Inside Gen Z: Lessons in Loyalty
The Purposeful Banker
This episode of The Purposeful Banker podcast is one in a series of episodes focused on better understanding Gen Z consumers and business owners. In this replay of our “Lessons in Loyalty” panel discussion, three Gen Z consumers unpack the multibank mindset, the importance of personalization, the digital-branch balance, incentives, and the role of education in trust. Related Links: [On-Demand Panel Replay] Lessons in Loyalty: A Live Q&A With Gen Z Consumers [LinkedIn] Stacy Armijo [LinkedIn] Stuart Featherston
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Take the Emotion Out of Relationship Management
The Purposeful Banker
Commercial banking runs on relationships, but too often, “gut feel” drives decisions and muddies results. In this episode, Q2’s new VP of Product Management, Nick Koutouras, shares how to take the emotion out of relationship management without losing the human touch. We dig into a simple, repeatable operating rhythm—account planning, pricing, measurement, and stakeholder readouts—that builds consistency, confidence, and better outcomes for bankers and leaders alike. Related Links: Nick's LinkedIn: [Blog] Commercial Loan and Deposit Pricing Market Update: August 2025 ...
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Unclogging the Bottleneck of Treasury Onboarding
The Purposeful Banker
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Insights From SMBs on the Digital Experience They Need
The Purposeful Banker
Small business owners rely on digital tools to run their businesses, but how does their banking experience measure up? In this episode, hear real-world stories from business owners with diverse needs as they describe their experiences and challenges, and hear from financial institutions that are taking these needs to heart. Related Links [Blog] Small Business Tools, Tactics, and Transformation [On-Demand Webinar] Why and How to Become the Business Hub for Your SMB Customers [LinkedIn] Ben Cash [LinkedIn] Katrina Leach [LinkedIn] Shon Cass [LinkedIn] Thomas Eorgan
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How AI Beat the Bad Guys
The Purposeful Banker
In this episode of The Purposeful Banker, Corey Gross from Q2 and Louann Habenicht from Susser Bank discuss how AI is being used to battle the ongoing check fraud problem. They walk through how positive pay has evolved, how machine learning fits into the process, and what it takes to build not just a tool, but a broader fraud prevention strategy that actually works in the real world. Related Links [Website] Q2 positive pay solution [LinkedIn] Corey Gross [LinkedIn] Louann Habenicht [Survey] q2.com/podsurvey
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From Pain to Profit: Fixing Treasury Repricing at the Source
The Purposeful Banker
Most banks know they should revisit their treasury pricing annually—but few actually do. Why? Because the process is so complex, manual, and error-prone that it often gets pushed aside. In this episode of The Purposeful Banker, we talk with Todd Klapprodt from Q2 about the real cost of doing nothing, why annual repricing is more strategic than you think, and how automation can unlock both efficiency and growth. Related Links [LinkedIn} Todd Klapprodt [Website] Q2 PrecisionLender
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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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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.
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