In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss credit unions in action and how you can build stronger communities with Nicole Tompkins, Chief Experience Officer and SVP at Mid-Hudson Valley Federal Credit Union.

The episode explores the unique culture of credit unions, their community impact, and the importance of building trust. Nicole also shares how credit unions can leverage technology while maintaining their community-focused approach.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, host Rachel Reid and special host Libby McGeough discuss how AI enhances operational efficiencies with Heather Farwell, SVP Financial Services at Citizens First Bank | Clinton IA.

The episode explores the transformative role of AI in community banking. Heather shares how AI enhances operational efficiencies, improves fraud detection, streamlines loan underwriting, and supports customer service through the use of chatbots.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the hidden efficiencies and opportunities within instant payments with Lisa St Germain, who is now the VP of Client Success at Payfinia.

The episode explores the impact of instant payments on financial institutions, challenges and opportunities in the payment landscape, and how instant payments can enhance member experiences while mitigating fraud risks.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the importance of data with Corey LeBlanc (COO/CTO) & Drew Saito (Chief Lending Officer), the co-founders of Locality Bank.

The episode explores the importance of balancing technology with human interaction, the rise of neobanks, and how leveraging data can transform decision-making processes within their organization. Corey and Drew also discuss the exciting prospects of technology and automation in financial services, particularly in areas like customer onboarding and data management. They highlight the challenges of accessing accurate data, the importance of collaboration, and the complexities of navigating large datasets for credit decisions.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the importance of how banks prepare for the future and the community effect of preparing a bank with Eric Schurr, Chief Strategy Officer at Sunrise Banks.

The episode explores the evolving role of banks in the face of technological advancements and regulatory challenges, emphasizing the importance of community-centric approaches in banking. Eric also shares his journey in the banking industry, the significance of the Chief Strategy Officer role, and innovative solutions that address community needs, particularly for underserved populations.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the transformative impact of generative AI in community banking with Ryan Goellner, Executive Vice President of Technology and Project Management at Gate City Bank.

The episode explores the significance of data structure for AI applications and the potential of AI to enhance customer service. Ryan also explains the challenges of adopting AI technologies, including budget constraints and data quality issues, while highlighting the importance of ROI from AI investments.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, host Arjun Sahgal and special host Libby McGeough discuss empowering employees through technology and driving innovation and member satisfaction in credit unions with Traci Michel at Metro Credit Union.

The episode explores how technology can simplify member experiences, drive innovation, and enhance employee efficiency, particularly in the face of challenges posed by legacy systems. Traci also shares her insights on the significance of data management and the proactive service delivery model in fostering member loyalty and retention.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the role of clean data in unlocking AI's full potential for banking with Jeff Barrage, SVP Chief Information Officer of ⁠United Solutions Company⁠.

The episode explores the importance of clean data in banking, the challenges credit unions face with technology utilization, and the impact of legacy systems on data management. Jeff discusses the evolution of data management and the critical role of clean data in serving underserved populations, particularly in credit unions. He emphasizes the importance of automation and AI in streamlining processes and enhancing decision-making.

Counting Change is hosted and run by⁠ ⁠⁠Ascent Platform⁠⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the importance of experience in financial institutions with Trey Maust, Executive Chairman and Co-Founder at Lewis and Clark Bank.

The episode explores the importance of integrating banking into everyday life, the challenges posed by regulations, and the potential of technology like AI and embedded banking to enhance customer empowerment. Trey shares his journey in the finance sector, the evolution of customer experience in banking, and the future of financial institutions.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the significance of community-driven innovation in credit unions with Frank Wasson,
President & CEO at CommonWealth One Federal Credit Union.

The episode explores the significance of community-driven innovation in credit unions, the impact of Disney culture on leadership, and the challenges posed by technology in maintaining local engagement. The conversation also touches on the role of open banking, the potential for consolidation in the financial sector, and the importance of investing in financial wellness for communities.

Counting Change is hosted and run by⁠⁠Ascent Platform⁠⁠.