ProSight Banking Strategies
ProSight Financial Association
The ProSight Banking Strategies Podcast is here to inform you on the top trends, challenges, and opportunities in banking today. Formed from the merger of BAI and RMA, trusted organizations that have been supporting financial services leaders over 100 years, ProSight is a leading non-lobbying connector of people and information with deep expertise in risk, fraud, compliance, and retail and commercial banking. Our purpose is to empower financial services leaders to strengthen and advance our industry through training and insights, as well as tools and resources like this podcast.
Episodes
Mentioned books
Mar 30, 2021 • 19min
21.04 - Reimagining the branch in a digital age
Banking is speeding headlong into its digital future. So where does that leave that old industry workhorse, the branch?
Jon Voorhees, director of distribution strategy at Terra-Strat Group, joins us to talk about the roles he envisions for physical locations in the years ahead.
Mar 23, 2021 • 15min
21.03 - Banks will benefit from new brokered deposit rules
The FDIC has made some changes aimed at streamlining the rules governing brokered deposits.
Tom Nelson, chief investment officer at R&T Deposit Solutions, joins us to explain some of the changes that benefit banks and credit unions.
Mar 16, 2021 • 15min
21.02 - Thinking small can lead to big digital results
For banks and credit unions, the idea of undertaking a digital transformation can be daunting. Our podcast guest says it doesn’t have to be.
Jim Baxley, executive director of global market strategy at nCino, shares his thoughts on how financial organizations can accelerate their big digital makeovers with "micro-transformations."
Mar 9, 2021 • 19min
21.01 - Innovation with a social conscience
BAI's 2020 Global Innovation Awards for are out, and the winners include a Texas-based bank that’s among the first to create its own opportunity zone fund to promote development in low-income areas.
Doug Schaeffer and Noelle St. Clair, both from Woodforest National Bank, join us on the podcast to discuss why and how they set up the fund.
Feb 23, 2021 • 25min
20.08 - 3 new regulatory priorities for DC in 2021
With all of the big political shifts in Washington this year, we can expect to see big shifts in financial regulation as well.
Jo Ann Barefoot, CEO at the Alliance for Innovative Regulation, discusses three financial regulation changes that could help the industry and the country.
Feb 16, 2021 • 21min
20.07 - Bank customers want an emotional connection
Banks and credit unions want very much to be the go-to source for their customers’ financial services needs. The key to landing that role is establishing a strong and lasting connection.
Anson Vuong, managing partner at Gallup, discusses recent research that suggests many financial services organizations are underplaying the emotional side of making that connection.
Feb 9, 2021 • 20min
20.06 - Chat banking: Meeting customers where they are
When a bank or credit union considers where to open a branch, it looks for a good location to connect with customers. The same line of thinking works for digital banking, says Hannes Van Rensburg. chief commercial officer at Clickatell.
A good location, he says, is in messaging apps.
Feb 2, 2021 • 15min
20.05 - Appraising the mortgage industry’s diversity, equity and inclusion
Like other financial services providers, mortgage lenders are working to make their staffs as diverse as the different communities in which they operate.
Listy Limon, VP of national production at Homespire Mortgage, joins us to discuss the benefits of increasing diversity, equity and inclusion at the companies within her industry.
Jan 26, 2021 • 21min
20.04 - Fighting the fraudsters at the front door
Financial services organizations have lost many billions of dollars to fraud in recent years, with one of the most lucrative schemes involving identity theft and account takeover.
Lance Hood, senior director of authentication services at Neustar, discusses how bank and credit union call centers can fight fraudsters by quickly identifying who’s legitimate and who’s a crook.
Jan 19, 2021 • 21min
20.03 - Serving small businesses better: What’s in it for banks?
COVID-19 has made many small businesses realize that they can benefit from more banking services than just basic checking and savings.
Norm DeLuca, general manager for banking solutions at Bottomline Technologies, joins us to talk about the unmet needs of small- and mid-sized businesses, and how banks filling those needs can both profit and protect their relationships from fintechs and other nonbanks.
