In this episode of Counting Change, host Arjun Sahgal discusses Community Banking Innovation: Balancing Tradition and Technology with Carie Kelly, Senior Vice President of Digital Banking at Claremont Savings Bank.

The episode explores how community banks are leveraging innovation to strengthen local communities while staying true to their roots. Carie shares insights on internal and external innovation, the importance of feedback, and how community banks can compete against larger institutions. Carie also discusses the role of AI in community banking, supporting employee experience, and strategies for balancing community-focused service with tech-driven innovation.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, host Arjun Sahgal discusses the operational efficiency and enterprise transformation in banking with Loren Swindell, SVP Enterprise Operations Director at Needham Bank.

The episode explores how banks can uncover hidden efficiency gains, evaluate existing systems, and create more streamlined, scalable operations across departments. Loren shares insights on assessing operational gaps when joining a new institution, aligning cross-functional teams to drive process improvement, and leveraging technology, including AI, to enhance internal workflows and frontline experiences. She also discusses the importance of enterprise-wide collaboration, board-level reporting on operational performance, and building a culture that continuously evaluates and optimizes processes.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.

In this episode of Counting Change, host Arjun Sahgal discusses the dynamic intersection of community finance and tech innovation with Jamie Kruspel, Chief Transformation Officer at Mainstreet Credit Union.

The episode explores how credit unions can innovate with technology while maintaining trust and personal relationships. Jamie shares insights on AI, digital transformation, and fostering a culture of experimentation in the financial sector. Jamie also discusses practical examples of AI and automation improving efficiency and the importance of authentic relationships in financial services.

Counting Change is hosted and run by ⁠⁠Ascent Platform⁠⁠.