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The Purposeful Banker

The Purposeful Banker podcast is for bankers who have to compete in the commercial lending world. Every podcast will contain information that will arm you with ways to win more deals and strengthen relationships.
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The Purposeful Banker
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Mar 27, 2020

To keep you up to date on what's happening in the commercial lending market, we review PrecisionLender's data on several key metrics - NIM, volume, spreads, etc. 

Mar 23, 2020

In this episode, we look at how today's market compares to banking during the last financial crisis. We also discuss how bankers should carefully approach sales conversations, as well as ways banks support for their employees. 

Mar 10, 2020

In this episode, we talk with Jim Stengel, about how banks that spend time focusing on their purpose and end up seeing the results in improved performance. Jim is the former Global Marketing Officer at P&G turned company founder, best-selling author, and podcast host. He will also be speaking at BankOnPurpose this year.

Feb 24, 2020

We take a deeper look at Accenture's recent report on 2020 commercial banking trends - from empowered bankers, to moving way from legacy systems, and more. Which trends are the most important and how should your bank respond? 

Feb 10, 2020

Interview with Sam Maule, Managing Partner for America at the digital banking consultancy 11:FS. Sam will be delivering a keynote speech at BankOnPurpose this May, titled "Doing Digital: A Modern Bank's Guide to Thrive."  

Jan 27, 2020

Tim Shanahan, Head of Client Strategy, comes on the show to talk about PrecisionLender's newest product - Market Insights. What's the problem Market Insights solves and how does it solve it? Tim has the answers!

Jan 13, 2020

Gita Thollesson, PrecisionLender's SVP of Market Insights, joins the podcast to give a sneak peek at a few of the findings she'll share in her upcoming State of Commercial Banking webinar. 

Dec 30, 2019

We surveyed commercial bankers in Q4 to get their thoughts about a potential economic downturn. In this episode, we look at the survey results and Dallas Wells interprets what bankers are REALLY saying. 

Dec 16, 2019

Atlantic Capital Bank CEO Doug Williams shares the story of his bank, its search for purpose, and how that lead to a better bottom line. 

Dec 2, 2019

Dallas Wells returns from American Banker's Small Biz: Banking conference and shares his thoughts on the hottest topics of discussion among bankers at the event. 

Nov 18, 2019

Greg Demas joins the podcast to talk about what he's hearing from community and regional banks and where he sees potential for improvement - specifically why they should focus more on revenue growth and less on expense reduction. 

Nov 4, 2019

Taking a look at Bank Director's 2019 Tech Survey and what it says about commercial bank strategic priorities and spending habits. 

Oct 21, 2019

What are the challenges regional banks currently face as they strive to become the Goldilocks solution for commercial clients: Not too small; not too big; just right?  

Oct 7, 2019

How much do bank names matter? What prompts them to sometimes make a name change? And why are so many bank names so ... similar? All that and more on this episode! 

Sep 23, 2019

What to about the inverted yield curve? Dallas Wells explains how bankers should adjust to this tricky environment and how their banks can help them make sound long-term decisions about each customer and each deal.

Sep 9, 2019

We discuss Beal Bank, an unusual bank with an interesting story. It's one that should resonate with banks that are wondering if they’re prepared for a potential downturn.

Aug 26, 2019

When the next economic downturn eventually comes, will your bank be ready? PrecisionLender CEO Carl Ryden and 11:FS CEO David Brear discuss the strategies banks should employ to go beyond just weathering the storm, to actually prospering during tough times. 

Aug 12, 2019

Gita Thollesson, PrecisionLender's SVP of Market Insights, comes on the podcast to share some of the findings from her upcoming webinar on the pursuit of commercial deposits. 

Jul 29, 2019

What do commercial bankers think about their pricing processes and technology, and about the deals their RMs price each day? PrecisionLender got the answers to those questions in a recent survey. Dallas and Jim discuss some of the eyebrow-raising results. 

Jul 8, 2019

Is Libor really on the way out? Is SOFR the most likely index to replace it? And how will these changes affect the loans already on your commercial books and the ones you're going to price in the future. Those answers and more are in this week's episode of The Purposeful Banker. 

Jun 24, 2019

In this episode, we look back at the BankOnPurpose 2019 talk given by former poker champ Annie Duke, author of the book, "Thinking in Bets." We discuss the ways in which Annie's insights on decision-making and risk can be applied to the challenges faced by commercial banks. 

Jun 10, 2019

How do you tap into the value of your top RM's behaviors? What should you measure? How do you do measure it? And how do you scale that knowledge?

May 27, 2019

Greg Martin, a business services offer for BB&T, shares his approach to developing his commercial book. He makes the case for pursuing industry specialization to find "the riches in the niches."

May 13, 2019

During this interview at BankOnPurpose 2019, 11:FS chief-of-staff Leda Glyptis talks about how banks should balance the need to innovate with the need to minimize risks. She points out where banks have fallen short in their innovation efforts, but also where there's hope for the future. 

Apr 29, 2019

We talk to Gita Thollesson about her latest report, "Commercial Renewals: Market Best Practices." Why don't banks reprice more often? What's the right increase to ask for? Why do some banks excel at renewals while others struggle? Gita shares her findings and insights on this week's show. 

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