Consumer Lending Perspectives

Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential.Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite executives at the forefront of financial innovation. With over a decade of experience in investment banking and fintech, Jeff shares transformative insights into the most pressing issues facing financial leaders today.We discuss underwriting techniques, loan portfolio management, consumer behavior and macroeconomic adverse selection, advancements in AI and machine learning for credit decisioning, and how big data is transforming real-time strategy adjustments. Explore advanced risk management tactics,

Consumer Lending Perspectives is a business podcast hosted by Jeff Bogan, with 10 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.

Jeff Bogan hosts Consumer Lending Perspectives, a business show with 10 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #9

  EP 9 CEO Steve Bugg, GLCU: How to Manage Lending & Liquidity

  Jan 15, 202636 minS0

  <p>In this episode of Consumer Lending Perspectives, Jeff Bogan hosts Steve Bugg, CEO of Great Lakes Credit Union, to discuss balance sheet leadership, intraday liquidity, and the operational realities facing financial executives.</p><p>A central theme is execution speed. From emergency loan programs to AI tools like GLCU’s “Olive,” Bugg shows how operational dexterity lowers cost and strengthens member service.</p><p>“We’ve learned that we’re agents of change. We need to jump in quickly, we need to pivot, and if we’re going to fail, we need to fail fast, fix it, and move on.” - Steve B...

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  Episode #8

  EP 8 Bank Capital and AI Trends with Ethan Heisler

  Dec 2, 202533 minS0

  <p>In this episode, host Jeff Bogan speaks with Ethan Heisler, Editor of The Bank Treasury Newsletter, about how bank treasurers are managing liquidity, regulation, and risk today. </p><p>Heisler explains how instant payments and weekend settlement gaps are pushing institutions to hold higher reserves, changing traditional strategies. Heisler considers stablecoins a practical tool for evaluation in cross-border transfers that banks must come to understand. </p><p>They also examine how AI and machine learning can move beyond automation to support strategic treasury and balance sheet decision-making. As Heisler notes, better analytics could have changed outcomes at some recent...

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  Episode #7

  EP 7 Sheel Mohnot: Building Symbiotic Fintech-Banking Partnerships

  Jun 26, 202531 minS0

  <p>In this episode of Consumer Lending Perspectives, Sheel Mohnot, Co-Founder and General Partner of Better Tomorrow Ventures, joins the show with host, Jeff Bogan, CFO at Upgrade and fintech veteran. Better Tomorrow Ventures is a venture capital fund dedicated to fintech companies globally. </p><p>Sheel’s insights span the fintech landscape, from the symbiotic relationship between fintech and banking to the transformative potential of AI in areas like compliance and underwriting.  </p><p>He discusses how Better Tomorrow Ventures nurtures entrepreneurs’ ideas into thriving businesses through seed investing, emphasizing infrastructure solutions.  </p><p>Tune in as Sheel explores new inves...

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  Episode #6

  EP 6 Digital Transformation: Maintaining Customer Focus with Marc Butterfield

  Apr 30, 202536 minS0

  <p>What does it take to innovate in banking today? How do institutions balance cutting-edge technology with customer trust and regulatory responsibility? </p><p>In this episode of Consumer Lending Perspective, guest Marc Butterfield, SVP of Market Expansion and New Product Development at First National Bank of Omaha (FNBO), joins Jeff Bogan, host, to explore digital transformation, consumer lending, and the role of AI in reshaping operations and credit modeling.  </p><p>“It comes back to understanding the what and the why. When you recognize it, if you're clear on the what and the why, as well as the outcomes you w...

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  Episode #5

  EP 5 Data Transparency and the Future of Consumer Lending with dv01

  Jan 29, 202539 minS0

  <p>Vadim Verkhoglyad, Head of Research at dv01, joins the podcast this month with his rich background in data and performance analysis. In this episode, Jeff Bogan, host, and Vadim discuss several key topics, including data transparency in consumer credit, consumer behavior psychology and mindset, the effects of inflation and debt on home prices and home insurance, and the implications of zero interest rates on future consumer credit.  </p><p>Looking ahead, Vadim identified opportunities to enhance consumer lending, such as better data utilization and lower APRs. He acknowledged challenges like outdated systems, financial literacy gaps, and the need for gr...

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