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This is the official Finopotamus podcast. It focuses on credit unions and how they have leveraged technology to solve problems, enhance the member experience and drive growth. TechSolutions4CUs features working credit union technologists, as well as industry experts from around the globe.
38 Episodes
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In this episode of TechSolutions4CUs, host John San Filippo is joined by Angi Milano and Holly Glowaty, the co-hosts of the GTM Loop podcast. Together, they dive into the critical elements of go-to-market (GTM) strategies, exploring how fintechs can align with the credit union mission and how credit unions can position themselves as partners of choice. Angi and Holly explain that the GTM Loop podcast was created to help fintechs navigate the tactical steps of strategy development, specificall...
Tired of casting a wide net and coming up empty? The secret to revitalizing your credit union might be to start thinking small. In this episode, host John San Filippo sits down with Michael Duncan, CEO and founder of digital banking provider Bankjoy, to discuss the strategy of vertical banking (also known as niche banking or sub-branding). This approach allows community financial institutions to leverage their existing charter to create a discrete, digital brand that caters to a very specific...
This episode of the TechSolutions4CUs podcast, hosted by Finopotamus Publisher John San Filippo, features Anna Khalzova and Slava Akulov, the co-founders of Jupid, discussing their white-labeled solution for credit unions looking to serve small business members. The Core Problem and Jupid’s Solution Jupid aims to close the gap between credit unions and small businesses, particularly new ventures, which often do not view a credit union as their primary financial institution at the ...
As part of our ongoing commitment at Finopotamus to cover the tech topics you won't see in other credit union outlets, we're pleased to offer a very important episode of TechSolutions4CUs on a very important topic: cloud repatriation. This episode features cloud repatriation experts Kevin Heisser and Ian Nock from ArcShift. Cloud repatriation is becoming an increasingly popular idea as organizations that moved all their operations to the cloud are now realizing there’s a strong argument for b...
In this episode of TechSolutions4CUs, host John San Filippo welcomes marketing expert Alicia Disantis to discuss foundational marketing strategies for small organizations, including fintechs and credit unions, operating on a shoestring budget. Alicia challenges the "Field of Dreams" mentality, where good products are expected to sell themselves. She emphasizes that in today's crowded market, consistent messaging and strategic outreach are crucial. Key takeaways from their conversation include...
On this episode of TechSolutions4CUs, we welcome Jason Cain, co-founder and CSO of ShiftMate, to discuss their innovative AI co-pilot for credit unions. Jason shares his unique perspective, born from decades of experience within credit unions and selling fintech solutions, on how ShiftMate addresses long-standing challenges by unifying data, AI, and workflow automation. We explore how this platform empowers frontline staff with actionable insights and provides senior management with ins...
In this episode of Tech Solutions for CUs, host John San Filippo interviews Ronny Chapman about his new company, VisionFI. Chapman explains that VisionFI is not a standalone product but a component that plugs into other solutions like loan origination systems (LOS) or new account opening platforms, and even Microsoft Office. VisionFI's core function is to use multimodal AI to read images, photos, and documents, taking unstructured data and bringing structure to it. Chapman provides an example...
On this episode of TechSolutions4CUs, Alex McLeod, CEO of Parlay Finance, discusses how credit unions can enhance their small business lending through Parlay's loan intelligence system. According to McLeod, more and more credit unions are recognizing the opportunities in serving small businesses, and lending is a critical component. Parlay Finance offers a front-end intake system, which they call a loan intelligence system (LIS), designed to help credit unions approve more small business loan...
What started out as a simple interview for a written article ended up becoming a great TechSolutions4CUs episode. Podcast host John San Filippo recently sat down (virtually, of course!) with the ever-insightful Lee Wetherington, Senior Director of Corporate Strategy at Jack Henry. They were chatting about Jack Henry's brand new "2025 Strategy Benchmark" research, which, as you might guess, polls bank and credit union CEOs on their big priorities. Lee kicked things off by saying the top-line t...
In this episode of TechSolutions4CUs, host John San Filippo talks with Chris Cox from Apiture to explore the evolving landscape of digital banking for credit unions. Chris delves into Apiture's five primary solution sets: Consumer banking servicesBusiness banking servicesDigital account opening,Data intelligenceAPI bankingHe emphasizes the increasing importance of a credit union's digital banking platform, suggesting it's now as critical as the core platform itself. The conversation hig...
In this episode, Paul Provenzano, VP of Market Development at ebankIT, discusses the significant opportunity for credit unions in the Small and Medium-sized Business (SMB) digital banking sector. He notes that many SMBs are currently dissatisfied with their banking technology and are seeking better tools to manage their businesses, creating an opening for credit unions. Key takeaways from the discussion include: Market Need: SMBs require more than just basic transaction capabilities; they nee...
Har Rai Khalsa, CEO and co-founder of Swaystack, joins TechSolutions4CUs to discuss how his company is tackling the challenge of inactive accounts at credit unions. A surprising number of new accounts go dormant quickly, and Swaystack's gamified onboarding platform aims to keep members engaged and active. Har Rai explains the reasons behind account dormancy, highlighting the difficulty of switching banking relationships and the lack of guidance provided by many financial instituti...
In this episode of TechSolutions4CUs, Ed Vincent, CEO of SRA Watchtower, discusses the company's evolution from a risk management consulting firm to a SaaS provider. He emphasizes their focus on providing a "holistic" risk management platform, meaning it aggregates data from various sources and departments within a financial institution, rather than just focusing on isolated risk areas. This allows for a broader, top-down view of risk and helps inform strategic decision-making. V...
In this episode of TechSolutions4CUs, host John San Filippo interviews Chris Turnley, EVP of Member Experience at University Federal Credit Union (UFCU), about his career path and UFCU's approach to member experience. Turnley, with a background in startups and growth-focused businesses, transitioned to the credit union industry six years ago. Intrigued by the potential for positive social impact, he joined UFCU and initially served as Chief Retail Officer before moving to his curr...
In this episode of TechSolutions4CUs, Finopotamus publisher John San Filippo interviews fintech legend Paul Fiore, tracing his career from the early days of online banking to his current work in wealth management technology. The conversation begins with the founding of Digital Insight, a pivotal moment in the evolution of financial services. Fiore recalls the limitations of PC banking in the mid-90s: expensive dial-up, cumbersome software updates, and complex distribution. He had an epi...
The term "big data" is nearly 30 years old. And throughout those 30 years, credit unions have been lectured to, schooled on, and advised about the tremendous treasure trove of data they have locked in their various computer systems. Yet, to this day, turning all this data into actionable initiatives remains a challenge. While artificial intelligence is no silver bullet, it can help credit unions take a giant step forward in making use of all that data. Our guest on this episode, Mitch R...
AI-powered chatbots are great for member self-service, but they "can't sell sh!t." That's according to Appli CEO and co-founder Tim Pranger. This sad state of affairs was the impetus behind the creation of Appli, a suite of smart financial calculators designed to drive member engagement. In this episode of TechSolutions4CUs, Tim explains some of the finer points of Appli, while sharing some of the insights he's gained over his first 20 years in fintech.
This episode of TechSolutions4CUs features host John San Filippo interviewing CU Lift Fund's President Paul Rindone about LIFT's FastPass platform, a new solution for credit unions to increase their auto loan volume. Rindone explains that credit unions struggle to compete with dealerships’ in-house financing, resulting in members often choosing the path of least resistance even if they prefer their credit union. FastPass aims to solve this problem by creating a "hybrid channel," combini...
According to Jain, the primary challenges credit unions face with outdated loan origination systems boil down to three main issues: Integration difficultiesMember experienceCost Older systems struggle to integrate with modern application program interfaces (APIs) and services like Plaid, fraud detection tools, and alternative data sources. This lack of integration slows down loan processing, increases manual work, and frustrates members, especially younger, tech-savvy Gen Z members...
Exactly what is open banking? Is it just another pain in your regulatory butt? Is it an existential threat as you watch your precious data flow out the door to destinations you don’t control? Or is it a tremendous opportunity to provide your members with innovative new services that were simply impossible before? The answer, as you may have guessed, is all three. The good news is that the opportunities for open banking far outweigh the negatives. That the opinion of our guest today, V...
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