A special Podcast Series with Jim Marous
The Experience Factor
How top financial institutions optimize consumer banking relationships and performance
Q2 has partnered with banking expert Jim Marous, host of the Banking Transformed podcast, for a five-episode series exploring why account holder experiences may be the single biggest factor in consumer banking success.
Hear Directly From Banking Peers and Industry Experts
In conversations with financial institution and industry leaders, we’ll get to the heart of what it takes to deliver experiences that build enduring relationships, drive long-term growth, increase value. See available episodes below with more releasing bi-weekly.
Jim Marous
Co-Publisher at The Financial Brand
Episode 1
The Case for Personal Experiences
Jaime Dominguez
Principal Product Marketer, Q2
Jim Marous and Q2 Principal Product Marketer Jaime Dominguez dig into research from The Harris Poll, which indicates strong, cross-generational demand for personalized banking experiences.
According to the research, consumers of all ages say they trust banks and credit unions to use their data and AI to improve experiences. Jim and Jaime explore how you can turn the strong demand into big opportunity.
Episode 2
Innovation for the Win
David Sant
Chief Strategy Officer, Cyprus Credit Union
Anthony Ianniciello
Vice President of Product Management, Q2
Account holders want more relevant banking experiences. But in a digital world, how do you get to know people you’ve never met, then curate and deliver what they want?
In this episode, Cyprus Credit Union Chief Strategy Officer David Sant and Anthony Ianniciello, Q2’s vice president of product management, talk real-world execution. David will share Cyprus Credit Union’s strategy, challenges, and the results of accelerated digital innovation—even without internal development resources.
Episode 3
The Power of Partnership
Deena Otto
SVP and Chief Operating Officer, Stanford Federal Credit Union
Dan Collins
Director of Digital Development, Visions Federal Credit Union
Today’s trailblazing fintechs have raised the bar (and expectations) for consumer experiences.
To successfully compete, banks and credit unions can’t go it alone. It takes partnerships and tools that provide innovation options aligned with your strategic goals. Hear how Stanford Federal Credit Union and Visions Federal Credit Union are accelerating innovation to deliver personalization that’s driving measurable results.
Episode 4
Choose Your Path
Ahon Sarkar
GM, Helix by Q2
One-size-fits-all banking doesn’t serve your account holders. And there isn't just one best approach to meet every financial institution’s specific goals either.
In Episode 4, Q2’s Ahon Sarkar talks to Jim Marous about the varied paths and solutions for financial institutions to address today’s (and tomorrow’s) market and technology challenges—deposit attrition, slow growth, legacy technology constraints, non-bank competitors, and more. They’ll discuss strategies ranging from launching new digital brands to Banking as a Service (BaaS) partnerships.
Episode 5
Preparing for What’s Ahead
Mark Sievewright
Founder and CEO, Sievewright & Associates
In the 2024 Retail Banking Trends and Priorities Report, improving the digital experience was Priority 1 for most of the 250 financial services executives surveyed.
In this final episode, Jim Marous will provide a preview of the 2025 report and findings. He’ll join longtime credit union strategy expert Mark Sievewright for a lively discussion on how trends, politics, market conditions, and technology will affect how banks and credit unions operate and serve account holders in 2025 and beyond.
Q2 Engage White Paper
Building Lifetime Relationships with Dynamic Personal Experiences
Learn how dynamic personal experiences transform consumer banking from commodity to differentiator.
