Explore every episode of the podcast Curinos (F)insights
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 2024 Banking Outlook: Planning for Success | 14 Dec 2023 | 01:00:52 | |
Higher-for-longer interest rates are here to stay. The upcoming jump in CD renewals is not a bubble. Lending opportunities are out there. These are but a few of the insights offered in 2024 Banking Outlook: Planning for Success, a podcast featuring Curinos experts executive vice presidents Pete Gilchrist and Brandon Larson; Adam Stockton, head of retail deposits and lending, and Suraya Randawa, head of omnichannel experience. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Using Real-Time Data To Drive Small Business Lending Relationships | 15 Nov 2023 | 00:15:46 | |
Danae Perkins, senior analyst for small business lending at Curinos, shares insights on how banks and credit unions can better utilize data to connect with small-business borrowers and manage risks inherent in a high-rate environment. To learn more, please email our Sales Solution Expert John Antiskay at john.antiskay@curinos.com Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Journey Across the Digital Landscape | 29 Jun 2023 | 00:17:40 | |
Suraya Randawa, Head of Omnichannel Experience here at Curinos, joins host Rutger van Faassen to discuss digital journeys and her latest article in the Curinos Review “Capturing The Next Generation Means Engaging Them Now." Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Finding Massive Opportunity in Precision Pricing | 21 Jun 2023 | 00:12:38 | |
Director of Consumer & Small Business Lending Lindsay Burkhalter joins host Rutger van Faassen to discuss Curinos’ recent Perspective “Precision Pricing in Small Business Lending,” co-written by Lindsay and Adam Lee Purvis (Director, Real Estate & Consumer Lending). Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: Rate Hike Pause: What does it mean for Financial Institutions? | 15 Jun 2023 | 00:09:48 | |
Managing Director Adam Stockton joins host Rutger Van Faassen to discuss the positives and negatives as the Fed moves to pause rate hikes. Read more insights on the latest announcement here: https://curinos.com/our-insights/curinos-perspective-fed-announces-pause-rate-hikes/ Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Amplero Takes Center Stage at FinovateSpring | 13 Jun 2023 | 00:08:06 | |
This week we're doing something a little different. Recently our team attended FinovateSpring where Managing Director Sarah Welch and Amplero VP Tazmin Baliff Curtis demoed Curinos' Amplero Personalization Optimizer and its closed loop AI test-and-learn engine. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 17: 2023 CMO Summit Key Take Aways | 24 May 2023 | 00:15:54 | |
On the back of Curinos’ 2023 Chief Marketing Summit, Rutger speaks with Executive Vice President of Omnichannel Sales and Experience, Brandon Larson on key take aways. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: Not All Deposits Are Created Equal | 11 May 2023 | 00:22:05 | |
Director of Retail Deposits Adam Stockton and Director of Commercial Peter Serene join host Rutger van Faassen to discuss all things deposits in light of recent market changes. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: Fed Hikes Again – Implications for Small Businesses | 04 May 2023 | 00:09:08 | |
Manager of Small Business Lending Strategy Bryan Snyder joins host Rutger van Faassen to discuss the implications of the recent fed hike on small businesses. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 16: The Chrisman Commentary | Funded Mortgage Volume; Curinos' John Sayre on Production Trends and Data; Fed Rate Hike Predictions | 18 Apr 2023 | 00:20:44 | |
Curinos (F)insights is delighted to re-release this episode of The Chrisman Commentary. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 15: The Boom in Unsecured Lending | 12 Apr 2023 | 00:13:11 | |
Join us as Lindsay Burkhalter, director of consumer and small business lending at Curinos, examines the recent boom in unsecured lending. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 14: Viva Las Vegas! Insights from CBA Live 2023 | 31 Mar 2023 | 00:10:34 | |
Live from one of finance’s biggest events, Curinos' Rutger van Faassen chats with industry experts on key topics in today’s industry. Hear from Mike Shepard (U.S. Bank) and Matt Cammarota (Liberty Bank) on what’s top of mind for 2023. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Even With Fed Rate Pause, FIs Will Keep Jockeying On Deposit Prices | 02 Nov 2023 | 00:10:07 | |
Adam Stockton, head of retail deposits and lending at Curinos, offers his take on what the Fed hold steady on rates means and he points out where some institutions are finding opportunities in today's difficult environment. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: What Does The Latest Fed Rate Hike Mean For Commercial Deposits? | 23 Mar 2023 | 00:11:42 | |
Director Peter Serene joins host Rutger van Faassen to discuss implications for commercial deposits following the Fed’s latest rate hike. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 13: The Future of Fintechs | 09 Mar 2023 | 00:23:47 | |
Join us as Bob Warnock, senior client manager at Curinos, brings us up to speed on what’s happening in the fintech industry. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 12: The Challenges and Opportunities in Today’s Mortgage Market | 22 Feb 2023 | 00:18:00 | |
Join us as Richard Martin, director of real estate lending solutions at Curinos, dives into the state of the U.S. mortgage industry. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 11: New Digital Banking Tools Can Encourage Good Financial Habits | 08 Feb 2023 | 00:20:02 | |
Join us as Suraya Randawa, head of omni channel experience at Curinos, speaks about how new digital banking tools can do more than just tell customers their credit score. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: What Does The Slower Pace of Fed Hikes Mean For Financial Institutions? | 02 Feb 2023 | 00:10:12 | |
Director Adam Stockton joins host Rutger van Faassen to discuss what’s in store for financial institutions as the Fed slows the pace of rate hikes. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 10: The Social Importance of Financial Services | 25 Jan 2023 | 00:21:08 | |
Join us as special guest Theodora Lau, founder of boutique consulting firm Unconventional Ventures and author of Beyond Good: How Technology is Leading a Purpose-driven Business Revolution, speaks about how financial services can contribute to a more inclusive society. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 09: How To Make Bank Branches Relevant In 2023 | 11 Jan 2023 | 00:30:31 | |
Join us as Andrew Hovet, director of distribution and sales performance, discusses ways that bank branches can stay relevant even as transactions decline. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 08: The Year Ahead: How to Tackle the Challenges of 2023 | 15 Dec 2022 | 00:59:22 | |
Join us as Curinos experts Pete Gilchrist, Suraya Randawa and Brandonn Dukes discuss the challenges and opportunities facing financial services in 2023. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: The State of Play in Canada Following Latest BOC Rate Hike | 13 Dec 2022 | 00:11:20 | |
Join us as Kevin Travis, EVP and client manager, discusses implications of the Bank of Canada’s latest rate hike. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 07: Deposit Life Is A Critical Metric That Needs More Attention | 30 Nov 2022 | 00:15:55 | |
Greg Muenzen, director of treasury and balance sheet management, discusses the importance of deposit life and its impact on bank profitability. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| How An Innovative Credit Union Is Approaching Customer Segmentation | 25 Oct 2023 | 00:17:25 | |
David Eldred, chief experience officer at Solarity Credit Union in Washington state, details his institution's approach to segmentation and the key lessons they've learned along the way. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 06: Get to Know Your Customer Through Marketing Personalization | 16 Nov 2022 | 00:27:10 | |
Managing Director Sarah Welch talks about how banks can deepen engagement by adopting marketing strategies that respond quickly to customer sentiment and action. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: Implications for Mortgages as Fed Hikes Rates Again | 03 Nov 2022 | 00:08:19 | |
Director Richard Martin joins host Rutger van Faassen to discuss the state of the mortgage market as the Fed raises interest rates another 75 basis points. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 05: What Do Higher Rates Mean for Commercial Banking? | 26 Oct 2022 | 00:18:32 | |
Join us as Director Peter Serene discusses how higher interest rates are impacting commercial banking. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 04: The Fast-Moving Mortgage Market – from ARMs to Servicing | 12 Oct 2022 | 00:13:39 | |
Join us as John Sayre, vice president of client success, discusses how higher interest rates are rippling through all corners of the home-loan business. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: Latest Fed Rise Puts Spotlight on Deposit “Haves” and “Have-Nots” | 22 Sep 2022 | 00:10:40 | |
Director Peter Serene joins host Rutger van Faassen to discuss the latest Fed rate hike and the need for scenario planning. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 03: The Resurgence of Home Equity | 14 Sep 2022 | 00:22:40 | |
Join us as Senior Market Analyst Ken Flaherty discusses the resurgence of the long-slumbering home equity market, including how to capitalize on the sudden boom and pitch the product to borrowers who aren’t familiar with it. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 02: The Decline of Overdraft Fees | 10 Aug 2022 | 00:20:58 | |
Curinos' Olivia Lui talks to Rutger about overdraft and research into its uses. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: Latest Fed Hikes Comes As Rates, Behavior Start to Shift | 28 Jul 2022 | 00:08:45 | |
Curinos Director Peter Serene explores the implications of rising rates. Built on expertise many have come to trust, Curinos (F)insights examine market challenges in the banking and financial services industry. Our podcast brings together experts from around the world to help you navigate the present and prepare for the future. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Episode 01: The Implications of Higher Interest Rates | 13 Jul 2022 | 00:23:51 | |
This month, Rutger van Faassen sits down with Adam Stockton to discuss higher interest rates. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| 00 Introduction | 28 Jun 2022 | 00:00:31 | |
Podcast Introduction Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Better Deposit Pricing For Smaller Banks And Credit Unions | 11 Oct 2023 | 00:12:37 | |
Agusta Patton, Head of Markets Client Solutions at Curinos, discusses today's challenging deposit-pricing environment and explains how data-driven insights generated by Curinos' new Deposit Optimizer Essentials solution, launching October 18th, can help smaller institutions price right and increase profitability. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| There's No Time For Delay In Getting Ready For 1071 | 27 Sep 2023 | 00:15:22 | |
Lindsay Burkhalter, director of small business solutions at Curinos, explains risks that banks and credit unions face if they are not diligent now in preparing to collect, analyze and report data on lending to minority-owned, women-owned and small businesses. Watch the Section 1071 Webinar here: https://curinos.com/our-insights/webinar-1071-small-business-lending/ Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Bonus: Are Some Banks Misjudging The Deposit Repricing Cycle? | 21 Sep 2023 | 00:17:35 | |
Peter Serene, head of commercial, and Adam Stockton, head of retail deposits, explain why they believe some institutions may have an overly optimistic outlook about when deposit prices will reach their peak. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Why Digital Differentiation Matters For Acquiring New Customers | 13 Sep 2023 | 00:19:10 | |
Olivia Lui, product marketing innovation expert at Curinos, digs into our recent research on how and why customers choose their primary banking relationship, and what that means for institutions as the digital banking channel grows in importance. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| The Fed’s Latest Bump: Higher-For-Longer Will Tighten Squeeze On Bank Profits | 27 Jul 2023 | 00:09:36 | |
Peter Serene, Managing Director of commercial at Curinos, explains how this week's 25bp rate increase will reprice more deposits and further narrow NIM in both retail and commercial. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||
| Rob Chrisman On Today’s Challenges In The Mortgage Market | 24 Jul 2023 | 00:28:21 | |
Consultant Rob Chrisman and Curinos' Rich Martin join the (F)insights podcast to share thought-provoking insights into today’s highly challenging mortgage market. Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com | |||