BankTalk Podcast

Join us as we sit down with Tom Knapp of Freshriver.AI and discuss how to make AI usable for community banks and credit unions. Tom explains the technical side of AI briefly, then explains for the non-technical user some use cases for where and how AI might be beneficial. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Brennan Summers joins BankTalk to share how Stukent is improving financial literacy within the US. Through partnerships with local FI’s, the simulations create exposure to real life scenarios and career paths, within schools and their communities. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

We sat down with Patrick Sentner, EVP at Colliers and past President of the Society of industrial and Office Realtors, to discuss the state of office property and office vacancies. We also spend some time discussing how real estate financing aligns with tenant leasing terms. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

We sat down with Elizabeth Eurgubian, former NCUA Board Member, to explore the current state of the National Credit Union Administration and what it means for the financial services industry. The NCUA is structured to operate with a bipartisan, three-member board--with members appointed by the President and confirmed by the Senate. Since the election, the NCUA Board has been functioning with fewer than three members, raising important questions about oversight, governance, and decision-making. This episode will examine the practical and policy implications for the financial services industry when the NCUA Board is not fully staffed, and whether this could lead to an environment of more centralized regulators. We will also discuss the difference in regulatory conduct between Credit Unions and Banks and the recent hot topic of tax-exempt status for CUs. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Jon Waldman, President and Co-Founder of SBS Cybersecurity (website), as we discuss how fraudsters are evolving with ever-more creative ways of scamming businesses and account holders. We touch on some interesting statistics on which age groups are being targeted, and the losses from successful scams. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join us as we discuss how Michael Crowl, CEO of University Federal Credit Union, envisions growing virtually and via brick-and-mortar branches. Through use of client data, UFCU makes better investment decisions on where and when to expand to new markets. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join us in this episode as we discover the advantages of a shared services model, what happens in a merger, and how specific entities such as technology contracts are negotiated. Jason Hicks, New Hampshire Mutual Bancorp CFO takes us through these topics from his perspective and experience while discussing his Mutual Matters Campaign. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Kevin Pernick, President and CEO of Bank Plus, as we discuss an informational survey done on bank leadership. Amongst other things, the results show a correlation between leadership styles, organizational trust, and bank financial results. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join us in this episode as we explore how First Fidelity Bank (FFB) is transforming its deposit growth strategy by leveraging a new digital platform. Facing competition from regional banks, neobanks, digital banks, and third-party fintechs, FFB has adopted a digital-first approach to attract new account holders. Starting with Health Savings Accounts (HSAs), FFB has seen tremendous results and is now expanding the platform to other consumer and business account channels. Join us as we discuss this successful partnership with John Symcox, CIO of FFB, and Philip Paul, CEO of Cotribute. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Jason Mork, Director at Piper Sandler, as we delve into the world of the Graduate School of Banking (GSB). With experience as both a student and faculty member at various GSB institutions, Jason offers a unique perspective on the benefits and opportunities these programs provide. Discover who can benefit from GSB, the latest trends in the field, and valuable insights from someone who has seen it all from both sides of the classroom. Send us a text For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Rick Boothby of Acumen Financial as we discuss Supplemental Executive Retirement Benefits. Join us as we discuss using SERPS to hire and retain your high-value employees, as well as some of the pushback you may get from your internal teams as you implement or modify your SERP program. If you would like to schedule a call with Rick Boothby to further explore SERPS for your organization, please send an email to Mark Axmacher, Acumen Financial Advantage Business Development Manager at maxmacher@acumenfa.com. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Debbie Whiteside of the ABA Core Committee and Trey Maust, Chairman of ABA’s Core Platforms, join us to talk through the position of the ABA Core Committee and their 2024 Survey Results. With over 70% of banks submitting feedback to the group, we discuss trends and themes that stood out, while looking ahead at what’s next. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Jack Kasel from Anthony Cole Training Group as we explore effective strategies to analyze and enhance your commercial lending team. We delve into diagnostic tools, peer reviews, and the essential training required by your senior managers to drive improved results. This episode is a must-listen for anyone looking to elevate their commercial lending operations. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Ahon Sarkar, General Manager of Helix by Q2, as we explore the transformative world of Banking as a Service (BaaS) for financial institutions and fintech firms. Ahon, an expert in embedded finance products, shares his insights on the latest trends in virtual banking. Discover strategies to stay competitive, identify who stands to benefit the most, and delve into the developments in digital-only banking. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Charlie Kelly, Partner at Remedy Consulting, as we discuss next-generation cores. A couple of years ago, a few new core systems came out, ready to replace the Legacy offerings of Fiserv, FIS, Jack Henry, and the like. Are these cores now in production and supporting clients, and have they done what they promised to do when they first launched? Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Alex McLeod, Founder and CEO of Parlay Finance, to discuss Small Business lending. As a thought leader in the space, we wanted to get Alex in here to discuss SBA programs, challenges from both the business and banking sides, and the benefits of a tech stack that supports SMB lending. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Kip Weissman from Luse Gorman as we discuss what happened in community bank acquisitions in 2024, and the outlook for M&A activity in 2025. We discuss major headwinds and tailwinds that may affect bank buyers and sellers in the near future. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Scott Hildenbrand from Piper Sandler as we discuss the recent Fed moves, the yield curve, unrealized losses, and the US elections and strategies that banks and credit unions are making to improve their investment portfolios. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.

Join Jesse Schwamb, VP of Financial Planning and Analysis, at Members 1st Federal Credit Union as we discuss the growth from $1B to almost $8B in a short time and some of the successes and challenges that came with it. Jesse talks about their approach using data, dedicated service levels, and a hands-on approach with their personnel within their community. Send us a text Presented by Remedy Consulting Technology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning. For more information on BankTalk: BankTalk Website Subscribe to BankTalk News Remedy Consulting Website Remedy LinkedIn To speak on the BankTalk Podcast, please email us.