What It Means To Be a Modern Bank

Episode 10 of the Expert Insights podcast, hosted by Total Expert, titled "What It Means To Be a Modern Bank" was published on August 25, 2022 and runs 20 minutes.

August 25, 2022 ·20m · Expert Insights

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Summary

Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, stops by Expert Insights to talk with host Joe Welu about how Evolve is modernizing its business. During the conversation the two discuss the bank's incredible retention rates, staying relevant in the current financial climate, and making data-driven decisions. Key Takeaways: [01:58] Background on Evolve Bank and Trust[03:28] Lance's story and secret to success[05:56] Sales and retention at Evolve Bank and Trust[07:...

Episode Description

Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, stops by Expert Insights to talk with host Joe Welu about how Evolve is modernizing its business. During the conversation the two discuss the bank's incredible retention rates, staying relevant in the current financial climate, and making data-driven decisions.

Key Takeaways:

[01:58] Background on Evolve Bank and Trust
[03:28] Lance's story and secret to success
[05:56] Sales and retention at Evolve Bank and Trust
[07:26] Serving your people and the customer
[09:20] On being data-driven and discussing best practices
[11:23] What it means to be a modern bank, and Evolve's vision for the next decade
[14:15] Stay relevant to stay alive
[17:16] Lance's thoughts on the current market cycle

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