Counting Change

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. 

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the vital role community banks play in serving underserved populations with Jason Hagan, Senior Vice President & Director at Sunrise Banks.

The episode explores the mission-driven approach of Sunrise Banks, the challenges community banks face, the importance of technology in banking, and the cultural shifts needed to better serve diverse communities. Jason also emphasizes the need for empathy, understanding, and purpose in banking, highlighting the potential for community banks to make a significant impact in their neighborhoods.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss innovation within credit unions and why they should adopt new technology with Jim Kasch, Chief Executive Officer at Kentucky Credit Union League.

The episode explores the importance of technology adoption in credit unions and discusses Jim's extensive journey in the credit union space. Jim shares his insights into the challenges of data utilization, the critical areas for technology adoption, and how smaller credit unions can prioritize technology to compete with larger institutions while maintaining traditional banking practices. He also discusses the importance of understanding member needs in credit unions, the necessity for cooperation among smaller credit unions, and the critical evaluation of core providers.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠. 

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the intersection of community finance and technology with Marc Rehberger, SVP, Sr. Managing Director, and Head of Tech Enabled Banking at Customers Bank.

The episode explores the importance of customer experience in community banks, the unique insights community banks have into their local customers, and how they can compete with larger banks. The conversation also delves into the role of personalization in banking, the limitations of credit scores, and the potential of data utilization to enhance customer relationships.

Counting Change is hosted and run by Ascent Platform.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss member experience with Matt Fehrmann, Chief Information Officer at Kohler Credit Union.

The conversation covers Matt's journey into the community banking sector, the critical role of fintech in driving innovation, and the importance of enhancing member experience through digital transformation and personalization. The episode also delves into compliance and fraud prevention challenges in the financial sector, offering insights and advice for credit union leaders looking to innovate while focusing on member experience.

Counting Change is hosted and run by ⁠Ascent Platform⁠.

In this episode of Counting Change, hosts Arjun Sahgal and Rachel Reid discuss the integration of FinTech solutions and credit unions with Michael Abraham, Chief Strategy Officer (CSO) at Great Lakes Credit Union.

The episode explores the intersection of fintech and credit unions, discussing how fintechs can enhance member experiences, level the playing field against larger institutions, and the importance of trust in financial services. Michael shares his journey in the credit union industry, emphasizing the need for innovation and adaptation in a rapidly changing financial landscape. Michael also discusses the challenges small financial institutions face when integrating FinTech solutions, emphasizing the stifling effect of regulatory compliance on innovation.

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 cultural alignment in credit unions with Chris Parker, CEO of Lighthouse Credit Union.

Chris shares his unique journey into the credit union space and the importance of fostering a strong organizational culture. The conversation also touches on how credit unions can align their growth with community needs and the role of employee engagement in maintaining culture.

In this episode of Counting Change, host Arjun Sahgal and Rachel Reid discuss the evolving landscape of FinTech with Tara Schultz, emphasizing the importance of partnerships between traditional financial institutions and FinTech companies.

Tara shares her journey in the industry, the challenges faced in forming these partnerships, and how they can enhance customer experience. The conversation also touches on the role of core system providers and the future of banking technology, highlighting the need for innovation and collaboration in meeting customer expectations.