In today's episode of Banking Transformed, we have the privilege of speaking with Rodney Williams, the president and co-founder of SoLo Funds, a groundbreaking community banking platform. Rodney's personal journey and the mission of SoLo Funds are truly inspiring, as they work to empower financial inclusion and provide access to credit for those who have bee ... Show More
Jul 28
Banks Have More Data But Still Can't Get Personal
Banks and credit unions have never known more about their customers. So why does so much of banking still feel impersonal? In this episode, David Acevedo, Vice President at Abrigo, joins Jim Marous to examine the gap between what an institution knows about a customer and what it ... Show More
40m 46s
Jul 27
YouTube: Banking's New Front Door
We can have all the trust in the world, but still lose the moment. Consumers aren’t asking many of their first financial questions in a bank branch anymore. They’re asking them on YouTube, social media, Reddit, podcasts, and increasingly through AI. New eMarketer research shows n ... Show More
9m 18s
Feb 2024
824. Insights: Fighting civil inequality with fintech
In celebration of US Black History Month, our expert host Kate Moody, Strategy Director at 11:FS, is joined by some great guests to discuss civil inequality in the banking system.
This week's guests include:
Rodney Williams, Co-Founder at SoLo Funds
Jamilia Grier, Founder & ... Show More
46m 36s
Nov 2023
Live from the Wells Fargo 2023 Black Business Leaders Summit
Kristy Fercho, Head of Diverse Segments, Representation and Inclusion at Wells Fargo and T.D. Jakes, Chairman of the T.D. Jakes Group, discuss the goals on building inclusive communities, disruptive thinking and investment banking. Ruth Jacks, Head of Diverse Segments for Commerc ... Show More
1h 23m
Feb 2024
166: How To Build Wealth ft. Earn Your Leisure
<p>In honor of Black History month, host Oscar Pulido sits down with the founders of Earn Your Leisure, Troy Millings and Rashad Bilal, to discover how this dynamic duo is revolutionizing the financial literacy landscape. Breaking down the importance of a hands-on learning experi ... Show More
19m 7s
Sep 2020
Why It’s Important to Have Diversity Roles in Leadership
John Rogers, the co-CEO, CIO and chairman of Ariel Investments, founded the first African American-owned money management firm in the U.S. Rogers explains why the country’s wealth gap has continued to widen, and offers solutions for driving economic justice, including a diverse t ... Show More
20m 14s
Mar 2024
First Time Founders with Ed Elson – Could this AI Founder Replace Investment Bankers?
Ed speaks with Gabe Stengel, Co-founder and CEO of Rogo, about the potential for AI to disrupt the banking sector. They also discuss Gabe’s experience pitching his financial services AI company to VCs, the importance of willpower, and how he finds balance between work and his per ... Show More
43m 41s