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FintechSummit24: How Pulsate’s 'Opportunities Engine' Enhanced Chartway's Member Loyalty...

9/30/2024

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Sarah Martin, CEO at Pulsate, and Rob Keatts, EVP, Chief Strategy Officer at Chartway Credit Union, stopped by the Studio Lounge to discuss how Pulsate’s opportunities engine has helped Chartway strengthen its member loyalty.

Rob and Sarah explained how Pulsate has positioned the credit union to deliver a more personalized digital banking experience to its members by adding the fintech to its pre-approved loan campaigns, which has provided a significant lift in this area.

Sarah shared what exactly is its opportunities engine, and how this engine creates and identifies opportunities for financial institutions like Chartway.

They also talked about how tailored micro-engagements, such as targeted notifications and other offers, can effectively influence member behavior and deepen those relationships.

Lastly, the addressed how it all strengthens member loyalty and, ultimately, positions the credit union as members’ primary financial partner.

Check it out and let us know your thoughts. And be sure to watch more of our Studio Lounge interviews from Fintech Summit, as well as support our hosts/sponsors TruStage and Harness.

FintechSummit24: How Debbie Helped CFCU Drive Over $1 Million in Deposits in 60 Days...

9/30/2024

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Rachel Lauren, Co-Founder & COO at Debbie, and Blake Woods, VP, Insights, Innovation & Impact at Community Financial Credit Union, stopped by the Studio Lounge to share Debbie and Community Financial have worked together to benefit the credit union's members, leveraging their app to offer cash rewards for meeting financial goals.

Rachel and Blake talked about how Debbie, through it savings reward app, has helped Community Financial drive more than $1 million in deposits in the last two months and over $6 million since March of 2024. Suffice to say, this is a good match that's working very well.

They also previewed their Fintech Summit panel session: "Why financial inclusion makes financial sense."

Check it out and let us know your thoughts. And be sure to watch more of our Studio Lounge interviews from Fintech Summit, as well as support our hosts/sponsors TruStage and Harness.

FintechSummit24: What is the Biggest Threat and Opportunity for Credit Unions Today...

9/30/2024

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Matt Weisman, VP of Sales at Harness, and Sam Das, Managing Director at TruStage Ventures, joined us in the Studio Lounge to discuss the biggest threat and opportunity credit unions face today.

Sam and Matt then discussed how Harness started strong in the nonprofit sector, partnering with thousands of organizations. They addressed the threats and opportunities Harness saw that made them expand into serving credit unions, as well.

Sam also talked about the key factor that led TruStage to invest in Harness, and Matt shared how the partnership with TruStage has impacted Harness so far.

Check it out and let us know your thoughts. And be sure to watch more of our Studio Lounge interviews from Fintech Summit, as well as support our hosts/sponsors TruStage and Harness.

FintechSummit24: Industry Execs Discuss Fintech Macro Trends on the Horizon...

9/29/2024

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Matt Potere, CEO at Happy Money, and Brian Kaas, President & Managing Director, at TruStage Ventures, stopped by the Studio Lounge to discuss what macro trends they see on the horizon that credit unions should be aware of right now.

Matt and Brian also talked about Matt being the new CEO of Happy Money and where he plans to take the company in its next chapter.

Check it out and let us know your thoughts. And be sure to watch more of our Studio Lounge interviews from Fintech Summit, as well as support our hosts/sponsors TruStage and Harness.

FintechSummit24: TruStage's Corrin Maier Talks What's Driving Growth in Embedded Financing...

9/29/2024

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Corrin Maier, VP Lending Member Experience at TruStage, joined us in the Studio Lounge to share her insights on what is driving the growth in embedded financing -- and what does this growth mean for credit unions today.

Check it out and let us know your thoughts. And be sure to watch more of our Studio Lounge interviews from Fintech Summit, as well as support our hosts/sponsors TruStage and Harness.

<<Previous

FintechSummit24: How Pulsate’s 'Opportunities Engine' Enhanced Chartway's Member Loyalty...

FintechSummit24: How Debbie Helped CFCU Drive Over $1 Million in Deposits in 60 Days...

FintechSummit24: What is the Biggest Threat and Opportunity for Credit Unions Today...

FintechSummit24: Industry Execs Discuss Fintech Macro Trends on the Horizon...

FintechSummit24: TruStage's Corrin Maier Talks What's Driving Growth in Embedded Financing...

Mike Lawson, Host

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