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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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Now displaying: Page 1
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. 

Jan 17, 2022

A look at some of the insights and analysis coming up in the annual State of Commercial Banking webinar and report. 

Jan 3, 2022

We start the year off by taking a look back at how the commercial pricing story unfolded over the course of 2021: where things started, what happened along the way, and where we stand now as we head into 2022.

Dec 20, 2021

A generation of commercial bankers is rapidly moving toward retirement. What steps does the industry need to make to lessen the impact of this impending talent crunch? 

Dec 13, 2021

Discussing the recent BCG/Q2 partnership, as well as YieldBuilder - the product jointly developed by the two companies - and the impact it will have on the commercial banking industry. 

Nov 29, 2021

We look at insights from the PrecisionLender database, as well as polls conducted with commercial bankers, to see what those findings tell us about Primacy - why it's so vital now, why it's so difficult for some banks to achieve, and the bottom-line impact of broadening relationships. 

Nov 15, 2021

Spreadsheets have their uses, but they're often not capable of performing some of the tasks banks ask of them. In this episode we look at spreadsheet shortcomings and the ways they could be harming your bank.

Nov 1, 2021

PrecisionLender's founder Carl Ryden likes to say "Data that doesn't lead to action is just trivia." Banks are great at measuring all sorts of things, but which metrics are really helping them improve performance and which ones are just ... trivia? 

Oct 4, 2021

Big-bank M&A deals are at their highest levels since the late 90's. In this episode we explore what factors are pushing more and more and regional banks to join forces. 

Sep 20, 2021

How can your bank keep the competition from raiding your deals? And are the processes your bank puts in place to guard against bad deals actually doing more harm than good? We go back into the blog vault for this week's Purposeful Banker episode. 

Sep 6, 2021

We revisit an oldie-but-goodie topic: Banks spend a lot of time and effort calculating the price for each commercial deal. But how much do they focus on whether their bankers actually "get" that price? 

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