In this episode, Jim Duffy sits down with Vishal Garg, CEO of ScaleCred, to explore how AI and automation are transforming commercial lending. As mid-market businesses seek faster, more efficient financing, banks are under pressure to streamline underwriting, improve risk assessment, and enhance decision-making. Vishal shares his insights on the biggest challenges mid-size banks face today and how technology is helping them stay competitive.

From AI-powered credit assessment to proactive portfolio management, this conversation breaks down what it takes to build a top-tier commercial lending program. Tune in to hear how innovation is reshaping the industry and what banks can do to stay ahead.

In this episode of the Blue Key Podcast, host Jim Duffy sits down with 𝗗𝗼𝗿𝗼𝗻 𝗔𝗯𝗿𝗮𝗵𝗮𝗺𝗶, founder and CEO of 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗕𝘂𝗶𝗹𝗱𝗲𝗿𝘀, to explore the often misunderstood world of 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗮𝗻𝗱 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻. Doron explains the concept of business valuation as an estimate that is acceptable to the general market, and the value indicators that matter most—many of which go beyond your bottom line. He also discusses how less formal valuations can provide insight into how your business is performing in key areas that affect its overall value.

With 70% of business owners expressing dissatisfaction with their final sale price, Doron emphasizes the importance of early planning. He highlights the critical point at which owners should start thinking about their business’s value and how 𝗱𝗮𝘁𝗮, 𝗔𝗜, 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 can be powerful tools for increasing it. Whether you're considering selling or simply want to enhance your business’s worth, this episode offers invaluable advice on preparing for the future.

In this episode of the Blue Key Consulting Podcast, host Jim Duffy sits down with Samir Agarwal from Agmeta to dive deep into the world of customer experience and the critical role data plays in shaping it. They explore the age-old adage, "If you can't measure it, you can't improve it," and discuss why quantifying customer experience remains challenging for many businesses. Samir shares insights on the pivotal moments when customers reach out to customer service, highlighting how these interactions can be make-or-break points for brand loyalty. They discuss the importance of resolving issues from the customer's point of view and how unanswered questions can turn into opportunities for better service. With startling statistics—63% of customers could become negative ambassadors for your brand, and 67% actively search for alternatives after one bad experience—Jim and Samir emphasize the high stakes of customer retention. Referencing a Harvard Business Review study, they explain how a mere 5% increase in retention can lead to a 25%-95% boost in profits.