Curinos (F)insights

Curinos (F)insights

Curinos experts dive into the financial services world to offer insights on the most pressing topics of the day. Learn more at curinos.com

Episodes

December 14, 2023 60 mins

Higher-for-longer interest rates are here to stay. The upcoming jump in CD renewals is not a bubble. Lending opportunities are out there. These are but a few of the insights offered in 2024 Banking Outlook: Planning for Success, a podcast featuring Curinos experts executive vice presidents Pete Gilchrist and Brandon Larson; Adam Stockton, head of retail deposits and lending, and Suraya Randawa, head of omnichannel experience.

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Danae Perkins, senior analyst for small business lending at Curinos, shares insights on how banks and credit unions can better utilize data to connect with small-business borrowers and manage risks inherent in a high-rate environment.

To learn more, please email our Sales Solution Expert John Antiskay at john.antiskay@curinos.com

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Adam Stockton, head of retail deposits and lending at Curinos, offers his take on what the Fed hold steady on rates means and he points out where some institutions are finding opportunities in today's difficult environment.

Read the Curinos Perspective: https://curinos.com/our-insights/curinos-perspective-fed-holds-rates-steady-again-home-lending-pressures-continue/

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David Eldred, chief experience officer at Solarity Credit Union in Washington state, details his institution's approach to segmentation and the key lessons they've learned along the way.

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Agusta Patton, Head of Markets Client Solutions at Curinos, discusses today's challenging deposit-pricing environment and explains how data-driven insights generated by Curinos' new Deposit Optimizer Essentials solution, launching October 18th, can help smaller institutions price right and increase profitability. 

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Lindsay Burkhalter, director of small business solutions at Curinos, explains risks that banks and credit unions face if they are not diligent now in preparing to collect, analyze and report data on lending to minority-owned, women-owned and small businesses.

Watch the Section 1071 Webinar here: https://curinos.com/our-insights/webinar-1071-small-business-lending/
Contact Lindsay at lindsay.burkhalter@curinos.com

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Peter Serene, head of commercial, and Adam Stockton, head of retail deposits, explain why they believe some institutions may have an overly optimistic outlook about when deposit prices will reach their peak.

Read our FOMC Perspective here: https://curinos.com/our-insights/curinos-perspective-fed-funds-plateau/

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Olivia Lui, product marketing innovation expert at Curinos, digs into our recent research on how and why customers choose their primary banking relationship, and what that means for institutions as the digital banking channel grows in importance.

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Peter Serene, Managing Director of commercial at Curinos, explains how this week's 25bp rate increase will reprice more deposits and further narrow NIM in both retail and commercial.

Read the Perspective: https://curinos.com/our-insights/curinos-perspective-fed-hikes-again-banks-dig-in-higher-for-longer/

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Consultant Rob Chrisman and Curinos' Rich Martin join the (F)insights podcast to share thought-provoking insights into today’s highly challenging mortgage market.

Chrisman Commentary, Daily Mortgage News: https://www.robchrisman.com/
Curinos' Mortgage Hot Topics: https://curinos.com/our-insights/mortgage-hot-topics-chrisman/

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June 29, 2023 17 mins

Suraya Randawa, Head of Omnichannel Experience here at Curinos, joins host Rutger van Faassen to discuss digital journeys and her latest article in the Curinos Review “Capturing The Next Generation Means Engaging Them Now."

Read the article: https://curinos.com/our-insights/curinos-review-q223-capturing-next-gen-engage-them-now/
Read the full Review: https://curinos.com/our-insights/curinos-review-summer-2023/

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Director of Consumer & Small Business Lending Lindsay Burkhalter joins host Rutger van Faassen to discuss Curinos’ recent Perspective “Precision Pricing in Small Business Lending,” co-written by Lindsay and Adam Lee Purvis (Director, Real Estate & Consumer Lending).

Read the Perspective: https://curinos.com/our-insights/curinos-perspective-precision-pricing-small-business-lending/

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Managing Director Adam Stockton joins host Rutger Van Faassen to discuss the positives and negatives as the Fed moves to pause rate hikes. Read more insights on the latest announcement here: https://curinos.com/our-insights/curinos-perspective-fed-announces-pause-rate-hikes/

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This week we're doing something a little different. Recently our team attended FinovateSpring where Managing Director Sarah Welch and Amplero VP Tazmin Baliff Curtis demoed Curinos' Amplero Personalization Optimizer and its closed loop AI test-and-learn engine.

To learn more about the platform, please visit our website: https://curinos.com/amplero-personalization-optimizer/

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On the back of Curinos’ 2023 Chief Marketing Summit, Rutger speaks with Executive Vice President of Omnichannel Sales and Experience, Brandon Larson on key take aways.

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Director of Retail Deposits Adam Stockton and Director of Commercial Peter Serene join host Rutger van Faassen to discuss all things deposits in light of recent market changes. 

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Manager of Small Business Lending Strategy Bryan Snyder joins host Rutger van Faassen to discuss the implications of the recent fed hike on small businesses. 

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Curinos (F)insights is delighted to re-release this episode of The Chrisman Commentary

John Sayre returns to the The Chrisman Commentary podcast and utilizes Curinos data and insight to speak on origination trends YoY across different markets and products. 

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Join us as Lindsay Burkhalter, director of consumer and small business lending at Curinos, examines the recent boom in unsecured lending.

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Live from one of finance’s biggest events, Curinos' Rutger van Faassen chats with industry experts on key topics in today’s industry. Hear from Mike Shepard (U.S. Bank) and Matt Cammarota (Liberty Bank) on what’s top of mind for 2023.

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