TechSolutions4CUs
by John San Filippo, Finopotamus Publisher
Technology is reshaping the credit union movement at an unprecedented pace. From core modernization and digital transformation to AI-powered lending, open banking, and member experience platforms, navigating the vendor landscape has never been more vital—or more complex.TechSolutions4CUs is the premier interview podcast dedicated to bridging the gap between progressive credit unions and the innovative fintechs built to serve them.Produced as part of the Finopotamus media network, TechSolutions4CUs directly supports our core editorial mission: to provide the credit union industry with balanced, insightful, and actionable technology coverage, while creating a collaborative platform where forward-thinking technology providers and credit union leaders can connect, learn, and grow together.WHAT YOU'LL HEAREach episode delivers substantive, high-level conversations with the decision-makers moving the financial services needle:• Credit Union Executives & Innovators: Real-world case studi
Episodes
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The Finovate Difference, with Finovate Host Greg Palmer
Finopotamus is a proud media partner for the Finovate conference series. With FinovateFall in New York just around the corner, we invited the host of the show Greg Palmer into the studio to talk about what makes Finovate different and why credit union technologists should attend this important...
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Your Credit Union’s Comfort Zone May Be Its Graveyard, with Jim Perry
What happens when credit union leaders get too comfortable? They miss the subtle, rapid shifts that are quiet core-disruptors. In this episode of TechSolutions4CUs, host John San Filippo sits down with Jim Perry, Senior Strategist at Market Insights, for a wide-ranging, candid conversation about...
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All Managed Service Providers Are Not Created Equal, with Veritium's Clair Finkenbinder
In this episode of TechSolutions4CUs, host John San Filippo spoke with Clair Finkenbinder, the co-founder and Chief Revenue Officer of Veritium. The conversation focused on how managed service providers (MSPs) operate within the financial sector and how Veritium is disrupting the traditional MSP...
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Commercial Lending 101, with Trevor Haley of IMCU and Andy Ivankovich of Baker Hill
In this episode of TechSolutions4CUs, the official Finopotamus podcast, host and publisher John San Filippo dives into the massive, yet often overlooked, opportunities within commercial lending for credit unions. Joining the conversation are two industry experts: Andy Ivankovich, CEO of Baker…
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From Congressional Testimony to Credit Union Solutions: A Conversation with Elizabeth Osborne
In this episode of TechSolutions4CUs, Finopotamus Publisher John San Filippo sits down with Elizabeth Osborne, the Senior Managing Director of Operations for Jack Henry’s Credit Union Solutions Group. Elizabeth shares her fascinating career trajectory, moving from an aspiring broadcast journalist...
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AI Talk with Tom Church-Adams, Founder of CreditUnionAI News
In this installment of the TechSolutions4CUs podcast, host John San Filippo explores the rapidly shifting landscape of artificial intelligence within the credit union movement. Breaking away from the show’s traditional format of interviewing credit union staff or or their technology partners, San...
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Kinective's Quest for a Unified Banking Operations Platform, with CEO Stephen Baker
In this episode of TechSolutions4CUs, host John San Filippo sits down with Stephen Baker, CEO of Kinective, to pull back the curtain on one of the most aggressive and strategic growth stories in the credit union technology space today. Following a massive year of acquisitions—including Epic…
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Mastering Go-to-Market Strategies, with Angi Milano and Holly Glowaty
In this episode of TechSolutions4CUs, host John San Filippo is joined by Angi Milano and Holly Glowaty, the co-hosts of the GTM Loop podcast. Together, they dive into the critical elements of go-to-market (GTM) strategies, exploring how fintechs can align with the credit union mission and how...
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Introducing CAFÉ (the Center for Accelerating Financial Equity), with Managing Director Kristen Castell
In this episode of TechSolutions4CUs, host John San Filippo welcomes Kristen Castell, Managing Director of CAFÉ (Center for Accelerating Financial Equity), a nonprofit organization. The conversation dives into the origin story of CAFÉ, which was launched two and a half years ago out of a new...
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Grow Your CU by Ignoring 99% of the Market, with Bankjoy's Mike Duncan
Tired of casting a wide net and coming up empty? The secret to revitalizing your credit union might be to start thinking small. In this episode, host John San Filippo sits down with Michael Duncan, CEO and founder of digital banking provider Bankjoy, to discuss the strategy of vertical banking...
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Delivering More Value to SMB Members, with the Co-Founders of Jupid
This episode of the TechSolutions4CUs podcast, hosted by Finopotamus Publisher John San Filippo, features Anna Khalzova and Slava Akulov, the co-founders of Jupid, discussing their white-labeled solution for credit unions looking to serve small business members. The Core Problem and Jupid’s...
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Ian Nock & Kevin Heisser of ArcShift Talk Cloud Repatriation
As part of our ongoing commitment at Finopotamus to cover the tech topics you won't see in other credit union outlets, we're pleased to offer a very important episode of TechSolutions4CUs on a very important topic: cloud repatriation. This episode features cloud repatriation experts Kevin Heisser...
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Alicia Disantis of 38th & Kip Studio Talks Branding and PR
In this episode of TechSolutions4CUs, host John San Filippo welcomes marketing expert Alicia Disantis to discuss foundational marketing strategies for small organizations, including fintechs and credit unions, operating on a shoestring budget. Alicia challenges the "Field of Dreams" mentality,...
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Jason Cain and ShiftMate: Empowering Credit Unions with AI
On this episode of TechSolutions4CUs, we welcome Jason Cain, co-founder and CSO of ShiftMate, to discuss their innovative AI co-pilot for credit unions. Jason shares his unique perspective, born from decades of experience within credit unions and selling fintech solutions, on how ShiftMate...
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Unlocking Unstructured Data: A Conversation with VisionFi's Ronny Chapman
In this episode of Tech Solutions for CUs, host John San Filippo interviews Ronny Chapman about his new company, VisionFI. Chapman explains that VisionFI is not a standalone product but a component that plugs into other solutions like loan origination systems (LOS) or new account opening…
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Smarter SMB Lending, with Alex McLeod of Parlay Finance
On this episode of TechSolutions4CUs, Alex McLeod, CEO of Parlay Finance, discusses how credit unions can enhance their small business lending through Parlay's loan intelligence system. According to McLeod, more and more credit unions are recognizing the opportunities in serving small businesses,...
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TechSolutions4CUs Special! Jack Henry's Lee Wetherington Talks Tech
What started out as a simple interview for a written article ended up becoming a great TechSolutions4CUs episode. Podcast host John San Filippo recently sat down (virtually, of course!) with the ever-insightful Lee Wetherington, Senior Director of Corporate Strategy at Jack Henry. They were...
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Navigating the Digital Frontier with Apiture's Chris Cox
In this episode of TechSolutions4CUs, host John San Filippo talks with Chris Cox from Apiture to explore the evolving landscape of digital banking for credit unions. Chris delves into Apiture's five primary solution sets: Consumer banking services Business banking services Digital account…
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ebankIT's Paul Provenzano Talks SMBs and the Business Banking Opportunity for Credit Unions
In this episode, Paul Provenzano, VP of Market Development at ebankIT, discusses the significant opportunity for credit unions in the Small and Medium-sized Business (SMB) digital banking sector. He notes that many SMBs are currently dissatisfied with their banking technology and are seeking…
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Gamifying Member Onboarding, with Swaystack's Har Rai Khalsa
Har Rai Khalsa, CEO and co-founder of Swaystack, joins TechSolutions4CUs to discuss how his company is tackling the challenge of inactive accounts at credit unions. A surprising number of new accounts go dormant quickly, and Swaystack's gamified onboarding platform aims to keep members engaged…
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SRA Watchtower's Ed Vincent on Taking a Holistic Approach to Risk Management
In this episode of TechSolutions4CUs, Ed Vincent, CEO of SRA Watchtower, discusses the company's evolution from a risk management consulting firm to a SaaS provider. He emphasizes their focus on providing a "holistic" risk management platform, meaning it aggregates data from various sources and...
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UFCU's Chris Turnley Talks (Mostly) Hits and (a Couple of) Misses in Member Experience
In this episode of TechSolutions4CUs, host John San Filippo interviews Chris Turnley, EVP of Member Experience at University Federal Credit Union (UFCU), about his career path and UFCU's approach to member experience. Turnley, with a background in startups and growth-focused businesses,...
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Legend Paul Fiore Talks CU Tech Past, Present and Future
In this episode of TechSolutions4CUs, Finopotamus publisher John San Filippo interviews fintech legend Paul Fiore, tracing his career from the early days of online banking to his current work in wealth management technology. The conversation begins with the founding of Digital Insight, a pivotal...
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AI, Personalization, Data Analytics and Member Growth, with Vertice AI's Mitch Rutledge
The term "big data" is nearly 30 years old. And throughout those 30 years, credit unions have been lectured to, schooled on, and advised about the tremendous treasure trove of data they have locked in their various computer systems. Yet, to this day, turning all this data into actionable...
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Personalization, Member Engagement & Next-Gen Calculators with Appli's Tim Pranger
AI-powered chatbots are great for member self-service, but they "can't sell sh!t." That's according to Appli CEO and co-founder Tim Pranger. This sad state of affairs was the impetus behind the creation of Appli, a suite of smart financial calculators designed to drive member engagement. In this...
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Boost Your Funded Auto Loans, with CU LIFT Fund's Paul Rindone
This episode of TechSolutions4CUs features host John San Filippo interviewing CU Lift Fund's President Paul Rindone about LIFT's FastPass platform, a new solution for credit unions to increase their auto loan volume. Rindone explains that credit unions struggle to compete with dealerships’…
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Algebrik's Pankaj Jain and the Modern, AI-Powered LOS
According to Jain, the primary challenges credit unions face with outdated loan origination systems boil down to three main issues: Integration difficulties Member experience Cost Older systems struggle to integrate with modern application program interfaces (APIs) and services like Plaid, fraud...
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Demystifying Open Banking with Velera's Vlad Jovanovic
Exactly what is open banking? Is it just another pain in your regulatory butt? Is it an existential threat as you watch your precious data flow out the door to destinations you don’t control? Or is it a tremendous opportunity to provide your members with innovative new services that were simply...
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Boost Your Auto Lending with Residual-Based Balloon Loans, Featuring AFG's Tim Kelly
If your credit union makes auto loans, do you offer a fully insured, residual-based, walk-away balloon loan? Do you even know what a fully insured, residual-based, walk-away balloon loan is? If you answered no to either question, this episode of TechSolutions4CUs is for you. In this episode, Auto...
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Check Fraud and Document Alteration with Parascript's Ati Azemoun
It's easy to fool ourselves into thinking the whole world has gone digital. That means it's easy to lose sight of the tremendous impact check and document fraud can have on your credit union. The truth is, check fraud is on the rise. That means credit unions must be more vigilant than ever and...
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Employee-Facing GenAI with Kevin Green of Hapax
If you're trying to boost your GenAI smarts, this is a must-listen episode. First, host John San Filippo and Hapax's Kevin Green take a deep dive into the Hapax platform, a SaaS-based GenAI tool designed to organize any and all information your employees may need to do their jobs. Green claims…
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Innovation & Inclusion in AI Credit Risk Models, with Modelshop's Tom Tobin
For at least a couple of decades, credit unions have been told about the treasure trove of data they’re sitting on. Yet, many still struggle with how to make that data actionable. Now there are more and more rumblings about mixing so-called alternative data into the recipe. That may seem a little...
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All About Small Business Lending with Will Tumulty of Rapid Finance
It’s been estimated that as many as 30% of what appear to be standard retail member accounts are in fact small business accounts in disguise. That’s an amazing figure and it represents only portion of the potential small business opportunity that awaits savvy credit unions. It only makes sense…
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OneClick Away from a Personalized MX, with Amy McGraw and Ben Maxim
Some are old enough to remember when a personalized banking experience was chatting with your favorite MSR as you deposited your paycheck every Friday afternoon. Today, fewer and fewer members are visiting a branch, instead opting for all-digital banking. So how do you create a personalized...
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Talking Tech with Jack Henry's Lee Wetherington
Jack Henry recently published its sixth annual Strategy Benchmark, a survey of bank and credit union CEOs whose institutions run one of Jack Henry's core processing platforms. TechSolutions4CUs host John San Filippo had the opportunity to speak with Jack Henry's Senior Director of Corporate...
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Personalized, Just-in-Time Engagement, with Pulsate CEO Sarah Martin
In the early days of credit union marketing, it was all "spray and pray." Send the same message to everybody and hope for the best. Then we took a giant step forward with target marketing, which allows credit unions to segment their members into smaller groups, and thus target them with more...
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FedNow with Samaha and Associates' Nubia Valenzuela and Sabeh Samaha
If you look at the evolution of payments, it's always been about faster and cheaper. This past July, payments got a lot faster and a lot cheaper when the Fed introduced its FedNow instant payment service. Unlike Zelle, FedNow transactions settle instantly. And unlike RTP, the FedNow service is...
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Strategic Fintech Investing for Credit Unions, with Sara Dolan and Ben Maxim
Over the past three years, Reseda Group has established itself if the premier fintech investment CUSO. Reseda portfolio companies benefit not only from the financial resources the CUSO provides; they enjoy the invaluable experience of seeing their product tested and deployed at Michigan State...
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Digital Sub-Brands: Bankjoy's Michael Duncan
Growing your credit union has long been an exercise in thinking big. Offer as many products and services as possible. Get as big a charter as possible. Cast as wide a net as possible. Today, however, more and more credit unions are growing by thinking smaller, launching all-digital sub-brands...
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Fintech Partnerships: Ami Iceman of MSUFCU and Ben Maxim of Reseda Group
Reseda Group is a wholly owned fintech investment CUSO of Michigan State Federal Credit Union. Reseda only invests in companies/products that are or will be deployed at the credit union. As such, companies that receive a Reseda investment get much more than money; they get the assurance that…
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Digital Business Banking: Kim Capps, COO at Southern Bank
It's not every episode that TechSolutions4CUs gets to chat with someone from a community bank. However, our guest for this episode, Kim Capps of Southern Bank, is so excited about digital banking her her bank's online provider, Apiture, that she was happy to share her insights with our credit…
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Core Processing: Kevin Hall, CIO at WESTconsin Credit Union
The decision to subject your credit union to a core conversion is never an easy one. But sometimes that decision is made for you -- for example, when your core provider announces that the platform you're on is being sunsetted. It may be easier to just migrate to another core from the same…
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Core Processing: Gina Ramos, SVP and COO at Tulare County Federal Credit Union
In this episode of TechSolutions4CUs, host John San Filippo talks with Gina Ramos, SVP and COO at $140 million Tulare County Federal Credit Union, about her credit union's journey to find and deploy a new core data processing platform. Topics include: Why Tulare County FCU decided to go shopping...
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Digital Banking: KayCee Murray, SVP of Information Technology at Numerica Credit Union
In this episode of TechSolutions4CUs, host John San Filippo talks with credit union technology veteran KayCee Murray, SVP of Information Technology at Numerica Credit Union, about Numerica's journey to find and deploy a new digital banking platform. Topics include: Why Numerica decided to go...
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TechSolutions4CUs Preview
In early Q2 of 2023, Finopotamus will be launch it's official podcast, TechSolutions4CUs. It's a one-of-a-kind podcast for a one-of-a-kind industry. In this podcast preview, Finopotamus co-founder and TechSolutions4CUs host John San Filippo explains what the podcast is all about. He fills you in...
About this show
Technology is reshaping the credit union movement at an unprecedented pace. From core modernization and digital transformation to AI-powered lending, open banking, and member experience platforms, navigating the vendor landscape has never been more vital—or more complex.TechSolutions4CUs is the premier interview podcast dedicated to bridging the gap between progressive credit unions and the innovative fintechs built to serve them.Produced as part of the Finopotamus media network, TechSolutions4CUs directly supports our core editorial mission: to provide the credit union industry with balanced, insightful, and actionable technology coverage, while creating a collaborative platform where forward-thinking technology providers and credit union leaders can connect, learn, and grow together.WHAT YOU'LL HEAREach episode delivers substantive, high-level conversations with the decision-makers moving the financial services needle:• Credit Union Executives & Innovators: Real-world case studi
Hosted by
John San Filippo, Finopotamus Publisher
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