56
Episodes
1
Transcribed
1
Ratings
Bi-weekly
Cadence
2023
First episode

About Bank Slate Convos

Convos brings you insightful, unfiltered conversations with the voices shaping the future of banking and fintech. Each episode features in-depth discussions with executives, regulators, fintech founders, and industry experts, offering fresh perspectives on the trends, challenges, and innovations driving financial services forward. Everyone in the financial services industry will walk away with actionable insights—and a better understanding of where the industry is headed.

Publisher
Paul Davis
Category
business
Language
en
Explicit
No
First episode
13 Oct 2023
Latest episode
7 Oct 2026

Latest episodes

1 of 56 episodes have a transcript.

  1. 7 Oct 2026

    Bank Slate Convos: C.K. Lee

  2. 23 Sept 2026

    Bank Slate Convos: Brad Bolton

  3. 23 Sept 2026

    Bank Slate Convos: Bob Koncerak

Inside a recent episode

Bank Slate Convos: Martha Underwood

Published 27 Apr 2026 · Transcript excerpt

[…] You can service the whole family and that takes a different mindset and that takes research and that takes understanding continuity within that same institution and leveraging the trust that you already enjoy from the grandma grandpa or mom or dad, but that also involves engaging them earlier. Because you don't build the trust with that next generation without building the relationship. And so that continuity piece is so critical to be able to say, all right, I'm going to I take care of your mom's money, I took care of your grandma's money. I can take care of your money and I'm engaging with you now and having a conversation with you now on how we can help you do that. […]

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Who has been a guest on Bank Slate Convos

Names identified in recent episode analyses. Showing up to five guests.

  • Alex McLeod
  • Neepa Patel
  • Mary Usategui

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)
5.0 / 5
1 ratings

Podcast Authority Score: 6 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality
12
Social presence
0
YouTube
0
Engagement
0

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