The Financial Brand’s magazine interview “Fueling Revenue with Data-Driven Marketing Campaigns” (Spring 2024)
Everyone is under pressure to add deposits! The democratization of data and applying it to be hyper relevant with campaigns and product development will help you be more competitive. And help you grow.
“ChatGPT & Compliance: Navigating Our New Frontier” presentation at the Marquis Conference (4/16/24)
I shared with compliance professionals how they can think critically about the risks of AI, how their current processes mitigate those risks, and demonstrated practical examples to apply AI immediately.
“Conversational Analytics & AI Based Campaign Creation” presentation at the Marquis Conference (4/15/24)
Presentation to marketing professionals walking them through how to build a brand voice, create a personalized GPT to write content, and demonstrated how the GPT can transform your marketing.
Jack Rants with Modern Bankers podcast “Empowering Community Banks: Unleashing AI Innovation”
Listen as we dive into the intersection of innovation and the financial industry, exploring how emerging technologies like AI are reshaping the landscape of community banks and credit unions. In this episode, host Jack Hubbard interviews Ben Udell, Senior Vice President for Digital Innovation at Lake Ridge Bank. Join us as we explore the journey of embracing AI in the banking sector, navigating concerns such as privacy, bias, and factual accuracy. Learn how ChatGPT empowers professionals to work smarter, faster, from marketing content creation to internal processes and customer interactions more creatively, ultimately enriching client interactions and driving organizational growth.
Podcast Link “Empower Community Banks: Unleashing AI Innovation”
“How Banks Can Use Data to Defend Against Deposit Attrition” article with The Financial Brand (1/19/24)
Learn how data can be applied to retaining and growing bank deposits and relationships.
Click here to read the article.
“Write Content with ChatGPT” presentation at the Wisconsin Bankers Association’s Flex360 Marketing and Retail Conference (11/15/23)
Learn great practical tips and find direction to get started writing AI content today.
Clink the link to learn more about using ChatGPT to write marketing content.
“Practical Approaches to Leveraging AI” podcast with Wipfli (11/28/23)
Learn practical steps and use cases to getting started with ChatGPT and AI.
“AI For Business” article in In Business Madison magazine (November 2023)
“Treat it like a person, like you’re having a chat. It’s called ChatGPT.”
The TLDR version: magic happens when you ask 5 – 10 questions to engage with AI and use it as an assistant, tutor, or expert. Fewer than that, AI will probably not impress anyone. You have to “chat” with AI.
“Unlocking the Power of AI for Business” panel hosted by InBusiness Madison and the Wisconsin Technology Conference (10/23/23)
One of the first public sessions on using practical AI to work smarter, more creatively, and make an impact at work. It was a really strong, diverse panel, that’s kickstarting AI in our business. community.
American Bankers Association Marketing Conference “Insight Driven Campaigns”(9/28/23)
I had the pleasure of moderating a high-impact panel on “Insight Driven Campaigns” at the ABA Marketing Conference. We discussed using transaction data to be hyper-relevant to our clients.
“AI Augmentation” article with InBusiness Madison (October 2023)
Here’s another opportunity to learn through an article with InBusiness featuring myself and some other great contributors. As a bonus, here’s 10 ideas on how to use AI today from easy to more advanced.
Remedy Consulting podcast “AI as a Game Changer For Banks” (July 2023)
Artificial Intelligence is transforming the banking industry in many ways, from fraud detection to customer service, but the complexities can seem overwhelming.
Upstart for Lenders podcast “The Moonshot vs. Pragmatic Approach to Digitization” (June 2023)
We dove into a discussion on finding the balance between big initiatives (which get the most press), versus finding day-to-day opportunities (which win hearts and mind with employees and clients).
Alkami podcast with Jim Marous “Building a Data Culture at a Community Financial Institution” (May 2023)
It was a great discussion hosted by Alkami Technology about how digital and analytical tools can help us focus on being more relevant with our clients. Which leads to stronger results and better client relationships.
The Financial Brand Forum panel on “The Digital Experience of Leveraging Transaction Data to Drive Strategy and ROI” (May 2023
Banks, and all organizations, have an amazing amount of data at their finger tips. But understanding the data and using it to make meaningful connections with clients is the real challenge.
American Banker and Segmint podcast discussing “Activating Data for a Multi-Channel Strategy” (July 2022)
Data is so important to making good decisions. Understanding, applying, and acting on results through data will make a meaningful impact on your organization.
Segmint webinar “The Data Jam Session: Putting Data Into Action” (May 2022)
Catch the replay of our webinar focused on making impactful client decisions through deeper data insights. Data, segmentation, sales, digital, omni-channel…it had all of the coolest banking buzzwords wrapped up in practical observations and action items.
Remedy Consulting podcast on branch transformations (April 2022)
We discuss transforming a classical branch location into a destination location for the neighborhood. It’s a great change of pace away from technology, and focus on strong community connections.
Click here to learn more and listen.
Greater Madison Area Chamber of Commerce video interview focusing on pandemic development. (December 2021)
The pandemic is creating challenges, but it shouldn’t stop connecting with clients and your community.
Q2 and ClickSWITCH webinar focusing on onboarding new clients (October 2021)
Onboarding new clients is vitally important to kickstarting a strong, long-term relationship.