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#2585: How to Conduct NCUA Consulting Services Living from an RV 165 Straight Days...

5/31/2021

 
PSCU payments index
rv_marktreichel.mp3
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Ahh, the things you find on LinkedIn. Unlike my daughters who scroll endlessly through streams of silly TikToks, I like to scroll endlessly through post after post on LinkedIn. And did I find a quirky gem a couple of weeks ago from former NCUA Director and Examiner Mark Treichel (now semi-retired doing "NCUA Interpreter" consulting helping credit unions achieve the best possible exam results).

Seems Mark and his wife lived in their RV touring the state parks of Florida during COVID. And because Mark is a consultant, he discovered he could successfully conduct his NCUA consulting services "from the road" -- and did so for 165 days straight. Naturally, this piqued my curiosity to see how he pulled this off so well.

We invited Mark to come on the show and share his experience, as I'm thinking a lot of people would like to do something like this if they could. Maybe not 165 straight days, though.

This was a fun one. So enjoy our conversation with Mark, as he shares how was able to balance being a road warrior and NCUA consultant very successfully -- and continues to live the RV dream, looking to get back on the road very soon and tour the rest of the country.

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

Canvas Credit Union
CU Knowledge Hub
Trellance

#2584: Balancing the Spend -- The Strategy Credit Unions Can Use for Technology Investments...

5/31/2021

 
PSCU Payments index
pureit_jackandtrent.mp3
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PURE IT Credit Union Services CEO Jack Smith and CTO Trent Henson joined us on the show to share with us a concept they use when working with their credit union clients when it comes to future fintech implementations: “Balancing the Spend: The Strategy Credit Unions can use for Technology Investments.”

Here's what we asked Jack and Trent:
  • Before we get into the strategy, can you explain balancing the spend when it comes to technology investments?
  • Now, what’s the strategy?
  • How does a credit union accomplish this strategy?
  • What is the right amount to spend on technology today?
  • How does a credit union find their correct tech spend?
  • Why is this strategy important for credit unions today?

An incredibly timely topic as we emerge from the pandemic and look to incorporate new technologies that will better serve members in this new era. Check it out and let us know your thoughts. And watch the entire episode below for all the details.
Canvas Credit Union
CU Knowledge Hub
Trellance

THINK21: Former Best Buy CEO Shares How 'Human Magic' Helped Turnaround the Retailer...

5/27/2021

 
PSCU payments index
think21_samandhubert.mp3
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Canvas Credit Union
During CO-OP Financial Services THINK21 Virtual Series, CO-OP Financial Services Chief Experience Officer Samantha Paxson and former Best Buy CEO (now Harvard Business School Professor) Hubert Joly conducted a highly engaging Q&A about Hubert's leadership during the retailer's big turnaround in the last decade.

In this clip Hubert talks about his personal transformation from analytics to believing in "human magic," how Amazon was supposed to crush Best Buy (ended up partnering with them), and the two phases of transformation that got Best Buy back in the game.

For more details, check out his book: "
The Heart of Business: Leadership Principles for the Next Era of Capitalism."

Check it out and let us know your thoughts. Visit CO-OP Financial Services THINK21 for the entire presentation and more.
CU Knowledge Hub
Trellance

THINK21: How to Balance Security and User Experience to Meet Members' Digital Expectations...

5/27/2021

 
PSCU payments index
think21_deanandtim.mp3
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Canvas Credit Union
During CO-OP Financial Services THINK21 Virtual Series, CO-OP Financial Services Chief Strategy Officer Dean Michaels and Elements Financial Federal Credit Union Vice President of Innovation, Alignment, and Experience Tim Greene discussed expectations of members when it comes to digital (balancing security and user experience) and the impact of COVID changing/accelerating the member experience toward digital.

Check it out and let us know your thoughts. Visit CO-OP Financial Services THINK21 for the entire presentation and more.
CU Knowledge Hub
Trellance

#2583: Finalytics Report Reveals 40% of Consumers Would Leave Their FI for Better Digital Experience...

5/27/2021

 
PSCU payments index
finalytics_michaelcarter.mp3
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Watch the clip above and check out the entire episode located below the show notes.
Finalytics’ Michael Carter joined us on the show to share his insights on the rise of digital use and impact on member expectations and findings from 2021’s Best Credit Union Experiences report, where they discovered that 40 percent of consumers would leave their primary financial institution for a better digital experience.

Before we got started, Michael told us a bit about Finalytics -- which just launched a big data, machine learning platform that blows personalization away and they are going to the credit union market first.

Then we got into Finalytics' 2021 Best Credit Union Experiences report, showing how the pandemic has lifted customer expectation on the digital front to new highs. Michael adds what all these findings indicate, as well as how have the digital experience table stakes changed because of the pandemic -- possibly putting a large number of FIs at a tipping point.

Great conversation here with Michael, Check it out and let us know your thoughts. And watch the entire episode below for all the details.
Canvas Credit Union
CU Knowledge Hub
Trellance
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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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