Episodes

#3979: How Great Lakes and Janusea Worked Together to Make a Branch Acquisition a Tech Success...

5/12/2025

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Great Lakes Credit Union’s COO Elizabeth Osborne and Janusea’s David Whitcomb, VP of Products and Platforms, stopped by the show to share their success story about how the two organizations (with other partners involved) worked together to make Great Lakes' recent branch acquisition a technology transformation success -- all in two months.

Elizabeth and David discussed the new branch's member conversion strategies, project management, and the challenges encountered. With a 96% retention rate achieved post-acquisition, they emphasized the importance of speed and efficiency for future credit union strategies.

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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EDGE25: CUDX's Adam Wright Addresses The Future of Data for Credit Unions...

5/11/2025

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Adam Wright, Managing Director at CUDX (Credit Union Data Exchange), joined us in the Studio Lounge to discuss the future of data for credit unions and where CUDX resides in that future -- and why.

Adam emphasized the role of credit unions in serving community segments and treating data as a valuable asset. He shared strategies for onboarding new credit unions and integrating AI, along with the importance of quality data.

Check it out and let us know your thoughts. And be sure to watch more of our EDGE interviews on our episode archive page -- as well as supporting our Studio Lounge coverage sponsor Trellance.

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EDGE25: Why Credit Unions Need to Attend Money 20/20 This Fall...

5/11/2025

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Zach Christensen; Executive Director of CU Pride, Director at Mitchell Stankovic and Associates and Underground #STANDUP Advocate for Credit Unions & Members; stopped by the Studio Lounge for an impromptu talk about the importance of credit unions attending the Money 20/20 event this fall (October 26-29, in Las Vegas), particularly for credit unions and their partnerships with fintechs.

He addressed challenges credit unions face, such as costs and understanding the conference's purpose, as well as emerging trends like fractional leadership, urging attendees to apply insights gained to drive progress.

Check it out and let us know your thoughts. And be sure to watch more of our EDGE interviews on our episode archive page -- as well as supporting our Studio Lounge coverage sponsor Trellance.

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EDGE25: Filene's Dr. Gerry Kane Talks 'Overcoming Transformation Burnout to Thrive in the Digital Era'...

5/11/2025

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Dr. Gerry Kane, Filene Research Institute's newest Fellow that leads the Design for Digital Center of Excellence, joined us in the Studio Lounge for a lively discussion on highlights from his EDGE keynote "Overcoming Transformation Burnout to Thrive in the Digital Era."

In particular, Gerry talked about designing organizations for a digital world, highlighting technology's role in enhancing business practices. He also discussed overcoming transformation burnout, the impact of COVID-19 on digital adaptation, and the importance of a hybrid model for interactions.

Lastly, Gerry advocated for technology that aligns with core values, especially in credit unions, and explored AI's role in productivity while maintaining human connections.

Check it out and let us know your thoughts. And be sure to watch more of our EDGE interviews on our episode archive page -- as well as supporting our Studio Lounge coverage sponsor Trellance.

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EDGE25: How PenFed Resolved 300 Issues Identified by the NCUA Through Collaboration and Expertise...

5/11/2025

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Anila Viswambharan, PenFed Credit Union VP Data Science & Analytics, stopped by the Studio Lounge to share highlights from her EDGE session on "ProBridge + PENFED: Elevating Business Intelligence and Compliance Through Strategic Partnership."

Specifically, Anila talked about PenFed Credit Union's initiatives in this area and the establishment of a centralized business intelligence team. She said the team has successfully resolved 300 issues identified by the NCUA through collaboration and expertise.

Anila shared future projects that will focus on hyper-personalization and integrating advanced technologies like Snowflake and AI.

Check it out and let us know your thoughts. And be sure to watch more of our EDGE interviews on our episode archive page -- as well as supporting our Studio Lounge coverage sponsor Trellance.

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<<Previous

#3979: How Great Lakes and Janusea Worked Together to Make a Branch Acquisition a Tech Success...

EDGE25: CUDX's Adam Wright Addresses The Future of Data for Credit Unions...

EDGE25: Why Credit Unions Need to Attend Money 20/20 This Fall...

EDGE25: Filene's Dr. Gerry Kane Talks 'Overcoming Transformation Burnout to Thrive in the Digital Era'...

EDGE25: How PenFed Resolved 300 Issues Identified by the NCUA Through Collaboration and Expertise...

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