We’re honored to have David Gorham, VP of Digital Solutions, Rebecca Forsberg, Director of Enterprise Application Support and Salinna Reel, Director of Digital Product Operations at Apple FCU on the FIsionaries podcast.

They share how a clear focus, incremental implementation and a strong partnership with third-party solution providers is essential for successful digital banking transformation.

They also share how using member feedback to build an innovation roadmap and continuously measuring effectiveness of changes implemented limits missteps along the transformation journey.

On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Grace Pace from Quontic Bank, headquartered in New York City. Grace will share how Quontic has leveraged a digital first strategy to establish a nationwide presence.

In addition, we discuss some of the innovations that have set Quontic Bank apart from competitors while helping the organization become future-ready.

On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Chad Rogers and Jeramey Litzman from Connexus Credit Union. Chad and Jeramey will share how Connexus has shifted from viewing digital services as a cost center to leveraging them as a profit center, setting a precedent for industry evolution.

In addition, we discuss the unique approaches to onboarding, channel strategy, and acquisition Connexus has used to drive innovation and member-centricity, positioning them as a trailblazer in the banking industry.

On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Driscoll, Digital Services Analyst at Kennebec Savings Bank. Amy provides a perspective on building a modern digital platform leveraging data and insight to enhance personalization and engagement.

Amy also shares her perspective on how AI will enhance the customer experience and provide better ways of helping customers reach their financial objectives.

On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Matt Singleton, VP of payment and business solutions at Star Financial Bank. Matt shares how, despite having a modest size, it is not impossible to have a mighty vision –proving that innovation isn't just for the big players.

From harnessing cutting-edge technology to fostering deep, personal relationships with clients, Matt illustrates how Star Bank is redefining what it means to be a commercial banking partner.

On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Amy Krasikov, Vice President of Digital Experience at Raiz Federal Credit Union. Amy provides an inside look into their extensive overhaul of both their core platform and online banking system.

This revamp of their digital infrastructure has yielded amazing results, with a rapid adoption rate of 20% in less than 24 hours, escalating to over 50% within the first week. More importantly, their digital banking experience has garnered exceptional ratings of 4.8 on iOS and 4.9 on the Google Play store, reflecting the credit union's commitment to providing a seamless and user-friendly interface.

Amy also shares her vision for the future, her near-term priorities and how Raiz Federal Credit Union will continue to differentiate itself in the marketplace.

On this episode of the FIsionaries podcast, I’m joined by Luis Cruz, Chief Information Officer at Educational Federal Credit Union. Luis provides a captivating exploration of EdFed's approach to digital transformation, including a focus on data, analytics and innovation for serving their members, communities and employees.

EdFed has achieved historical growth by deploying modern technology without sacrificing a legacy of serving the educational community. Their unique outreach program aimed at fostering financial literacy among youth and the community as a whole is a case study for success.

We will also unveil how EdFed Credit Union is successfully navigating an increasingly volatile banking ecosystem with the help of employees who understand and support the credit union’s mission.

We’re honored to have Greg Barnes, Chief Operations Officer, and Abigail Riesner, Manager of Digital Solutions at the Air Force FCU on the show. They offer an insider’s perspective on their credit union’s ambitious digital transformation that has resulted in decisions like discontinuing CO-OP shared branching, elevating member’s digital experiences, overcoming internal and external challenges, and integrating emerging technologies.

With an eye towards constant evolution through collaborative solutions, Air Force FCU aims to continuously expand their technology ecosystem to empower member financial success. For any organization looking to champion digital advancement, this episode provided inspiration and guidance direct from the source.

I am excited to be joined by Smart Financial Credit Union's CIO, Marcus Manning, on the FIsionaries podcast. Marcus was just named Futurist CIO by Houston CIO Community for his foresight into how to leverage AI as a way financial services are both delivered and perceived by consumers.

Just as importantly, Marcus works tirelessly to build a culture at Smart Financial that will make the credit union more future-ready. His belief is that people, process, and technology are the three pillars to success.

In this episode, we will discuss how these pillars support more than just better banking, but also offering a richer user experience, bolstered security, an improved employee experience and a path to growth.

I'm excited to welcome Tim Ferrio, CTO of Team One Credit Union, to the FIsionaries podcast. With just under $750 million in assets, Team One faces an uphill battle competing against major banks with billions in their war chests to finance modern technologies and innovation.

In this episode, we explore the unique opportunities and challenges smaller credit unions face in keeping pace with digital innovation and delivering great member experiences. We also uncover creative strategies that can help modest institutions like Team One punch above their weight class and take on the banking behemoths using composible solutions.