The Evolution of Banking: A Journey of Innovation and Customer-Centricity

In today's episode, we have the privilege of speaking with Kelly Brown, a partner at Patriot Financial private equity firm, with over 30 years of experience in banking and financial services. Kelly's journey in the industry has been nothing short of remarkable, from founding First Wisconsin Bank and Trust Company to establishing the American Deposit Management Company (ADM). In this thought-provoking discussion, we explore the origins of Kelly's career, the inception of First Wisconsin Bank and Trust, the birth of ADM, and the importance of customer-centricity in the banking industry.

Kelly's journey in banking began as a personal banker, armed with little financial knowledge and burdened by credit card debt. However, a chance encounter with a compassionate bank teller changed the trajectory of her life. Inspired by this experience, Kelly made it her mission to help others achieve financial freedom. She entered the banking industry, not as a traditional banker, but as a relatable figure who understood the struggles of everyday people. Kelly's unique approach resonated with customers, leading to her successful journey in banking.