All Categories

#4000: Solarity's David Eldred Shares Credit Union's Journey to Becoming 100% Tellerless...

7/1/2025

solarity_davideldred_audio.mp3
File Size:	15548 kb
File Type:	mp3

Download File

Solarity Credit Union’s Chief Experience Officer David Eldred joined us on the show to detail Solarity's journey to becoming 100% tellerless.

David shared insights on the credit union's shift to a tellerless model, removing all tellers from lobbies and drive-throughs. This change, he added, boosts operational efficiency and allows staff to engage more meaningfully with members.

David also mentioned that this model has cut staff turnover at Solarity by more than 50%, leading to higher employee and member satisfaction. Members enjoy personalized service and smart ATMs, with future AI plans to enhance interactions.

Lastly, he shared lessons learned since becoming tellerless, as well as any adjustments made and providing advice to other credit unions looking at doing something similar.

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

0 Comments

#3999: Lessons from Banks and Credit Unions That Are Getting Digital Transformation Right...

7/1/2025

0 Comments

personetics_udiziv_audio.mp3
File Size:	18120 kb
File Type:	mp3

Download File

Udi Ziv, CEO of Personetics, stopped by the show to share lessons from banks and credit unions that are getting digital transformation right with cognitive banking.

Before we got to the lessons, Udi discussed why credit unions at a crossroads when it comes to digital transformation -- and how digital transformation can win back consumers for credit unions.

He also shared specific challenges credit unions are facing as they try to modernize, listing six steps in cognitive banking.

Now the lessons: Udi detailed some lessons from banks and credit unions that are getting digital transformation right, as the ones that have gotten it right realized digital is more than a channel -- not separating engagement from action.

Lastly, he touched on why customer experience and financial wellness are now inseparable in today’s banking landscape.

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

0 Comments

#3998: WEOKIE's Coalition of Credit Unions Host a Free Concert to Enhance Community Connection...

6/30/2025

1 Comment

weokie_jeffcarpenter_audio.mp3
File Size:	19189 kb
File Type:	mp3

Download File

WEOKIE Federal Credit Union’s CEO Jeff Carpenter joined us on the show to share how his credit union and a coalition of nine other local credit unions in Oklahoma City are coming together to host a free concert at Scissortail Park on September 27, 2025 called "CU in the Park" music festival.

Jeff provided a quick overview of CU in the Park music festival and what sets concert apart from other event sponsorships that a credit union might take on.

He also discussed more about that cooperation and collaboration among these credit unions, as well as the ask for credit unions that agree to participate.

In addition, Jeff shared benefits for participating credit unions and advice for credit unions interested in pursuing an event like this.

Lastly, he talked about what CU in the Park says about credit union values and the value proposition for members.

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

WEOKIE also a participant in Backbone, a nationwide coalition of credit unions championing everyday Americans’ economic and overall health.

1 Comment

#3997: How NCUIA Helps Generate Non-Interest Income and Deepens Member Relationships...

6/29/2025

0 Comments

ncuia_heathandcyrus_audio.mp3
File Size:	20440 kb
File Type:	mp3

Download File

The National Credit Union Insurance Alliance’s CEO/Co-founder Heath Boeke and Cyrus Jaffery, Director of Development & Co-Founder at NCUIA, stopped by the show to talk about The National Credit Union Insurance Alliance (NCUIA) — a CUSO sponsored Great Lakes Credit Union.

They also shared how their organization provides comprehensive insurance solutions that help credit unions generate non-interest income, deepen member relationships, and preserve credit union values.

Heath and Cyrus provided insights on their revenue sharing model, which can yield up to 80% revenue for credit unions. They discussed the impact of quoting technology (Quotamation) on efficiency and highlighted trends like increased consumer shopping and the role of technology in insurance.

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

0 Comments

#3996: How Remynt and WSECU Transforming the Credit Union Collections Model with 'Repay and Rebuild'...

6/29/2025

0 Comments

remynt_wsecu_audio.mp3
File Size:	23547 kb
File Type:	mp3

Download File

Remynt’s Founder/CEO Gwyneth Borden and One Washington Financial’s (a wholly owned subsidiary of WSECU) Principal Scott Daukas stopped by the show to share how their organizations are transforming the credit union collections model with a "repay and rebuild" method — with WSECU being the investing credit union in this new CUSO.

Both Gwyneth and Scott talked about their organizations' mission to change credit union collections by focusing on supportive relationships that help members build credit while repaying debts. They emphasized the importance of financial literacy and the need for tools that support members, aiming to improve recovery metrics and foster better relationships within the collections industry.

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

0 Comments

<<Previous

#4000: Solarity's David Eldred Shares Credit Union's Journey to Becoming 100% Tellerless...

#3999: Lessons from Banks and Credit Unions That Are Getting Digital Transformation Right...

#3998: WEOKIE's Coalition of Credit Unions Host a Free Concert to Enhance Community Connection...

#3997: How NCUIA Helps Generate Non-Interest Income and Deepens Member Relationships...

#3996: How Remynt and WSECU Transforming the Credit Union Collections Model with 'Repay and Rebuild'...

Mike Lawson, Host

Categories

Archives