Want to keep on the pulse of banking innovation? “Banking on Disruption Daily” delivers a power-packed 3-minute dose of the hottest financial headlines. From fintech breakthroughs to regulatory shakeups, we distill the day's most crucial banking news. Perfect for industry pros and curious minds alike. Tune in daily and stay ahead in the fast-paced world of finance!
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Your customer’s expectations are not being set by your incumbent competitors. Instead, the yardstick against which your organization is being measured is being set by the leading global technology and customer experience brands. What exactly should institutions do to respond? • How can institutions develop capabilities in months when they haven’t in years? • How will the financial services industry be disrupted, both now and in the future? • Who are the people identifying these trends, and d ...
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Google Keeps Third-Party Cookies, Mastercard Expands Open Banking, and More
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Welcome to Banking on Disruption Daily for Tuesday, July 23rd, 2024. I’m Fred Cadena.First up, Google has decided to continue using third-party cookies in its Chrome browser, reversing its earlier plan to phase them out. This move follows pushback from advertisers and regulators, and signifies Google's ongoing efforts to balance user privacy with t…
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CFPB Proposes Payday Loan Rule, NYDFS Hires Virtual Currency Chief, Borrowers Struggle with Debt, Truist Financial Reports Losses
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Welcome to Banking on Disruption Daily for Monday, July 22nd, 2024. I’m Fred Cadena.First up today, the US Consumer Financial Protection Bureau (CFPB) has proposed a new interpretive rule that mandates clearer consumer disclosures for payday loan advances under the Truth in Lending Act. Transparency in fees and practices is emphasized to prevent ex…
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Federal Reserve Fines Green Dot, CFPB Penalizes Fifth Third Bank, Maxine Waters Opposes Capital One-Discover Merger
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Welcome to "Banking on Disruption Daily" for Saturday, July 20th, 2024. I’m Fred Cadena. First up today, the Federal Reserve Board fines Green Dot $44 million for alleged unfair and deceptive practices linked to its prepaid debit card products and tax return payment services. The firm is mandated to enhance its risk management programs and hire an …
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Bitcoin Reserve Rumors and Regions Financial Triumph in Profits
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Welcome to Banking on Disruption Daily for Sunday, July 21, 2024. I’m Fred Cadena.First up today, rumors are rife that former President Donald Trump may announce a U.S. Bitcoin strategic reserve at the upcoming 2024 Bitcoin Conference in Nashville. This move could elevate Bitcoin’s status alongside traditional assets within the U.S. Treasury’s rese…
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Global Outages Hit Bank of America, Delta, Apple Faces New Scrutiny
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Welcome to Banking on Disruption Daily for Friday, July 19, 2024. I’m Fred Cadena.First up, a massive tech outage worldwide disrupted banks, businesses, airlines, and even emergency services. Major financial institutions like Bank of America and JPMorgan Chase faced significant operational challenges due to a technical glitch at cybersecurity firm …
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ECB Rate Hold, CFPB Payroll Ruling, EPAM Banking Report Insights
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In today's episode: - The European Central Bank leaves interest rates unchanged, with market eyes on future policy directions as the euro strengthens against the dollar. - The Consumer Financial Protection Bureau classifies payroll advances, or "earned wage access," as loans, prompting potential regulatory changes and industry pushback. - EPAM’s Co…
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AI in Morgan Stanley, Fraud Risks, Supreme Court Shifts, Klarna's IPO
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First up today, Morgan Stanley is leveraging artificial intelligence to enhance its financial adviser operations, streamlining tasks and improving client interactions for better financial outcomes. Next, studies reveal that call centers and bank branches remain significant vulnerabilities in fraud prevention, with cybercriminals exploiting these en…
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Fintechs Surge as Supreme Court Lowers Barriers
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Welcome to Banking on Disruption Daily for Tuesday, July 16, 2024! - The Supreme Court has issued rulings likely to benefit fintech companies by lowering barriers for them to enter the banking industry, potentially spurring competition and innovation in financial services. - Federal Reserve Chairman Jerome Powell expressed optimism about cooling in…
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Tune in to hear Jay Cuthrell, founding partner of Cuthrell Consulting, reveal how simplicity and user-centric design can make or break tech tools. Jay recounts his transformative journey from Acadia to VCE, backed by industry titans like VMware, Cisco, and EMC, and the breakthrough pre-engineered solutions that made IT infrastructure more manageabl…
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Quick Takes: Financial Brand Forum Preview & Chat GPT4o
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Hear our first impressions of ChatGPT 4o, as Fred, Josh, and Eric share our initial experience of the latest GPT evolution. We unravel the latest features of GPT-4o, from its voice interaction that's set to redefine customer service to its nuanced emotional intelligence that picks up on mood through facial recognition and voice inflection. But we d…
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Whats Next? Interest Rates, AI Innovation, & Digital Transformation
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Navigate the ever-shifting sands of banking interest rates & AI's transformative power with Eric McCoy, our expert guest who blends deep banking executive experience with extensive digital consulting chops. This episode explores what banks should do in light of continued higher than expected inflation. We're not just crunching numbers, however, we'…
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From Chaos to Confidence: Tips for Thriving as a Salesforce Admin
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Unlock the secrets to becoming a standout Salesforce admin as we sit down with Jodi Hrbek, best-selling author of "Rock Your Role as a Salesforce Admin". Prepare to navigate the complexities faced by Salesforce admins with confidence, as Jodi sheds light on the "Salesforce admin conundrum," providing actionable tools and techniques that prevent bur…
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Using Technology to Help Your Bankers be More Effective with their Clients
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Unlock the secrets of sales enablement for banks & credit unions as Kerry Ryan from Seismic joins the podcast for an enlightening conversation that promises to transform your client engagement strategies. Discover how the seamless marriage of marketing and sales, empowered by Seismic's innovative technology, equips bankers with the tools needed for…
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Salesforce Strategies, AI Innovations, & Navigating Buy Now, Pay Later
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Listen in as we kick off with a provocative conversation on LinkedIn's unexpected foray into gaming—what does this mean for professional networking and could it reshape company culture? Then, we tackle Ben McCarthy's insightful article on the shifting Salesforce job market. As layoffs sweep through the industry, we reflect on the increasing need fo…
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Keys to Successful Salesforce Implementations
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Join is as we explore the multifaceted world of Salesforce & Mulesoft implementations with the invaluable insights of my good friend and former colleague, Mark Baker. With a remarkable 16-year track record in the Salesforce ecosystem, Mark sheds light on the strategies that can pivot challenging projects to success. Listen in as he discusses the cr…
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Social Media Marketing World 2024, Bankified!
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Fresh off the plane from Social Media Marketing World 2024, Eric Cook joins us to reveal how banks and other financial institutions can implement cutting-edge approaches to drive customer and prospect engagement. Our conversation soars as we dissect Artificial Intelligence Intelligence Augmentation—think of it as steroids for your marketing muscles…
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Quick Takes: AI's Jobs Impact, Deep Fakes, & Adapting to Tech in Finance
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As the tides of technology surge forward, it's impossible to ignore the impact AI is having on our professional lives, especially within the banking and finance sectors. This week, we're peeling back the layers of the latest jobs report, celebrating the growth in employment but also scrutinizing an alarming trend of job cuts. Could the advancements…
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What Banks Can Learn From the Insurance Industry
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This episode we unlock lessons from the tech-driven disruption in the insurance industry with the brilliant Chelyn Briand. We dissect recent shifts & trends and discuss takeaways for banks and credit unions. Together, we peel back the layers of outdated systems, revealing how innovation is not just transforming operations but also breathing new lif…
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Creating a brand promise takes more than just developing a catchy phrase; they set the very foundation of a trusted relationship between your financial institution and your customers. Do you want the secret to how banks can meet & exceed the expectations they set with their brand promise? Join me as I sit down with acclaimed brand strategist Brando…
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No One Wants to Use Your @$!@#% CRM
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Unlock the secrets to successful CRM adoption with insights from Dave Dal Pos, as we tackle the resistance users often exhibit when faced with CRMs that are overly complex. We're wrapping up the year by reflecting on the crucial elements that make or break the user experience, from the technical debt that bogs down performance to the necessity of m…
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From TikTok to Checking Accounts: Gen Z & Banking
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Is your bank future-ready? Find out how the banking industry is gearing up to meet the demands of the younger generation in this insightful conversation with banking technology expert, Wyatt Licht. Discover how Gen Z customers are shifting the traditional banking landscape, seeking financial advice from influencers and social media platforms, and w…
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Redefining your Bank's Customers Experience with Salesforce
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We're back with another insightful episode diving deep into the fascinating world of technology in banking! This time, we are privileged to host Valerie Weis from Atrium. In this episode, Valerie shares her experience of transitioning from leading a wealth management group to leading Salesforce implementations, and how it revolutionized her bank's …
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Evolving your Customer's Banking Experience with Trust
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Ever wondered why trust is so crucial in banking today? To help answer that question we welcome Jack Hubbard, one of the nation's top 100 most trusted business leaders, to discuss the evolution of trust in banking. We delve into how the behavior of customers has been changing over the years and why a customer-first culture and consistent communicat…
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💡 Join us for this episode to dive deep into how banks can move through their journey from foundational data work to leverage practical AI use cases. 🚀 🏦 We sit down with Manvir Sandhu, Co-Founder and Chief Innovation Officer at Zennify, to discuss how banks have made the journey from focusing on traditional reporting needs to using data, analytics…
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From Regulations to Risk: A Deep Dive into Sustainability in Financial Services
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Dive into the world of finance and sustainability with our latest podcast episode featuring the brilliant David Dal Pos! 💼🌍 From decoding complex regulations to understanding the intricacies of carbon footprint tracking, David expertly navigates us through these important topics. We explore the financial risks and opportunities associated with clim…
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Check out our latest episode all about mastering Salesforce Reports and Dashboards with the distinguished David Carnes! 🚀 As the founder of OpFocus, host of Dashboard Dojo, and most recently the author of "Mastering Salesforce Reports and Dashboards", David brings a wealth of knowledge to the table. 💼 This episode is a deep dive into business intel…
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Unpacking Dreamforce '23: AI, Data Cloud, & Salesforce's Commitment to Inclusivity
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🚀 Check out our latest insightful episode Unpacking Dreamforce '23! Join us as our esteemed guest, Janeen Marquardt, a seasoned Salesforce leader takes us on a deep dive into the world of AI and its implications on our jobs. We'll be challenging the fear that AI could make us redundant and explore how it could actually bolster our efficiency. 🧠 We …
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Business Analysis - The Secret Sauce to Salesforce Success
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In this exciting episode, we navigate through the dynamic Salesforce ecosystem with Vanessa Grant, a seasoned business analyst with more than 10 years of experience. She shares her inspiring journey and invaluable insights on Salesforce projects. 🧭 Vanessa's tips on finding reliable resources, networking, and the futuristic potential of generative …
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Salesforce Transformation: Chatbots, Credit Unions, & Change Management
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Get ready to be blown away by our engaging conversation with Chris Trivers, a seasoned leader in the Banking and Credit Union world, who's been riding the Salesforce wave for an impressive 15 years. Discover the evolution of digital transformation and Salesforce from his perspective, while he shares lessons learned about the critical role of change…
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Marketers Lounge - From Customer Engagement to Data Strategies
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Join us for a deep-dive into the world of sales, marketing, and data in the latest episode of our podcast. We have the privilege of hosting Anna Papas, a dynamite sales & marketing executive with over 25 years of experience in the financial services & technology. 🚀 Anna's journey is full of intriguing insights - from customer engagement to the powe…
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Data Driven Credit Union Transformation
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Get ready for an invaluable conversation with John Sahagian, the architect of BCU's transformative enterprise data strategy. With two decades of insightful experience in the financial services industry, John shares the trials and triumphs of using Salesforce to create an intelligent, integrated, and scalable member experience at BCU. He underscores…
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AI Exposed: The Good, The Bad, and The Algorithms!
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🎙️ In our latest podcast episode, we take a thrilling journey with AI veteran, John Schuller. We examine the inner workings, diverse applications, and future implications of AI. John, an AI and computer vision expert, helps us understand the role of GPUs in AI models and the importance of neural nets in deep learning. We also delve into the world o…
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The Slack Factor - Your Productivity Game Changer
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This week on our podcast, we're diving deep into the world of Slack, productivity, and the future of work. 💼🌐 Today, we have an enlightening chat with Daniel Sanchez, co-founder of 21b, as we explore the transformative power of Slack in the business landscape. We talk about Daniel's journey from civil engineering to Salesforce Consulting and how Sl…
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Rockstar Bankers? Strategies for Relationship Banking at Scale
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What if you could create an emotionally-driven marketing message that resonates with your customers by tapping into the power of hyper-personalization? Join us as we sit down with recovering banker, golden retriever fanatic, and heavy metal enthusiast Eric Cook in a fascinating conversation about leveraging technology to drive digital transformatio…
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Secrets to Salesforce User Adoption
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Imagine transforming a company by replacing 30 legacy systems with one global Salesforce org. The entire effort hinges on driving user adoption of the new platform. Where do you start? How do you ensure that everyone, from the busiest executives to the most tech-savvy employees, embraces this change and quickly adopts the new system? This week, we …
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If you're feeling FOMO from missing nCino’s nSight 2023 conference, you are not alone! Fred & Dane were not able to make it to this year's conference, so they invited not one but two blockbuster guests to fill us in on all we missed. In this episode, hear from Devin Griffin, Director of Product Management at Silicon Valley Bank a division of First …
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Episode 2 of Banking on Disruption featuring Heather Rhyne-Christensen and Elliott Spence, sharing what they are most excited about in the Summer ‘23 Salesforce release. In this episode, you will: Discover Decision Optimization and Customer Segmentation Scoring Framework Uncover the updates in Salesforce mobile app Hear the latest on integrating Sl…
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In Episode 1, Fred & Dane introduce each other - interview style. Followed by a brief overview of what listeners can expect from our biweekly podcast. Afterward, in our ‘Quick Takes’ segment Fred & Dane dive into the world of banking challenges, Salesforce communities, and world tour excitement; be prepared for engaging conversations that will leav…
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A Little About Fred & Reopening the Office with Work.com
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Learn a little more about Fred, his background, and why he started the Future of FinServ podcast. Then, join Fred as he explores exactly what is included in Work.com and how it can help you create and execute a plan to safely reopen your workplace whether you have one location or one-thousand.By Fred E. Cadena
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Episode 0: Future of Finserv Podcast Trailer
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Are you interested in the trends impacting the Financial Services industry and how financial services firms are transforming their business by leveraging the Salesforce platform? Hear a little about our podcast and learn when you can hear episode 1.By Fred E. Cadena
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