The Purposeful Banker

The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial banking market. From market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.

Give Small Businesses the Reasons to Choose You 06/24/2025

Give Small Businesses the Reasons to Choose You 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 /episode/index/show/precisionlender/id/37138140

Secrets to Keeping Corporate Clients Happy 06/10/2025

Secrets to Keeping Corporate Clients Happy 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: /episode/index/show/precisionlender/id/36925305

Are You Leaving FX Money on the Table? 05/27/2025

Are You Leaving FX Money on the Table? 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: /episode/index/show/precisionlender/id/36695245

Fighting Account Takeover and Email Compromise in Business Banking 05/13/2025

Fighting Account Takeover and Email Compromise in Business Banking 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 /episode/index/show/precisionlender/id/36514035

Four Steps for Small Business Success, Part 2 04/29/2025

Four Steps for Small Business Success, Part 2 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: /episode/index/show/precisionlender/id/36298000

Writing the Recipe for Instant Payments 04/15/2025

Writing the Recipe for Instant Payments 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: /episode/index/show/precisionlender/id/36087140

Tech, Touch, and Trust in Commercial Banking 04/01/2025

Tech, Touch, and Trust in Commercial Banking 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 /episode/index/show/precisionlender/id/35943505

Four Steps for Small Business Success: Part 1 03/18/2025

Four Steps for Small Business Success: Part 1 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 /episode/index/show/precisionlender/id/35734240

The State of Fraud in Banking 03/04/2025

The State of Fraud in Banking 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 /episode/index/show/precisionlender/id/35482875

Webinar Sneak Peek: Fraud Orchestration With Datos Insights 02/25/2025

Webinar Sneak Peek: Fraud Orchestration With Datos Insights 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. /episode/index/show/precisionlender/id/35382900

Business Banking Is Relationship Gold for Credit Unions 02/18/2025

Business Banking Is Relationship Gold for Credit Unions The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact. Related Links /episode/index/show/precisionlender/id/35274095

Making the Case for Positive Pay 02/04/2025

Making the Case for Positive Pay The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to help business customers battle payments fraud and how it has shaped cutomer relationships. Related Links: /episode/index/show/precisionlender/id/35089975

2025 State of Commercial Banking Preview 01/21/2025

2025 State of Commercial Banking Preview In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commercial Banking report, preview some of the takeaways in this year's report, which is based primarily on the proprietary pricing data in Q2 PrecisionLender. /episode/index/show/precisionlender/id/34898455

Creativity Is Your North Star 01/07/2025

Creativity Is Your North Star This 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. /episode/index/show/precisionlender/id/34762370

From Submarines to Banking: Navigating Technological Paradigm Shifts 12/17/2024

From Submarines to Banking: Navigating Technological Paradigm Shifts In this episode of The Purposeful Banker, we share Sam Maule’s keynote from the 2024 BankOnPurpose executive leadership conference, where he likened the pressurized environment of a submarine to the pressures of the banking industry. Related Links /episode/index/show/precisionlender/id/34396685

Small Business: Fragmentation, Segmentation, and Beyond Business 12/02/2024

Small Business: Fragmentation, Segmentation, and Beyond Business The Purposeful Banker welcomes Matt Ross from Accenture to talk about how small businesses’ banking needs have changed and how financial institutions are responding. Related links: /episode/index/show/precisionlender/id/34221945

One Credit Union's Contrarian Approach to Commercial Banking 11/05/2024

One Credit Union's Contrarian Approach to Commercial Banking The Purposeful Banker welcomes back Stacy Armijo from Amplify Credit Union to talk about the credit union’s unique approach to customer experience, non-interest income, and commercial banking. /episode/index/show/precisionlender/id/33783867

The Business Time Machine 10/22/2024

The Business Time Machine The Purposeful Banker welcomes back Sam Maule from Moov, a speaker at our upcoming BankOnPurpose leadership conference and a self-proclaimed "technology optimist," to talk about AI, fraud, and the profound effect technology is having on business. /episode/index/show/precisionlender/id/33556417

So Let's Talk About Fraud 10/08/2024

So Let's Talk About Fraud In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 Chief Availability Officer Lou Senko to discuss the impact of fraud on the industry and Q2’s approach to security and cybercrime. /episode/index/show/precisionlender/id/33366897

Battling Business Nihilism 09/24/2024

Battling Business Nihilism What does bank technology have in common with a semi truck? And how does business nihilism get in the way of digital transformation? Find out as Q2 Chief Technology Officer Adam Blue joins Dallas Wells for this episode of The Purposeful Banker. /episode/index/show/precisionlender/id/33146212

Win Where You Want to Win With SMBs 09/10/2024

Win Where You Want to Win With SMBs In this episode of The Purposeful Banker, Dallas Wells welcomes Hunter Moses, head of Q2’s Strategic Advisory Services team, to discuss how segmentation and personalization can make a big difference in attracting and keeping small and medium-size business accounts. /episode/index/show/precisionlender/id/32986492

It Started With a Dream 08/19/2024

It Started With a Dream In honor of Q2’s 20th anniversary, Dallas Wells welcomes our founder Hank Seale to the podcast for a look back at how his mission of empowering financial institutions through technology has come to fruition and how he’s bringing the next part of his vision to life. /episode/index/show/precisionlender/id/32596487

ERP Integration: A Complicated Necessity 08/06/2024

ERP Integration: A Complicated Necessity In this episode of The Purposeful Banker, Dallas Wells welcomes Kathy Dwyer from the Q2 product team to discuss the growing demand for integration between companies’ ERP accounting systems and their digital banking platforms. /episode/index/show/precisionlender/id/32457672

Balancing AI With Security and Compliance 07/23/2024

Balancing AI With Security and Compliance In this episode of The Purposeful Banker, Dallas Wells welcomes Beth-Anne Bygum, Q2’s chief information security officer, to discuss the implications of GenAI on security and compliance and what financial institutions should consider for successful adoption. /episode/index/show/precisionlender/id/32243267

Beyond the Hype: The Real Implications of GenAI on Banking 07/09/2024

Beyond the Hype: The Real Implications of GenAI on Banking In this episode of The Purposeful Banker, Dallas Wells welcomes Corey Gross, VP of Product Management at Q2, to talk about the impact of GenAI on banking, including current use cases and those expected to develop. /episode/index/show/precisionlender/id/32054717

Marketing Magic and the New Meaning of Engagement 06/25/2024

Marketing Magic and the New Meaning of Engagement In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 CMO Carlos Carvajal for a discussion about how marketing in banking has evolved and how to make more meaningful, profitable connections with customers. /episode/index/show/precisionlender/id/31881607

View From the C Suite: Perspectives on Deposit Growth, Fraud, and Talent Management 06/11/2024

View From the C Suite: Perspectives on Deposit Growth, Fraud, and Talent Management In this episode of The Purposeful Banker, Dallas Wells sits down with Q2 President Kirk Coleman to get his perspectives on some of the most pressing topics in banking. /episode/index/show/precisionlender/id/31680317

At the Intersection of Treasury and Technology 05/21/2024

At the Intersection of Treasury and Technology In this episode of The Purposeful Banker, Dallas Wells talks with Ben Cash from the Q2 product team about the expanding role of technology in treasury and cash management. /episode/index/show/precisionlender/id/31390567

Welcome Back, Dallas Wells 05/07/2024

Welcome Back, Dallas Wells Alex Habet welcomes Dallas Wells back to the podcast to catch up on the latest hot topics in bank technology, including AI, fraud, and payments. /episode/index/show/precisionlender/id/31143468

Instant Payments Are Here: Now What? 04/16/2024

Instant Payments Are Here: Now What? In this episode of The Purposeful Banker, Jim Young welcomes Keith Gray from The Clearing House for an update on how banks and businesses are adopting the instant payments rails. /episode/index/show/precisionlender/id/30829518

The Purposeful Banker

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