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#396: How Credit Unions Can Provide More Proactive Member Service featuring Geezeo's Bryan Clagett (pt.2)...

5/28/2015

 
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In part two of our discussion with Geezeo's Chief Marketing Officer Bryan Clagett regarding his "A Letter to Bank and Credit Union CEOs" article that recently appeared on CUinsight's Community section, we talk about solutions on how credit unions and banks can be more proactive in serving their members/customers. This approach, leveraging today's "Big Data" trend, allows a financial institution to enhance its value exponentially because of the incredibly specific, individual service that can be provided. The potential is there, which can result in a huge opportunity for FIs to capitalize. Enjoy -- and let us know your thoughts on how credit unions can be more proactive in their member services.

Q2
CSCU

#395: Broken Promises -- 'A Letter to Bank and Credit Union CEOs' from Geezeo's Bryan Clagett (pt.1)...

5/27/2015

 
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Geezeo Chief Marketing Officer Bryan Clagett recently wrote a "A Letter to Credit Union CEOs" that appeared onCUinsight's Community section. In this extremely candid write up, Bryan shares how his credit union, along with his bank, failed him in being proactive to provide services he and his family need -- losing huge business opportunities and a lot of faith. Bryan adds that both institutions didn't contact him to see if they could help with financing purchases, opening certain accounts for savings, or anything else for that matter. A big let down.

With all the "Big Data" that financial institutions can gather on their members/customers these days, it's a huge surprise that many are more proactive in contacting individuals to see if they can help. That's what this discussion is all about from a consumer's point of view. Check it out and let us know what you think -- and don't worry, there's a happy ending.

Stay tuned for part 2 of our discussion next week.

Q2
CSCU

#394: Closing the Credit Union Digital Divide with Digital Align's Rajesh Patil...

5/26/2015

 
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Credit unions are in the midst of a digital transformation and it can be downright perplexing at times, as today's omni channel experience can be like a carnival house of mirrors at times. Which way do we go? What do we do next? Where's the path that will get us to where we want to go?

To put this current transformation in perspective is Digital Align's Rajesh Patil, who used to work for First Tech Federal Credit Union as a Digital Program and Product Manager. Today, Rajesh is helping lead credit unions to the digital promised land to maintain and/or exceed their peers' progress in this arena of developing multi-channel digital platforms.

In this timely talk, Rajesh shares many examples of credit union digital transformation, along with why it's so important today for CUs to embark on this all-important journey. Check it out and let us know how your credit union is faring on its digital, omni channel venture.

Q2
CSCU

#393: EMV, Apple Pay, and an $11 Million Gift with CSCU's BobHackney...

5/25/2015

 
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Continuing our 2015 CSCU Conference interview series, we had a chance to spend a few minutes with CSCU's President Bob Hackney on the company's 25th anniversary, looming EMV deadline (Are you ready?), Apple and Samsung Pay see-saw, CSCU's new Optimize platform, and a whopping $11 million gift to their clients.

Another compelling discussion on the latest in payments technology and more with CSCU's Bob Hackney. Enjoy!

Visit:
www.cscu.net
Q2
CSCU

#392: The Future of Payments and Disruptors with VISA's Jim McCarthy...

5/21/2015

 
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During our visit to CSCU's annual Client Conference in St. Petersburg, Florida, a couple weeks ago, we were very excited to spend a few minutes with VISA's Global Head of Innovation & Strategic Partnerships Jim McCarthy on his presentation about the future of payments and the disruptors in the marketplace.

A truly fascinating talk on where payments are going and how credit unions fit in. Check it out and let us know what you think.

Visit:
www.visa.com
Q2
CSCU
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    Mike Lawson, Host

    Married 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.

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