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Behind the Playbook Podcast

Behind the Playbook Podcast

This podcast features in-depth interviews with senior executives and industry leaders in financial services. It explores the strategies behind how financial brands compete, grow, and gain market share. The show is designed for leaders actively shaping the future of the financial services industry.

28
Episodes
24
Guests

Notable Guests

AB
Adam Boyd 2x
KP
Krista Phillips 2x
SA
Sumit Agarwal 2x
BJ
Bilt Founder Ankur Jain 1x
Bob Daly
Bob Daly 1x
BJ
Brian Jones 1x
CM
CJ MacDonald 1x
CC
Cardless Co 1x
David Johnson
David Johnson 1x
DF
Derek Flanzraich 1x
DV
Doug Villone 1x
JZ
Jacob Zachs 1x
JS
Jinal Shah 1x
JS
Julie Szudarek 1x
PS
Prashant Sharma 1x

Recent Episodes

Oct 7, 2026 · 0:38:10
✨ Citizens' strategic credit card offering transformation with Adam Boyd.
0:38:10
Oct 7, 2026 · 0:40:45
✨ Upgrade Card's installment loan model explained by Sumit Agarwal.
0:40:45
Oct 5, 2026 · 0:22:53
✨ Loyalty evolving beyond points to access and experiences with Prashant Sharma.
0:22:53
Oct 1, 2026 · 1:00:40
✨ Consumers increasingly prioritize ethics and environment in purchasing decisions.
1:00:40
Oct 1, 2026 · 0:24:06
✨ Discussed co-branded credit cards and brand partnerships in fintech.
Cardless Co
0:24:06
Oct 1, 2026 · 0:42:39
✨ Ness credit card positions itself within the health and wellness market.
Derek Flanzraich
0:42:39
Oct 1, 2026 · 0:12:16
✨ Pam Piligian discusses the evolving role of CMOs in volatile times.
Pam Piligian
0:12:16
Oct 1, 2026 · 0:46:30
✨ Bilt Rewards offers a loyalty program and credit card for renters.
Bilt Founder Ankur Jain
0:46:30
Sep 29, 2026 · 0:27:35
✨ Krista Phillips discusses leveraging customer insights for banking innovation.
0:27:35
Sep 29, 2026 · 0:29:54
✨ PNC's credit card strategy rewards responsible financial behavior.
Nate Bacon
0:29:54
Sep 29, 2026 · 0:38:10
✨ Citizens Bank overhauls credit card offerings for customer needs.
0:38:10
Sep 29, 2026 · 0:33:32
✨ Merrick Bank balances mission, scale, and risk in growth.
0:33:32
Sep 29, 2026 · 0:54:54
✨ Step's fintech solutions cater to Gen Z financial needs.
CJ MacDonald
0:54:54
Sep 29, 2026 · 0:36:05
✨ Fifth Third Bank integrates Comerica, balancing scale and authenticity.
0:36:05
Sep 29, 2026 · 0:48:49
✨ Exploring factors driving the insurance affordability crisis.
0:48:49
Sep 29, 2026 · 0:36:55
✨ Barclays discusses evolving credit card usage and partnerships.
Doug Villone
0:36:55
Sep 29, 2026 · 0:40:18
✨ United Airlines' co-brand strategy with Chase analyzed.
0:40:18
Sep 28, 2026 · 0:38:57
✨ Citi's Strata Elite Card launch and strategic positioning.
Pam Habner
0:38:57
Sep 28, 2026 · 0:26:54
✨ Mesa Homeowners Card rewards mortgage payments.
Mesa Co
0:26:54
Sep 28, 2026 · 0:33:50
✨ Bread Financial's brand awareness and product diversification.
Nick Antonelli
0:33:50

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