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Looking to lend more efficiently at your FI? (Does a bear poop in the woods?) We've got you covered! Brian Geary, President of Linear Financial Technologies is an expert in this area, and he joins me to share top tips—this week on CRMNEXT's Banking on Experience.  Topics we covered include: -       Reviving the SMB Economy through lending: how your FI can help -       The effect work from home has...

You've got brand. You've got customer and member experience. But are you focusing enough on the link between the two?  We're talking bridges here, folks. And joining me to offer his expert advice on what steps financial institutions can take is Co-Founder and President of InnerView Group, Chris Wallace—this week on CRMNEXT's Banking on Experience.  Topics we covered include:  Biggest misconception...

Hear that? Yep, it's 2022 knocking at the door. And, if you're brainstorming how to make this the best year yet for your credit union and its members, we've got some expert advice I think you'll appreciate.  Jordan Beyer, Founder at Organizational Health Solutions, LLC and Grassroots Advocacy Manager for NWCUA is passionate about the CU space and its future.  He sits down with our own Joshua Barcl...

When you get a chance to chat with the CUSO Guru, you grab it! And that's just what CRMNEXT's own Joshua Barclay did at NACUSO's 2021 Conference.  Lucky for our Banking on Experience listeners, he recorded the conversation to share with you!  Guy Messick (the CUSO Guru) has been in the CU Industry for over 35 years. He is currently the CEO of NACUSO Business Services, Inc., and we're thrilled he w...

Let's be honest – GRC (Governance, Risk Management, and Compliance) gets a bad rap. Your credit union team members don't break for lunch and say, "Hey! Let's play GRC bingo!" But…maybe they should.  Ok, that's a stretch.  But the truth is, this topic is massively important when it comes to your financial institution. And no one can offer better insights around it than Amanda Cohen, Director of GRC...

Feeling hunted? Not an ideal place for a credit union to find itself, but – for many CUs today – them's the hard facts, folks.  So how can your credit union avoid mergers and acquisitions? And why should you want to? To answer these questions (and many more), I'm joined by CEO of CU Sol, Jonathan Taylor – this week on CRMNEXT's Banking on Experience.  Topics we covered include: The whats and whys...

Ready, set, LEAD!  For many, their induction into a leadership role is akin to a polar bear plunge – jump in and hope you don't drown (while smiling for the camera.) Others enjoy the advantage of mentors to guide them more gently into the deep end.  But one thing's true across the board: Becoming the kind of leader that financial institutions need in this ever-changing world isn't easy. That's whe...

This week we put our sole focus on Financial Inclusion Week. An entire week dedicated to just that. Previous episodes from Michael Murdoch, Denise Wymore, Seth Brickman, Whitney Anderson-Harrell, Dan Marquez, and so many more. Language barriers Serving a younger generation Serving an older generation Financial Education Tackling DEI Serving the underserved communities Providing financial opportuni...

It's a pretty indisputable fact that CUInsight has found a home at the heart of the credit union community.  And this week on CRMNEXT's Banking on Experience , we're honored to have CUInsight Co-Founder, Randall Smith join us to share the story of this fantastic organization.  Topics we covered include: How CUInsight came to be Love at first click? How they gained adoption so quickly  Lessons from...

Are you speaking the love language of your members?  As credit unions, you're not serving numbers. You're serving people.  And people? Well, they tend to have a whole lot of individual preferences. Meeting the needs of members on their time and in their place can make ALL the difference for your financial institution. Joining me this week on CRMNEXT's Banking on Experience is a true expert on the...

Be honest – do DEI discussions make you nervous?  You're not alone. As it happens, there's a lot of fear around these topics. The real question is: what are you going to do about it?  May I humbly suggest you tune in this week to CRMNEXT's Banking on Experience, as DEI advocate Dan Marquez (they/them), also known as Madam Nymphadora, share some incredible insight into how you and your financial in...

Hope you're well… We say it without thinking. But as leaders, it's our responsibility to make sure those words carry real weight – for ourselves and our employees.  And this week, Banking on Experience teams up with The Strategic Hotbox podcast and its fantastic host, Dr. Brandi Stankovic (COO and Chief Strategy Officer of CU Solutions Group) for a takeover episode that puts mental health front an...

We can see into the future.  Ok, not really.  But Tom Millon, CEO of Computershare Loan Services (CLS) has a pretty good idea of what we can expect when it comes to the future of mortgage and lending. (Hint: It has a lot to do with improving the tech gap that still exists there.)  And he joins me this week on CRMNEXT's Banking on Experience to offer valuable insight on the subject.  Topics we cove...

"Come together right now...." Credit unions all over are discovering the rockin' power of more effective collaboration. And there's perhaps none more passionate about that concept than Benjamin Hering, Director of Engagement at Minnesota Credit Union Network and a previous Filene i3 participant.  He sat down with me this week on CRMNEXT's Banking on Experience to discuss.  Topics we covered includ...

The world is a'changin' at a pace that's given most of us chronic whiplash. – And when it comes to your credit union's member experience, adapting quickly to meet today's needs can feel a touch daunting.  Not to worry- Lauren Culp, Publisher & CEO of CUInsight (and "Right on the Money" Judge for the 2nd year in a row) is an expert in this area. And she sat down with me this week to share top tips,...

I double-dog dare you…to implement a culture that actually delivers. Diving into that realm does require chutzpah – from a leader who's willing to go where others don't. Lucky for our listeners, I got to sit down with one such leader this week on CRMNEXT's Banking on Experience .  Sundie Seefried is CEO and President at Safe Harbor Financial (and former CEO at Partner Colorado CU), and she offers...

Let's just get it out there: Not all credit unions are created equal. BUT every one of them (from the smallest to the largest) has the potential to be fully "flawsome," and that's the truth. Nanci Wilson of University FCU defines this fantastic word – and offers top tips on creating a better, more empathetic culture at your credit union – this week on CRMNEXT's Banking on Experience.  Topics we co...

Happy hours and short-term lending… It may seem an unlikely pairing. But Juan Fernández Ceballos, President and CEO of the Credit Union Association of New Mexico and the host and creator of the "Unscripted Happy Hour" joins us this week on CRMNEXT's Banking on Experience to discuss both. And it makes for a well-mixed conversation cocktail.  Topics we covered include: Why Juan created the "Unscript...

Givers of hope. – Sounds epic, right? But it's precisely what financial institutions have the potential to be IF their top priorities are to listen, educate, and include.  Joining me on CRMNEXT's Banking on Experience to discuss financial education and DEI in today's changing world is Andrea Finley- a true rock star in her field.  No really…she was 2020's CU Rockstar for her work in financial educ...

You don't get to take it with you… You've heard that before. But discussions around death- and preparing for it financially- are still strangely taboo for a lot of people. This week on CRMNEXT's Banking on Experience, I'm joined by an expert on preserving your assets and possessions. Kenneth Kelly is Chairman & CEO of First Independence Bank (among many other impressive titles) and author of the n...

Do as I say, not as I do. It's never been an effective policy, and it never will be. That the command-and-control leadership style held reign so long in the financial services industry is surprising, but one thing is crystal clear now: it's officially worn out its welcome. Michelle Peterson, Chief Member Experience Officer at A+ Federal Credit Union joins me this week on CRMNEXT's Banking on Exper...

When it comes to connection these days, most people are like porcupines. We've been hurt. We're hypersensitive right now. And- if financial institutions are to thrive in this prickly, digital world- it's essential to put humanity at the helm. Joining me this week on CRMNEXT's Banking on Experience is the king of culture himself, Ricardo Gonzalez. – Ricardo is the Founder and CEO of Bilingual Ameri...

Nurture ( verb ): to care for and encourage the growth or development of. Sounds like something all good financial institutions should want to do for their customers and members, right? So, what's the best way to go about actually doing it? Ryan Zilker (CMO at Sound Credit Union) has some ideas. He joins us this week on CRMNEXT's Banking on Experience to share his top tips for leveraging omni-chan...

Figital. It's one of the latest, greatest buzz words out there. And it seems the definition is a bit…well…fluid. So, how does "figital" apply to banks and credit unions? Glad you asked! Jamie Cosgrove- Head of Financial Services at Podium joins us this week on CRMNEXT's Banking on Experience for an open dialogue on every FI's favorite new word. Topics we covered include: Defining Figital + why Jam...

The Underserved. The Unbanked. These populations deserve access to the services banks and credit unions provide, and- for our communities to be truly successful- FIs need to step up. Joining me this week on CRMNEXT's Banking on Experience is Whitney Anderson-Harrell, Chief Community Development Officer at MSUFCU & President of the Desk Drawer Fund. And she offers a wealth of knowledge on this subj...