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A new episode of The Purposeful Banker will be released each week. Follow us on any of the channels below.
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Past Podcasts

Trust-Based Selling: Becoming a Resource Manager [Podcast]

In this podcast, we sit down with Jack Hubbard, Chairman and Chief Sales Officer of St. Meyer & Hubbard, as he shares with us what it means to become a Resource Manager. You'll learn how to shift your current sales approach to better serve your customers in this...

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How Should Banks Handle a Vendor Risk Assessment? [Podcast]

In this podcast, Maria Abbe sits down with Megan Fielman, Senior IT Audit & Compliance Manager at PrecisionLender, to discuss best practices for handling a vendor risk assessment, and why a partnership with your vendors is crucial when it comes to security.  ...

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Podcast: Love Your Data

Data is a key differentiating factor for all organizations. Knowing where your data is unique, and where there is sufficient data to draw distinction is critical to moving data from dead weight to working asset. PrecisionLender Chief Analytics Officer George Neal...

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Podcast: Meet Andi

On rare occasions, we'll dedicate an episode to something new in our pricing platform, but it's really got to be special to stray from our usual programming. The background behind the creation of Andi fits the bill. In this podcast, Jim Young and Carl Ryden talk about...

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Podcast: Designing for Humans, Not Averages

It's common practice in the banking industry to design for the average customer. In this podcast, Carl Ryden shares why you should design experiences for the edges instead.     Helpful Links TED Talk: The Myth of Average 2017 - The Year Data Made Bank Why Your Average...

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Podcast: Earn It – Chapter 12

In this podcast, we review the high points of Chapter 12 of "Earn It," which is titled "How Will You Earn It in the Future?"     Helpful Links Chapter 12: How Will Your Bank 'Earn It' in the Future? Earn It: Building Your Bank's Brand One Relationship at a Time...

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Podcast: Introducing The Purposeful Banker Awards

We are excited to introduce The Purposeful Banker Awards which will honor the best bankers in the industry at the 2017 BankOnPurpose Conference. Nominations Now Open »       Helpful Links Nominations Now Open: The Purposeful Banker Awards Podcast: How to Measure...

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Podcast: Buying vs. Building Technology

When it comes to the decision of buying or building technology, there is no "one size fits all" solution. In this episode, Dallas Wells and Maria Abbe discuss when you should consider building technology and when you should buy instead.     Helpful Links CIO: How to...

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Podcast: How to Measure Lender Performance

Performance measurement has become a hot topic recently within the banking industry. In this podcast, we sit down with Rollie Tillman, VP of Delivery & Client Success here at PrecisionLender, as he discusses how performance measurement within PrecisionLender has...

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Podcast: Earn It – Chapter 11

If changing your bank’s pricing culture, tactics and tools seems overwhelming, that’s because it is. In this episode, Dallas Wells and Jim Young talk about harnessing the power of continuous improvement to tackle change, which is Chapter 11 in the Earn It: Building...

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Podcast: How Would Disney Run a Bank

There's a lot we can learn from other industries when it comes to Customer Experience. Making processes more efficient and cutting down wait times are only the beginning. In this podcast, Maria Abbe sits down with Scott Morgan, VP of Delivery & Client Success at...

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Podcast: Earn It – Chapter 10

In this podcast, Dallas Wells and Jim Young review the high points of Chapter 10 of "Earn It," which is titled "Get Your Lenders to Engage, Not Revolt." We'll review how to get your bank to embrace a culture of change and then, when that culture is in place - some...

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Podcast: Trust & Transparency

In this podcast, we sit down with Jason Cohen as he talks honesty. Cutting corners and exaggerating the truth may seem appealing when competition is fierce and the next deal needs to get done. But does it actually result in more revenue and higher profitability? Cohen...

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No One Wants a Loan

Your customers aren’t coming to you because they want a loan. They’re coming to you because they need what the loan will help them do. Whether that’s starting a business or keeping one running smoothly, understanding the “why” behind your customers’ desires is key to...

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Podcast: Sing It, Aretha!

Could the employees at your bank recite the company values? More importantly, do they treat their customers and each other with those values? In this episode, Maria Abbe and Jessica Stone talk about how giving respect results in a more efficient workplace.     Helpful...

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The Dos and Don’ts of Vendor Implementation

Before the ink has even dried on the contract, you may already be dreading implementing the new tool or system your bank has purchased. It doesn't have to be that way, though. In this week's podcast, Jim Young talks to Jess Stone, PrecisionLender's Director of Client...

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Podcast: Earn It – Chapter 9

Buying technology at a bank can be a frustrating, even intimidating, experience. But it can also pay off handsomely, if you know the pitfalls to avoid and the right questions to ask. In this episode, Jim Young and Dallas Wells discuss why vendor management is a lot...

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Podcast: Aligning Strategy with Purpose in Banking

In this podcast, we sit down with Lisa McLeod as she delves into finding and defining the purpose within your bank and why it's important that your purpose lives at the forefront of everything you do. She'll address how to align your purpose with strategy in order to...

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Podcast: Machine Learning in Banking

According to St. Meyer & Hubbard, 57% of the loans that go to committee get rejected. How will machine learning shape the way banks do commercial lending in the future? In this episode, you'll hear from the CEO of PrecisionLender, Carl Ryden and managing partner...

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Podcast: The Other Side of Efficiency

The best banks don't look at efficiency as merely a way to cut down on something - costs, time, etc. - they also look at it as a way to free up resources to do something else. Mort O'Sullivan of ARCA will talk about this. ARCA makes cash recycling machines, which have...

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Podcast: Earn It – Chapter 8

Banks spend as much as 70% of their total technology budget on maintaining their core systems, but that's not where value is created. In this episode, Jim Young and Dallas Wells share the latest chapter of Earn It: Building Your Bank's Brand One Relationship at a...

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Podcast: The Psychology of Pricing

Understanding decision psychology could be the difference between winning clients or watching them go elsewhere. In this podcast, Matthew Jackson of Simon-Kucher & Partners will look at the psychological side of presenting your offer and its pricing, and share...

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Podcast: Your Bank Needs a Minimum Viable Process

In order to be successful, a bank relies on processes. However, it can be difficult to build one that addresses a real problem and actually gets adopted. In this episode, Dallas Wells and Jim Young explore how bank's can develop a Minimum Viable Process (MVP) to...

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Podcast: The Goldilocks Approach to Buying Bank Technology

  When it comes to buying bank technology, some banks have a tendency to be overly cautious. Other banks may bite off far more than they can chew. And then there are banks who get it just right. In this episode, Dallas Wells chats with Pam Hannett from Silverline...

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Podcast: The Deals You Don’t Do

Sometimes, the best deals are the ones you don't make. In this episode, Todd Classen from Moody's Analytics shares a personal story of how a banker saved his family farm by refusing his father a loan. Helpful Links Todd Classen Moody's Analytics BankOnPurpose 2016...

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Podcast: Earn It – Chapter 7

When it comes to your lending team, choose transparency. Giving out information, rather than hoarding it, empowers your lenders and gains the trust of your customer. In Chapter 7, you'll learn about the downside of withholding information and why successful banks...

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Podcast: Haggling Over Deal Terms

Why is haggling so prevalent in car purchasing? People are not comfortable having those conversations, and yet the customer-buying experience at a car dealership is known for it. Dallas Wells and Jim Young discuss how this is translated into the commercial loan...

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Podcast: Bank of Last Resort

In this competitive market, borrowers have options. Does your bank consistently find itself as the last resort that borrowers go to for that ultra-low rate? In this episode, George Neal and Jim Young will share insights from our latest white paper about how the best...

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