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Episodes

Why Your Bank's CRM Project Is Failing

1/21/2019
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Lot of banks have implemented or are in the midst of implementing CRMs. But a lot of those same banks aren't getting the most out of their CRMs? What's causing the problem? And how can banks fix it?

Duration:00:12:01

How Does Your Commercial Bank Coach?

1/7/2019
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"Coaching" is becoming a very important topic for commercial banks. What does "coaching" mean? Where can it provide an impact, and what role does tech play in it?

Duration:00:28:57

2018's Top Episode: Winning Tactics of the Best RMs

12/31/2018
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We close out 2018 by replaying our most popular episode of the year - Gita Tholleson sharing the tactics of the best relationship managers that set them apart.

Duration:00:20:19

Hot Topics from Small Biz: Banking Conference

12/10/2018
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PrecisionLender's Tim Shanahan comes on the podcast to recap his recent trip to the Small Biz: Banking Conference. Among the event's hot topics: Hiring bankers who can sell; building your bank's tech stack; partnering with fintechs; and a potential credit turn.

Duration:00:12:03

6 Lessons Banks Can Learn From NBKC

11/26/2018
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NBKC is a community bank that is not only surviving, it's thriving - growing its lending business into new markets. What are some of the lessons other bank's can take from NBKC's success?

Duration:00:15:57

Uberizing Deposit Pricing

11/12/2018
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Talking deposit strategies during a rising rate environment, with Neil Stanley of The Corepoint.

Duration:00:23:13

What's Driving Value at Banks?

10/29/2018
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Banks measure all sorts of key performance indicators; which are the ones that show the strongest connection to how these institutions are valued? Jeff Marssico of The Kafafian Group joins the Purposeful Banker podcast to talk about his articles on this topic, and what he found.

Duration:00:18:01

Lasting Impressions From the BankAI Conference

10/15/2018
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Why were bankers talking about Iron Man suits? How much of AI in banking is about retail, vs. commercial? Will automation actually create jobs? George Neal shares his last impressions from the BankAI conference.

Duration:00:14:25

Critical Conversations Bank Boards Are Having

10/1/2018
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What are bank leaders saying about important topics such as: tech investment, how banks can deliver value, competition among community banks, and alternative growth strategies?

Duration:00:11:45

What a 1968 Computer Demo Can Teach Bankers

9/17/2018
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Doug Engelbart's 1968 computer demo was hugely influential for the tech industry, but it took some time for his vision to be accepted by his colleagues. In fact, some of his ideas are just now being implemented. Why does it sometimes take so long for the future to take hold? And why is it that some "get it" much earlier than others? And what does that mean for the banking industry? We tackle all those topic in this week's podcast.

Duration:00:28:28

Why Is Your Bank Innovating?

9/3/2018
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Everyone at your bank is on board the innovation train, but is it headed to the right destination? In this week's podcast, Dallas and Jim explain why successful banks are focusing their innovation on customer value, not cost-savings. It's also the central theme of the ebook they discuss, "Flip the Formula: How Top Banks Innovate to Win."

Duration:00:15:43

Rethinking What Commercial Banks Measure

8/20/2018
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Gathering information is a science. Filtering out noise is an art. To best serve their customers, commercial banks need to find the right balance between the two.

Duration:00:15:34

Will a Bank's AI Produce an ROI? 6 Questions to Ask

8/6/2018
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Lots of banks are talking about their artificial intelligence initiatives, but how are those programs affecting the bottom line. In this week's podcast, PrecisionLender CEO Carl Ryden walks through the important questions that bank analysts and investors should be asking, as well as the answers bank leaders should be prepare to give.

Duration:00:22:14

Winning Tactics of the Top Commercial RMs, Part 2

7/23/2018
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What separates the best commercial RMs from the rest? Gita Tholleson, SVP for Client Success at PrecisionLender, explains how top RMs deliver tangible value, act as trusted advisors, and find ways to outmaneuver the competition.

Duration:00:14:17

Talent Challenges in Commercial Banking

7/9/2018
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How are banks doing in recruiting commercial lenders? Why are incentive plans still an unsolved issue? Those issues and more details from Bank Director's Annual Compensation Survey are discussed in the latest Purposeful Banker podcast.

Duration:00:15:51

The Tech Spending Gap in Commercial Banking

6/25/2018
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Big commercial banks aren't just spending more on tech in terms of total dollars; they're also dedicating a higher percentage of their budget to tech investment. Why does this spending gap exist and what does it mean for regional and community banks?

Duration:00:17:36

The Winning Tactics of Top Commercial RMs, Part 1

6/11/2018
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Why is it that top commercial relationship managers win deal even when they're not offering the lowest rate? Gita Tholleson, Precisionlender SVP of Client success, shares the tactics that separate the best RMs from the rest.

Duration:00:17:17

Aligning Your Bankers' Self-Interests

5/28/2018
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Why are the toughest competitors for a commercial deal sometimes working at the same bank? And how can you align your commercial bankers so they're working toward the same goals with each customer relationship?

Duration:00:14:41

3 Traits of Innovative Commercial Banks

5/14/2018
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Jim Young and Dallas Wells discuss an Accenture article on the three traits of innovative commercial banks and what those traits look like in banks we work with. They also discuss the hurdles banks face in becoming innovative. Accenture article: https://www.accenture.com/us-en/insight-future-fintech-banking

Duration:00:24:38

Is Your Commercial Bank Too Satisfied for Digital Transformation?

4/30/2018
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Dissatisfaction isn't always a bad thing. Hear from Dallas Wells in this episode on why your bank may need some level of dissatisfaction to be successful.

Duration:00:11:30