Banking on Growth
Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing high-quality financial advice. Join us as we explore the world of investing through the community banking lens. Midwestern Securities is a member of FINRA/SIPC.
Banking on Growth
Coffee with KlariVis: Turning Bank Data into Actionable Growth
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Stop guessing and start leading. Learn how community banks use KlariVis to turn fragmented data into real-time visibility and a 10x return on efficiency.
In this episode of Banking on Growth, host Mike Graham sits down with Kim Snyder, CEO and Founder of KlariVis, to explore how community banks and credit unions can unlock the full potential of their data. As a former community bank CFO, Kim shares how her experience led to solving one of the industry’s most persistent challenges: turning overwhelming, fragmented data into clear intelligence.
For institutions competing in an increasingly complex financial landscape, the ability to see what’s happening—and act on it immediately—has never been more critical. Together, Mike and Kim discuss how moving beyond traditional reporting empowers leaders to act faster, reduce inefficiencies, and protect net interest margins.
What You’ll Learn in This Episode:
We explore how shifting from manual spreadsheets to dynamic dashboards can finally give bank leaders the real-time clarity they’ve been looking for. You’ll see how to transform daily loan and deposit trends into a clear strategy, spot where revenue might be leaking to fintech competitors, and even achieve a 10x return on efficiency through simple automation. We also share why you don’t need "perfect" data to start seeing results—it’s all about making progress today to improve your margins tomorrow. This conversation offers a friendly roadmap for turning your data into a genuine competitive advantage.
🔗 Learn More & Connect:
Explore KlariVis: http://www.klarivis.com/
Connect with Kim Snyder:https://www.linkedin.com/in/kimberlybsnyder/
Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999
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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC