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All Episodes

Banking on Experience powered by BUSINESSNEXT — 162 episodes

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Title
1

What It Actually Takes to Turn New Members into Real Financial Relationships

2

What Matters Most for Credit Unions in 2026

3

Better Risk Management starts With Unified Data

4

Building Teams That Scale: Beyond The Tech Stack

5

Inside Jack Henry's Ambitious Strategy to Modernize The Core

6

Breaking Down Banking Silos: The Highway To Unified Data

7

AI Without Fear: The Compliance Playbook for Credit Unions

8

Survival of the Data-Fittest: Win the Retention Race in Modern Banking

9

Why Bank of Idaho Bet Big on Acquisition – A Candid Talk with CEO Jeff Newgard

10

The Real-Time Payments Fraud Dilemma: Why Faster Transactions Mean Bigger Risks

11

Turning Data into Dollars: Smarter Segmentation, Better Marketing for Banks & Credit Unions

12

Why 44% of Accounts Go Inactive in Year One—and How to Fix It

13

The 2025 Marketing Playbook for Banks & Credit Union

14

Do You Really Own Your Digital Transformation?

15

The Global Mission to Advance Credit Union Growth

16

How Small Credit Unions Can Find Their Competitive Advantages

17

Navigating CDFI Changes: Shirley Senn's Timely Advice

18

Tackling Healthcare Costs: CU Healthcare PayCard & VyStar Credit Union

19

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

20

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

21

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

22

Redefining Growth: M&A Insights for Forward-Thinking Credit Unions

23

Future-Proof Your Credit Union: MSU Federal Credit Union's Innovation Blueprint Revealed

24

Insider Secrets Revealed: Navigating the 2024 Consumer Lending Landscape

25

AI Simplified: Real-world Tactics for transforming your financial workflow today

26

The Small Credit Union That Rose from the Ashes and Beat the Odds

27

Ronaldo Hardy Unveils His Timeless Leadership Principles

28

Auto Market Trends & Indirect Lending Tips: What Every CU Needs to Know

29

Unveiling the New World Banking Order: How to adapt to the New Lending Landscape

30

Let's Talk Marketing: How To Do More With Less

31

Unlock CU growth right now: How to expand your field of membership with data strategy

32

Revolutionizing the Credit Union Call Center: How to go from a service to sales model

33

Innovation or Extinction: How Credit Unions Can leap into the fintech era with ease

34

Navigating the Insurance Crisis: How Banks and Credit Unions Can Overcome Soaring Costs and Secure Their Future

35

Most Data Transformation Projects Fail: Here's how to do them right

36

CU Joe's Marketing Masterclass: Unearthing Golden Opportunities

37

Liquidity Crisis 2023 and Actionable Solutions

38

People Helping People?: A CU Mantra Check-Up

39

Taylor-Made: Filene's Latest Breakthroughs For Credit Union Success

40

The Crypto Cart: How The CU Collaborative Approach Grew the Best Apples In the Bunch

41

Hauptman on Capital Hill: A "Fireside Chat" From the NCUA Vice Chair

42

A "Bit" From the Other Side: Bitcoin NOW And Why Cryptocurrency is far from over

43

Curql of Trust: How the Fintech CUSO Factory is Expanding in 2023 to Make Room for You

44

Hedging Your Fintech Bets: A CUSO's Fintech Investment Journey.

45

Marketing Mouthy: Podcasts, Bundling Media Buys & Working Smarter from the Outside-In.

46

The Data "Ark": Will CECL SAVE or SINK CUs

47

The Gravity of GAP: Is the Sky Falling or is that just your Car?

48

How can Credit Unions regain their competitive advantage over banks?

49

CURQL Wonka and the CUSO Factory: Jim Ryan has your Golden Ticket.

50

Episode 113: The "CU That Could"

51

Episode 112: The Woman Behind the Insurance CUSO Curtain: Melanie Munsey

52

Episode 111: Playing big and truly serving your community as a small CU

53

Episode 110: An under-the-hood look at student loans and how to help

54

Episode 109: How your brand and PR work in unison

55

Episode 108: Addressing fear around lending + why experience matters more than ever

56

Episode 107: Creating high trust in a high-tech world

57

Ep 5, CU Changemakers: Women On Work- LeAnn Case

58

Episode 105: Focusing more on capital investments

59

Episode 104: How to best create innovation in your FI

60

Episode 103: Customer Servicing in the lending and financial services world

61

Ep 4, CU Changemakers: Women On Work- Brandi Stankovic & Susan Mitchell

62

Episode 101: Rethinking Capitalism in Today's Credit Union World

63

Episode 100: Creating goosebump moments at your CU

64

Episode 99: Digital Experience + Your FI

65

Episode 98: How iQ CU built a world-class sales culture

66

Ep 3, CU Changemakers: Women On Work - Anne Legg

67

Episode 96: Reaching the K-12 Audience & Growing the CU Movement

68

Episode 95: Leveraging Data at Your CU

69

Episode 94: A Chat with Dan Daggett

70

Ep 2, CU Changemakers: Women On Work - Kim Daigle

71

Episode 92: Bringing Greater Innovation to Member Servicing

72

Episode 91: Member Servicing in a Dynamic World

73

Episode 90: Turning Your Networking Into a Community-Building Exercise

74

Ep 1, CU Changemakers: Women On Work - The Who, What, Why

75

Episode 88: America's CU Museum + Intro to CU Change Makers

76

Episode 87: More Efficient Lending in 2022

77

Episode 86: The Bridge Between Brand and Experience

78

Episode 85: Inclusion, Innovation, and the Future of CUs

79

Episode 84: CUSOs, Credit Unions, and the Power of Connection

80

Episode 83: A Fresh Look at GRC + Your CU

81

Episode 82: How your CU Can Avoid Mergers and Acquisitions

82

Episode 81: Leadership Lenses: Your FI and a Fresh Look at Leading

83

Episode 80: Financial Inclusion Week

84

Episode 79: The CUInsight Story: a Chat with Randall Smith

85

Episode 78: In Their Shoes: Meeting Members Needs on Their Terms

86

Episode 77: DEI and Your CU: Breaking Down Barriers

87

Episode 76: As Leaders, How to Focus on Mental Health

88

Episode 75: The Future of Mortgage and Lending: How to Improve the Tech Gap

89

Episode 74: Collaboration: The Key to Credit Union Success

90

Episode 73: Survival of the CU: Adapting Your Member Experience in a Changing World

91

Episode 72: More than Just Talk: Creating a Culture that Counts

92

Episode 71: Embracing a "Flawsome" Culture at Your FI

93

Episode 70: The "Unscripted Happy Hour" & short-term lending: a chat with Juan Fernández Ceballos

94

Episode 69: If you Build it, They will Come: Financial Education and DEI in Today's World

95

Episode 68: Prepare Now: Preserving Your Assets and Possessions

96

Episode 67: RIP Command-and-Control Leadership

97

Episode 66: Humanity at the Helm: Your Culture in a Digital World

98

Episode 65: The Necessity of Omni-channel Nurturing

99

Episode 64: FI's & the latest, greatest new word: Figital

100

Episode 63: Serving the Underserved: How your FI can Make a Difference

101

Episode 62: Let them lead: clearing a path for young FI professionals

102

Episode 61: More we, less me: the Power of Cohesive Leadership

103

Episode 60: Going Up Against the Big Guys: Digital Marketing for Credit Unions

104

Episode 59: Know Your Numbers to Work Smarter, Not Harder

105

Episode 58: What's It Like To Be Growth-Focused?

106

Episode 57: Blowing up the Silos of Digital Strategy

107

Episode 56: How to Share Your FI's Unfiltered Story

108

Episode 55: Humanize Your Staff: Digital Marketing Strategy for FIs

109

Episode 54: How to Use Predictive Analytics to Make Better Decisions

110

Episode 53: Why Tech Will Never Fully Replace Humans

111

Episode 52: 2 Hindrances to Financial Planning & Education

112

Episode 51: Becoming a Trusted Brand in Your Community

113

Episode 50: Creating a Positive Compliance Culture

114

Episode 49: Technology, Process, & Innovation: Why FIs Are Lagging

115

Episode 48: True Omnichannel Creates a 360° Customer View

116

Episode 47: Your Cash Flow Secret Weapon: Charged Off Accounts

117

Episode 46: Developing the Next Generation of Leaders

118

Episode 45: How Underwriting Could Improve the Affordable Housing Crisis

119

Episode 44: How Alternative Data Helps the Credit Invisible

120

Episode 43: Better, Not Bigger: Building Future Credit Unions

121

Episode 42: Deliver on Experience, Drive Growth

122

Episode 41: This Is Us: CRM, Plain and Simple

123

Episode 40: How CX Can Make Your Business More Human

124

Episode 39: Banking Isn't Transactional — It's Emotional

125

Episode 37: How to educate financial wellness in a contactless world with Anna Baskin and Wendy Beswick at Service Credit Union

126

Episode 36: Right on the Money 1st Place Submission State Employee FCU Building Culture with Harold Dixon

127

Episode 35: How leaders can make an impact with their employees with Katie Nehl at First Community Credit Union

128

Episode 34: Why your marketing strategy might be failing you with Amanda Thomas at Twoscore

129

Episode 33: Journey Mapping Your Member Experience with Annette Franz

130

Episode 32: How FIs can foster growth and acquisition in marketing with Nicky Senyard at Fintel Connect

131

Episode 31: What 80's music can teach us about engaging with our members with Cynthia Kolko at Summit Federal Credit Union

132

Episode 30: How to help people grow with Nanci Wilson at University FCU

133

Episode 29: How FI's can Lead Digital Disruption with Jim Perry

134

Episode 28: Why multi-channel communication is so important for members with Charles Peterson at Allied Solutions

135

Episode 27: Why diversifying your language skills can help growth Luis Valdez-Jimenez at 360 Federal Credit Union

136

Episode 26: How FIs can give employees new meaning and improve morale with a WFH environment with Jill Nowacki at Humanidei

137

Episode 25: How your Sales Approach is Earning you a Throat Punch. Don't Pitch-Slap People with Amy Downs CEO of Allegiance Credit Union

138

Episode 23: How the Member Experience will and has Changed with Britney Bailey Excel FCU

139

Episode 24: How credit unions can bring diversity to life with Michael Murdoch Wauna CU

140

Episode 22: Why text should be in your communication preferences for your members with Brittany Farb Gruber at Eltropy

141

Episode 22: Why text should be in your communication preferences for your members.

142

Episode 21: The art of telling your credit union story with Lorraine Ranalli

143

Episode 20: Banking on a Winning Data Strategy with CIO Joey Rudisill

144

Episode 19: Transforming Banks and Credit Unions through Digital Growth with James Robert Lay

145

Episode 18: How to create a culture of volunteerism at work with Josh Fryday

146

Episode 17: Building your Customer Experience From the Top Down with Nate Brown

147

Episode 16: Breaking Barriers as an African American Woman Managing Director on Wall Street with Grace Vandercruze

148

Episode 15: What do you do if you suspect a coworker or employee is struggling with addiction?

149

Episode 14: GenZ: How to talk about finance in a way they can relate to with Bolun Li Zogo Finance

150

Episode 13: How the gaming and banking world come together

151

Episode 12: Checklist for Effective CRM Implementation

152

Episode 11: Crusading for CUs: Pro-tips from a Chief People & Strategy Officer at Canvas Credit Union

153

Episode 10: The Future of Branches: Not Waiting for People to Come in the Door

154

Episode 9: Member Service is not what you think it is with Jeannie Walters

155

Episode 8: Future of Work Static and Stagnant Management of Customer Data is Gone

156

Episode 7: Star Wars - Lessons from the Most Successful Film Merchandising Franchise

157

Episode 6: Will banks rush to digitization post-pandemic?

158

Episode 5: Delivering on Brand Promise in Trying Times

159

Episode 3: Future of Work: The Change of Customer Expectations

160

Episode 4: Tips from a Tech CEO and Serial Entrepreneur

161

Episode 2: Lasting impact of COVID19 on Medicine

162

Episode 1: Banking on Experience Intro