Q2 Customer Innovation Series
2025 On-Demand
Watch previous episodes on demand when you’re free. Jump to specific sections and download presentations and related resources.
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
January Episode
Personalizing Digital Banking: Empowering Financial Services - Part 1
In this episode, we will demonstrate Q2 Experience Builder features that allow you to create a distinctive digital experience within the Q2 platform, showcasing your brand in a way that differentiates you from competitors.
This episode will cover the following areas of Q2 Experience Builder and more:
- Text
- Navigation
- Themes
- Composable Dashboard Editor
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:
- Small Business Advisory Services
- Composable Dashboard
- Autobooks (Innovation Studio Partner)
- Monit (Innovation Studio Partner)
March Episode
Revolutionizing Fraud Prevention: Smarter Tools for Financial Institutions
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:
- CentrixDTS™
- Q2 Patrol
- Q2 Sentinel
- Ongoing Fraud Monitoring (Q2+Alloy On Going)
In this episode, we'll explore how you can automate treasury onboarding, enhance pricing strategies and drive higher ROE, and deliver immersive demos to help you win commercial clients.
This episode will dive deep into:
- Interactive Test Drive
- Premium Treasury Pricing
- Treasury Fulfillment
In this episode, we explore how pre-integrated account opening solutions are assisting financial institutions in delivering seamless, omni-channel origination experiences. From digital to in-branch, consumer to business, these partners make it faster and easier to launch modern account opening — driving account holder acquisition and deposit growth while saving time and reducing costs.
This episode will dive deep into:
- WithClutch
- Amount
- Prelim
Behind every great digital banking experience is an efficient team making it all happen. In this session, we'll explore how you can help your back-office teams move faster, reduce dependencies on IT, and make smarter decisions.
This episode will dive deep into:
- Q2 Console: Digital Banking Data Visualization
- Experience Builder: Composable Dashboard Theming
- Data Studio (EVE in Snowflake)
In this episode, we’ll provide an overview of Q2's AI-driven innovations and upcoming developments across our product suite. We’ll then deep dive into specific use cases showcasing how Q2’s intelligent assistant, Andi, leverages custom AI to deliver relevant help, streamline workflows, and enhance institutional support.
This episode will dive deep into:
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Premium Treasury Documatch skill: Helps back-office employees save time by eliminating manual mapping and data entry.
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Andi in Q2 PrecisionLender: Provides real-time insights and automates complex calculations to enhance decision-making efficiency for lending teams.
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Andi in CentrixDTS™: Streamlines document management and improves the accuracy of transaction monitoring, saving time and reducing human error in back-office operations.
In this episode, we explore how financial institutions can better serve small businesses by going beyond traditional banking. Today’s business owners need modern, integrated tools to simplify operations and support growth. Learn how Q2 and our Innovation Studio partners help banks and credit unions deliver the digital solutions small businesses want. Discover how you can stand out, build stronger relationships, and become a trusted partner to your small business customers in an increasingly competitive market.
This episode will dive deep into:
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Monit & Bank of Tennessee Success Story: Deepen client relationships with banker-facing insights and an embedded "Digital CFO" for SMBs
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PayRecs: Simplifies international and foreign exchange payments for SMBs.
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Merchant's PACT (APPvantage): Capture SMB market share through embedded merchants processing sign-up experiences.
In this episode, we’ll explore how your financial institution can modernize commercial payments to meet the evolving expectations of business clients. Discover how Q2 is delivering powerful, flexible, and connected solutions that elevate the payment experience and position your institution for long-term growth in the commercial space.
This episode will dive deep into:
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Direct Data Services: Unlock richer data flows between digital banking and back-office systems
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Instant Payments Manager: Enable faster payments with control, visibility, and a path to new revenue
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ACH and wire enhancements: Deliver enhanced efficiency and ease for your commercial users
October (Halloween) Episode
Smarter Banking Journeys: From First Deposit to Account Expansion
In this episode, you'll discover Q2 solutions that help financial institutions grow deposits, deepen engagement, and simplify account expansion through seamless customer-centric experiences.
This episode will dive deep into:
- ClickSWITCH
- Getting Started
- Add Account
Fraud is evolving, and so is Q2. Enabling you with smarter, more connected solutions to stay ahead. In this episode, we’ll showcase how Q2’s Fraud Intelligence framework helps you eliminate guesswork, empower account holders through self-service, and stop fraud in real time. Discover how Q2's products are adapting to regulatory changes, improving the customer experience, and building resilience against the next wave of fraud.
This episode will dive deep into:
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Centrix PIQS Anomaly Detection: Eliminate the guesswork from ACH monitoring and stay ahead of Nacha 2026 rules changes.
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Centrix DTS Digital Banking Integration & Email Letters: Enable self-service disputes through digital banking and automated email letters that streamline dispute communications.
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Our vision for Q2 Fraud Intelligence and the evolving ecosystem of partners driving an identity-centric, real-time, data-driven approach for fraud management.
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.
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.
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