In today's episode of Banking Transformed, we're excited to have Devesh Khare, Chief Product Officer at MeridianLink, on the show. In this episode, we'll be discussing the challenges financial institutions face today and how organizations are working to solve these challenges?Devesh also shares how the partnerships with solution providers have changed over time and what organizations are looking for in a third-party provider. Finally, he shares the keys to success for banks and credit unions in the short and long term.This episode of Banking Transformed Solutions is sponsored by MeridianLinkMeridianLink® (NYSE: MLNK) powers digital lending and account opening for financial institutions and provides data verification solutions for consumer reporting agencies. MeridianLink’s scalable, cloud-based platforms help customers build deeper relationships with consumers through data-driven, personalized experiences across the entire lending life cycle.MeridianLink enables customers to accelerate revenue growth, reduce risk, and exceed consumer expectations through seamless digital experiences. Its partner marketplace supports hundreds of integrations for tailored innovation. For more than 20 years, MeridianLink has prioritized the democratization of lending for consumers, businesses, and communities. Learn more at meridianlink.com.

Sriram Natarajan, President of Quinte Financial Technologies, discusses moving AI from hype to practicality in banking operations. Topics include streamlining processes, customer-centric strategies, regulatory adherence, and the role of digital transformation. The conversation emphasizes creating value with AI tools, human-centric AI implementation, and navigating organizational change in digital transformation.

In today's episode of Banking Transformed, we have the privilege of speaking with Rodney Williams, the president and co-founder of SoLo Funds, a groundbreaking community banking platform. Rodney's personal journey and the mission of SoLo Funds are truly inspiring, as they work to empower financial inclusion and provide access to credit for those who have been traditionally underserved by the banking system.Rodney shares his vision for the future of finance and wellness for less represented communities and also offers advice for aspiring entrepreneurs seeking to create innovative financial solutions that promote inclusion and empowerment.This episode is a must-listen for anyone interested in the intersection of finance, technology, and social impact.

Chris Maloof from MeridianLink discusses how banks can navigate digital transformation challenges, utilize data for personalized solutions, and create seamless customer experiences. The podcast explores strategies for enhancing customer relationships, driving digital transformation, and emphasizing speed and personalization in consumer decision-making.

Allison Cerra, Chief Marketing Officer at Alkami, and Casey Hogarth discuss the launch of the Digital Sales & Service Maturity Model Assessment for financial institutions. They highlight the importance of understanding digital maturity and offer insights on navigating digital strategies. The podcast explores the impact of the assessment tool on revenue growth, refining key survey questions, enhancing digital maturity, leveraging partnerships and data analytics, and upcoming studies on commercial digital maturity.

Jacob Leick and Mandy Lopez from Alkami Technology discuss how community banks can win in business banking by building strong relationships, leveraging technology, and personalizing digital experiences. They explore the evolution of community financial institutions, the importance of data-driven personalization, and strategies for financial institutions to stay agile and client-centric.

Exploring the world of generative AI in banking, discussing use cases like enhancing customer experiences and developing new product offerings. Emphasizing the importance of strategy, copilots, and continuous learning. Microsoft's role in enabling digital transformation for banks through AI technology.

Renowned leadership futurist Jacob Morgan shares groundbreaking research on the top 7 leadership trends for 2024 and their impact on the banking industry. Topics include leading with vulnerability, enhancing employee experience, prioritizing skills over jobs, and embracing AI and hybrid work models for future-proofing organizations.

In this podcast, Melina Palmer discusses applying behavioral economics in banking pricing strategies. She highlights common pricing mistakes, understanding customer motivations, and tips for optimizing pricing. The importance of simplifying customer interactions and enhancing digital processes is explored. The impact of human behavior on financial decisions is emphasized, along with personalized care leading to increased revenue. The episode offers insights into employee, customer, and pricing strategies.

Dr. Robin Kiera discusses leveraging social media for financial products, the importance of becoming an influencer, and the shift towards dynamic content on platforms like LinkedIn and TikTok. He emphasizes the need for finance professionals to evolve strategies to stay relevant and successful in a changing landscape.