72 episodes

This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.

The Remarkable Credit Union Podcast Pixelspoke

    • Business
    • 4.4 • 10 Ratings

This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.

    Reimagining Financial Education in the Human + Digital Era

    Reimagining Financial Education in the Human + Digital Era

    It's hard to say if credit unions are "winning" when it comes to financial coaching and education. There are certainly a lot of great resources out there, but are they inspiring behavior change? Are members proactively meeting with financial counselors? Are credit unions tracking not just the products their members are consuming, but also progress toward their financial goals?
    For most credit unions, the answers to these questions are not a resounding yes. Evan Siegel, VP of Financial Services AI at eGain, joins us to talk about how credit unions can reimagine their financial education efforts, drawing from what he learned building a financial coaching practice of 200+ bankers at Wells Fargo. Evan shares how AI can support human AND digital financial education, and why the future of credit unions hinges on coaching, guidance, and advice.

    • 40 min
    How a Deposit Account Can Transform an Underserved Community

    How a Deposit Account Can Transform an Underserved Community

    In June of 2020, Netflix announced a $10 million deposit in Hope Credit Union to build economic opportunity in the Black communities that Hope serves. The deposit marked the launch of Hope's Transformational Deposit program, which aims to import $100 million in deposits, allowing both individuals and businesses outside the region to indirectly support a historically underserved population.
    Today we're joined by Kathy Saloy, Senior Vice President of Community & Economic Development of Hope Credit Union, and Rashida Ferdinand, Founder and Executive Director of the Sankofa Community Development Corporation (CDC), to learn more about how they are working to transforming communities by focusing on small businesses, listening to their neighbors, and forging innovative partnerships.

    • 31 min
    Divestment and Climate Justice: An Untapped Opportunity for Credit Unions?

    Divestment and Climate Justice: An Untapped Opportunity for Credit Unions?

    Talk of how to engage Gen Z and Millenials is widespread in the credit union movement, but when it comes to climate change, many credit unions don’t seem to be speaking up. As we hear more and more about divestment from big banks as a strategy for pursuing climate justice, it seems that credit unions could be capitalizing on a significant opportunity.
    Andrew Bogrand, Communications Director for Divest Oregon, believes that our collective future hinges on stakeholders, not shareholders. Given that credit unions have long been champions of stakeholder engagement, can they serve as a convening body for investing in a fossil-free future?

    • 30 min
    How Credit Unions Can Help Members Thrive in a Brave New World

    How Credit Unions Can Help Members Thrive in a Brave New World

    If credit unions ever "go down," it won't be on Denise Wymore's watch. As a speaker, consultant, and current marketing manager of QCash, Denise is a fierce advocate for the credit union movement. But like many advocates, she thinks credit unions could be doing more.
    Denise joins us to address this month's BIG question: What does a “just recovery” look like, and how can credit unions help the communities most impacted by COVID to not only get back on track, but to thrive?
    Denise shares her stories about how cooperatives can win together, why FICO might be the enemy of relationships with our members, and what EMTs can teach us about member service.

    • 36 min
    People Over Products: Lessons on Creating an Exceptional Member Experience

    People Over Products: Lessons on Creating an Exceptional Member Experience

    Last year, credit union members needed more help than ever. Whether they needed help navigating online banking, making a loan payment,  accessing a stimulus check, or applying for a PPP Loan, members were overwhelming call centers and online contact forms in search of guidance and support.
    While credit unions have long prided themselves on building relationships that value people over products, COVID upped the ante for prioritizing member service. Sue Woodard, Chief Customer Officer at Total Expert, joins our podcast this month to tackle this month's BIG question:
    How has COVID impacted member engagement and communication efforts and what new strategies will stick as we return to “normal?”
    Sue shares how to create member journeys that drive engagement, human connection, and a personalized experience... even for indirect members!

    • 35 min
    Medical Debt: The #1 Reason Your Members Go Bankrupt and How Credit Unions Can Help

    Medical Debt: The #1 Reason Your Members Go Bankrupt and How Credit Unions Can Help

    Should credit unions care about medical debt? Can they help alleviate it?
    George Hofheimer, former EVP of Filene, would answer both questions with a resounding YES. He joins us to talk about why medical debt is such a serious threat to credit union members' financial wellness, where the opportunity lies for credit unions, and what he’s learned by bicycling across America to raise awareness around this vital issue.  

    • 29 min

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