Firmer Ground from SRM

In this episode, we chat with our friend and client, Travis Frey, Chief Technology and Security Officer at Dover Federal Credit Union in Dover, Delaware. Mr. Frey has spent more than 20 years in the credit union industry and brings a unique perspective to innovation and IT strategy and execution. Topics discussed include Dover Federal Credit Union's 65th anniversary, how they tackle tech and cybersecurity initiatives, where the future will lead the credit union, and the many challenges facing credit unions in general. Enjoy the conversation with Travis! 

In this episode, we speak with Cynthia Schroeder of Sievewright & Associates, an SRM Company, about a topic she knows very well as both a credit union executive and a university professor. Cynthia shares her insights on the latest cybersecurity threats facing credit unions and how the adoption of a security-first mindset is key to successful operations in a period of quickly evolving technology and the emergence of AI.  She breaks down the various types of sophisticated cyber attacks out there today, the concept of zero trust architecture, and a whole lot more. It’s a great episode for anyone looking to learn more about both the threats and the strategies that credit unions should be aware of!

In this episode, Paul Davis speaks with SRM’s digital assets expert Larry Pruss about the digitization of money, how financial institutions and other industries continue to innovate on blockchain, and how the tokenization of everything is inevitable going forward. Our guest explains how real-world assets – including deposits, bonds, real estate, and securities – are becoming tokenized through a variety of blockchain applications. Whether you’re new to the world of blockchain or an expert looking for different perspective, this episode offers useful insights into the state of digital assets in May 2023. 

In this episode, our AI subject matter expert Connor Heaton discusses the topic everyone’s talking about – OpenAI’s ChatGPT and similar AI large language models. Following a surge of investment and interest in AI tech and startups, Connor explains why the financial services industry is taking notice and onboarding these tools for internal and external functions. He covers a variety of active use cases. Even if you’re new to the world of AI large language models, you’ll enjoy the information and depth Connor provides on this topic. Give it a listen!

In this episode, we speak with SRM’s core expert, Jeff Ostheimer, to understand what he means when talking about sidecar core strategies and why this approach has become popular among banks and credit unions. Jeff will discuss how the emergence of fintech players, consolidation of core banking vendors, and more rapid digital transformation goals inside financial institutions have created the need for sidecar core investments and applications. This episode is a great starter for those interested in this topic, as Jeff provides valuable insights in his straightforward, casual style. Don’t miss this one!