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FintechSummit24: Harness's Matt Weisman on How Heartshare and Mindshare Drive Walletshare...

10/6/2024

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Matt Weisman, VP of Sales at Harness, talks about the difference between "mindshare" and "heartshare" for credit union members/consumers.

Matt discussed why mindshare is important for businesses today -- and how heartshare differs from mindshare, and why it matters.

As a result, he looked at how mindshare and heartshare combine to drive walletshare for businesses 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.

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#3474: How Financial Plus Has Saved 100 Hours Per Month With In-Branch Account Opening...

10/6/2024

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Financial Plus Credit Union’s President/CEO Brad Bergmooser and MANTL’s CEO Nathaniel Harley stopped by the show to share how Financial Plus Credit Union has leveraged MANTL's account opening software to save 100 hours a month with its in-branch account opening.

Brad explained what was going on at Financial Plus that prompted them to look at a technology like MANTL to meet their members where they are -- especially with their account opening efforts, as new members can now open a share account on any banking channel in an average of four minutes.

Nathaniel and Brad talked about how they reduced the steps to open an in-branch member account from 100 to 15. This reduced the time to open a member share account from 15 to 30 minutes down to five. Financial Plus has saved 875 hours on in-branch account opening, almost 100 hours per month, between Sept. 2023 and July 2024.)

As a result, they addressed how modernizing the in-branch experience deepens member relationships today -- which seems like table stakes now for any financial institution.

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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#3473: Inclusiv's Mahon Shares Benefits of Clean Communities Investment Accelerator Grant for Credit Unions...

10/3/2024

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Inclusiv’s President/CEO Cathie Mahon stopped by the show to discuss the EPA's Clean Communities Investment Accelerator (CCIA) grant opportunity for credit unions.

Cathie explained that Inclusiv was awarded $1.87 billion through the EPA’s Greenhouse Gas Reduction Fund (GGRF) Clean Communities Investment Accelerator (CCIA) program. She shared how they will put this award to work, getting these grant funds into credit unions’ hands to help them build and scale effective green lending programs.

Cathie also talked about the benefits of credit unions participating to empower community lenders, increase access to clean energy financing, and build a more equitable and sustainable economy.

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

Quick backgrounder:
Participating credit unions will finance households and small businesses for efficient heating and cooling systems, efficient appliances, electric vehicles, solar panels and other projects that reduce energy bills, improve air quality and health outcomes, create jobs, and establish greater resilience and financial security.

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#3472: How First-Ever Smart Financial Calculator Reshapes the Way Lenders Interact with Borrowers...

10/3/2024

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Appli’s CEO Tim Pranger joined us on the show to share how his new company has launched first-ever smart financial calculator designed to reshape how lenders and marketers interact with potential borrowers (a.k.a. members) online.

Before we got to the calculator, Tim briefly told us about Appli and what prompted the launch of Appli -- and then its first-ever smart financial calculator.

Tim then proceeded to demo how their calculator works, reshaping how lenders and marketers interact with potential borrowers online.

Lastly, he shared what they are looking to achieve with their smart calculator.

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

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#3471: Colorado Credit Union Execs Host 'Pints with Purpose' at MAXX to Support CU4Kids...

10/2/2024

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Nathan Cape, CEO at Minnequa Works Credit Union, and Scott Sager, Chief Financial Officer at Colorado Credit Union, stopped by the show to share their big event “Pints With Purpose," which supports Credit Unions For Kids. This sudsy occasion will take place opening night of GoWest Credit Union Association's MAXX Convention in Denver, CO, October 13, 2024. Visit HelpMakeMircales.org for more info and/or donate.

Nathan and Scott provided the why behind "Pints with Purpose" and how they are leveraging credit union collaboration and Credit Unions for Kids with this event.

They also shared what they are looking to achieve with this event, future plans for the event, and how folks can get involved -- even if they aren't attending the GoWest MAXX Convention this year.

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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<<Previous

FintechSummit24: Harness's Matt Weisman on How Heartshare and Mindshare Drive Walletshare...

#3474: How Financial Plus Has Saved 100 Hours Per Month With In-Branch Account Opening...

#3473: Inclusiv's Mahon Shares Benefits of Clean Communities Investment Accelerator Grant for Credit Unions...

#3472: How First-Ever Smart Financial Calculator Reshapes the Way Lenders Interact with Borrowers...

#3471: Colorado Credit Union Execs Host 'Pints with Purpose' at MAXX to Support CU4Kids...

Mike Lawson, Host

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