Blog Archives

#4038: How Technology is Reshaping How Credit Unions Respond to Fraud Management...

8/26/2025

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Matthew Overin, Manager–Risk Management at Logix Federal Credit Union, and Emmie Aggarwal, Marketing Director at Quinte Financial Technologies, joined us on the show to discuss fraud management—a critical area for credit unions—and how technology is reshaping how credit unions can respond in this area. As an example, Matthew and Emmie share how Logix is using Quinte Financial Technologies’ CaseHUB — a platform for fraud and dispute case management -- to mitigate fraud activity at the credit union.

They talked about how innovation is moving fast, but credit unions still face big operational and compliance hurdles in this arena and shared key pain points CaseHUB solve -- and how it is transforming the fraud management process at Logix.

Matthew and Emmie also discussed how CaseHUB enables quick responses to fraud trends at the credit union, while enhancing collaboration among teams and benefits clients like Logix through cloud integration to improve reporting and decision making.

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

#4037: Credit Union WealthTech Connect Aims to Advance Wealth Management for Credit Unions and Members...

8/25/2025

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Mission Federal Credit Union’s CFO Ron Araujo and TAPP Engine’s President Will Dolan joined us on the show to talk about the inaugural Credit Union WealthTech Connect Conference, taking place September 21-23, at The Gaylord Opryland in Nashville, TN, which is dedicated on advancing wealth technology and management for credit unions and their members.

Featured keynotes at WealthTech Connect include:

Russell Price – Chief Economist for Ameriprise, named Bloomberg’s Best for being the most accurate forecasters
Rhian Horgan – CEO of Silvur who is also featured on Kipplinger, Barrons, Yahoo Finance and others will talk about Building Your WealthTech Ecosystem
Tanya Van Court – CEO of Goalsetter will expose the opportunities that are in front of credit unions with the Great Wealth Transfer Opportunity already underway!

#4036: Rise Analytics' Dan Price Shares How Retailer Stablecoins Threaten Credit Unions...

8/25/2025

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Rise Analyitcs' Vice President of Professional Services Dan Price stopped by the show to share highlights from his recent CUinsight article on "Retailer stablecoins: How they threaten credit unions.”

Initially, Dan briefly explained what retail stablecoins are and how they work, comparing the adoption curve of stablecoins to Uber’s rapid growth.

He also talked about how long he thinks it will take before consumer skepticism gives way to the perceived benefits – such as savings – and stablecoins start to rival debit or credit cards in everyday use.

To wrap up, Dan shared steps credit unions can take now to prepare for a future where retail stablecoins are widely adopted.

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

#4035: How Site Selection Can Make or Break Your Branch Growth Strategy...

8/24/2025

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LEVEL5’s Executive Vice President Kurt Klassen stopped by the show to talk about The Precision Principle, LEVEL5’s approach to site selection that can make—or break—your branch growth strategy. Kurt shared why getting location right is the one decision you can’t afford to get wrong, and how big banks are quietly proving this every day.

Kurt initially discussed why branch placement still matters in today's digital world -- busting the myth that digital banking didn’t kill the branch, it changed its role.

He also revealed what the big banks already know, as they are still adding branches today:

JPMorgan Chase: 500 new branches by 2027
Bank of America: 150+ financial centers across 60 markets
Fifth Third Bank: 200+ branches in 4 years

He then talked about LEVEL5's Precision Principle – what it is and why it matters, adding that precise placement is the non-negotiable element of growth—get it wrong, and nothing else makes up for it, making million-dollar decisions with data you can trust.

For more info site selection strategies, download LEVEL5's The Precision Principle white paper before you pick a new location for your next branch.

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

#4034: Suffolk Credit Union Turns Core Conversion Challenges into Competitive Advantages...

8/24/2025

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Suffolk Credit Union’s Manager of Banking Operations Tom Kelly and Senso’s Customer Success & Growth Lead Mavis Wang joined us on the show to share how Suffolk is working with Senso's AI-powered knowledge base, enabling the credit union to turn core conversion challenges into competitive advantages through better knowledge management.

Specifically, Mavis and Tom talked about what it takes to create AI-first organizations with accurate data management. Implementing AI solutions starts with the most impactful areas, and ongoing feedback helps refine the platform.

They discussed the shift to a modern knowledge management system that boosts efficiency, subsequent results, and future plans aim to stabilize AI solutions.

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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