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#2213: How the Health and Economic Crisis Impacting Credit Union Marketing Strategies...

7/30/2020

 
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FICO VP/GM - Solutions, Advisory, and Specialty Sales Group Tim VanTassel joins us on the show to share how the economy and world events are impacting the marketing strategies for credit unions for the rest of 2020 and going into 2021.

Here's what we asked him:
  • How have the economy and world events impacted the marketing strategies for credit unions right now?
  • What should credit unions keep in mind if they are going to proceed with marketing as planned?
  • Many credit unions are scaling back their outreach to new prospects and focusing on Member marketing, what is your recommendation for prospect strategy?
  • Traditionally how have credit unions gained access to prescreen services that are sized for them versus the national banks?
  • What other best practices would you recommend to credit unions as they move forward this year and get ready for next year hoping things turn around economically?

Check it out and let us know your thoughts.
Discovery 2020
Trellance

#2212: Capstone Drives Partnership with Ardent CU and RenoFi to Bolster Home Renovation Loans...

7/30/2020

 
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It's no secret that many of us have had a lot of time on our hands lately not having to commute the office or venture to the airport to catch a plane -- which leaves some spare time to work on the house. This "work on the house" is a great opportunity for credit unions to promote and process home renovation loans. And this was the impetus of Capstone Strategic, Inc. fostering a new partnership RenoFi, an innovative financial technology company powering next-generation renovation loans, with Ardent Credit Union, one of the largest credit unions in Southeast Pennsylvania.

Capstone advised RenoFi on this partnership and introduced the two organizations, which allows RenoFi to provide a digital and modern home renovation financing experience to the members of Ardent Credit Union. The partnership works by having Ardent members, who are homeowners, take out an Ardent Renovation Loan, working with RenoFi to review their plans or specs, conduct due diligence on the general contractor and provide a feasibility analysis of the budget -- all with the aim of ensuring that members are put in the best position to successfully complete their renovation and adding a ton of value to the credit union.

On the show to explain how it all works are Rob Werner, CEO of Ardent Credit Union; Justin Goldman, CEO of RenoFi; and John Dearing, Partner at Capstone Strategic.

Check it out and let us know your thoughts.
Discovery 2020
Trellance

#2211: Trends Predicted to Impact the Credit Union Landscape Rest of 2020...

7/29/2020

 
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In a year when uncertainty and unpredictability are the norm, how would anybody dare predict how things are going to go for the rest of 2020. Well, one company is bold enough to do so and that's Glia.

We invited Glia's CEO/Co-Founder Dan Michaeli on the program to get out his crystal ball and share how specific trends will impact the credit union landscape for the rest of this year. Those trends include:
  • digital member service
  • contact centers transforming into engagement centers
  • more credit unions expanding their AI use

Dan details each of these trends and how they will affect credit unions heading into the back half of the year. Check it out and let us know your thoughts.
Discovery 2020
Trellance

#2210: SOS's Jim Stickley Shares Latest Phishing Scams to Hit Credit Unions during COVID-19...

7/29/2020

 
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During my recent guest host duties on Best Innovation Group's weekly CU Digital Town Hall, SOS Founder Jim Stickley came on to discuss the latest phishing scams to hit credit unions during the COVID-19 pandemic. Needless to say, there are a lot of them and Jim delivers in his own, unique way..

Jim shares some of the top attacks for the Town Hall's audience -- and now you get to hear them, as well. Very timely and important info here for your credit union's security. So check it out and let us know your thoughts.
Discovery 2020
Trellance

#2209: Why CUNA is Launching 'COVID-19 Restart and Recovery Task Force' for Credit Unions...

7/28/2020

 
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As the reopening/restarting of businesses and schools nationwide commences, CUNA has also commenced with its own reopening endeavor called the "Credit Union System COVID-19 Restart and Recovery Task Force."

To get the inside scoop on this new task force, as well as why create something like this, how it works, what its goals are and how credit unions can get involved, we invited CUNA Chief Engagement Officer Greg Michlig on the show. Greg quickly reminds us that this isn't a "reopening" effort, as credit unions never closed. It's more of a strategic restarting process with input coming from a myriad of leadership sources -- including credit unions themselves.

According to Greg, the Task Force will meet on a biweekly basis to discuss strategic priorities including business continuity, digital services and automation, staffing and operations and industry financial impact. The primary focus will be related to credit unions restarting their business operations and an opportunity for long-term strategies that will help foster growth throughout the movement

Check it out and let us know your thoughts.
Discovery 2020
Trellance
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    Mike Lawson, Host

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