Digital Banking Podcast
100 episodes - English - Latest episode: 2 days ago - ★★★★★ - 2 ratingsThe Digital Banking Podcast is powered by Tyfone. Tyfone is a dramastically better digital banking provider. Our appeal is unique, we collaborate closely with our customers and the banking ecosystem in an open approach coupled with a powerful user experience that helps “get things done”! On our podcast you will hear how digital banking plays a leading role for community minded financial institutions from the unique perspectives of our industry expert guests.
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Episodes
How to Balance People and Technology to Provide an Exceptional User Experience With Jeff Keltner of Upstart
May 20, 2022 16:00 - 1 hour - 49.4 MBDigital transformation isn’t a project – it’s a never-ending pursuit. What’s more, digital transformation is cultural as much as it is technological. There are no easy answers and there are no shortcuts. In this episode of Digital Banking Podcast, Jeff Keltner, the Senior Vice President of Business Development at Upstart, joined host Josh DeTar to discuss the impact of digital transformation on the growth of community FIs. He also explained why failures are as critical as successes and how...
Evolving Your Brand in the Digital Age, with Amy Herbig of The BA Group
May 06, 2022 16:00 - 1 hour - 52.7 MBDigital transformation is more than deploying some new technology. Effective digital transformation requires financial institutions to think differently and act differently. This fundamental shift begins at the brand level. While some institutions may see their brand as chiseled in stone, a brand must constantly evolve. That’s truer now more than ever. In this episode of the Digital Banking Podcast, host Josh DeTar welcomed Amy Herbig, founder and CEO of The BA Group. DeTar and Herbig discu...
Meeting Consumers’ Constantly Changing Expectations, with Jenn Markus of Glia
April 22, 2022 16:00 - 1 hour - 54 MBBy now it should be clear to all community financial institutions that digital transformation is both imperative and a never-ending endeavor. Technology keeps changing, which means that consumer expectations keep changing, which means that FIs must keep changing just to keep up. It’s not easy. In this episode of the Digital Banking Podcast, Josh DeTar welcomed Jenn Markus, the Director of Technology Partnerships at Glia. two discussed how companies can engage consumers and lead them to s...
Digital Transformation and How to Leverage Technology, With Mark Sievewright of Sievewright & Associates
April 08, 2022 20:00 - 58 minutes - 40.2 MBIt’s impossible to ignore the constant beating of the digital transformation drum. Where many financial institution executives struggle is trying to figure out exactly what digital transformation means and where to start. Our guest on this episode of the Digital Banking Podcast broker digital transformation down to four manageable components: people, technology, data, and processes. In this episode of Digital Banking Podcast, we hear this and more from Mark Sievewright, the founder and CEO ...
What Digital Transformation Is and Isn’t, with Craig McLaughlin of Finalytics.ai
March 25, 2022 16:00 - 1 hour - 49.2 MBThere’s general agreement that digital transformation is an imperative for forward-thinking financial institutions. Where there’s not always agreement is in what “digital transformation” actually means. Unfortunately, some FI executives conflate digital transformation with simply buying and deploying new tech products on top of their old tech products. To be clear, digital transformation is not about buying technology; it’s about a paradigm shift in how FIs view themselves and what they do. ...
Thoughts on Friction, Fintechs and Focus, With Bryce Deeney of equipifi
March 11, 2022 19:00 - 1 hour - 62.2 MBCommunity financial institutions are unique in that they have high-touch relationships and services built into their culture. But if they want to keep pace with – or even outpace – the mega banks, they must be willing to use that uniqueness to their benefit and take some risks, too. That was the message from Bryce Deeney, the co-founder and CEO of equipifi. In this episode of the Digital Banking Podcast, host Josh DeTar talked to Deeney about the importance of providing an exceptional user ...
The Credit Unions 4 Kids impact, with Nick Coleman of Children's Miracle Network Hospitals
February 25, 2022 17:00 - 58 minutes - 40.2 MBCredit unions nationwide have joined forces to help raise money for kids in hospitals, and their results have been significant. Of course, this is a need that never goes away. In this special episode of the Digital Banking Podcast, Josh DeTar welcomed Nick Coleman, the Director of Strategic Partnerships at Children's Miracle Network Hospitals (CMN Hospitals). They discussed Credit Unions for Kids (CU4Kids), the way this mission brings credit unions together, and how CU4Kids became the fifth...
How to Maintain Your Core Values in a Digital World, With Brian Alfano of Oregon Community Credit Union
February 18, 2022 17:00 - 1 hour - 55.4 MBToday’s credit unions are faced with a balancing act. On one side is the high-touch, member-focused, “people helping people” ethos. On the other side is the need to embrace digital, with all its benefits and all its shortcomings. In this episode of the Digital Banking podcast, host Josh DeTar, welcomed Brian Alfano, the COO of Oregon Community Credit Union. They discussed how core values can guide you in the right direction, why credit unions need to put their members first, and how you can...
Digital Marketing Is Tricky for Credit Unions but Essential, Says Kristin Harrison of Web Strategies
February 04, 2022 05:00 - 1 hour - 46.7 MBDigital tools are increasingly critical to any community financial; institution’s marketing program. However, with so many options literally at one’s fingertips, it can be difficult to create a cohesive, effective digital marketing strategy. That said, the starting point is always a careful consideration of the institution’s culture. In this episode of the Digital Banking podcast, host Josh DeTar welcomed Kristin Harrison, the Director of Business Development at Web Strategies. The two disc...
Creating Balance Between Growth and Your Core Mission, with Michael Murdoch of Wauna Credit Union
January 21, 2022 17:00 - 1 hour - 44.6 MBWhile most new credit union members are middle-aged men and women, credit unions, like so many other organizations, want to pursue the millennial market. That apparent disconnect creates quite a challenge for growth-minded credit unions. In the latest episode of the Digital Banking Podcast, host Josh DeTar welcomes Michael Murdoch, the marketing manager at Wauna Credit Union. The two get into what credit unions should do to attract younger members, why credit union executives should include...
How to Manage the Due Diligence Process When Choosing a Technology Provider — Shaun Murray, the CEO of Enhanced Software Products, Inc.
January 07, 2022 17:00 - 1 hour - 42.8 MBTechnology is constantly changing, so what constitutes good due diligence today may not be good enough tomorrow. Many FIs neglect the importance of doing proper due diligence based on current technbology in order to find a vendor that best meets their current and future needs. In this episode of the Digital Banking Podcast, we heard from Shaun Murray, CEO of Enhanced Software Products, Inc. Shaun and our host Josh DeTar discussed the importance of practicing due diligence when choosing a n...
●How to Manage the Due Diligence Process When Choosing a Technology Provider — Shaun Murray, the CEO of Enhanced Software Products, Inc.
January 07, 2022 17:00 - 1 hour - 42.8 MBTechnology is constantly changing, so what constitutes good due diligence today may not be good enough tomorrow. Many FIs neglect the importance of doing proper due diligence based on current technbology in order to find a vendor that best meets their current and future needs. In this episode of the Digital Banking Podcast, we heard from Shaun Murray, CEO of Enhanced Software Products, Inc. Shaun and our host Josh DeTar discussed the importance of practicing due diligence when choosing a n...
Striving for Perfection Leads to Continuous Improvement, With Joel Morehouse
December 10, 2021 17:00 - 53 minutes - 36.5 MBCustomers expect perfection from financial institutions. And when money and personal information are at stake, there's nothing unusual about that expectation. But striving for perfection and being perfect are not the same thing. Companies that strive for perfection in banking actually strive for constant improvement. In this episode of the Digital Banking Podcast, our host Josh DeTar welcomed Joel Morehouse, a Strategic Solutions Project Manager at DaLand CUSO. They got into the concept of...
Striving for Perfection Leads to Continuous Improvement, With Joel Morehouse of Daland CUSO
December 10, 2021 17:00 - 53 minutes - 36.5 MBCustomers expect perfection from financial institutions. And when money and personal information are at stake, there's nothing unusual about that expectation. But striving for perfection and being perfect are not the same thing. Companies that strive for perfection in banking actually strive for constant improvement. In this episode of the Digital Banking Podcast, our host Josh DeTar welcomed Joel Morehouse, a Strategic Solutions Project Manager at DaLand CUSO. They got into the concept of...
Embracing Change in an Ever-Changing World, With Shannon Ellis-Brock of Puget Sound Cooperative Credit Union
November 26, 2021 17:00 - 1 hour - 46.2 MBCredit unions use technology and a personalized approach to ensure the best member experience. Even with this winning combination, it’s still a challenge to stand out in a market where major banks dominate. In this episode of the Digital Banking Podcast, host Josh DeTar welcomed Shannon Ellis-Brock, the COO at Puget Sound Cooperative Credit Union. Shannon and Josh discussed why innovation and development are such powerful ideas in their industry, how satisfied employees lead to happy membe...
Negotiating Better Vendor Contracts With Mike Crofts from Maple Street Inc.
November 12, 2021 17:00 - 1 hour - 63.6 MBFor financial institutions to evolve and improve member experiences, it’s important to introduce new technologies. However, it’s important to consider new technologies from a strategic perspective as well. Too often, FIs jump to implement the latest new feature. And organizations chase after new “shiny objects” hoping to meet the requirements of members. In the rush, FIs fail to negotiate contracts effectively and potentially cost their organizations millions of dollars during the course o...
Community FIs should lean into local, with Geoff Knapp of Allied Payment Network
October 29, 2021 16:00 - 52 minutes - 36.4 MBGeoff Knapp, Chief Growth Officer at Allied Payment Network, argues that community FIs are hanging onto a life ring, fighting for their lives in the golden age of opportunity. In this episode of the Digital Banking Podcast, host Josh DeTar sits down with Geoff to talk about how younger clients are disrupting the banking industry by opting for megabanks for traditional banking needs because of their digital presence, and choosing fintech for niche services. Geoff says community FIs need to n...
Digital Transformation Requires a Cultural Shift, With Dion Lisle
October 15, 2021 16:00 - 1 hour - 55.9 MBOur guest, Dion Lisle, bills himself as the Rosetta Stone between FinTechs and Legacy FIs. He says FinTechs and banks operate at different speeds, and like gears, they need a transmission or a translation to be able to work together effectively. In this episode, he talks with host Josh DeTar about some of the current challenges community FIs face and what's at stake if they fail to listen to their customers more closely in the coming years.
The Importance of a Personal Experience in Digital Banking with Joel Schwartz of DoubleCheck Solutions
October 01, 2021 13:00 - 48 minutes - 33.2 MBThere was a time when most banking business was conducted at the branch. The interaction with the same people week after week made for a warm, personal experience. Thanks to technology, we wait longer to use the ATM so that we don't have to talk to anyone. As a result, that warm, personal experience is at risk of going the way of the dodo bird. Joel Schwartz, Founder and co-CEO of DoubleCheck Solutions LLC, joins our host Josh DeTar to discuss how fintech and digitized banking can actuall...
Shondell Varcianna Explains the Essential Role Content Marketing Plays in Attracting and Retaining Ideal Customers
September 17, 2021 13:00 - 53 minutes - 36.7 MBShondell Varcianna is a resourceful and creative woman who keeps pace with the latest developments in the world of content marketing. Shondell is the CEO and founder at Varci Media. Her job consists of helping financial institutions succeed with their blog posts and all forms of content marketing. Shondell truly believes in the power of content. She suggests a holistic marketing approach to get in front of ideal customers, whether it is through Facebook Ads, PPC, or Google. In this episod...
How Can Community Financial Institutions Secure Their Role in the Future of Banking? Here's What Trey Maust, the Co-Founder and Executive Chairman of Lewis & Clark Bank, Thinks
September 03, 2021 10:00 - 1 hour - 41.9 MBIn this episode of the Digital Banking podcast, you'll get to hear from Trey Maust, the Co-Founder and Executive Chairman of Oregon City, Ore.-based Lewis & Clark Bank. Trey brings over 25 years of banking experience to the table, having served as CEO and Director at several leading financial institutions. Josh DeTar, host of the Digital Banking Podcast, and Trey Maust discuss the benefits of community financial institutions (CFIs) and their role in the future of banking. Trey's passion fo...
Surround yourself with honest people, listen, and build a culture that benefits everyone - Tracey Miller of Pioneer FCU
August 20, 2021 16:00 - 1 hour - 48.9 MBIn this episode of the Digital Banking Podcast, host Josh DeTar and SVP/VP of Operations Tracey Miller of Pioneer Federal Credit Union discuss a wide range of hot credit union topics. Tracey has a lot of experience in fintech and explains how important it is to be honest with both team members and external partners. Creating stable and sincere relationships can help any business to grow. If the foundation is strong, everyone around you will prosper and achieve their goals. Tracey points o...
Surround yourself with honest people, listen, and build a culture that benefits everyone - Tracey Miller of Pioneer FCU
August 20, 2021 16:00 - 1 hour - 48.9 MBIn this episode of the Digital Banking Podcast, host Josh DeTar and SVP/VP of Operations Tracey Miller of Pioneer Federal Credit Union discuss a wide range of hot credit union topics. Tracey has a lot of experience in fintech and explains how important it is to be honest with both team members and external partners. Creating stable and sincere relationships can help any business to grow. If the foundation is strong, everyone around you will prosper and achieve their goals. Tracey points o...
You Have to Keep Learning Throughout Your Life - Laura Thompson
August 06, 2021 16:00 - 53 minutes - 36.9 MBLaura Thompson is a retired SVP/CIO at the famous Orange County's Credit Union. She inherited her passion for credit unions from her family, who have been involved with credit unions for decades. For her, credit unions, or careers in general, aren't only about getting promotions and earning more money. They’re about broadening knowledge and fostering mutual respect among members and colleagues, no matter what industry they belong to. According to Laura, knowledge is a never-ending journey t...
Credit Unions Do a Terrible Job of Branding and Marketing - Eric Isham, CEO of Omnicommander
July 23, 2021 16:00 - 1 hour - 53.6 MBEric Isham is a founder and CEO of OMNICOMMANDER, a company dedicated to helping credit unions grow by using well-thought-out SEO and marketing strategies. Based on his experience with credit unions, Eric claims that they do a terrible job of branding and marketing. How does that affect their overall performance and success? Eric sees marketing as an essential tool for growth. However, marketing is only part of the answer. Credit union executives need to communicate well with their employee...
Keeping Pace With Big Banks by Adopting Their Technology. Insights From Brenda DiMuro, Regional Sales Manager at CO-OP Financial Services
July 09, 2021 16:00 - 44 minutes - 30.8 MBIn this episode of the Digital Banking Podcast, Josh DeTar discusses the impact of digitalization on the financial industry with his guest Brenda DiMuro, Regional Sales Manager at CO-OP Financial Services. Not only do Brenda and her team at CO-OP service at least 50% of credit unions across the country, but they're also currently working to enable Zelle for them. Due to its endorsement/adoption by major banks like Bank of America, Chase and Wells Fargo, Zelle is rapidly becoming the de fact...
Delivering A Personalized and Member-Centric Consumer Experience with Dennis Griesgraber from United Educators Credit Union
June 25, 2021 16:00 - 1 hour - 41.6 MBIn this episode of the Digital Banking podcast, Josh DeTar talks to Dennis Griesgraber, Chief Technology Officer at United Educators Credit Union. In this conversation, the two focus on the benefit of small credit unions and the importance of delivering a superior, member-centric experience to the credit union community in our technology-driven society. Dennis speaks about the role of technology in enhancing the member experience. He sees that, even though we are surrounded by technology, m...
Managing Your Money Means Managing Your Giving, Too. So Says Gideon Taub, Founder of Pinkaloo
June 11, 2021 16:00 - 49 minutes - 34.2 MBGideon Taub, founder of Pinkaloo, is on a mission to democratize philanthropy.He says that while there's been a lot of innovation to help charities raise money, there hasn't necessarily been a lot of focus on how donors manage all of their giving. He also says giving has been siloed and isolated and explained why people should be more proactive in their giving. Pinkaloo seeks to change that. Gideon and host Josh DeTar discuss the virtual community and the importance of investing in digital...
The Importance of Investing in Digital Banking With Gideon Taub, the Founder of Pinkaloo
June 11, 2021 16:00 - 49 minutes - 34.2 MBThe story goes like this: There was a man, a young man working on his taxes. It was a regular day, he thought. But, the man was wrong. It was a day when he would initiate a change. His name is Gideon Taub, and he is the founder of Pinkaloo, a company on a mission to democratize philanthropy. Gideon Taub takes us back to the beginnings of Pinkaloo. Gideon says while there's been a lot of innovation to help charities raise money, there hasn't necessarily been a lot of focus on how donors mana...
How Do Credit Unions Leverage Technology to Adapt to Members’ Changing Needs? First-Hand Answers from Mark Sommer, COO at ProMedica Federal Credit Union
May 27, 2021 16:00 - 54 minutes - 37.2 MBIn this episode of the Digital Banking Podcast, Josh DeTar talks with Mark Sommer, COO at $70M ProMedica Federal Credit Union, based in Toledo, Ohio. They discuss actual a wide range of topics in the credit union environment, including the pandemic-driven society surrounded by the power of technology. How can small credit unions leverage technology to improve their services? Mark talks about the advantages and disadvantages of a digital environment, where non-face-to-face contacts affect th...
Discussing The Importance Of Humanizing The Digital Banking Experience With Adrian Quince
May 14, 2021 16:00 - 1 hour - 63.7 MBIn this episode of the Digital Banking podcast, you get to hear from Adrian Quince, Assistant Manager for technology at Redwood Credit Union. RCU is a trusted and community-focused credit union that offers banking services to over 300,000 members. Adrian joins our host Josh DeTar to discuss the power of technology in helping their members achieve their financial goals. What's one of the most significant value propositions that credit unions bring to the table? According to Adrian, it's the ...
How Does Merle van den Akker See the Role of Emotions In People’s Money-Spending Habits?
April 30, 2021 16:00 - 1 hour - 50 MBIn this episode of Digital Banking Podcast, Josh DeTar features a conversation with guest - Merle van den Akker. Merle is a Behavioural Science Ph.D. student at the Warwick Business School in England. Merle’s motto is “You are never done learning” and she backs this up as a host the Questioning Behaviour podcast and as a blog writer at Money On The Mind. Merle’s inspiration for all of her work are two big questions: “Why do people spend the money they spend, and why don't people make certa...
How Can Data and Applied Analytics Help Credit Unions Deliver a Better Member Experience in the Digital Era – Tim VanTassel from FICO
April 16, 2021 19:00 - 43 minutes - 30.1 MBTim VanTassel, a VP of analytics software organization FICO, has rich experience in consulting, financial services, and banking. He’s interested in data and applied analytics, which he finds incredibly important in delivering convenient member experience, especially when it comes to credit unions. In the latest episode of Digital Banking Podcast, he introduces the concept of FICO score, which is another brand of credit score widely used by lenders worldwide, but he also mentions other issue...
The Vital Connection Between Technology and Credit Unions with John San Filippo of Finopotamus
April 02, 2021 19:00 - 53 minutes - 36.5 MBIn this episode of the Digital Banking Podcast, you’ll hear from John San Filippo, the co-founder of Finopotamus. Finopotamus is a digital magazine for credit unions providing the latest fintech news from the industry. John has been in the credit union industry for over 30 years and has fulfilled a range of roles in different organizations. As a proud co-founder of a credit union blog, John now delivers useful tips and tricks to credit unions and technology companies that service credit unio...
The Vital Connection Between Technology and Credit Union’s with John San Filippo of Finopotamus
April 02, 2021 19:00 - 53 minutes - 36.5 MBIn this episode of the Digital Banking Podcast, you’ll hear from John San Filippo, the co-founder of Finopotamus. Finopotamus is a digital magazine for credit unions providing the latest fintech news from the industry. John has been in the credit union industry for over 30 years and has fulfilled a range of roles in different organizations. As a proud co-founder of a credit union blog, John now delivers useful tips and tricks to both credit union members and people who’d like to join one. ...
Collin Campbell outlines tips for a better consumer experience within credit unions
March 19, 2021 19:00 - 45 minutes - 31.2 MBCollin Campbell is one of the brightest minds when it comes to implementing strategic initiatives focused on Credit Unions, and he has some interesting points of view that are going to shift the way you see the overall member experience. When Collin started his career, it was in digital. Over the years he has found his place in the finance industry where he works as a strategic advisor for credit unions. In 2019, Collin collaborated with other partners and launched Detalus Strategy. In thi...
The Importance of Personalized Digital Experience in the Finance Industry with Mickey Goldwasser
March 05, 2021 19:00 - 59 minutes - 41.2 MBIn this episode of Digital Banking Podcast, Josh DeTar discusses the development of payment technologies with his guest Mickey Goldwasser, VP of Marketing and Chief of Staff at Payrailz. Having been in the industry since he got out of college, he calls himself a lifelong FinTech. He selflessly shares with us his helpful insights on how to embrace technology and explore artificial intelligence. Mickey's goal at Payrailz is to create a smart payment experience that will satisfy the end cust...
Sahil and Christian from George Washington University bring a young and fresh perspective on students’ finances and credit unions
February 19, 2021 18:00 - 34 minutes - 23.4 MBSahil Pankhaniya and Christian Trummer are two names that you should remember beyond doubt, if you haven't done it already, because of some incredible things that these guys are working on. They're both seniors at the George Washington University, and this is precisely where they first started thinking about Credit Union Initiative. When Sahil first started his studies at the George Washington University, he discovered that his classmates were running credit unions. He also found out that ...
Rural Multi-Branch Credit Union CIO Reflects on 2020
February 05, 2021 22:00 - 42 minutes - 29.2 MBGuest Andrew Bertrand, CIO ofOur Community Credit Union discusses 2020's most pressing industry issues with podcast host Josh DeTar of Tyfone. Topics Bertrand covers include strategizing for organizational growth, improving member experience, reducing costs through IT, and achieving many of the critical objectives that support those primary goals. He discusses the special operational challenges for rural CUs. He further examines lessons for CU leadership from the COVID-19 crisis and how to ...
Numerica Credit Union Leads with Efficiency and a Member-First Digital Banking Culture
January 22, 2021 19:00 - 39 minutes - 27.4 MBIs it possible to be pandemic-ready before one occurs? It was for Numerica Credit Union. Based in Spokane Valley, Washington, Numerica’s members-first operations had technological solutions in place to build on to better navigate COVID-19’s curveballs — that way, its 150,000 members could worry about one less thing. “Everything we do is all focused on enhancing our member’s lives, helping them fulfill their dreams and building the communities we serve,” says Numerica’s Senior Vice Presid...
Innovating to Improve Lives of CU Members and Employees
January 08, 2021 22:00 - 51 minutes - 35.7 MBBusiness Data Incorporated (BDI) customer relationship and sales expert, Brian Orta, discusses credit union (CU) industry learnings from the industry's adaptations and needs exposed during the 2020 coronavirus. Orta talks with Digital Banking Podcast Host, Josh DeTar about the unique challenges and opportunities the COVID-19 pandemic has generated for Credit Unions (CUs) to innovate methods for improving their customer and employee experience. Brian provides perspective on the shared circu...
Dutch Inspired Vision for Future Credit Union Service Models With Mike Tierney
December 12, 2020 01:00 - 41 minutes - 28.2 MBPodcast guest Mike Tierney discusses with host Josh DeTar the contrasts between current and former conventional U.S. American financial institution service offerings and personal finance management practices compared with those in other cultures, such as in the Netherlands. Tierney, participating in the interview via international telecom, discusses current and future creative concepts for the development of live and digital interactive programs for educating children and adults in effectiv...
Dutch Inspired Vision for Future Credit Union Service Models With Mike Tierney
December 12, 2020 01:00 - 41 minutes - 28.2 MBPodcast guest Mike Tierney discusses with host Josh DeTar the contrasts between current and former conventional U.S. American financial institution service offerings and personal finance management practices compared with those in other cultures, such as in the Netherlands. Tierney, participating in the interview via international telecom, discusses current and future creative concepts for the development of live and digital interactive programs for educating children and adults in effectiv...
Building a Profitable Consumer-Centric Credit Union With Margarete Mucker of Star One
November 20, 2020 22:00 - 47 minutes - 32.8 MBChances are, you’ve heard of Star One Credit Union. It’s one of Silicon Valley’s largest member-owned financial institutions. And because it’s surrounded by the Facebooks, Googles and Apples of this world, it has more than $10 billion in assets with less than 115,000 members. (Psstt… That’s pretty impressive.) It also has a 90% retention rate, thanks to its efforts to serve its members. (Psstt… Also pretty impressive.) One of the leading forces behind this customer-centric culture is Marga...
Building a Profitable Member-Centric Credit Union With Margarete Mucker of Star One
November 20, 2020 22:00 - 47 minutes - 32.8 MBChances are, you’ve heard of Star One Credit Union. It’s one of Silicon Valley’s largest member-owned financial institutions. And because it’s surrounded by the Facebooks, Googles and Apples of this world, it has more than $10 billion in assets with less than 115,000 members. (Psstt… That’s pretty impressive.) It also has a 90% retention rate, thanks to its efforts to serve its members. (Psstt… Also pretty impressive.) One of the leading forces behind this customer-centric culture is Marga...
The Merging of FinTech and Credit Unions With Austin Wentzlaff of FinTech Accelerator
November 06, 2020 23:00 - 40 minutes - 27.7 MBYou might not immediately associate credit unions with fintech startups, but this intersection is Austin Wentzlaff’s passion — so much so he started his own business. As the founder of FinTech Accelerator, Austin works with early-stage startups that provide tech solutions for credit unions. For instance, he’s working with a company called Illuma Labs, a voice-authentication solution built for credit unions. The idea is for credit unions to bypass those annoying security questions and better...
COVID-19’s Impact on Credit Unions and Industry Professionals
October 26, 2020 17:00 - 44 minutes - 30.7 MBThe abrupt cancellation of in-person industry gatherings has resulted in “a year of lost connections,” says Natasha Chilingerian, Credit Union Times’ Executive Editor. A self-proclaimed grammar nerd who deals with words daily, Natasha has managed the news site’s print magazine and website content for the past five years. Even though she’s worked remotely for seven years, there are plenty of new learning curves to navigate in light of COVID-19 — namely, the inability to connect with a commun...
Why Credit Unions & Community Banks Need to Pair Digital Banking with Digital Marketing
September 16, 2020 18:00 - 33 minutes - 23.1 MBOf the many important lessons the COVID-19 pandemic has taught us, don’t overlook this one: Digital marketing and communication strategies are key for any business, even those in the financial services industry. On this episode of the Digital Banking podcast, Prisma Campaign’s Chief Revenue Officer Ianai Urwicz discusses how critical it is for financial institutions to keep up with the ever-evolving marketing landscape. Ianai’s perspective is rich with culture and experience. Though bor...
CUProdigy’s Community-Oriented Approach to Digital Banking for Credit Unions
September 15, 2020 18:00 - 43 minutes - 29.9 MBCredit unions are uniquely able to create intimate relationships with members, especially in rural towns where access to critical resources is limited. A passionate advocate and CEO of CUProdigy, Amber Harsin understands that better than most. She’s committed much of her career to credit unions — she credits working in branch after high school with providing unique opportunities to discover her full potential. Now, she ensures CUProdigy, a core data processor vendor, can help credit uni...
Digital Banking Pivots at the Credit Union of Colorado
September 15, 2020 17:00 - 40 minutes - 27.8 MBAs the digital space rapidly evolves, can credit unions access technology providers to fortify the journey forward? In the premiere episode of the Digital Banking podcast, host and Tyfone’s VP of Sales and Marketing Josh DeTar welcomes Mitch Rosenbaum and Lisa Mixon from the Credit Union of Colorado. As the credit union's Director of Project Management, Lisa has enjoyed learning everything about the industry over the last 10 years, especially the parts where she gets to connect with peopl...