Shows
Bankadelic: The colorful side of financeEPISODE 189: THE AI 5: DATA BREAKTHROUGHS IN ARTIFICIAL INTELLIGENCEAs part of our ongoing series on the biggest tech breakthrough in history, Bankadelic's "AI 5" experts tackle the subject of banks and data. The truth is, banks aren't doing nearly enough with customer data--and while the numbers often seem abstract to consumers, the freedom to move their money more freely isn't. From agentic AI to the question of banks getting their high-tech act together, our distinguished panel assesses the present and looks ahead to a future in data that promises to be like no other.2025-06-1528 min
Bankadelic: The colorful side of financeEPISODE 188: BANKADELIC'S "AI 5" PANEL TALKS CYBERSECURITY IN A DANGEROUS DIGITAL TIMEAs artificial intelligence ascends to heights never before seen in banking, Bankadelic brings back a panel of experts to discuss the fine points and the future: "The AI 5." On this episode, our five fintech experts give us a glimpse into the perils and promise of cybersecurity. It's a time when hackers brandish more powerful tools than ever--but banks and consumers can fight back, even to the point of using an app that sounds like a confused granny who endlessly ties up the bad guys on the phone.
Our guests:
Emiliano Giacchetti, CEO, Parascript
Mitch Rutledge, CEO, Vertice AI
Mac Thompson...2025-06-1333 min
Bankadelic: The colorful side of financeBANKADELIC "AI 5" PODCAST SERIES THEME: "HIGHLAND MAIN LINE: EDINBURGH TO INVERNESS"Bankadelic is the only financial services podcast that features multiple music tracks written and performed by its host. Here Lou Carlozo introduces the theme for the new “AI 5” series of Bankadelic roundtable shows. “Highland Main Line: Edinburgh to Inverness” is a co-write between host Lou Carlozo and Kathryn Swezy, who plays tin whistle on this recording. Special thanks to Jim Quinn (percussion) and Mark Swezy (didgeridoo). Guitars, bass, keyboards, additional percussion, engineering and mixing by Lou; mastering by Mike Hagler.2025-05-2902 min
Bankadelic: The colorful side of financeSPECIAL EPISODE: HOW TARIFFS WILL IMPACT BANKING AND BORROWERSWith the tariff news out of Washington changing almost daily, even a brief reprieve isn’t of much comfort. Whether you’re a banker, a borrower or a consumer looking to buy a big-screen TV with your credit card, stability and peace of mind have given way to uncertainty and anxiety. In this special episode of Bankadelic, host Lou Carlozo chats with Will Tumulty of Rapid Finance and Dr. Daniel Ahn of Delfi to get their read on how tariffs could impact the financial services industry — including the small businesses that depend on it — in the months ahead.2025-05-1726 min
Bankadelic: The colorful side of financeEPISODE 181: THE BANKADELIC ARTIFICIAL INTELLIGENCE SPECIAL (PART TWO)Agentic AI. Quantum computing. New terms and tech are redefining the banking sector’s use of artificial intelligence in 2025. Yet financial institutions can still get sucked into chasing a tricked-out gadget as opposed to a smart business solution. The bottom line is that applied right, AI promises a future where banks anticipate and fill customer needs like never before. In the second of two parts, Bankadelic explores the promising, sometimes confusing and always exciting road ahead for AI in banking.
Our guests:
Emiliano Giacchetti, CEO, Parascript
Mitch Rutledge, CEO, Vertice AI
Mac Thompson, CEO, White Clay
Jon Tvrdik, CEO, WaveCX
Ma...2025-03-1131 min
Bankadelic: The colorful side of financeEPISODE 180: THE BANKADELIC ARTIFICIAL INTELLIGENCE SPECIAL (PART ONE)Having already shaken up financial services — and the world at large — artificial intelligence will ascend to heights in 2025 never before seen in the history of banking . But will the view look like from up there? And how will it affect the way customers transact business, and financial institutions move into a future that would’ve seemed stranger than science fiction just a generation ago? In the first of two parts, Bankadelic convenes a panel of five industry leaders in financial technology who deal with AI day in and day out. Join them as they give us a glimpse into the future...2025-03-1029 min
Bankadelic: The colorful side of financeEPISODE 178: US BANK’S SMALL BUSINESS SURVEY, FROM WORKERS AND AI TO BEYOND GETTING BY (PART ONE)Bankadelic is devoting two episodes to a crucial topic for 2025: where small businesses sit (and fit) in a challenging economic landscape. The U.S. Bank Small Business Perspective survey sheds light on the forces and concerns that matter — as reported by the business leaders themselves. In Port One we discuss the findings and what they reveal with Shruti Patel, U.S. Bank, Executive Vice President, Chief Product Officer for Business Banking.2025-03-0220 min
Bankadelic: The colorful side of financeBANKADELIC THEME 2025: IMPOSSIBLY SUNNY DAY, CARNABY STREET, JUNE 1967It's true: Bankadelic host Lou Carlozo writes, edits, engineers and performs most (and often all) the instruments on his podcast themes. Inspired by a visit to London a few decades ago, "Impossibly Sunny Day" started brewing as Lou strolled Carnaby Street and tried to imagine the scene when every cool Bristish band and celeb hung out there. Carnaby is kinda touristy today, but this instrumental longingly looks back at Swingin' London through psychedlic glasses. Enjoy!2025-03-0102 min
Bankadelic: The colorful side of financeEPISODE 179: US BANK’S SMALL BUSINESS SURVEY: FINDING HAPPY OWNERS AND EMPLOYEES AT SMBs (PART TWO)In Part Two of a special Bankadelic presentation, we delve further into the latest U.S. Bank Small Business Perspective survey. Shruti Patel, U.S. Bank, Executive Vice President, Chief Product Officer for Business Banking, shares survey finding the gauge what truly makes workers happy and how SMBs are facing a future full of optimism and significant growth tasks. In an age where opinions pose as facts, ther report offers a clear-eyed view of the SMB landscape.2025-03-0123 min
Bankadelic: The colorful side of financeEPISODE 177: THE BANKADELIC 2025 COMBINATION VALENTINE'S PODCAST AND AI LOVE BOATJust when you think the bankers of the world couldn't be more in love -- with AI, that is -- along come four fintech experts to lay it all out for us in 2025. It promises to be the year of "agentic AI," among other things. And if that cute chatbot leaves roses on your desk, so much the better. Thanks to our special podcast guests:
Joseph Ahn, CSO and Co-Founder, Delfi
Amy Orosco, Director of Customer Success & Implementations, SWIVEL
Mitch Rutledge, CEO and Co-Founder, Vertice AI
Ed Vincent, CEO, SRA Watchtower2025-02-1435 min
Bankadelic: The colorful side of financeEPISODE 176: BRIDGING BANKS, FINTECHS AND SMBs TO CREATE BIG WINS FOR ALLThere’s a lot of attention being paid to how banks can simultaneously team up with fintechs and best serve SMBs and entrepreneurs on the product side. Trouble is, there hasn’t been a whole lot of action. Allan Rayson, Founder and CEO of Finov8r, talks us through the opportunities within “adaptive fintech ecosystems.” The idea is to create modular, flexible solutions that allow banks to remain agile in the face of regulatory and operational challenges — and embed banks into the product development before they sell.2025-02-1222 min
Bankadelic: The colorful side of financeEPISODE 175: A BANKING VET TALKS PRODUCT INNOVATION BEYOND TECHWhile there’s so much stress these days placed on chips and artificial intelligence, all the digital firepower in the world isn’t going to create new products that people want. In this episode, Neil Stanley, Founder and CEO of The CorePoint, talks about how banks need to move beyond the rate sheets of old and start developing products for consumers living in an age of apps and e-commerce. He also touches on how banks, in responding to interest rate changes, can go beyond knee-jerk mentality and respond thoughtfully.2025-01-2725 min
Bankadelic: The colorful side of financeBANKADELIC OUTTAKE: JOHNNY DA BIG SINGS "DO YOU HEAR WHAT I HEAR?"Whadda you lookin' at? It's Johnny Da Big, Bankadelic's official Wise Guy of Debatable Talent, lending his nit-so-dulcet tones and storytelling to the holiday classic "Do You Hear What I Hear?" Or "What I Hoid," as he likes to say in his South Philly patois. Listen if you dare, maybe even share, it's better than being a grinch and far more satisfying. Ya got a problem wit day?2024-12-2003 min
Bankadelic: The colorful side of financeEPISODE 174: THE FIFTH ANNUAL BANKADELIC HOLIDAY EXTRAVAGANZAYou want presents? You bet your ask we’ve got presents, thanks to the presence of The Five Wise Finance Stars, who in our book outclass any number of elves you can cram around the dining room table. Join us as we tick off our gift list for the industry, banking’s bad holiday reruns and what the happy new year ahead looks like in professional and personal ways. Plus, all hail Johnny Da Big as he returns — by invitation, if you can believe it — to sing a shattering rendition of “Do You Hear What I Hear?”
The guests who keep on givin...2024-12-2043 min
Bankadelic: The colorful side of financeEPISODE 173: ENGINEERS AS THE UNSUNG HEROES OF FINTECH SUCCESSWith all the stress on engineers needing to make smart tech for consumers, it’s just as important to remember that engineers work with consumable tech that’s easy to implement, stack and tweak. Joshua Luke, Chief Technology Officer at Swivel, outlines the symbiotic relationship between customers, financial institutions and engineers who appreciate the same tech traits: Simplicity, seamlessness and elegance.2024-12-1725 min
Bankadelic: The colorful side of financeEPISODE 172: LOANS THAT BRING SOARING CREDIT CARD APRs BACK TO EARTHThough overall interest rates have softened, credit card APRs rates continue their stratospheric run, averaging 23% APR or more. Matt Potere, the new CEO of Happy Money, explains how his company is working to make debt consolidation loans available through its online platform -- and fulfilling its mission to develop and deliver affordable, accessible financial tools.2024-12-1025 min
Bankadelic: The colorful side of financeEPISODE 171: THE BANKER'S DOZEN: 13 BANKADELIC SKITSBankadelic host Lou Carlozo has a mind that's inhabited by odd, surreal characters -- from executioners to bubbas, Morrissey wannabes to wise guys belting Christmas carols. These 13 skits represent the epitome, the very peak of Bankadelic humor. That's probably not saying much ... unless some of this makes you snort your morning java out your nose. Then, we can say we've truly achieved something.2024-12-0638 min
Bankadelic: The colorful side of financeEPISODE 170: THE BANKADELIC BANKSGIVING SPECIAL 2024 WITH ALL THE TRIMMINGSOnce again, Bankadelic takes a break from Mickey D’s and heads over to the enormous living room table to chaos down on great banking banter and tasty sound bites. Join our four fabulous guests as they talk highlights, buzzkills, and industry bright spots as we look ahead to 2025 and (a long overdue shopping season). And: Will Lou finally, finally ditch his corny Uncle Mortimer and his most uninvited wise guy dinner guest?
The All-Star Turkey Day Team:
Alexandra McLeod, Founder @ Parlay
Tadgh Spradlin. VP of Sales and Partnerships Quantalytix
Jon Tvrdik, Founder @ WaveCX
Erin Wynn, Executive Director of Product Man...2024-11-2730 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 16: COMPLIANCE AFTER THE SVB AND TD BANK WOESWrapping up a 16-episode Bankadelic series taped live at 2024's Money 20/20 in Las Vegas, host Lou Carlozo chats with Leo Patching, the CEO and Co-Founder of Kompliant. Leo shares how, in the wake of the TD Bank ’s woes, compliance has become front of mind for financial services leaders. He also takes us under the hood of his compliance fintech, which will turn four in 2025.2024-11-1922 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 15: BUD FINANCIAL’S AMAZING AI JOURNEY, ONE YEAR LATERAs part of a 16-episode Bankadelic series taped live at 2024's Money 20/20 in Las Vegas, Ed Maslavekas, CEO and Co-Founder of Bud Financial, returns to update us on everything that’s happened since he spoke with us at the 2023 convention. It’s in part a story of how one forward-thinking company cracked the code for integrating artificial intelligence into banking long before “AI” became the buzzword of the 2024 conference.2024-11-1922 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 14: HOW PAYONEER OUTPERFORMS IN SMALL BUSINESS GLOBAL PAYMENTSIn a series of podcasts taped live at 2024's Money 20/20 in Las Vegas, host Lou Carlozo brings you the latest from one of the premier financial services conferences in the world. On this episode, we chat with Kivanc Onan, SVP, Global Strategic Partnerships & Innovation at Payoneer, who shares about his efforts to expand the company’s market as it streamlines and simplifies payments worldwide, especially for small business and solopreneurs. Kivanc brings a unique perspective to global payments, as he’s worked on four continents—but not Antarctica (yet).2024-11-0819 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 13: A U.S. BANK LEADER TALKS SAVVY SMALL BUSINESS STRATEGYIn a series of podcasts taped live at 2024's Money 20/20 in Las Vegas (and in this case at The Venetian’s Dandelion Chocolate shop), host Lou Carlozo brings you the latest from one of the premier financial services conferences in the world. Rachel Castro, U.S. Bank’s SVP of Business Banking Go-to-Market and Strategy, covers a broad range of topics from ecosystem around Money 20/20 to U.S. Bank’s payments, software, and banking tech that services small business, an often overlooked market segment.2024-11-0822 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 12: ZETA’S TAKE ON CREDIT CARD INNOVATIONIn a series of podcasts taped live at 2024's Money 20/20 in Las Vegas, host Lou Carlozo brings you the latest from one of the premier financial services conferences in the world. On this episode Zeta’s Chief Marketing Officer Shashank Mehrotra shares key findings from Zeta’s new report on credit card programs, “The Future of Cards In Now.” He also brings us up to speed on the latest in its efforts to bolster the programs of U.S. banks and credit unions.2024-11-0819 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 11: VESTED MEETS PAYPAL: FEMALE FINANCE LEADERS TALK MARKETING TRENDSWhat are the top marketing and communications trends to look for in 2025? This Money 20/20 live session pairs two industry leaders: Binna Kim, Co-Founder and CEO of Group Vested and Amy Bonitatibus, PayPal’s SVP, Chief Corporate Affairs & Communications Officer. Together they look at some success stories and what the industry’s top storytellers can teach us.2024-11-0832 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 10: PAYMENTS, PAIN POINTS AND A SMART PATH TO JUMPSTART ACCOUNTSIn a series of podcasts taped live at 2024's Money 20/20 in Las Vegas, host Lou Carlozo brings you the latest from one of the premier financial services conferences in the world. Live from the Press Lounge, SwayStack CEO and co-founder Har Rai Khalsa covers a wide range of topics from the latest in payments to what fuels his self-styled mission to help banks and credit unions take back business from megabanks and neobanks.2024-11-0817 min
Bankadelic: The colorful side of financeEPISODE 169: FINTECH-O-LANTERN: THE THRID ANNUAL BANKADELIC HALLOWEEN SPOOKTACULARFrom deep within the haunted wood there arises a beast so powerful not even an AI trained to execute account openings can stop it. Join us as our three intrepid ghostbusters go on the hunt to stop such banking nonsense and instead wax wise on the tricks, treats and fearless forecasts look like as the year winds towards a close.
Our goovie ghoulie guests:
Lee Farabaugh, President, Monarch Professional Services Group
Barry Kirby, Co-founder, CRO, Union Credit
Stephanie Foster, Managing Director, ThinkTECH Accelerator, ICBA2024-10-3126 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EPISODE 4: A FEMALE FINANCIAL PR LEADER SPEAKS OUTIn a series of podcasts taped live at 2024's Money 20/20 in Las Vegas, host Lou Carlozo brings you the latest from one of the premier financial services conferences in the world. In this episode, Kerry Mullen, Vice President at Vested, tackles subjects ranging from what fabulous financial PR looks like to the leadership role of women in fintech as on display at the conference.
Disclosure: Lou Carlozo, the host of Bankadelic, is the fractional Editor in Chief of Qwoted, a platform operated by Vested.2024-10-2924 min
Bankadelic: The colorful side of financeEPISODE 166: A NEW AND BETTER WAY TO MEASURE SUCCESS WITH CUSTOMERSGlia's Lead Research Analyst Rick DeLisi returns to Bankadelic to introduce the 2024 Unified Interactions Index, which goes beyond measuring customer experience to also incorporate efficiency and effectiveness in contact centers. Using data from more than 3 billion customer interactions, the index represents a valuable tool to help financial institutions know where they stand among their peers. Rick also shares his views on how responsible AI plays out in the real world.2024-09-2727 min
Bankadelic: The colorful side of financeEPISODE 164: A FINTECH THOUGHT LEADER'S TAKE ON THE STATE OF PLAY 2024: PART TWOIt's part two of Bankadelic's discussion with Aditya Khandekar of Corridor Platforms, where he discusses the ins and outs of best-in-class decision intelligence within financial services. This fintech leader covers ground from the need for robust third-party assessment to organic loan growth -- and the hazards that can block it.2024-09-0622 min
Bankadelic: The colorful side of financeEPISODE 163: THE BANKADELIC BANK TO SCHOOL SPECIAL 2024Sharpen those No. 2 pencils, open your blue books and get ready for the lesson of the year, as four financial services savants talk about the year in banking: the standouts, those with the not-so-great grades, and the new lessons we all can take away as school season gets underway.
The honor roll:
Tyler Brantley, VP of Revenue, Core10
Landon Glenn, CEO and Founder, ASA
Wilder Rumpf, CEO and Founder, FinTron
Edward Vincent, CEO, SRA Watchtower2024-09-0329 min
Bankadelic: The colorful side of financeEPISODE 158: STARS AND SWIPES FOREVER--THE BANKADELIC JULY 4TH EXTRAVAGANZAThe Spirit of Independence lives on in this special episode, where our five guests wax patriotic on banking's breakthroughs, paths to improvement and causes for celebration worth raising the sparklers on high. Join them and our Dear Old Uncle Sam, who recites his freshly written preamble to the Banking Constitution.
Our Stars and Swipes guests:
Zach Duke, CEO, Finosec
Joshua Jordan, Digital engagement director, Jack Henry
Steve Kelley, Director of Market Strategy, Pulsate
Philip Paul, CEO, Cotribute
Keith Riddle, SVP, Business Development, Tyfone2024-07-0332 min
Bankadelic: The colorful side of financeEPISODE 154: THE BANKADELIC ENDLESS SUMMER 2024 SURFSTRAVAGANZAMemorial Day and the Summer of '24 are upon us, and so the Bankadelic crew is in search of hot sun, cool waves and excellent podcast fodder for banking’s sizzling season. What might the next three months hold? Where might the buzzkills be hiding? And why is there hope for all? Join your favorite lifeguard/podcaster Lou Carlozo as he chats with three vibrant guests:
Kimberly Clay, Founding Principal, Director of Marketing Research, Bancography
Tori VanCura-Rutland, Chief Growth Officer, HC3
Preetha Pulusani, CEO, DeepTarget2024-05-2426 min
Bankadelic: The colorful side of financeEPISODE 144: A FINTECH GURU, SERVANT LEADER AND CHIEF DABBLER MONKEY SPEAKS OUTWith 10 board memberships to his name and financial technology experience that stretches back 40 years—yes, 40—Tom Shen also has a track record as a successful entrepreneur and a reputation as nothing less than a guru. But Tom being who he is, he refers to himself as a “chief dabbler monkey,” and on this special episode of Bankadelic, he holds court on fascinating subjects, including the keys to responsible growth and the true meaning of “attract, hire and retain” top talent.2024-04-1037 min
Bankadelic: The colorful side of financeEPISODE 142: THE BANKADELIC VALENTINE'S DAY LOVEFEST 2024, PART TWOPart Two of our 2024 Bankadelic Lovefest Podcast delivers big time on the promise that love (of banking) conquers all. Join us as our four guests wax rhapsodic on crushes past, unsung heroes, and banking's future in this new year. It's more amour, Bankadelic style. Our guests:
Lee Farabaugh, President, Monarch
Scott Earwood, Director of Community Solutions, White Clay
Stephen Baker, CEO, Kinective
Jeff Grobaski, founder and CEO of Epic River2024-02-1626 min
Bankadelic: The colorful side of financeEPISODE 141: THE BANKADELIC VALENTINE’S DAY LOVEFEST 2024, PART ONEIt’s the first of two parts for this year's Bankadelic Valentine’s Day Lovefest, with three incredible guests dishing on everything from that first crush to what there is to adore about financial services in 2024. The Lovefests are among our most popular podcasts, and here to anchor Part One we’re proud to most affectionately present:
Ilona Limonta-Volkova, Investor, TruStage Ventures
Aditya Khandekar, CFA, President, Corridor Platforms India
Shannon Johnson, Touchless Lending Manager, Tavant2024-02-1421 min
Bankadelic: The colorful side of financeEPISODE 139: A THOUGHT LEADER'S QUEST TO BRING ORDER AND HEART TO BANKINGAs co-founder of True Digital Group., Patrick Sells has crisscrossed the country (and handed out countless baseball caps emblazoned with hearts) to get out the word on his self-styled mission to bring harmony to the vendor management landscape. A Bankadelic favorite, Sells returns to catch us up on his travels, the meteoric rise of True Digital -- and to share the story of the True Digital Love Hat.2024-01-3028 min
Bankadelic: The colorful side of financeEPISODE 137: FROM AI TO SVB REDUX, INFLATION TO FINTECH, OUR LOOK AT THE LATEST BANKING NEWSStephen Curry, the CEO at Endurance Advisory Partners, is one of the most thoughtful observers of banking, fintech and finance we’ve encountered on Bankadelic. He’s got the dulcet voice of a Southern gentleman to boot. In this very special episode, Lou and Stephen talk about all manner of financial current events. Is inflation finally tamed? Why on Earth is Silicon Valley Bank rebooting under its infamous name? Is AI a monstrous help or just a monster? Our resident sage explains it all for us and reveals to boot his two favorite vehicles for getting around as 2023 winds down.2023-12-2221 min
Bankadelic: The colorful side of financeBANKADELIC OUTTAKE: "SILENT NIGHT" BY JOHNNY DA BIGJohnny Da Big swears on his momma's lasagna that he ain't done nothin' wrong. But this rendition of "Silent Night" might be enough to land him in the joint for Assault of a Treasured Carol with the intent to Maim Melody. Listen at your own risk -- but then again if you don't listen, Bankadelic's resident wise guy may not be in the mood to deliver you any gifts ... except for the kind that tick, tick, tick. You know whad I'm sayin'?2023-12-2103 min
Bankadelic: The colorful side of financeEPISODE 136: THE FOURTH ANNUAL BANKADELIC HOLIDAY EXTRAVAGANZAWho's been naughty (aside from Sam Bankman-Fried)? And perhaps you have been nice, yes? No matter your holiday state of being, we're here with four fabulous guests to talk holiday ho-ho-ho, financial services style. What have been the highlights? The buzzkills? And what's the best gift the industry can hope for in the new year, aside from a limitless supply of fruitcakes?
Our Holiday Merry Makers:
Matt Wood, Head of Fintech Services, Tavant
Sarah Martin, CEO, Pulsate
Gary Lewis, Managing Director - Lending & Deposit Solutions, Jack Henry
Danielle Sesko, Director of Product Management and Innovation, TruStage2023-12-2127 min
Bankadelic: The colorful side of financeEPISODE 134: THE BANKADELIC BANKSGIVING 2023 FEASTIt’s that time of year when Bankadelic host Lou Carlozo sets the spread for a great holiday discussion—one that definitely beats waiting in line for Black Friday tchotchkes. Join us as our panel of pilgrims gives thanks for the gifts of 2023, talks about the news and hype side dishes they could do without, and looks ahead to a new year full of reasons to be grateful for as they continue to innovate in financial services. ... and ducks out just in time before Uncle Mortimer shows up with the Worst Holiday Jokes Ever.
Let us give thanks for:
Carrie Good...2023-11-2040 min
Bankadelic: The colorful side of financeEPISODE 132: THE SECOND EVER BANKADELIC HALLOWEEN SPOOKTACULARWhy do the trick or treating when ChatGPT can do it for you? Well, not so fast. But tech, payments and customer service are just a few of the topics our all-star panel tackles on this special holiday episode. They’re not handing out candy, but if you want to get up to date on the hot discussions of the day in financial services, they’ve got something way better.
Our guests, and their costumes:
* Anil Goyal, CEO, Corserv (The Fabulous Fintech Monster)
* Marcell King, Chief Commercial Officer, tyfone (Super Duper Solutions Man)
* Larry Pruss, Managing Director, Digital Assets Advisory Serv...2023-10-3132 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 2020 EP. 13: HOW PUTTING DATA FIRST PUTS CUSTOMERS, WORKERS AND INNOVATION FIRSTLive from Money 20/20, Bankadelic brings you the product leader at Tavant, Abhinav Asthana. The Silicon Valley products and solutions company has taken a data-centric approach that, while it may seem entirely numbers-driven, has proven beneficial in finding the best talent and providing the best innovation. Asthana discusses all that and Tavant's dedication to "positioning our clients to win."2023-10-2730 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EP. 12: HOW AN ENTERPRISE CRYPTO VISIONARY MAKES IT SAFE AND SIMPLEIn episode 12 of our Money 20/20 series, Bankadelic sat down with Laurence Latimer, the CEO and co-founder of Dinara, to talk about how he's rethought crypto for businesses. The idea is elegant in its simplicity but has taken a long time to crack: turning disconnected points in the enterprise cryptocurrency chain and uniting them into one smooth flow.2023-10-2736 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EP. 9: A SOFTWARE GURU'S PERSPECTIVE ON CARDS, PAYMENTS AND SPEEDBankadelic's Live from Money 20/20 series brings you an industry veteran whose work in software dates to 1993 and his time at Microsoft. Randy Kern, Chief Technology Officer at Marqeta, walks us through the many changes and seminal moments he's seen -- and shares how Marqeta's new credit card platform makes a step forward in an area still ripe for bank and consumer innovation.2023-10-2629 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EP. 6: THE FASCINATING PAST AND FEARLESS FUTURE OF INTERNATIONAL PAYMENTSIn the latest Bankadelic podcast from Money 20/20 in Las Vegas, Paul Dwyer, CEO of Viamericas, talks about remittances from their World War II-era roots to the present inflection point. A Harvard Law grad, Paul started Viamericas as a family business with his wife and brother-in-law--which explains in large part his determination to support business people in his network, and the everyday workers and families who rely on it.2023-10-2522 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EP. 8: THE NEXUS OF COMMUNITY BANKS AND INNOVATIVE CONNECTIONIn the next in a series of podcasts from Money 20/20 in Las Vegas, Bankadelic chats with Wayne Miller, SVP Innovation Programs at the Independent Community Bankers of America (ICBA). As Miller puts it, innovation doesn't necessarily equal sexy tech: It's also about relationships. He takes us through how ICBA is helping FIs to identify, develop and foster partnerships between community banks and fintechs.2023-10-2531 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EP. 4: HOW TYFONE'S TAG TEAM TURNS PAYMENTS AROUNDIn our ongoing Bankadelic podcast series from Money 20/20 in Las Vegas, Marcell King (left) and Keith Riddle talk about Tyfone's rise to leadership in payments. The company has tackled challenges from making instant payments accessible to addressing "faster payments means faster fraud." It's a lovely conversation with two men incredibly dedicated to their work and smart enough to get it done and then some.2023-10-2434 min
Bankadelic: The colorful side of financeEPISODE 125: BANKADELIC’S THIRD ANNUAL BANK TO SCHOOL SPECIALBankadelic’s “Bank to School” special episodes have ranked among our most popular over the years, and our five guests this time around raise the GPA to new heights. Join Professor Lou as he quizzes them about 2023’s teachable moments, the banking industry’s honor-roll-worthy innovations, their agendas for learning — and the best excuse each one had for not turning in their homework.
Our esteemed A students:
Ben Bays, VP of Enterprise Solutions, Praxent
Stephen Curry, CEO, Endurance Advisory Partners
Jeff Grobaski, CEO, Epic River
Brian Kass, President and Managing Director, TruStage Ventures
Kris Kovacs, President & CEO, Constellation Digital Partners2023-09-0531 min
Bankadelic: The colorful side of financeEPISODE 122: THE FIRST BANKADELIC INDEPENDENCE DAY FIREWORKS EXTRAVAGANZAIt’s Stars and Stripes and Fintech forever on this first-ever Independence Day special episode of Bankadelic. Our seven stars (and stripes) discuss a variety of topics riffing on the themes of freedom and “a more perfect union” — an engaging, wide-ranging chat that embraces topics from artificial intelligence to customer engagement and much, much more…. Our signers of the Declaration:
Stephen Baker, CEO, Kinective
David Benskin, CEO, Wealth Access
Paul Davis, Director of Market Intelligence, SRM
Liz Flowers, Head of Client Success, Lenders Cooperative
Lisa Gold Schier, Co-founder & Chief Strategy Officer at ASA
Barry Kirby, CRO, Union Credit
Lee Long, Chief Experien...2023-06-3037 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EUROPE EPISODE 4: FINLAND'S FINTECH MAVERICK CUTS LOOSE IN A SAUNAFor the first time, Bankadelic airs an episode taped in a combo sauna-podcast booth. Leave it to Monika Liikamaa, co-founder and co-CEO at Finland-based Enfuce, to bring on the heat. Her company didn't become Europe's leading Cards-as-a-Service fully cloud-based provider by pussyfooting. Nor does Monikka mince words, including the f-bombs dropped during this taping. Many were edited, but quite a few remain, so listener discretion is advised. What else to expect from a contrarian maverick spotted on the floor of Money 20/20 wearing a t-shirt that says "Get shit done"? Special thanks to Dave Wallace of "Dave and Dharm Demystify" fo...2023-06-1932 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EUROPE EPISODE 3: A STAR IN DIGITAL TRANSFORMATION AND PERSONAL INSPIRATIONIn the third of four episodes taped at Money 20/20 Europe in Amsterdam, Alina Timofeeva, Principal at London’s Oliver Wyman Digital Practice, shares her incredible personal and professional journey. Beginning as a Russian emigre knocking on the doors of countless employers, she’s risen to a Digital Transformation and Rising Star award winner at the 2021 Diversity in Tech Awards. Her views on topics from payments to fraud are razor sharp, and on the latter topic she’s got personal experience as well. Alina shares how she beat fraudsters in a case that made headlines in the UK. An unforgettable interview and a...2023-06-1523 min
Bankadelic: The colorful side of financeLIVE FROM MONEY 20/20 EUROPE EPISODE 1: WHERE BANKING, CRYPTO AND WEB3 MEETIn the first of four episodes taped at Money 20/20 Europe in Amsterdam, Bankadelic host Lou Carlozo and The Money Pot’s Rachel Morrissey present this exclusive interview with Michael Stroev, COO & Head of Product at Nebeus in Barcelona. Stroev goes in-depth to explain the untapped potential of banking at the crossroads of crypto, and how his company’s app and desktop platform are out to change finance, especially at the intersection of Web 3.02023-06-1432 min
Bankadelic: The colorful side of financeEPISODE 120: THE BANKADELIC ENDLESS SUMMER II SPECIALOnce again, the Bankadelic Lifeguards invite you to wax up your surfboards, grab your beach chairs and kick back for our Second Annual Endless Summer Special. Join our seven special guests as they discuss everything from the bright shiny future of fintech to their favorite summer songs (including one that three of our beach bums picked).
The guests:
Loughlin Cleary, president, Lenders Cooperative
Abrar Huq, Co-founder and Chief Revenue Officer, Arteria AI
Kevin Hurwitz, Managing Partner, Praxent
Vlad Lounegov, CEO, Mbanq
Kevin Lutts, Business Development Executive, True Stage Solutions
Shelly Nischbach, SVP, Verification Leader, Equifax Workforce Solutions
Ted Westhelle, director...2023-05-2639 min
Bankadelic: The colorful side of financeEPISODE 119 PART II: INSIDE THE NEW BMO BANK HQIn conjunction with Bankadelic's Anthony Hudson interview, we take you on an audio tour of the 17th floor of the new BMO Tower in Chicago, the headquarters of BMO Bank USA. It's one of the flashiest, classiest bank buildings anywhere in North America, with features that run the gamut from floor-to-ceiling windows to a walk-up IT desk, an idea that resulted from employee input.2023-05-2513 min
Bankadelic: The colorful side of financeEPISODE 117: TRUE DIGITAL INNOVATION IN BANKING WITH (YES) LOVEA recognized fintech leader, Patrick Sells isn’t afraid to wear his heart on his hat or talk about love in connection with financial services innovation. This Bankadelic regular and true maverick stops back to tell us about co-founding True Digital Group, his adventures on the company’s promotional bus, and how he’s working to create seamless connections between vendors and financial institutions, including credit unions.2023-05-0224 min
Bankadelic: The colorful side of finance"TIME AND TIDE": THE NEW BANKADELIC THEME SONG, APRIL 2023After three years, Bankadelic gets a new theme song! Enjoy this track, a funhouse mirror combination of James Bond theme, '60s pop and the playground mind of our podcast host. Thanks to Chuck Harling for drums; Lou Carlozo on everything else.2023-04-1304 min
Bankadelic: The colorful side of financeEPISODE 113: NO CENTS OF HUMOR: 18 MORE BANKADELIC SKITSJust in time for April Fools Day. ... Pulitzer finalist journalist, frustrated comic, suspect voice actor and Bankadelic host Lou Carlozo rounds up 18 of the oddest, dumbest and weirdest moments from his podcast vault. Join the unusual gang of Billie Holliday impersonators, executioners, Dad-joke morons and anyone else Lou could convince to stop by and give his otherwise serious banking show a badly-needed comedic lift. Note: No party animals were harmed in the making of this program.2023-03-3136 min
Bankadelic: The colorful side of financeEPISODE 112 and TWO-FIFTHS: THE FIRST PRANKADELIC APRIL FOOLS PODCASTAs a last-minute fill-in for Beyonce and her entourage, Bankadelic — nay, Prankadelic — brings you six guests from the fintech/banking world to talk about how the naysayers were fooled, what kind of distractions fooled the industry, and what gives cause for a giddy kind of optimism. Special thanks to our newest sponsor, George Santos, who underwrote this episode with his inheritance funds from the Steve Jobs estate.
Michael Ball, SVP Markets and Strategy, IMM
Amy Berger, Vice President, Solutions Specialist, Teslar Software
Jason Tinder, Head of Marketing, TabaPay
Susan Harden, Senior Solution Consultant, Mambu
Keith Riddle, CEO of the Americas, Bank...2023-03-3137 min
Bankadelic: The colorful side of financeSPECIAL EPISODE: WHO DROPPED THE BALL IN THE SILICON VALLEY BANK DEBACLE — AND WHAT'S NEXT?Were regulators asleep at the wheel? Did bankers get greedy for yield? Did depositors succumb to gossip and panic? Making sense of Silicon Valley Bank’s spectacular failure isn’t easy, which is why Bankadelic called in an industry expert: Chris Aliotta, the president and CEO of Quantalytix. Does Chris stick his neck out? No doubt — but with well-reasoned arguments and analysis to back up his views.2023-03-1727 min
Bankadelic: The colorful side of financeEPISODE 108: THE THIRD ANNUAL BANKADELIC VALENTINE'S DAY LOVEFESTLove is in the air. It's everywhere. Bankers care ... and fintechs dare. Here it is, the Third Annual Bankadelic Valentine's Day Lovefest, with seven guests discussing what they love about financial services in 2023, and why they adore what they do. An episode not to be missed, sweetheart.
Our V-Day A-Team:
Douglas Brown, President, Digital Banking, NCR
Lee Farabaugh, President, Core10
Ronald Herman, CEO, Sionic
Preetha Pulusani, CEO, Deep Target
Brad Tompkins, CIO, Vergent
Nina Vellayan, CEO, Engageware
Amy Winkelman, Product Specialist and Counsel at Compliance Systems2023-02-1441 min
Bankadelic: The colorful side of financeBANKADELIC OUTTAKE: "YESTERDAY" BY JOHNNY DA BIGIt's Bankadelic's resident wise guy, Johnny Da Big, crashing Lou's podcast to sing his heart-rending version of "Yesterday." Animals (the ones who heard it) were indeed harmed in the making of this track. But hey, this is Da Big's turf. Ya got a problem wit dat?2023-02-1403 min
Bankadelic: The colorful side of financeEPISODE 107: HOW A BRILLIANT HIRE BUILT A BANKING CULTUREThis episode of Bankadelic is a first, as we feature a case study involving a community bank and the company that filled a key position there. When Shane Smith of Bankerhire placed Miriam Siegel in Human Resources at Country Bank, it was just the beginning of a successful business relationship. Siegel, who is today Country Banks’s Chief Culture & Development Officer, discusses with Smith how the two have teamed up in an ongoing effort to take the institution’s culture to the next level.2023-02-1029 min
Bankadelic: The colorful side of financeEPISODE 103: THE THIRD ANNUAL BANKADELIC HOLIDAY EXTRAVAGANZAWe've got a boom box for your favorite holiday songs, a bonfire for the ones that get played to death, lots of hot toddy -- and seven fabulous financial services guests talking about the gifts 2022 gave us, the unexpected surprises, and what banking and fintech could look like by this time next year. Happy holidays!!!
Our guests:
Chris Aliotta, CEO, Quantalytix
Amy Berger, VP, Solutions Specialist, Teslar Software
Alex Franks, Director, Verification Services, Equifax
Joseariel Gomez Ortigoza, CEO, Shastic
Denny Howell, COO, Maollow
Mike Meeks, SVP of Software Development, BHMI
Mac Thompson, Founder and President, White Clay2022-12-2231 min
Bankadelic: The colorful side of financeEPISODE 101: OUR BANKSGIVING SPECIAL EPISODE EXTRAVAGANZABack for the third consecutive year, Bankadelic's Banksgiving is a feats of smart observations and lively repartee as five fintech superstars share what they're thankful for, the annoying side dishes of anxiousness they could do without, and how thy've tried to make a difference in 2022.
Our dinner guests:
Rick Delisi, Lead Research Analyst, Glia
Brian Kaas, President and Managing Director, CMFG Ventures
Rob Strickland, CRO, VeriFast
Brad Tompkins, CIO, Vergent LMS
Will Tumulty, CEO Rapid Finance2022-11-2234 min
Bankadelic: The colorful side of financeEPISODE 100: A BANKADELIC CENTURY CELEBRATIONWhat began as a humble coffeeshop experiment at the dawn of the pandemic has blossomed into a financial service podcast marking its 100th episode. Join us as we welcome back some favorite guests, podcast producers, a certain wise guy looking for the shakedown -- and give a glimpse into the Bankadelic future in 2023. This episode is dedicated to the late Stephen Schnall, founder and CEO of Quontic Bank.2022-11-0926 min
Bankadelic: The colorful side of financeEPISODE 97: THE SECOND ANNUAL BANKADELIC GOES BANK TO SCHOOL SPECIALIt’s been one rowdy summer, eh? Inflation, climate change, interest rate hikes… And yet there are reasons to smile: the continued rise of fintech, more ways to make customers happy, great steps ahead in the financial wellness picture. Join us as six stars of the fintech/banking scene weigh in on what they’ve learned, what gets them pumped and where the big tests lie ahead in 2022-’23.
Bring on the honor roll:
Nathan Baumeister, CEO ZSuite
Geoff Brown, CEO, Highline
Landon Glenn, CEO/Founder Asa Financial
Barry Kirby, SVP, CuneXus
Keith Riddle, CEO, BankiFi2022-09-0731 min
Bankadelic: The colorful side of financeEPISODE 90: BRINGING WEARABLES TO FINANCE: ONE BANK’S EMBRACE OF PAYMENT RINGS, WEB 3.0 AND MOREWhile some financial institutions are still trying to decide what color scheme to use on their web page, one bank has leapfrogged into a world that even the tech-savvy are just beginning to grasp. On this episode of Bankadelic, Quontic’s Aaron Wollner talks about how the New York City bank has rolled out a payment ring wearable and staked out territory in the metaverse that customers can experience for themselves. Taken with the bank’s Bitcoin Rewards checking, Quontic is embracing a banking future in a way to put them well ahead of even the most digital-savvy competition.2022-07-1623 min
Stocks for BeginnersLou Carlozo - Bankadelic | The colourful side of financeI want to share with you an episode of the Bankadelic podcast with Lou Carlozo – Contributor to the Wall Street Journal, Editor in Chief Qwoted Founder and CEO, Carma Productions Worldwide, creative polymath and like me a refugee from the humanities who somehow ended up communicating about finance. Lou kindly invited me onto his podcast and you may enjoy the change of pace and Lou’s uncompromising hilarity. If you’re into banking and finance, have a listen to Bankadelic! Lou is a fun host who leads engaging interviews with his expert guests. In this episode we talked about John K...2022-07-0923 min
Bankadelic: The colorful side of financeEPISODE 88: LET'S TAKE THE BITE OUT OF THE BEAR MARKETWith Wall Street reporting bad day after bad day, jittery investors are experiencing panic and irrational anxiety they haven’t felt since the Great Recession. Enter a voice of reason and the voice behind some of Australia’s most popular financial podcasts to set us Yanks straight. Philip Muscatello -- creator-host of “Shares for Beginners,” “Stocks for Beginners,” and “The Equity Investor Journey” to name a few --shares how he got into the investment game and what financial advisors can take to their clients to reassure them at a time of crisis. And a bit of summer kickback, Lou and Phil chat about...2022-06-2826 min
Bankadelic: The colorful side of financeEPISODE 87: INTO THE GREAT WIDE OPEN OF OPEN BANKINGWhat it’s taken regulation to achieve in Europe, the U.S. is doing through the forces of market to make open banking a key differentiator among financial institutions. But what is open banking exactly? How does it work? And why should financial institutions, especially on the community level, explore the myriad possibilities? Lee Wetherington, Senior Director of Corporate Strategy at Jack Henry & Associates, walks us through everything you need to know about how open banking will promise revolutions like nothing else that’s come before it. A huge Prince fan and unsung comedic talent who sings like Billie Holiday, Lee...2022-06-1327 min
Bankadelic: The colorful side of financeEPISODE 86: THE BANKADELIC ENDLESS SUMMER SPECIALWax up your surfboards! Pass the barbecue sauce! Check the cloud software to make sure it offers a customized digital solution for ambitious banks and credit unions! Who says financial institutions can’t enjoy a sweet season of possibilities? This special episode presents six leaders in fintech, payments and innovation to talk about banking’s season of light, heat and positivity as Summer 2022 kicks into gear.
Our guests (presented alphabetically and not in order of their surfing ability):
JD Crouch, Director of Business Development, Lokyata
Chris Doner, CEO, Access Softek
Gregg Hammerman, CEO, Larky
Shawn Kruger, SVP, Avivatech
Casey Scheer, Dire...2022-06-0132 min
Bankadelic: The colorful side of financeEPISODE 83: WINNING THROUGH GAMING: HOW FIs DRIVE DIGITAL GROWTHDigital became a mighty buzzword during COVID, but sustained digital growth often got lost in the process. That was — and is —particularly true when it comes to the learning experience platforms that make experts out of employees, and delighted repeat customers out of consumers. John Findlay, CEO of LemonadeLXP, shares how game-based training and marketing holds the key to driving digital adoption, fluency and transformation.
This special episode comes by way of Bankadelic’s sister podcast, Dave & Dharm Demystify. Many thanks to Dave Wallace and Dharmesh Mistry.
LemonadeLXP is a proud sponsor of Bankadelic.2022-04-2826 min
Bankadelic: The colorful side of financeEPISODE 81: FIGHTING FOR TALENT (AND WINNING) IN THE GREAT RESIGNATIONBusinesses everywhere face the reality that talent competition is at an all-time high, with a smaller pool of applicants demanding better treatment. Yet if the pendulum swings back, as many predict it will, financial institutions can’t return to business as usual. Shane Smith, Founder and Recruiter at Bankerhire, talks about how successful FIs have adjusted to the new reality to leverage digital and cultural advantages. As for the Great Resignation trends, don’t expect them to end soon—but there are ways to approach the old formula of attract-hire-retain more thoughtfully and creatively in a world defined by pandemic and in...2022-04-2026 min
Bankadelic: The colorful side of financeEPISODE 80: BRINGING LOAN MANAGEMENT INTO A BREAKTHROUGH ERAGiven their disparate silos of data and an inability to utilize and strategize it, financial institutions are leaving money on the table in all sorts of ways. This week on BankaDelic, Christopher Aliotta of Quantalytix talks about a new approach loan management software that his company has just unveiled. As a career banking professional with a background in coding, Alliota has worked to bridge the two worlds of traditional financial services and fintech—this latest breakthrough a culminating example of how technology, applicability and practicality can co-exist peacefully and profitably.2022-03-3024 min
Bankadelic: The colorful side of financeEPISODE 79: HOW BUSINESSES WIN THROUGH THE DIGITAL CUSTOMER SERVICE REVOLUTIONFinancial institutions and businesses of all kinds can no longer count on a voice-activated system—or even live agents—as exclusive means to solve customer problems. Enter Glia’s Rick DeLisi, who has a new book out, “Co-Author of "Digital Customer Service: Transforming Customer Experience for an On-Screen World” (Wiley). In it, DeLisi makes a compelling case for a greater unity between the screen, the phone and the customer service rep. Much of it boils down to having key information ready to share between those points at digital speed. It’s an encore appearance for DeLisi after one of this year’s most...2022-03-2525 min
Bankadelic: The colorful side of financeEXCLUSIVE: YURIY MATSARSKY, EPISODE 2: A JOURNALIST-TURNED-FIGHTER DESCRIBES LIFE IN KYIVPart two of the Qwoted interview series (hosted here on the Bankadelic page), where Ukrainian journalist Yuriy Matsarsky continues his account of life in the capital. Believe it or not, coffee shops are reopening as outclassed Russian troops founder on the outskirts of town.2022-03-2127 min
Bankadelic: The colorful side of financeEXCLUSIVE: A UKRAINIAN JOURNALIST TAKES UP ARMSI wanted to post another Bankadelic episode this week. But the events in Ukraine made it impossible for me to follow thorough. Instead, I'm posting the interview I did moments ago (in my capacity as Qwoted's Editor in Chief) with Yuriy Matsarsky, a Ukrainian journalist who has decided to go from covering the news to being part of it. He talks about what moved him to take up arms with his people, and shares with the world his pleas for action beyond sanctions.2022-03-0418 min
Bankadelic: The colorful side of financeEPISODE 76: THE STATE OF FINTECH FROM THE CAPITAL OF FINTECH: TWO LONDON SUPERSTARS WEIGH INDave Wallace and Dharmesh Mistry, two rockstars in London's fintech scene, have just celebrated the 50th episode of their podcast, Dave and Dharm Demystify, Bankadelic's sister show. To mark that milestone, the Two Ds check in to talk about a powerful triangle that will shape (and shake) banking in the years ahead: hyperpersonalization, decentralization and inclusion. Be sure to check out check out Dave and Dharm Demystify on Soundcloud.2022-02-1730 min
Bankadelic: The colorful side of financeEPISODE 75: THE SECOND ANNUAL BANKADELIC VALENTINE'S DAY LOVEFESTEveryday is a lovely, lovin’ day at Bankadelic, but no more so than when Cupid comes out to shoot his arrows at the heart of what matters in banking and fintech 2022. Join us for this special episode as our five guests share their love for what’s making this a great year so far—and dish the tough love when it comes to things that need to change. Added bonus: Each panelist will talk about that first crush, which we’re sorry to say just didn’t work out—even if the rest of their lives did.
Our guests:
Will Bryant – Co...2022-02-1427 min
Bankadelic: The colorful side of financeEPISODE 72: LAUGHING ALL THE WAY TO THE BANK: 15 MORE BANKADELIC SKITSA surfer dude. A mobster of questionable intellect. A psychedelic pole dancer. And a British executioner-turned-fintech lord from the 18th century. They have absolutely nothing to do with financial services, but all of them appeared in Bankadelic skits in the last half of 2021. It’s time, then, to ring in the Lou Year with a review that captures 15 of the greatest, lamest skits ever produced for a banking podcast. We can assure that absolutely no brain cells were used in the making of this Bankadelic “best of” episode ... though “best of what” remains open to debate.2021-12-3133 min
Bankadelic: The colorful side of financeEPISODE 71: THE SECOND ANNUAL BANKADELIC HOLIDAY EXTRAVAGANZAFor the second straight holiday season, Bankadelic has assembled a cast of animated, effervescent and informed fintech/financial services leaders to pass the virtual eggnog, talk about the gifts of an incredible year, and share their enthusiasm for what they’re looking forward to in 2022. Disclaimer: Ebenezer Scrooge has not endorsed this podcast, not that we asked him. Second disclaimer: No holiday fruitcakes were harmed in the making of this episode.
As much as Lou loves unwrapping the booty, rest assured: Your presence is the present. Our guests…
Kevin Hurwitz, Managing Partner, Praxent
Eric Dotson, EVP, Aptys
Nathan Baumeister, CEO, ZSui...2021-12-2333 min
Bankadelic: The colorful side of financeSPECIAL EPISODE: A BANKADELIC BANKSGIVINGPass the carving knife, the cranberry sauce and an extra heaping helping of what we’re thankful for in 2021—personally and professionally—while looking ahead to how we’ll build on the blessings in financial services. A superstar panel of five finance leaders will guide us on the pilgrimage .. and share memories of their oddest Thanksgiving vittles ever.
Meet our dinner guests:
Amy Berger, Vice President, Solutions Specialist – Teslar
Sidra Berman, CMO - Engageware
Jill Homan, President – Deep Target
Johanna Pugh, Managing Director – North America, Mambu
Brad Tompkins, CIO – Vergent2021-11-2338 min
Bankadelic: The colorful side of financeBLACK FRIDAY, THE BANKADELIC BANKSGIVING THEMEThis finance-themed shopping ditty, commissioned for the WalletPop personal finance web page, became a hit soundtrack for a YouTube video shot in NYC. It's featured in Bankadelic's 2021 "Banksgiving" podcast. Music written, produced and performed by Lou Carlozo, with drums by Chuck Harling. (Photo: Daily Mail)2021-11-2303 min
Bankadelic: The colorful side of financeSPECIAL EPISODE: TRICK OR TECH: THE BANKADELIC HALLOWEEN SPOOKTACULARIn 2021, the financial services world saw a lot of tech jargon and goblin-de-gook, as well as Great Pumkins carrying lots of promising fintech goodies. In a conversation so engaging it's scary, Bankadelic hosts five financial all-stars to talk about the hype, the hope and all things tech that took center stage in 2021--whether they deserved to or not.
Our guests:
Paul Davis of Strategic Resource Management
Danny Piangerelli of Sensibill
Martina Schubert of LenderClose
Cyrus Taheri of Mambu
and Steven Ward of CSI2021-10-2830 min
Bankadelic: The colorful side of financeEPISODE 64: TAKING CUSTOMER ENGAGEMENT TO THE NEXT LEVELEven with a financial services landscape competitive as ever, misperceptions about the fine points of customer experience and customer engagement refuse to go away. But knowing how they compare and contrast is essential to succeeding in business on every customer-facing level. On this episode of Bankadelic, Engageware CEO Bill Clark explores these fine distinctions, casting new light on the power of relationships. He also explains what it takes to grasp consumer needs on a deep level—and how his company helps financial institutions do it.2021-10-2621 min
Bankadelic: The colorful side of financeTHE BANKADELIC GOES BANK TO SCHOOL SPECIALSharp pencils, sharp minds, sharp first-day-of-school wardrobe. It's time for Bankadelic to go Bank to School, as our four-guest panel helps us figure out what we've learned in 2021, and what we need to learn to graduate the Financial Services Academy with honors. Rich Longo of Mambu, Jill Homan of Deep Target, Mickey Goldwasser of Payrailz and Izabella Gabowicz of Sensibill will show us what they've learned. And no cheating, folks: There will be a test after this podcast--of the industry, that is.2021-09-0630 min
Bankadelic: The colorful side of financeEPISODE 55: DATA, FINANCIAL WELLNESS AND PUTTING CUSTOMERS FIRSTThe Wells Fargo scandal of 2016 marked a low point in the quest for banks to lut people ahead of profits. Then came the COVID-19 pandemic, and the all-hands-on-deck rush to help consumers and small businesses. One of Bankadelic’s favorite tag teams, Doug Brown of NCR (let) and Corey Gross of Sensibill, return to talk about the exciting developments in data, 2021 style. It all points to a laudable goal that the financial services industry is embracing like never before: financial wellness.2021-07-2220 min
Bankadelic: The colorful side of financeEPISODE 53: THE C-SUITE 16: BEST OF THE BANKADELIC SKITSOver 50 episodes, our humble podcast has dedicated itself to bringing your fresh, compelling perspectives on financial services. That’s definitely not what we’re doing here. In a nod to host Lou Carlozo’s past life as a lead guitarist in a 1980s South Jersey hair band, The Bankadelic Brainless Trust has assembled 16 of our lamest, greatest skits from past episodes. Join Lou and special guest Johnny Da Big as they take a look back at a year’s worth of fake banks, bizarre back offices and the fintech fantasies that reveal our host for who he truly is: a legend i...2021-07-1024 min
Bankadelic: The colorful side of financeEPISODE 45: DIVERSITY, TECHNOLOGY & FRAUD PREVENTION: A CITI LEADER WEIGHS INThe fight against fraud. The push for workplace diversity. The battle to bank in the face of a pandemic. It's difficult to imagine three hotter topics for financial services in 2021—let alone one person whose work embraces them all. Enter this week’s guest on Bankadelic: Titi Cole of Citi. Titi serves as Head of Operations & Fraud Prevention, Chief Client Officer, and Global Diversity & Inclusion Champion for Citi’s Global Consumer Bank. And on this episode, she shares an insider’s look at how her financial institution has faced the unprecedented challenges facing the industry today.2021-04-2223 min
Bankadelic: The colorful side of financeEPISODE 43: BANKADELIC TURNS ONE--A LOOK BACK WITH JASON HENRICHSIn March 2020, the Bankadelic podcast took to the air for the first time. Little was known about the novel coronavirus at the time ... and in Episode One, Jason Henrichs of the Alloy Labs Alliance tried to help all of us in financial services make sense of the chaos. One year later, Henrichs returns to talk through the changes that have since swept banking in areas from tech adoption to reconsidered mission.2021-04-0120 min
Bankadelic: The colorful side of financeSPECIAL EPISODE: WE (HEART) BANKING: THE BANKADELIC VALENTINE'S DAY LOVEFESTHere at Bankadelic, we (heart) banking — and so do the six guests assembled on this special episode. Though 2020 was the toughest of tough years, there was still much to celebrate in terms of how the fintech community stepped up to go above and beyond when customers and banks needed it most. This episode is a mix of exciting memories, enticing propositions for 2021 — annnnnnnnd, love poems along with favorite love songs from every single one of our special guests.
Nathan Baumeister: CEO at ZSuite Technologies
Nicole Harper: Sr. Analyst and Manager, Strategy, Jack Henry & Associates
Kathleen Lasco: Managing Principal, Lasco Business Advi...2021-02-1241 min
Bankadelic: The colorful side of financeEPISODE 32: LOOKING AHEAD TO 2021 ON THE BANKADELIC HOLIDAY EXTRAVAGANZA (part 2 of 2)Bankadelic returns for the second half of its holiday hoe-down, featuring 11 special guests from the financial services world. In Part Two they opine on what’s ahead in 2021 and share some lessons they'll carry with them into the new year. Special thanks to the William Mills Agency for making this two-part episode possible. Happy holidays!
Michael Ball, Vice President of Markets and Strategy, IMM
Nathan Baumeister, CEO, ZSuite
Marcie L Bomberg-Montoya, Principal – Strategic Advisory Services Leader, Wipfli
Jerry Craft, CEO, CorServ Solutions
Jill Homan, President, DeepTarget
Dave Hunkele, Chief Strategy Officer and Advisor, Finzly
Bob Kottler, Executive Vice President and Chief Revenue Of...2020-12-2431 min
Bankadelic: The colorful side of financeEPISODE 31: THE FIRST ANNUAL BANKADELIC HOLIDAY EXTRAVAGANZA (part 1 of 2)Since we’re in a giving mood, Bankadelic presents not one, not two, not four but ELEVEN special guests from the financial services world to share what they saw as 2020’s bright spots—and yes, there were more than a few in an otherwise tough year. They’ll also divulge their favorite holiday songs, explaining what makes their pick special. Special thanks to the William Mills Agency for making this episode possible. Happy holidays!
Michael Ball, Vice President of Markets and Strategy, IMM
Nathan Baumeister, CEO, ZSuite
Marcie L Bomberg-Montoya, Principal – Strategic Advisory Services Leader, Wipfli
Jerry Craft, CEO, CorServ Solutions
...2020-12-1833 min
Bankadelic: The colorful side of financeEPISODE 23: THE TRAGEDY OF BANKING… AND THE HAPPY ENDINGTraditional bankers, including those on the community banking level, often get confused by the roles technology, talent and culture should play in their success. Often the result adds up to a lack of vitality, vision and courage. Patrick Sells, the Chief Innovation Officer at Quontic Bank, has created something entirely different.On this episode walks up through the four principles the have made Quontic a forerunner in cracking—and rewriting—the banking/culture/technology Sells was named Digital Banker of the Year 2020 by American Banker and Quonitc is a proud sponsor of Bankadelic.2020-09-2220 min
Bankadelic: The colorful side of financeEPISODE 20: BANKADELIC AND THE COVID-19 FILES PRESENTS THE PPP MYSTERYThroughout the COVID-19 pandemic, financial assistance via the Paycheck Protection Program has been tough to sort out for … just about everyone. Now, imagine what it’s like to be a fintech, working with community banks, that’s trying to solve the PPP mystery and find a wealth of opportunity. Joe Ehrhardt, founder and CEO of Teslar Software, takes us through what he’s learned, what he’s learning and how this historic program’s effects will be felt long after the last dollar is lent out.2020-08-2018 min
Bankadelic: The colorful side of financeEPISODE 15: KILLER SOCIAL MEDIA THAT HELPS BANKS WINPart sales science part art, mastering social media in a way that’s savvy and compliant for financial services institutions—and their customer-facing sales teams—involves much more than plopping up a Facebook page and calling it good. Doug Wilber, CEO of Denim Social, takes us through the steps that can help banks soar, even (or especially) in the midst of the COVID-19 pandemic. Also featured: The Ultimate Fintech Rap Battle between Chris Skinner (author of The Finanser blog) and MC Lou Carlozo of Bankadelic.2020-07-1419 min
Bankadelic: The colorful side of financeEPISODE 14: WOMEN, BANKING AND THE PATH TO SUCCESS (part two)How would the women banking leaders of today encourage the female leaders of tomorrow? In the second of two parts, Bankadelic producer and Chicago-based entrepreneur Jennie Ellman interviews four gifted, successful leaders in banking. From upper left, clockwise: Jill Homan, president of DeepTarget; Kim Snyder, founder and CEO of KlariVis; Kathleen Craig, founder and CEO of HT Mobile Apps; and Lena McDearmind, COO and co-founder of Artis Technologies.2020-07-0719 min
Bankadelic: The colorful side of financeEPISODE 13: WOMEN, BANKING AND THE PATH TO SUCCESS (part one)Women are leaders. Women are innovators. Women are doers. Yet the financial services world often overlooks--or even ignores, in favor of balance sheet obsession--how women bring exceptional abilities in listening, empathy and community building to the table. In the first of two parts, Bankadelic producer and Chicago-based entrepreneur Jennie Ellman interviews four gifted, successful leaders in banking. From upper left, clockwise: Jill Homan, president of DeepTarget; Kim Snyder, founder and CEO of KlariVis; Kathleen Craig, founder and CEO of HT Mobile Apps; and Lena McDearmind, COO and co-founder of Artis Technologies.2020-06-2920 min
Bankadelic: The colorful side of financeEPISODE 1: BANKING AND THE CORONAVIRUSAs the coronavirus spreads, so too does its effect on the financial world, now felt everywhere from the far-flung corners of the globe to the local corner bank. Join us on Bankadelic's maiden voyage as fintech expert Jason Henrichs, CEO at Alloy Labs Alliance, offers timeless wisdom for troubled times.2020-03-1919 min
Bankadelic: The colorful side of financeBANKADELIC THEME SONG FULL VERSIONThis is the full version of the Bankadelic Theme Song, written, performed, produced and mixed by Lou Carlozo, host of the podcast. Enjoy!2020-03-1903 min