Ashish Agarwal, CMO at Kin Insurance (previously with Prosper), joins Dan Marks to discuss leaning in with strong analytics, customer, and commercial orientation and building a talented team to drive results. Some of the points we highlight in this episode are:
Ashish’s background and progression through roles at Capital One, Remitly, Prosper, and now, Kin
Observations on growth drivers and current consumer behavior from the FinTech perspective
How the interest rate environment affects the marketplace
How to use data and insights to inform marketing strategy
Lessons learned from recent changes in consumer behavior and preferences
How Brand and Performance disciplines in marketing work together to drive results
Stephanie Dennehy, Chief Marketing Officer at Cape Cod Five, joins Dan Marks on this episode to talk about some of the best practices for community banking. Stephanie has been in banking and financial services for 11 years and talks about the growth she has seen in her time in the banking industry. Some of the points we highlight in this episode are:
Stephanie’s background and experience as a digital leader
How Cape Cod Five expanded its leadership in business lending
How culture and brand mutually reinforce each other
How Stephanie’s marketing leadership has supported growth at Cape Cod Five
How the mission of expanding financial wellness informs the go to market approach
How the bank’s mission and values informed the key strategic decision to completely eliminate Overdraft fees
How Cape Cod Five is implementing P2P payment systems to better serve their customers
Top Quartile brings you part 2 of our special year end episode as we talk with a few of this year’s guests on the show about what kind of things they are keeping their watching as we go into 2023 and what key trends they are seeing, strategizing for, and are excited about in the coming year in the banking industry. Guests appearing in this episode and links to their original Top Quartile episode include:
Top Quartile brings you a special year end episode bringing back guests from the past year to talk about some of the key lessons they learned in 2022 as well as some of the books they have read that have helped shape strategies in the banking industry. Guests appearing in this episode and links to their original Top Quartile episode include:
Neil Stanley, the CEO of CorePoint and a former Bank CEO joins host Dan Marks to talk trends and best practices on liquidity management. Neil has an extensive experience from his time working for a bank and running a bank as CEO as well as his current role at Corepoint. Neil has a passion for diving deep in understanding all of the levers that influence deposit growth at a bank and an interesting perspective that may be a source of new ideas and inspiration for enhancing your strategy.
Trends across the industry related to liquidity management
The catalyst for shifts in balance sheet priorities and how to get prepared for what is coming
The balance sheet view compared to the customer view
The value of personalization in setting deposit pricing and processes
Updating processes and approaches for the mix of digital and personal channels
Key take-aways and best practices
Neils’ reflections on lessons learned from being a young bank CEO
