While there’s so much stress these days placed on chips and artificial intelligence, all the digital firepower in the world isn’t going to create new products that people want. In this episode, Neil Stanley, Founder and CEO of The CorePoint, talks about how banks need to move beyond the rate sheets of old and start developing products for consumers living in an age of apps and e-commerce. He also touches on how banks, in responding to interest rate changes, can go beyond knee-jerk mentality and respond thoughtfully.

EPISODE 175: A BANKING VET TALKS PRODUCT INNOVATION BEYOND TECH

Just when you think the bankers of the world couldn't be more in love -- with AI, that is -- along come four fintech experts to lay it all out for us in 2025. It promises to be the year of "agentic AI," among other things. And if that cute chatbot leaves roses on your desk, so much the better. Thanks to our special podcast guests: 

Joseph Ahn, CSO and Co-Founder, Delfi
Amy Orosco, Director of Customer Success & Implementations, SWIVEL
Mitch Rutledge, CEO and Co-Founder, Vertice AI
Ed Vincent, CEO, SRA Watchtower

EPISODE 177: THE BANKADELIC 2025 COMBINATION VALENTINE'S PODCAST AND AI LOVE BOAT

Bankadelic is devoting two episodes to a crucial topic for 2025: where small businesses sit (and fit) in a challenging economic landscape. The U.S. Bank Small Business Perspective survey sheds light on the forces and concerns that matter — as reported by the business leaders themselves. In Port One we discuss the findings and what they reveal with Shruti Patel, U.S. Bank, Executive Vice President, Chief Product Officer for Business Banking.

EPISODE 178: US BANK’S SMALL BUSINESS SURVEY, FROM WORKERS AND AI TO BEYOND GETTING BY (PART ONE)

In Part Two of a special Bankadelic presentation, we delve further into the latest U.S. Bank Small Business Perspective survey. Shruti Patel, U.S. Bank, Executive Vice President, Chief Product Officer for Business Banking, shares survey finding the gauge what truly makes workers happy and how SMBs are facing a future full of optimism and significant growth tasks. In an age where opinions pose as facts, ther report offers a clear-eyed view of the SMB landscape.

EPISODE 179: US BANK’S SMALL BUSINESS SURVEY: FINDING HAPPY OWNERS AND EMPLOYEES AT SMBs  (PART TWO)

Having already shaken up financial services — and the world at large — artificial intelligence will ascend to heights in 2025 never before seen in the history of banking . But will the view look like from up there? And how will it affect the way customers transact business, and financial institutions move into a future that would’ve seemed stranger than science fiction just a generation ago? In the first of two parts, Bankadelic convenes a panel of five industry leaders in financial technology who deal with AI day in and day out. Join them as they give us a glimpse into the future that’s already on the way. 

Our guests: 
Emiliano Giacchetti, CEO, Parascript
Mitch Rutledge, CEO, Vertice AI
Mac Thompson, CEO, White Clay
Jon Tvrdik, CEO, WaveCX
Matthew Wood, Sr. Director, Fintech, U.S. East, Tavant

EPISODE 180: THE BANKADELIC ARTIFICIAL INTELLIGENCE SPECIAL (PART ONE)

Agentic AI. Quantum computing. New terms and tech are redefining the banking sector’s use of artificial intelligence in 2025. Yet financial institutions can still get sucked into chasing a tricked-out gadget as opposed to a smart business solution. The bottom line is that applied right, AI promises a future where banks anticipate and fill customer needs like never before. In the second of two parts, Bankadelic explores the promising, sometimes confusing and always exciting road ahead for AI in banking.  

Our guests: 
Emiliano Giacchetti, CEO, Parascript
Mitch Rutledge, CEO, Vertice AI
Mac Thompson, CEO, White Clay
Jon Tvrdik, CEO, WaveCX
Matthew Wood, Sr. Director, Fintech, U.S. East, Tavant

EPISODE 181: THE BANKADELIC ARTIFICIAL INTELLIGENCE SPECIAL (PART TWO)

It's common sense that financial institutions that look out for their customers -- especially when it comes to improving their financial health -- would come on top where loyalty is concerned. But with a heavy bottom line focus and a "so what" attitude, many miss the mark by a mile. Rochelle Nawrocki Gorey, Co-Founder & CEO SpringFour, guides us through how her company is trying to close the gap and shares findings from the SpringFour Q4 2024 Impact Report.

EPISODE 182: HOW ONE FEMALE FINTECH LEADER SPRINGS INTO FINANCIAL WELLNESS




While the challenges of creating management and training programs for bank staff have meant long lead times -- often marked by frustrating roadblocks -- AI has changed the game in one noteworthy instance. John Findlay, CEO and Co-Founder of LemonadeLXP, shares how he developed InsightAI as a tool to revolutionize knowledge management and training for banks, credit unions, and other financial services. John also dives into the dilemmas financial institutions face as they try to solve myriad puzzles that come with AI implementation. 


EPISODE 183: INSIGHT INTO BANK MANAGEMENT AND TRAINING THROUGH INSIGHT AI

Though the economy is going through a rough patch the climate still looks good for mergers and acquisitions, as financial institutions seek to build on competitive advantage, broaden customer base and embrace a future guided by AI. On this episode, the first of two parts, Stevemn Ramirez of Beyond the Arc (left) and Joe Sullivan of Market Insights (right) and break down the ins and outs of the M&A climate and delineate what drives success in this marketplace niche. 

EPISODE 184: MAKING WAY FOR M&A

What bank doesn't think it's great? The real question, though, is this: How many banks actually are great--or are they simply mediocre? In the second of two episodes, Joe Sullivan of Market Insights and Steve Ramirez of Behind the Arc cover a wide range of topics from how financial institutions can attract young employment prospects to the realities of neobank competitors doing a better job of serving customer needs. 

EPISODE 185: HARD TRUTHS FOR THE BANKING BUSINESS IN 2025

After amassing 125K listens as host of my previous banking podcast, I'm on my own and taking the game to a new level. Award-winning journalist, Pulitzer Prize finalist, composer and performer of all the Bankadelic music ... pizza fanatic.

New tracks tagged #FinancialInstitutions