Episodes

New episodes released every other Thursday!

Episode 023

by Banking on Disruption | Social Media Marketing World 2024, Bankified!

Episode 023: Social Media Marketing World 2024, Bankified!

Episode 023: Social Media Marketing World 2024, Bankified!

We are joined by marketing expert Eric Cook, fresh from Social Media Marketing World 2024, to discuss how banks can leverage Intelligence Augmentation, social media trends, and storytelling to revolutionize their marketing strategies. We delve into the use of AI in financial marketing, from crafting narratives that respect privacy to utilizing custom GPTs and digital doppelgangers for content creation. The episode offers insights into the latest marketing trends, the power of AI, and practical strategies for engaging digital audiences in the banking industry.

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Episode 018: From TikTok to Checking Accounts: Gen Z & Banking

Episode 018: From TikTok to Checking Accounts: Gen Z & Banking

In this episode, Wyatt Licht, a leading figure in banking technology, discusses the transformative changes occurring in the banking industry due to the shift towards social finance, driven by younger generations. They explore how FinTech can revolutionize banking services, strategies for attracting a younger deposit base, and the future of personal and business banking. The episode also tackles the impact of digitization, the importance of competitive products, the role of physical branches, and the challenges faced by community banks.

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Episode 017: Redefining your Bank’s Customers Experience with Salesforce

Episode 017: Redefining your Bank’s Customers Experience with Salesforce

In this episode, we delve into the transformative power of technology in the banking industry, focusing on Salesforce implementation, change management, and the role of AI and data analytics with Valerie Weis. The conversation also covers the evolving customer expectations in the financial industry and strategies for banks to adapt. The episode is packed with insights, strategies, and practical examples that reveal the profound impact of tech innovation on banking.

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Episode 016: Evolving your Customer’s Banking Experience with Trust

Episode 016: Evolving your Customer’s Banking Experience with Trust

In this podcast episode, Jack Hubbard, one of the top 100 most trusted business leaders in the nation, discusses the dynamics of trust in the banking industry and how to improve the banking experience for customers. He highlights the importance of consistent communication, a customer-centric culture, and the effective use of digital platforms, especially websites, for building trust with customers. The episode also delves into leadership and coaching in banks, sales training, and authentic relationship building, as well as the importance of continuous learning in the banking industry.

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Episode 015: Unlock Your AI Potential with Data

Episode 015: Unlock Your AI Potential with Data

In this episode, Fred explores the current data & AI reality in the banking sector with Zennify’s Manvir Sandhu. The discussion dives into the evolution of data analytics in banking, the potential of AI in financial services, and the benefits of CRM systems like Salesforce. They also discuss data strategies, such as data lake houses, and the role of platforms like Databricks and Salesforce’s Data Cloud in maximizing efficiency and enhancing marketing and customer strategy. The episode also tackles the potential of AI in automating and improving customer service and loan processing, as well as the necessary data security considerations.

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Episode 014: From Regulations to Risk- A Deep Dive into Sustainability in Financial Services

Episode 014: From Regulations to Risk- A Deep Dive into Sustainability in Financial Services

In this episode, guest David Dal Pos, an expert in enterprise sustainability and Salesforce ecosystem, discusses the intricacies of finance, sustainability, and carbon footprint tracking. David explains the impacts of various regulations on companies and the environment, and offers insight into carbon offset strategies, the importance of dedicated sustainability teams, and the role of software solutions in managing carbon footprints.

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Episode 013: Fun with Reports and Dashboards

Episode 013: Fun with Reports and Dashboards

In this podcast episode, David Carnes, founder and chairman of OpFocus, dives into the world of Salesforce Reports and Dashboards, sharing his insights into business intelligence tools and Salesforce reporting. Fred & David discuss the necessity of regular cleaning for Salesforce reports and dashboards and strategies to ensure leadership access to critical data. In the Quick Takes Roundtable, Fred, Eric, & Josh discuss the changing landscape of work in the era of digital transformation and how businesses can navigate sales in the post-pandemic world.

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Episode 012: Unpacking Dreamforce ’23: AI, Data Cloud, & Salesforce’s Commitment to Inclusivity

Episode 012: Unpacking Dreamforce ’23: AI, Data Cloud, & Salesforce’s Commitment to Inclusivity

In this episode, Salesforce leader Janeen Marquardt discusses highlights from Dreamforce 23, focusing on the impact of AI and the development of an MDM strategy. The conversation covers the potential of AI to enhance job efficiency rather than make roles redundant, and explores Salesforce’s product roadmap and the role of data cleansing. Janeen also shares her experience with OhanAbility, an initiative she launched to support those facing various challenges, as part of a wider discussion on Salesforce’s efforts towards inclusivity and accessibility. The episode offers valuable insights on networking at Dreamforce, data strategy, and San Francisco’s post-pandemic safety measures.

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Episode 011: Business Analysis – The Secret Sauce to Salesforce Success

Episode 011: Business Analysis – The Secret Sauce to Salesforce Success

In this podcast episode, Vanessa Grant, a seasoned business analyst, shares her insights and experiences navigating the Salesforce ecosystem. The episode also features Sam Levis and Caspian Lukey from Gong, who discuss the company’s profound impact on revenue operations and the introduction of AI-driven tools. The podcast concludes with an open invitation to the Banking on Disruption meetup at Dreamforce, providing listeners with an engaging discourse on Salesforce and its dynamic ecosystem.

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Episode 010: Salesforce Transformation- Chatbots, Credit Unions, & Change Management

Episode 010: Salesforce Transformation- Chatbots, Credit Unions, & Change Management

Get ready to be blown away by our engaging conversation with Chris Trivers, a seasoned leader in the Banking and Credit Union world, who’s been riding the Salesforce wave for an impressive 15 years. Discover the evolution of digital transformation and Salesforce from his perspective, while he shares lessons learned about the critical role of change management and getting buy-in plays in successful Salesforce implementations. 

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Episode 009: Marketers Lounge – From Customer Engagement to Data Strategies

Episode 009: Marketers Lounge – From Customer Engagement to Data Strategies

Join us for a deep-dive into the world of sales, marketing, and data in the latest episode of our podcast. We have the privilege of hosting Anna Papas, a dynamite sales & marketing executive with over 25 years of experience in the financial services & technology. Anna’s journey is full of intriguing insights – from customer engagement to the power of data. We dissect strategies for personalization, customer demographics, & acquisition mechanics. Anna emphasizes the significance of asking the right questions and delivering value to gain customers’ trust for banks and wealth firms to drive customer action.

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Episode 008: Data Driven Credit Union Transformation

Episode 008: Data Driven Credit Union Transformation

Our latest episode is out and it’s a must-listen! This time, we had an enlightening chat with John Sahagian, the wiz behind BCU’s enterprise data strategy. From overcoming Salesforce implementation hurdles to leveraging data for business growth, John shares his keys to success! His insightful experience in the financial services industry coupled with the story of BCU’s digital transformation journey offers invaluable lessons wherever you are on your Digital Transformation Journey.

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Episode 007: AI Exposed – The Good, The Bad, and The Algorithms!

Episode 007: AI Exposed – The Good, The Bad, and The Algorithms!

In our latest podcast episode, we take a thrilling journey with AI veteran, John Schuller. We examine the inner workings, diverse applications, and future implications of AI. John, an AI and computer vision expert, helps us understand the role of GPUs in AI models and the importance of neural nets in deep learning. We also delve into the world of open-source models and their rapid advancements. John also shares invaluable insights on generating ROI from existing technologies and the risks of going solo in AI build-outs.

This episode is a must-listen for those who want to expand their understanding of AI!

In Quick Takes, we navigate through Salesforce’s new XGen7B LLM, Meta’s Threads platform, and the implications of Salesforce’s price hikes.

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Episode 006: The Slack Factor – Your Productivity Game Changer

Episode 006: The Slack Factor – Your Productivity Game Changer

In this episode, the hosts discuss the transformative power of Slack in business with Daniel Sanchez, co-founder of consulting firm 21b. They delve into how Slack is revolutionizing productivity, workflow, & data management. Daniel discusses the differences between Slack and Microsoft Teams and how Slack GPT could revolutionize how you consume your customer data. Later, on Quick Takes Fred & Dane discuss AI and tracking cameras being used in sports analytics and addresses recent return-to-office trends.

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Episode 005: Rockstar Bankers? Strategies for Relationship Banking at Scale

Episode 005: Rockstar Bankers? Strategies for Relationship Banking at Scale

In this podcast episode, Eric Cook, a banking expert with 15 years of experience, discusses the importance of building strong customer relationships, the rise of ‘rockstar bankers’, and the power of hyper-personalization in creating emotionally-driven marketing messages. Eric shares insights on leveraging AI and Customer Data Platforms (CDPs) to enable hyper-personalization at scale and emphasizes the importance of staying true to oneself when forging meaningful connections with customers.

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Episode 004: Secrets to Salesforce User Adoption

Episode 004: Secrets to Salesforce User Adoption

Imagine transforming a company by replacing 30 legacy systems with one global Salesforce org. The entire effort hinges on driving user adoption of the new platform. Where do you start? How do you ensure that everyone, from the busiest executives to the most tech-savvy employees, embraces this change and quickly adopts the new system? This week, we had the pleasure of chatting with Paul Risk, an expert on driving user adoption in Salesforce implementations, and he shared his wealth of knowledge and insights with us.

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Episode 003: Insights from nSight 2023

Episode 003: Insights from nSight 2023

If you’re feeling FOMO from missing nCino’s nSight 2023 conference, you are not alone! Fred & Dane were not able to make it to this year’s conference, so they invited not one but two blockbuster guests to fill us in on all we missed.

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Episode 002: All Things Summer ’23

Episode 002: All Things Summer ’23

Episode 2 of Banking on Disruption featuring Heather Rhyne-Christensen and Elliott Spence, sharing what they are most excited about in the Summer ‘23 Salesforce release.

Afterward, in our ‘𝘘𝘶𝘪𝘤𝘬 𝘛𝘢𝘬𝘦𝘴’ segment Fred & Dane explore topics including the cost of operating #ChatGPT, the danger in not configuring your #ExperienceCloud Site correctly, and just what it takes for banks to get risk management right.

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Episode 001: Introducing Banking on Disruption

Episode 001: Introducing Banking on Disruption

Fred & Dane introduce each other – interview style. Followed by a brief overview of what listeners can expect from our biweekly podcast. Afterward, in our ‘Quick Takes’ segment Fred & Dane explore topics such as a 4 Day Work Week, how SVB could have turned out differently, the new Salesforce Salesblazer Community, and what to expect at New York World Tour.

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Banking on Disruption comes out every other Thursday. Check out the rest of our show archive.