Digital Banking Podcast

In this episode of the Digital Banking podcast, you'll get to hear from Trey Maust, the Co-Founder and Executive Chairman of Oregon City, Ore.-based Lewis & Clark Bank. Trey brings over 25 years of banking experience to the table, having served as CEO and Director at several leading financial institutions.  Josh DeTar, host of the Digital Banking Podcast, and Trey Maust discuss the benefi...

In this episode of the Digital Banking Podcast, host Josh DeTar and SVP/VP of Operations Tracey Miller of Pioneer Federal Credit Union discuss a wide range of hot credit union topics.  Tracey has a lot of experience in fintech and explains how important it is to be honest with both team members and external partners. Creating stable and sincere relationships can help any business to grow. If the f...

Laura Thompson is a retired SVP/CIO at the famous Orange County's Credit Union. She inherited her passion for credit unions from her family, who have been involved with credit unions for decades. For her, credit unions, or careers in general, aren't only about getting promotions and earning more money. They’re about broadening knowledge and fostering mutual respect among members and coll...

Eric Isham is a founder and CEO of OMNICOMMANDER, a company dedicated to helping credit unions grow by using well-thought-out SEO and marketing strategies. Based on his experience with credit unions, Eric claims that they do a terrible job of branding and marketing. How does that affect their overall performance and success? Eric sees marketing as an essential tool for growth. However, marketing i...

In this episode of the Digital Banking Podcast, Josh DeTar discusses the impact of digitalization on the financial industry with his guest Brenda DiMuro, Regional Sales Manager at CO-OP Financial Services. Not only do Brenda and her team at CO-OP service at least 50% of credit unions across the country, but they're also currently working to enable Zelle for them. Due to its endorsement/adopti...

In this episode of the Digital Banking podcast, Josh DeTar talks to Dennis Griesgraber, Chief Technology Officer at United Educators Credit Union. In this conversation, the two focus on the benefit of small credit unions and the importance of delivering a superior, member-centric experience to the credit union community in our technology-driven society. Dennis speaks about the role of technology i...

Gideon Taub, founder of Pinkaloo, is on a mission to democratize philanthropy. He says that while there's been a lot of innovation to help charities raise money, there hasn't necessarily been a lot of focus on how donors manage all of their giving. He also says giving has been siloed and isolated and explained why people should be more proactive in their giving. Pinkaloo seeks to change...

In this episode of the Digital Banking Podcast, Josh DeTar talks with Mark Sommer, COO at $70M ProMedica Federal Credit Union, based in Toledo, Ohio. They discuss actual a wide range of topics in the credit union environment, including the pandemic-driven society surrounded by the power of technology. How can small credit unions leverage technology to improve their services? Mark talks about the a...

In this episode of the Digital Banking podcast, you get to hear from Adrian Quince, Assistant Manager for technology at Redwood Credit Union. RCU is a trusted and community-focused credit union that offers banking services to over 300,000 members. Adrian joins our host Josh DeTar to discuss the power of technology in helping their members achieve their financial goals. What's one of the most...

In this episode of Digital Banking Podcast, Josh DeTar features a conversation with guest - Merle van den Akker. Merle is a Behavioural Science Ph. D. student at the Warwick Business School in England. Merle’s motto is “You are never done learning” and she backs this up as a host the Questioning Behaviour podcast and as a blog writer at Money On The Mind.  Merle’s inspiration for all of her work a...

Tim VanTassel, a VP of analytics software organization FICO, has rich experience in consulting, financial services, and banking. He’s interested in data and applied analytics, which he finds incredibly important in delivering convenient member experience, especially when it comes to credit unions. In the latest episode of Digital Banking Podcast, he introduces the concept of FICO score, which is a...

In this episode of the Digital Banking Podcast, you’ll hear from John San Filippo, the co-founder of Finopotamus. Finopotamus is a digital magazine for credit unions providing the latest fintech news from the industry. John has been in the credit union industry for over 30 years and has fulfilled a range of roles in different organizations. As a proud co-founder of a credit union blog, John now de...

Collin Campbell is one of the brightest minds when it comes to implementing strategic initiatives focused on Credit Unions, and he has some interesting points of view that are going to shift the way you see the overall member experience.  When Collin started his career, it was in digital. Over the years he has found his place in the finance industry where he works as a strategic advisor for credit...

In this episode of Digital Banking Podcast, Josh DeTar discusses the development of payment technologies with his guest Mickey Goldwasser, VP of Marketing and Chief of Staff at Payrailz. Having been in the industry since he got out of college, he calls himself a lifelong FinTech. He selflessly shares with us his helpful insights on how to embrace technology and explore artificial intelligence.   M...

Sahil Pankhaniya and Christian Trummer are two names that you should remember beyond doubt, if you haven't done it already, because of some incredible things that these guys are working on. They're both seniors at the George Washington University , and this is precisely where they first started thinking about Credit Union Initiative .  When Sahil first started his studies at the George W...

Is it possible to be pandemic-ready before one occurs? It was for Numerica Credit Union.  Based in Spokane Valley, Washington, Numerica’s members-first operations had technological solutions in place to build on to better navigate COVID-19’s curveballs — that way, its 150,000 members could worry about one less thing.  “Everything we do is all focused on enhancing our member’s lives, helping them f...

Business Data Incorporated (BDI) customer relationship and sales expert, Brian Orta , discusses credit union (CU) industry learnings from the industry's adaptations and needs exposed during the 2020 coronavirus. Orta talks with Digital Banking Podcast Host, Josh DeTar about the unique challenges and opportunities the COVID-19 pandemic has generated for Credit Unions (CUs) to innovate methods...

Podcast guest Mike Tierney discusses with host Josh DeTar the contrasts between current and former conventional U.S. American financial institution service offerings and personal finance management practices compared with those in other cultures, such as in the Netherlands. Tierney, participating in the interview via international telecom, discusses current and future creative concepts for the dev...

Chances are, you’ve heard of Star One Credit Union. It’s one of Silicon Valley’s largest member-owned financial institutions. And because it’s surrounded by the Facebooks, Googles and Apples of this world, it has more than $10 billion in assets with less than 115,000 members. ( Psstt… That’s pretty impressive.) It also has a 90% retention rate, thanks to its efforts to serve its members. ( Psstt…...

You might not immediately associate credit unions with fintech startups, but this intersection is Austin Wentzlaff’s passion — so much so he started his own business. As the founder of FinTech Accelerator, Austin works with early-stage startups that provide tech solutions for credit unions. For instance, he’s working with a company called Illuma Labs, a voice-authentication solution built for cred...

The abrupt cancellation of in-person industry gatherings has resulted in “a year of lost connections,” says Natasha Chilingerian, Credit Union Times’ Executive Editor. A self-proclaimed grammar nerd who deals with words daily, Natasha has managed the news site’s print magazine and website content for the past five years. Even though she’s worked remotely for seven years, there are plenty of new le...

Of the many important lessons the COVID-19 pandemic has taught us, don’t overlook this one: Digital marketing and communication strategies are key for any business, even those in the financial services industry. On this episode of the Digital Banking podcast, Prisma Campaign’s Chief Revenue Officer Ianai Urwicz discusses how critical it is for financial institutions to keep up with the ever-evolvi...

Credit unions are uniquely able to create intimate relationships with members, especially in rural towns where access to critical resources is limited.  A passionate advocate and CEO of CUProdigy, Amber Harsin understands that better than most. She’s committed much of her career to credit unions — she credits working in branch after high school with providing unique opportunities to discover her f...

As the digital space rapidly evolves, can credit unions access technology providers to fortify the journey forward?  In the premiere episode of the Digital Banking podcast, host and Tyfone ’s VP of Sales and Marketing Josh DeTar welcomes Mitch Rosenbaum and Lisa Mixon from the Credit Union of Colorado. As the credit union's Director of Project Management, Lisa has enjoyed learning everything...