- 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.

7 Oct 2026
Bank Slate Convos: C.K. Lee

23 Sept 2026
Bank Slate Convos: Brad Bolton

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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See plansWho 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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