The Allied Angle

Allied Solutions

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MANAGEMENT
UPDATED MONTHLY

From digital transformation to compliance (and more), get an inside look at the latest market trends and industry insights to help your financial institution grow its revenue, protect its business and customers, and evolve to stay ahead of the competition.

5H AGO

Future-Proofing Credit Union Leadership with TriscendNP

In this episode of The Allied Angle, we take an inside look at how executive benefit programs are helping credit unions strengthen leadership continuity, retention, and long-term stability. Joining us are H. David Wright, Co-Founder and Chief Growth Officer, and Matt Morris, VP of Client Relations at TriscendNP, a firm specializing in executive benefit solutions for nonprofit organizations. Dave and Matt share how credit unions are becoming more proactive and strategic about compensation planning—moving beyond “check-the-box” benefits to customized, mission-aligned solutions that support both current and future leaders. From navigating tighter liquidity and rising interest rates to fostering transparent conversations at the board level, they discuss the evolving landscape of executive benefits and what credit unions should keep in mind as they prepare for the next generation of leadership. This podcast is sponsored by TriscendNP. 00:59 – Getting to know Dave and Matt. 05:32 – Recent shifts in how credit unions approach executive compensation and continuity planning. 08:12 – How executive benefits fit into overall talent recruitment strategies. 10:25 – A well-structured executive benefits plan as a key to succession success. 13:20 – Challenges credit unions face when implementing executive benefits packages. 16:14 – How TriscendNP helps credit unions create effective benefits strategies. 18:58 – “Credit unions aren’t built the same, and benefits plans shouldn’t be either.” 21:15 – Weighing short-term affordability against long-term impact. 23:14 – Guiding boards through compensation conversations and building confidence in their decisions. 25:32 – Emerging risks and trends to watch in executive benefits. 27:05 – Advice for credit unions considering a change to their benefits strategy. 28:42 – Final thoughts for credit union leaders.

31 min
OCT 6

Tough Losses: Five Fraud Trends Every CU Must Watch

On this episode of The Allied Angle, Zach Douglass, Director of Bond & Risk Management at Allied Solutions, joins the show to talk about the five loss trends hitting credit unions now. We cover what’s shifted in the last 6–12 months, early warning indicators, fast-acting controls, and the 30–60 day moves that actually reduce exposure. 00:35 Get to know Zach. 03:16 Top 5 loss trends: high frequency vs. high severity, and what’s changed in the past year. 05:22 The two leading indicators teams should monitor to spot trouble early. 07:48 Spotting new account fraud: controls that cut losses fast without hurting the member experience. 10:51 The account takeover paths driving the biggest losses, and the events that help you spot them. 15:08 Where plastic card fraud losses are concentrating now. 18:07 The tech innovations most likely to reduce check fraud. 20:44 Two key steps to help prevent ATM and ITM attacks. 23:06 Frontline training: the checkpoints that stop the most losses. 25:51 The most important takeaway for credit union CEOs.

27 min
SEP 9

Lender Lifeline: Recovery Strategies with Millennium

In this episode of The Allied Angle, Jeff Marsh, President at Millennium Capital and Recovery Corporation, joins the show to talk about the evolving world of asset recovery. Jeff discusses how lenders can navigate today’s challenges in skip tracing and repossession, the role of technology and compliance, and how Millennium’s award-winning approach helps clients recover assets with transparency and efficiency. Learn more about Millennium at https://nationwiderecoverymanagers.com/ This podcast is sponsored by Millennium Capital and Recovery Corporation. In this episode: 00:55 Get to know Jeff. 03:01 The evolution of the asset recovery industry over the past decade. 05:17 Key challenges for lenders in today’s recovery environment. 06:20 How is the current economic climate influencing skip tracing and repossession volumes? 07:34 Top compliance risks lenders must manage 09:55 How Millennium helps clients maintain a careful balance in borrower communications. 13:06 Effective technologies for optimizing skip tracing 14:30 Balancing AI and automation without sacrificing human oversight at Millennium. 16:41 What is TRACKR and how does it provide real-time data and visibility to lenders. 17:21 The trends shaping the future of asset recovery. 19:40 Final advice for lenders wanting to optimize their recovery strategy.

23 min
AUG 28

Cybersecurity Culture in FIs: Training, Trust, and Technology

How effective is your security awareness training? In this episode of The Allied Angle, Josh Gideon, author and Director, Cyber Risk Management at Allied, joins us to unpack what most financial institutions get wrong about awareness programs and what to do instead. Drawing on decades of experience and research, Josh shares why traditional training falls short, how psychological safety and human behavior play a critical role, and what smaller credit unions and banks can do right now to strengthen their defenses. View Josh's latest book, Don't Forget the Humans, here. In this episode: 00:34 Get to know Josh 03:13 Defining security awareness and what prompted your strategy shift 06:20 How research shaped your cybersecurity approach (and practical takeaways for credit unions) 10:22 “Awareness should be more like a drill than a document.” 13:55 Supporting financial services employees at higher risk 16:42 Building a culture of psychological safety where employees aren’t afraid to make mistakes. 18:35 Security champions: their role in fostering awareness and accountability 21:48 Practical advice for smaller credit unions building a people-first strategy 23:47 One misconception about security awareness in financial institutions you’d like to change

25 min
AUG 26

Gen Z Unfiltered: What Credit Unions Need to Hear–Now

In this special Intern Edition of The Allied Angle, we hand the mic to three members of Gen Z — and Allied’s summer internship program — for an honest, unfiltered, and deeply human conversation about how their generation is navigating life, money, and digital fatigue. Tune in as Kira Right, Alli Johnson, and Eli VanHaaren share their perspectives on what Gen Z needs from financial institutions, how credit unions are missing the mark, and what it’ll take to earn their trust — and their business. 00:54 Get to know Kira, Eli, and Alli. 05:47 Who is Gen Z? 06:50 Why Gen Z is so misunderstood, and what do people often get wrong. 09:51 The pressures Gen Z faces and how they differ from those of older generations. 14:55 The financial institution you use and why you chose it. 19:53 Steps credit unions should take to stay relevant to Gen Z. 24:15 What credit unions can do to help ease Gen Z’s financial stress. 28:06 How credit unions can show up in a more human, intentional way. 30:47 Final advice: How credit unions can better connect with Gen Z.

34 min
AUG 13

Client Voices: Focus on the Member

Allied Solutions’ Nikki Warner sits down with Jeff Kennedy, David Tuyo, and Steve O’Connell to explore strategies for attracting and engaging Gen Z members. From digital-first experiences to employee-driven community impact, and from authentic storytelling to trusted partnerships, these leaders share how they’re evolving to meet changing member expectations — without losing sight of the credit union promise. In this episode: 00:00 – Introduction 00:46 – The Gen Z Challenge 01:21 – Designing the Digital Experience 02:05 – Digital-First vs. High-Touch 03:09 – Telling Your Story in Real Time 03:29 – Community Involvement That Resonates 04:31 – Using Interns as Gen Z Focus Groups 05:24 – The Credit Union Promise 06:40 – Closing the Generational Gap 07:16 – Partnering for Digital Innovation 08:37 – Meeting Gen Z’s Speed Expectations 09:27 – What Makes a Trusted Partner

11 min
AUG 11

Rewarding Relationships: Member-Centric Innovation with Kasasa

In this episode, Gabe Krajicek from Kasasa joins us to share how community-based financial institutions can grow, stay relevant, and keep a local-first mindset—no matter their size. We cover game-changing products like the Take-Back Loan, ways to boost engagement with innovative checking accounts, and how thoughtful product design can provide stability in uncertain times. Plus, Gabe offers practical advice for proving ROI and rethinking deposit and lending strategies in a shifting market. Learn more about Kasasa at https://www.kasasa.com/. This podcast is sponsored by Kasasa. 00:45 Get to know Gabe. 03:07 How Kasasa's partnerships with community-based FIs support growth and relevance. 06:56 Maintaining a local-first mindset while managing a large network. 09:58 Kasasa's Take-Back loan: A game changer for both borrowers and lenders. 15:41 How thoughtful product design can provide stability during financial stress. 16:53 Using checking products to boost engagement and stand out from competitors. 22:27 Helping institutions stay relevant as consumer behaviors continue to evolve. 24:33 The pressure to prove ROI with new product strategies and digital experiences. 26:20 Final advice to FIs who might be rethinking their deposit and lending strategy.

29 min
JUL 16

Client Voices: Auto Finance Risks

In this episode of Client Voices, we explore the rising risks and evolving realities of auto lending in today’s credit union landscape. Joined by Dona Svehla (GTE Financial), Jose Iregui (CUautoFi), and Allied Solutions’ Jack Imes and Anne Holtzman, the conversation dives deep into: 🚗 The impact of extended loan terms and declining vehicle values 📉 Managing rising delinquencies and record-high deficiency balances 📲 Why digital transformation is critical for collections and member outreach ⚖️ Balancing compliance with compassion—and knowing when to draw the line 🤝 How strategic partnerships can strengthen resilience and recovery efforts If your institution is navigating auto loan stress, tightening margins, or regulatory ambiguity, this episode delivers practical insight straight from the front lines.

11 min

5

out of 5

5 Ratings

From digital transformation to compliance (and more), get an inside look at the latest market trends and industry insights to help your financial institution grow its revenue, protect its business and customers, and evolve to stay ahead of the competition.

Creator

Allied Solutions
Years Active

2023 - 2025
Episodes

39
Rating

Clean
Copyright

© Copyright 2023 All rights reserved.
Show Website

The Allied Angle