founder and CEO of The CorePoint, to discuss just how…
The Purposeful BankerSleepy Money No More
In this episode of The Purposeful Banker, Alex Habet welcomes Andy Heusel to discuss how waking up the "sleepy money" of deposits has affected bank strategy.
The Purposeful BankerThe Skinny on the New Instant Payments Rails
In this episode of The Purposeful Banker, Alex Habet welcomes Debbie Smart to talk about how payments innovation is a game changer for financial institutions…
The Purposeful BankerBreaking Barriers in Banking
Alex Habet welcomes Alexis Chavez, co-founder of gnuGrid CRB Uganda, the only credit reference bureau in Uganda focused on the informal financial sector (90%…
The Purposeful BankerMarket Update Amid the New Banking Crisis
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez share the latest Q2 PrecisionLender data and discuss what effect the high interest rate…
The Purposeful BankerBank Stress and Uncertainty in the Digital Age
Recent bank failures and pressure on liquidity have shined a light on how much digital has changed the banking industry. Alex Habet and Dallas Wells discuss…
The Purposeful BankerA Discussion That Was Ahead of Its Time
In part 2 of our look back at the impact AI has had on banking, Alex Habet replays a 2018 panel discussion with Carl Ryden, Jim Marous, and Greg Michaelson.
The Purposeful BankerGuarding and Growing Deposits
In this episode, Alex Habet and "Deal Doctor" Tony Hernandez talk about the importance of commercial deposits in the current market environment and discuss…
The Purposeful BankerA Message That Was Ahead of Its Time
As AI-focused technology makes the headlines, we take a step back in time to replay a 2018 BankOnPurpose presentation by Carl Ryden, then CEO of…
The Purposeful Banker2023 State of Commercial Banking Preview
In this episode of The Purposeful Banker, Alex Habet welcomes Gita Thollesson to discuss some of the takeaways from Q2's State of Commercial Banking 2023…
The Purposeful BankerBuilding a Strong Team for the Future
In this week's podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2's Kim Rutledge about how financial institutions are managing…
The Purposeful BankerDoing Digital: A Modern Bank's Guide to Thrive
In this week's podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2's Katharine Briggs about the role digital plays in their…
The Purposeful BankerThe Age of Volatility
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez break down ways financial institutions can empower their commercial relationship teams…
The Purposeful BankerPreparing Today to Brace for Tomorrow
Alex Habet is joined by Sam Kilmer of Cornerstone Advisors in a discussion about the expected market landscape in 2023, the challenges and opportunities it…
The Purposeful BankerCatching Up With Dallas Wells
In this episode of the Purposeful Banker, Alex Habet welcomes back longtime podcast contributor and former host Dallas Wells. We'll get an update on what…
The Purposeful BankerStriking a Balance Between Hurry Up and Wait
Alex Habet is joined by Adam Blue, Q2 chief technology officer, in a discussion about balancing speed with patience and intention to build a resilient, diverse…
The Purposeful BankerGood News, Bad News: Protecting Your Bank Against Bad Actors
In this episode of The Purposeful Banker, Alex Habet speaks with Steve Bartels from Q2 about the state of cybercrime in financial services and what banks and…
The Purposeful BankerSpotlight: How Texas Security Bank Uses Purpose to Take On Goliath
Shon Cass of Texas Security Bank joins Alex Habet to talk about the bank's story, strategy, and culture; how they think about technology; and how they're…
The Purposeful BankerWhy It's Time to Double Down on Relationship Banking
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez talk about why a relationship approach is more important than ever, from…
The Purposeful BankerFinally! Interest Rate Effects Start to Take Shape
In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez discuss results of the most recent review of Q2 PrecisionLender data and how the…
The Purposeful BankerEpisode Rewind: Bank Strategies for the Next Recession
In this episode of The Purposeful Banker, we rewind to a 2019 conversation with PrecisionLender CEO Carl Ryden and 11:FS CEO David Brear about the strategies…
The Purposeful BankerBankOnPurpose: Looking Back and Moving Forward
As Q2 prepares for the in-person BankOnPurpose conference in November, Alex Habet looks back at some of our favorite, most impactful sessions from past years.
The Purposeful BankerRM Tips: Structuring Deals in a Down Economy
As our economy reacts to the recent interest rate hikes, businesses aren't shying away from taking out loans. In fact, the average loan size has grown…
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Bear Market Breakdown
Now that we're in one, what is a bear market, really? And how should bankers adjust their strategies, if at all? In this week's podcast, Alex Habet and Dallas…
The Purposeful BankerWhat Are SMBs Saying About Their FIs?
In this episode of the Purposeful Banker podcast, Alex Habet sits with Dean Jenkins, former banker and leader of Product Marketing at Q2, to discuss the…
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Rate Hikes Are Here - What's Next?
With the Federal Reserve announcing a half-point raise in May—and further raises on the horizon—Alex and Dallas talk about the short-term impacts to deposits…
The Purposeful BankerPart Two: Winning With SMBs Is About More Than Just Technology
In this week's podcast, Dallas Wells and Alex Habet continue their conversation about how financial institutions can best serve small businesses. There's no…
The Purposeful BankerWinning With SMBs Is About More Than Just Technology
In this installment of The Purposeful Banker, Dallas Wells and Alex Habet get real about what it takes to serve today's small businesses. While digital…
The Purposeful BankerWhat a Long Strange Trip ...
It's Jim Young's final appearance on the show! He marks the occasion with Dallas Wells by going back to the beginning, more than six years ago, and comparing…
The Purposeful BankerTime to Talk Interest Rates
Interest rate hikes are (finally) on the horizon. How should banks adjust their 2022 strategies? Will an increase in commercial loan demand follow? And when…
The Purposeful BankerSMB Lending: What The Economist's Survey Says
Discussing the findings in the Economist's recent report: "What Is Shaping the Ecosystem of Small Business Lending?" It's based on a global survey of lenders…
The Purposeful BankerState of Commercial Banking 2022: Sneak Preview
A look at some of the insights and analysis coming up in the annual State of Commercial Banking webinar and report.
The Purposeful BankerA Look Back at Commercial Pricing in 2021
We start the year off by taking a look back at how the commercial pricing story unfolded over the course of 2021: where things started, what happened along the…
The Purposeful BankerA Commercial Banking Retirement Wave ... or Tsunami?
A generation of commercial bankers is rapidly moving toward retirement. What steps does the industry need to make to lessen the impact of this impending talent…
The Purposeful BankerIntroducing YieldBuilder and the BCG/Q2 Partnership
Discussing the recent BCG/Q2 partnership, as well as YieldBuilder - the product jointly developed by the two companies - and the impact it will have on the…
The Purposeful BankerWhat Does the Data Tell Us About Primacy?
We look at insights from the PrecisionLender database, as well as polls conducted with commercial bankers, to see what those findings tell us about Primacy -…
The Purposeful BankerSpreadsheet Shortcoming at Your Bank
Spreadsheets have their uses, but they're often not capable of performing some of the tasks banks ask of them. In this episode we look at spreadsheet…
The Purposeful BankerWhen Metrics Go Awry in Commercial Banking
PrecisionLender's founder Carl Ryden likes to say "Data that doesn't lead to action is just trivia." Banks are great at measuring all sorts of things, but…
The Purposeful BankerWhat's Driving the Recent Flurry of Regional Bank M&A?
Big-bank M&A deals are at their highest levels since the late 90's. In this episode we explore what factors are pushing more and more and regional banks to…