• Making personal finances fun!

    Rise Up is a start-up that empowers people to build confidence and to inject a little fun into managing their finances. An Israeli "profit with a purpose” organization, Rise Up provides customers with actionable information, using a unique community-based approach and behavioural science to help them build self-efficacy regarding their personal finances. In this episode, Gerry talks with Nadav Yur, Head of Business Development and Strategic Partnerships at Rise Up and David Milligan, Innovation360 Gold Partner.

    36m - Nov 3, 2022
  • Are you taking customer centricity too far?

    Current CX approaches forget there are two sides to any transaction. They foster the misconception that organizations should give customers everything they want without fully considering business impacts like innovation, profitability, and productivity. In this episode, Stephen talks about the need to differentiate yourself from your competitors, to set the bar where the customer wants it, not where you think it should be, and to ensure there’s an exchange of value, enabling customers to choose you first every time.

    35m - Jun 20, 2022
  • Turning Financial Services On Its Head, Part 3

    In our third and final episode we examine challenges the industry faces to progress while meeting the evolving needs of its customers, and why collaboration within the industry is necessary to achieve this objective. Our panel discusses the importance of culture and technology, what players should do to collaborate better and the idea of unfettered access for all.

    Panelists discuss these issues and more and provide listeners with advice for the future. Thank you to Richard Goyder from Finaptic Technologies (Banking-As-A-Service), Panagiotis Kriaris from Unzer (Payments), Keren Moynihan from Boss Insights (Commercial Banking) and Mahima Poddar from EQ Bank (Digital Banking) for your thought provoking insights.

    24m - Apr 4, 2022
  • Turning Financial Services On Its Head: Part 2

    This episode is the second in a series of three podcasts, a panel discussion on the evolution of financial services. We discuss where the industry is going, some of the changes taking place, and how this will impact the future. In part two, we examine the importance of understanding what customers consider to be banking. Does scale matter as we turn FS on its head? Is digitization central to success, or is it old news? Panelists include Richard Goyder from Finaptic Technologies (Banking-As-A-Service), Panagiotis Kriaris from Unzer (Payments), Keren Moynihan from Boss Insights (Commercial Banking) and Mahima Poddar from EQ Bank (Digital Banking).

    29m - Mar 28, 2022
  • Turning Financial Services On Its Head: Part 1

    This episode is the first in a series of three podcasts, a panel discussion on the evolution of financial services. We discuss where the industry is going, the changes taking place, and how this will impact the future. In part one, we talk about the evolving industry, its move towards re-bundling, and the implications for industry players, both large and small. Panelists from across the industry include Richard Goyder from Finaptic Technologies (Banking-As-A-Service), Panagiotis Kriaris from Unzer (Payments), Keren Moynihan from Boss Insights (Commercial Banking) and Mahima Poddar from EQ Bank (Digital Banking).

    23m - Mar 21, 2022
  • Mark Cohen: An insider’s view of M & A implementation

    Mark Cohen, a senior financial services executive, shares five keys to his success in Operations in the Capital Markets, Treasury and Transfer Agency worlds. Based on his thirty plus years of experience in global financial institutions such as JP Morgan Chase, Bank of New York and CIBC, Mark discusses lessons learned, how he dealt with the challenges of change and the factors that have impacted the industry and will drive innovation in the future.

    33m - Dec 8, 2021
  • John Rossman: What can we learn from the Amazon Way?

    John Rossman, a former Amazon executive, shares his personal experiences and insight on the Amazon Way. He talks about the importance of applying the right combination of leadership, process, and culture for each organization. Discover why customer obsessed leaders look to remove friction, experiment with new ideas and how they achieve operational excellence.

    35m - Nov 8, 2021
  • Allan Schlar: Bringing back excitement about innovation to legacy financial services organizations

    This week’s episode is a unique opportunity to hear from a seasoned financial services expert. Allan Schlar is a senior marketing executive with decades of experience in the industry. He shares his view on the need for financial services organizations to look at innovation through a different lens, to apply lessons from the past, and use these learnings to solve the problems that really need to be solved.

    31m - Oct 18, 2021
  • Simone Lettieri Dezan: How Quantum Computing will revolutionize your business!

    Get ready for perhaps the biggest game changer in the financial services sector. What if we told you that a quantum computer will break most of the encryption that protects transactions on the internet, and soon? Or that leading physicists are on the verge of building faster computers that will revolutionize everything. Or that the benefits of quantum computing applied to the management of financial portfolios and customer solutions will be renowned. The truth is that although there is some hype, quantum computing presents major opportunities. Forward thinking organizations are already in the game, and those who are successful will have “tangible first mover advantage” over their competitors.  

    Simone Lettieri Dezan, CDO of Meta IT talks about the power of quantum computing, what it is, and what it isn’t, the knowledge and processing power it enables and the need for industry leaders, or those who wish to be, to develop their quantum muscles now. 

    24m - Sep 16, 2021
  • Linda Tuck Chapman: Supply Chain, Third Party Risk and what you need to know

    In my conversation with Linda Tuck Chapman, CEO of the Third Party Risk Institute, she discusses what forward-looking organizations are doing to rethink their third party risks. Discover how leaders look at their extended enterprises with a focus on value and risk, changes that matter, and reducing churn.  

    32m - Aug 9, 2021
  • Richard Goyder: Using Banking-as-a-Service to capitalize on trends in financial services

    More and more banking consumers are leaving their traditional providers behind to satisfy their evolving needs. Non-traditional providers are challenged to scale their operations. All is being driven by dramatic technology advances and innovation that is taking place all over the world. Richard Goyder, Head of Value Proposition for Finaptic Technologies shares his experience and a unique business model that enables Canadian financial services providers, big and small, to keep pace with change, adapt and grow in response. 

    24m - Jul 26, 2021
  • Tom Frosina: The Next Normal? Rethinking Back Office Operations

    Our guests Tom Frosina, Head of Card Operations at TD Bank and Santosh Joy, EVP & Head of Operations at ActiveOps discuss Operations before the pandemic, what’s changed, and why. They discuss the strategic decisions that were made along the way to better position TD’s back office for success in the next normal.

    32m - Jun 15, 2021
  • Mahima Poddar: How Digital Banks Are Changing the Status Quo

    Mahima Poddar, Group Head of Personal Banking at Equitable Bank discusses EQ Bank, its digital retail bank. Market dynamics are changing. Customers are looking for trust, transparency, and timely advice in their digital relationships. Challenger banks are experiencing dramatic growth by addressing points of friction in the typical customer experience. Hear about what they're doing to change the status quo and catch the attention of prospective customers. 

    25m - May 28, 2021
  • Stuart Marks: Surpassing Your Clients’ Expectations

    Stuart Marks, Head of Business Development at FinTrU discusses the investment banking industry on both sides of the Atlantic. The need to innovate and solve big problems with fewer resources hasn’t changed and technology can only do so much to help. He talks about better and faster ways to address business issues. Surpass your clients’ expectations. Learn how FinTrU's secret sauce can build and grow your business.

    34m - Apr 30, 2021
  • Matt Flenley: Visualizing RegTech - Start Small, Think Big

    In my newest episode I chat with Matt Flenley of Datactics, a RegTech based in Northern Ireland. We discuss the central importance of building a robust data store and how the exploding FinTech marketplace in Belfast is helping banks and others to achieve fully digital capabilities.

    In partnership with Invest NI, this is a first of several episodes that will highlight industry leaders eager to bring cutting edge thinking to the North American market.

    29m - Mar 27, 2021
  • Gerry Purcell: Getting Innovation Done

    Change needs structure. Host, Gerry Purcell outlines the four important steps for any innovation initiative. In a unique twist on our usual podcast format, Gerry weaves together insights from seven leading financial services experts. Hear their advice and learn how to put your innovation agenda in place, change hearts and minds and get things done.

    26m - Mar 8, 2021
  • Bruce Hrovat: The Future of Liquidity is Perfect Forecasting

    Bruce Hrovat, CEO of Intraday Inc. discusses the intricacies of managing your working capital in today’s fast paced, global marketplace. Gone is the era of float and being satisfied with end-of-day positions. Being short and long, even intraday, represent real costs. To stay competitive, today’s leaders need a finger on the pulse of their minute-by-minute liquidity. Learn about the changes happening in financial markets and how that impacts “banks” and businesses now and in the future.

    27m - Feb 23, 2021
  • Ryan Stein: Creating Opportunities through Adaptability & Action

    Ryan Stein, Executive Director of Automobile Insurance Policy and Innovation Team at IBC discusses the importance of being responsive and drawing on innovative approaches to remove barriers, adapt to rapid changes in the marketplace, and to anticipate customer needs.

    26m - Jan 11, 2021
  • Keren Moynihan - Why the smart money is on tech to grow Commercial Banking

    Keren Moynihan, CEO and Co-founder of Boss Insights, makes a compelling case for the power of technology to transform Commercial Banking and expand the pie for all, whether they are traditional or non-traditional providers. Nominated for Entrepreneur of the Year and AI Disrupter of the Year, Keren and her team have built on lessons learned from Amazon that simple changes, increased transparency, and a focus on outcomes can have a profound impact on the industry and most importantly, its customers.

    28m - Dec 11, 2020
  • Peter Routledge - Navigating the future of deposit insurance

    A thought-provoking discussion with Peter Routledge, President and CEO of Canada Deposit Insurance Corporation. Peter shares his views on potential risks in the financial services marketplace and the changing expectations of both depositors and members. Discover what’s driving CDIC's strategic direction and critical innovations, all while ensuring confidence in the system.

    E7 - 27m - Nov 9, 2020
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