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Leaders in Lending

By: Leaders in Lending
  • Summary

  • Leaders In Lending is a show for lending professionals who want to grow their consumer lending programs and improve their consumer experiences. Consumers continue to expect faster, easier online experiences from every company—and our knowledgeable guests will share how they are bringing their organizations and lending products forward into the future.
    Every week, Leaders In Lending will bring you actionable advice and key learnings from experienced leaders to help you navigate the future of consumer lending.
    Leaders in Lending
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Episodes
  • Navigating the Data Race in Financial Services
    May 29 2024
    For financial service professionals, it’s important to meet the needs of their customers and clients. But it’s equally important that they ensure they’re leaving no stone unturned when it comes to harnessing the latest technological solutions that can make their job — and the consumer’s experience — as frictionless as possible.

    This week, host Matt Snow is joined by Greg Blausey, Senior Director of Banking Industry Solutions & Strategy at Salesforce, and Amir Madjlessi, Managing Director and Banking Industry Advisor at Salesforce. Greg and Amir bring a commitment to (and insights on) streamlining processes within financial institutions to better serve the customer, and allow financial professionals to focus on what they do best.

    Discussed in this episode:
    • The importance of fresh and representative data
    • How finance can learn from the world of retail when it comes to the onboarding experience
    • What it looks like to take an outcome-based approach in adopting new technologies
    • Balancing using data usage for personalized service and addressing privacy concerns and regulations
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    33 mins
  • Under Inflationary Pressure: Reshaping Strategy
    May 22 2024
    On today’s episode, host Lynn Sautter Beal is joined by Matt Hrna, Senior Vice President at Regions Bank to discuss inflationary pressures and market volatility impacting banks today. Leveraging over a decade of expertise and experience, Matt covers a wide range of challenges and opportunities faced by players throughout the financial industry.

    Although economic uncertainty continues to abound, there are systems and practices lenders can take advantage of to mitigate risk while adopting innovative solutions—all of which Matt helps us uncover.

    Join us as we discuss:
    • Consumers turning to Home Equity Lines of Credit (HELOCs) to address various financial needs
    • The impact of the student loan repayment resumption on credit behavior
    • Why all lenders should develop a “recession playbook” and remain proactive amid uncertainty
    • The importance of maintaining primacy and deepening relationships with existing customers
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    19 mins
  • The Fairness Frontline: Insights in Fair & Responsible Banking
    May 15 2024
    For many in the financial industry, it’s not hard to see banks and financial institutions committed to providing services that are both effective AND ethical. But all that work is for nothing if fair and responsible banking practices aren’t carried out successfully.

    Today, host Lynn Sautter Beal speaks with Lindsay Yousif (Executive Director of Compliance at Ally) and Nick Roesler (Fair and Responsible Banking Officer at U.S. Bank). In their roles as chairs of the CBA’s Fair and Responsible Banking Committee, Lindsay and Nick have done plenty of work and acquired plenty of knowledge on how to proactively and collaboratively address opportunities and concerns in the realm of fair and responsible banking.

    Join us as we discuss:
    • How to leverage a strong network of banks for guidance and best practices
    • The challenges posed by non-prescriptive guidances and how financial institutions can navigate them
    • Hiring and retaining talent in fair and responsible banking
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    27 mins

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