Explorez tous les épisodes du podcast BankTalk Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Why Mutuals Matter | BankTalk Episode 123 | 24 Jun 2025 | 00:25:56 | |
Join us in this episode as we discover the advantages of a shared services model, what happens in a merger, and how specific entities such as technology contracts are negotiated. Jason Hicks, New Hampshire Mutual Bancorp CFO takes us through these topics from his perspective and experience while discussing his Mutual Matters Campaign. Presented by Remedy Consulting For more information on BankTalk: | |||
| Bank CEO Leadership Study | BankTalk Episode 122 | 27 May 2025 | 00:26:18 | |
Join Kevin Pernick, President and CEO of Bank Plus, as we discuss an informational survey done on bank leadership. Amongst other things, the results show a correlation between leadership styles, organizational trust, and bank financial results. Presented by Remedy Consulting For more information on BankTalk: | |||
| First Fidelity Bank’s Success with HSA Strategy | BankTalk Episode 121 | 13 May 2025 | 00:27:49 | |
Join us in this episode as we explore how First Fidelity Bank (FFB) is transforming its deposit growth strategy by leveraging a new digital platform. Facing competition from regional banks, neobanks, digital banks, and third-party fintechs, FFB has adopted a digital-first approach to attract new account holders. Starting with Health Savings Accounts (HSAs), FFB has seen tremendous results and is now expanding the platform to other consumer and business account channels. Join us as we discuss this successful partnership with John Symcox, CIO of FFB, and Philip Paul, CEO of Cotribute. Presented by Remedy Consulting For more information on BankTalk: | |||
| Insights into Graduate School of Banking | BankTalk Episode 120 | 29 Apr 2025 | 00:19:51 | |
Join Jason Mork, Director at Piper Sandler, as we delve into the world of the Graduate School of Banking (GSB). With experience as both a student and faculty member at various GSB institutions, Jason offers a unique perspective on the benefits and opportunities these programs provide. Discover who can benefit from GSB, the latest trends in the field, and valuable insights from someone who has seen it all from both sides of the classroom. For more information on BankTalk: | |||
| Everything you need to know about SERPS | BankTalk Episode 119 | 15 Apr 2025 | 00:27:06 | |
Join Rick Boothby of Acumen Financial as we discuss Supplemental Executive Retirement Benefits. Join us as we discuss using SERPS to hire and retain your high-value employees, as well as some of the pushback you may get from your internal teams as you implement or modify your SERP program. If you would like to schedule a call with Rick Boothby to further explore SERPS for your organization, please send an email to Mark Axmacher, Acumen Financial Advantage Business Development Manager at maxmacher@acumenfa.com. Presented by Remedy Consulting For more information on BankTalk: | |||
| The ABA Core Committee and 2024 Survey Results | BankTalk Episode 118 | 01 Apr 2025 | 00:27:19 | |
Debbie Whiteside of the ABA and Trey Maust, Chairman of ABA’s Core Platforms, join us to discuss the ABA Core Committee's position and their 2024 Core Platforms Survey Results. With over 70% of banks submitting feedback to the group, we discuss trends and themes that stood out while looking ahead at what’s next. Presented by Remedy Consulting For more information on BankTalk: | |||
| Growing Better Commercial Lenders | BankTalk Episode 117 | 18 Mar 2025 | 00:27:12 | |
Join Jack Kasel from Anthony Cole Training Group as we explore effective strategies to analyze and enhance your commercial lending team. We delve into diagnostic tools, peer reviews, and the essential training required by your senior managers to drive improved results. This episode is a must-listen for anyone looking to elevate their commercial lending operations. Presented by Remedy Consulting For more information on BankTalk: | |||
| Banking as a Service (BaaS) to fintech firms with Helix | BankTalk Episode 116 | 05 Mar 2025 | 00:26:38 | |
Join Ahon Sarkar, General Manager of Helix by Q2, as we explore the transformative world of Banking as a Service (BaaS) for financial institutions and fintech firms. Ahon, an expert in embedded finance products, shares his insights on the latest trends in virtual banking. Discover strategies to stay competitive, identify who stands to benefit the most, and delve into the developments in digital-only banking. Presented by Remedy Consulting For more information on BankTalk: | |||
| Impact of CRMs on Bank and Loan Growth | BankTalk Episode 115 | 20 Feb 2025 | 00:28:42 | |
Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery. Presented by Remedy Consulting For more information on BankTalk: | |||
| Some Things You Should Know About Next Generation Core Systems | BankTalk Episode 114 | 05 Feb 2025 | 00:27:35 | |
Next Generation core banking systems are going to change the way that community bankers think about open banking. Are the promises made by “next generation” core systems, which intend to replace the legacy core offerings by the Big Three providers (Fiserv, FIS and Jack Henry), coming to fruition? Is it time for Community Banks to migrate to a Next Gen core system? Join Charlie Kelly, Partner at Remedy Consulting, as we discuss Next Gen cores.
Presented by Remedy Consulting For more information on BankTalk: | |||
| Small Business Lending: Understanding the Landscape | BankTalk Podcast 113 | 21 Jan 2025 | 00:39:41 | |
Join Alex McLeod, Founder and CEO of Parlay Finance, to discuss Small Business lending. As a thought leader in the space, we wanted to get Alex in here to discuss SBA programs, challenges from both the business and banking sides, and the benefits of a tech stack that supports SMB lending. Presented by Remedy Consulting For more information on BankTalk: | |||
| Community Bank M&A Outlook? | BankTalk Episode 112 | 09 Jan 2025 | 00:27:41 | |
Join Kip Weissman from Luse Gorman as we discuss what happened in community bank acquisitions in 2024, and the outlook for M&A activity in 2025. We discuss major headwinds and tailwinds that may affect bank buyers and sellers in the near future. Presented by Remedy Consulting For more information on BankTalk: | |||
| How will the US Elections Affect your Liquidity and Investment Strategy? | BankTalk Episode 111 | 19 Dec 2024 | 00:26:51 | |
Join Scott Hildenbrand from Piper Sandler as we discuss the recent Fed moves, the yield curve, unrealized losses, and the US elections and strategies that banks and credit unions are making to improve their investment portfolios. Presented by Remedy Consulting For more information on BankTalk: | |||
| Banking on Trust: Why a Good Banker is Essential | BankTalk Episode 110 | 28 Nov 2024 | 00:33:00 | |
Join Jesse Schwamb, VP of Financial Planning and Analysis, at Members 1st Federal Credit Union as we discuss the growth from $1B to almost $8B in a short time and some of the successes and challenges that came with it. Jesse talks about their approach using data, dedicated service levels, and a hands-on approach with their personnel within their community. Presented by Remedy Consulting For more information on BankTalk: | |||
| Banking as a Service and the Collapse of Synapse | BankTalk Episode 109 | 14 Nov 2024 | 00:33:20 | |
Join Chris Davis, SVP at River Bank as we discuss BaaS and the implications of the Synapse, a program manager middleman in the Banking as a Service space. If you have considered hosting fintech relationships at your financial institution this is a very informative episode. Presented by Remedy Consulting For more information on BankTalk: | |||
| How are the Good Guys using AI to stop Fraud? | BankTalk Episode 108 | 30 Oct 2024 | 00:29:31 | |
Join Rene Perez, National Director of Sales-Financial Crimes for Jack Henry, as we discuss innovative new areas where fraudsters are using AI to commit fraud, and then a discussion on areas where AI is being used to fight back. Presented by Remedy Consulting For more information on BankTalk: | |||
| Wealth Management as a Source of Non-Interest Income for Banks | BankTalk Episode 107 | 15 Oct 2024 | 00:25:24 | |
With $84.4 trillion in assets expected to pass from baby boomers to younger generations over the next two decades, community FIs face a unique opportunity and a challenge in supporting new business owners. Join Anne Schutt, VP of Business Development at Midwestern Securities, as we discuss the importance of building long-lasting, “sticky” relationships with customers through Wealth Management services. With the ‘Great Wealth Transfer’ looming, Wealth Management provides banks with an important alternate avenue to build non-interest income. Presented by Remedy Consulting For more information on BankTalk: | |||
| CFG Bank’s Creative Deposit Accounts Benefit Key Bridge Recovery | BankTalk Episode 106 | 01 Oct 2024 | 00:16:14 | |
Join us for Jack Dwyer, CEO, of CFG Bank, the largest bank headquartered in Baltimore, Maryland as he talks about their “Maryland Tough Baltimore Strong” Money Market Account. A creative approach to bring together businesses and individuals from Baltimore and nationwide to support those impacted by the Key Bridge tragedy. For more information on BankTalk: | |||
| Impress your Friends with your Knowledge of CBDC’s | BankTalk Episode 105 | 17 Sep 2024 | 00:31:38 | |
Join Lynne Marlor, Co-Founder, of Women in Digital Assets, US Head of Partnerships/Memberships, to discuss the Global Blockchain Business Council and Central Bank Digital Currencies. She differentiates a stablecoin from a CBDC and the risks associated with each one. Lynne then talks about other countries that have adopted the CBDC and the pros and cons. Lastly, we check in on the US mindset and when she thinks we might adopt a version of a CBDC and why. Presented by Remedy Consulting For more information on BankTalk: | |||
| What You Need to Know About the Chevron Decision | BankTalk Episode 104 | 05 Sep 2024 | 00:34:22 | |
Join Rafael DeLeon, SVP of Industry Engagement at Ncontracts, as we discuss the US Supreme Court decision that ruled the Chevron case regarding government agency overreach. While overruling Chevron may seem like it is all positive for financial institutions, there may be other sides of the argument to consider for bankers. Presented by Remedy Consulting For more information on BankTalk: | |||
| The Value of Digital Customers: A Fiserv Study | BankTalk Episode 103 | 20 Aug 2024 | 00:29:09 | |
Join Megan Pannier, Fiserv’s VP of Adoption Marketing and Analytics, as we discuss Fiserv’s recent digital engagement study with Northwest Bank. We dig into the value of retail and business customers in the digital space and how they drive bank growth. Presented by Remedy Consulting For more information on BankTalk: | |||
| Everything You Need to Know about Patient Lending | BankTalk Episode 102 | 06 Aug 2024 | 00:22:56 | |
Join Jeff Grobaski, CEO of Epic River, as we discuss the opportunity to grow your commercial and consumer relationships through patient lending and relationships with healthcare providers. For more information on BankTalk: | |||
| A Refresher on Merchant Services | BankTalk Episode 101 | 23 Jul 2024 | 00:23:23 | |
Join Adam Keifer, VP of Sales for Fiserv, as we discuss the opportunity that Merchant Services may provide for financial institutions for non-interest income with the right commercial customer base. We discuss the industry and what it might mean for your relationships with your commercial customers. Presented by Remedy Consulting For more information on BankTalk: | |||
| 100th Episode Celebration | BankTalk Episode 100 | 09 Jul 2024 | 00:18:30 | |
Rich Carty hosts, interviewing Charlie Kelly, Partner at Remedy Consulting as we walk through the last several years of the BankTalk Podcast. We discussed the most downloaded episodes and things we learned along the way about how to provide the best episodes for our listeners. For more information on BankTalk: | |||
| Banking Clean Energy | BankTalk Episode 99 | 26 Jun 2024 | 00:34:37 | |
Join Ken Laroe, CEO and Co-Founder of Climate First Bank, as he discusses how a social strategy and focus on the environment helped Climate First grow from a Denovo to a bank with $600M in assets in just a few years. Presented by Remedy Consulting For more information on BankTalk: | |||
| Things You Can Learn from an Executive Recruiter | BankTalk Episode 98 | 13 Jun 2024 | 00:33:24 | |
Join BJ Berrettini, Executive Director of AJ Consultants, as we discuss everything from Non-compete and Non-solicit agreements to work-from-home and everything in between. Learn what Executive Recruiters know about your business that you do not! Presented by Remedy Consulting For more information on BankTalk: | |||
| The Value of Neurodiverse Customers | BankTalk Episode 97 | 30 May 2024 | 00:26:28 | |
Join Denny Howell, Co-Founder and COO of Mahalo Banking, as we discuss the value of application customization for the neurodiverse population, which makes up an average of 20% of a credit union’s customer base. Learn the innovative techniques that are being used to recruit this group of people. Presented by Remedy Consulting For more information on BankTalk: | |||
| What is going on at ICBA Check Fraud Taskforce? | BankTalk Episode 96 | 16 May 2024 | 00:30:10 | |
Join Scott Anchin, VP of Operational Risk and Payments Policy at the ICBA, as we discuss the taskforce the ICBA has put together on check fraud. Each of the sub-groups the committee has assembled are dedicated to addressing significant topics in the fight against this type of fraud. Presented by Remedy Consulting For more information on BankTalk: | |||
| Succession Planning with Your Major Shareholders | BankTalk Episode 95 | 30 Apr 2024 | 00:30:40 | |
Join Phil Buffington of the law firm Balch and Bingham, as we discuss some proactive techniques that forward-looking banks employ with their shareholders to ensure that the Board of Directors doesn’t run into unexpected shareholder surprises. Presented by Remedy Consulting For more information on BankTalk: | |||
| A Discussion on Family-Owned Banks | BankTalk Episode 94 | 16 Apr 2024 | 00:36:26 | |
Join Peter Wilder, Manager of the bank practice at the law firm of Godfrey and Kahn, as we discuss some of the complexities and opportunities of family-owned banks. From tax consequences and estate planning to other scenarios, this podcast will show why being proactive as a family owner makes sense. Presented by Remedy Consulting For more information on BankTalk: | |||
| Will Section 1033 Start Truly Open Banking? | BankTalk Episode 93 | 26 Mar 2024 | 00:31:02 | |
Join Peter Tapling, Managing Director of PTap Advisory, as we discuss the pending rulemaking on Section 1033 of the Dodd-Frank legislation. The rulemaking, at a high level, has some implications of truly Open Banking, which has been a challenge for most core providers and their customers. Presented by Remedy Consulting For more information on BankTalk: | |||
| Alternative Funding Sources for your Commercial Customers | BankTalk Episode 92 | 19 Mar 2024 | 00:27:27 | |
Join Alex Shvarts, CEO of FundKite, as we discuss one possible source of funding for businesses rejected for traditional bank financing. When FICO Scores are not enough to obtain a traditional loan, revenue-based-funding offers alternatives to businesses. Presented by Remedy Consulting For more information on BankTalk: | |||
| A C-Level Discussion on ACH | BankTalk Episode 91 | 06 Mar 2024 | 00:31:52 | |
Join Sean Carter, President and CEO of NEACH, as we discuss the ACH and Payments ecosystem. We discuss fraud prevention, cyber insurance, and the Fed Fraud Classifier in this episode as well. Presented by Remedy Consulting For more information on BankTalk: | |||
| How the Yield Curve affects Liquidity | BankTalk Episode 90 | 22 Feb 2024 | 00:36:55 | |
Join Zach Zoia and Vin Clevenger, Managing Directors at the Darling Consulting Group and hosts of the "On the Balance Sheet®" podcast, as we discuss the inverted yield curve and its reverberations through liquidity, investments, and lending.
Presented by Remedy Consulting For more information on BankTalk: | |||
| Pricing Account Relationships | BankTalk Episode 89 | 06 Feb 2024 | 00:36:05 | |
Join us as we speak with Mac Thompson, CEO and Founder of White Clay, as we discuss the value of Commercial and Consumer account relationships. We spend time discussing how to optimize products like Relationship Pricing and Commercial Account Analysis. Presented by Remedy Consulting For more information on BankTalk: | |||
| Why is Subordinated Debt Important to Credit Unions? | BankTalk Episode 88 | 24 Jan 2024 | 00:26:08 | |
Join us as we speak with Derek Szot, Managing Director at Piper Sandler, as we discuss subordinated debt for credit unions. Learn why subordinated debt has been a much hotter topic for credit unions than it has for banks over the past 18 months. Presented by Remedy Consulting For more information on BankTalk: | |||
| Keeping up with the Jones’ in Digital Banking | BankTalk Episode 87 | 11 Jan 2024 | 00:51:45 | |
Join us as we speak with John Karacalidis, SVP of Operations, IT, and Digital Banking at Village Bank, as we discuss digital usage and some critical things that community banks need to do to compete digitally with large banks. We also discuss how to get continual feedback from your customers on your digital offerings. Presented by Remedy Consulting For more information on BankTalk: | |||
| Inside the Bank Enforcement Action Process | BankTalk Episode 86 | 26 Dec 2023 | 00:32:21 | |
Join us as we speak with Brendan Clegg, Partner at Luse Gorman about the types of issues that could lead to an enforcement action from the federal banking agencies. We cover the different types of enforcement actions, the ways that an enforcement action can develop, whether directors and officers can be subject to personal actions, common issues that trip up banks and their leadership, and other topics relevant to the bank enforcement process. Contact Brendan at bclegg@luselaw.com. Presented by Remedy Consulting For more information on BankTalk: | |||
| Will Your Interchange Revenue Be Shrinking Soon? | BankTalk Episode 85 | 12 Dec 2023 | 00:39:04 | |
Join us as we speak with Becca Kruse and Lance Noggle from the ICBA about some of the pending updates to the Durbin Amendment to the Dodd-Frank Act. Learn about Interchange revenue and expenses and whether the latest updates will have a net impact on your monthly earnings. Presented by Remedy Consulting For more information on BankTalk: | |||
| Why are Fraudsters Stealing Checks from the US Mail? | BankTalk Episode 84 | 22 Nov 2023 | 00:43:48 | |
Join us as we speak with Rene Perez, National Director of Financial Crimes Sales at Jack Henry and Associates, about the latest in mail fraud, and some things your customers can do to prevent it. We also cover new techniques the criminals are using in other areas, like digital login techniques. Presented by Remedy Consulting For more information on BankTalk: | |||
| How are Unrealized Losses affecting Bank M&A? | BankTalk Episode 83 | 07 Nov 2023 | 00:36:37 | |
Join us as we speak with Paul Ouweneel, Partner, and head of bank valuations at Wipfli, LLP, about Bank Merger and Acquisition activity in 2023 and the outlook for 2024. We also discuss the effects of unrealized portfolio losses on merger activity. wcfadvisors.com Wipfli Corporate Finance Advisors, LLC associates are registered representatives of RKCA, Inc. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli LLP. Certain accounting, tax, business advisory, and other services are provided by Wipfli LLP. RKCA, Inc. does not provide accounting, tax or legal advice. Investing involves the risk of loss. Past performance is not a guarantee of future results. For more information on BankTalk: | |||
| How does Bank Liquidity Affect Lending? | BankTalk Episode 82 | 17 Oct 2023 | 00:43:48 | |
Join us as we speak with Scott Hildenbrand, Head of Piper Sandler Financial Strategies, about how community financial institutions are morphing to improve liquidity. We then discuss how the higher price of purchasing deposits will likely affect loan volume in the foreseeable future. For more information on BankTalk: | |||
| Are Core Systems Truly Open to Third-Party Vendors? | BankTalk Episode 81 | 03 Oct 2023 | 00:42:18 | |
Core providers have been touting their advances in integrating to third parties through their “open” core platforms. We ask Charles Potts, Chief Innovation Officer at the ICBA to provide some insights into the “openness” of the major core vendors. For more information on BankTalk: | |||
| Who is using Instant Payments Today? | BankTalk Episode 80 | 22 Sep 2023 | 00:34:22 | |
Todd Koehn from Bankers' Bank joins BankTalk to look at which payments are moving through the Instant Payment networks today (FedNow and RTP). In reviewing these transactions, we analyze what this might mean to your clients. Email tkoehn@bankersbankusa.com For more information on BankTalk: | |||
| Should the Jeffrey Epstein/JP Morgan Settlement concern you? | BankTalk Episode 79 | 05 Sep 2023 | 00:32:29 | |
The sex trafficking victims of Jeffrey Epstein recently reached a large settlement with Epstein’s former bankers, JP Morgan and Deutsche Bank, roughly $365M. Join Ariel Gutierrez, Program Director for the Financial Crimes Risk Management product at Fiserv, as we discuss the potential liability implications for community financial institutions. For more information on BankTalk: | |||
| What is a Payment Rail and how are they Changing? | BankTalk Episode 78 | 22 Aug 2023 | 00:47:06 | |
With the release of Faster Payments, we decided to have a discussion with Tede Forman, President of Payment Solutions at Jack Henry on the Payment Rails, what they are, and how they differ. Then we spend a few minutes discussing the opportunity and threat to community financial institutions related to Faster Payments. For more information on BankTalk: | |||
| Should you be Lending on your Customer’s Receivables? | BankTalk Episode 77 | 09 Aug 2023 | 00:25:13 | |
CEOs at community financial institutions continue to ask for ideas to improve liquidity and income in these changing market conditions, and Receivables Financing checks both boxes. Join Erik Trumpower, EVP of Capstone Banktech, as we discuss the risk and rewards of this sector, and discuss some ideas for administering a program at a community FI. For more information on BankTalk: | |||
| AI as a Game-Changer for Banks | BankTalk Episode 76 | 25 Jul 2023 | 00:33:44 | |
Artificial Intelligence is transforming the banking industry in many ways, from fraud detection to customer service, but the complexities can seem overwhelming. Join Ben Udell, SVP Client Experience at Lake Ridge Bank, as we explore some of the practical uses he has found for AI in his day-to-day, and how it can benefit both banks and customers. Contact Ben at budell@lakeridge.bank. For more information on BankTalk: | |||
| Are 36% of Banks on the Wrong Core System? | BankTalk Episode 75 | 11 Jul 2023 | 00:21:06 | |
Join Charlie Kelly, Partner at Remedy Consulting, as we discuss core banking systems and whether your financial institution is on the right core to improve efficiency and drive sales. If you are considering a change in your core system, what should you know ahead of time and are you asking the right questions? Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. For more information on BankTalk: | |||
| The Hidden Value in PFM Tools | BankTalk Episode 74 | 28 Jun 2023 | 00:45:43 | |
Join Jody Bhagat, President of the Americas for Personetics, as we discuss a Forrester study into the usage of Personal Financial Management tools. Should PFM be part of your digital arsenal, and how should you consider Return on Investment when deciding on PFM tools? For more information on BankTalk: | |||