Unlocking Growth Mode Series #2 Bridging Digital Banking Implementation Gaps
In the financial services industry, we often see a critical gap between technological potential and practical implementation. Financial institutions must bridge this divide, moving beyond the excitement of new technology to achieve measurable outcomes that impact both customer experience and operational efficiency.
Today, we're joined on the Banking Transformed podcast by Tara Lacey, Regional Vice President of Customer Success at Backbase. Tara has made her career focusing on what truly matters in financial technology – not just helping to build innovative solutions, but ensuring they're effectively deployed to create real business value.
We explore the evolving philosophy of customer success in banking technology – where the emphasis isn't on selling solutions but on ensuring their successful deployment and adoption. We also discuss why implementation strategy is often more important than the technology itself.
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35:30
How the CBA Is Navigating Washington's Shifting Political Landscape
With significant shifts in Washington's political dynamics and new regulatory challenges emerging across the banking sector, our discussion today will explore how the CBA is evolving to address these changes while balancing the needs of financial institutions and consumers alike.
As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, Lindsey Johnson, President and CEO of the Consumer Bankers Association, provides valuable insights into how the banking industry is adapting to a changing regulatory landscape in 2025. Johnson also discusses the CBA's evolving role in navigating the challenges of a new administration.
Finally, Johnson shares her perspective on how banks can navigate the uncertainty of leadership changes at key regulatory agencies while maintaining focus on consumer needs.
This episode is sponsored by Naehas. Naehas provides financial institutions with a centralized platform to efficiently manage product creation, pricing strategies, compliance, and disclosures. By automating complex processes and integrating advanced governance tools, Naehas significantly reduces operational risk and accelerates execution. Trusted by 6 of the 10 largest U.S. banks, our solution supports top-tier institutions in delivering precise, compliant offers with speed and accuracy.
https://www.naehas.com/?utm_source=financialbrand&utm_medium=referral&utm_campaign=Banking_Transformed_podcast
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39:54
Banking Under Siege: Building Resilience Against Rising Fraud
Since 2020, financial institutions have faced a perfect storm – rising funding costs, increased delinquencies, and now, a dramatic surge in sophisticated fraud attacks.
We're joined on the Banking Transformed podcast by two experts from TransUnion who are at the forefront of understanding and combating these threats: Joshua Turnbull, VP of Card and Banking Strategy, and Craig LaChapelle, VP of Market Development. They'll share insights on why fraud losses are becoming more painful in today's high-cost environment, how fraudsters have adapted their strategies post-pandemic, and most importantly, how financial institutions can build resilience against these evolving threats.
Whether you're concerned about the 37% increase in synthetic identities, the fact that 30% of online applications now come from bots, or the alarming spike in early default rates, this conversation will equip you with the knowledge and strategies needed to protect your institution and customers.
This episode is sponsored by TransUnion. As part of a global information and insights company, the TransUnion Card and Banking business supports over 5,000 financial institutions in the US — from the largest card issuers and retail banks to community-based institutions and technology-driven card issuers. TransUnion has a world class identity spine – spanning consumer identity and behavior, email, device and calling data – that is recognized as a leader by analysts and trusted by the largest banks to enable their fraud strategies. https://www.transunion.com/extracreditpod?atvy=%7B%22264995%22%3A%22Experience+B%22%7D
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40:24
How Ally Bank is Using AI to Reshape Financial Services
In an industry where customer trust is paramount, financial institutions like Ally are navigating the delicate balance between rapid innovation and robust security. As part of the Executive Leadership Series, sponsored by Naehas and recorded live at the Financial Brand Forum, we'll explore how Ally has leveraged generative AI to streamline operations, foster innovation, and enhance customer experiences while maintaining the trust fundamental to banking relationships.
I'm thrilled to be joined by Sathish Muthukrishnan, Chief Information, Data, and Digital Officer at Ally Bank, one of America's leading digital financial services companies. Sathish will examine broader industry trends and provide a forward-looking discussion of Agentic AI's potential to revolutionize banking relationships, including the ethical considerations involved.
This episode is sponsored by Naehas. Naehas provides financial institutions with a centralized platform to efficiently manage product creation, pricing strategies, compliance, and disclosures. By automating complex processes and integrating advanced governance tools, Naehas significantly reduces operational risk and accelerates execution. Trusted by 6 of the 10 largest U.S. banks, our solution supports top-tier institutions in delivering precise, compliant offers with speed and accuracy.
https://www.naehas.com/?utm_source=financialbrand&utm_medium=referral&utm_campaign=Banking_Transformed_podcast
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41:49
Unlocking Growth Mode Series #1 Unlocking Banking's Growth Mode
The banking industry faces unprecedented pressure to shift from reactive service models to proactive engagement strategies. However, many institutions are still hindered by fragmented customer data, disconnected channels, and limited AI capabilities. Banking's future belongs to institutions that can harness unified data, artificial intelligence, and seamless experiences to predict and fulfill customer needs before they're articulated.
I’m joined on the Banking Transformed podcast by Tim Rutten, Chief Marketing Officer at Backbase, to discuss how financial institutions can unlock their growth potential in an increasingly competitive and rapidly evolving market. We discuss how leading banks break down traditional barriers between products, channels, and business units to create cohesive customer journeys that build deeper relationships and unlock new revenue streams.
Tim also provides actionable insights on prioritizing high-impact use cases that can be put into action today.
Are you prepared to embrace change, take risks and disrupt yourself in response to the digital disruption in banking? If not, this podcast is for you. Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the leadership and cultural challenges facing the banking industry. Featuring interviews with some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.
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