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Banking on Experience powered by CRMNEXT

Mar 29, 2021

Only about 10% of FIs have embraced the cloud, yet banks actually invented the cloud. Why such a huge disconnect?

In this episode, I interview Joe Salesky, CEO at CRMNEXT, and Chris Sachse, CEO at Think|Stack, about technology and innovation in FIs:

What we talked about:

  • Designing systems based on user...


Mar 22, 2021

You may think you’ve nailed omnichannel if you communicate in multiple channels... Not so.


A true omnichannel approach means developing a cohesive view of the customer and how they want to communicate.


In this episode, I interview omnichannel master Jason Osborne, Global Head of Consumer Banking at Genpact.


Jason &...


Mar 15, 2021

Wouldn’t you spend $30K to recover $300K?

Fixed fee is a great way to collect on charged off accounts and increase your cash flow for much less cost than you might think.

In this episode, I interview David Wiener, a.k.a. Mr. Cash Flow, CEO/President at Cash Flow Strategies, Inc., about overlooked cash flow...


Mar 8, 2021

We can't be fearful about pouring into our people. When our team members succeed, that means we were successful.

In this episode, I interview Christian Elisabeth Hartley, Branch Manager at Keesler Federal Credit Union, about developing the next generation of leaders.


What we talked about:

  • Hiring with long-term...


Mar 1, 2021

Especially in today’s climate of eviction moratorium, at least from an underwriting point of view, you want to raise the barriers to entry.

But that’s the opposite of good for low income renters.

In this episode, I interview Frank Furman, Chief Operating Officer at PadSplit, about the challenges surrounding...