Podcasts

Listen to the latest podcasts from The Purposeful Banker.

  • 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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  • A Look Back at Commercial Pricing in 2021

    A Look Back at Commercial Pricing in 2021

    Taking a look back at how the commercial pricing story unfolded over the course of 2021: where things started, what happened along the way, and where we stand now as we head into 2022.

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  • A Commercial Banking Retirement Wave ... or Tsunami?

    A Commercial Banking Retirement Wave ... or Tsunami?

    A generation of commercial bankers is rapidly moving toward retirement. What steps does the industry need to make to lessen the impact of this impending talent crunch?

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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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  • What the Data Tells Us About Primacy

    What the Data Tells Us About Primacy

    We look at insights from the PrecisionLender database, as well as polls conducted with commercial bankers, to see what they tell us about Primacy - its importance, its challenges, and its impact.

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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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  • What's Driving the Recent Flurry of Regional Bank M&A?

    What's Driving the Recent Flurry of Regional Bank M&A?

    Big-bank M&A deals are at their highest levels since the late 90's. In this episode we explore the factors that are pushing more and more and regional banks to join forces.

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  • Why Pirates and Dull Knives Matter in Commercial Banking

    Why Pirates and Dull Knives Matter in Commercial Banking

    How can your bank keep the competition from raiding your deals? And are the processes your bank puts in place to guard against bad deals actually doing more harm than good?

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  • Why Is Primacy so Popular at Commercial Banks?

    Why Is Primacy so Popular at Commercial Banks?

    Why are so many bankers talking about "Primacy" these days? Dallas Wells explains the reasons behind this commercial banking trend.

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  • Can Your Commercial Bank "Get" the Price It "Sets"?

    Can Your Commercial Bank "Get" the Price It "Sets"?

    Revisiting an oldie-but-goodie topic. Banks spend a lot of time and effort on "setting" the price they want for each commercial deal. But do they "get" the price they set? And if not, then why?

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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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  • 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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  • What Does "Primacy" Mean for Commercial Banks?

    What Does "Primacy" Mean for Commercial Banks?

    Primacy is a buzzword at a lot of commercial banks these days, but what does it mean, exactly? What truly determines primacy? And what do banks need to do to achieve it?

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  • The Case for Booking Low-Margin Loans

    The Case for Booking Low-Margin Loans

    In the current commercial banking environment, is there a case to be made for booking deals even if it means giving on margin and coming in below return targets?

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  • The Crucial Final Cross-Sell Step

    The Crucial Final Cross-Sell Step

    Bankers often use the promise of additional cross-sell to make commercial loan deals work. But those promised accounts often never show up. Why do banks struggle so much with this critical final step?

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  • Merger Concerns and Loosening Credit Standards

    Merger Concerns and Loosening Credit Standards

    Is there a potential downside to adding scale via mergers? And after tightening standards in 2020, how far is the pendulum swinging now toward looser credit standards?

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  • What Does "Relationship Banking" Really Mean?

    What Does "Relationship Banking" Really Mean?

    Every bank says it's a "relationship bank," but their actual relationship profitability often looks quite different. We share some of those stories, as well as ways they can improve performance.

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