In a series of podcasts taped live at 2025’s Money 20/20 in Las Vegas, host Lou Carlozo brings you the latest from one of the premier financial services conferences in the world. On this episode taped at the Venetian's Truth and Tonic, Lou casts with Dana Kalfas Bodine, Vice
President of Marketing at Trustpilot. Dana shares findings from the just-completed Write a Review Week, where all U.S. businesses received unlimited review invitations, and discusses the role AI plays in how businesses and consumers can make better choices.

LIVE FROM MONEY 20/20 EPISODE 15: HOW TRUSTPILOT BLAZES TRAILS IN BUSINESS INSIGHT, CONSUMER CONFIDENCE

More than 11,000 people attended Money 20/20 at the Venetian in Las Vegas, making 2025 another banner year for one of the leading financial services conferences in the world. Bankadelic was there from start to finish and on this episode, host Lou Carlozo recounts the hot discussion topics (from agentic AI to stablecoins), the cool swag (pickleball, anyone?)--along with the action on the convention floor. Lou also dishes on the surprises he came across, from a fintech that fights hunger to an unscheduled appearance by Bankadelic wiseguy Johnny Da Big, lecturing all those freaking stoonads about lowbrow high-tech, if ya know what I’m sayin’…

EPISODE 206: LOU SHOULDA BEEN THERE: THE BANKADELIC MONEY 20/20 RECAP

On this episode, Trafalgar Founder and CEO Jose Porfirio Sánchez-Talavera calls in from Mexico City to share how his challenger bank works to maintain harmonious relationships with regulators, customers and shareholders. It’s an almost radical proposition in an era where banks aren’t shy about putting profits far above all else, and fintechs act with impunity in a throwback to the bad old days of “move fast and break things.” Then there's Jose, who's actually a fan of regulation. 

EPISODE 207: A MEXICAN CHALLENGER BANK CHALLENGES INDUSTRY STEREOTYPES

It’s a long Thanksgiving road trip… Back Friday sales have been going on since August … and someone’s gonna pick a fight over the drumstick. So why not treat yourself before the  Turkey Day going gets tough so we’ve got a gift for you no turkey could come close to topping. Join us as our three panelists gather ‘round the table to discuss what they’re thankful for, even as they nominate winners for the First Annual Bankadelic Tofurkey Award, in honor(?) of the one thing we could do without in financial services. A splendid holiday episode with, dare we say, all the trimmings and none of the titanium-tough fruitcake. 
Tim Keith, CEO, Infusion Marketing
Lisa Pent, founder and CEO, PentEdge
Jason Schwabline, EVP, CheckAlt


EPISODE 208 : THE BANKADELIC 2025 BANKSGIVING SPECIAL, WITH ALL THE TRIMMINGS

Certificates of deposit have been around since the days of bank vacation clubs and paper passbooks. But they’ve caught up to the digital age, and then some, thanks to the vision and passion of a Seattle-based banker. John Blizzard, Founder of CD Valet, takes us through the ins and outs of an online destination that offers customers some 40,000 choices, likely making it the largest such marketplace in the world. He also shares his views on how forces ranging from AI-driven search to interest rate pressure could shape (and shake) the CD environment in the months ahead. 

EPISODE 216: THE DIGITAL CD RENAISSANCE--AND THE MAN BEHIND IT

While many prospective homebuyers are living the American Dream Deferred, others are finding their way thanks to committed professionals who understand how to turn knowledge gaps into opportunities to educate and win customer loyalty. Jeremy Davis, President of Mortgage at Southern Bancorp, describes his successful business approach centered on consumer education and community involvement. His hands-on style serves an overarching philosophy that margin and mission are not mutually exclusive.

EPISODE 217: EDUCATE, LISTEN , LEAD: HOW A MORTGAGE STANDOUT BUILDS SUCCESS IN MARGIN AND MISSION

In love with banking? Feeling jilted by AI? Is your fintech life a box of chocolates? Whatever the state of your financial attachments, Bankadelic invites you back to another two-part holiday special, featuring three fabulous guests sharing their views on the state of banking play in 2026. Resident Bankadelic tycoon Worthington Bigbucks also drops by to deliver a Shakesperean sonnet that shares the sad tale of his luvvy-duvvy running off with his chauffer. 

Our guests:

Sarah Koulogeorge, Director of Business Development, Casca
Keith Riddle, General Manager, Payfinia
Martha Underwood, Founder of Prismm 
 

EPISODE 218 : THE 2026 BANKADELIC VALENTINE'S DAY LOVEFEST (PART ONE)

Jill Castilla of Citizens Bank of Edmond has been recognized time and again as one of the financial sevices industry’s leading lights. Kian Sarreshteh of InvestiFi has brainstormed how to bring digital investing inside traditional accounts. On this special episode of Bankadelic, Kian and Jill share how they’ve brought the InvestiFi platform to Citizens Bank account holders, giving them an easier way to invest (even in crypto) while maintaining the stellar customer attention and service community FIs are known for. 

EPISODE 220: A COMMUNITY BANKING LEADER AND FINTECH TRAILBLAZER TRANSFORM ACCOUNTS FOR THE DIGITAL AGE

As financial institutions grapple with some serious issues, from fraud to disconnected workflows, many are rushing — in some cases too fast — to enlist AI as the Bot in Shining Armor. Sriram Natarajan, President at Quinte Financial Technologies Inc., walks us through smart ways to think about AI and employ it as a tool to address challenges when given the right data, focus, and end-to-end visioning.

EPISODE 222: AI—TOY OR TOOL, HYPE OR HOPE?

The uncertain economic environment that has sent gas prices soaring and tossed the stock market topsy-turvy has created ripples felt throughout financial services, especially at the level where small businesses need to secure money to grow and function. Will Tumulty, the CEO at Rapid Finance, explains how small businesses can beat the odds, obtain funding the smart way and leverage advances in artificial intelligence. 

EPISODE 223: SMALL BUSINESS CAPITAL AT THE CROSSROADS

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.

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