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UndergroundThriller: Fintech Execs Talk Significance of Credit Union Shared Services...

11/30/2024

 
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despite impossible podcast
Xtend President/CEO Liz Winninger and Talkdesk VP & GM Rahul Kumar joined us in the Studio Lounge to discuss highlights and insights from their Underground Collision Thriller session: "Credit Union Shared Services."

In particular, Liz and Rahul talked about the organizations' partnership and the enhanced value it brings to credit unions. They also discussed the importance of technology adoption and simplifying integration to improve member experiences, addressing the shared services model and how it meets various needs and maintains competitiveness in the industry.

Check it out and let us know your thoughts.
cu knowledge hub
trellance edge

UndergroundThriller: Trellance Execs Talk Importance of Diverse Leadership to Address Generational Needs...

11/30/2024

 
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despite impossible podcast
Trellance Chief Services Officer Asha Connors and Chief Sales Officer Patrick McElhenie stopped by the Studio Lounge to share highlights and insights from their respective Underground Collision Thriller sessions; "Leadership in Today's World" and "Do or Die."

Asha and Patrick talked about the importance of diverse leadership to address the needs of different generations, particularly Gen X and Zoomers. They also addressed personalization in leadership and the role of data in understanding members' evolving needs.

Check it out and let us know your thoughts.
cu knowledge hub
trellance edge

UndergroundThriller: Stagepoint's Valentine Talks Importance of Tech Shared Services for Smaller Credit Unions...

11/30/2024

 
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despite impossible podcast
Stagepoint Federal Credit Union President/CEO Tyler Valentine joined us in the Studio Lounge to share highlights from his Underground Collision Thriller session: "Let's CUSS." In particular, Tyler talked about the importance of technology in credit unions -- especially for smaller institutions, as he focused on "CUSS" (credit union shared services).

He emphasized the need for innovation in core systems, advocating for customizable solutions over outdated ones, encouraging credit unions to seek beneficial partnerships and prioritize member welfare.

Check it out and let us know your thoughts.
cu knowledge hub
Trellance Edge

UndergroundThriller: Tappengine's Buck Austin Talks Accessible Investment Options for Building Generational Wealth...

11/30/2024

 
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despite impossible podcast
TAPP Engine's Head of Marketing and Financial Literacy Buck Austin stopped by the Studio Lounge to discuss the importance of accessible investment options for building generational wealth. Bucked talked about some of the strategies to engage younger members focusing on trust and education, as well as methods to keep members active in the credit union ecosystem. Lastly, he touched on the seamless integration of investment tools to enhance the overall member experience.

Check it out and let us know yo
cu knowledge hub
Trellance edge

#3255: Prizeout and Coastal Credit Union Partner to Leverage Cashback Rewards...

11/26/2024

 
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despite impossible podcast
David Metz, Founder/CEO at Prizeout, and TJ Wyman, Chief Digital Officer at Coastal Credit Union, stopped by the show to share how the two organizations will leverage cashback rewards to enhance member engagement.

David and TJ discussed their organizations' partnership and the technology behind Prizeout, focusing on enhancing member benefits through cashback and gift card options.

They highlighted Prizeout's growth and its impact on credit unions, emphasizing member engagement and the need for innovative digital banking solutions -- all to improve the member experience.

Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.
cu knowledge hub
Trellance Edge
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    Mike Lawson, Host

    Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.

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