エピソード

  • Mountain America's Member-Centric Digital Evolution

    Mountain America's Member-Centric Digital Evolution
    2025/05/29
    In this episode of the FIsionaries Podcast, we're joined by James Hilton, VP of Product Management for Digital Solutions, and Jesse Evenson, Director of Quality and Site Reliability, from Mountain America Credit Union in Salt Lake City. With a legacy of member-focused service primarily through branches, MACU is navigating the challenge of creating "a digital twin" of their acclaimed in-person experience. Hear how this credit union balances security with frictionless service, uses observability to measure member satisfaction, and why they believe anticipatory banking powered by AI will transform the member experience in the future. Our guests also share how traditional institutions can embrace digital transformation without losing their cultural identity.
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    33 分
  • NASA Federal's Formula for Digital Transformation Success

    NASA Federal's Formula for Digital Transformation Success
    2025/05/27
    In this episode of the FIsionaries Podcast from Co:lab 2025, I'm joined by Liam Petraska, Digital Banking Manager at NASA Federal Credit Union. Petraska shares the remarkable story of how the $5.5 billion credit union transformed its member experience from a dated platform with 1.3-star reviews to a modern solution earning 4.8 stars in less than 18 months. He reveals the keys to their success, including strong leadership buy-in, cross-functional collaboration, clear communication strategies, and a culture that embraces continuous evolution. Tune in to discover how NASA Federal approaches vendor selection, manages organizational change, and maintains momentum in the constantly evolving landscape of digital banking.
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    38 分
  • From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union

    From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union
    2025/04/29
    From democratizing data across the organization to creating timely, personalized experiences for their 114,000 members, Chad Gramling, AVP of business intelligence at 3Rivers Federal Credit Union, explains how 3Rivers abandoned the traditional seasonal marketing calendar in favor of always-on, data-driven member engagement. Learn how 3Rivers integrated their business intelligence, marketing, and digital teams to deliver more relevant financial solutions across all channels and why Chad believes financial institutions should "be offended that Credit Karma knows our members better than we do." This conversation reveals practical insights into how even modestly-sized institutions can leverage data to deliver highly personalized engagements.
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    31 分
  • Meaningful Banking Innovation at First Fidelity Bank

    Meaningful Banking Innovation at First Fidelity Bank
    2025/04/24
    With assets of $2.7 billion, First Fidelity Bank has nearly doubled in size since 2017. My conversation with John Symcox, Senior Vice President and Chief Innovation Officer at First Fidelity Bank, explores how smaller financial institutions can innovate at speed and scale, particularly in the underserved treasury management and commercial banking areas. Symcox shares how the COVID-19 crisis permanently shifted his organization's approach to rapid deployment, how they've leveraged fintech partnerships to compete with major institutions, and why their focus on relationships first and technology second has been their formula for success. Discover how this community bank has managed to "punch above its weight" in delivering innovative solutions without sacrificing the human connection that drives its business.
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    32 分
  • How Capital Credit Union Uses Data to Drive Personalized Growth

    How Capital Credit Union Uses Data to Drive Personalized Growth
    2025/01/16
    Financial institutions of all sizes face mounting pressure to deliver personalized experiences that rival tech giants and fintech disruptors. As consumers increasingly expect tailored financial services that anticipate their needs and preferences, credit unions must evolve beyond traditional relationship banking. We’re joined by Steve Zich, Chief Marketing Officer of Capital Credit Union on the FIsionaries podcast. Steve has spearheaded a remarkable transformation in how his institution leverages data to enhance member relationships while maintaining the personal touch that credit unions are known for. We explore Capital’s successful integration of advanced analytics with traditional relationship banking, examining specific opportunities and challenges that organizations can face along their journey.
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    32 分
  • The Power of Member-Driven Innovation at Apple FCU

    The Power of Member-Driven Innovation at Apple FCU
    2024/07/11
    We’re honored to have David Gorham, VP of Digital Solutions, Rebecca Forsberg, Director of Enterprise Application Support and Salinna Reel, Director of Digital Product Operations at Apple FCU on the FIsionaries podcast. They share how a clear focus, incremental implementation and a strong partnership with third-party solution providers is essential for successful digital banking transformation. They also share how using member feedback to build an innovation roadmap and continuously measuring effectiveness of changes implemented limits missteps along the transformation journey.
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    43 分
  • Building a Digital-First Bank to Serve the Needs of Underserved Communities

    Building a Digital-First Bank to Serve the Needs of Underserved Communities
    2024/05/15
    On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Grace Pace from Quontic Bank, headquartered in New York City. Grace will share how Quontic has leveraged a digital first strategy to establish a nationwide presence. In addition, we discuss some of the innovations that have set Quontic Bank apart from competitors while helping the organization become future-ready.
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    23 分
  • How to Leverage Advanced Developer Tools to Drive Growth

    How to Leverage Advanced Developer Tools to Drive Growth
    2024/05/13
    On this episode of the FIsionaries podcast I am at the Alkami Co:Lab event in Grapevine Texas. I’m joined by Chad Rogers and Jeramey Litzman from Connexus Credit Union. Chad and Jeramey will share how Connexus has shifted from viewing digital services as a cost center to leveraging them as a profit center, setting a precedent for industry evolution. In addition, we discuss the unique approaches to onboarding, channel strategy, and acquisition Connexus has used to drive innovation and member-centricity, positioning them as a trailblazer in the banking industry.
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    37 分