All Episodes
The Purposeful Banker — 362 episodes
More Than Another AI Conversation
Why Discipline, Not Momentum, Drives Better Bank Performance
Bank M&A Beyond the Balance Sheet
What Bank Leaders Need to Know About Stablecoins
The Math That Breaks Bank Silos
What Digital Dollars Mean for Treasury and Payments
Will 2026 Be the Year of Intention? 2026 State of Commercial Banking Preview
Showcasing Liquidity's Role: 2026 State of Commercial Banking Preview
Can You Fight Fraud and Improve Customer Experience at the Same Time?
What High-Performing Banks Dare to Do Differently
Art, Algorithms, and the Future of AI in Banking
Inside Gen Z: A Fintech Playbook That Works
What Is Fraud Intelligence?
Inside Gen Z: The Story Behind the Numbers
Inside Gen Z: Lessons in Loyalty
Take the Emotion Out of Relationship Management
Unclogging the Bottleneck of Treasury Onboarding
Insights From SMBs on the Digital Experience They Need
How AI Beat the Bad Guys
From Pain to Profit: Fixing Treasury Repricing at the Source
Give Small Businesses the Reasons to Choose You
Secrets to Keeping Corporate Clients Happy
Are You Leaving FX Money on the Table?
Fighting Account Takeover and Email Compromise in Business Banking
Four Steps for Small Business Success, Part 2
Writing the Recipe for Instant Payments
Tech, Touch, and Trust in Commercial Banking
Four Steps for Small Business Success: Part 1
The State of Fraud in Banking
Webinar Sneak Peek: Fraud Orchestration With Datos Insights
Business Banking Is Relationship Gold for Credit Unions
Making the Case for Positive Pay
2025 State of Commercial Banking Preview
Creativity Is Your North Star
From Submarines to Banking: Navigating Technological Paradigm Shifts
Small Business: Fragmentation, Segmentation, and Beyond Business
One Credit Union's Contrarian Approach to Commercial Banking
The Business Time Machine
So Let's Talk About Fraud
Battling Business Nihilism
Win Where You Want to Win With SMBs
It Started With a Dream
ERP Integration: A Complicated Necessity
Balancing AI With Security and Compliance
Beyond the Hype: The Real Implications of GenAI on Banking
Marketing Magic and the New Meaning of Engagement
View From the C Suite: Perspectives on Deposit Growth, Fraud, and Talent Management
At the Intersection of Treasury and Technology
Welcome Back, Dallas Wells
Instant Payments Are Here: Now What?
The Banking Industry From a Reporter's View
The Quest for Deposits: What's Working Now and What Will Work Eventually
Constant Leadership for Changing Times
An Industry in Transition: Chatting with Leda Glyptis
In the Headlines: Earnings, AI, and Basel
2024 State of Commercial Banking Preview
Regulatory Ripples: Basel III in 2024
Digital Designed for Growth
How Can AI Deliver Real Value for Banking?
Fall Market Check-In
The Beauty You Don't Get From Beast Mode
The Case for Adaptability in Banking
A Unique (Deposit) Refinance Opportunity
SMB: This Time, It's Personal
How to Be a Tech Budget Champion
Making Difficult Choices During Budget Season
State of Commercial Banking Mid-Year Update
The Meteoric Rise of ChatGPT and the Future of AI
AI: Everything Everywhere All at Once
A Chat With Neil Stanley About Deposits
Sleepy Money No More
The Skinny on the New Instant Payments Rails
Breaking Barriers in Banking
Market Update Amid the New Banking Crisis
Bank Stress and Uncertainty in the Digital Age
A Discussion That Was Ahead of Its Time
Guarding and Growing Deposits
A Message That Was Ahead of Its Time
2023 State of Commercial Banking Preview
Building a Strong Team for the Future
Doing Digital: A Modern Bank's Guide to Thrive
The Age of Volatility
Preparing Today to Brace for Tomorrow
Catching Up With Dallas Wells
Striking a Balance Between Hurry Up and Wait
Good News, Bad News: Protecting Your Bank Against Bad Actors
Spotlight: How Texas Security Bank Uses Purpose to Take On Goliath
Why It's Time to Double Down on Relationship Banking
Finally! Interest Rate Effects Start to Take Shape
Episode Rewind: Bank Strategies for the Next Recession
BankOnPurpose: Looking Back and Moving Forward
RM Tips: Structuring Deals in a Down Economy
Bear Market Breakdown
What Are SMBs Saying About Their FIs?
Rate Hikes Are Here - What's Next?
Part Two: Winning With SMBs Is About More Than Just Technology
Winning With SMBs Is About More Than Just Technology
What a Long Strange Trip ...
Time to Talk Interest Rates
SMB Lending: What The Economist's Survey Says
State of Commercial Banking 2022: Sneak Preview
A Look Back at Commercial Pricing in 2021
A Commercial Banking Retirement Wave ... or Tsunami?
Introducing YieldBuilder and the BCG/Q2 Partnership
What Does the Data Tell Us About Primacy?
Spreadsheet Shortcoming at Your Bank
When Metrics Go Awry in Commercial Banking
What's Driving the Recent Flurry of Regional Bank M&A?
Why Pirates and Dull Knives Matter in Commercial Banking
Can Your Commercial Bank "Get" the Price It "Sets"?
Anxieties and Opportunities in Commercial Banking
Commercial Deal Collaboration: The Treasury Perspective
Is True Commercial Deal Collaboration Possible?
Connecting the Commercial Banking Tech Stack
What Does "Primacy" Mean for Commercial Banks?
The Case for Booking Low-Margin Loans
The Crucial Final Cross-Sell Step
Merger Concerns and Loosening Credit Standards
What Does "Relationship Banking" Really Mean?
How the Commercial Loan Market Fared in Q1
Yep, It's Time to Talk About LIBOR ... Again
Does Anyone Want Deposits Anymore?
2021 Commercial Market Survey: What Do Bankers REALLY Think?
Is Commercial Loan Growth in 2021?
Introducing the PrecisionLender Insights Suite!
The Return of PPP (And What That Means for Banks)
Previewing the State of Commercial Banking Webinar
Commercial Banking Revenue Tips for 2021
The Push to Be the Primary Bank
How Are Commercial Banks Faring in the Pandemic?
Greenwich Associates' Chris McDonnell on Commercial Customer Loyalty in 2020
Talking Cash Management Tech & Cross-Selling With Aite Group's Christine Barry
Key Takeaways from Bank Director's 2020 Tech Survey
Demand-Side Commercial Banking Sales, with Bob Moesta
Why Doesn't Wall Street Believe in Banks?
Banking Budget Challenges During COVID
Commercial Banking's Looming LIBOR Problem
How Banks Are Tackling Hotel Industry Risk
Is CECL Really "A Joke"?
What Our Risk Research Shows
Do Your Bank's Risk Ratings Help or Hinder?
Have Commercial Banks Reached a Digital Tipping Points?
What's Next for Commercial Bankers?
Rogue RMs: Straw Men or Legitimate Concern?
Financial Crisis First-Timers & Tough Workout Conversations
Are Banks Taking a High-Risk Approach to Risk Mitigation?
How the COVID Crisis Is Impacting Banking M&A
Main Street Lending Is Starting! ... Now What?
Questions Banks Still Need to Consider During COVID-19
Sobering Data and the Importance of Main Street Lending
Main Street Lending: What Your Bank Needs to Know
Introducing the PrecisionLender CARES Edition
Commercial Line of Credit Usage: What the Data Says So Far
Recent Trends With Commercial Deposits, April 6
What We're Seeing In The Commercial Lending Market, 3/26
Friendly Advice for Bankers Facing an Uncertain Market
Jim Stengel Talks Purpose & Performance at Banks
Diving Deeper on Accenture's Commercial Banking Trends
Time to Truly Do Digital: Interview w/ Sam Maule of 11:FS
Introducing: Market Insights
A Sneak Peek At the State of Commercial Banking Webinar
Recession Prep Survey - What Commercial Bankers REALLY Think
Finding the Bank's Purpose: Atlantic Capital Bank
Hot Topics at Small Biz: Banking 2019
Commercial Banking's Revenue Problem
What Banks Are Saying About Tech Spending
The Regional Bank Goldilocks Challenge
What's In a (Bank) Name?
The Yield Curve Conundrum
The Story of Beal Bank: Why It Still Resonates
Bank Strategies for the Next Recession
What's Happening With Commercial Deposits
Key Results from Our Commercial Pricing Market Survey
What You Need to Know About Libor and SOFR
What Poker Pro Annie Duke Can Teach Bankers
Winning Tactics of Top RMs: Scaling Best Behaviors
Riches in the Niches: The Case for Commercial RM Specialization
Interview with 11:FS Bank Innovator Leda Glyptis
Rethinking How to Price Commercial Renewals
What Bankers Should Do When Clients Test Them On Price
The Fierce Battle for Deposits - Who's Winning and Why
Lessons from a Cautionary Small Bank Tale
Onboarding Tales: Lessons for Banks Bringing on New Customers
Winning Tactics of Top RMs: Performance-Based Pricing
The Pain of Selling New Bank Products
Why Your Bank's CRM Project Is Failing
How Does Your Commercial Bank Coach?
2018's Top Episode: Winning Tactics of the Best RMs
Hot Topics from Small Biz: Banking Conference
Hot Topics from Small Biz: Banking Conference
6 Lessons Banks Can Learn From NBKC
Uberizing Deposit Pricing
What's Driving Value at Banks?
Lasting Impressions From the BankAI Conference
Critical Conversations Bank Boards Are Having
What a 1968 Computer Demo Can Teach Bankers
Why Is Your Bank Innovating?
Rethinking What Commercial Banks Measure
Will a Bank's AI Produce an ROI? 6 Questions to Ask
Winning Tactics of the Top Commercial RMs, Part 2
Talent Challenges in Commercial Banking
The Tech Spending Gap in Commercial Banking
The Winning Tactics of Top Commercial RMs, Part 1
Aligning Your Bankers' Self-Interests
3 Traits of Innovative Commercial Banks
Is Your Commercial Bank Too Satisfied for Digital Transformation?
Talking Swaps Stats With Chatham Financial
The Default Settings That Can Help Your Commercial Bank
Is Your Bank Ready For CECL?
Rates are Rising! So What Should Your Commercial Bank Do?
Improving Pull-Through Rates With Better Tactics and Better Tech
What's Your Reason for Sticking With Old Banking Technology?
For Commercial Banks, Complacency Is Not An Option
Lessons Learned From Innovation Projects Gone Awry
Why Don't Customers Trust Their Banks?
Is Your Bank on a CRE Treadmill?
Pricing with Prime vs. Pricing with LIBOR
Commercial Banks: Set Your Strategy, Target Your Customers, Then Execute
Repricing and Refinancing a Lucrative Deal
Laggards Lose in Today's Banking Landscape
Using Service Design to Wow and Win Customers
How Will The Tax Cuts Affect Your Bank?
Is A Performance Plan In Your Future? (REBROADCAST)
How To Avoid Originating A Bad Loan (REBROADCAST)
Attracting and Building A Rock-Solid Team
Group Brainstorms At Your Bank? Bad Idea.
Banking Needs Personalization at Scale
Current Pricing Struggles For Banks
Becoming an Accountable Leader
Banks at the Purpose Crossroads
Training vs. Coaching Your Relationship Managers
Simple Can Still Be Powerful
Focus on Customers, Not Competition
Get Great RMs, Keep Great RMs
Lessons Learned From Over 50 Mergers and Acquisitions
What Does Automation Mean For Banking Jobs?
Let's Get Back to Cross-Selling!
Let's Talk Time to Close
What's an Ecosystem and Why's Everyone Talking About It?
Artificial Intelligence - The New Digital Divide (Part I) [REBROADCAST]
When Bain Talks Pricing, People Listen
Stop Pricing With a Tourniquet
We Need API's!... Um, What's an API?
Get Busy Buyin' or Get Busy Dyin'
Is A Performance Plan in Your Future?
The Kind of AI That Actually Matters At Your Bank
Before You Buy, What's Your Value Prop?
Designing for Humans, Not Averages (REBROADCAST)
Your Search For A Book on Commercial Banking Is Over
Becoming A Leader In The Workplace
How to Avoid Originating a Bad Loan
Common Misconceptions About the Cloud
UX Is Not My Job
The Purposeful Banker Awards - Up & Comer Award
The Purposeful Banker Awards - Trophy Deal of the Year
Buying Bank Tech - Why FOMO Is Real
3 Customer Support Trends of 2017
The Power of Positive Peer Pressure in Banking
Banks Should Partner with Tech, Not Just Fintech
5 Misconceptions About AI in Commercial Banks
The Best Way to Predict the Future Is to Create It
7 Deadly Sins of Pricing
How to Attract the Best Talent to Your Bank
Building a Successful Sales Process
How to Leverage Data at Your Bank
What's Your Bank's Backup Plan?
Trust-Based Selling: Becoming a Resource Manager
How Should Banks Handle a Vendor Risk Assessment?
Love Your Data
Meet Andi
Designing for Humans, Not Averages
Earn It - Chapter 12
Introducing The Purposeful Banker Awards
Buying vs. Building Technology
Artificial Intelligence: The New Digital Divide - Part 2
Artificial Intelligence: The New Digital Divide - Part 1
How to Measure Lender Performance
Earn It - Chapter 11
How Would Disney Run a Bank?
Earn It - Chapter 10
Trust & Transparency
No One Wants a Loan
Sing It, Aretha!
The Dos and Don'ts of Implemention
Earn It - Chapter 9
Aligning Purpose with Strategy in Banking
Machine Learning in Banking
The Other Side of Efficiency
Earn It - Chapter 8
The Psychology of Pricing
Your Bank Needs a Minimum Viable Process
The Goldilocks Approach to Buying Bank Technology
The Deals You Don't Do
Earn It: Chapter 7
Haggling Over Deal Terms
Are You the Bank of Last Resort?
Preparing for M&A
Earn It: Chapter 6
Asking Better Questions
Investing in Innovation
Building Customer Loyalty
Manager's Schedule vs. Maker's Schedule
The Earn It Podcast: Chapter 5
Book Review: The Challenger Sale
Nothing Ventured, Nothing Gained
APIs Come to Banking
The Earn It Podcast - Chapter 4
Bank Acquisitions: What Would Warren Buffet Do?
BankOnPurpose Recap
A to Zipf
You Can't Drive Forward by Looking in the Rear View Mirror
The Earn It Book - Chapters 2 & 3
Customer Success for Bankers
Enterprise Risk Management for Banks
What does the $10 billion asset barrier mean for banks?
Introducing The Purposeful Banker
How to find and keep star employees
Navigating Internal Politics at Your Bank
The 4 Secrets of More Successful Lender-Borrower Conversations
Things I Wish I Knew My First Year of Commercial Banking
Turning Feedback Into Features
Aligning ALCO with Loan Pricing
The Operational Side of Lending
In Commercial Bank Lending, Hope is Not a Strategy
Why You Need To Put The Big Rocks in First
Price Setting vs Price Getting
How To Make Lenders Happy
Seven Steps to Strengthen Your Vendor Management Process
Your IT department will love you if...
The Scientific Method for Banks
What Bankers Can Learn From Non-Banks
Bank on Purpose conference
Getting Comfortable with Salesforce and Data Clouds
Social Listening for Bankers - Your Brand is Not Your Own Anymore
Managing a Lending Team
How to maximize your day: Efficiency tips
How to Make the Most of Conferences
Implementing Salesforce in a Bank: The Good, the Bad, and the Ugly (Part 1)
Elevating Your Customers, Elevates Your Business
Pricing is a game of inches
3 Roadblocks to Better Pricing
The Mad Men of Banking
What is SaaS and why should banks care?
Aligning Pricing Tactics with Your Bank's Overall Strategy
Managing a Pipeline
Building Stronger Relationships
Integrating Pricing with Your CRM System
What $11 Billion/Month Tells Us
Interest Rate Swaps
Where do you fit in?
Relationship Pricing Best Practices
Your Lenders Are Your Quarterbacks
SBA Loans - The Good, The Bad & The Ugly
Is this the start of rising interest rates?
Growing Loans in a Small Market
The Case for a Chief Pricing Officer at Your Bank
The Difference Between Thoroughbreds and Donkeys
Is Social Media Worth the Effort?
You Should Be Using Your Existing Banking Data to Get Better Results
Fighter Pilots, Used Car Salesmen, Empathy and Asking Why
Being a Young Commercial Lender in a Leadership Position and Getting Others to Follow
What's Going to Change on Monday Morning?