Podcast
Banking on Experience powered by BUSINESSNEXT
Hosted by Andrew Piron & Joshua Barclay · EN
Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by BUSINESSNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.
17episodes
Episodes
Newest firstAll episodes
Turning Data into Dollars: Smarter Segmentation, Better Marketing for Banks & Credit Unions
Mar 12, 202500:35:42Tap to summarizeBanks and credit unions are sitting on a goldmine of data—so why aren’t they using it to drive real growth in their marketing motions? Too often, financial institutions collect massive amounts of customer insights but struggle to turn them into personalized marketing strategies that actually convert. The key isn’t just having data—it’s knowing how to use it. In this episode, we sit down with Phillip Bosley, Founder & CEO of Tactical Marketing Automation, to break down the roadblocks keeping banks and credit unions from leveraging their data effectively. We cover the following in this podcast episode: ✅ The biggest segmentation mistakes that lead to disengaged customers ✅ How automation bridges the gap between insights and action ✅ The brutally honest marketing truths financial institutions need to hear If you’re ready to stop letting valuable data collect dust and start using it to build smarter, more profitable marketing campaigns, this episode is for you. If you'd like to join our Demo Tuesday sessions and see a deep dive of the Businessnext software solution, click here to register. Hope to see you there.
Transcribe →
Why 44% of Accounts Go Inactive in Year One—and How to Fix It
Jan 30, 202500:31:17Tap to summarizeDid you know that nearly half of new accounts—44%—go inactive within the first year? That’s not just lost revenue—it’s a major threat to long-term growth for banks and credit unions. The culprit? A broken onboarding process. Too many financial institutions skip relationship-building and jump straight into cross-selling, leaving members and customers disengaged and more likely to churn. So what’s going wrong—and how can banks and credit unions turn things around? Our guest, Har Rai Khalsa, CEO & Cofounder of Swaystack, joins hosts Joshua Barclay and Andrew Piron to uncover the biggest onboarding mistakes institutions make—and how to fix them. We’ll break down practical strategies to engage members from day one, boost retention, and drive long-term loyalty. If you want to turn new account holders into lifelong members, tune in now and discover the onboarding strategies that make the difference.
Transcribe →
The 2025 Marketing Playbook for Banks & Credit Union
Dec 19, 202400:37:33Tap to summarizeMarketing budgets are being slashed. Competition is fiercer than ever. Proving ROI? It’s an uphill battle. Are you ready to transform your marketing from a cost center into a growth engine? In this episode of Banking on Experience, we’re joined by James Robert Lay, CEO of the Digital Growth Institute and host of the Banking on Digital Growth podcast, boasting over 450 episodes of insider strategies. James reveals his proven playbook to help financial institutions unlock podcasting as a game-changing growth tool, defend their marketing budgets in tough times, and focus on the key areas that drive measurable results. Packed with brutally honest insights and actionable advice, this episode delivers everything you need to boost growth, prove ROI, and outpace the competition. Tune in now to discover The 2025 Marketing Playbook for Banks & Credit Unions. Whether you’re a marketer, executive, or aspiring leader, this podcast episode will act as your roadmap to better marketing perofrmance in 2025.
Transcribe →
Do You Really Own Your Digital Transformation?
Nov 18, 202400:33:01Tap to summarizeDigital transformation isn’t just a buzzword—it’s a survival strategy. But here’s the catch: 70-80% of digital transformation projects fail. Why? Because many credit unions and banks unknowingly rent their digital future from vendors, leaving them trapped by hidden fees, outdated systems, and lack of control. In this episode of Banking on Experience, we sit down with Dylan Shaver, Chief Revenue Officer at TreXis, to uncover the truth about digital transformation. Dylan shares why owning your digital infrastructure is the only way to truly innovate and how TreXis is helping financial institutions escape the endless cycle of vendor lock-in. You’ll hear about: The “build-to-own” approach that can save millions in licensing fees. The three foundational steps to a successful digital transformation. Why real-time data is no longer a luxury—it’s a necessity. Brutally honest insights every leader needs to hear before embarking on a digital transformation journey. Ready to break free from outdated tech and reclaim your digital destiny? Get ready for a timely episode of Banking on Experience, hosted by Joshua Barclay.
Transcribe →
The Global Mission to Advance Credit Union Growth
Sep 26, 202400:27:14Tap to summarizeCredit unions are making waves not just locally, but globally! The need for people helping people extends far beyond U.S. borders, and we’re about to take you on a journey that will expand your understanding of just how impactful this movement is. In the latest episode of Banking on Experience, we had the pleasure of speaking with Mike Reuter, CEO of the Worldwide Foundation for Credit Unions. From supporting disaster recovery efforts to driving financial inclusion across the globe, Mike shares eye-opening stories and highlights how credit unions are helping communities thrive across the world. Want to know how we can bridge the digital gap and bring financial inclusion to underserved communities? Or how technology and cooperation are uniting credit unions worldwide? Mike’s insights will leave you both inspired and energized about the future of this movement.
Transcribe →
How Small Credit Unions Can Find Their Competitive Advantages
Aug 22, 202400:39:22Tap to summarizeThink small credit unions can't thrive in a post-pandemic economy? Think again. If you believe they can't be at the forefront of innovation, it's time to reconsider. In this episode, we're joined by Jed Meyer, CEO of St. Cloud Financial Credit Union, who is rewriting the playbook for small-to-midsize credit unions. Jed is challenging the status quo, growing, and innovating at a rapid pace—all while making no excuses and staying laser-focused on the core mission of the credit union movement: serving members and making a meaningful impact on the community. Get ready to dive deep into the strategies and mindset that have propelled St. Cloud Financial Credit Union to new heights. Discover how Jed Meyer's leadership is turning conventional wisdom on its head and positioning his credit union as a leader in both growth and innovation.
Transcribe →
Episode 83: A Fresh Look at GRC + Your CU
Nov 29, 2021Tap to summarizeLet’s be honest – GRC (Governance, Risk Management, and Compliance) gets a bad rap. Your credit union team members don’t break for lunch and say, “Hey! Let’s play GRC bingo!” But…maybe they should. Ok, that’s a stretch. But the truth is, this topic is massively important when it comes to your financial institution. And no one can offer better insights around it than Amanda Cohen, Director of GRC Products at Resolver and my guest expert this week on CRMNEXT’s Banking on Experience. Topics we covered include: Why Amanda is passionate about GRC Shifting mindsets: how your CU can (and should) Biggest GRC challenges for credit unions Your frontline + GRC: top tips on making them besties Better ways your CU can leverage the GRC Team How data applies The Impact of GRC on Member Experience And more Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website. Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.
Transcribe →