Banking on Experience powered by CRMNEXT

Jonathan Taylor & Joshua Barclay
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Banking on Experience powered by CRMNEXT

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.

  1. Do You Really Own Your Digital Transformation?

    HACE 4 DÍAS

    Do You Really Own Your Digital Transformation?

    Digital transformation isn’t just a buzzword—it’s a survival strategy.  But here’s the catch: 70-80% of digital transformation projects fail.  Why? Because many credit unions and banks unknowingly rent their digital future from vendors, leaving them trapped by hidden fees, outdated systems, and lack of control. In this episode of Banking on Experience, we sit down with Dylan Shaver, Chief Revenue Officer at TreXis, to uncover the truth about digital transformation.  Dylan shares why owning your digital infrastructure is the only way to truly innovate and how TreXis is helping financial institutions escape the endless cycle of vendor lock-in. You’ll hear about: The “build-to-own” approach that can save millions in licensing fees. The three foundational steps to a successful digital transformation. Why real-time data is no longer a luxury—it’s a necessity. Brutally honest insights every leader needs to hear before embarking on a digital transformation journey. Ready to break free from outdated tech and reclaim your digital destiny? Get ready for a timely episode of Banking on Experience, hosted by Joshua Barclay.

    33 min
  2. The Global Mission to Advance Credit Union Growth

    26 SEPT

    The Global Mission to Advance Credit Union Growth

    Credit unions are making waves not just locally, but globally!  The need for people helping people extends far beyond U.S. borders, and we’re about to take you on a journey that will expand your understanding of just how impactful this movement is. In the latest episode of Banking on Experience, we had the pleasure of speaking with Mike Reuter, CEO of the Worldwide Foundation for Credit Unions.  From supporting disaster recovery efforts to driving financial inclusion across the globe, Mike shares eye-opening stories and highlights how credit unions are helping communities thrive across the world. Want to know how we can bridge the digital gap and bring financial inclusion to underserved communities? Or how technology and cooperation are uniting credit unions worldwide?  Mike’s insights will leave you both inspired and energized about the future of this movement.

    27 min
  3. How Small Credit Unions Can Find Their Competitive Advantages

    22 AGO

    How Small Credit Unions Can Find Their Competitive Advantages

    Think small credit unions can't thrive in a post-pandemic economy? Think again. If you believe they can't be at the forefront of innovation, it's time to reconsider. In this episode, we're joined by Jed Meyer, CEO of St. Cloud Financial Credit Union, who is rewriting the playbook for small-to-midsize credit unions.  Jed is challenging the status quo, growing, and innovating at a rapid pace—all while making no excuses and staying laser-focused on the core mission of the credit union movement: serving members and making a meaningful impact on the community. Get ready to dive deep into the strategies and mindset that have propelled St. Cloud Financial Credit Union to new heights. Discover how Jed Meyer's leadership is turning conventional wisdom on its head and positioning his credit union as a leader in both growth and innovation.

    39 min
  4. Navigating CDFI Changes: Shirley Senn’s Timely Advice

    5 AGO

    Navigating CDFI Changes: Shirley Senn’s Timely Advice

    Are you struggling with the complexities of getting crucial certifications and grants for your credit union?  We’re excited to welcome Shirley Senn, Chief Consulting Officer for CU Strategic Planning, a key figure in the credit union movement. With a passion for saving small credit unions and serving the underserved, Shirley has dedicated her career to helping financial institutions thrive. In this episode, Shirley shares her deep insights and expert advice on navigating the intricate world of certifications and grants. With a tremendous amount of change in the CDFI space over the last few years, many institutions are at risk of losing their hard-earned designations.  Shirley will address these challenges and provide the most important advice for credit unions striving to obtain their certification and strategies to preserve it.

    43 min
  5. Tackling Healthcare Costs: CU Healthcare PayCard & VyStar Credit Union

    11 JUN

    Tackling Healthcare Costs: CU Healthcare PayCard & VyStar Credit Union

    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.

    31 min
  6. Leveraging AI for Credit Union and Banking Growth: More Than ChatGPT

    22 ABR

    Leveraging AI for Credit Union and Banking Growth: More Than ChatGPT

    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.

    35 min
  7. High Finance: How Credit Unions Can Lead the Cannabis Banking Charge

    21 MAR

    High Finance: How Credit Unions Can Lead the Cannabis Banking Charge

    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.

    38 min
  8. Overcoming Core Challenges: How Credit Unions & Banks can innovate despite their Legacy Systems

    7 MAR

    Overcoming Core Challenges: How Credit Unions & Banks can innovate despite their Legacy Systems

    Is legacy technology stifling innovation at your bank or credit union? In this transformative episode of the Banking on Experience Podcast, we delve into the heart of technological stagnation that plagues many financial institutions. Join us as we engage with the minds behind Janusea, the company at the forefront of breaking down the barriers imposed by outdated core systems. Kyle Stutzman, CEO and Co-founder of Janusea, along with Masako Long, VP of Sales, share their expert insights and the visionary blueprint they’ve developed to revolutionize the financial technology landscape. This episode is more than just a discussion; it’s a deep dive into the specific challenges of integrating with legacy systems and how to navigate these with strategic finesse and innovative thinking. Discover the tactical steps, from initial assessment to execution, and the crucial strategic partnerships that make integrating cutting-edge fintech solutions not just a possibility, but a streamlined process. Kyle and Masako illuminate the path towards transforming your institution into a more interconnected, efficient, and customer-centric entity. This episode was a revelation. It answered the long-standing question of why connecting with legacy systems can feel as daunting as hacking into Area 51—and, more importantly, it showed that it doesn't have to be this way.  This dialogue is a must-listen for any financial professional determined to move past the hurdles of legacy systems and steer their institution towards a future of technological empowerment and innovation. Don't let legacy technology dictate your institution's future. Tune in to discover how to turn these challenges into opportunities for growth and technological renewal.

    28 min
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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.

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