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FIsionaries

Business & Economics 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.

Location:

United States

Description:

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.

Language:

English


Episodes
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The Power of Member-Driven Innovation at Apple FCU

7/11/2024
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.

Duration:00:43:22

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Building a Digital-First Bank to Serve the Needs of Underserved Communities

5/15/2024
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.

Duration:00:22:44

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How to Leverage Advanced Developer Tools to Drive Growth

5/13/2024
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.

Duration:00:37:07

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Leveraging Data to Enhance the Customer Experience

5/8/2024
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.

Duration:00:35:19

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Becoming a Leader in the Commercial Banking Marketplace

5/6/2024
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.

Duration:00:21:48

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A Credit Union's Journey to a Modern Core System

5/1/2024
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.

Duration:00:34:58

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Combining Data, Modern Technology and a Strong Mission to Innovate & Grow

3/20/2024
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.

Duration:00:40:08

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Air Force FCU’s Digital Transformation Flies High

2/21/2024
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.

Duration:00:42:37

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Leading with AI, Technology, Insight and Empathy

11/15/2023
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.

Duration:00:47:25

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Leveraging The Scalability of Modern Technology

11/1/2023
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.

Duration:00:32:23

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Being the ‘Best’ Starts with People and Culture

10/18/2023
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.

Duration:00:36:47

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Veridian Drives Innovation with Early FedNow Adoption

10/4/2023
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.

Duration:00:36:08

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Trailblazing Excellence: The Corning Credit Union's Success Story

8/29/2023
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.

Duration:00:37:10

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The Compelling Case for Investing in Fintechs

8/8/2023
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.

Duration:00:38:51

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Achieving Market Leading Growth During Challenging Times

7/26/2023
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.

Duration:00:44:18

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Supporting Underserved Communities with Multilingual Solutions

7/12/2023
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.

Duration:00:31:50

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The Power of Core Values at a Community Financial Institution

6/28/2023
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.

Duration:00:40:39

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Innovating by Creating Better Customer and Employee Experiences

6/21/2023
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.

Duration:00:29:20

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Innovation Beyond Geographic Borders

5/3/2023
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.

Duration:00:40:26

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Premier Bank: Transformation Begins and Ends with a Digital Culture

3/13/2023
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.

Duration:00:32:22