The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Leadership/Banking Transformed with Jim Marous
Banking Transformed with Jim Marous artwork

Arming Front-Line Bankers with AI Tools That Win Clients

Banking Transformed with Jim Marous · 2026-06-23 · 36 min

0:00--:--

Episode notes

The relationship managers who resisted AI the hardest became its biggest advocates the first time it made them a hero in front of a client. Recorded live at nSight in Charlotte, Jim Marous talks with Jillian Boyle, SVP at WaFd Bank, and Will Jung, CTO of nCino, about arming front-line bankers rather than automating them. WaFd, with nearly $30 billion in assets, put an app in its bankers’ hands and gave them back the time they used to lose to administrative work. Boyle believes that while change management was an important part of the journey, banker adoption accelerated once teams saw how AI could help them better serve clients. In this episode: • Why WaFd gave its bankers AI tools and data instead of trying to replace them • The moment skeptical bankers flip from resistance to adoption • Why every banking problem does not need a large language model Recorded at nSight, sponsored by nCino, with research access linked below. Banking Transformed, hosted by Jim Marous, publishes multiple times each week. Subscribe on Apple Podcasts or Spotify.

More from Banking Transformed with Jim Marous

All episodes →
  • Turning New Accounts Into Primary Relationships on Day 155 / 100
  • What the Apple Store Can Teach Retail Bankers
  • The SoFi Cross-Buy Engine Fuels Amazing Growth
  • The Best Banking Innovation Doesn't Need a Huge Budget
  • Why Banks Miss Human Customer Moments
Explore the best B2B Leadership podcasts →
All Banking Transformed with Jim Marous episodes →