10 episodes

Welcome to "Counting Change," where we delve into community finance, credit unions, and fintech. Join us for insightful discussions with experts driving positive change. Explore the impact of credit unions, discover fintech trends, and understand the role of community finance in building resilient economies. Subscribe for engaging conversations beyond the numbers, demystifying complex topics and inspiring you to take control of your financial journey. Let's make every cent matter together!

Counting Change Ascent

    • Business

Welcome to "Counting Change," where we delve into community finance, credit unions, and fintech. Join us for insightful discussions with experts driving positive change. Explore the impact of credit unions, discover fintech trends, and understand the role of community finance in building resilient economies. Subscribe for engaging conversations beyond the numbers, demystifying complex topics and inspiring you to take control of your financial journey. Let's make every cent matter together!

    The Balance between Technology And Humans with Theron McCollough

    The Balance between Technology And Humans with Theron McCollough

    In this insightful episode of "Counting Change," we are joined by special guest Theron McCollough, Managing Director at Citizens Private Bank. Theron brings a wealth of experience from his impressive career in banking and finance, including his time at First Republic Bank, and as the founder and CEO of a quantitative portfolio management system. Together, we explore the delicate balance between technology and human interaction in the banking industry.



    Theron shares his thoughts on how technology can enhance customer service without losing the essential human touch. We discuss the evolving user experience, the importance of personalized customer service, and how to address the needs of different generations in the digital age. Join us for a thought-provoking conversation on leveraging technology to improve banking while maintaining meaningful human connections.

    • 28 min
    The Applications of AI in the Financial Industry with Alice Stevens

    The Applications of AI in the Financial Industry with Alice Stevens

    In this episode of Counting Change, Arjun Sehgal and Rachel Reid interview Alice Stevens, the VP of consumer lending, product innovation, and credit analytics at VyStar Credit Union.



    Alice discusses the various applications of AI, such as loan origination and personalized product offerings, and the importance of mitigating bias in AI models. She also touches on the challenges of integrating new software into existing tech stacks and the impact of accurate financial data on borrowers.



    As AI and the regulations surrounding its use continue to evolve, tune into this episode of Counting Change to get some insight on ways that AI can help you stay competitive in today's modern world.

    • 31 min
    Bonus: Glen Fossella, Head of Customer at Ascent

    Bonus: Glen Fossella, Head of Customer at Ascent

    On this first bonus episode of Counting Change, we focus in on what Ascent is, interviewing a different member of our team each time to give you a 360° understanding of how Ascent is revolutionising banks and credit unions.

    This episode, hosts Arjun Sehgal and Rachel Reid are joined by Glenn Fossella, Head of Customer at Ascent, to discuss what Ascent is and how it's innovating the banking experience through customer experience.

    As Glenn explains, Ascent learns from every customer interaction to provide an increasingly personalized experience over time. This allows banks and credit unions to differentiate through superior customer experience.

    Tune in for an insightful look at how Ascent is bringing technological innovation to community finance and revolutionizing customer journeys in banking.



    Ascent is the next-generation point-of-sale platform that streamlines and simplifies product applications and forms across financial institutions without disrupting existing systems. It leverages third-party data to pre-fill applications, uses logic and rules for routing, and provides a user-friendly document collection portal.

    https://ascentplatform.io/

    • 12 min
    Data Access within the Financial State in America with Trish North

    Data Access within the Financial State in America with Trish North

    In this insightful episode, Trish North, an experienced professional in fintech and financial institutions, discusses the changing landscape of customer success and data analytics. Trish provides a unique 360-degree perspective on the industry, drawing from her rich experience in various roles spanning traditional banking, credit unions, digital banking, and fintech.

     

    Trish converses with hosts Arjun and Rachel about the evolution of customer success from its early stages to its pivotal role today. She also talks about the challenges and opportunities presented by digitized data and the need for financial institutions to adapt to modernization.

     

    During the discussion, Trish highlights the importance of trust in the digital age and examines the trustworthiness of digitized data in comparison to traditional paper trails. She also elaborates on the complexities of accessing and utilizing data within financial institutions, such as legacy systems and data silos.

     

    Trish offers valuable insights for fintechs looking to forge
    partnerships with financial institutions. She emphasizes the importance of open communication, collaboration, and adaptability, outlining the key ingredients for fostering healthy relationships between fintechs and FIs.



    Listeners are provided with engaging anecdotes and practical advice as
    Trish shares her strategies for navigating the dynamic fintech landscape and
    driving impactful customer success initiatives. Whether you're a fintech
    entrepreneur, banking professional, or simply curious about the intersection of
    technology and finance, this episode offers valuable perspectives and
    actionable insights for navigating the evolving fintech ecosystem.

    • 35 min
    The Importance of Small Credit Unions VS the Big Bank with Denise Wymore

    The Importance of Small Credit Unions VS the Big Bank with Denise Wymore

    In this riveting episode, we dive deep into the world of finance and explore the underdog story of small credit unions versus the corporate giants. Join us as we welcome the insightful Denise Wymore, a beacon of knowledge and experience in the credit union industry, to unravel the importance of these community-centric financial institutions.



    In an era dominated by mega-banks, small credit unions often stand as a testament to the strength of localized financial services. Denise Wymore, with her extensive background and passion for empowering these smaller entities, sheds light on their pivotal role in fostering financial inclusivity, supporting local economies, and building meaningful relationships with members.



    Throughout the episode, we uncover the unique advantages that small credit unions offer, from personalized customer service to tailored financial solutions that truly cater to the needs of their communities. Through compelling anecdotes and industry insights, Denise Wymore elucidates how these grassroots institutions champion financial empowerment and social impact on a scale that big banks often overlook.



    Whether you're a finance enthusiast, a budding entrepreneur, or simply curious about the dynamics of the financial landscape, this episode serves as a captivating exploration of why small credit unions are more than just alternatives – they're indispensable pillars of economic resilience and community prosperity. Join us as we celebrate the unsung heroes of finance and uncover the transformative potential of thinking small in a world of big banks.

    • 38 min
    Fintech Trends in 2024 with Chris Tremont

    Fintech Trends in 2024 with Chris Tremont

    In this insightful episode of "Counting Change," we dive into the dynamic world of financial technology and explore the latest trends shaping the landscape in 2024. Hosted by Arjun Sahgal & Rachel Reid, with special guest Chris Tremont this episode features expert analysis, industry insights, and predictions from top voices in the fintech space.



    From the rise of decentralized finance (DeFi) to the impact of artificial intelligence on banking, we uncover the innovative strategies and disruptive technologies driving change in the financial sector. Whether you're a fintech enthusiast, industry professional, or simply curious about the future of finance, this episode offers valuable perspectives and actionable takeaways.



    Join us as we decode the fintech revolution and chart the course for a transformative year ahead. Tune in to "Counting Change: Fintech Trends in 2024" and stay ahead of the curve in the ever-evolving world of finance.

    • 35 min

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
Masters of Scale
WaitWhat
The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
Habits and Hustle
Jen Cohen and Habit Nest
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network