Banking on Experience powered by CRMNEXT  Por  arte de portada

Banking on Experience powered by CRMNEXT

De: Jonathan Taylor & Joshua Barclay
  • Resumen

  • Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by CRMNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.
    2022
    Más Menos
activate_primeday_promo_in_buybox_DT
Episodios
  • Tackling Healthcare Costs: CU Healthcare PayCard & VyStar Credit Union
    Jun 11 2024

    Healthcare costs are skyrocketing, and the pandemic has intensified both mental and physical health crises. Traditional healthcare plans often fall short, leaving many to endure high-interest loans or forgo essential treatments. In this crucial episode of Banking on Experience, we explore how innovative fintech solutions and credit union collaboration are stepping in to address these challenges.

    Join us as we interview Paul Clampitt, Principal at CU Healthcare PayCard, and Kris Carerra, SVP at VyStar Credit Union. They share insights into CU Healthcare PayCard, a groundbreaking approach to healthcare financing that could revolutionize how members manage their medical expenses. Don’t miss this timely discussion on a solution that could reshape the future of healthcare funding.

    Más Menos
    31 m
  • Leveraging AI for Credit Union and Banking Growth: More Than ChatGPT
    Apr 22 2024

    Ever feel like AI is just a buzzword? This episode is where the rubber meets the road. We’re diving into how AI can elevate your bank or credit union by growing your member base and deepening your existing relationships. Get ready for a no-nonsense AI breakdown with real-world applications that could up-level your approach to growth.

    Our guest today is Mitch Rutledge, CEO and Co-Founder of Vertice AI. Mitch breaks down the essentials of new member acquisition and expanding share of wallet, providing a clear blueprint for leveraging AI to achieve these goals.

    This discussion isn’t just theoretical. Mitch is setting the stage with practical AI use cases that are directly applicable to your financial institution’s growth strategy. Whether you’re aiming to expand your customer base or deepen existing relationships, learn how AI can drive these initiatives forward effectively and efficiently.

    Don’t let another year pass without tapping into the power of AI to enhance your institution's performance and reach.

    Listen now and equip yourself with the knowledge to prioritize and execute AI-driven growth strategies that actually move the needle.



    Más Menos
    35 m
  • High Finance: How Credit Unions Can Lead the Cannabis Banking Charge
    Mar 21 2024

    In this episode, we dive into the rapidly expanding world of cannabis banking—a sector buzzing with opportunity yet tangled in regulatory constraints. Despite the broad legalization across states, federal hesitancy leaves many entrepreneurs in the cannabis industry struggling to find financial footing, caught in a limbo of being either unbanked or underbanked. Enter the vanguard of the Credit Union Industry, who are not just observing from the sidelines but actively stepping in to bridge this glaring gap.

    Join us for an enlightening discussion with two trailblazers leading the charge. Marsha Majors, President and CEO of US Eagle Federal Credit Union—one of New Mexico's most storied credit unions—shares her insights on delivering innovative financial solutions amid the unique challenges of cannabis banking. With a steadfast dedication to community service, Marsha brings invaluable perspectives on navigating the complex landscape of regulations and operational hurdles.

    Alongside Marsha, we welcome Tony Repanich, President and COO of Shield Compliance. Tony illuminates the path for financial institutions with Shield's cutting-edge compliance management platform, making it simpler for banks and credit unions to extend their services to Cannabis-Related Businesses (CRBs) safely and efficiently.

    Tune into another riveting episode of Banking in Experience, where we uncover the lessons learned and the groundbreaking strides being made in serving this underserved market. Don't miss this blend of expertise and innovation at the forefront of cannabis banking.

    Más Menos
    38 m

Lo que los oyentes dicen sobre Banking on Experience powered by CRMNEXT

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.