Allied Solutions

The Allied Angle

Business EN ↓ 53 episodes

From digital transformation to compliance (and more), get an inside look at the latest market trends and industry insights to help your financial institution grow its revenue, protect its business and customers and evolve to stay ahead of the competition.

Be sure to visit the podcast's website and support the creator: alliedsolutions.podbean.com

Author

Allied Solutions

Episodes

Unraveling CPI: Safeguarding Assets & Understanding Risks 05.06.2023 21:21

Allied’s Senior Vice President, Client Experience and Risk Management Services Anne Holtzman joins the podcast to talk about why CPI is such a hot topic. Anne covers what she’s been seeing in 2023, the effects of a booming used car market, challenges FIs are facing, and her predictions for the backend of the year. In this episode... [0:26] Meet Anne Holtzman [3:46] Why CPI, why is this such an i...

The Lowdown on Alternative Deposit Solutions 30.03.2023 20:24

The need for deposit solutions is on the rise. Allied Solutions' Charlie Peterson breaks down traditional and non-traditional solutions to help Credit Unions navigate turbulent economic times. In this episode... [0:28] Meet Charlie Peterson [1:51] Liquidity Crisis -- why so much “hype” around it? [3:22] Organic lending is starting to come back, and people are getting nervous because... [4:00] 75%...

Top 2023 Trends for Financial Institutions 30.01.2023 21:49

Today, we’re recapping the top stories from 2022 with Allied Solutions’ Senior Vice President and Chief Growth Officer, Mark Bugalski, as well as outlining Top Trends for 2023. In this episode… [0:51] Meet Mark Bugalski [2:08] A lot happened in 2022 [2:35] Preparing for a liquidity crisis [3:55] There’s good news and bad news when it comes to balancing a portfolio in a liquidity crisis. [5:21...