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The Purposeful Banker

The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial lending market. From pricing tips to market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.
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The Purposeful Banker
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Now displaying: Page 2
Mar 7, 2023

In part 2 of our look back at the impact AI has had on banking, Alex Habet replays a 2018 panel discussion with Carl Ryden, Jim Marous, and Greg Michaelson.

Feb 21, 2023

In this episode, Alex Habet and "Deal Doctor" Tony Hernandez talk about the importance of commercial deposits in the current market environment and discuss ways to both obtain them and protect them.

Feb 7, 2023

As AI-focused technology makes the headlines, we take a step back in time to replay a 2018 BankOnPurpose presentation by Carl Ryden, then CEO of PrecisionLender, who shares where he believes artificial intelligence, financial technology, and the banking industry are headed based on what he was seeing and hearing in the industry across the world.

Jan 25, 2023

In this episode of The Purposeful Banker, Alex Habet welcomes Gita Thollesson to discuss some of the takeaways from Q2’s State of Commercial Banking 2023 Market Analysis.

Jan 10, 2023

In this week’s podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2’s Kim Rutledge about how financial institutions are managing staffing issues in an interesting jobs market.

Dec 13, 2022

In this week’s podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2’s Katharine Briggs about the role digital plays in their organizations.

Nov 29, 2022

In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez break down ways financial institutions can empower their commercial relationship teams for strategic growth.

Nov 15, 2022

Alex Habet is joined by Sam Kilmer of Cornerstone Advisors in a discussion about the expected market landscape in 2023, the challenges and opportunities it will bring to financial institutions, and ways they can manage them.

Nov 1, 2022
In this episode of the Purposeful Banker, Alex Habet welcomes back longtime podcast contributor and former host Dallas Wells. We'll get an update on what Dallas has been working on in the past few months and get his take on recent events.
Oct 18, 2022

Alex Habet is joined by Adam Blue, Q2 chief technology officer, in a discussion about balancing speed with patience and intention to build a resilient, diverse business.

Oct 4, 2022

In this episode of The Purposeful Banker, Alex Habet speaks with Steve Bartels from Q2 about the state of cybercrime in financial services and what banks and credit unions can do to fight it.

Sep 20, 2022

Shon Cass of Texas Security Bank joins Alex Habet to talk about the bank’s story, strategy, and culture; how they think about technology; and how they’re planning for 2023 and beyond in an uncertain macro environment.

Sep 6, 2022

In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez talk about why a relationship approach is more important than ever, from interdepartmental collaboration to pricing and deal structuring.

Aug 23, 2022

In this episode of The Purposeful Banker, Alex Habet and Tony Hernandez discuss results of the most recent review of Q2 PrecisionLender data and how the current rate environment is affecting pricing.

Aug 8, 2022

In this episode of The Purposeful Banker, we rewind to a 2019 conversation with PrecisionLender CEO Carl Ryden and 11:FS CEO David Brear about the strategies banks should employ to go beyond just weathering the storm, to actually prospering during tough times.

Jul 26, 2022

As Q2 prepares for the in-person BankOnPurpose conference in November, Alex Habet looks back at some of our favorite, most impactful sessions from past years. 

Jul 12, 2022

As our economy reacts to the recent interest rate hikes, businesses aren’t shying away from taking out loans. In fact, the average loan size has grown significantly. In this episode, Alex Habet and Tony Hernandez discuss the latest trend data from Q2 PrecisionLender and highlight some key considerations for relationship managers.

Jun 28, 2022

Now that we're in one, what is a bear market, really? And how should bankers adjust their strategies, if at all? In this week’s podcast, Alex Habet and Dallas Wells discuss the carnage in the stock market and what it means for banking in the short and long term. 

Jun 13, 2022

In this episode of the Purposeful Banker podcast, Alex Habet sits with Dean Jenkins, former banker and leader of Product Marketing at Q2, to discuss the takeaways from recent research into what small businesses say they need from their financial institutions and what they’re not getting today.

May 31, 2022
With the Federal Reserve announcing a half-point raise in May—and further raises on the horizon—Alex and Dallas talk about the short-term impacts to deposits, the demand and competitive environment, the state of the general economy, and more.
May 2, 2022

In this week's podcast, Dallas Wells and Alex Habet continue their conversation about how financial institutions can best serve small businesses. There's no question that inserting technology into a relationship-driven business is tricky, but how can it be done, and why does it matter? Tune in as Dallas and Alex explore these questions, how the team at Q2 thinks about achieving this balance, and more.

Apr 18, 2022
In this installment of The Purposeful Banker, Dallas Wells and Alex Habet get real about what it takes to serve today's small businesses. While digital capabilities are in demand and certainly table stakes, there's more to consider. How well do you know the SMB customers you're trying to attract, and what changes does your FI need to make to retain them once you have them?
Mar 28, 2022

It's Jim Young's final appearance on the show! He marks the occasion with Dallas Wells by going back to the beginning, more than six years ago, and comparing what commercial banking was like then, vs. now. 

Feb 28, 2022

Interest rate hikes are (finally) on the horizon. How should banks adjust their 2022 strategies? Will an increase in commercial loan demand follow? And when the funding costs rise, will pricing move up as well? 

Feb 2, 2022

Discussing the findings in the Economist's recent report: "What Is Shaping the Ecosystem of Small Business Lending?" It's based on a global survey of lenders from traditional FIs and fintechs. 

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