FIsionaries en Copyright 2023 Evergreen Podcasts The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders. Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digital banking game. https://megaphone.imgix.net/podcasts/93b14b7a-a277-11ed-bfac-8391909564a8/image/FIsionaires.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress FIsionaries no episodic The Visionaries of Financial Institutions: Sponsored by Alkami Evergreen Podcasts The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders. Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digital banking game. The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders.

Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digital banking game.

]]> Jim Marous info@evergreenpodcasts.com State Bank of Texas Pursuit of Frictionless Banking What does relationship banking really mean when the back office gets in the way? Live from Alkami Co:lab in San Diego, Jim Marous speaks with John Hutcherson, SVP and COO at State Bank of Texas, about how a highly focused community bank is using digital transformation to make service faster, simpler and more useful for the customers it knows best. Hutcherson explains why operations are central to the customer experience, especially for a bank serving hoteliers, money service businesses, and relationship-driven commercial clients. The discussion explores how State Bank of Texas is reducing friction, improving workflows, strengthening digital banking, and ensuring technology supports the bank’s culture rather than being layered on top of outdated processes. This episode is about more than buying better technology. It is about knowing who you are as an institution, listening before changing, choosing the right partners, and building a digital experience that helps employees spend less time processing transactions and more time building relationships. Sponsored by Alkami Technologies. #FIsionaries #Alkami #StateBankOfTexas #CommunityBanking #DigitalBanking #RelationshipBanking #BankingOperations #BankingInnovation #DigitalTransformation #CustomerExperience #CommercialBanking #BankingLeadership #FintechPartnerships Wed, 20 May 2026 09:00:00 -0000 full Evergreen Podcasts Jim Marous and John Hutcherson of State Bank of Texas discuss how streamlining back-office operations and modernizing digital workflows can eliminate friction and empower community banks to focus on true relationship banking. What does relationship banking really mean when the back office gets in the way? Live from Alkami Co:lab in San Diego, Jim Marous speaks with John Hutcherson, SVP and COO at State Bank of Texas, about how a highly focused community bank is using digital transformation to make service faster, simpler and more useful for the customers it knows best. Hutcherson explains why operations are central to the customer experience, especially for a bank serving hoteliers, money service businesses, and relationship-driven commercial clients. The discussion explores how State Bank of Texas is reducing friction, improving workflows, strengthening digital banking, and ensuring technology supports the bank’s culture rather than being layered on top of outdated processes. This episode is about more than buying better technology. It is about knowing who you are as an institution, listening before changing, choosing the right partners, and building a digital experience that helps employees spend less time processing transactions and more time building relationships. Sponsored by Alkami Technologies. #FIsionaries #Alkami #StateBankOfTexas #CommunityBanking #DigitalBanking #RelationshipBanking #BankingOperations #BankingInnovation #DigitalTransformation #CustomerExperience #CommercialBanking #BankingLeadership #FintechPartnerships What does relationship banking really mean when the back office gets in the way?


Live from Alkami Co:lab in San Diego, Jim Marous speaks with John Hutcherson, SVP and COO at State Bank of Texas, about how a highly focused community bank is using digital transformation to make service faster, simpler and more useful for the customers it knows best.


Hutcherson explains why operations are central to the customer experience, especially for a bank serving hoteliers, money service businesses, and relationship-driven commercial clients. The discussion explores how State Bank of Texas is reducing friction, improving workflows, strengthening digital banking, and ensuring technology supports the bank’s culture rather than being layered on top of outdated processes.


This episode is about more than buying better technology. It is about knowing who you are as an institution, listening before changing, choosing the right partners, and building a digital experience that helps employees spend less time processing transactions and more time building relationships.


Sponsored by Alkami Technologies.


#FIsionaries #Alkami #StateBankOfTexas #CommunityBanking #DigitalBanking #RelationshipBanking #BankingOperations #BankingInnovation #DigitalTransformation #CustomerExperience #CommercialBanking #BankingLeadership #FintechPartnerships

]]> 1602 no How an Unconventional CEO Is Rebuilding Red Rocks Credit Union What happens when a credit union CEO comes from outside the industry and refuses to accept legacy thinking as the cost of doing business? Live from Alkami Co:lab in San Diego, Jim Marous speaks with Darius Wise, President and CEO of Red Rocks Credit Union, about how an unconventional leadership path shaped the transformation of a $360 million credit union in Colorado. Wise shares how his background as a pastor and nonprofit leader helped him focus Red Rocks on a clear “why”: enriching lives. From there, the credit union built a culture of change, modernized its tech stack, improved digital account opening, launched AI-powered member support and pushed the organization to move with more speed. This episode is not just about digital transformation. It is about leadership, purpose, culture and the courage to move faster without losing sight of the people you serve. Sponsored by Alkami Technologies. #FIsionaries #Alkami #RedRocksCreditUnion #CreditUnions #CommunityBanking #DigitalBanking #BankingLeadership #CultureChange #DigitalTransformation #AIinBanking #MemberExperience #CreditUnionGrowth #FintechPartnerships Wed, 13 May 2026 09:00:00 -0000 full Evergreen Podcasts Jim Marous talks with Darius Wise of Red Rocks Credit Union about how his unconventional background as a pastor fueled a purpose-driven digital transformation and cultural overhaul. What happens when a credit union CEO comes from outside the industry and refuses to accept legacy thinking as the cost of doing business? Live from Alkami Co:lab in San Diego, Jim Marous speaks with Darius Wise, President and CEO of Red Rocks Credit Union, about how an unconventional leadership path shaped the transformation of a $360 million credit union in Colorado. Wise shares how his background as a pastor and nonprofit leader helped him focus Red Rocks on a clear “why”: enriching lives. From there, the credit union built a culture of change, modernized its tech stack, improved digital account opening, launched AI-powered member support and pushed the organization to move with more speed. This episode is not just about digital transformation. It is about leadership, purpose, culture and the courage to move faster without losing sight of the people you serve. Sponsored by Alkami Technologies. #FIsionaries #Alkami #RedRocksCreditUnion #CreditUnions #CommunityBanking #DigitalBanking #BankingLeadership #CultureChange #DigitalTransformation #AIinBanking #MemberExperience #CreditUnionGrowth #FintechPartnerships What happens when a credit union CEO comes from outside the industry and refuses to accept legacy thinking as the cost of doing business?


Live from Alkami Co:lab in San Diego, Jim Marous speaks with Darius Wise, President and CEO of Red Rocks Credit Union, about how an unconventional leadership path shaped the transformation of a $360 million credit union in Colorado.


Wise shares how his background as a pastor and nonprofit leader helped him focus Red Rocks on a clear “why”: enriching lives. From there, the credit union built a culture of change, modernized its tech stack, improved digital account opening, launched AI-powered member support and pushed the organization to move with more speed.


This episode is not just about digital transformation. It is about leadership, purpose, culture and the courage to move faster without losing sight of the people you serve.


Sponsored by Alkami Technologies.


#FIsionaries #Alkami #RedRocksCreditUnion #CreditUnions #CommunityBanking #DigitalBanking #BankingLeadership #CultureChange #DigitalTransformation #AIinBanking #MemberExperience #CreditUnionGrowth #FintechPartnerships

]]> 2209 no Colony Bank’s Digital Communications Playbook Community banking has always been built on relationships. But when customers no longer need to walk into a branch to make decisions, those relationships must start earlier, move faster and become more relevant across digital channels. Live from Alkami Co:lab in San Diego, Jim Marous speaks with Jeffrey Wright, Digital Communications Manager at Colony Bank, about how community banks can use data, timing and digital engagement to build trust before a customer ever talks to a banker. Wright shares how Colony Bank is using real-time insights, customer journeys, segmentation and automation to move beyond generic campaigns. The goal is not more communication. It is more relevant communication that helps customers take the next best step without feeling sold to. Sponsored by Alkami Technologies. #FIsionaries #Alkami #ColonyBank #CommunityBanking #DigitalBanking #CustomerEngagement #BankMarketing #DataDrivenBanking #BankingInnovation #FinancialServices #DigitalTransformation #BankingLeadership #Personalization Wed, 06 May 2026 09:00:00 -0000 full Evergreen Podcasts Jeffrey Wright of Colony Bank explains how community banks can leverage data, automation, and real-time insights to build digital trust and deliver relevant, personalized communication long before a customer enters a branch. Community banking has always been built on relationships. But when customers no longer need to walk into a branch to make decisions, those relationships must start earlier, move faster and become more relevant across digital channels. Live from Alkami Co:lab in San Diego, Jim Marous speaks with Jeffrey Wright, Digital Communications Manager at Colony Bank, about how community banks can use data, timing and digital engagement to build trust before a customer ever talks to a banker. Wright shares how Colony Bank is using real-time insights, customer journeys, segmentation and automation to move beyond generic campaigns. The goal is not more communication. It is more relevant communication that helps customers take the next best step without feeling sold to. Sponsored by Alkami Technologies. #FIsionaries #Alkami #ColonyBank #CommunityBanking #DigitalBanking #CustomerEngagement #BankMarketing #DataDrivenBanking #BankingInnovation #FinancialServices #DigitalTransformation #BankingLeadership #Personalization Community banking has always been built on relationships. But when customers no longer need to walk into a branch to make decisions, those relationships must start earlier, move faster and become more relevant across digital channels.


Live from Alkami Co:lab in San Diego, Jim Marous speaks with Jeffrey Wright, Digital Communications Manager at Colony Bank, about how community banks can use data, timing and digital engagement to build trust before a customer ever talks to a banker.


Wright shares how Colony Bank is using real-time insights, customer journeys, segmentation and automation to move beyond generic campaigns. The goal is not more communication. It is more relevant communication that helps customers take the next best step without feeling sold to.


Sponsored by Alkami Technologies.


#FIsionaries #Alkami #ColonyBank #CommunityBanking #DigitalBanking #CustomerEngagement #BankMarketing #DataDrivenBanking #BankingInnovation #FinancialServices #DigitalTransformation #BankingLeadership #Personalization

]]> 1312 no How First US Community Credit Union Is Driving Digital Growth What does it take for a $500 million credit union to compete like a much larger institution? Live from Alkami Co:lab in San Diego, Jim Marous sits down with Shonna Shearson, President and CEO, and Diana La Point, Chief Growth Officer, of First US Community Credit Union. The conversation explores how the credit union is moving beyond being “the best kept secret” by prioritizing digital onboarding, member experience, data-driven engagement, stronger partnerships and internal culture. Shonna and Diana explain why digital transformation is not about buying more technology. It is about knowing who you are, understanding how your members are changing, reducing friction and making sure employees see themselves as the brand. For community banks and credit unions trying to grow with limited resources, this episode shows how smaller institutions can use focus, speed and the right partnerships to punch above their weight. Sponsored by Alkami Technologies. #FIsionaries #Alkami #CreditUnions #DigitalBanking #BankingTransformation #CommunityBanking #MemberExperience #BankingInnovation #FinancialServices #DigitalTransformation #CreditUnionGrowth #BankingLeadership #DataDrivenBanking Wed, 29 Apr 2026 09:00:00 -0000 full Evergreen Podcasts Jim Marous discusses how First US Community Credit Union "punches above its weight" by prioritizing member experience, data-driven engagement, and a strong internal culture over simply buying more technology. What does it take for a $500 million credit union to compete like a much larger institution? Live from Alkami Co:lab in San Diego, Jim Marous sits down with Shonna Shearson, President and CEO, and Diana La Point, Chief Growth Officer, of First US Community Credit Union. The conversation explores how the credit union is moving beyond being “the best kept secret” by prioritizing digital onboarding, member experience, data-driven engagement, stronger partnerships and internal culture. Shonna and Diana explain why digital transformation is not about buying more technology. It is about knowing who you are, understanding how your members are changing, reducing friction and making sure employees see themselves as the brand. For community banks and credit unions trying to grow with limited resources, this episode shows how smaller institutions can use focus, speed and the right partnerships to punch above their weight. Sponsored by Alkami Technologies. #FIsionaries #Alkami #CreditUnions #DigitalBanking #BankingTransformation #CommunityBanking #MemberExperience #BankingInnovation #FinancialServices #DigitalTransformation #CreditUnionGrowth #BankingLeadership #DataDrivenBanking What does it take for a $500 million credit union to compete like a much larger institution?


Live from Alkami Co:lab in San Diego, Jim Marous sits down with Shonna Shearson, President and CEO, and Diana La Point, Chief Growth Officer, of First US Community Credit Union. The conversation explores how the credit union is moving beyond being “the best kept secret” by prioritizing digital onboarding, member experience, data-driven engagement, stronger partnerships and internal culture.


Shonna and Diana explain why digital transformation is not about buying more technology. It is about knowing who you are, understanding how your members are changing, reducing friction and making sure employees see themselves as the brand. For community banks and credit unions trying to grow with limited resources, this episode shows how smaller institutions can use focus, speed and the right partnerships to punch above their weight.


Sponsored by Alkami Technologies.


#FIsionaries #Alkami #CreditUnions #DigitalBanking #BankingTransformation #CommunityBanking #MemberExperience #BankingInnovation #FinancialServices #DigitalTransformation #CreditUnionGrowth #BankingLeadership #DataDrivenBanking

]]> 1683 no 88% Digital with Zero Silos: Belco's Omnichannel Playbook Most financial institutions talk about omnichannel. Belco Community Credit Union built it. With 88% of members active in digital banking and a 4.8-rated mobile app, Belco has achieved what many credit unions are still striving for: a seamless member experience where branch, contact center, and digital services function as one. But the real story isn’t the numbers. It’s the strategic alignment behind them. In this episode of FIsionaries™, Jim Marous talks with Brittany Bollinger, Digital Banking Analyst, and Heather Cluck, Director of Product Strategy and Development at Belco Community Credit Union, to explore how they eliminated channel silos, aligned their organization around a member-first vision, and created a digital experience that enhances the branch rather than replacing it. In this conversation: • The Strategic Alignment that reset Belco’s priorities • Why 88% digital adoption made their branches more relevant, not less • How web and mobile are designed as one unified experience • The data and feedback loops used to remove friction across every channel • Real examples of member input driving cross-channel change • What’s next on their 12 to 18-month roadmap If you lead retail banking, oversee digital, or are trying to make your branch and your app feel like the same institution, this conversation will reshape how you think about omnichannel. Thu, 05 Mar 2026 10:00:00 -0000 full Evergreen Podcasts In this episode of FIsionaries™, Jim Marous talks with Brittany Bollinger, Digital Banking Analyst, and Heather Cluck, Director of Product Strategy and Development at Belco Community Credit Union, to explore how they eliminated channel silos, aligned their organization around a member-first vision, and created a digital experience that enhances the branch rather than replacing it. Most financial institutions talk about omnichannel. Belco Community Credit Union built it. With 88% of members active in digital banking and a 4.8-rated mobile app, Belco has achieved what many credit unions are still striving for: a seamless member experience where branch, contact center, and digital services function as one. But the real story isn’t the numbers. It’s the strategic alignment behind them. In this episode of FIsionaries™, Jim Marous talks with Brittany Bollinger, Digital Banking Analyst, and Heather Cluck, Director of Product Strategy and Development at Belco Community Credit Union, to explore how they eliminated channel silos, aligned their organization around a member-first vision, and created a digital experience that enhances the branch rather than replacing it. In this conversation: • The Strategic Alignment that reset Belco’s priorities • Why 88% digital adoption made their branches more relevant, not less • How web and mobile are designed as one unified experience • The data and feedback loops used to remove friction across every channel • Real examples of member input driving cross-channel change • What’s next on their 12 to 18-month roadmap If you lead retail banking, oversee digital, or are trying to make your branch and your app feel like the same institution, this conversation will reshape how you think about omnichannel. Most financial institutions talk about omnichannel. Belco Community Credit Union built it.

With 88% of members active in digital banking and a 4.8-rated mobile app, Belco has achieved what many credit unions are still striving for: a seamless member experience where branch, contact center, and digital services function as one. But the real story isn’t the numbers. It’s the strategic alignment behind them.

In this episode of FIsionaries™, Jim Marous talks with Brittany Bollinger, Digital Banking Analyst, and Heather Cluck, Director of Product Strategy and Development at Belco Community Credit Union, to explore how they eliminated channel silos, aligned their organization around a member-first vision, and created a digital experience that enhances the branch rather than replacing it.

In this conversation:

• The Strategic Alignment that reset Belco’s priorities

• Why 88% digital adoption made their branches more relevant, not less

• How web and mobile are designed as one unified experience

• The data and feedback loops used to remove friction across every channel

• Real examples of member input driving cross-channel change

• What’s next on their 12 to 18-month roadmap

If you lead retail banking, oversee digital, or are trying to make your branch and your app feel like the same institution, this conversation will reshape how you think about omnichannel.

]]> 2532 no How OnPath Credit Union Turned a Merger into a Digital Growth Engine Most credit union mergers promise transformation. Few deliver it. Jared Freeman, CEO of OnPath Credit Union, turned a merger with Louisiana Federal Credit Union into something rare: an actual catalyst for change. While other institutions get bogged down in integration challenges, OnPath accelerated innovation, reimagined their digital experience, and scaled personalized service across a growing membership. This isn't a story about technology adoption or digital buzzwords. It's about using a moment of complexity to build something better. A credit union that combines the reach of scale with the intimacy of community banking. In this conversation, Jared shares how OnPath leveraged data to deepen member relationships, chose technology partnerships that aligned with their vision, and kept teams inspired through major organizational change. More importantly, he reveals the specific decisions and principles that allowed them to move fast when most institutions freeze. For credit union leaders wrestling with growth, digital expectations, and maintaining culture through change, this episode offers a blueprint grounded in execution, not aspiration. Tue, 13 Jan 2026 10:00:00 -0000 full Evergreen Podcasts Jared Freeman, CEO of OnPath Credit Union, shares how OnPath leveraged data to deepen member relationships, chose technology partnerships that aligned with their vision, and kept teams inspired through major organizational change. Most credit union mergers promise transformation. Few deliver it. Jared Freeman, CEO of OnPath Credit Union, turned a merger with Louisiana Federal Credit Union into something rare: an actual catalyst for change. While other institutions get bogged down in integration challenges, OnPath accelerated innovation, reimagined their digital experience, and scaled personalized service across a growing membership. This isn't a story about technology adoption or digital buzzwords. It's about using a moment of complexity to build something better. A credit union that combines the reach of scale with the intimacy of community banking. In this conversation, Jared shares how OnPath leveraged data to deepen member relationships, chose technology partnerships that aligned with their vision, and kept teams inspired through major organizational change. More importantly, he reveals the specific decisions and principles that allowed them to move fast when most institutions freeze. For credit union leaders wrestling with growth, digital expectations, and maintaining culture through change, this episode offers a blueprint grounded in execution, not aspiration. Most credit union mergers promise transformation. Few deliver it.

Jared Freeman, CEO of OnPath Credit Union, turned a merger with Louisiana Federal Credit Union into something rare: an actual catalyst for change. While other institutions get bogged down in integration challenges, OnPath accelerated innovation, reimagined their digital experience, and scaled personalized service across a growing membership.

This isn't a story about technology adoption or digital buzzwords. It's about using a moment of complexity to build something better. A credit union that combines the reach of scale with the intimacy of community banking.

In this conversation, Jared shares how OnPath leveraged data to deepen member relationships, chose technology partnerships that aligned with their vision, and kept teams inspired through major organizational change. More importantly, he reveals the specific decisions and principles that allowed them to move fast when most institutions freeze.

For credit union leaders wrestling with growth, digital expectations, and maintaining culture through change, this episode offers a blueprint grounded in execution, not aspiration.

]]> 2149 no From Data to Delight: Building an Exceptional CX Journey https://thefinancialbrand.com/banking-podcasts Right now, the greatest threat to banking isn’t fintechs or big tech—it’s member indifference. If your experience doesn’t engage, your members will quietly drift away. Your members don’t compare you to the credit union down the street. They compare you to Amazon, Netflix, and Apple. If your experience isn’t as seamless, you’re already behind. For banks and credit unions, falling short means disengagement, lost loyalty, and missed growth in a marketplace where switching has never been easier. On this episode of FIsionaries, I sit down with Jared Barr, Chief Experience Officer at Grow Financial Federal Credit Union, to explore how one institution is meeting this challenge head-on. Over the past eight years, Jared has helped Grow transform its approach to marketing, digital, and member services, culminating in his leadership of the entire customer journey as CXO. This conversation is both a wake-up call and a roadmap: competing on products and pricing is no longer enough. The real differentiator is experience. Jared shares practical strategies to break down silos, modernize engagement, and design journeys that don’t just meet expectations—but create loyalty, advocacy, and long-term growth. Wed, 17 Sep 2025 09:00:00 -0000 full Evergreen Podcasts On this episode of FIsionaries, Jared Barr, Chief Experience Officer at Grow Financial Federal Credit Union, explores how one institution is meeting this challenge head-on. This conversation is both a wake-up call and a roadmap: competing on products and pricing is no longer enough. The real differentiator is experience. Right now, the greatest threat to banking isn’t fintechs or big tech—it’s member indifference. If your experience doesn’t engage, your members will quietly drift away. Your members don’t compare you to the credit union down the street. They compare you to Amazon, Netflix, and Apple. If your experience isn’t as seamless, you’re already behind. For banks and credit unions, falling short means disengagement, lost loyalty, and missed growth in a marketplace where switching has never been easier. On this episode of FIsionaries, I sit down with Jared Barr, Chief Experience Officer at Grow Financial Federal Credit Union, to explore how one institution is meeting this challenge head-on. Over the past eight years, Jared has helped Grow transform its approach to marketing, digital, and member services, culminating in his leadership of the entire customer journey as CXO. This conversation is both a wake-up call and a roadmap: competing on products and pricing is no longer enough. The real differentiator is experience. Jared shares practical strategies to break down silos, modernize engagement, and design journeys that don’t just meet expectations—but create loyalty, advocacy, and long-term growth. Right now, the greatest threat to banking isn’t fintechs or big tech—it’s member indifference. If your experience doesn’t engage, your members will quietly drift away. Your members don’t compare you to the credit union down the street. They compare you to Amazon, Netflix, and Apple. If your experience isn’t as seamless, you’re already behind.

For banks and credit unions, falling short means disengagement, lost loyalty, and missed growth in a marketplace where switching has never been easier.

On this episode of FIsionaries, I sit down with Jared Barr, Chief Experience Officer at Grow Financial Federal Credit Union, to explore how one institution is meeting this challenge head-on. Over the past eight years, Jared has helped Grow transform its approach to marketing, digital, and member services, culminating in his leadership of the entire customer journey as CXO.

This conversation is both a wake-up call and a roadmap: competing on products and pricing is no longer enough. The real differentiator is experience. Jared shares practical strategies to break down silos, modernize engagement, and design journeys that don’t just meet expectations—but create loyalty, advocacy, and long-term growth.

]]> 2280 no How Trustmark Bank is Combining Human + Digital in Treasury Management In this episode of the FIsionaries Podcast at Co:lab 2025, Ryan Hill, First Vice President and Product Director of Corporate Treasury Services at Trustmark National Bank, shares how Trustmark balances AI, technological advancement, and meaningful client engagement in commercial banking. Hill discusses the importance of communicating effectively with clients and internal teams, and how Trustmark approaches vendor partnerships to enhance its treasury management capabilities. Finally, Hill shares how Trustmark enhances security, improves client education, and prepares for an AI-driven future while maintaining the consultative approach that defines their business relationships. Thu, 05 Jun 2025 09:00:00 -0000 full Evergreen Podcasts In this episode of the FIsionaries Podcast at Co:lab 2025, Ryan Hill, First Vice President and Product Director of Corporate Treasury Services at Trustmark National Bank, shares how Trustmark balances AI, technological advancement, and meaningful client engagement in commercial banking. In this episode of the FIsionaries Podcast at Co:lab 2025, Ryan Hill, First Vice President and Product Director of Corporate Treasury Services at Trustmark National Bank, shares how Trustmark balances AI, technological advancement, and meaningful client engagement in commercial banking. Hill discusses the importance of communicating effectively with clients and internal teams, and how Trustmark approaches vendor partnerships to enhance its treasury management capabilities. Finally, Hill shares how Trustmark enhances security, improves client education, and prepares for an AI-driven future while maintaining the consultative approach that defines their business relationships. In this episode of the FIsionaries Podcast at Co:lab 2025, Ryan Hill, First Vice President and Product Director of Corporate Treasury Services at Trustmark National Bank, shares how Trustmark balances AI, technological advancement, and meaningful client engagement in commercial banking.


Hill discusses the importance of communicating effectively with clients and internal teams, and how Trustmark approaches vendor partnerships to enhance its treasury management capabilities.


Finally, Hill shares how Trustmark enhances security, improves client education, and prepares for an AI-driven future while maintaining the consultative approach that defines their business relationships.

]]> 1935 no How American Eagle FCU Improves the Financial Wellness of Members In this episode of the FIsionaries Podcast from Co:lab 2025, Pamela Villanova, SVP of Digital Services, and Mari Gadlin, Director of Digital Banking Services, from American Eagle Financial Credit Union, share how they're building a digital-first mindset focused on personalization and financial wellness. The conversation explores how a credit union of modest size evaluates and selects technology partners, builds internal enthusiasm for digital initiatives, and creates solutions that members may not even know they need. Their enthusiasm is infectious as they share the challenges and triumphs of creating meaningful digital engagement while maintaining the personal touch that members value. Tue, 03 Jun 2025 09:00:00 -0000 full Evergreen Podcasts In this episode of the FIsionaries Podcast from Co:lab 2025, Pamela Villanova, SVP of Digital Services, and Mari Gadlin, Director of Digital Banking Services, from American Eagle Financial Credit Union, share how they're building a digital-first mindset focused on personalization and financial wellness. The conversation explores how a credit union of modest size evaluates and selects technology partners, builds internal enthusiasm for digital initiatives, and creates solutions that members may not even know they need. In this episode of the FIsionaries Podcast from Co:lab 2025, Pamela Villanova, SVP of Digital Services, and Mari Gadlin, Director of Digital Banking Services, from American Eagle Financial Credit Union, share how they're building a digital-first mindset focused on personalization and financial wellness. The conversation explores how a credit union of modest size evaluates and selects technology partners, builds internal enthusiasm for digital initiatives, and creates solutions that members may not even know they need. Their enthusiasm is infectious as they share the challenges and triumphs of creating meaningful digital engagement while maintaining the personal touch that members value. In this episode of the FIsionaries Podcast from Co:lab 2025, Pamela Villanova, SVP of Digital Services, and Mari Gadlin, Director of Digital Banking Services, from American Eagle Financial Credit Union, share how they're building a digital-first mindset focused on personalization and financial wellness.


The conversation explores how a credit union of modest size evaluates and selects technology partners, builds internal enthusiasm for digital initiatives, and creates solutions that members may not even know they need.


Their enthusiasm is infectious as they share the challenges and triumphs of creating meaningful digital engagement while maintaining the personal touch that members value.

]]> 1446 no Mountain America's Member-Centric Digital Evolution In this episode of the FIsionaries Podcast, we're joined by James Hilton, VP of Product Management for Digital Solutions, and Jesse Evenson, Director of Quality and Site Reliability, from Mountain America Credit Union in Salt Lake City. With a legacy of member-focused service primarily through branches, MACU is navigating the challenge of creating "a digital twin" of their acclaimed in-person experience. Hear how this credit union balances security with frictionless service, uses observability to measure member satisfaction, and why they believe anticipatory banking powered by AI will transform the member experience in the future. Our guests also share how traditional institutions can embrace digital transformation without losing their cultural identity. Thu, 29 May 2025 09:00:00 -0000 full Evergreen Podcasts James Hilton, VP of Product Management for Digital Solutions, and Jesse Evenson, Director of Quality and Site Reliability, from Mountain America Credit Union in Salt Lake City, discusses how their credit union balances security with frictionless service, uses observability to measure member satisfaction, and why they believe anticipatory banking powered by AI will transform the member experience in the future. In this episode of the FIsionaries Podcast, we're joined by James Hilton, VP of Product Management for Digital Solutions, and Jesse Evenson, Director of Quality and Site Reliability, from Mountain America Credit Union in Salt Lake City. With a legacy of member-focused service primarily through branches, MACU is navigating the challenge of creating "a digital twin" of their acclaimed in-person experience. Hear how this credit union balances security with frictionless service, uses observability to measure member satisfaction, and why they believe anticipatory banking powered by AI will transform the member experience in the future. Our guests also share how traditional institutions can embrace digital transformation without losing their cultural identity. In this episode of the FIsionaries Podcast, we're joined by James Hilton, VP of Product Management for Digital Solutions, and Jesse Evenson, Director of Quality and Site Reliability, from Mountain America Credit Union in Salt Lake City. With a legacy of member-focused service primarily through branches, MACU is navigating the challenge of creating "a digital twin" of their acclaimed in-person experience.


Hear how this credit union balances security with frictionless service, uses observability to measure member satisfaction, and why they believe anticipatory banking powered by AI will transform the member experience in the future. Our guests also share how traditional institutions can embrace digital transformation without losing their cultural identity.

]]> 1982 no NASA Federal's Formula for Digital Transformation Success In this episode of the FIsionaries Podcast from Co:lab 2025, I'm joined by Liam Petraska, Digital Banking Manager at NASA Federal Credit Union. Petraska shares the remarkable story of how the $5.5 billion credit union transformed its member experience from a dated platform with 1.3-star reviews to a modern solution earning 4.8 stars in less than 18 months. He reveals the keys to their success, including strong leadership buy-in, cross-functional collaboration, clear communication strategies, and a culture that embraces continuous evolution. Tune in to discover how NASA Federal approaches vendor selection, manages organizational change, and maintains momentum in the constantly evolving landscape of digital banking. Tue, 27 May 2025 09:00:00 -0000 full Evergreen Podcasts In this episode of the FIsionaries Podcast from Co:lab 2025, Liam Petraska, Digital Banking Manager at NASA Federal Credit Union, shares the remarkable story of how the $5.5 billion credit union transformed its member experience from a dated platform with 1.3-star reviews to a modern solution earning 4.8 stars in less than 18 months. In this episode of the FIsionaries Podcast from Co:lab 2025, I'm joined by Liam Petraska, Digital Banking Manager at NASA Federal Credit Union. Petraska shares the remarkable story of how the $5.5 billion credit union transformed its member experience from a dated platform with 1.3-star reviews to a modern solution earning 4.8 stars in less than 18 months. He reveals the keys to their success, including strong leadership buy-in, cross-functional collaboration, clear communication strategies, and a culture that embraces continuous evolution. Tune in to discover how NASA Federal approaches vendor selection, manages organizational change, and maintains momentum in the constantly evolving landscape of digital banking. In this episode of the FIsionaries Podcast from Co:lab 2025, I'm joined by Liam Petraska, Digital Banking Manager at NASA Federal Credit Union. Petraska shares the remarkable story of how the $5.5 billion credit union transformed its member experience from a dated platform with 1.3-star reviews to a modern solution earning 4.8 stars in less than 18 months.

He reveals the keys to their success, including strong leadership buy-in, cross-functional collaboration, clear communication strategies, and a culture that embraces continuous evolution.

Tune in to discover how NASA Federal approaches vendor selection, manages organizational change, and maintains momentum in the constantly evolving landscape of digital banking.


]]> 2290 no From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union From democratizing data across the organization to creating timely, personalized experiences for their 114,000 members, Chad Gramling, AVP of business intelligence at 3Rivers Federal Credit Union, explains how 3Rivers abandoned the traditional seasonal marketing calendar in favor of always-on, data-driven member engagement. Learn how 3Rivers integrated their business intelligence, marketing, and digital teams to deliver more relevant financial solutions across all channels and why Chad believes financial institutions should "be offended that Credit Karma knows our members better than we do." This conversation reveals practical insights into how even modestly-sized institutions can leverage data to deliver highly personalized engagements. Tue, 29 Apr 2025 09:00:00 -0000 full Evergreen Podcasts From democratizing data across the organization to creating timely, personalized experiences for their 114,000 members, Chad Gramling, AVP of business intelligence at 3Rivers Federal Credit Union, explains how 3Rivers abandoned the traditional seasonal marketing calendar in favor of always-on, data-driven member engagement. Learn how 3Rivers integrated their business intelligence, marketing, and digital teams to deliver more relevant financial solutions across all channels and why Chad believes financial institutions should "be offended that Credit Karma knows our members better than we do." This conversation reveals practical insights into how even modestly-sized institutions can leverage data to deliver highly personalized engagements. From democratizing data across the organization to creating timely, personalized experiences for their 114,000 members, Chad Gramling, AVP of business intelligence at 3Rivers Federal Credit Union, explains how 3Rivers abandoned the traditional seasonal marketing calendar in favor of always-on, data-driven member engagement.


Learn how 3Rivers integrated their business intelligence, marketing, and digital teams to deliver more relevant financial solutions across all channels and why Chad believes financial institutions should "be offended that Credit Karma knows our members better than we do."


This conversation reveals practical insights into how even modestly-sized institutions can leverage data to deliver highly personalized engagements.

]]> 1864 no Meaningful Banking Innovation at First Fidelity Bank With assets of $2.7 billion, First Fidelity Bank has nearly doubled in size since 2017. My conversation with John Symcox, Senior Vice President and Chief Innovation Officer at First Fidelity Bank, explores how smaller financial institutions can innovate at speed and scale, particularly in the underserved treasury management and commercial banking areas. Symcox shares how the COVID-19 crisis permanently shifted his organization's approach to rapid deployment, how they've leveraged fintech partnerships to compete with major institutions, and why their focus on relationships first and technology second has been their formula for success. Discover how this community bank has managed to "punch above its weight" in delivering innovative solutions without sacrificing the human connection that drives its business. Thu, 24 Apr 2025 15:47:00 -0000 full Evergreen Podcasts With assets of $2.7 billion, First Fidelity Bank has nearly doubled in size since 2017. My conversation with John Symcox, Senior Vice President and Chief Innovation Officer at First Fidelity Bank, explores how smaller financial institutions can innovate at speed and scale, particularly in the underserved treasury management and commercial banking areas. Symcox shares how the COVID-19 crisis permanently shifted his organization's approach to rapid deployment, how they've leveraged fintech partnerships to compete with major institutions, and why their focus on relationships first and technology second has been their formula for success. Discover how this community bank has managed to "punch above its weight" in delivering innovative solutions without sacrificing the human connection that drives its business. With assets of $2.7 billion, First Fidelity Bank has nearly doubled in size since 2017. My conversation with John Symcox, Senior Vice President and Chief Innovation Officer at First Fidelity Bank, explores how smaller financial institutions can innovate at speed and scale, particularly in the underserved treasury management and commercial banking areas.


Symcox shares how the COVID-19 crisis permanently shifted his organization's approach to rapid deployment, how they've leveraged fintech partnerships to compete with major institutions, and why their focus on relationships first and technology second has been their formula for success.


Discover how this community bank has managed to "punch above its weight" in delivering innovative solutions without sacrificing the human connection that drives its business.

]]> 1894 no How Capital Credit Union Uses Data to Drive Personalized Growth Financial institutions of all sizes face mounting pressure to deliver personalized experiences that rival tech giants and fintech disruptors. As consumers increasingly expect tailored financial services that anticipate their needs and preferences, credit unions must evolve beyond traditional relationship banking. We’re joined by Steve Zich, Chief Marketing Officer of Capital Credit Union on the FIsionaries podcast. Steve has spearheaded a remarkable transformation in how his institution leverages data to enhance member relationships while maintaining the personal touch that credit unions are known for. We explore Capital’s successful integration of advanced analytics with traditional relationship banking, examining specific opportunities and challenges that organizations can face along their journey. Thu, 16 Jan 2025 10:00:00 -0000 full Evergreen Podcasts Steve Zich, Chief Marketing Officer of Capital Credit Union, shares Capital’s successful integration of advanced analytics with traditional relationship banking, examining specific opportunities and challenges that organizations can face along their journey. Financial institutions of all sizes face mounting pressure to deliver personalized experiences that rival tech giants and fintech disruptors. As consumers increasingly expect tailored financial services that anticipate their needs and preferences, credit unions must evolve beyond traditional relationship banking. We’re joined by Steve Zich, Chief Marketing Officer of Capital Credit Union on the FIsionaries podcast. Steve has spearheaded a remarkable transformation in how his institution leverages data to enhance member relationships while maintaining the personal touch that credit unions are known for. We explore Capital’s successful integration of advanced analytics with traditional relationship banking, examining specific opportunities and challenges that organizations can face along their journey. Financial institutions of all sizes face mounting pressure to deliver personalized experiences that rival tech giants and fintech disruptors. As consumers increasingly expect tailored financial services that anticipate their needs and preferences, credit unions must evolve beyond traditional relationship banking.

We’re joined by Steve Zich, Chief Marketing Officer of Capital Credit Union on the FIsionaries podcast. Steve has spearheaded a remarkable transformation in how his institution leverages data to enhance member relationships while maintaining the personal touch that credit unions are known for.

We explore Capital’s successful integration of advanced analytics with traditional relationship banking, examining specific opportunities and challenges that organizations can face along their journey.

]]> 1924 no The Power of Member-Driven Innovation at Apple FCU We’re honored to have David Gorham, VP of Digital Solutions, Rebecca Forsberg, Director of Enterprise Application Support and Salinna Reel, Director of Digital Product Operations at Apple FCU on the FIsionaries podcast. They share how a clear focus, incremental implementation and a strong partnership with third-party solution providers is essential for successful digital banking transformation. They also share how using member feedback to build an innovation roadmap and continuously measuring effectiveness of changes implemented limits missteps along the transformation journey. Thu, 11 Jul 2024 09:00:00 -0000 full Evergreen Podcasts David Gorham, VP of Digital Solutions, Rebecca Forsberg, Director of Enterprise Application Support and Salinna Reel, Director of Digital Product Operations at Apple FCU, share how a clear focus, incremental implementation and a strong partnership with third-party solution providers is essential for successful digital banking transformation. We’re honored to have David Gorham, VP of Digital Solutions, Rebecca Forsberg, Director of Enterprise Application Support and Salinna Reel, Director of Digital Product Operations at Apple FCU on the FIsionaries podcast. They share how a clear focus, incremental implementation and a strong partnership with third-party solution providers is essential for successful digital banking transformation. They also share how using member feedback to build an innovation roadmap and continuously measuring effectiveness of changes implemented limits missteps along the transformation journey. We’re honored to have David Gorham, VP of Digital Solutions, Rebecca Forsberg, Director of Enterprise Application Support and Salinna Reel, Director of Digital Product Operations at Apple FCU on the FIsionaries podcast.

They share how a clear focus, incremental implementation and a strong partnership with third-party solution providers is essential for successful digital banking transformation.

They also share how using member feedback to build an innovation roadmap and continuously measuring effectiveness of changes implemented limits missteps along the transformation journey.

]]> 2602 no Building a Digital-First Bank to Serve the Needs of Underserved Communities On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Grace Pace from Quontic Bank, headquartered in New York City. Grace will share how Quontic has leveraged a digital first strategy to establish a nationwide presence. In addition, we discuss some of the innovations that have set Quontic Bank apart from competitors while helping the organization become future-ready. Wed, 15 May 2024 09:00:00 -0000 full Evergreen Podcasts Grace Pace from Quontic Bank shares how Quontic has leveraged a digital first strategy to establish a nationwide presence, and some of the innovations that have set Quontic Bank apart from competitors while helping the organization become future-ready. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Grace Pace from Quontic Bank, headquartered in New York City. Grace will share how Quontic has leveraged a digital first strategy to establish a nationwide presence. In addition, we discuss some of the innovations that have set Quontic Bank apart from competitors while helping the organization become future-ready. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Grace Pace from Quontic Bank, headquartered in New York City. Grace will share how Quontic has leveraged a digital first strategy to establish a nationwide presence.

In addition, we discuss some of the innovations that have set Quontic Bank apart from competitors while helping the organization become future-ready.

]]> 1364 no How to Leverage Advanced Developer Tools to Drive Growth On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Chad Rogers and Jeramey Litzman from Connexus Credit Union. Chad and Jeramey will share how Connexus has shifted from viewing digital services as a cost center to leveraging them as a profit center, setting a precedent for industry evolution. In addition, we discuss the unique approaches to onboarding, channel strategy, and acquisition Connexus has used to drive innovation and member-centricity, positioning them as a trailblazer in the banking industry. Mon, 13 May 2024 09:00:00 -0000 full Evergreen Podcasts Chad Rogers and Jeramey Litzman from Connexus Credit Union discuss the unique approaches to onboarding, channel strategy, and acquisition Connexus has used to drive innovation and member-centricity, positioning them as a trailblazer in the banking industry. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Chad Rogers and Jeramey Litzman from Connexus Credit Union. Chad and Jeramey will share how Connexus has shifted from viewing digital services as a cost center to leveraging them as a profit center, setting a precedent for industry evolution. In addition, we discuss the unique approaches to onboarding, channel strategy, and acquisition Connexus has used to drive innovation and member-centricity, positioning them as a trailblazer in the banking industry. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Chad Rogers and Jeramey Litzman from Connexus Credit Union. Chad and Jeramey will share how Connexus has shifted from viewing digital services as a cost center to leveraging them as a profit center, setting a precedent for industry evolution.

In addition, we discuss the unique approaches to onboarding, channel strategy, and acquisition Connexus has used to drive innovation and member-centricity, positioning them as a trailblazer in the banking industry.

]]> 2227 no Leveraging Data to Enhance the Customer Experience On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Driscoll, Digital Services Analyst at Kennebec Savings Bank. Amy provides a perspective on building a modern digital platform leveraging data and insight to enhance personalization and engagement. Amy also shares her perspective on how AI will enhance the customer experience and provide better ways of helping customers reach their financial objectives. Wed, 08 May 2024 09:00:00 -0000 full Evergreen Podcasts Amy Driscoll, Digital Services Analyst at Kennebec Savings Bank, provides a perspective on building a modern digital platform leveraging data and insight to enhance personalization and engagement. Amy also shares her perspective on how AI will enhance the customer experience and provide better ways of helping customers reach their financial objectives. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Driscoll, Digital Services Analyst at Kennebec Savings Bank. Amy provides a perspective on building a modern digital platform leveraging data and insight to enhance personalization and engagement. Amy also shares her perspective on how AI will enhance the customer experience and provide better ways of helping customers reach their financial objectives. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Driscoll, Digital Services Analyst at Kennebec Savings Bank. Amy provides a perspective on building a modern digital platform leveraging data and insight to enhance personalization and engagement.

Amy also shares her perspective on how AI will enhance the customer experience and provide better ways of helping customers reach their financial objectives.

]]> 2119 no Becoming a Leader in the Commercial Banking Marketplace On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Matt Singleton, VP of payment and business solutions at Star Financial Bank. Matt shares how, despite having a modest size, it is not impossible to have a mighty vision –proving that innovation isn't just for the big players. From harnessing cutting-edge technology to fostering deep, personal relationships with clients, Matt illustrates how Star Bank is redefining what it means to be a commercial banking partner. Mon, 06 May 2024 09:00:00 -0000 full Evergreen Podcasts Matt Singleton, VP of payment and business solutions at Star Financial Bank, shares how, despite having a modest size, it is not impossible to have a mighty vision –proving that innovation isn't just for the big players. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Matt Singleton, VP of payment and business solutions at Star Financial Bank. Matt shares how, despite having a modest size, it is not impossible to have a mighty vision –proving that innovation isn't just for the big players. From harnessing cutting-edge technology to fostering deep, personal relationships with clients, Matt illustrates how Star Bank is redefining what it means to be a commercial banking partner. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Matt Singleton, VP of payment and business solutions at Star Financial Bank. Matt shares how, despite having a modest size, it is not impossible to have a mighty vision –proving that innovation isn't just for the big players.

From harnessing cutting-edge technology to fostering deep, personal relationships with clients, Matt illustrates how Star Bank is redefining what it means to be a commercial banking partner.

]]> 1308 no A Credit Union's Journey to a Modern Core System On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Krasikov, Vice President of Digital Experience at Raiz Federal Credit Union. Amy provides an inside look into their extensive overhaul of both their core platform and online banking system. This revamp of their digital infrastructure has yielded amazing results, with a rapid adoption rate of 20% in less than 24 hours, escalating to over 50% within the first week. More importantly, their digital banking experience has garnered exceptional ratings of 4.8 on iOS and 4.9 on the Google Play store, reflecting the credit union's commitment to providing a seamless and user-friendly interface. Amy also shares her vision for the future, her near-term priorities and how Raiz Federal Credit Union will continue to differentiate itself in the marketplace. Wed, 01 May 2024 09:00:00 -0000 full Evergreen Podcasts Amy Krasikov, Vice President of Digital Experience at Raiz Federal Credit Union, provides an inside look into their extensive overhaul of both their core platform and online banking system, and how Raiz Federal Credit Union will continue to differentiate itself in the marketplace. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Krasikov, Vice President of Digital Experience at Raiz Federal Credit Union. Amy provides an inside look into their extensive overhaul of both their core platform and online banking system. This revamp of their digital infrastructure has yielded amazing results, with a rapid adoption rate of 20% in less than 24 hours, escalating to over 50% within the first week. More importantly, their digital banking experience has garnered exceptional ratings of 4.8 on iOS and 4.9 on the Google Play store, reflecting the credit union's commitment to providing a seamless and user-friendly interface. Amy also shares her vision for the future, her near-term priorities and how Raiz Federal Credit Union will continue to differentiate itself in the marketplace. On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Krasikov, Vice President of Digital Experience at Raiz Federal Credit Union. Amy provides an inside look into their extensive overhaul of both their core platform and online banking system.

This revamp of their digital infrastructure has yielded amazing results, with a rapid adoption rate of 20% in less than 24 hours, escalating to over 50% within the first week. More importantly, their digital banking experience has garnered exceptional ratings of 4.8 on iOS and 4.9 on the Google Play store, reflecting the credit union's commitment to providing a seamless and user-friendly interface.

Amy also shares her vision for the future, her near-term priorities and how Raiz Federal Credit Union will continue to differentiate itself in the marketplace.

]]> 2098 no Combining Data, Modern Technology and a Strong Mission to Innovate & Grow On this episode of the FIsionaries podcast, I’m joined by Luis Cruz, Chief Information Officer at Educational Federal Credit Union. Luis provides a captivating exploration of EdFed's approach to digital transformation, including a focus on data, analytics and innovation for serving their members, communities and employees. EdFed has achieved historical growth by deploying modern technology without sacrificing a legacy of serving the educational community. Their unique outreach program aimed at fostering financial literacy among youth and the community as a whole is a case study for success. We will also unveil how EdFed Credit Union is successfully navigating an increasingly volatile banking ecosystem with the help of employees who understand and support the credit union’s mission. Wed, 20 Mar 2024 09:00:00 -0000 full Evergreen Podcasts Luis Cruz, Chief Information Officer at Educational Federal Credit Union, unveils how EdFed Credit Union is successfully navigating an increasingly volatile banking ecosystem with the help of employees who understand and support the credit union’s mission. On this episode of the FIsionaries podcast, I’m joined by Luis Cruz, Chief Information Officer at Educational Federal Credit Union. Luis provides a captivating exploration of EdFed's approach to digital transformation, including a focus on data, analytics and innovation for serving their members, communities and employees. EdFed has achieved historical growth by deploying modern technology without sacrificing a legacy of serving the educational community. Their unique outreach program aimed at fostering financial literacy among youth and the community as a whole is a case study for success. We will also unveil how EdFed Credit Union is successfully navigating an increasingly volatile banking ecosystem with the help of employees who understand and support the credit union’s mission. On this episode of the FIsionaries podcast, I’m joined by Luis Cruz, Chief Information Officer at Educational Federal Credit Union. Luis provides a captivating exploration of EdFed's approach to digital transformation, including a focus on data, analytics and innovation for serving their members, communities and employees.

EdFed has achieved historical growth by deploying modern technology without sacrificing a legacy of serving the educational community. Their unique outreach program aimed at fostering financial literacy among youth and the community as a whole is a case study for success.

We will also unveil how EdFed Credit Union is successfully navigating an increasingly volatile banking ecosystem with the help of employees who understand and support the credit union’s mission.

]]> 2408 no Air Force FCU’s Digital Transformation Flies High We’re honored to have Greg Barnes, Chief Operations Officer, and Abigail Riesner, Manager of Digital Solutions at the Air Force FCU on the show. They offer an insider’s perspective on their credit union’s ambitious digital transformation that has resulted in decisions like discontinuing CO-OP shared branching, elevating member’s digital experiences, overcoming internal and external challenges, and integrating emerging technologies. With an eye towards constant evolution through collaborative solutions, Air Force FCU aims to continuously expand their technology ecosystem to empower member financial success. For any organization looking to champion digital advancement, this episode provided inspiration and guidance direct from the source. Wed, 21 Feb 2024 10:00:00 -0000 full Evergreen Podcasts Greg Barnes, Chief Operations Officer, and Abigail Riesner, Manager of Digital Solutions at the Air Force FCU, offer an insider’s perspective on their credit union’s ambitious digital transformation that has resulted in decisions like discontinuing CO-OP shared branching, elevating member’s digital experiences, overcoming internal and external challenges, and integrating emerging technologies. We’re honored to have Greg Barnes, Chief Operations Officer, and Abigail Riesner, Manager of Digital Solutions at the Air Force FCU on the show. They offer an insider’s perspective on their credit union’s ambitious digital transformation that has resulted in decisions like discontinuing CO-OP shared branching, elevating member’s digital experiences, overcoming internal and external challenges, and integrating emerging technologies. With an eye towards constant evolution through collaborative solutions, Air Force FCU aims to continuously expand their technology ecosystem to empower member financial success. For any organization looking to champion digital advancement, this episode provided inspiration and guidance direct from the source. We’re honored to have Greg Barnes, Chief Operations Officer, and Abigail Riesner, Manager of Digital Solutions at the Air Force FCU on the show. They offer an insider’s perspective on their credit union’s ambitious digital transformation that has resulted in decisions like discontinuing CO-OP shared branching, elevating member’s digital experiences, overcoming internal and external challenges, and integrating emerging technologies.


With an eye towards constant evolution through collaborative solutions, Air Force FCU aims to continuously expand their technology ecosystem to empower member financial success. For any organization looking to champion digital advancement, this episode provided inspiration and guidance direct from the source.

]]> 2557 no Leading with AI, Technology, Insight and Empathy I am excited to be joined by Smart Financial Credit Union's CIO, Marcus Manning, on the FIsionaries podcast. Marcus was just named Futurist CIO by Houston CIO Community for his foresight into how to leverage AI as a way financial services are both delivered and perceived by consumers. Just as importantly, Marcus works tirelessly to build a culture at Smart Financial that will make the credit union more future-ready. His belief is that people, process, and technology are the three pillars to success. In this episode, we will discuss how these pillars support more than just better banking, but also offering a richer user experience, bolstered security, an improved employee experience and a path to growth. Wed, 15 Nov 2023 10:00:00 -0000 full Evergreen Podcasts Marcus Manning, CIO of Smart Financial Credit Union, believes that people, process, and technology are the three pillars to success. In this episode, we will discuss how these pillars support more than just better banking, but also offering a richer user experience, bolstered security, an improved employee experience and a path to growth. I am excited to be joined by Smart Financial Credit Union's CIO, Marcus Manning, on the FIsionaries podcast. Marcus was just named Futurist CIO by Houston CIO Community for his foresight into how to leverage AI as a way financial services are both delivered and perceived by consumers. Just as importantly, Marcus works tirelessly to build a culture at Smart Financial that will make the credit union more future-ready. His belief is that people, process, and technology are the three pillars to success. In this episode, we will discuss how these pillars support more than just better banking, but also offering a richer user experience, bolstered security, an improved employee experience and a path to growth. I am excited to be joined by Smart Financial Credit Union's CIO, Marcus Manning, on the FIsionaries podcast. Marcus was just named Futurist CIO by Houston CIO Community for his foresight into how to leverage AI as a way financial services are both delivered and perceived by consumers.

Just as importantly, Marcus works tirelessly to build a culture at Smart Financial that will make the credit union more future-ready. His belief is that people, process, and technology are the three pillars to success.

In this episode, we will discuss how these pillars support more than just better banking, but also offering a richer user experience, bolstered security, an improved employee experience and a path to growth.

]]> 2845 no Leveraging The Scalability of Modern Technology I'm excited to welcome Tim Ferrio, CTO of Team One Credit Union, to the FIsionaries podcast. With just under $750 million in assets, Team One faces an uphill battle competing against major banks with billions in their war chests to finance modern technologies and innovation. In this episode, we explore the unique opportunities and challenges smaller credit unions face in keeping pace with digital innovation and delivering great member experiences. We also uncover creative strategies that can help modest institutions like Team One punch above their weight class and take on the banking behemoths using composible solutions. Wed, 01 Nov 2023 09:00:00 -0000 full Evergreen Podcasts Tim Ferrio, CTO of Team One Credit Union, explores the unique opportunities and challenges smaller credit unions face in keeping pace with digital innovation and delivering great member experiences. I'm excited to welcome Tim Ferrio, CTO of Team One Credit Union, to the FIsionaries podcast. With just under $750 million in assets, Team One faces an uphill battle competing against major banks with billions in their war chests to finance modern technologies and innovation. In this episode, we explore the unique opportunities and challenges smaller credit unions face in keeping pace with digital innovation and delivering great member experiences. We also uncover creative strategies that can help modest institutions like Team One punch above their weight class and take on the banking behemoths using composible solutions. I'm excited to welcome Tim Ferrio, CTO of Team One Credit Union, to the FIsionaries podcast. With just under $750 million in assets, Team One faces an uphill battle competing against major banks with billions in their war chests to finance modern technologies and innovation.

In this episode, we explore the unique opportunities and challenges smaller credit unions face in keeping pace with digital innovation and delivering great member experiences. We also uncover creative strategies that can help modest institutions like Team One punch above their weight class and take on the banking behemoths using composible solutions.

]]> 1943 no Being the ‘Best’ Starts with People and Culture While modest is size, Nymeo FCU continues to be recognized regionally and nationwide as a “Best Credit Union to Work For” and “Best of the Best Credit Unions” within their marketplace in Maryland. According to the credit union, much of its success can be attributed to its commitment to its staff and their continued commitment to provide members with a superior experience across all delivery channels. In our FIsionaries Podcast conversation with senior executives from Nymeo, we shed light on the mosaic of decisions, innovations, and leadership moments that have led Nymeo to continue to be a leader in the marketplace. Wed, 18 Oct 2023 09:00:00 -0000 full Evergreen Podcasts In our FIsionaries Podcast conversation with senior executives from Nymeo, we shed light on the mosaic of decisions, innovations, and leadership moments that have led Nymeo to continue to be a leader in the marketplace. While modest is size, Nymeo FCU continues to be recognized regionally and nationwide as a “Best Credit Union to Work For” and “Best of the Best Credit Unions” within their marketplace in Maryland. According to the credit union, much of its success can be attributed to its commitment to its staff and their continued commitment to provide members with a superior experience across all delivery channels. In our FIsionaries Podcast conversation with senior executives from Nymeo, we shed light on the mosaic of decisions, innovations, and leadership moments that have led Nymeo to continue to be a leader in the marketplace. While modest is size, Nymeo FCU continues to be recognized regionally and nationwide as a “Best Credit Union to Work For” and “Best of the Best Credit Unions” within their marketplace in Maryland.

According to the credit union, much of its success can be attributed to its commitment to its staff and their continued commitment to provide members with a superior experience across all delivery channels.

In our FIsionaries Podcast conversation with senior executives from Nymeo, we shed light on the mosaic of decisions, innovations, and leadership moments that have led Nymeo to continue to be a leader in the marketplace.

]]> 2207 no Veridian Drives Innovation with Early FedNow Adoption Veridian Credit Union has cemented its reputation as an innovator by being one of the first to adopt the new FedNow real-time payment rail. Joining us today on the FIsionaries podcast are Colin Eagan, Real-Time Payment Administrator, and Amy Faley, Manager of ACH at Veridian, to discuss their journey to fast payments. We’ll explore Veridian’s motivations, implementation, and lessons learned launching FedNow to stay ahead of the digital transformation curve. Wed, 04 Oct 2023 09:00:00 -0000 full Evergreen Podcasts Colin Eagan, Real-Time Payment Administrator, and Amy Faley, Manager of ACH at Veridian, discuss their journey to fast payments and Veridian’s motivations, implementation, and lessons learned launching FedNow to stay ahead of the digital transformation curve. Veridian Credit Union has cemented its reputation as an innovator by being one of the first to adopt the new FedNow real-time payment rail. Joining us today on the FIsionaries podcast are Colin Eagan, Real-Time Payment Administrator, and Amy Faley, Manager of ACH at Veridian, to discuss their journey to fast payments. We’ll explore Veridian’s motivations, implementation, and lessons learned launching FedNow to stay ahead of the digital transformation curve. Veridian Credit Union has cemented its reputation as an innovator by being one of the first to adopt the new FedNow real-time payment rail. Joining us today on the FIsionaries podcast are Colin Eagan, Real-Time Payment Administrator, and Amy Faley, Manager of ACH at Veridian, to discuss their journey to fast payments.

We’ll explore Veridian’s motivations, implementation, and lessons learned launching FedNow to stay ahead of the digital transformation curve.

]]> 2168 no Trailblazing Excellence: The Corning Credit Union's Success Story In today's episode of the FIsionaries Podcast, we have the privilege of sitting down with Mark Hufnagel, Senior Vice President and Chief Information Officer at Corning Credit Union. Join us as we delve into the remarkable journey that has led Corning Credit Union to achieve recognition as one of the best credit unions in New York state. Discover the strategies, values, and innovations that set this institution apart and continue to shape its future success. Also, get a taste of Corning's approach to using technology to better serve members and stand out in a competitive landscape. Tue, 29 Aug 2023 09:00:00 -0000 full Evergreen Podcasts Mark Hufnagel, Senior Vice President and Chief Information Officer at Corning Credit Union, delves into the remarkable journey that has led Corning Credit Union to achieve recognition as one of the best credit unions in New York state. Discover the strategies, values, and innovations that set this institution apart and continue to shape its future success. In today's episode of the FIsionaries Podcast, we have the privilege of sitting down with Mark Hufnagel, Senior Vice President and Chief Information Officer at Corning Credit Union. Join us as we delve into the remarkable journey that has led Corning Credit Union to achieve recognition as one of the best credit unions in New York state. Discover the strategies, values, and innovations that set this institution apart and continue to shape its future success. Also, get a taste of Corning's approach to using technology to better serve members and stand out in a competitive landscape. In today's episode of the FIsionaries Podcast, we have the privilege of sitting down with Mark Hufnagel, Senior Vice President and Chief Information Officer at Corning Credit Union.

Join us as we delve into the remarkable journey that has led Corning Credit Union to achieve recognition as one of the best credit unions in New York state. Discover the strategies, values, and innovations that set this institution apart and continue to shape its future success.

Also, get a taste of Corning's approach to using technology to better serve members and stand out in a competitive landscape.

]]> 2230 no The Compelling Case for Investing in Fintechs Digital banking transformation is most successful when it combines internal and external execution. This includes a focus on digital banking transformation, innovation, and strategic investments. Michigan State University Federal Credit Union has grown consistently over the past 5 years, reaching $7.5 billion in assets. They have done this with strong leadership and a continued investments in modern fintech solutions through a wholly owned credit union service organization, Reseda. My guest on the FIsionaries podcast is April Clobes, President and CEO of the Reseda Group and MSUFCU. We discuss the strategic advantage of investing in new technologies and fintech solutions that can be deployed internally and sold to other credit unions. Tue, 08 Aug 2023 09:00:00 -0000 full Evergreen Podcasts April Clobes, President and CEO of the Reseda Group and MSUFCU, discusses the strategic advantage of investing in new technologies and fintech solutions that can be deployed internally and sold to other credit unions. Digital banking transformation is most successful when it combines internal and external execution. This includes a focus on digital banking transformation, innovation, and strategic investments. Michigan State University Federal Credit Union has grown consistently over the past 5 years, reaching $7.5 billion in assets. They have done this with strong leadership and a continued investments in modern fintech solutions through a wholly owned credit union service organization, Reseda. My guest on the FIsionaries podcast is April Clobes, President and CEO of the Reseda Group and MSUFCU. We discuss the strategic advantage of investing in new technologies and fintech solutions that can be deployed internally and sold to other credit unions. Digital banking transformation is most successful when it combines internal and external execution. This includes a focus on digital banking transformation, innovation, and strategic investments.

Michigan State University Federal Credit Union has grown consistently over the past 5 years, reaching $7.5 billion in assets. They have done this with strong leadership and a continued investments in modern fintech solutions through a wholly owned credit union service organization, Reseda.

My guest on the FIsionaries podcast is April Clobes, President and CEO of the Reseda Group and MSUFCU. We discuss the strategic advantage of investing in new technologies and fintech solutions that can be deployed internally and sold to other credit unions.

]]> 2331 no Achieving Market Leading Growth During Challenging Times Growing from $2.5 billion to over $4 billion in the past five years, the Biloxi-based Keesler Federal Credit Union has become one of the largest credit unions in the United States. With 39 locations across three states and three in the United Kingdom, the credit union has 280,000 members. What sets Keesler FCU apart is not just their exceptional growth, but their ability to anticipate industry trends. Their unwavering commitment to innovation, combined with a commitment to members and the community, has earned them national recognition. My guest on the FIsionaries podcast is Jason MacDonald, SVP & Chief Information Officer, Keesler Federal Credit Union. We discuss many of the ways Keesler Federal Credit Union has achieved growth while not sacrificing personalized service. Wed, 26 Jul 2023 09:00:00 -0000 full Evergreen Podcasts Jason MacDonald, SVP & Chief Information Officer, Keesler Federal Credit Union, discusses the many ways Keesler Federal Credit Union has achieved growth while not sacrificing personalized service. Growing from $2.5 billion to over $4 billion in the past five years, the Biloxi-based Keesler Federal Credit Union has become one of the largest credit unions in the United States. With 39 locations across three states and three in the United Kingdom, the credit union has 280,000 members. What sets Keesler FCU apart is not just their exceptional growth, but their ability to anticipate industry trends. Their unwavering commitment to innovation, combined with a commitment to members and the community, has earned them national recognition. My guest on the FIsionaries podcast is Jason MacDonald, SVP & Chief Information Officer, Keesler Federal Credit Union. We discuss many of the ways Keesler Federal Credit Union has achieved growth while not sacrificing personalized service. Growing from $2.5 billion to over $4 billion in the past five years, the Biloxi-based Keesler Federal Credit Union has become one of the largest credit unions in the United States. With 39 locations across three states and three in the United Kingdom, the credit union has 280,000 members.

What sets Keesler FCU apart is not just their exceptional growth, but their ability to anticipate industry trends. Their unwavering commitment to innovation, combined with a commitment to members and the community, has earned them national recognition.

My guest on the FIsionaries podcast is Jason MacDonald, SVP & Chief Information Officer, Keesler Federal Credit Union. We discuss many of the ways Keesler Federal Credit Union has achieved growth while not sacrificing personalized service.

]]> 2658 no Supporting Underserved Communities with Multilingual Solutions Whether a customer wants to do banking in-person or online, the need for multilingual service is more important than ever. Thankfully, with today’s translation technologies and AI-powered multilingual chatbots, language barriers aren’t insurmountable. Unitus Community Credit Union, headquartered in Oregon, has made a commitment to providing inclusive financial services. This includes supporting a bilingual positioning at every touchpoint. The credit union’s website is already available in dual languages, a bilingual chatbot has just been introduced, and more efforts are underway. My guest on the FIsionaries podcast is Corlinda Wooden, SVP/Chief Retail Officer at Unitus Community Credit Union. We discuss how committing to embrace underserve communities has resulted in historically high growth and higher customer satisfaction ratings. Wed, 12 Jul 2023 04:00:00 -0000 full Evergreen Podcasts Corlinda Wooden, SVP/Chief Retail Officer at Unitus Community Credit Union, discusses how committing to embrace underserve communities has resulted in historically high growth and higher customer satisfaction ratings. Whether a customer wants to do banking in-person or online, the need for multilingual service is more important than ever. Thankfully, with today’s translation technologies and AI-powered multilingual chatbots, language barriers aren’t insurmountable. Unitus Community Credit Union, headquartered in Oregon, has made a commitment to providing inclusive financial services. This includes supporting a bilingual positioning at every touchpoint. The credit union’s website is already available in dual languages, a bilingual chatbot has just been introduced, and more efforts are underway. My guest on the FIsionaries podcast is Corlinda Wooden, SVP/Chief Retail Officer at Unitus Community Credit Union. We discuss how committing to embrace underserve communities has resulted in historically high growth and higher customer satisfaction ratings. Whether a customer wants to do banking in-person or online, the need for multilingual service is more important than ever. Thankfully, with today’s translation technologies and AI-powered multilingual chatbots, language barriers aren’t insurmountable.

Unitus Community Credit Union, headquartered in Oregon, has made a commitment to providing inclusive financial services. This includes supporting a bilingual positioning at every touchpoint. The credit union’s website is already available in dual languages, a bilingual chatbot has just been introduced, and more efforts are underway.

My guest on the FIsionaries podcast is Corlinda Wooden, SVP/Chief Retail Officer at Unitus Community Credit Union. We discuss how committing to embrace underserve communities has resulted in historically high growth and higher customer satisfaction ratings.

]]> 1910 no The Power of Core Values at a Community Financial Institution Differentiation in the banking industry is not easy. Especially for a credit union with $400 million in assets and only 5 branches. cPort Credit Union, headquartered in Portland Maine, has found that providing advanced digital services and serving the community in unique ways is the key to building a strong brand, supporting a powerful culture, and delivering continued growth. My guest on the FIsionaries podcast is Ashley Simmons, Director of Digital Experience at cPort Credit Union. We discuss how cPort uses five core values as a guide to stand out in a crowded marketplace. Wed, 28 Jun 2023 09:00:00 -0000 full Evergreen Podcasts Ashley Simmons, Director of Digital Experience at cPort Credit Union, discusses how cPort uses five core values as a guide to stand out in a crowded marketplace. Differentiation in the banking industry is not easy. Especially for a credit union with $400 million in assets and only 5 branches. cPort Credit Union, headquartered in Portland Maine, has found that providing advanced digital services and serving the community in unique ways is the key to building a strong brand, supporting a powerful culture, and delivering continued growth. My guest on the FIsionaries podcast is Ashley Simmons, Director of Digital Experience at cPort Credit Union. We discuss how cPort uses five core values as a guide to stand out in a crowded marketplace. Differentiation in the banking industry is not easy. Especially for a credit union with $400 million in assets and only 5 branches.

cPort Credit Union, headquartered in Portland Maine, has found that providing advanced digital services and serving the community in unique ways is the key to building a strong brand, supporting a powerful culture, and delivering continued growth.

My guest on the FIsionaries podcast is Ashley Simmons, Director of Digital Experience at cPort Credit Union. We discuss how cPort uses five core values as a guide to stand out in a crowded marketplace.


]]> 2439 no Innovating by Creating Better Customer and Employee Experiences In the past, the ability to be on the cutting edge of innovation and digital transformation was only possible for organizations with the most assets and deepest pockets. PeoplesChoice Credit Union has dispelled that myth, by rethinking traditional business models – continually creating new products, services and ways to better serve the community. My guest on the FIsionaries podcast is Luke Labbe, President of the $325 million PeoplesChoice Credit Union in Maine. We discuss how PeoplesChoice continues to invest in digital technology and their employees to provide better member experiences, higher returns, lower loan rates and fewer fees for its members. Wed, 21 Jun 2023 09:00:00 -0000 full Evergreen Podcasts Luke Labbe, President of the $325 million PeoplesChoice Credit Union in Maine, discusses how PeoplesChoice continues to invest in digital technology and their employees to provide better member experiences, higher returns, lower loan rates and fewer fees for its members. In the past, the ability to be on the cutting edge of innovation and digital transformation was only possible for organizations with the most assets and deepest pockets. PeoplesChoice Credit Union has dispelled that myth, by rethinking traditional business models – continually creating new products, services and ways to better serve the community. My guest on the FIsionaries podcast is Luke Labbe, President of the $325 million PeoplesChoice Credit Union in Maine. We discuss how PeoplesChoice continues to invest in digital technology and their employees to provide better member experiences, higher returns, lower loan rates and fewer fees for its members. In the past, the ability to be on the cutting edge of innovation and digital transformation was only possible for organizations with the most assets and deepest pockets.

PeoplesChoice Credit Union has dispelled that myth, by rethinking traditional business models – continually creating new products, services and ways to better serve the community.

My guest on the FIsionaries podcast is Luke Labbe, President of the $325 million PeoplesChoice Credit Union in Maine. We discuss how PeoplesChoice continues to invest in digital technology and their employees to provide better member experiences, higher returns, lower loan rates and fewer fees for its members.

]]> 1760 no Innovation Beyond Geographic Borders When consumers are looking to find the best rates offered on savings accounts, they usually are pointed to NerdWallet or Bankrate.com by Google. The problem is that the search results are often biased … influenced by advertising or affiliate dollars. To respond to the need for a more extensive and unbiased source of the best savings rates nationwide, Seattle Bank created CD Valet. This unique site allows consumers to search for the best rates, set maturity and target rate alerts, track investments, and even receive financial education. My guest on the FIsionaries podcast is John Blizzard, President and CEO of $800 million Seattle Bank. We discuss how a community bank can support an innovative culture across an organization, making an impact beyond geographic boundaries. Wed, 03 May 2023 09:00:00 -0000 full Evergreen Podcasts John Blizzard, President and CEO of $800 million Seattle Bank, discusses how a community bank can support an innovative culture across an organization, making an impact beyond geographic boundaries. When consumers are looking to find the best rates offered on savings accounts, they usually are pointed to NerdWallet or Bankrate.com by Google. The problem is that the search results are often biased … influenced by advertising or affiliate dollars. To respond to the need for a more extensive and unbiased source of the best savings rates nationwide, Seattle Bank created CD Valet. This unique site allows consumers to search for the best rates, set maturity and target rate alerts, track investments, and even receive financial education. My guest on the FIsionaries podcast is John Blizzard, President and CEO of $800 million Seattle Bank. We discuss how a community bank can support an innovative culture across an organization, making an impact beyond geographic boundaries. When consumers are looking to find the best rates offered on savings accounts, they usually are pointed to NerdWallet or Bankrate.com by Google. The problem is that the search results are often biased … influenced by advertising or affiliate dollars.

To respond to the need for a more extensive and unbiased source of the best savings rates nationwide, Seattle Bank created CD Valet. This unique site allows consumers to search for the best rates, set maturity and target rate alerts, track investments, and even receive financial education.

My guest on the FIsionaries podcast is John Blizzard, President and CEO of $800 million Seattle Bank. We discuss how a community bank can support an innovative culture across an organization, making an impact beyond geographic boundaries.

]]> 2426 no Premier Bank: Transformation Begins and Ends with a Digital Culture Financial institutions of all sizes must be able to deploy advanced technology and digital functionality at speed and scale. This can be a challenge for smaller organizations, but is made much easier with a strong digital-first culture and leadership that embraces change. Premier Bank, headquartered in Youngstown, Ohio, has $8.5 billion in assets and operates 74 branches and 12 loan offices in 5 midwestern states, with wealth professionals dedicated to each community banking branch. My guests on the FIsionaries podcast are Varun Chandhok, EVP and CIO and Kathy Bushway, Chief Marketing Officer at Premier Bank. They discuss how Premier Bank brings the best in digital banking to both current and prospective clients alike by leveraging partners across the banking ecosystem. Mon, 13 Mar 2023 09:00:00 -0000 full Evergreen Podcasts Varun Chandhok, EVP and CIO and Kathy Bushway, Chief Marketing Officer at Premier Bank, discuss how Premier Bank brings the best in digital banking to both current and prospective clients alike by leveraging partners across the banking ecosystem. Financial institutions of all sizes must be able to deploy advanced technology and digital functionality at speed and scale. This can be a challenge for smaller organizations, but is made much easier with a strong digital-first culture and leadership that embraces change. Premier Bank, headquartered in Youngstown, Ohio, has $8.5 billion in assets and operates 74 branches and 12 loan offices in 5 midwestern states, with wealth professionals dedicated to each community banking branch. My guests on the FIsionaries podcast are Varun Chandhok, EVP and CIO and Kathy Bushway, Chief Marketing Officer at Premier Bank. They discuss how Premier Bank brings the best in digital banking to both current and prospective clients alike by leveraging partners across the banking ecosystem. Financial institutions of all sizes must be able to deploy advanced technology and digital functionality at speed and scale. This can be a challenge for smaller organizations, but is made much easier with a strong digital-first culture and leadership that embraces change.

Premier Bank, headquartered in Youngstown, Ohio, has $8.5 billion in assets and operates 74 branches and 12 loan offices in 5 midwestern states, with wealth professionals dedicated to each community banking branch.

My guests on the FIsionaries podcast are Varun Chandhok, EVP and CIO and Kathy Bushway, Chief Marketing Officer at Premier Bank. They discuss how Premier Bank brings the best in digital banking to both current and prospective clients alike by leveraging partners across the banking ecosystem.

]]> 1942 no Webster Bank: Digital Transformation During a Core Conversion More than ever, financial institutions must rethink their legacy business models for growth and profitability. This is especially true for mid-tier organizations that can’t spend at the pace of the biggest banking leaders. Headquartered in Stamford, CT, Webster Bank is a leading bank in the Northeast that provides a wide range of digital and traditional financial solutions. With $68 billion in assets, its core footprint spans the northeastern U.S., with certain businesses operating in extended geographies. They recently merged with Sterling Bank. My guest on the FIsionaries podcast is Matthew Smith, Chief Digital Banking Officer and Head of Enterprise Product, Marketing, and Transformation at Webster Bank. Matthew discusses how Webster Bank has marched forward with digital transformation while also managing a core conversion as a result of their merger with Sterling Bank. Mon, 06 Mar 2023 10:00:00 -0000 full Evergreen Podcasts Matthew Smith, Chief Digital Banking Officer and Head of Enterprise Product, Marketing, and Transformation at Webster Bank, discusses how Webster Bank has marched forward with digital transformation while also managing a core conversion as a result of their merger with Sterling Bank. More than ever, financial institutions must rethink their legacy business models for growth and profitability. This is especially true for mid-tier organizations that can’t spend at the pace of the biggest banking leaders. Headquartered in Stamford, CT, Webster Bank is a leading bank in the Northeast that provides a wide range of digital and traditional financial solutions. With $68 billion in assets, its core footprint spans the northeastern U.S., with certain businesses operating in extended geographies. They recently merged with Sterling Bank. My guest on the FIsionaries podcast is Matthew Smith, Chief Digital Banking Officer and Head of Enterprise Product, Marketing, and Transformation at Webster Bank. Matthew discusses how Webster Bank has marched forward with digital transformation while also managing a core conversion as a result of their merger with Sterling Bank. More than ever, financial institutions must rethink their legacy business models for growth and profitability. This is especially true for mid-tier organizations that can’t spend at the pace of the biggest banking leaders.

Headquartered in Stamford, CT, Webster Bank is a leading bank in the Northeast that provides a wide range of digital and traditional financial solutions. With $68 billion in assets, its core footprint spans the northeastern U.S., with certain businesses operating in extended geographies. They recently merged with Sterling Bank.

My guest on the FIsionaries podcast is Matthew Smith, Chief Digital Banking Officer and Head of Enterprise Product, Marketing, and Transformation at Webster Bank. Matthew discusses how Webster Bank has marched forward with digital transformation while also managing a core conversion as a result of their merger with Sterling Bank.

]]> 1906 no Reimagining Legacy Business Models at Coastal Bank Community banks and credit unions have taken deposits and made loans to consumers, small businesses and dreamers of all kinds for decades. Over the years, the business model for these institutions has remained virtually the same. But the marketplace has changed. Today, instead of being forced to choose the products that financial institutions offer, customers have come to demand the personalized products that they want from their bank or credit union. My guest on the FIsionaries podcast is Curt Queyrouze, President, Coastal Community Bank. We discuss how a $3.2 billion bank in Everett, Washington is rethinking the products and services offered and the delivery channels used to better serve customers, employees and shareholders. Fri, 24 Feb 2023 17:20:00 -0000 full Evergreen Podcasts Curt Queyrouze, President, Coastal Community Bank, discusses how a $3.2 billion bank in Everett, Washington is rethinking the products and services offered and the delivery channels used to better serve customers, employees and shareholders. Community banks and credit unions have taken deposits and made loans to consumers, small businesses and dreamers of all kinds for decades. Over the years, the business model for these institutions has remained virtually the same. But the marketplace has changed. Today, instead of being forced to choose the products that financial institutions offer, customers have come to demand the personalized products that they want from their bank or credit union. My guest on the FIsionaries podcast is Curt Queyrouze, President, Coastal Community Bank. We discuss how a $3.2 billion bank in Everett, Washington is rethinking the products and services offered and the delivery channels used to better serve customers, employees and shareholders. Community banks and credit unions have taken deposits and made loans to consumers, small businesses and dreamers of all kinds for decades. Over the years, the business model for these institutions has remained virtually the same.

But the marketplace has changed. Today, instead of being forced to choose the products that financial institutions offer, customers have come to demand the personalized products that they want from their bank or credit union.

My guest on the FIsionaries podcast is Curt Queyrouze, President, Coastal Community Bank. We discuss how a $3.2 billion bank in Everett, Washington is rethinking the products and services offered and the delivery channels used to better serve customers, employees and shareholders.

]]> 2173 no Challenging the Status Quo at Quorum Federal Credit Union While many financial institutions are challenged to deliver digital banking solutions, Quorum Federal Credit Union, out of Purchase New York, serves their more than 70,000 members in 50 states with online and mobile banking options only. Founded in 1934 as the exclusive credit union for Kraft Foods employees, Quorum now serves over 50 companies nationwide with highly competitive rates on deposits and loans and with a culture that encourages innovation and a commitment to the highest level of member experiences. In fact, Quorum was just named the Best Credit Union in 2023 by Bankrate. My guest on the FIsionaries podcast is Jeffrey Pachter, President and CEO at Quorum Federal Credit Union. Jeffrey shares how innovation at Quorum never stops – and why status quo is not acceptable. Mon, 13 Feb 2023 10:00:00 -0000 full Evergreen Podcasts Jeffrey Pachter, President and CEO at Quorum Federal Credit Union, shares how innovation at Quorum never stops – and why status quo is not acceptable. While many financial institutions are challenged to deliver digital banking solutions, Quorum Federal Credit Union, out of Purchase New York, serves their more than 70,000 members in 50 states with online and mobile banking options only. Founded in 1934 as the exclusive credit union for Kraft Foods employees, Quorum now serves over 50 companies nationwide with highly competitive rates on deposits and loans and with a culture that encourages innovation and a commitment to the highest level of member experiences. In fact, Quorum was just named the Best Credit Union in 2023 by Bankrate. My guest on the FIsionaries podcast is Jeffrey Pachter, President and CEO at Quorum Federal Credit Union. Jeffrey shares how innovation at Quorum never stops – and why status quo is not acceptable. While many financial institutions are challenged to deliver digital banking solutions, Quorum Federal Credit Union, out of Purchase New York, serves their more than 70,000 members in 50 states with online and mobile banking options only.

Founded in 1934 as the exclusive credit union for Kraft Foods employees, Quorum now serves over 50 companies nationwide with highly competitive rates on deposits and loans and with a culture that encourages innovation and a commitment to the highest level of member experiences. In fact, Quorum was just named the Best Credit Union in 2023 by Bankrate.

My guest on the FIsionaries podcast is Jeffrey Pachter, President and CEO at Quorum Federal Credit Union. Jeffrey shares how innovation at Quorum never stops – and why status quo is not acceptable.

]]> 1629 A Strong Workplace Culture Generates Bottom Line Results Welcome to the FIsionaries Podcast, sponsored by Alkami. I’m Jim Marous. This exciting podcast series shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game. Our guests are competing with the biggest players in financial services by embracing their digital vision at speed and scale. At a time when almost all financial institutions look and act the same, it is more important than ever to create brand differentiation through innovative products, a commitment to the community, and an internal culture that impacts members and customers directly. Founded in 1940 with a schoolteacher’s shoebox and a handwritten ledger, iQ Credit Union has never forgotten its roots, growing relationships through empathy and a commitment to financial wellness education. My guest on the FIsionaries podcast is Jordan Lehrman, Chief Technology Officer, iQ Credit Union, a $2B asset financial institution serving the Pacific Northwest. Matt shares how making a commitment to internal culture pays member dividends that stimulates growth. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Wed, 01 Feb 2023 22:14:00 -0000 full Evergreen Podcasts Jordan Lehrman Welcome to the FIsionaries Podcast, sponsored by Alkami. I’m Jim Marous. This exciting podcast series shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game. Our guests are competing with the biggest players in financial services by embracing their digital vision at speed and scale. At a time when almost all financial institutions look and act the same, it is more important than ever to create brand differentiation through innovative products, a commitment to the community, and an internal culture that impacts members and customers directly. Founded in 1940 with a schoolteacher’s shoebox and a handwritten ledger, iQ Credit Union has never forgotten its roots, growing relationships through empathy and a commitment to financial wellness education. My guest on the FIsionaries podcast is Jordan Lehrman, Chief Technology Officer, iQ Credit Union, a $2B asset financial institution serving the Pacific Northwest. Matt shares how making a commitment to internal culture pays member dividends that stimulates growth. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Welcome to the FIsionaries Podcast, sponsored by Alkami. I’m Jim Marous. This exciting podcast series shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game.

Our guests are competing with the biggest players in financial services by embracing their digital vision at speed and scale.

At a time when almost all financial institutions look and act the same, it is more important than ever to create brand differentiation through innovative products, a commitment to the community, and an internal culture that impacts members and customers directly.

Founded in 1940 with a schoolteacher’s shoebox and a handwritten ledger, iQ Credit Union has never forgotten its roots, growing relationships through empathy and a commitment to financial wellness education.

My guest on the FIsionaries podcast is Jordan Lehrman, Chief Technology Officer, iQ Credit Union, a $2B asset financial institution serving the Pacific Northwest. Matt shares how making a commitment to internal culture pays member dividends that stimulates growth.

Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech

]]> 2347 How a Data-Led Culture Transforms the Customer Journey Nothing will ever beat the service you can receive in a conversation with a real human being. But, in an age where people connect through mobile devices more than ever, data and analytics can support engagement across the customer journey. Beyond risk and fraud detection, customer data and analytics can now monitor the financial health and needs of customers and members, including small business clients. My guest on the FIsionaries podcast is Matthew Teoli, VP of Digital Channels at the $1B Florida Credit Union in Gainsville Florida. Matt shares data can personalize banking services and drive member engagement for improved results. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Wed, 01 Feb 2023 22:12:00 -0000 full Evergreen Podcasts Matthew Teoli Nothing will ever beat the service you can receive in a conversation with a real human being. But, in an age where people connect through mobile devices more than ever, data and analytics can support engagement across the customer journey. Beyond risk and fraud detection, customer data and analytics can now monitor the financial health and needs of customers and members, including small business clients. My guest on the FIsionaries podcast is Matthew Teoli, VP of Digital Channels at the $1B Florida Credit Union in Gainsville Florida. Matt shares data can personalize banking services and drive member engagement for improved results. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Nothing will ever beat the service you can receive in a conversation with a real human being. But, in an age where people connect through mobile devices more than ever, data and analytics can support engagement across the customer journey.

Beyond risk and fraud detection, customer data and analytics can now monitor the financial health and needs of customers and members, including small business clients.

My guest on the FIsionaries podcast is Matthew Teoli, VP of Digital Channels at the $1B Florida Credit Union in Gainsville Florida. Matt shares data can personalize banking services and drive member engagement for improved results.

Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech

]]> 1848 The Power of Data at a Community Financial Institution Welcome to the brand new FIsionaries Podcast, sponsored by Alkami, and hosted by me, Jim Marous. This podcast series shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game. Today, most financial institutions (FIs) do not have the insights and data automation necessary to achieve a full understanding of account holders, proactively address their financial needs, and personalize their engagements. To remain competitive in a very fluid market, FIs must apply the right balance of supervised machine learning and automation to data collection, enrichment, account holder analytics, predictions, and engagement. My guests are Leeah Webb and Emily Stewart from Meritrust Credit Union and Ben Udell from Monona Bank. They share to how leverage actionable intelligence to deepen account holder understanding and transform experiences. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Wed, 01 Feb 2023 22:08:00 -0000 full Evergreen Podcasts Leeah Webb, Emily Stewart and Ben Udell Welcome to the brand new FIsionaries Podcast, sponsored by Alkami, and hosted by me, Jim Marous. This podcast series shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game. Today, most financial institutions (FIs) do not have the insights and data automation necessary to achieve a full understanding of account holders, proactively address their financial needs, and personalize their engagements. To remain competitive in a very fluid market, FIs must apply the right balance of supervised machine learning and automation to data collection, enrichment, account holder analytics, predictions, and engagement. My guests are Leeah Webb and Emily Stewart from Meritrust Credit Union and Ben Udell from Monona Bank. They share to how leverage actionable intelligence to deepen account holder understanding and transform experiences. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Welcome to the brand new FIsionaries Podcast, sponsored by Alkami, and hosted by me, Jim Marous. This podcast series shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game.

Today, most financial institutions (FIs) do not have the insights and data automation necessary to achieve a full understanding of account holders, proactively address their financial needs, and personalize their engagements.

To remain competitive in a very fluid market, FIs must apply the right balance of supervised machine learning and automation to data collection, enrichment, account holder analytics, predictions, and engagement.

My guests are Leeah Webb and Emily Stewart from Meritrust Credit Union and Ben Udell from Monona Bank. They share to how leverage actionable intelligence to deepen account holder understanding and transform experiences.

Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech

]]> 2030 Enhancing the Customer Journey with an Innovation and Transformation Culture Welcome to the FIsionaries Podcast, sponsored by Alkami. This podcast shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game. Most financial services executives say that innovation is now a prerequisite to respond quickly to market challenges and opportunities and to become future-ready. With an innovation culture, financial institutions of all sizes are in a better position as consumer behavior is changing faster than ever. Organizations with an advanced level of innovation and transformation culture are completely rethinking their business models, leveraging advanced technologies, understanding their customers and members more fully, investing in upskilling and reskilling and achieving higher rates of growth. My guests are Raphael Reznek, CTO and Samantha Pause, CMO at Mascoma Bank. We discuss how to support an enhanced customer journey with an innovation and transformation culture and how this makes banking better for customers and employees. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Wed, 01 Feb 2023 21:58:00 -0000 full Evergreen Podcasts Raphael Reznek, CTO and Samantha Pause, CMO at Mascoma Bank Welcome to the FIsionaries Podcast, sponsored by Alkami. This podcast shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game. Most financial services executives say that innovation is now a prerequisite to respond quickly to market challenges and opportunities and to become future-ready. With an innovation culture, financial institutions of all sizes are in a better position as consumer behavior is changing faster than ever. Organizations with an advanced level of innovation and transformation culture are completely rethinking their business models, leveraging advanced technologies, understanding their customers and members more fully, investing in upskilling and reskilling and achieving higher rates of growth. My guests are Raphael Reznek, CTO and Samantha Pause, CMO at Mascoma Bank. We discuss how to support an enhanced customer journey with an innovation and transformation culture and how this makes banking better for customers and employees. Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech Welcome to the FIsionaries Podcast, sponsored by Alkami. This podcast shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game.

Most financial services executives say that innovation is now a prerequisite to respond quickly to market challenges and opportunities and to become future-ready. With an innovation culture, financial institutions of all sizes are in a better position as consumer behavior is changing faster than ever.

Organizations with an advanced level of innovation and transformation culture are completely rethinking their business models, leveraging advanced technologies, understanding their customers and members more fully, investing in upskilling and reskilling and achieving higher rates of growth.

My guests are Raphael Reznek, CTO and Samantha Pause, CMO at Mascoma Bank. We discuss how to support an enhanced customer journey with an innovation and transformation culture and how this makes banking better for customers and employees.

Watch the video version of this interview on our YouTube Channel: https://youtube.com/@Alkamitech

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