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Welcome to Personetics’ Banking on Innovation podcast, where banking leaders driving customer-centric Innovation to share their stories and reveal their insights on how financial data-driven personalization impacts business results and banking customers’ financial wellbeing. Hosted by Jody Bhagat, President of Americas at Personetics, the biweekly podcast helps executives in banks, fintechs and banking providers consider how to lead customer-driven Innovation in their own organizations. Gues ...
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Episode 17 Maurizio Poletto, Chief Platform Officer at Erste Group
38:27
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Join us for an enlightening interview with Maurizio Poletto, Chief Platform Officer at Erste Group, as he shares his remarkable journey of envisioning and bringing to life a next-generation banking platform – George – that reconnects people to their finances. In this captivating conversation, Maurizio delves into the critical role of user-centric d…
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Episode 16 Colin Walsh, Founder & CEO of Varo Bank
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Join us for an insightful interview with Colin Walsh, CEO of Varo Bank, as he shares profound insights into Varo's mission and innovative approach to banking. In this interview, Colin reflects on his extensive experience in the banking industry, from executive roles at Wells Fargo, Lloyds, and American Express to spearheading the creation of Varo B…
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Episode 15 Brent Beardall, President and CEO at WaFd Bank
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Join us for an inspiring conversation with Brent Beardall, CEO of WaFd Bank, as he shares profound insights on leadership, customer centricity, and the role of technology in banking today. Less than a year after surviving a near-fatal plane crash, Brent reflects on how his perspective on life and business has evolved. Learn from his experiences and…
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Episode 14 Meheriar Hasan, BRAC Bank Chairperson
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28:19
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This week’s guest on Banking on Innovation is Meheriar Hasan, Chairman of BRAC Bank in Bangladesh. With over 35 years of experience at prominent banks such as Wells Fargo and US Bank, Hasan is a leading executive in digital banking having driven breakthrough innovation and transformative disruptions. Hasan believes in the idea of customer-centricit…
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Episode 13 Tom Brown, CEO and Founder of Second Curve Capital LLC
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In this episode of the "Banking on Innovation Podcast," host Jody Bhagat interviews Tom Brown, CEO of Second Curve Capital, an equity investment firm focused on financial services, and one of the most thoughtful industry experts in the area of bank strategy. A highly respected figure in the banking industry, Tom has extensive experience, unique acc…
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Episode 12 Chris Creed, Chief Investment Officer, US Dept. of Energy’s LPO
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This episode of the Banking on Innovation podcast features Chris Creed, the Chief Investment Officer of the Department of Energy's Loan Program Office (LPO). The LPO, which was established in 2005, plays a crucial role in accelerating emerging climate sustainability technologies that are likely to be important for the country's future. Chris explai…
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Episode 11 Keneth Meyer, Chief Information & Experience Officer at Truist
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In this episode of the Banking on Innovation podcast, we welcome in Ken Meyer, Truist Bank’s Chief Information and Experience Officer for Consumer Products. Those twin titles have meaning for Ken, who sees his job as bringing tech “forward” in the bank at Truist, to where it can markedly improve the customer experience. “That mix (of tech and custo…
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Episode 10 Lindsey Johnson, President & CEO of Consumer Bankers Association
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This week on Banking on Innovation, we will view banking and customer innovation through a completely different lens. Our guest is the recently appointed CEO of Consumer Bankers Association (CBA), Lindsey Johnson. CBA is the only banking association in the US focused exclusively on consumer retail issues. Its members include America’s largest bank …
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Episode 9 Todd Lane, President & CEO of California Coast Credit Union
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This week’s guest on Banking on Innovation is Todd Lane, President and CEO of California Coast Credit Union, a $3.6 billion credit union based in San Diego. Todd was appointed Chief Financial Officer of Cal Coast in 2009 and has served as president and CEO since 2015. Although Cal Coast is a relatively local credit union, serving nearly 200,000 mem…
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Episode 8 Harit Talwar, Former Global Head of Marcus by Goldman Sachs
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This week’s guest on Banking on Innovation is Harit Talwar, who in 2015 joined Goldman Sachs to establish Marcus and build a differentiated consumer business. Marcus went on to become of the most impactful challenger banks in history, offering financial products known for their simplicity and transparency. To date it has around 16 million retail cu…
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Episode 7 Hans Morris, Managing Partner of NYCA Partners
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This week’s guest on Banking on Innovation is Hans Morris, Managing Partner of NYCA Partners, a premier venture capital and advisory firm focused on the fintech sector. Hans brings a unique perspective because of his rare blend of investment savvy, extensive operating experience, and deep fintech knowledge. His former roles include President of Vis…
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Episode 6 Erin Pryor, EVP and Chief Marketing Officer at First Horizon
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Our guest on the sixth episode of Banking on Innovation is Erin Pryor, Executive Vice President, Chief Marketing Officer at First Horizon Bank. Already the fourth largest regional bank in the American Southeast, First Horizon is set to become the sixth-largest US bank by assets by mid-2023, when its $13.4 billion acquisition by TD Bank is expected …
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Episode 5 Ankit Bhatt, EVP Consumer Chief Digital Officer at US Bank
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26:44
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Our guest on Banking on Innovation this week is Ankit Bhatt, Executive Vice President, Consumer and Chief Digital Officer at US Bank. Ankit built the US Bank mobile app from scratch in 2019, the same year he was named Digital Banker of the Year by American Banker. The app, which has delivered more than 2 billion personalized insights, has more than…
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Episode 4 Jamie Warder, Head of Digital Banking at KeyBank: 3 Rules for Successful Innovation
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Jamie Warder, who is Head of Digital for KeyBank, is our guest this week on Banking on Innovation KeyBank has around 1,000 branches in 15 states. Jamie is a savvy industry veteran who is skilfully navigating the complex terrain of how regional banks can capitalize on both opportunities and threats from the burgeoning fintech ecosystem. KeyBank is t…
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Episode 3 Brendan Coughlin, Head of Consumer Banking at Citizens: Moving From Transactional to Advisory-based Banking
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39:35
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Brendan Coughlin, who is responsible for national and regional banking at Citizens, is our guest this week on Banking on Innovation Brendan has an 18-year history at the bank, which has over 1,200 branches and $192 billion in assets. And he has driven outsized market share growth in every position he has held, whether in consumer deposits and lendi…
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Episode 2 Liz Wolverton, Head of Consumer Banking and Brand Experience at Synovus: Bringing digital and human together in all banking interactions
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The second episode of our leadership podcast series, Banking on Innovation, features Liz Wolverton, Head of Consumer Banking and Brand Experience at Synovus, a 134-year-old regional bank with around $55 billion in assets, serving clients in the southeastern US. Liz, who has been with Synovus since 2003, has been named one of American Banker’s 25 Wo…
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Episode 1 Dennis Devine, CEO of Alliant Credit Union: How to be customer-centric in a digital-first organization
23:08
23:08
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In our inaugural podcast episode, host Jody Bhagat talks to Dennis Devine, President, and CEO of Alliant Credit Union, about its member-first strategy. Having previously held senior leadership roles at KeyBank, Citizens Financial Group and PNC Bank, Dennis reveals some of the ways in which his personal approach to customer-driven innovation has cha…
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Listen to the trailer of the Banking on Innovation podcast, coming out soonBy Personetics technologies ltd
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