Inside the Credit Union Managing 50+ Lending Tech Partnerships
Update: 2025-08-06
Description
Technology is reshaping every corner of financial services. For credit unions, the challenge isn’t just keeping up, it’s choosing the right tools, partners, and processes to stay ahead without losing sight of the member experience.In this episode, host Drew Megrey sits down with Bill Clancy, Vice President of Consumer Lending at Advia Credit Union, to explore how his team navigates digital transformation while maintaining the high-touch service members expect. From managing 50+ lending technology systems and partners to empowering older members with mobile banking, Bill shares how Advia strikes the balance between innovation and relationships.Join us as we discuss:
- How Advia curates a tech stack to match rising member expectations.
- Why digital adoption looks different across age groups—and what to do about it.
- Where AI decisioning fits into a long-term lending strategy.
- How to bring automation into lending without losing the human touch.
- What a frictionless future for loans could actually look like.
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