111 episodes

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.

Banking on Experience Emaan Abdelbaki

    • Technology
    • 5.0 • 26 Ratings

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.

    Episode 111: Playing big and truly serving your community as a small CU

    Episode 111: Playing big and truly serving your community as a small CU

    The impact of an FI serving its community—truly serving its community—cannot be understated, and there’s no better example of this than Tongass Federal Credit Union. 

    We were honored to sit down for a chat with Helen Mickel, CEO of Tongass FCU and one of our 2021 Right On The Money (ROTM) winners, to talk about playing big and serving community as a small CU—this week on CRMNEXT’s Banking on Experience podcast. 

    Topics we cover include:
    The Tongass FCU Story: origin, community, missionHow Tongass has tackled serving the underservedBoots on the ground: why it matters so much in this very virtual worldMicrosites (and how they’re making a difference) The initiative Helen feels has had the biggest impact on both community and growthThe power of promoting small businesses What the future holds for Tongass FCUChanging the world (yes, really) And more 
    Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.
    Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.

    • 25 min
    Episode 110: An under-the-hood look at student loans and how to help

    Episode 110: An under-the-hood look at student loans and how to help

    The student loan situation is… well, it’s caused some heartache and stress. Let’s just put it that way. 

    But there are those out there who are determined to bring solutions and to help FIs offer those solutions to their customers and members. 

    And we got to sit down with one such remarkable individual this week. Bobby Matson, Founder and CEO of Payitoff joins us—on CRMNEXT’s Banking on Experience podcast. 

    Topics we cover include:
    Why Bobby is passionate about this topicStudent loans: why they’re different from all othersHow to determine the next best steps for your customers or members Top challenges FIs face around student loansProviding real help: best ways FIs can address the student loan crisisWealth management & robo-advisingChanging the world (yes, really)And more
    Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.
    Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.

    • 23 min
    Episode 109: How your brand and PR work in unison

    Episode 109: How your brand and PR work in unison

    Wise FIs know that both brand and PR play essential roles in the success of their organization. And the brilliant ones know just how well the two work together. 

    We’re lucky to feature one such organization this week. Jennifer Reed, Vice President of Public Relations at Sound Credit Union joins us to talk all about it—on CRMNEXT’s Banking on Experience podcast. 

    Topics we cover include:
    Sound CU’s logo: its origin story and how it represents themGetting your story out thereThe biggest challenges CUs face when it comes to tying brand and PR togetherJennifer’s top tips and tricks for PRThe stigma of PR being “a compliance thing”How brand and PR complement each otherChanging the world (yes, really) And more 
    Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.
    Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.

    • 24 min
    Episode 108: Addressing fear around lending + why experience matters more than ever

    Episode 108: Addressing fear around lending + why experience matters more than ever

    Have you ever been afraid to take out a loan? Have you ever put experience ahead of price? Yeah, us too.

    It all comes back to that human element that drives everything, including the relationship between FIs and the people they serve. And we got to sit down for a chat with a true expert on the subject. 

    Miriam Ackerman, Chief Strategy Officer at DNT BLNK and Co-Founder of NetGiver (NACUSO’s 2020 Big Idea Award-Winner) graciously offers her expertise—this week on CRMNEXT’s Banking on Experience podcast. 

    Topics we cover include:
    Why Miriam is passionate about this topic Addressing what your members & customers actually need The power of real connectionBest practices around experience for FIsGetting specific with personalizationThe no mission/no margin conceptWhat holds FIs back from maintaining good relationships (and how to fix it) Changing the world (yes, really)And more
    Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.
    Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.

    • 30 min
    Episode 107: Creating high trust in a high-tech world

    Episode 107: Creating high trust in a high-tech world

    Trust. It’s the foundation of—well—pretty much everything when it comes to relationships, including those between an FI and its members or customers.  

    We were thrilled to sit down and learn from one of the world’s greatest experts on creating high trust in a high-tech world. Todd Duncan is a Best-Selling Author, a Sales Entrepreneur with 5 million clients world-wide, and our honored guest this week on CRMNEXT’s Banking on Experience podcast. 

    If you’ve never had the opportunity to learn from Duncan—we implore you—get ready to take notes and brace yourself for some mind-blowing insight. 

    Topics we cover include:
    Biggest mistakes when it comes to tech & trustTodd’s take on the ‘talk less/sell more’ mindsetThe power of emotional connection: how FIs can create true “wow” moments4 things about FIs and marketing that everybody needs to hearBridging marketing and high-touch emotional connectionNet Promoter Score and the Customer JourneyThe role of convenienceChanging the world (yes, really) And more 
    Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.
    Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.

    • 41 min
    Ep 5, CU Changemakers: Women On Work- LeAnn Case

    Ep 5, CU Changemakers: Women On Work- LeAnn Case

    Ah the holy trifecta of the credit union world: Leagues, CUs, and CUSOs… To have been a part of all three—and succeeded beautifully in each one—is impressive. It also means you have some seriously stellar insight to offer. 

    Lucky for us—and more especially, for our listeners—we got to pick the brain of one such expert. LeAnne Case, Senior VP of Marketing and Communications at The Servion Group, sits down to share her journey—this week on CU Changemakers: Women On Work (WOW). 

    Topics we covered include: 
    LeAnn’s beginnings in the CU spaceLeagues, CUs, and CUSOs: what she likes best about each Women who have inspired LeAnn along her pathThe Servion Group—origin story, mission, marketingLeAnn’s passion project, Vive Unlimited What excites our expert most about the CU women’s movementAnd more
    Stay in touch with Banking on Experience podcast series by listening on Apple Podcasts, Spotify, or our website.
    Listening on a desktop & can’t see the links? Just search for Banking on Experience in your favorite podcast player.

    • 44 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

Anna [SOP] ,

Amazing 😍😍😍👍🏻👍🏻

A great way to learn about different perspectives from people across the banking industry. The topics have all been an eye opener for those in the FI community. James is a great host who always provides timely information to their listeners. Can’t recommend highly enough.

Big_Awesome_Uncle_Hands ,

Great podcast

This podcast has wonderful guests, thought-provoking questions, and a fantastic host. If you value the work being done in the Credit Union space, this should be your go-to podcast.

runnerslife71 ,

Love it!!!

Always great topics, positivity, and just enough time for learning amazing insight on the CU space and modern day topics surrounding CU’s today.

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