Relationship Matters Series

Expert therapy for better consumer banking relationships

Session 3: Candid Conversations With 11 Industry Leaders

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Sam-Kilmer

Featuring

Sam Kilmer

Managing Director, Cornerstone Advisors
Creator and Founder, Fintech Hustle + Contributor, Gonzo Banker

In our third session, Sam Kilmer interviews leaders from innovative financial institutions and fintechs live from Q2 CONNECT 24.

  • 4front
  • agent iq
  • apple-bank
  • autobooks
  • Canandaigua
  • community-choice
  • forbright
  • onpoint-ccu
  • pulsate
  • trabian
  • umpqua

Episode 1

What Differentiated Digital Experiences Look Like

Jennifer Altimore-Hubbard, digital manager at Community Choice Credit Union, discusses what her financial institution is doing to compete against the large banks.

Newly released episodes

Episode 2

Umpqua Bank: Community Bank, at Scale

Casey Reynders, SVP, Consumer Product Strategies

Episode 3

Pulsate: Building Relationships One Micro-engagement at a Time

Sarah Martin, CEO

Episode 4

OnPoint Community Credit Union: Community Relationships Always Matter

Paige Rishel, Director, Digital Product and Experience 

Episode 5

Autobooks: Getting Back to Service and Delight

Derik Sutton, CMO

Episode 6

Forbright Bank: Banking on a Mission

Matt Quale, President

Episode 7

4Front Credit Union: Leading Through Digital Innovation

Dani Burch, eServices Manager

Upcoming episodes

Trabian: Turning Ideas Into Digital Banking Experience

September 25 | Matt Dean, CEO

Apple Bank: A is for Anticipating Needs

September 25 | Linda Ward, EVP, Digital & Brand Strategy Officer

Agent IQ: The Personal Relationship Journey

October 2 | Soren Bested, COO

Canandaigua: Simplifying Every Transaction

October 2 | Glen Colliss, VP, Product Manager, Digital Services

View previous sessions now

Session 1

Acquiring Deposits and Winning Relationships

Cornerstone Advisors Managing Director Sam Kilmer interviews leaders at two very different financial institutions about one goal: growing deposits. He’s diving into the deposits long game and some winning plays. 

Session 2

Hype or Hope: The 2024 Retail Banking Trends Faceoff

Jim Marous, co-publisher of The Financial Brand, and Ron Shevlin, chief research officer of Cornerstone Advisors, separate the hopeful from the hype(ful) in a candid discussion of 2024’s top trends, and their effects on consumer relationships.