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Ep. 9: Dan Leeman | Meeting Members Where They Are
In this month's episode of the Invo Insider Podcast, Jake sits down with Dan Leeman, AVP of Service Center at Five County Credit Union, for a one-on-one interview. They discuss Five County's unique in-branch strategy, helping to serve the underserved and revitalizing abandoned markets. They also talk about treating the web as a mobile branch, the evolution of Five County, and Dan's history as a disk jockey.Register for next month's Insider at invosolutions.com/insider for a chance to win a free Yeti cooler!
_______________________________________________________
0:00 | Welcome to the Invo Insider Podcast
2:47 | Dan Leeman's journey in finance
4:55 | Jake and Dan recap ICUCCC23
8:20 | Five County Credit Union's history and vision
12:29 | How does Five County stay relevant and service its unique membership bases?
17:36 | What do Five County branches look like?
22:06 | How did the idea of microbranches come to pass?
25:54 | What does a Walmart branch look like?
30:47 | How did Five County find its way to video technology?34:40 | Video banking button testimony
37:05 | Five County's ITM strategy
40:40 | Five County's online strategies
43:38 | Staff operational strategies
50:05 | One more question about ITMs
52:23 | How did you launch video banking and how did you prepare staff?
1:01:28 | What's next for Five County?
1:04:50 | Dan's history as a disk jockey, along with Dan and Jake's thoughts on what classifies as classic rock music
1:07:05 | Closing thoughts
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By Invo SolutionsIn this month's episode of the Invo Insider Podcast, Jake sits down with Dan Leeman, AVP of Service Center at Five County Credit Union, for a one-on-one interview. They discuss Five County's unique in-branch strategy, helping to serve the underserved and revitalizing abandoned markets. They also talk about treating the web as a mobile branch, the evolution of Five County, and Dan's history as a disk jockey.Register for next month's Insider at invosolutions.com/insider for a chance to win a free Yeti cooler!
_______________________________________________________
0:00 | Welcome to the Invo Insider Podcast
2:47 | Dan Leeman's journey in finance
4:55 | Jake and Dan recap ICUCCC23
8:20 | Five County Credit Union's history and vision
12:29 | How does Five County stay relevant and service its unique membership bases?
17:36 | What do Five County branches look like?
22:06 | How did the idea of microbranches come to pass?
25:54 | What does a Walmart branch look like?
30:47 | How did Five County find its way to video technology?34:40 | Video banking button testimony
37:05 | Five County's ITM strategy
40:40 | Five County's online strategies
43:38 | Staff operational strategies
50:05 | One more question about ITMs
52:23 | How did you launch video banking and how did you prepare staff?
1:01:28 | What's next for Five County?
1:04:50 | Dan's history as a disk jockey, along with Dan and Jake's thoughts on what classifies as classic rock music
1:07:05 | Closing thoughts