Blog Archives

#1032: BAI's Latest Report Shows How to Humanize the Digital Experience in Banking...

11/29/2018

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BAI teamed up with Digital Banking Report to present a cutting-edge, timely research report: “Humanizing the Digital Experience in Banking.” This report illustrates ways that financial institutions are using data, analytics and digital technology to improve the banking consumer experience.

By combining consumer and industry research, the report uncovers what consumer expectations are related to digital technology and personalization and how financial services organizations are responding to these needs. The report includes industry case studies of organizations that have successfully implemented initiatives to enhance the digital customer experience.

We invited BAI Managing Director Karl Dahlgren on the show to provide all the details. Check it out and let us know your thoughts.

#1031: How Voice Banking's Integration with PFM Skills Will Up the Fintech Ante for Credit Unions...

11/29/2018

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Voice banking is about to explode in the world of financial services, as numerous fintechs are gearing up for the impending demand that many of us are already seeing and experiencing with our own voice assistants whether it's Alexa, Siri, Google Home, or the many others being developed today.

A couple of companies within the credit union industry are already upping the ante with voice banking capabilities. Geezeo and Best Innovation Group have partnered to integrate PFM with voice and it's really cool.

Geezeo Vice President of Product Development Aaron Junod joins us to provide an inside scoop of what's to come in this area, as well as talking about Geezeo's Responsive Tiles that blend online, mobile, and PFM services for credit unions.

Again, really exciting advancements here -- and they're all geared toward making credit unions better and better. Check it out and let us know your thoughts.

#1030: First Millennial to Join Firefly Credit Union Board Wins CUES Distinguished Director Award…

11/28/2018

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It's no secret credit unions need to get younger to sustain their current success -- and that means attracting and retaining those highly sought after Millennials as new members. How about attracting and retaining Millennials as Board members, as well, so your Board can represent that younger membership?

Well, Firefly Credit Union did just that by bringing in James Sackett as its first Millennial Board Member and the next thing you know James is winning CUES 2018 Distinguished Director Award. Naturally, we invited James to come on the show and share his experience of winning this prestigious award, along with his experience as being a Millennial Board Member at Firefly challenging the status quo.

James also shares what he has done to help push the credit union forward, as well as providing advice for today's Board Members to help push their credit unions in this fast-paced business world.

Check it out and let us know your thoughts.

#1029: From $400 Million to $1.5 Billion, Rogue Credit Union's Member Loyalty Strategy Pays Off Big...

11/28/2018

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So how did Rogue Credit Union grow from $400 million to $1.5 billion in assets and nearly triple its membership to more than 128,000? According to Rogue's President/CEO Gene Pelham, it's purpose over profit -- which means they built a long-term, sustainable member loyalty strategy that has paid off big.

Gene walks us through how it all got started 10 years ago (at the outset of the recession in 2008), key items to their sustained success, lessons learned along the way, and advice for other credit unions looking to achieve similar growth.

Check it out and let us know your thoughts. And thank you to Callahan's for initially running this story: "Anatomy of a Rogue Credit Union."

#1028: How Credit Unions and Entrepreneurs Can Win with Credit Union Service Organizations...

11/27/2018

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Credit Union Service Organizations (CUSOs) are popping up everywhere these days -- especially tech-focused organizations. Just attend a NACUSO event the last couple of years and you'll discover a burgeoning entrepreneurial environment that shows no signs of slowing down -- and that's great for credit unions.

That said, Messick Lauer & Smith Partner Brian Lauer visits the show to share his new book on this very timely topic: "CUSOs: How Credit Unions and Entrepreneurs Can Get Started (and Win!) with Credit Union Service Organizations."

Brian gives a quick overview of his book with a couple key takeaways, along with why he wrote it and where folks can pick it up -- just in time for the holidays.

Check it out and let us know your thoughts.

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