Next Best Action is a podcast about the people rethinking how banks and credit unions build stronger relationships. Hosted by Alex Jimenez, Managing Director of Consulting at Finalytics.ai, each episode features candid conversations with executives, marketers, digital leaders, and innovators shaping the future of financial services. From engagement and growth to loyalty and digital transformation, the show explores what it takes to build better banking.
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Contact path
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Booking probability
27%
Guest openness
Selective
Verified email on file
80/100
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What is Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow?
Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow is a general podcast hosted by Unknown Host, with 5 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
About the host
Unknown Host hosts Next Best Action: How Banks and Credit Unions Adapt, Evolve, and Grow, a general show with 5 episodes published.
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Episode #5
Strategy Over Outcomes: How to Partner With Fintechs the Right Way
Aug 20, 202630 minS1
<p>What community banks and credit unions get right when they start with strategy instead of chasing deposits? In this episode of Next Best Action, host Alex Jimenez sits down with Chris Rigoni, EVP, Head of Partner Banking and Payments at Axiom Bank. With more than a decade of experience working with fintechs at Evolve, Coastal Community Bank, Webster Bank, Sterling National, and BBVA, Chris shares practical lessons on what separates successful partnerships from expensive failures.The conversation begins with the OCC's recent approval of new fintech charters and what that could mean for the future of Banking as a...
<p>What does it actually take to be a successful Chief Digital Officer in banking? In this episode of Next Best Action, host Alex Jimenez sits down with Jay Tkachuk, a seasoned digital banking leader with 18 years of experience at Security Service Federal Credit Union and Golden 1 Credit Union. Together, they pull back the curtain on one of the most misunderstood roles in financial services: the Chief Digital Officer.</p><p>The conversation explores why the CDO title means something different at every institution and why that ambiguity is both a challenge and an opportunity. Jay explains that the role...
Why Does Data Strategy Fail Even When You Have More Data Than Ever?
Jul 23, 202629 minS1
<p>Why do so many banks and credit unions sit on mountains of data and still struggle to use it? The problem is rarely the data itself.</p><p>In this episode of Next Best Action, host Alex Jimenez sits down with Lauren Kessler, Director of Marketing Analytics and Sales at BankFont Credit Union, to tackle one of the most persistent challenges in community banking: why data strategy so often fails to deliver results.</p><p>Lauren brings a unique perspective, having spent eight years in banking analytics after a career in hospitality with Hilton and Marriott, industries that are "...
Why do Digital Banking Transformations Stall Before they Even Start?
Jul 9, 202627 minS1
<p>The technology is often the easiest part. The real obstacles are culture, leadership, and the invisible rules that govern how people work.</p><p>In this episode of Next Best Action, host Alex Jimenez sits down with CarrieAnne Cormier, founder of BankSmart Studio and former COO of IC Credit Union. Together, they pull back the curtain on why so many digital transformations at community banks and credit unions fail to gain momentum. CarrieAnne shares hard-won lessons from the trenches, from her early days at Avidia Bank to her COO role, revealing that the biggest red flags have nothing to d...
How Digital Plays a Big Role in How Community Institutions Provide Relationship Banking
Jun 25, 202627 minS1
<p>What happens to relationship banking when the branch disappears and everything moves to a screen? For nearly two decades, banks have been racing to digitize, but something fundamental has been lost along the way, the human connection that built trust in the first place.</p><p>In this premiere episode of Next Best Action, host Alex Jimenez sits down with Scott Hurlbert, SVP of Digital Channels at Provident Bank and a 19-year veteran of digital banking. Together, they explore how community banks and credit unions can bridge the gap between high-tech convenience and high-touch relationships. From navigating mergers to...
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