Counting Change

Ascent
  • ٥٫٠ (١)
  • الأعمال
  • يتم التحديث كل أسبوعين
Counting Change

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!

  1. ١٠ جمادى الأولى

    How Community Banks are Adapting to Change with DJ Seeterlin

    In this episode of Counting Change, hosts ⁠⁠⁠⁠⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠⁠⁠⁠⁠ are joined by DJ Seeterlin, Chief Innovation & Strategy Officer of Chesapeake Bank. DJ discusses the vital role of innovation in community banking. The episode explores the key innovations that have emerged in recent years, and how community banks can leverage technology to enhance customer experience and serve underserved populations. The conversation also delves into future trends in banking, including the impact of instant payments and open banking, and emphasizes the importance of customer feedback in driving innovation. This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service.

    ٣٠ من الدقائق

  2. ٢٦ ربيع الآخر

    The Perceived Lack of Innovation in Core Banking with Santo Cannone

    In this episode of Counting Change, hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠⁠Santo Cannone⁠⁠, a board chair at Tampa Bay Wave and a board member and strategic advisor for several firms. Santo discusses core banking and the perceived lack of innovation in it. He explores the functions of core banking systems, the barriers to innovation created by outdated systems, and the hesitancy of institutions to modernize or replace them. Lastly, Santo also touches on the role of technology trends, such as AI and open banking, in shaping the future of core providers. ⁠Counting Change⁠ is hosted and ran by employees of ⁠Ascent Platform⁠. About Ascent (Bank Version) Ascent is the next-generation platform that provides financial institutions with the ability to streamline any and all product applications and forms without disrupting existing systems and processes. Ascent replaces the patchwork of full-stack product applications, static web forms, and PDFs with intelligent applications and forms featuring prefilled data, optional pre-screening rules and logic, and collaborative document collection. Most importantly, the platform learns from every interaction, and uses those learnings to make subsequent experiences more contextual, with fewer questions for the customer and less work for the banker. Using Ascent’s no-code builder, institutions can rapidly configure and deploy beautiful bespoke applications and forms at their own pace. For more information, please visit ⁠ascentplatform.io⁠.

    ٢٨ من الدقائق

  3. ١٢ ربيع الآخر

    The Fragmentation of Supply Chains in Financial Services with Sarah Howell

    In this episode of Counting Change, hosts ⁠⁠⁠⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠⁠⁠⁠ are joined by Sarah Howell, Senior Director of Digital Partnerships at Visa. Sarah discusses the supply chain of financial services and its significance in the banking industry. She explains that the traditional supply chain in financial services is owned by banks, but with the emergence of fintechs and prepaid cards, the supply chain has become more fragmented. The conversation also touches on the challenges of data fragmentation and the potential of AI in streamlining the supply chain. Lastly, Sarah explores the challenges of managing risk in the financial services supply chain, with a focus on data ownership and governance. This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service.

    ٣٥ من الدقائق

  4. ٢٨ ربيع الأول

    Innovation for Efficiency with Joseph Mancini

    In this episode of Counting Change, hosts ⁠⁠⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠⁠⁠ are joined by Joseph Mancini, Chief Operating Officer at BankProv. Joseph discusses how innovation can boost efficiency whilst preserving customer experience. The challenges financial institutions face in balancing innovation and customer service, recent innovations in the financial services industry, and the importance of involving customers in the innovation process is also explored. Lastly, Joseph discussed future trends in the industry, including embedded finance, API banking, AI, and real-time payments. This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service. About BankProv BankProv is a subsidiary of Provident Bancorp, Inc. (NASDAQ: PVBC). BankProv is a full-service commercial bank headquartered in Massachusetts. With retail branches in the Seacoast Region of Northeastern Massachusetts and New Hampshire, as well as commercial banking offices in the Manchester/Concord market in Central New Hampshire, BankProv delivers a unique combination of traditional banking services and innovative financial solutions to its markets. Founded in Amesbury, Massachusetts in 1828, BankProv holds the honor of being the 10th oldest bank in the nation. The Bank insures 100% of deposits through a combination of insurance provided by the Federal Deposit Insurance Corporation (FDIC) and the Depositors Insurance Fund (DIF). For more information, visit bankprov.com.

    ٢٧ من الدقائق

  5. ٢١ ربيع الأول · إضافة

    Bonus: State of the Rate with Robert Davis

    In this special bonus episode of Counting Change, hosts ⁠⁠⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠⁠⁠ are joined by Robert Davis, President and CEO of The Bridge Companies LLC and also one of Ascent's advisors. With the Federal Open Market Committee decisions happening during recording, Counting Change delves into what the impact on the mortgage lending industry could be. The conversation covers Robert's extensive background in finance, the role of the Federal Open Market Committee in setting interest rates, and how technology is transforming the lending landscape. They explore the implications of real-time data on customer monitoring and the potential for loan consolidation as interest rates fluctuate. This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service.

    ٢٧ من الدقائق

  6. ١٤ ربيع الأول

    The Pros and Cons of FI Consolidation with Elizabeth Osborne

    In this episode of Counting Change, hosts ⁠⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠⁠ are joined by Elizabeth Osborne, Chief Operations Officer at Great Lakes Credit Union. Elizabeth discusses the pros and cons of FI consolidations. The conversation dives into the motivations behind consolidation, the cultural differences between institutions, the pain points of consolidation, and strategies for successful integration. Elizabeth also explores the importance of member experience during credit union consolidation and the challenges and opportunities it presents. This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service.

    ٣٥ من الدقائق

  7. ٣٠ صفر

    The Importance of Collaboration with CUs and Fintechs with Melissa Pomeroy

    In this episode of Counting Change, hosts ⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠ and ⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠ are joined by Melissa Pomeroy, EVP, Chief Operating Officer at Cooperative Credit Union Association. Melissa discusses the importance of collaboration between credit unions (CUs) and fintechs. The conversation dives into the benefits of collaboration for both CUs and fintechs, the challenges of breaking into the credit union industry, and the need for cultural alignment between the two. Melissa also explores the future of collaboration and the role of fintechs in solving the biggest problems faced by credit unions. This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service.

    ٣٤ من الدقائق

  8. ١٦ صفر

    The Evolving Audit Process: The Impact of Technology on Preparation with Rob Johnson

    In this episode of Counting Change, hosts ⁠⁠⁠Arjun Sahgal⁠⁠⁠ and ⁠⁠⁠Rachel Reid⁠⁠⁠ are joined by Rob Johnson, Chief Audit Officer at MSU Federal Credit Union Rob shares insights on how the audit process has transformed over the years, particularly with the integration of technology, and discusses the importance of maintaining a balance between regulatory compliance and innovation. The conversation delves into the nuances of internal auditing, the challenges auditors face in today's rapidly changing environment, and the cultural shifts required to embrace new technologies. Rob also opens up about his journey into the credit union space, his passion for the outdoors, and how these experiences shape his approach to auditing. This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service.

    ٣٠ من الدقائق
مشاهدة الكل (٢٢)

حول

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!

المعلومات

  • صناع العمل
    Ascent
  • سنوات النشاط
    ١٤٤٥ هـ
  • الحلقات
    ٢٢
  • التقييم
    فاضح
  • حقوق النشر
    © Ascent
  • موقع البرنامج على الويب
    Counting Change

للاستماع إلى حلقات ذات محتوى فاضح، قم بتسجيل الدخول.

اطلع على آخر مستجدات هذا البرنامج

قم بتسجيل الدخول أو التسجيل لمتابعة البرامج وحفظ الحلقات والحصول على آخر التحديثات.
تحديد بلد أو منطقة

أفريقيا والشرق الأوسط، والهند

آسيا والمحيط الهادئ

أوروبا

أمريكا اللاتينية والكاريبي

الولايات المتحدة وكندا