EPISODES
Click here to listen or subscribe on Apple or Spotify:
Ep 101 – Emily Schwartz – From Content to Education: Building Trust Through Financial Wellness
In this episode, we sit down with Emily Schwartz, Director of Financial Education at MidFirst Bank, about how her team helps build real trust in her bank, by focusing on education first. If you are tired of just checking the boxes with your content, and trying to avoid “AI slop” (as you should be!), this episode is a great way to reframe how you approach financial education – no matter the size of your bank.
Ep 100 – 100th – Chris & Dan in the Hot Seat
100 episodes. Four seasons. Many dozens of conversations with bank leaders and innovators – and we're just getting started! In this milestone episode, Chris and Dan look back at what they've learned from these conversations, and where they think community bank...
Ep 99 – The Future of AI Agents – How Community Banks Win SMB Relationships – with Jared Shulman and Jerry Shu
AI Agents are quickly becoming the biggest competitive edge for community banks to win and serve small business customers. Chris and Dan sat down with the co-founders of Daylit, Jared Shulman (CEO) and Jerry Shu (CTO), to break down what AI agents actually are, how...