Episoder
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“We help credit unions find solutions to their challenges.” - Barb Lowman
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb is a return guest to the podcast and shares a brief overview of her previous episode. CSS connects credit unions and leagues to the industry's top solution providers. The team at CSS understands the issues credit unions face, finds solutions to solve those problems, and distributes those solutions to credit unions of all sizes.
During our conversation, Barb and I chat about the value CSS provides in connecting, collaborating, and providing solutions for the credit union system. She talks about CSS’ new webinar series, Safeguarding Your Credit Union’s Future, and shares how it was designed based on the needs and feedback of executives in the industry. Barb shares the passion and commitment of the CSS team to help credit unions thrive and better serve their members. As we look to the future, Barb shares their plan to rebrand and reimagine their strategy to continue serving the credit union industry.
As we wrap up the episode, Barb talks about an upcoming trip she is excited about, a book she recommends, and the importance of being intentional and spreading kindness.
Find the full show notes on cuinsight.com.
Connect with Barb:
Barb Lowman, President at CUNA Strategic Services
[email protected]
cunastrategicservices.com
Barb: LinkedIn
CSS: LinkedIn -
“We’re focused on how we can impact, influence and support credit unions.”- Libby Calderone
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guests on today’s show are Libby Calderone, President & COO at Envisant and Tom Kane, President & CEO at Illinois Credit Union League. Libby and Tom share their career journeys that led them to their current roles. Envisant, a subsidiary of the Illinois Credit Union League, provides exceptional pricing and functionality in the card space by aggregating credit unions of diverse sizes. Envisant helps credit unions find solutions and achieve their vision through experience and expertise.
During our conversation, we discuss all that Envisant has achieved to earn CUSO Of The Year, awarded by NACUSO and what that means to Libby and Tom as we look to the future. Libby talks about Envisant’s partnership with Curql Collective, providing opportunity for credit unions with assets above $100 million to jointly invest in transformative technology to remain competitive and relevant. Tom announces an upcoming transition in leadership at the Illinois Credit Union League and Libby shares excitement in what’s to come. Listen as Libby and Tom talk about their dedication to the movement in helping credit unions grow, thrive, and prepare for the future.
As we wrap up the episode, Libby and Tom share great leaders in their life, what they are splurging on these days when it comes to travel and home renovations, along with how to balance work and home life. Enjoy my conversation with Libby and Tom!
Find the full show notes on cuinsight.com.
Connect with Libby:
Libby Calderone, President & COO at Envisant
www.envisant.com
Libby: LinkedIn
Envisant: LinkedIn | Facebook | X
Connect with Tom:
Tom Kane, President & CEO of Illinois Credit Union League
www.icul.com
Tom: LinkedIn
Illinois Credit Union League: LinkedIn | Facebook | Instagram | X -
Manglende episoder?
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“We help credit union members overcome the financial challenges faced when paying for college.” - Jim Holt
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Jim Holt, Chief Development Officer at Student Choice. Jim shares his career journey that led him to his current role. Student Choice works with credit unions to deliver innovative financing solutions that help members responsibly overcome the challenges of higher education affordability.
During our conversation, Jim shares how private student lending can benefit credit unions and their members. He explains the importance of engaging and retaining younger members and how credit unions can do so by offering student loans. Jim shares the opportunities for cross-selling and strengthening member relationships throughout the lifecycle of a private student loan. He discusses the value in offering nontraditional student loans for vocational schools and even pilot training. Listen as Jim talks about the many opportunities for credit unions to provide future-focused funding.
As we wrap up the episode, Jim talks about a mentor who helped him early in his career, a bar built by him and his wife, and a tip to attending concerts, but purchasing tickets the day of so they’re less expensive. Enjoy my conversation with Jim Holt!
Find the full show notes on cuinsight.com.
Connect with Jim:
Jim Holt, Chief Development Officer at Student Choice
creditunions.studentchoice.org
Jim: LinkedIn
Student Choice: LinkedIn | Instagram | Facebook | X -
“We are truly helping the underserved.” - Lorrie Wohlfeil
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc. Lorrie shares her career journey that is deeply rooted in the credit union industry and influenced by her father, Rex Johnson. Lending Solutions Consulting, Inc. provides comprehensive training and on-site consulting to address and overcome the challenges credit unions face.
During our conversation, Lorrie shares the foundational principles that drive Lending Solutions Consulting, Inc. to serve their members with empathy and expertise. She explains how education and understanding can transform financial outcomes for members. Lorrie shares their unique approach of blending classroom education with hands-on experience, where consultants step into the shoes of credit union staff to ensure the practical application of knowledge. Listen as Lorrie talks about empowering credit union teams to educate, serve, and support members through each stage of their lives.
As we wrap up the episode, Lorrie talks about her admiration for her father, traveling with her family, and work-life balance tips. Enjoy my conversation with Lorrie Wohlfeil!
Find the full show notes on cuinsight.com.
Connect with Lorrie:
Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc.
rexcuadvice.com
Lorrie: LinkedIn
Lending Solutions Consulting, Inc: LinkedIn | Instagram | Facebook | X -
“Everything rises and falls on leadership.” - Bill Partin
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bet. Bill shares his career journey in financial services that led him to his current role. His passion for credit unions and leadership led him to building The Leadership Bet. The Leadership Bet helps credit union teams become their best by developing leaders, driving results, and creating an energizing people-first culture.
During our conversation, Bill shares the importance of leadership development and the positive impact it has on individuals, teams, and overall workplace culture. He talks about setting an intentional process where team members feel valued, and how these strategic goals ripple throughout the organization. Bill explains the significance in aligning your strategic plan and culture plan to deepen relationships and grow. Listen as Bill talks about developing leadership that is abundant and purpose-driven.
As we wrap up the episode, Bill talks about visiting his hometown, books he enjoys and highly recommends, and journaling to keep a healthy work-life balance. Enjoy my conversation with Bill Partin!
Find the full show notes on cuinsight.com.
Connect with Bill:
Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bet
[email protected]
theleadershipbet.com
Bill: LinkedIn
The Leadership Bet: LinkedIn -
“Our goal is to empower the Latinx community in the credit union industry.” - Barbara Mojica
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Barbara Mojica, Executive Director at NLCUP (National Association of Latino Credit Unions & Professionals). Barbara shares the journey that led her to her current role at NLCUP and how crashing the GAC ignited her credit union spark. NLCUP is dedicated to increasing professional development opportunities and providing services and financial education to the Hispanic/Latino community.
During our conversation, Barbara explains ways credit unions can support the Hispanic/Latino community and empower Latinx professionals in the industry. She talks about strategically placing leaders for better representation of diverse communities. Barbara shares the challenges women of color face and how the credit union industry can better support them. Listen as Barbara talks about helping credit unions connect, serve, and empower the Latinx community.
As we wrap up the episode, Barbara talks about admiring her mom, treating herself to spa days, and visiting Puerto Rico. Enjoy my conversation with Barbara Mojica!
Find the full show notes on cuinsight.com.
Connect with Barbara:
Barbara Mojica, Executive Director at NLCUP
[email protected]
nlcup.org
Barbara: LinkedIn
NLCUP: LinkedIn | Facebook | Instagram -
“Challenge yourself to be great.” - Kurt Klassen
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Kurt Klassen, Executive Vice President at LEVEL5. Kurt shares his career journey that led him to his current role. The team at LEVEL 5 allows credit unions to think ahead, plan well, build smart, and grow. Kurt encourages listeners to embrace a bold vision and believes that every credit union team can reach its potential. LEVEL5 helps credit unions minimize risk while amplifying growth through branch development and redesign.
During our conversation, Kurt discusses how credit unions can develop a branch strategy. He shares insights about understanding your markets and evaluating your unique service delivery. Listen as Kurt talks about customizing your branch design and building an effective strategy to increase performance and opportunities for your credit union.
As we wrap up the episode, Kurt shares memories about being inspired by servant leadership, loving time near water, and visiting his favorite city in CA. Enjoy my conversation with Kurt Klassen!
Find the full show notes on cuinsight.com.
Connect with Kurt:
Kurt Klassen, Executive Vice President at LEVEL5
[email protected]
level5.com
Kurt: LinkedIn
LEVEL5: LinkedIn | Youtube -
“When we prioritize mental health, we create stronger, healthier, more compassionate industries for everyone.” - Robbie Young
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Robbie Young, VP of Strategic Growth at CUInsight. Robbie is a Certified Credit Union Development Educator (CUDE), mental health advocate, and our unending source of fun facts about the world. She sees CUInsight as a central source to keep credit union professionals inspired, connected, and informed.
During our conversation, Robbie discusses the importance of mental health advocacy and shares resources. She talks about the direct and indirect influence mental health has on professionals in the industry. Robbie explains the importance of taking care of ourselves first, so we can properly care for our members and teams. She shares her experience and the benefits gained from the Credit Union Development Education (DE Program) and looks forward to returning as a mentor this year. Listen as Robbie talks about what you can do to support the mental health of yourself and others.
As we wrap up the episode, Robbie shares some of her famous fun facts, talks about downloading productivity apps, and shares her latest book recommendation. Enjoy my conversation with Robbie Young!
Find the full show notes on cuinsight.com.
Connect with Robbie:
Robbie Young, VP of Strategic Growth at CUInsight
[email protected]
cuinsight.com
Robbie: LinkedIn
CUInsight: LinkedIn | Instagram | Facebook | Youtube | X -
“Remove the fear and start asking the right questions.” - Bo McDonald
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co. The team at Your Marketing Co. seeks to empower credit union teams through strategic marketing, planning, and branding. Bo emphasizes the team’s mission to help credit unions avoid unnecessary mergers and thrive by engaging, educating, and retaining the next generation of members.
During our conversation, Bo discusses how credit unions can be curious about risks to tackle the fear of change. He talks about evaluating data and developing an appetite for risk as an organization to stay on top of trends and technology. Your Marketing Co. works with credit unions large and small to make a unique difference. Listen as Bo talks about approaches to remain relevant, and attract and retain members now and in the future.
As we wrap up the episode, Bo talks about wanting to be a better pasta maker, giving a shout-out to risk-healthy credit unions, and sharing his latest book recommendation. Enjoy my conversation with Bo McDonald!
Find the full show notes on cuinsight.com.
Connect with Bo:
Bo McDonald, Founder, President, and CEO at Your Marketing Co.
[email protected]
yourmarketing.co
Bo: LinkedIn | X
Your Marketing Co.: LinkedIn | Instagram | Facebook | X
Podcast: Accidental Leadership -
“People want to do business with organizations that are motivated by their ‘why’.” - Dave Drouin
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guests on today’s show are Katie Stone, CEO & Co-owner at PixelSpoke, and Dave Drouin President & Co-owner at PixelSpoke. As an empowering B Corp, PixelSpoke promotes a cooperative economy by elevating the digital presence of credit unions. The team prides themselves on being true partners and creating beautiful, easy-to-use, award-winning websites.
During our conversation, Katie and Dave discuss what makes a true collaboration. They talk about PixelSpoke’s core values as they pertain to decision-making and success. Katie and Dave share the value of cooperative principles, specifically, “cooperation among cooperatives” and how credit unions can amplify this competitive advantage within the market. Listen as Katie and Dave talk about elevating vendor relationships into a true partnership.
As we wrap up the episode, Katie and Dave talk about the amazing team at PixelSpoke, DIY projects, and book recommendations, and having fun while traveling. Enjoy my conversation with Katie and Dave!
Find the full show notes on cuinsight.com.
Connect with Katie:
Katie Stone CEO & Co-owner at PixelSpoke
[email protected]
pixelspoke.coop
Katie: LinkedIn
PixelSpoke: LinkedIn | Instagram | Facebook | XConnect with Dave:
Dave Drouin President & Co-owner at Pixel Spoke
[email protected]
pixelspoke.coop
Dave: LinkedIn -
“We want to help people see their potential and expand the ability to look ahead.” - Deedee Myers
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Deedee Myers, CEO at DDJ Myers. Deedee shares her career journey to founding and running DDJ Myers. She focuses on bringing out the passion and potential in individuals to enhance the organization. DDJ Myers is committed to working with leaders and organizations to develop professional practices and philosophies that sustain gains over the long term in a complex and ever-evolving marketplace.
During our conversation, Deedee discusses the masterful execution of advancing leadership. She explains finding alignment in organizations and onboarding for leaders. Deedee talks about the topic of burnout, and how to successfully combat it. Listen as Deedee talks about strategies to improve the transition of leadership.
As we wrap up the episode, Deedee shares a story about her dad, her love of off-grid adventures, and her tech habit that came from a Mother’s Day gift. Enjoy my conversation with Deedee Myers!
Find the full show notes on cuinsight.com.
Connect with Deedee:
Deedee Myers, CEO at DDJ Myers
[email protected]
ddjmyers.com
Deedee: LinkedIn
DDJ Myers: LinkedIn | Twitter -
“We can automate and give credit unions the right tools to grow efficiently.” - Philip Paul
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Philip Paul, CEO & Founder at Cotribute. Philip shares what inspired him to address business concerns through technology. Cotribute is the preferred digital member acquisition solution for fast onboarding, increased conversions, and expanding wallet share.
During our conversation, Philip discusses effective practices to grow and improve operational efficiencies within credit unions, including deposit, membership, and marginal growth. He explains which approaches to focus on for mindful and intentional business growth. Listen as Philip talks about what credit unions can do to grow.
As we wrap up the episode, Philip talks about learning from an influential boss, building life habits in seasons, and recommending a book for today. Enjoy my conversation with Philip Paul!
Find the full show notes on cuinsight.com.
Connect with Philip:
Philip Paul, CEO & Founder at Cotribute
[email protected]
cotribute.com
Philip: LinkedIn
Cotribute: LinkedIn | Facebook | Twitter -
“People are our best technology.” - Randy Stolp
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Randy Stolp, President at Synergent. Randy shares his career journey that led him to his current role. Randy views Synergent as a person-driven, people-focused cooperative. Together, the team helps credit unions succeed and improve the financial lives of their members.
During our conversation, Randy discusses lessons in why people are the source of innovation. He explains the meaning of being a “technology philosopher” and emphasizes the importance of people in technology. Listen as Randy talks about the people, processes, and products within the industry and how Synergent brings solutions to credit unions and their members.
As we wrap up the episode, Randy talks about singing in front of his favorite music artist, staying connected to loved ones, and embracing a positive outlook. Enjoy my conversation with Randy Stolp!
Find the full show notes on cuinsight.com.
Connect with Randy:
Randy Stolp, President at Synergent
[email protected]
synergentcorp.com
Randy: LinkedIn
Synergent: LinkedIn | YouTube | Facebook | Twitter -
“We are here. We are local. We are dedicated support.” - Emily Leach
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa. Emily shares her career journey that led her to her current role. Emily has worked at Visa as the team customized solutions and products to work more efficiently with credit unions. Visa is a trusted world leader in digital payment technology that connects and enables individuals, businesses, and economies to thrive.
During our conversation, Emily discusses new strategies for financial education and serving more people through local partnerships. She explains how these partnerships allow credit unions and fellow financial industry partners to enhance their member offerings. Listen as Emily talks about “excellence through execution” and findings from Visa Research: Future of Payment Technology.
As we wrap up the episode, Emily talks about investing in self-care, prepping for credit union industry events, and reading inspiring books. Enjoy my conversation with Emily Leach!
Find the full show notes on cuinsight.com.
Connect with Emily:
Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa
[email protected]
usa.visa.com
Emily: LinkedIn
Visa: LinkedIn | Instagram | Facebook | Twitter -
“We love working with credit unions to become more data-driven, so they can better support their members.” - Andrea Brown
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Andrea Brown, SVP of Growth at Lodestar. Andrea is a return guest to the podcast and shares what has changed since last year and what remains a common focus for leaders. Lodestar is a data warehouse and analytics partner for credit unions. They provide a full-service analytics platform of data connectors, visuals, workflows, and strategic guidance to help credit unions move forward in their analytics journey.
During our conversation, Andrea discusses which data strategies credit unions should be focusing on to benefit business goals. She explains how leveraging data analytics and choosing the right data warehouse is crucial for a successful core conversion. Listen as Andrea talks about growth plans for the future and continuing to support credit unions with the complex technology systems needed to embrace efficiency and sustainability.
As we wrap up the episode, Andrea talks about spending time with her family, splurging on new experiences, and preferring the audiobook of this recent read. Enjoy my conversation with Andrea Brown!
Find the full show notes on cuinsight.com.
Connect with Andrea:
Andrea Brown, SVP of Growth at Lodestar
[email protected]
lodestartech.ca
Andrea: LinkedIn
Lodestar: LinkedIn -
“Strategic planning is not a date on the calendar, it’s a process.” - Shawn Temple
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Shawn Temple, Strategy Director at On The Mark Strategies. Shawn shares his career journey in credit unions that led him to his current role. On The Mark Strategies empowers credit unions to win, survive, and thrive. The team specializes in strategic planning, branding, training, and marketing services.
During our conversation, Shawn discusses the importance of strategic planning and how it brings clarity and alignment to the organization. He emphasizes the significance of core values and building team cultures to create a healthy work environment. Shawn shares the value of leadership development for today and tomorrow. Listen as Shawn explains how credit union teams can inspire connection from the boardroom to the break room.
As we wrap up the episode, Shawn talks about being inspired by two amazing leaders in his life, enjoying the aloha spirit, and making himself available for a trip to San Diego. Enjoy my conversation with Shawn Temple!
Find the full show notes on cuinsight.com.
Connect with Shawn:
Shawn Temple, Strategy Director at On The Mark Strategies
[email protected]
markarnold.com
Shawn: LinkedIn
On The Mark Strategies: LinkedIn | YouTube | Instagram -
“Know your members better than you ever have.” - Mark Weber
Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Mark Weber, CEO at Strum and Strum Platform. Mark shares his career journey and how his passion for credit unions began as a child. Strum is a full-service marketing agency helping credit unions build growth strategies through naming, branding, and marketing. Strum Platform is a financial marketing analytics software that helps credit unions better understand their members through data.
During our conversation, Mark and I discuss the importance of data to engage and retain members. He explains the significance of omnichannel tracking in today's environment. Members and prospects have unique journeys as they seek service with multiple touchpoints throughout and he shares how important it is to capture this. Listen as Mark dives into the power of data and the exciting things to come.
As we wrap up the episode, Mark talks about making time for his passion for music, enjoying Honolulu, and going with his team to sing karaoke. Enjoy my conversation with Mark Weber!
Find the full show notes on cuinsight.com.
Connect with Mark:
Mark Weber, CEO at Strum
[email protected]
strumagency.com
Strumplatform.com
Mark: LinkedIn
Strum: LinkedIn | Twitter | Facebook | Instagram | YouTube
Strum Platform: LinkedIn -
“The more ways you offer a member to make a payment, the more likely they are to use it.” - Stuart Bain
Thank you for tuning in to episode 74 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Stuart Bain, SVP of Product Management at Alacriti. Stuart shares his career journey that led him to his current role. Alacriti is a leading financial technology company dedicated to helping credit unions accelerate their digital payments transformation. The team is dedicated to providing solutions that empower clients to deliver the innovative digital payment experiences today’s members demand.
During our conversation, Stuart and I chat about payment solutions evolving to provide seamless and efficient experiences. He discusses the benefits of these solutions and the importance of delivering a modern digital payment experience in today’s world. Listen as Stuart talks about embracing digital payment transformation and self-service options along with what is to come in the future.
As we wrap up the episode, Stuart talks about which car he would splurge on, which food chain he enjoys in Tennessee, and which tech hack he uses for balancing work and life. Enjoy my conversation with Stuart Bain!
Find the full show notes on cuinsight.com.Connect with Stuart:
Stuart Bain, SVP of Product Management at Alacriti
[email protected]
alacriti.com
Stuart: LinkedIn
Alacriti: LinkedIn | Twitter | Facebook | Instagram -
“We need to be more data-driven than we have ever been.” - Joshua Barclay
Thank you for tuning in to episode 73 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Joshua Barclay, Growth Marketing Manager at CRMNEXT. Joshua shares his career journey that led him to his current role. CRMNEXT is a cloud or on-premise CRM solution provider specifically built for credit unions. Their focus is to support credit unions with actionable data to simplify work, drive growth, and deliver on experience.
During our conversation, Joshua and I chat about the importance of data and technology in this changing financial landscape. Joshua talks about the New World Banking Order and what this means for the future. Listen as Joshua talks about how credit unions can move towards data unification.
As we wrap up the episode, Joshua talks about the leadership legacy of one of his family members, his enjoyment of fine dining experiences, and the city he enjoys traveling to most. Enjoy my conversation with Joshua Barclay!
Find the full show notes on cuinsight.com.Connect with Joshua:
Joshua Barclay, Growth Marketing Manager at CRMNEXT
[email protected]
crmnext.us
Joshua: LinkedIn
CRMNEXT: LinkedIn | Twitter | Facebook | Instagram | Youtube -
“Members are willing to adopt new technology in a way that is convenient for them.” - Nelson Fisher
Thank you for tuning in to episode 72 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Nelson Fisher, Director of Product Development at Co-op Solutions. Nelson shares his career journey that led him to his current role. Co-op Solutions partners with credit unions to deliver member-centric and digital-first services designed to improve operational efficiencies and the member experience. They continue to focus on serving credit unions to improve efficiencies, drive growth, and make data-informed decisions.
During our conversation, Nelson and I chat about building more member-centric services. He shares perspectives about growth in the credit union industry and delves into research on the micro and macroeconomic environment. Listen as Nelson talks about insights on the psychology of spending behavior, digital maturity, and member engagement.
As we wrap up the episode, Nelson talks about his interest in music, his admiration for his wife, and his favorite things about the Bay Area. Enjoy my conversation with Nelson Fisher!
Find the full show notes on cuinsight.com.Connect with Nelson:
Nelson Fisher, Director of Product Development at Co-op Solutions
[email protected]
coop.org/
Nelson: LinkedIn
Co-op: LinkedIn | Twitter | YouTube - Vis mere
