Firmer Ground from SRM
Welcome to Firmer Ground from SRM, a podcast exploring key topics and actionable takeaways for leaders in the financial services industry. Every episode we produce features experts from the world of banking and financial services, including SRM thought leaders, executives at future-thinking financial institutions, and other experts from all corners of the industry. Learn more about us at https://srmcorp.com/
Episodes
14 episodes
Injecting Startup Thinking Into Financial Institutions with Steven Van Belleghem
In this episode, we’re joined by Steven Van Belleghem, Customer Experience expert, author, and keynote speaker, as well as the co-founder of nexxworks in Belgium. Steven is also a member of the SRM International Advisory Board, and on this epis...
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Season 2
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Episode 3
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35:19
2024 Commercial Payments Overview and Trends
In this episode, we speak with Dean Nolan, SRM's Managing Director of Commercial Payments. Dean brings 25+ years of experience in payments and financial services to SRM, having held leadership positions in payments strategy, innovation, product...
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Season 2
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Episode 2
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43:16
The State of Fintech with Charles Potts of the ICBA
In this podcast, we discuss technology and innovation with a fintech veteran, Charles Potts with the Independent Community Bankers of America. In addition to serving as the ICBA’s Chief Innovation Officer, Charles oversees the association’s Thi...
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Season 2
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Episode 1
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28:21
Power Dynamics in the Financial Services Industry with Teresa Freeborn
In this podcast, we speak with author, keynote speaker, entrepreneur, and former Credit Union executive Teresa Freeborn about her background in financial services, the continuing challenges women leaders face in the workplace, and the motivatio...
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Season 1
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Episode 11
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42:43
The State of Community Banking with Gary Findley
In this podcast, we speak with one of the preeminent voices in California Banking, Gary Steven Findley. Born into a banking family and now with 50+ years of hands-on experience in the banking industry, Gary shares his insights with us on the cu...
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Season 1
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Episode 10
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45:42
Rethinking Customer Experience Tracking and Performance Metrics for FIs
In this podcast, we speak with our colleague from SRM Europe, Pete Bainbridge. Pete is one of our Senior Consultants based in the UK. He brings 2+ decades of experience in customer and business insights for financial services clients, having pr...
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Season 1
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Episode 9
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41:23
Responsibility, Growth & Innovation in the Credit Union Movement with the NCUA’s Rodney E. Hood
In this podcast, we speak with the Honorable Rodney E. Hood, the 11th Chairman of the National Credit Union Administration (from 2019 to 2021), NCUA board member, and now Board Chair of NeighborWorks America, a non-profit focused on affordable ...
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Season 1
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Episode 8
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37:54
Assessing the Maturity Scale in Today's Banking Environment
In this podcast, we speak with our colleague Simon Rose. Simon is SRM Europe's Consulting Director based in Durham, England. He works directly with bank and credit union clients on matters of organizational design and technology strategy. Simon...
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Season 1
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Episode 7
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33:08
Balancing Risk & Innovation with SRM's Josh Herman
In this episode, we chat with our colleague, Josh Herman. Josh is a Director in our Digital Assets Advisory team and works with our clients to prepare their institutions for the future of banking. He brings a unique perspective as a former NCUA...
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Season 1
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Episode 6
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33:44
Credit Union Trends, Milestones & Innovation Chat with Travis Frey
In this episode, we chat with our friend and client, Travis Frey, Chief Technology and Security Officer at Dover Federal Credit Union in Dover, Delaware. Mr. Frey has spent more than 20 years in the credit union industry and brings a unique per...
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Season 1
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Episode 5
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40:53
Adopting a Security-First Mindset for Credit Unions
In this episode, we speak with Cynthia Schroeder of Sievewright & Associates, an SRM Company, about a topic she knows very well as both a credit union executive and a university professor. Cynthia shares her insights on the latest cybersecu...
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Season 1
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Episode 4
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32:45
The Tokenization of Everything
In this episode, Paul Davis speaks with SRM’s digital assets expert Larry Pruss about the digitization of money, how financial institutions and other industries continue to innovate on blockchain, and how the tokenization of everything is inevi...
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Season 1
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Episode 3
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22:38
ChatGPT and Large Language Model Use Cases for Financial Institutions
In this episode, our AI subject matter expert Connor Heaton discusses the topic everyone’s talking about – OpenAI’s ChatGPT and similar AI large language models. Following a surge of investment and interest in AI tech and startups, Connor expla...
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Season 1
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Episode 2
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39:00
Sidecar Core Strategy 101
In this episode, we speak with SRM’s core expert, Jeff Ostheimer, to understand what he means when talking about sidecar core strategies and why this approach has become popular among banks and credit unions. Jeff will discuss how the emergence...
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Season 1
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Episode 1
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29:37