Efficiency in Operations: Maximizing What You Have While Building for Tomorrow with Loren Swindell

In this episode of Counting Change, host Arjun Sahgal discusses the operational efficiency and enterprise transformation in banking with Loren Swindell, SVP Enterprise Operations Director at Needham Bank.

The episode explores how banks can uncover hidden efficiency gains, evaluate existing systems, and create more streamlined, scalable operations across departments. Loren shares insights on assessing operational gaps when joining a new institution, aligning cross-functional teams to drive process improvement, and leveraging technology, including AI, to enhance internal workflows and frontline experiences. She also discusses the importance of enterprise-wide collaboration, board-level reporting on operational performance, and building a culture that continuously evaluates and optimizes processes.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.