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Banking on Experience powered by CRMNEXT

Apr 26, 2021

More and more people are afraid of being replaced by technology — it’s a valid concern.

In today’s episode, though, we look at why this can’t and won’t happen, at least not in our lifetimes.

Mike Miller, Vice President of Success at CRMNEXT, joins us in the latest episode of Banking On Experience, to...

Apr 19, 2021

Your financial health is of equal importance to your physical health. Disagree?

In this episode, I interview Anders Jones, CEO at Facet Wealth, about 2 impediments to financial planning and education.

What we talked about:

- The sin of putting the solution ahead of the problem

- Finding tech that makes your...

Apr 12, 2021

Your goal is to become a trusted financial guide in your community. You’ll have to create a space for yourself in your community to achieve this. But how?

In this episode, I interview Teresa Shore, Branch Manager at Adventure Credit Union, about how to become a trusted brand in your community.

What we talked...

Apr 5, 2021

Seamless employee experiences translate directly into frictionless member experiences. One huge hindrance to employee experience is compliance.

Or is it?

In this episode, I interview Rachel Guyselman, about creating a positive culture around compliance.

What we talked about:

  • Compliance officers are not trolls who...