Q2 Customer Innovation Series
Introducing the Q2 Customer Innovation Series—our evolved webinar series now integrating Q2 User Group meetings.
Join us on the last Friday of each month for expert-led, product-focused demos designed to help your financial institution innovate, grow, and better serve your account holders and communities.
Register for upcoming episodes and watch episodes on demand.
February Episode
Innovation Unlocked: Transforming Small Business
Friday, February 28, 2025 | 11:00 a.m. CT
Can’t make the live episode? Register anyway and we’ll send the episode recording directly to your inbox.
In this episode, we will showcase innovative enhancements designed to empower banks and credit unions with the tools needed to transform business banking for account holders and companies. We will examine a composable dashboard tailored for small business needs, as well as solutions for integrated cash flow insights and seamless digital invoicing.
This episode will dive deep into:
- Composable Dashboard
- Autobooks (Innovation Studio Partner)
- Monit (Innovation Studio Partner)
Hosted by: Ben Cash, Senior Product Manager, Digital Banking Product
March Episode
Revolutionizing Fraud Prevention: Smarter Tools for Financial Institutions
Friday, March 28, 2025 | 11:00 a.m. CT
Can’t make the live episode? Register anyway and we’ll send the episode recording directly to your inbox.
In this episode you’ll discover how Q2 is making identity-centric fraud monitoring a reality, in partnership with Alloy, and how Andi CoPilot, Q2’s virtual advisor, enables Centrix to provide actionable insights to strengthen your financial institution’s fraud prevention and case management efficiently.
This episode will dive deep into:
- Ongoing Fraud Monitoring (Q2+Alloy)
- CentrixDTS™
Hosted by: Tim Kindschuh, Sr. Manager, Product Management
February Episode
Coming soon
Friday, February 28, 2025 | 11:00 a.m. CT
March Episode
Coming soon
Friday, March 28, 2025 | 11:00 a.m. CT
December Episode
Turn 2025 momentum into a 2026 fintech strategy
Friday, December 12, 2025 | 11:00 a.m. CT
Can’t make the live episode? Register anyway and we’ll send the episode recording directly to your inbox.
As financial institutions plan for 2026, the question is not whether to innovate; it is how to focus efforts for the greatest impact. In this special Innovation Series session, we will connect the market shifts that defined 2025 to the fintech strategies that can drive results in the year ahead. We will explore key opportunities, see how FIs are partnering with fintechs to put innovation into practice, and leave with a clear, actionable playbook for what's next.
This episode will dive deep into:
- Market Insights: The biggest fintech and banking trends shaping innovation in 2025 and what they signal for 2026
- Customer Successes: Real examples of banks and credit unions turning innovation into measurable results
- Strategic Opportunities & Building Your Roadmap: Key themes where fintech partnerships are creating value.
- Go-to-Market Playbook: Data-driven programs and adoption playbooks that help FIs move faster and innovate smarter for account holders.
- A Look Ahead: Clear takeaways and next steps for building your 2026 fintech strategy.
Hosted By: Jody McCrary, Principal Product Marketer
Register for upcoming episodes
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"Thanks so much! I'm keeping my eye on this product - we may be looking to replace our existing solution in the future. The webinar was very well done and I'm looking forward to the next one."
Aberdeen Proving Ground Federal Credit Union -
"Great illustrations of products that we have and need to be using more."
Guaranty Bank and Trust Company -
"Thank you Q2 team - as a fellow product manager I loved seeing real demos and real answers to questions! I can't wait to attend more of these."
The Bank of Tampa -
"Not a question...more of a comment. You guys are crushing it. I want all these products. Great job Q2!"
ITASCA Bank & Trust
Q2 Innovation Series On-Demand
Access full on-demand versions of each episode in the Q2 Customer Portal. If you experience any issues logging into the Customer Portal, please contact your customer success team or email q2info@q2.com.
You will need to log in to the Customer Portal first before clicking the link. Ask your company’s portal admin for assistance with your login, as needed.
Q2 Innovation Series On-Demand
We’ve organized each monthly episode by product. This makes it easier for you to view the demos and listen to the questions and answers related to each specific product. You can also find the full episode recordings in the Q2 Customer Portal. If you have any problems accessing the videos reach out to your customer success team or q2info@q2.com.
Additional episodes will be added soon.
Digital banking
- Q2 Add Account
- Advisory Services
- Q2 ClickSWITCH
- Composable Dashboard
- CPFM
- Q2 Experience Builder
- Q2 Getting Started
- Q2 Goals
- Inbound SSO in SDK
- Q2 Treasury Fulfillment
JANUARY 24 EPISODE
Q2 Add Account
Empower current business and consumer account holders to quickly open more accounts while promoting loyalty-building services that support their financial growth with Q2 Add Account.
FEBRUARY 25 EPISODE
Advisory Services for Small Business
Our Advisory experts provide consulting, strategic planning, and go-to-market programs to help you define and differentiate your value proposition, plan your digital roadmap, and deepen relationships with your most valuable account holders.
November 24 Episode
Q2 ClickSWITCH
Automate the process for switching direct deposits and recurring payments while leveraging a user-friendly admin portal to track activity and monitor conversions.
JANUARY 24 EPISODE
Composable Dashboard for Small Business
With high flexibility, simple tools, and an intuitive interface, Composable Dashboard provides personalization. We’ve made it easy to differentiate your institution and highlight services that keep your customers engaged and grow your brand.
August 24 Episode
Contextual Personal Financial Management (CPFM)
Q2 Contextual Personal Financial Management (CPFM) can be part of your account holders’ digital banking experiences, allowing them to track spending, understand their cash flow, and budget more effectively through data visualizations.
January 25 Episode
Q2 Experience Builder
Experience Builder allows you to create a distinctive digital experience within the Q2 platform, showcasing your brand in a way that differentiates you from competitors.
JANUARY 24 EPISODE
Q2 Getting Started
Equip account holders with a comprehensive, curated set of tasks and relevant offers—like new card setup and direct deposit switching—that grow the relationship and emphasize winning the first deposit with Q2 Getting Started.
August 24 Episode
Q2 Goals
With Q2 Goals, account holders can easily set up a savings goal with visibility into their activity and progress anywhere, anytime.
December 24 Episode
Inbound SSO in SDK
Q2 built our platform to be open for our customers to take advantage of its power, speed, and flexibility to innovate rapidly. Personalize the platform and deliver more experiences with your own customizations.
JANUARY 24 EPISODE
Q2 Treasury Fulfillment
Unlock productivity, enhance customer experience, and drive revenue faster with Q2 Treasury Fulfillment.
Fraud & security
- Alloy Ongoing
- CentrixDTS™
- CentrixPIQS™
- Q2 Patrol & Q2 Sentinel
March 25 Episode
Alloy Ongoing Fraud Monitoring
Q2's ongoing fraud monitoring, powered by Alloy’s centralized identity decision engine for fraud detection and prevention, addresses the growing need for financial institutions to take control of their fraud monitoring efforts while maintaining an engaging user experience and growing their business.
March 25 Episode
CentrixDTS™
With Centrix Dispute Tracking System (DTS), you can automate card disputes for account holders and staff alike.
October Episode
CentrixPIQS™
Achieve better protection against fraud and mistakes while attaining back-office efficiencies with CentrixPIQS™ and its automated ACH management and compliance.
March 25 Episode
Q2 Patrol & Q2 Sentinel
Q2 Patrol ensures that you have access to the best access control software designed to detect anomalies and prevent unauthorized individuals from accessing your digital banking systems. Q2 Sentinel's fraud detection and analytics software utilizes machine learning, endpoint interrogation, and other advanced security technologies to monitor user behavior on our digital banking platform. This proactive approach helps prevent fraudulent activities from negatively impacting our banks and credit unions.
Pricing & profitability
- Q2 Small Business Package
- Q2 Premium Treasury Pricing
September 24 Episode
Q2 Small Business Package
With the Q2 Small Business Package, you can ensure profitable pricing, easily update and maintain your rate sheets, price loans directly within your Salesforce platform, and enhance your SMB pricing experience.
February 24 Episode
Q2 Premium Treasury Pricing
Q2 Premium Treasury Pricing empowers your deal team to deliver contextual deal coaching, recognize the true value of relationships, enhance collaboration and referrals, and simplify the pricing process.
Data & AI
- Q2 Discover
- Dynamic Personalization
- Q2 SMART
June 24 Episode
Q2 Discover
Data-driven decisions are informed decisions. Q2 Discover allows you to take action on data insights to provide a rich account holder experience with relevant banking suggestions.
June 24 Episode
Dynamic Personalization
Give account holders highly tailored experiences—such as personalized homepages—that automatically evolve with them. No extra configuration needed.
June 24 Episode
Q2 SMART™
Gain insights from your data to understand account holder journeys, predict their needs, and offer solutions precisely when they’re needed. This is all possible with Q2 SMART.
Partnerships
- Autobooks
- BioCatch
- Changed
- Cloud Auto Check Issues
- Entersekt
- MANTL
- Monit
- Prelim
- upSWOT
February 25 Episode
Autobooks
Empower businesses and non-profits to send digital invoices and accept online and in-app payments directly from your Q2 digital banking channels.
October 24 Episode
BioCatch
BioCatch generates advanced behavioral insights to provide you with the continuous, real-time visibility you need to detect more fraud, increase trust, and improve customer experience in your digital channels.
August 24 Episode
Changed
Our proven approach to debt management delivers desirable client relationships and unique insights into your borrowers’ financial journeys. We help borrowers achieve financial credibility while delivering attractive, long-term relationships to our FI partners.
September 24 Episdoe
Cloud Auto Check Issues
Cloud Auto Check Issues enhances your Positive Pay service by fully automating the check issue file from your customer's accounting system so you can onboard them easily and cost effectively.
December 24 Episode
Entersekt
Entersekt delivers best in class account take over and fraud prevention with optimal user experiences. Our native integration with Q2 allows you to modernize your authentication with our turn-key solution quicker than any other vendor.
November 24 Episode
MANTL
With MANTL Deposit Origination, consumers and businesses can open an account in minutes. The platform mitigates fraud and meets regulatory requirements without compromising customer experience. Information flows seamlessly between your website, app, call center and branches to improve operational efficiency and maximize deposit growth.
February 25 Episode
Monit
Win more low-cost deposits & non interest fee revenue for your business banking portfolio.
November 24 Episode
Prelim
Prelim's flexible open architecture solution delivers a superior customer experience by automating the application process and internal operations such as reviewing, processing, underwriting, and servicing. From onboarding deposit customers to provisioning treasury services and originating select credit products, Prelim’s mission is to provide a single platform to power the next generation of banking.
September 24 Episode
upSWOT
upSWOT is a financial data platform that allows businesses to integrate data from more than 100 popular SaaS applications, such as QuickBooks, Xero, Salesforce, and Stripe, through API connections. It offers embedded finance widgets that provide actionable insights, helping financial institutions and their business customers make data-driven decisions to enhance productivity.