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60% of CUSO's are Insurance based and almost all of them have the same thing in common:  They are barely scratching the surface of their potential!  President of Insurance Strategies with Daggett Enterprises, Melanie Munsey, takes us "padawan's" to school on the ways of the Insurance Force and explains how CU's are being treated like "second class citizens" when it comes to many of their current p...

The impact of an FI serving its community— truly serving its community—cannot be understated, and there's no better example of this than Tongass Federal Credit Union.  We were honored to sit down for a chat with Helen Mickel, CEO of Tongass FCU and one of our 2021 Right On The Money (ROTM) winners, to talk about playing big and serving community as a small CU—this week on CRMNEXT's Banking on Expe...

The student loan situation is… well, it's caused some heartache and stress. Let's just put it that way.  But there are those out there who are determined to bring solutions and to help FIs offer those solutions to their customers and members.  And we got to sit down with one such remarkable individual this week. Bobby Matson, Founder and CEO of Payitoff joins us—on CRMNEXT's Banking on Experience...

Wise FIs know that both brand and PR play essential roles in the success of their organization. And the brilliant ones know just how well the two work together.  We're lucky to feature one such organization this week. Jennifer Reed, Vice President of Public Relations at Sound Credit Union joins us to talk all about it—on CRMNEXT's Banking on Experience podcast.  Topics we cover include: Sound CU's...

Have you ever been afraid to take out a loan? Have you ever put experience ahead of price? Yeah, us too. It all comes back to that human element that drives everything, including the relationship between FIs and the people they serve. And we got to sit down for a chat with a true expert on the subject.  Miriam Ackerman, Chief Strategy Officer at DNT BLNK and Co-Founder of NetGiver (NACUSO's 2020 B...

Trust. It's the foundation of—well—pretty much everything when it comes to relationships, including those between an FI and its members or customers.   We were thrilled to sit down and learn from one of the world's greatest experts on creating high trust in a high-tech world. Todd Duncan is a Best-Selling Author, a Sales Entrepreneur with 5 million clients world-wide, and our honored guest this we...

Ah the holy trifecta of the credit union world: Leagues, CUs, and CUSOs… To have been a part of all three—and succeeded beautifully in each one—is impressive. It also means you have some seriously stellar insight to offer.  Lucky for us—and more especially, for our listeners—we got to pick the brain of one such expert. LeAnne Case, Senior VP of Marketing and Communications at The Servion Group, si...

Do you find the world of trading a touch intimidating? Enthralling? Completely foreign but still a little fascinating? If capital investment piques your interest at all—and perhaps it should—this is the Banking on Experience podcast episode for you!  We're joined this week by Dan Raju—CEO of Tradier, Market Expert, and Serial Entrepreneur—to talk about people focusing more on doing capital investm...

Innovation. It's a make-it-or-break-it requirement for ANY company, and financial institutions are no exception.  So, we were thrilled to sit down with an expert on this very subject—to see how FIs can best create innovation in their organizations. Marwan Forzley, CEO at Veem offers top tips—and a whole lot of brilliant insight—this week on CRMNEXT's Banking on Experience podcast. Topics we cover...

Don't you hate having to wrap up a conversation mid-sentence, when there's still SO much more to say and learn? Lucky for us—and most especially for our listeners—we have a solution: Invite guests back to continue the chat!  That's precisely what we did this week. Tom Millon, CEO of US Loan Services at Computershare and Jeff Johnson, COO at Computershare Loan Services return to talk customer servi...

Anyone who's a part of the credit union world knows it's a close-knit community, very much like a family.  But what happens when an actual mother and daughter commit themselves—heart and soul—to the CU mission and movement? In the case of Susan Mitchell, (CEO of Mitchell, Stankovic & Associates) and her daughter, Brandi Stankovic (COO of CU Solutions Group)… it's a whole lot of amazing.  We were t...

Capitalism… It's a buzz word, that's for sure. And when it comes to the idea of rethinking it, not everyone's on the same page.  But Hazelmae Overturf, Product Owner of Employee Experience at BECU has some fresh thoughts on the subject—particularly around how it affects the credit union world and its members—and she graciously agreed to share them, this week on CRMNEXT's Banking on Experience podc...

Break out the fireworks! This week is a big one for CRMNEXT's Banking on Experience podcast, as we are celebrating our—drum roll please—100th Episode!  So, it only makes sense to feature a truly extraordinary guest in honor of the occasion. Anne Legg, Founder of THRIVE Strategic Services and Author of Big Data/Big Climb returns to the show to talk all about how data can help create "goosebump mome...

Let's talk digital experience. Specifically—why is it so essential for the success of your financial institution? We've all got a general idea on how to answer that, but perhaps the details are a tiny bit fuzzy. That's where Jeff Keltner comes in. As Senior VP of Business Development at Upstart, he offers a lot of fantastic insight into the how/what/why behind the right kind of digital transformat...

Culture. It's a word we throw around a lot but creating precisely the kind that cultivates ALL the good stuff at your CU? That's not an easy task.  Luckily, we got to sit down with an expert on the subject. Ali Migaki, Chief Retail Officer at iQ Credit Union helped to build a world-class sales culture there. And she shares top tips—this week on CRMNEXT's Banking on Experience.  Topics we covered i...

We talked with the Queen. The CU "Queen of Innovation," that is. And she had some pretty spectacular advice for credit unions across the land. Anne Legg joins us this month on CU Changemakers: Women On Work (WOW) to chat all things CU (and then some). Hosted by CRMNEXT's Banking on Experience, this podcast series celebrates extraordinary women in the credit union world—and it doesn't get more extr...

I believe the children are our future…Great song. True statement.  Reaching that younger K-12 audience is, in fact the key to securing the future of the credit union movement. And making sure that your CU is driving positive change around DEI is paramount. We know this, but… it can still seem a little daunting.  So, where do you start? Glad you asked!  Lisa Koenecke (she/her), Certified Diversity...

What do you do when you run into a brilliant, self-proclaimed "data geek" whose company is committed to helping CUs? You interview him! And you share some of that brilliance with your listeners.  That's precisely what CRMNEXT's Joshua Barclay did at the most recent NACUSO event.  Jamie Jackson, CEO at Arkatechture graciously agreed to sit down for a chat, and he shares some fantastic insights arou...

Ya gotta' love connections made at conferences. And CRMNEXT's own Joshua Barclay made a pretty spectacular one at the NACUSO event this past year.  Dan Daggett, President at Daggett Enterprises USA, LLC has been in the CU Industry since 1993, and he has a wealth of wisdom to offer. Lucky for us, he graciously agreed to sit down and share some of that hard-earned wisdom—this week on CRMNEXT's Banki...

CU Changemakers: WOW (Women On Work) is thrilled to welcome to the podcast a true pioneer in the credit union movement. She has made - and continues to make - massive, positive changes in her community, in the CU space as a whole, and in the lives of those fortunate enough to know and work alongside her. Welcome Kim Daigle, President & CEO of the Insurance Trust in Westbrook, Maine!  Topics we cov...

If greater innovation is a goal at your CU, member service is no doubt the first place you're aiming to tackle. But it can be tricky…The world's changing every day, and people expect more. Period. So, where do you start?  Glad you asked, because – as it happens – I sat down with an expert on this very subject.  Cori Poland, Chief Experience Officer at Rivermark Community Credit Union offers top ti...

Feeling charged up and ready to keep resolutions in 2022? If you're anything like us, service sits at the top of that list. And when it comes to your credit union, the importance of member service in today's changing world simply cannot be overstated.  I got to sit down with Cheryl Purrington, Senior VP of Sales and Service at ACFCU for some of her fantastic perspective around this vital subject—t...

Ah the limitless power of networking. We all want to access it more effectively, but the goal can be daunting.  Luckily, I got to sit down and chat with an expert on the subject. Sara Freeman, VP of Business Development at Truity CU shares some fantastic insight around how you and your credit union can turn networking into a community building exercise—this week on CRMNEXT's Banking on Experience....

No doubt about it. The CU Space is filled with spectacular people whose stories are too often untold – particularly those of the MANY women in the industry who are driving the kind of change needed in the communities they're an integral part of. And that, my friends, is precisely why CU Changemakers: Women On Work (WOW) was created. Sponsored by CRMNEXT's Banking on Experience, this podcast launch...

We couldn't be more thrilled about what episode 88 entails!  This month, a new podcast series called CU Change Makers makes its debut, sponsored by CRMNEXT's Banking on Experience. And co-hosting this exciting new collaboration is Stephanie Smith, Executive Director of America's Credit Union Museum.  Stephanie joins us to share more about the Museum's past, present, and future and to offer just a...