Episodes

#2964: Latest TransUnion Fraud Analysis Shows Significant Drop for Financial Services...

8/11/2022

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TransUnion’s SVP and Go-to-Market Global Fraud Solutions Sean Donnelly stopped by the show to share findings from the “TransUnion Global Fraud Analysis for Q2” -- which seemed to be a mixed bag but mostly good news.

Sean shared the big shift in fraud to insurance and logistics, where it has increased by quite a bit. He explains why.

On a brighter note, however, fraud in the financial services sector has dropped 22% from this time last year. Sean addressed what's going on here, as to why the recent drop.

But, with nearly 4 in 10 American adults still experiencing fraud in some shape or form today, he stressed that we (consumers and credit unions) need to remain vigilant in our fight against the fraudsters. what is the most common fraud tactic right now?

A very enlightening talk with Sean with some surprisingly positive numbers. Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.

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#2963: Pinal County Leverages Intelligent Digital Engagement Tech, Wins Prestigious Award...

8/11/2022

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Be sure to watch the entire interview below the show notes for all the details.

Agent IQ’s CRO Soren Bested and Pinal County Federal Credit Union’s Vice President of Organization Developed Tiffany Tipton joined us on the show to share a “Pinal County — where are we now?” story, using Agent IQ's AI and human language understanding technology to better serve their members like never before.

We initially spoke with Pinal County on January 5, 2021, when they were just piloting Agent IQ's technology and Tiffany provided a quick recap on how the two organizations initially worked together to leverage this intelligent, digital engagement technology.

Tiffany then brought us up to speed on where they are today, providing results/anecdotes/feedback. For starters, Pinal County recently won (May 2022) the Banking Tech Awards USA for Best Community Bank/Credit Union Award.

Soren shared his thoughts on this journey these two organizations have been on over the last year-and-a-half, as well as where they are headed.

Lastly, Tiffany provided some advice to credit unions looking at doing something similar. Check it out and let us know your thoughts. And be sure to watch the entire interview below for all the details.

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#2962: How Coastal Helping Members Become Homebuyers in a Changing Market...

8/10/2022

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Be sure to watch the entire episode below the show notes for all the details.

Coastal Credit Union Vice President of Real Estate Operations Louis Guillama joined us on the show to share his insights on how credit unions, Coastal in particular, can help members become homeowners in today's very interesting real estate environment.

Louis shared his thoughts on the current state of the home buying/mortgage lending market right now, as well as how record-high home prices and rising rates are impacting the current market right now.

He also talks about what he is seeing in regards to supply and demand right now. Are those bidding wars still occurring?

In addition, Louis shared a couple of tips for consumers/members who are looking to become homeowners this year or in the near future?

Lastly, he unveiled his crystal ball to share what he envisions happening in Q3 and Q4 of 2022.

Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.

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#2961: How Ocean Financial Helps Members Manage Credit Scores without Negative Impact...

8/10/2022

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Be sure to watch the entire episode below the show notes for all the details.

Joe Tedesco, Ocean Financial Federal Credit Union President/CEO, stopped by to share how his credit union has helped Ocean Financial members stay on top of their credit scores without negatively impacting it. Joe says they have been using Credit Sense, a credit monitoring feature within their online and mobile banking solutions.

Check it out and let us know your thoughts. And be sure to watch the entire interview below for all the details.

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#2960: Community First CEO Shares How Recession Could Reverse Credit Union Growth...

8/9/2022

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Be sure to watch the entire episode below the show notes for all the details.

Community First Credit Union CEO John Hirabayashi joined us on the show to share highlights from his recent interview in the Jacksonville Business Journal entitled: “Credit unions grew a lot during Covid. A recession could reverse that.”

Before diving in on how the recession could reverse credit unions' recent growth trend, John shared with us the differences in this predicted climate and the Great Recession of 2008-09.

He then shared how much his credit unions grew during COVID and how the looming recession could reverse this growth.

John outlined what credit unions can do to prepare and protect themselves from a recession that could have negative ramifications, as well as what preparations his credit union is doing to prevent adverse impact of a recession.

Check it out and let us know your thoughts. And be sure to watch the entire interview below for all the details.

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<<Previous

#2964: Latest TransUnion Fraud Analysis Shows Significant Drop for Financial Services...

#2963: Pinal County Leverages Intelligent Digital Engagement Tech, Wins Prestigious Award...

#2962: How Coastal Helping Members Become Homebuyers in a Changing Market...

#2961: How Ocean Financial Helps Members Manage Credit Scores without Negative Impact...

#2960: Community First CEO Shares How Recession Could Reverse Credit Union Growth...

Mike Lawson, Host

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