Blog Archives

#3867: Payfinia Partners with TAPP Engine to Provide Instant Wealth Management Capabilities

3/31/2025

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Payfinia’s General Manager Keith Riddle and TAPP Engine’s Co-Founder/President Will Dolan stopped by the show to discuss Payfinia's new partnership with TAPP Engine and how it provides instant wealth management capabilities for credit unions.

Keith and Will shared key points of the partnership:

Partnership enables participating clients to access Payfinia’s full suite of instant payment services, enabling an embedded suite of services to support account-to-account transactions, ACH messaging and instant payments requests.
Infusing instant payment capabilities into TAPP Engine’s platform enhances the account holder’s ability to manage cash flow within their checking accounts and accelerates the purchase of securities through the connected brokerage account.
Provide credit unions with a fully managed, instant payments option to attract and retain more assets.

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

#3866: How Fibre FCU Reduced HR Response Time by 95%...

3/31/2025

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Fibre Federal Credit Union’s HR and Employee Relations Manager Kellie Preheim joined us on the show to share how Fibre FCU reduced its human resources (HR) response time by 95% using Eltropy's AI-powered texting platform.

Leveraging Eltropy's AI-powered texting platform has allowed the credit union to:

Streamline staff scheduling, allowing extended HR coverage hours
Strengthen documentation for compliance with state leave laws
Expand communications to include inclement weather and leave management
Improve employee experience, particularly during medical situations

Kellie shared a couple of real-life scenarios that have resulted in lowering its HR response time from 3-5 minutes to 10 seconds or less -- as well as how this time-saving solution has impacted the credit union overall.

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

#3865: How Wescom Financial's First-Time Borrower Program Helps Californians Build Credit...

3/27/2025

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Maggie Pacheco, VP Mortgage Lending at Wescom Financial, and Jeff Smrcka, VP Consumer Lending at Wescom Financial, joined us on the show to discuss the credit union's first-time borrower program that's helping Californians build credit to ultimately put them on a firm financial footing.

Maggie and Jeff talked about first-time borrowers knowing how to get started can be tricky, and there are often hurdles that they are not aware of when looking to build credit or make a major purchase like their first home. This program, again, further positions the credit union as a trusted resource in yet another area.

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

#3864: Happy Money's Matt Potere Talks Lending, Liquidity, and the State of the Consumer...

3/27/2025

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Happy Money’s CEO Matt Potere stopped by the show for a rapid-fire discussion, sharing his insights and expertise on the following topics:

the current state of the consumer
the largely untapped opportunity in unsecured personal loans
strategies for credit unions to effectively diversify their portfolios and drive sustainable growth
updates from Happy Money (Happy Money has been named the Best Consumer Lending Company by FinTech Breakthrough)

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

#3863: How TruStage Helping Credit Unions Fight Current Taxation Threat...

3/26/2025

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TruStage Vice President, Corporate and Legislative Affairs Alane Dent joined us on the show to share how TruStage is helping support credit unions in the current taxation fight.

Specifically, Alane talked about how TruStage plays a crucial role in aiding credit unions in their battle for tax exemption, highlighting the need for unity and caution against agreements that may weaken their stance. She added that through educational initiatives and grassroots campaigns, TruStage encourages credit unions and their members to share their experiences with lawmakers, emphasizing the importance of their collective voice.

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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