FIsionaries copertina

FIsionaries

FIsionaries

Di: Evergreen Podcasts
Ascolta gratuitamente

3 mesi a soli 0,99 €/mese

Dopo 3 mesi, 9,99 €/mese. Si applicano termini e condizioni.

A proposito di questo titolo

 The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders. Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digital banking game.Copyright 2023 Evergreen Podcasts Economia
Episodi
  • How OnPath Credit Union Turned a Merger into a Digital Growth Engine

    How OnPath Credit Union Turned a Merger into a Digital Growth Engine
    Jan 13 2026
    Most credit union mergers promise transformation. Few deliver it. Jared Freeman, CEO of OnPath Credit Union, turned a merger with Louisiana Federal Credit Union into something rare: an actual catalyst for change. While other institutions get bogged down in integration challenges, OnPath accelerated innovation, reimagined their digital experience, and scaled personalized service across a growing membership. This isn't a story about technology adoption or digital buzzwords. It's about using a moment of complexity to build something better. A credit union that combines the reach of scale with the intimacy of community banking. In this conversation, Jared shares how OnPath leveraged data to deepen member relationships, chose technology partnerships that aligned with their vision, and kept teams inspired through major organizational change. More importantly, he reveals the specific decisions and principles that allowed them to move fast when most institutions freeze. For credit union leaders wrestling with growth, digital expectations, and maintaining culture through change, this episode offers a blueprint grounded in execution, not aspiration.
    Mostra di più Mostra meno
    36 min
  • From Data to Delight: Building an Exceptional CX Journey

    From Data to Delight: Building an Exceptional CX Journey
    Sep 17 2025
    Right now, the greatest threat to banking isn’t fintechs or big tech—it’s member indifference. If your experience doesn’t engage, your members will quietly drift away. Your members don’t compare you to the credit union down the street. They compare you to Amazon, Netflix, and Apple. If your experience isn’t as seamless, you’re already behind. For banks and credit unions, falling short means disengagement, lost loyalty, and missed growth in a marketplace where switching has never been easier. On this episode of FIsionaries, I sit down with Jared Barr, Chief Experience Officer at Grow Financial Federal Credit Union, to explore how one institution is meeting this challenge head-on. Over the past eight years, Jared has helped Grow transform its approach to marketing, digital, and member services, culminating in his leadership of the entire customer journey as CXO. This conversation is both a wake-up call and a roadmap: competing on products and pricing is no longer enough. The real differentiator is experience. Jared shares practical strategies to break down silos, modernize engagement, and design journeys that don’t just meet expectations—but create loyalty, advocacy, and long-term growth.
    Mostra di più Mostra meno
    38 min
  • How Trustmark Bank is Combining Human + Digital in Treasury Management

    How Trustmark Bank is Combining Human + Digital in Treasury Management
    Jun 5 2025
    In this episode of the FIsionaries Podcast at Co:lab 2025, Ryan Hill, First Vice President and Product Director of Corporate Treasury Services at Trustmark National Bank, shares how Trustmark balances AI, technological advancement, and meaningful client engagement in commercial banking. Hill discusses the importance of communicating effectively with clients and internal teams, and how Trustmark approaches vendor partnerships to enhance its treasury management capabilities. Finally, Hill shares how Trustmark enhances security, improves client education, and prepares for an AI-driven future while maintaining the consultative approach that defines their business relationships.
    Mostra di più Mostra meno
    32 min
Ancora nessuna recensione