In the modern world, financial institutions are looking to strike a delicate balance between offering consumers easy transactional interactions online and offering more relational services by phone or in person.

The banks and credit unions that continue to adapt and to figure out how to add value in the way consumers want these days are the ones that will survive in the evolving landscape

Nathanael Tarwasokono, President & CEO at Firstmark Credit Union, joins the show to talk about the art of finding balance between what he calls the “bricks and clicks.”

We discuss:

- Why Firstmark is certifying in-branch staff as financial coaches

- New approaches to qualifications for consumer lending

- The strategy around being selective about the products you offer

- How financial institutions can combat buy now, pay later

To hear more from Leaders in Lending, check us out on Apple Podcasts, Spotify, or on our website.

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