The Purposeful Banker

Every fraud conversation eventually turns into a pricing conversation, and most banks and credit unions walk in ready to defend a budget using only one number: last year's fraud losses. HD Jacobs, a digital banking fraud solutions sales lead at Q2, joins The Purposeful Banker to make the case that losses are only one line in the real cost of fraud, and he walks through the operational, opportunity, and relationship costs that belong in the conversation, too.

[Report] Stopping Account Takeover

[Ebook] Fraud Intelligence: Build Trust, Not Friction

[Blog] Don't Let Fraud Distract From Your Banking Mission

[LinkedIn] HD Jacobs

Q2 Innovation Studio just marked its fifth anniversary, with more than 90% of Q2 Digital Banking Platform customers now using its SDK and partner ecosystem. Johnny Ola, SVP of Q2 Innovation Studio, shares the origin story, explains how Q2 vets and works with partners, highlights the use cases banks and credit unions are prioritizing today, and previews what's next as Q2 Code opens up new ways to build on the platform.

Related Links

[News Release] Q2 Innovation Studio Marks Five Years

[Webpage] Q2 Innovation Studio

[Blog] A Closer Look at Q2 Code

[LinkedIn] Johnny Ola

Six months into 2026, pricing activity is up, but spreads are compressed, fixed-rate margins are under pressure, and deposit balances aren't growing the way banks planned. Q2's Jim Young and Anna-Fay Lohn compare the year-end State of Commercial Banking data against mid-year market reality and talk through what commercial bankers and pricing managers should be paying attention to in the second half of the year.

Related Links

[Blog] Commercial Loan and Deposit Pricing Market Update

[Report] 2026 State of Commercial Banking

[LinkedIn] Anna-Fay Lohn

Commercial banking is changing fast, and the institutions winning aren't waiting for things to settle. In this episode, recorded live at Q2's CONNECT 26 customer conference, treasury and payments leaders from Associated Bank, Columbia Bank, First Citizens Bank, and Atlantic Union Bank talk through client expectations, payments modernization, embedded banking, AI, fraud, and what a best-in-class treasury sales team looks like.

Related Links

[Blog] One Platform, No Ceiling: Q2's Approach to Commercial and SMB Banking

[Blog] The End of Double Entry in Commercial Banking

[LinkedIn] Dean Jenkins

[LinkedIn] Eric Lien

[LinkedIn] Kathryn Albright

[LinkedIn] Matt Ribbens

[LinkedIn] Rob Noon

Fraud leaders at banks and credit unions aren't asking whether AI belongs in the fraud stack. They're asking whom they can trust to build with. Jeff Scott, Q2's managing director, Fraud Intelligence, joins the podcast to discuss what it takes to move from alert-chasing to running a full fraud intelligence operation, and why—amid all the AI momentum—human trust is more important than ever.

Related Links

[LinkedIn] Jeff Scott

[Blog] From Disconnected Tools to Connected Intelligence: Q2's Platform Vision

[Blog] Account Takeover Is a Journey Problem: Here's How to Solve It

[AI-Focused Podcast] Cut to Context

Budget planning shapes what actually gets done. Melissa Haire, senior vice president of Customer Success at Q2, talks through how financial institutions can move from a project-by-project mindset to a connected strategy where every dollar ties back to desired outcomes. From digital engagement and commercial growth to fraud prevention and AI investment, Melissa shares what the best-performing institutions have in common when they sit down to plan.

Related Links

[Blog] Planning for 2027: The Priorities Shaping Budget Decisions

[Guide] 2027 Budget Planning Guide

[Podcast] Cut to Context

[LinkedIn] Melissa Haire

Fraud teams rarely struggle with the obvious cases. It's the in-between moments that are hardest: a suspicious login here, a profile change there, a third-party signal that something might be off. The problem is that most account takeover defenses still force a binary choice. Lock the user out or let them through. In this episode, Q2 Product Manager Kristina Wingers joins host Jim Young to talk about why that binary approach no longer fits the reality of modern fraud, what a more proportional response looks like, and how financial institutions can buy themselves time to investigate without shutting down legitimate customers or letting fraud slide.

Related Links

[Blog] Beyond Binary: A Smarter Way to Respond to Account Takeover Risk

[Webpage] Stop Account Takeover Before It Does Damage

[LinkedIn] Kristina Wingers

In this episode of The Purposeful Banker, Nicholas Koutouras, VP of Product Management for Q2's Relationship Pricing and Profitability business, discusses why repeated late saves can signal deeper drift inside a bank and how disciplined banks create consistency to help teams spot issues earlier and make steadier decisions.

Related Links

[Playbook] Beyond Pricing. Disciplined Performance. Real Impact.

[LinkedIn] Nicholas Koutouras

In this episode of The Purposeful Banker, we're sharing a conversation that goes deeper than the usual AI headlines. In a replay of Q2's new AI-focused podcast, Cut to Context, Adam Blue and Hima Mukkamala explore where AI really sits in the hype cycle, what it is changing in software development, and why human judgment, validation, and systems thinking still matter. For bankers, it's a useful look at how AI may reshape the way financial institutions build, innovate, and compete.

Related Links

[Podcast] Cut to Context

[Website] AI for Everyone

[LinkedIn] Adam Blue

[LinkedIn] Hima Mukkamala

In this episode, Nick Koutouras explores what it takes to build a repeatable operating rhythm that strengthens pricing discipline, portfolio oversight, and relationship decision-making. The conversation looks at how governance drift begins, what signals leaders should watch for, and how banks can maintain consistency even when business conditions are strong.

Related Links

[Blog] Designing the Operating Rhythm of a Relationship-Focused Bank

[Blog] The Four Seasons of Banking

[Blog] Relationship Pricing Breaks Down Silos

[LinkedIn] Nicholas Koutouras

As bank M&A activity picks up, the real challenge is no longer just getting the deal done. This episode explores why technology readiness, integration strategy, and customer experience now play a bigger role in determining whether a merger creates value or creates risk.

Related Links

[Webinar] The M&A Tech Conversion Playbook: Steps and Considerations to Shape Long-term Value

[Report] 2026 State of Commercial Banking

[LinkedIn] Tim Daley

As stablecoins move from industry debate to practical planning, Alex Treece of Stablecore joins the podcast to explore what banks should be doing now to prepare responsibly and what strategic, operational, and compliance questions matter most as digital assets evolve as a payment rail.

Related Links

[Blog] The Value of Digital Assets in Commercial Banking

[LinkedIn] Alex Treece

[Website] Stablecore

Nick Koutouras, leader of Q2's Relationship Pricing and Profitability team, explains why bank silos persist even with aligned teams: because the "shared math" arrives too late. Learn how relationship-level economics, the four seasons of banking, and delivery-to-promise reviews help leaders prevent drift and make better decisions.

Related Links

[LinkedIn] Nicholas Koutouras

[Blog] Q2.com

[Podcast] Take the Emotion Out of Relationship Management

Todd Klapprodt joins the podcast to provide a practical primer on stablecoins, tokenized deposits, and other digital assets—what they are, why commercial banking is paying attention, and how financial institutions can explore use cases safely.

Related Link

[LinkedIn] Todd Klapprodt https://www.linkedin.com/in/tklapprodt/

Digital banking in 2026 is shaping up to be an efficiency race driven by ERP connectivity, instant payments, and the shift toward small business "hub" experiences. In this episode, Debbie Smart previews what the 2026 State of Commercial Banking reveals about where AI is becoming practical, why integration is the real battleground, and what banks need to deliver to stay primary in the relationship.

Related Links

[Webinar] 2026 State of Commercial Banking https://event.on24.com/wcc/r/5161232/8BB4637FACD9F95388E41F4A3B668E53

[LinkedIn] Debbie Smart https://www.linkedin.com/in/debbiesmart/

In this episode of The Purposeful Banker, Jim Young sits down with Anna-Fay Lohn for a quick preview of the State of Commercial Banking analysis based on 2025 Q2 PrecisionLender data. They unpack the liquidity rebound, shifting deposit dynamics, accelerating pricing activity, spread compression, and what fixed-rate roll-offs mean for margins heading into 2026.

[Webinar Registration] 1 p.m. February 10, 2026 State of Commercial Banking

[Blog] Monthly Commercial Loan and Deposit Pricing Market Updates

[LinkedIn] Anna-Fay Lohn

This episode features a replay of a Q2 webinar exploring how financial institutions can turn fraud strategy into a competitive edge by using connected fraud intelligence to spot risk earlier, move faster than attackers, protect account holders in real time, and actually improve the digital experience along the way.

[LinkedIn] Jeff Scott

[LinkedIn] Ben Cash

[On-Demand Webinar] Building Trust, Not Friction: The Future of Fraud Prevention

[Website] Fraud Intelligence

[Survey] q2.com/podsurvey

This replay of a recent panel discussion focuses on what separates top-performing banks from the rest. Hear how leading institutions are driving durable growth in commercial banking, elevating treasury management as a strategic engine, using real customer research to redesign small business offerings, and building cultures that attract top talent while accelerating digital innovation.

[LinkedIn] Kirk Coleman

[LinkedIn] Alison Townsend

[LinkedIn] Nate Dube

[LinkedIn] Brittany Adams

[On-Demand Panel Discussion] Lessons From America's Top-Performing Banks

[Survey] q2.com/podsurvey

At Q2's Dev Days 2025, CTO Adam Blue challenged attendees to see AI as art, not automation. In this episode, he joins The Purposeful Banker to explore creativity, orchestration, and how financial institutions, developers, and communities can harness AI to build the future together.

Related links:

[Blog] Smarter Support Starts With AI https://www.q2.com/blog/smarter-support-starts-with-ai

[Blog] Going Beyond Chat to Bring a Human Touch to Digital Banking https://www.q2.com/blog/going-beyond-chat-to-bring-a-human-touch-to-digital-banking

[Blog] What If You Could Code Without Coding? https://www.q2.com/blog/what-if-you-could-code-without-coding

[Blog] Turning Partnerships Into a Living AI Ecosystem https://www.q2.com/blog/turning-partnerships-into-a-living-ai-ecosystem

[Website] AI for Everyone | Q2 https://www.q2.com/ai-for-everyone

[LinkedIn] Adam Blue https://www.linkedin.com/in/adam-blue-537810/

Gen Z is redefining loyalty, purpose, and primacy in banking, and fintechs are leading the charge in creating experiences that resonate with the Gen Z audience. In this episode, Spiral CEO Shawn Melamed joins The Purposeful Banker to share a fintech playbook that helps banks and credit unions attract and engage Gen Z through gamified, purpose-driven experiences that grow deposits, deepen relationships, and make banking feel personal.

Related links:

[Website] Spiral | Grow Deposits and Engage With Impact

[LinkedIn] (8) Shawn Melamed | LinkedIn

[Survey] q2.com/podsurvey

[Transcript] https://hub.q2.com/resources/col/pf/inside-gen-z-a-fintech-playbook

Fraud is evolving fast, and so must the ways financial institutions fight it. In this episode of The Purposeful Banker, Jeff Scott, Q2's VP of Fraudtech Solutions, discusses "Fraud Intelligence," a smarter, trust-first approach to fraud prevention. We explore how financial institutions can build trust without adding friction, the "See It, Stop It, Solve It" framework, and how AI fits into the future of fighting fraud.

Related Links:

[Webinar] Building Trust, Not Friction: The Future of Fraud Prevention

[Ebook] Fraud Intelligence: Build Trust, Not Friction

[Website] Fraud Intelligence

[Website] AI for Everyone

[LinkedIn] Jeff Scott

[Survey] q2.com/podsurvey

How financial institutions can best serve Gen Z accountholders is a popular topic in the industry. In this episode of The Purposeful Banker, we look past the buzz to unpack the data about this segment and talk about the gaps between expectations and behavior.

Related Links

[Podcast] Inside Gen Z: Lessons in Loyalty https://hub.q2.com/resources/col/pf/inside-gen-z-lessons-in-loyalty

[Survey] q2.com/podsurvey https://qtwo.co1.qualtrics.com/jfe/form/SV_eWd84WStnuoZSXY

This episode of The Purposeful Banker podcast is one in a series of episodes focused on better understanding Gen Z consumers and business owners. In this replay of our "Lessons in Loyalty" panel discussion, three Gen Z consumers unpack the multibank mindset, the importance of personalization, the digital-branch balance, incentives, and the role of education in trust.

Related Links:

[On-Demand Panel Replay] Lessons in Loyalty: A Live Q&A With Gen Z Consumers https://hub.q2.com/resources/col/pf/lessons-in-loyalty

[LinkedIn] Stacy Armijo https://www.linkedin.com/in/stacyarmijo/

[LinkedIn] Stuart Featherston https://www.linkedin.com/in/stuart-featherston-3170745/

Commercial banking runs on relationships, but too often, "gut feel" drives decisions and muddies results. In this episode, Q2's new VP of Product Management, Nick Koutouras, shares how to take the emotion out of relationship management without losing the human touch. We dig into a simple, repeatable operating rhythm—account planning, pricing, measurement, and stakeholder readouts—that builds consistency, confidence, and better outcomes for bankers and leaders alike.

Related Links:

Nick's LinkedIn: (16) Nicholas Koutouras | LinkedIn

[Blog] Commercial Loan and Deposit Pricing Market Update: August 2025 https://hub.q2.com/resources/col/pf/commercial-loan-and-deposit-pricing-market-update-august-2025

[Blog] Commercial Banking Leaders: Becoming a Smarter Bank Requires Smarter Pricing https://hub.q2.com/resources/col/pf/commercial-banking-leaders-becoming-a-smarter-bank-requires-smarter-pricing

[Website] Q2 Relationship Pricing and Profitability https://www.q2.com/products/relationship-pricing-and-profitability

Small business owners rely on digital tools to run their businesses, but how does their banking experience measure up? In this episode, hear real-world stories from business owners with diverse needs as they describe their experiences and challenges, and hear from financial institutions that are taking these needs to heart.

Related Links

[Blog] Small Business Tools, Tactics, and Transformation https://hub.q2.com/resources/col/pf/small-business-tools-tactics-and-transformation?pflpid=61254&pfsid=62E2iBv4Jj

[On-Demand Webinar] Why and How to Become the Business Hub for Your SMB Customers https://hub.q2.com/resources/col/pf/why-and-how-to-become-the-business-hub-for-your-smb-customers-2?pflpid=61254&pfsid=62E2iBv4Jj

[LinkedIn] Ben Cash https://www.linkedin.com/in/ben-cash-03312292/

[LinkedIn] Katrina Leach https://www.linkedin.com/in/katrinaleachufcu/

[LinkedIn] Shon Cass https://www.linkedin.com/in/scasstsb/

[LinkedIn] Thomas Eorgan https://www.linkedin.com/in/thomaseorgan/

In this episode of The Purposeful Banker, Corey Gross from Q2 and Louann Habenicht from Susser Bank discuss how AI is being used to battle the ongoing check fraud problem. They walk through how positive pay has evolved, how machine learning fits into the process, and what it takes to build not just a tool, but a broader fraud prevention strategy that actually works in the real world.

Related Links

[Website] Q2 positive pay solution https://www.q2.com/products/risk-and-fraud-management/positive-pay-and-account-reconciliation

[LinkedIn] Corey Gross https://www.linkedin.com/in/coreygross/

[LinkedIn] Louann Habenicht https://www.linkedin.com/in/louann-habenicht-55392717/

[Survey] q2.com/podsurvey https://qtwo.co1.qualtrics.com/jfe/form/SV_eWd84WStnuoZSXY

Most banks know they should revisit their treasury pricing annually—but few actually do. Why? Because the process is so complex, manual, and error-prone that it often gets pushed aside. In this episode of The Purposeful Banker, we talk with Todd Klapprodt from Q2 about the real cost of doing nothing, why annual repricing is more strategic than you think, and how automation can unlock both efficiency and growth.

Related Links [LinkedIn} Todd Klapprodt https://www.linkedin.com/in/tklapprodt/

[Website] Q2 PrecisionLender https://www.q2.com/products/relationship-pricing-and-profitability

What if we could digitize the end-to-end journey for small businesses? What would that look like, and what would we need to take into consideration? This panel discussion from the CONNECT 25 customer conference tackled that question and revealed some big opportunities to serve this segment better.

Related links:

[Blog] https://hub.q2.com/blog/serving-small-businesses-starts-with-listening-to-them

[LinkedIn] Dean Jenkins https://www.linkedin.com/in/dean-jenkins-4b69438/

[LinkedIn] Deidre Barret https://www.linkedin.com/in/diedre-barret-75a77110/

[LinkedIn] Ryan Hill https://www.linkedin.com/in/ryanbhill/

[LinkedIn] Kevin Miyamoto https://www.linkedin.com/in/kevinmiyamoto/

[Survey] q2.com/podsurvey https://qtwo.co1.qualtrics.com/jfe/form/SV_eWd84WStnuoZSXY

What do upper middle market and large corporate clients really need from their financial institutions? Get the inside scoop from industry experts and banking leaders as they draw from recent research and real-world experiences to discuss market trends, competitive dynamics, and the evolving expectations of sophisticated commercial clients.

Related Links

[Blog] Leveraging the Power Trio of Serving Large Commercial Clients https://hub.q2.com/blog/leveraging-the-power-trio-of-serving-large-commercial-clients

Dean's LinkedIn: https://www.linkedin.com/in/dean-jenkins-4b69438/

Christine's LinkedIn: https://www.linkedin.com/in/christine-barry-2852351/

Alan's LinkedIn: https://www.linkedin.com/in/koenigsberg/

Chad's LinkedIn: https://www.linkedin.com/in/chadparramore/

Rob's LinkedIn: https://www.linkedin.com/in/rob-n-5642541a2/

Hey listeners! Take our podcast survey to help us choose the content and conversations you'll find most beneficial. Only 10 questions: q2.com/podsurvey

In this episode, John Min, chief economist at Monex USA, joins the podcast to talk about how community banks are missing out on an opportunity to strengthen business relationships while impacting the bottom line by not offering foreign exchange services.

Related Links:

Q2 Innovation Studio: https://www.q2.com/products/digital-banking/innovation-studio

Monex: https://monexusa.com

John's LinkedIn: https://www.linkedin.com/in/john-min-4941634/

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey

In this episode of The Purposeful Banker, Sara Seguin from Alloy joins Jim Young to talk about the increasing threat of account takeover and email compromise and how financial institutions can help their business customers fight back.

Related Links

Sarah's LinkedIn https://www.linkedin.com/in/saraseguin/

Ongoing Fraud Monitoring from Q2 https://hub.q2.com/product-overview/ongoing-fraud-monitoring

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey

In this episode, Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework.

Related Links

Small Business Strategy Scorecard: https://hub.q2.com/whitepapers/small-business-strategy-scorecard

Dave's LinkedIn: https://www.linkedin.com/in/david-brebner-9a2543/

Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization's Instant Payments Cookbook, who needs to read it, and how it came together.

Related Links:

The Instant Payments Cookbook (Use promo code Q22025 for discount)

PaymentsFirst website

Mary's LinkedIn

Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercial business in the current financial landscape.

Related Links

[Webinar] The Commercial Banking War Room: Tactics That Win

[Survey] The Purposeful Banker listener survey

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey

This episode, featuring Dave Brebner from Q2 Strategic Advisory Services, is the first of a two-part series that details how financial institutions can boost their small business strategy -- or any portfolio strategy -- based on a proven success framework.

Related Links

Small Business Strategy Scorecard

Dave's LinkedIn

Cheryl's LinkedIn

In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report.

[Report] Alloy's 2025 State of Fraud Report

[LinkedIn] Sara Seguin

[Solution Information] Q2/Alloy

Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses.

Register for March 13 webinar: Fraud Orchestration: Staying A Step Ahead of Financial Fraudsters

Jim Mortensen's LinkedIn

The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact.

Related Links

Caroline's LinkedIn

Filene Research Institute on LinkedIn

[Podcast Series] Experience Factor with Jim Marous

[Webinar with CUInsight] Innovation for the Win: How Cyprus Credit Union Uses Data to Improve Lives

[White Paper] Q2 Engage: Building Lifetime Relationships With Dynamic Personal Experiences

The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to help business customers battle payments fraud and how it has shaped cutomer relationships.

Related Links:

[2024 Datos Report] The Opportunity Your FI Is Missing by Not Effectively Selling Positive Pay

Christine Held on LinkedIn

Jessica Salerno on LinkedIn

Cheryl Brown on LinkedIn

Bank of Ann Arbor on LinkedIn

In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commercial Banking report, preview some of the takeaways in this year's report, which is based primarily on the proprietary pricing data in Q2 PrecisionLender.

[Webinar] 2025 State of Commercial Banking

This week's The Purposeful Banker shares Tania Katan's talk from the 2024 BankOnPurpose executive leadership conference, where she demonstrated how creativity and humanity drive passion and innovation—even in the banking industry.

[Website] BankOnPurpose

[LinkedIn] Tania Katan

[Ted Talk] Giselle Mota

In this episode of The Purposeful Banker, we share Sam Maule's keynote from the 2024 BankOnPurpose executive leadership conference, where he likened the pressurized environment of a submarine to the pressures of the banking industry.

Related Links

BankOnPurpose

Sam's LinkedIn

The Purposeful Banker welcomes Matt Ross from Accenture to talk about how small businesses' banking needs have changed and how financial institutions are responding.

Related links:

[Dec. 9 Webinar] The Future of SMB Banking: Partnership and Innovation

Matt's LinkedIn

The Purposeful Banker welcomes back Stacy Armijo from Amplify Credit Union to talk about the credit union's unique approach to customer experience, non-interest income, and commercial banking.

[Client Success Story] Q2 Helps Amplify Credit Union Go Fee-Free

[Podcast] The Quest for Deposits: What's Working Now and What Will Work Eventually

[Website] Amplify Credit Union

Jim's LinkedIn

Stacy's LinkedIn

The Purposeful Banker welcomes back Sam Maule from Moov, a speaker at our upcoming BankOnPurpose leadership conference and a self-proclaimed "technology optimist," to talk about AI, fraud, and the profound effect technology is having on business.

In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 Chief Availability Officer Lou Senko to discuss the impact of fraud on the industry and Q2's approach to security and cybercrime.

What does bank technology have in common with a semi truck? And how does business nihilism get in the way of digital transformation? Find out as Q2 Chief Technology Officer Adam Blue joins Dallas Wells for this episode of The Purposeful Banker.

In this episode of The Purposeful Banker, Dallas Wells welcomes Hunter Moses, head of Q2's Strategic Advisory Services team, to discuss how segmentation and personalization can make a big difference in attracting and keeping small and medium-size business accounts.

In honor of Q2's 20th anniversary, Dallas Wells welcomes our founder Hank Seale to the podcast for a look back at how his mission of empowering financial institutions through technology has come to fruition and how he's bringing the next part of his vision to life.

In this episode of The Purposeful Banker, Dallas Wells welcomes Kathy Dwyer from the Q2 product team to discuss the growing demand for integration between companies' ERP accounting systems and their digital banking platforms.

In this episode of The Purposeful Banker, Dallas Wells welcomes Beth-Anne Bygum, Q2's chief information security officer, to discuss the implications of GenAI on security and compliance and what financial institutions should consider for successful adoption.

In this episode of The Purposeful Banker, Dallas Wells welcomes Corey Gross, VP of Product Management at Q2, to talk about the impact of GenAI on banking, including current use cases and those expected to develop.

In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 CMO Carlos Carvajal for a discussion about how marketing in banking has evolved and how to make more meaningful, profitable connections with customers.

In this episode of The Purposeful Banker, Dallas Wells sits down with Q2 President Kirk Coleman to get his perspectives on some of the most pressing topics in banking.

In this episode of The Purposeful Banker, Dallas Wells talks with Ben Cash from the Q2 product team about the expanding role of technology in treasury and cash management.

Alex Habet welcomes Dallas Wells back to the podcast to catch up on the latest hot topics in bank technology, including AI, fraud, and payments.

In this episode of The Purposeful Banker, Jim Young welcomes Keith Gray from The Clearing House for an update on how banks and businesses are adopting the instant payments rails.

Alex Habet sits down with longtime banking industry journalist Paul Davis as they talk about how financial services have changed, as well as how journalism itself has changed, and tips for how bankers can sort fact from fiction.

Alex Habet shares a Q2 panel discussion between Sam Kilmer from Cornerstone Advisors, Stacy Armijo from Amplify Credit Union, and Erica Pilon from Capital One about tactics for gathering deposits and building relationships.

As a follow-up to our last episode featuring Dr. Leda Glyptis, Alex Habet shares a replay of Dr. Glyptis' session at Q2's 2023 BankOnPurpose executive leadership event, where she discusses how to forge consistency in the midst of constant change.

In this episode of The Purposeful Banker, Alex Habet welcomes fintech expert Dr. Leda Glyptis to talk about what she's been up to the past few years, her book, climate change, and the overall environment in the financial services industry.

In this week's Purposeful Banker, Alex Habet takes a look at some of the latest headlines in banking news to see what the buzz is in the market and what's top of mind for bank leaders.

In this episode of The Purposeful Banker, Jim Young and Gita Thollesson discuss some of the takeaways from Q2's State of Commercial Banking 2024 Market Analysis. Register for the webinar on Feb. 8.

In this episode of The Purposeful Banker, Q2's Steve Collum, senior manager, Strategic Advisory Services, digs in with Jim Young about Basel III and the ripple effects the changing regulatory landscape may have on the banking industry.

Digital technology impacts almost every aspect of a financial institution, from growth strategies to go-to-market approach. In this episode, we replay a panel session from this year's BankOnPurpose where FI leaders discuss opportunities and challenges with the accelerated market demand for digital experiences.

In a first for The Purposeful Banker, Alex Habet hosts a livestream discussion with Carl Ryden and Corey Gross exploring AI's role in banking and lessons learned from Q2's Andi copilot for bankers.

In this week's episode of The Purposeful Banker, Jim Young returns to welcome Tony Hernandez for a look at the latest market update based on Q2 PrecisionLender data.

Amid a world focused on shortcuts in the name of efficiency, is there room for beautiful, elegant innovation? Alex Habet and Adam Blue share a captivating discussion about humanity, artistic creation, and business.

Alex Habet shares some perspective around a replay of a timeless Leda Glyptis talk on digital transformation in advance of her session at the upcoming BankOnPurpose leadership conference.

Alex Habet welcomes deposit expert Neil Stanley back to the show to talk about an interesting opportunity for banks to be heros for their customers by offering refinancing, but not in mortgages.

In this episode of The Purposeful Banker, Jim Young welcomes Ian Benton from Javelin Strategy & Research to talk about the value of small businesses in today's market and what financial institutions must do to attract and grow their relationships.

Jim Young welcomes Q2's Tim Daley to the podcast to talk about not only how to determine whether the time is right for the bank technology you want funded, but how to go about championing the project.

In this episode of The Purposeful Banker, Jim Young and Dallas Wells return to the podcast to discuss how to get the most bang for your buck in the 2024 technology budget.

Q2's Gita Thollesson joins Alex Habet for a mid-year check-in to see what Q2 PrecisionLender data can tell us about how banks are faring in this volatile market.

In this episode of The Purposeful Banker, Alex Habet replays an intriguing CONNECT 23 panel discussion with Corey Gross, Adam Blue, Carl Ryden, and Steve Gogolak about the practical applications of AI in banking and business in general, both in the short and long term.

Alex Habet shares a replay of Adam Blue's keynote at CONNECT 23 about how AI will affect banking, and how it won't.

In this episode of The Purposeful Banker, Alex Habet welcomes well-known banking expert Neil Stanley, founder and CEO of The CorePoint, to discuss just how different the current market is from past high-rate environments.

In this episode of The Purposeful Banker, Alex Habet welcomes Debbie Smart to talk about how payments innovation is a game changer for financial institutions serving commercial and small business customers.

Alex Habet welcomes Alexis Chavez, co-founder of gnuGrid CRB Uganda, the only credit reference bureau in Uganda focused on the informal financial sector (90% of the market) to enable 22 million borrowers to access their own credit scores and prove credit worthiness.

In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez share the latest Q2 PrecisionLender data and discuss what effect the high interest rate environment is having on commercial lending.

In part 2 of our look back at the impact AI has had on banking, Alex Habet replays a 2018 panel discussion with Carl Ryden, Jim Marous, and Greg Michaelson.

In this episode, Alex Habet and "Deal Doctor" Tony Hernandez talk about the importance of commercial deposits in the current market environment and discuss ways to both obtain them and protect them.

As AI-focused technology makes the headlines, we take a step back in time to replay a 2018 BankOnPurpose presentation by Carl Ryden, then CEO of PrecisionLender, who shares where he believes artificial intelligence, financial technology, and the banking industry are headed based on what he was seeing and hearing in the industry across the world.

In this episode of The Purposeful Banker, Alex Habet welcomes Gita Thollesson to discuss some of the takeaways from Q2's State of Commercial Banking 2023 Market Analysis.

In this week's podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2's Kim Rutledge about how financial institutions are managing staffing issues in an interesting jobs market.

In this week's podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2's Katharine Briggs about the role digital plays in their organizations.

In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez break down ways financial institutions can empower their commercial relationship teams for strategic growth.

Alex Habet is joined by Sam Kilmer of Cornerstone Advisors in a discussion about the expected market landscape in 2023, the challenges and opportunities it will bring to financial institutions, and ways they can manage them.

Alex Habet is joined by Adam Blue, Q2 chief technology officer, in a discussion about balancing speed with patience and intention to build a resilient, diverse business.

In this episode of The Purposeful Banker, Alex Habet speaks with Steve Bartels from Q2 about the state of cybercrime in financial services and what banks and credit unions can do to fight it.

Shon Cass of Texas Security Bank joins Alex Habet to talk about the bank's story, strategy, and culture; how they think about technology; and how they're planning for 2023 and beyond in an uncertain macro environment.

In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez talk about why a relationship approach is more important than ever, from interdepartmental collaboration to pricing and deal structuring.

In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez discuss results of the most recent review of Q2 PrecisionLender data and how the current rate environment is affecting pricing.

In this episode of The Purposeful Banker, we rewind to a 2019 conversation with PrecisionLender CEO Carl Ryden and 11:FS CEO David Brear about the strategies banks should employ to go beyond just weathering the storm, to actually prospering during tough times.

As Q2 prepares for the in-person BankOnPurpose conference in November, Alex Habet looks back at some of our favorite, most impactful sessions from past years.