The CUInsight Network

“We want to create a legislative and regulatory environment so credit unions don’t just survive, but thrive and grow.” - Dan Berger

Thank you for tuning in to episode 57 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Dan Berger, President and CEO at NAFCU. Dan has been a guest on The CUInsight Experience podcast and in this episode, we are diving into his experience with NAFCU and the amazing work they do. The team at NAFCU advocates for credit unions nationwide by interacting with government officials and policymakers. NAFCU is committed to representing, assisting, educating and informing credit unions to help them grow and continue serving their members.

During our conversation, Dan and I chat about NAFCU’s mission to support their members through advocacy, compliance assistance, and education and training. We discuss regulation and legislation as it relates to current events and how credit unions set themselves apart. Dan talks about the culture at NAFCU that values and enhances extreme member service to help credit unions support members and communities. As we look to the future, NAFCU is focused on advocacy and creating a legislative and regulatory environment for credit unions to thrive and grow.

As we wrap up the episode, Dan talks about buying fly fishing rods, being present for his family, and having fun in Nashville. Enjoy my conversation with Dan Berger!

Find the full show notes on cuinsight.com.

Connect with Dan:
Dan Berger, President and CEO at NAFCU
[email protected]
nafcu.org
Dan: LinkedIn
NAFCU: Twitter | Facebook | Instagram | LinkedIn | YouTube

“Let’s challenge each other to lead.” - Allen Jingst

Thank you for tuning in to episode 56 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Allen Jingst, Chief Revenue Officer at Coviance. Allen talks about his passion for people and technology sales which led him on his career journey to his current role. Coviance is a technology-focused lending platform that makes home equity and HELOC lending simpler, faster, and friction-free. Coviance’s goal is to create a better and faster lending experience for credit unions, their members, and employees.

During our conversation, Allen talks about  automating the lending process while enhancing the human touch to improve member experiences. The team at Coviance supports credit unions during the entire process of analyzing, innovating, and initiating new workflows.  Allen believes credit unions are long standing financial institutions with a lot of insight to leverage. As we look to the future, Coviance is focused on perfecting the lending experience and continuously improving the process so credit unions can operate more efficiently and gain new members through real estate loans. Listen as Allen shares how credit unions can encourage each other to innovate and lead the movement forward.

As we wrap up the episode, Allen talks about spending time with family, a gadget that he can’t live without for business and personal use, and enjoying nature. Enjoy my conversation with Allen Jingst!

Find the full show notes on cuinsight.com.

Connect with Allen:
Allen Jingst, Chief Revenue Officer at Coviance
[email protected]
coviance.com
Allen: LinkedIn
Coviance: LinkedIn | Facebook | Twitter

“Digital transformation is a team sport.” - John Janclaes

Thank you for tuning in to episode 55 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is John Janclaes, President at Nymbus CUSO. John was a guest on the podcast two years ago so we dive right into how the environment for credit unions has evolved and how Nymbus has grown. The team at Nymbus offers a fresh perspective on growth for brands, credit unions, banks, and fintechs, with the technology and support for digital transformation. 

During our conversation, John talks about the significance of technology as it pertains to acquiring members, deepening relationships, and retaining members for growth. He expresses how digital transformation is a team sport and it takes collaboration to integrate new systems and see progress. John talks about the book he is writing to help leaders assess, manage, and optimize partner relationships called, “The Partnership Advantage: How to Revitalize Community Financial Institutions.” It will be available this summer. When looking ahead, John is particularly looking forward to the Modern Core his team is developing to reach new growth and unlock new opportunities. Listen as John shares insights as the industry is evolving and how we can continue learning from each other.

As we wrap up the episode, John talks about an influential leader in his life, a book about high performing companies, and a city he loves to visit. Enjoy my conversation with John Janclaes!

Find the full show notes on cuinsight.com.

Connect with John:
John Janclaes, President at Nymbus CUSO
[email protected]
nymbus.com/
John: LinkedIn
Nymbus: LinkedIn | Twitter 

“Credit unions are in a perfect spot to help people, to grow, and to be relevant.” - Jack Imes

Thank you for tuning in to episode 54 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Jack Imes, Chief Client Lending Consultant at Allied Solutions. Jack spent over 35 years working with credit unions and community banks. Allied Solutions is focused on using technology-based solutions to help clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.

During our conversation, Jack shares how technology is the key to creating a better member experience for all generations. He talks about constantly building relationships to bring the latest innovations to clients and their members. Jack explains how Allied Solutions’ portfolio of diversified products is customized to meet individual partnership needs. As we look to the future, Allied Solutions is focused on supporting credit unions and providing them with tools for growth and longevity. Listen as Jack talks about providing seamless tech stack solutions to scale services and experiences.

As we wrap up the episode, Jack shares why he admires Michael Jordan, listening to podcasts, and exploring small towns. Enjoy my conversation with Jack Imes!

Find the full show notes on cuinsight.com.

Connect with Jack:
Jack Imes, Chief Client Lending Consultant at Allied Solutions
[email protected]
alliedsolutions.net
Jack: LinkedIn
Allied Solutions: LinkedIn | Twitter | Facebook 

“As credit unions continue to progress, it’s important to stay member driven.” - Anthony Arizola

Thank you for tuning in to episode 53 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Anthony Arizola, Sales Executive at CU NextGen. Anthony began his career in the credit union industry during high school and has been passionate about it since. CU NextGen is a CUSO dedicated to bringing next generation technology to credit unions such as no-code development, robotic process automation, and artificial intelligence. CU NextGen’s goal is to improve service delivery to members and to streamline efficiencies of day-to-day operations.

During our conversation, Anthony talks about using automation and collaboration to build better member-centric experiences. The team at CU NextGen have financial service backgrounds and understand how limited access to resources can affect operations; therefore bringing more solutions. As we look to the future, CU NextGen is committed to collaborating with credit unions by creating think-tank sessions and bringing new digital solutions. CU NextGen empowers credit unions to build customized solutions for smooth workflows that benefit members and employees.

As we wrap up the episode, Anthony talks about cheering for the Detroit Lions, spending time with his family and friends, and listening to podcasts. Enjoy my conversation with Anthony Arizola!

Find the full show notes on cuinsight.com.

Connect with Anthony:
Anthony Arizola, Sales Executive at CU NextGen
[email protected]
www.cunextgen.com
Anthony: LinkedIn
CU NextGen: LinkedIn | Instagram | Twitter | Facebook | YouTube

“Credit union members are not just borrowers or customers; they’re more than that.” - Michael Dippo

Thank you for tuning in to episode 52 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Michael Dippo, SVP of Lender Placed Auto at SWBC. Michael began his career as a teller in college and he continues to add value to the financial industry with nearly 30 years at SWBC. The team at SWBC offers a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals so they can meet critical goals. Michael specifically works with SWBC’s Collateral Protection Insurance (CPI) carriers to manage existing CPI programs and refine useful coverages for a better future.

During our conversation, Michael talks about financial protection for credit unions and members. Much of his work is based in loan risk management and he shares how SWBC helps credit unions track insurance on collateral. Michael explains how insurance protects a lender’s interest in the collateral they finance as well. The conversation explores current trends on loan risk in the financial industry, specifically changes within the auto industry.

As we wrap up the episode, Michael talks about who he admires most, spending time with his family, and which non-profits he volunteers for and serves on the board. Enjoy my conversation with Michael Dippo!

Find the full show notes on cuinsight.com.

Connect with Michael:
Michael Dippo, SVP of Lender Placed Auto at SWBC
[email protected]
www.swbc.com
Michael: LinkedIn
SWBC: Facebook | Twitter | LinkedIn | YouTube

“Credit unions have all of the data needed to translate it into value.” - Andrea Brown

Thank you for tuning in to episode 51 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Andrea Brown, VP of Client Engagement at Lodestar Technologies. Andrea begins by sharing her education and career journey that molded her two passions together; data and credit unions. Lodestar Technologies is an analytics partner for financial institutions, providing a full-service analytics platform of data connectors, visuals, workflows, and strategic guidance to move forward in the analytics journey. Their team of experts come directly from the financial services industry and truly understand credit unions, their values, and mission. As partners, they empower and help clients spend less time on data collection so they have more time to dive in and understand and utilize their data. 

During our conversation, Andrea shares how credit unions can build a data strategy and put action behind it. She believes credit unions have a lot of choices and control over the systems they use which is beneficial in customizing it to their specific member needs. Andrea points out places where member data lives throughout the organization and which data strategies to prioritize. She explains where data plays a role in impactful marketing, through targeted communication and campaign management. We discuss how credit unions can translate data into value to create exceptional member experiences. As we look to the future, Andrea talks about machine learning, artificial intelligence, and advanced analytics as it pertains to credit unions and their data-marketing strategies.  

As we wrap up the episode, Andrea talks about why she has so many household organizers, her favorite podcasts, and which video game she plays with her sons. Enjoy my conversation with Andrea Brown!

Find the full show notes on cuinsight.com.

Connect with Andrea:
Andrea Brown, VP of Client Engagement at Lodestar Technologies
[email protected]
https://lodestartech.ca
Andrea: LinkedIn
Lodestar Technologies: LinkedIn

“Find the best partner that can help enhance the strategic goals of the institution.” - Kelly Flynn

Thank you for tuning in to episode 50 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Kelly Flynn, National Sales Director at JMFA. Kelly’s been connected to the credit union industry all her life. After years of working within the movement Kelly joined JMFA, one of the most trusted names in the industry helping credit unions improve their performance and profitability. JMFA offers a program called the Contract Optimizer, which helps credit unions evaluate and negotiate their third party vendor agreements and find the best fit for them. 

During our conversation, Kelly shares how JMFA works to help credit unions overcome challenges such as reducing member friction, increasing digital capabilities, improving efficiencies, and managing expenses. In a rapidly changing industry, Kelly discusses how financial services must be able to meet the needs of all generations. She explains the many ways that JMFA supports credit unions, specifically how credit unions can become a member’s primary financial institution. Kelly shares the importance of managing vendor relationships and the impact it has on member experience, service, and the credit union’s bottom line.

As we wrap up the episode, Kelly talks about the tennis shoes she can’t live without, the habit she thinks makes a successful person, and the moments she’s looking forward to as spring comes. Enjoy my conversation with Kelly Flynn!

Find the full show notes on cuinsight.com.

Connect with Kelly:
Kelly Flynn, National Sales Director at JMFA
[email protected]
https://www.jmfa.com
Kelly: LinkedIn
JMFA: LinkedIn

“If your members are successful, the credit union is also successful.” - Shyam Pradheep

Thank you for tuning in to episode 49 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Shyam Pradheep, General Manager at Zogo. Shyam joined Zogo early on, when it was still an idea between college friends. Starting as an intern, Shyam has had the opportunity to work in all areas of this start-up and now oversees each department as they have grown. Zogo believes in making education accessible, specifically focusing on financial literacy. They focus on three pillars to do so by making it easily available, comprehensible, and engaging. Zogo’s gamified mobile integration is sure to help financial services effectively engage Gen Z, millennials, and users of all ages in financial education.

During our conversation, Shyam talks about why Zogo believes financial literacy is the backbone of financial success. He shares tools and resources that Zogo offers credit unions to engage members and enhance their learning. Through gamification, members can easily understand  where they stand with their finances and how to improve. Shyam shares how Zogo plans to continue innovating and evolving to meet the needs of credit unions and their members.

As we wrap up the episode, Shyam talks about why his team amazes him, which episode of the Acquired podcast people should check out, and which book he recommends for everyone to read. Enjoy my conversation with Shyam Pradheep!

Find the full show notes on cuinsight.com.

Connect with Shyam:
Shyam Pradheep, General Manager at Zogo
[email protected]
https://www.zogo.com
Shyam: LinkedIn
Zogo: LinkedIn | Twitter | Instagram | Facebook | TikTok 

“Credit unions are the original social enterprise.” - Cameron Madill

Thank you for tuning in to episode 48 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Cameron Madill, CEO and Co-owner at PixelSpoke. Cameron begins by sharing his education and career journey that led him to finding a passion working with credit unions. PixelSpoke is a worker-owned cooperative and certified B Corp that helps credit unions create beautiful and efficient websites. Cameron believes credit unions are the original version of what it means to be a social enterprise. As a team, PixelSpoke is committed to doing exceptional work and building “everybody wins relationships” that inspire positive change.

During our conversation, Cameron discusses strategy and the three core pillars PixelSpoke has built for credit unions: best practices and creativity, digital branch analytics, and impact storytelling. We talk about how PixelSpoke can help credit unions differentiate their impact work to better align with their brand identity. He shares the three core components or three C’s for impact marketing: core focus, committing to something big, and communicating memorably. Cameron talks about climate finance and how it pertains to credit unions and their members. As we look to the future, PixelSpoke is focused on blending digital capabilities and human services to provide a positive member experience.

As we wrap up the episode, Cameron talks about enjoying his favorite coffee machine, listening to opera, and going out in nature when he gets the chance. Enjoy my conversation with Cameron Madill!

Find the full show notes on cuinsight.com.

Connect with Cameron:
Cameron Madill, CEO and co-owner at PixelSpoke
[email protected]
https://www.pixelspoke.com
Cameron: LinkedIn
PixelSpoke: Twitter | Instagram | LinkedIn | Facebook