Banking on Experience powered by BUSINESSNEXT

Andrew Piron & Joshua Barclay•crmnext.us

Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by BUSINESSNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.

Last refreshed: July 27th, 2025 at 4:19 PM ⓘ

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Episodes

Episode 6: Will banks rush to digitization post-pandemic?

World renowned author, Chris Skinner gives his opinion on what going digital really means for financial institutions. Hint: Those that are doing it properly “don’t treat digital as a project; they treat is as a cultural transformation of a company.” - His predictions on how the current pandemic will kick-start the digitization of banks and CUs into hyper-drive. - Projects in the plans for 24-36 months out are now being green-lit within days. Truly digital means far faster. - His thoughts on the ...

Apr 21, 2020•20 min•Season 1Ep. 6

Episode 5: Delivering on Brand Promise in Trying Times

Delivering on a promise during a pandemic can be hard. It can be even more challenging to deliver one that they never forget. Amanda Grolemund and Jeff Cain talk about how the shift in our marketing must change to ensure long-term stability for you and them. Available on the CRMNEXT website as well: https://www.crmnext.com/us/blog/delivering-on-brand-promise-in-trying-times/

Apr 13, 2020•31 min•Season 1Ep. 5

Episode 3: Future of Work: The Change of Customer Expectations

This week’s Episode of Banking on Experience is all about the future of work and the change of customer expectations. And who better to delve into this realm than CRMNEXT’s CEO Joe Saleski and his honored guest: award-winning marketing executive, Peter Weingard. Find content that is unique to financial services and CRM on the CRMNEXT website. We are always looking to create value for banks and credit unions who are looking for a banking CRM. This podcast is found here too: https://www.crmnext.co...

Apr 13, 2020•18 min•Season 1Ep. 4

Episode 4: Tips from a Tech CEO and Serial Entrepreneur

Come learn how Thomas Engdahl from Vidillion is handling the pandemic as a leading CEO for Tech companies in the Bay area. Find these episodes and more on the CRMNEXT website: https://www.crmnext.com/us/blog/tips-from-a-tech-ceo-and-serial-entrepreneur/

Apr 05, 2020•11 min•Season 1Ep. 3

Episode 2: Lasting impact of COVID19 on Medicine

Moving away from banking for a second as we all are looking for answers. Come hear straight from Dr. Aroesty. He tells us what to pay attention to and more. Come see other episodes on the CRMNEXT website along with other content related to CRM banking: https://www.crmnext.com/us/blog/lasting-impact-of-covid-19-on-medicine/

Apr 01, 2020•24 min•Season 1Ep. 2

Episode 1: Banking on Experience Intro

Come hear from industry experts in financial services. We'll have guests who talk about growing during a pandemic, how to drive growth in general, simplifying work like case management, and creating experiences that will never be forgotten. See it on our website too: https://www.crmnext.com/us/blog/banking-on-experience/

Apr 01, 2020•2 min•Season 1Ep. 1

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