Sponsor Feature: How a 500-Mile Hike Through Spain Can Benefit Your Credit Union's Business…2/28/2019
One of the most beloved and popular leaders in the credit union industry, St. Louis Community Credit Union Chief Strategy Officer Patrick Adams joins us on the show to deliver some valuable leadership information on "Thinking Big" for your credit union's future.
Patrick will be speaking at CU Members Mortgage 2019 Road Show this spring/summer (three stops: Memphis, Denver, and Philadelphia) on his thought-provoking "Thinking Big" topic. He was generous enough to provide us with a quick preview of his timely talk -- along with a few practical takeaways his audience will gain and use right away. Here's a synopsis of his Road Show presentation: The daily grind can elevate details and diminish the value of strategic thinking. Let’s take some time to discuss the BIG ideas. As a leader, it is our responsibility to set direction. The most important piece of a puzzle is the picture on the box. First, you need a vision as to what needs to happen. Growth is the ultimate goal and demands a plan. We’ll focus our energy in this session on planning, leadership skills, shaping corporate culture, marketing, ops, and technology. Check it out and let us know your thoughts. And don't forget to check out CU Members Mortgage 2019 Road Show dates, locations, and agenda, as well. 
Creating and delivering an omni experience for credit unions in today's fast-paced, fintech world is a must to maintain a competitive edge and meet the ever-evolving needs of savvy consumers/members. One company is doing just that for credit unions big and small -- and that's Mahalo Banking.
Mahalo Banking President/CEO Alan Augustine and SVP of Experience Denny Howell joined us to share just how they are delivering an omni experience to credit unions of all sizes -- which enables the smaller shops to level the proverbial playing field. New to the fintech scene, Mahalo Banking has some very reputable partners in CUTEK's Ron Murray and SOS's Jim Stickley who are providing the company with decades of expertise in service and security. In addition, Mahalo has employed the expert API services of SVP of Product Development Daniel Domek. Check it out and let us know your thoughts. 
According to CuVantis Co-Founder/CEO Keith Weber, the current investment services model hasn't changed in more than 30 years -- which doesn't bode well for credit unions looking to increase their business in this area, along with deepening the member relationship.
What CuVantis is doing is essentially flipping the old model on its head that allows credit unions to better serve more members with their life-long wealth planning efforts. As a result, more business for the long term. The new CUSO will focus on bringing the fee-based business to credit unions -- all based on the industry's cooperative values. Check out our chat with Keith and let us know your thoughts. 
#1081: Why Trellance Acquired OnApproach and What It Means to Credit Unions Moving Forward…2/19/2019
Lots of mergers and lots of acquisitions occurring in the credit union industry these days -- even on the vendor side of the fence. One of the bigger announcements came last week when payments CUSO Trellance acquired data analytics provider OnApproach.
To get a behind-the-scenes look at this acquisition, Trellance President/CEO Tom Davis and OnApproach CEO (now M360 product owner) Paul Ablack joined us on the program. Both Tom and Paul provided the reasoning behind the move, as well as how the two organizations will work together to become the industry’s leading data analytics provider to credit unions nationwide. Check it out and let us know your thoughts. 
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Mike Lawson, HostMarried to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple. Categories
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