Banking on Experience powered by CRMNEXT

By: Jonathan Taylor & Joshua Barclay
  • Summary

  • Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by CRMNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.
    2022
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Episodes
  • How Small Credit Unions Can Find Their Competitive Advantages
    Aug 22 2024

    Think small credit unions can't thrive in a post-pandemic economy? Think again. If you believe they can't be at the forefront of innovation, it's time to reconsider.

    In this episode, we're joined by Jed Meyer, CEO of St. Cloud Financial Credit Union, who is rewriting the playbook for small-to-midsize credit unions.

    Jed is challenging the status quo, growing, and innovating at a rapid pace—all while making no excuses and staying laser-focused on the core mission of the credit union movement: serving members and making a meaningful impact on the community.

    Get ready to dive deep into the strategies and mindset that have propelled St. Cloud Financial Credit Union to new heights. Discover how Jed Meyer's leadership is turning conventional wisdom on its head and positioning his credit union as a leader in both growth and innovation.

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    39 mins
  • Navigating CDFI Changes: Shirley Senn’s Timely Advice
    Aug 5 2024

    Are you struggling with the complexities of getting crucial certifications and grants for your credit union?

    We’re excited to welcome Shirley Senn, Chief Consulting Officer for CU Strategic Planning, a key figure in the credit union movement. With a passion for saving small credit unions and serving the underserved, Shirley has dedicated her career to helping financial institutions thrive.

    In this episode, Shirley shares her deep insights and expert advice on navigating the intricate world of certifications and grants. With a tremendous amount of change in the CDFI space over the last few years, many institutions are at risk of losing their hard-earned designations.

    Shirley will address these challenges and provide the most important advice for credit unions striving to obtain their certification and strategies to preserve it.

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    43 mins
  • Tackling Healthcare Costs: CU Healthcare PayCard & VyStar Credit Union
    Jun 11 2024

    Healthcare costs are skyrocketing, and the pandemic has intensified both mental and physical health crises. Traditional healthcare plans often fall short, leaving many to endure high-interest loans or forgo essential treatments. In this crucial episode of Banking on Experience, we explore how innovative fintech solutions and credit union collaboration are stepping in to address these challenges.

    Join us as we interview Paul Clampitt, Principal at CU Healthcare PayCard, and Kris Carerra, SVP at VyStar Credit Union. They share insights into CU Healthcare PayCard, a groundbreaking approach to healthcare financing that could revolutionize how members manage their medical expenses. Don’t miss this timely discussion on a solution that could reshape the future of healthcare funding.

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    31 mins

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