Give Small Businesses the Reasons to Choose You
The Purposeful Banker
What if we could digitize the end-to-end journey for small businesses? What would that look like, and what would we need to take into consideration? This panel discussion from the CONNECT 25 customer conference tackled that question and revealed some big opportunities to serve this segment better. Related links: [Blog] [LinkedIn] Dean Jenkins [LinkedIn] Deidre Barret [LinkedIn] Ryan Hill [LinkedIn] Kevin Miyamoto [Survey] q2.com/podsurvey
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Secrets to Keeping Corporate Clients Happy
The Purposeful Banker
What do upper middle market and large corporate clients really need from their financial institutions? Get the inside scoop from industry experts and banking leaders as they draw from recent research and real-world experiences to discuss market trends, competitive dynamics, and the evolving expectations of sophisticated commercial clients. Related Links [Blog] Leveraging the Power Trio of Serving Large Commercial Clients Dean's LinkedIn: Christine's LinkedIn: Alan's LinkedIn: Chad's LinkedIn: Rob's LinkedIn:
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Are You Leaving FX Money on the Table?
The Purposeful Banker
Hey listeners! Take our podcast survey to help us choose the content and conversations you'll find most beneficial. Only 10 questions: q2.com/podsurvey In this episode, John Min, chief economist at Monex USA, joins the podcast to talk about how community banks are missing out on an opportunity to strengthen business relationships while impacting the bottom line by not offering foreign exchange services. Related Links: Q2 Innovation Studio: Monex: John's LinkedIn:
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Fighting Account Takeover and Email Compromise in Business Banking
The Purposeful Banker
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey In this episode of The Purposeful Banker, Sara Seguin from Alloy joins Jim Young to talk about the increasing threat of account takeover and email compromise and how financial institutions can help their business customers fight back. Related Links Sarah's LinkedIn Ongoing Fraud Monitoring from Q2
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Four Steps for Small Business Success, Part 2
The Purposeful Banker
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey In this episode, Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework. Related Links Small Business Strategy Scorecard: Dave's LinkedIn:
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Writing the Recipe for Instant Payments
The Purposeful Banker
Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization’s Instant Payments Cookbook, who needs to read it, and how it came together. Related Links:
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Tech, Touch, and Trust in Commercial Banking
The Purposeful Banker
Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercial business in the current financial landscape. Related Links
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Four Steps for Small Business Success: Part 1
The Purposeful Banker
Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at This episode, featuring Dave Brebner from Q2 Strategic Advisory Services, is the first of a two-part series that details how financial institutions can boost their small business strategy -- or any portfolio strategy -- based on a proven success framework. Related Links
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The State of Fraud in Banking
The Purposeful Banker
In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report. Related Links
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Webinar Sneak Peek: Fraud Orchestration With Datos Insights
The Purposeful Banker
Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses.
info_outlineThis week’s The Purposeful Banker shares Tania Katan’s talk from the 2024 BankOnPurpose executive leadership conference, where she demonstrated how creativity and humanity drive passion and innovation—even in the banking industry.