Digital Transformation

Learn how the world's leading banks are navigating digital transformation projects and how you can ensure success.

  • At the Intersection of Treasury and Technology

    At the Intersection of Treasury and Technology

    Dallas Wells talks with Ben Cash from the Q2 product team about the expanding role of technology in treasury and cash management.

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  • The Case for Adaptability in Banking

    The Case for Adaptability in Banking

    Alex Habet shares some perspective around a replay of a timeless Leda Glyptis talk on digital transformation In advance of her session at the upcoming BankOnPurpose leadership conference.

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  • The Meteoric Rise of ChatGPT and the Future of AI

    The Meteoric Rise of ChatGPT and the Future of AI

    In this episode of The Purposeful Banker, Alex Habet replays an intriguing panel discussion from CONNECT 23 about the practical applications of AI in banking, both in the short and long term.

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  • 2023 State of Commercial Banking Preview

    2023 State of Commercial Banking Preview

    In this episode of The Purposeful Banker, Alex Habet welcomes Gita Thollesson to discuss some of the takeaways from Q2’s State of Commercial Banking 2023 Market Analysis.

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  • Doing Digital: A Modern Bank's Guide to Thrive

    Doing Digital: A Modern Bank's Guide to Thrive

    In this week’s podcast, Alex Habet shares a replay of a panel discussion of bank executives and Q2’s Katharine Briggs about the role digital plays in their organizations.

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  • What Are SMBs Saying About Their FIs?

    What Are SMBs Saying About Their FIs?

    In this episode, Alex Habet sits with Dean Jenkins to discuss the takeaways from recent research into what small businesses say they need from their FIs and what they’re not getting today.

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  • Part Two: Winning With SMBs Is About More Than Just Technology

    Part Two: Winning With SMBs Is About More Than Just Technology

    In this week's podcast, Dallas Wells and Alex Habet continue their conversation about how financial institutions can best serve small businesses. There's no question that inserting technology into a r

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  • Winning With SMBs Is About More Than Just Technology

    Winning With SMBs Is About More Than Just Technology

    In this installment of The Purposeful Banker, Dallas Wells and Alex Habet get real about what it takes to serve today's small businesses.

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  • What a Long Strange Trip ...

    What a Long Strange Trip ...

    It's Jim Young's final appearance! He marks the occasion with Dallas Wells by going back to the beginning, more than six years ago, and comparing what commercial banking was like then, vs. now.

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  • First National Bank of Omaha increased RM Salesforce usage 30x

    Learn how ››
  • SMB Lending: What the Economist's Survey Says

    SMB Lending: What the Economist's Survey Says

    Discussing the findings in the Economist's recent report: "What Is Shaping the Ecosystem of Small Business Lending?" It's based on a global survey of lenders from traditional FIs and fintechs.

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  • State of Commercial Banking 2022: Sneak Preview

    State of Commercial Banking 2022: Sneak Preview

    Gita Thollesson provides a look at what some of the insights coming up in the State of Commercial Banking: Jan. 2022 Market Analysis webinar and report.

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  • Introducing YieldBuilder and the BCG/Q2 Partnership

    Introducing YieldBuilder and the BCG/Q2 Partnership

    Discussing the recent BCG/Q2 partnership, as well as YieldBuilder - the product jointly developed by the two companies - and the impact it will have on the commercial banking industry.

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  • How Banks Are Tackling the Primacy Challenge

    How Banks Are Tackling the Primacy Challenge

    We invited top bankers from around North America, to share what we’re seeing in the market data and to hear how banks are tackling the challenge of Primacy. Here's a recap of that conversation.

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  • Spreadsheet Shortcomings at Your Bank

    Spreadsheet Shortcomings at Your Bank

    Spreadsheets are useful, but are often tasked by banks to perform tasks beyond their capabilities. In this episode we look at spreadsheet shortcomings and the ways they could be harming your bank.

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  • When Metrics Go Awry in Commercial Banks

    When Metrics Go Awry in Commercial Banks

    Banks are great at measuring all sorts of things, but which metrics are helping them improve performance and which ones are just ... trivia? ​ A look at where commercial banking metrics often go awry.

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  • Anxieties and Opportunities in Commercial Banking

    Anxieties and Opportunities in Commercial Banking

    Are some of the pricing and structuring tactics being used in the commercial banking market lately a sign of growing anxiety, or perhaps potential opportunities?

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  • Commercial Deal Collaboration: The Treasury Management Perspective

    Commercial Deal Collaboration: The Treasury Management Perspective

    In our latest discussion about commercial deal collaboration, we shift the focus to the Treasury Management perspective and explore how Treasury officers view the collaboration process.

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  • Is True Commercial Deal Collaboration Possible?

    Is True Commercial Deal Collaboration Possible?

    Banks need better collaboration on commercial deals in order to win coveted deals and improve profitability. But as we discuss in this Purposeful Banker episode, that's much easier said than done.

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  • The Connected Commercial Tech Experience

    The Connected Commercial Tech Experience

    What's involved in creating a connected commercial lending experience? What pieces need to be put together and what happens when those connections are made? Find out in this FAQ.

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  • Connecting the Commercial Banking Tech Stack

    Connecting the Commercial Banking Tech Stack

    Previewing the webinar, "Connecting Commercial Banking Technology," discussing why banks are focusing on building end-to-end commercial tech stacks and how PrecisionLender connects the key pieces.

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