FIsionaries Podcast Por Evergreen Podcasts arte de portada

FIsionaries

FIsionaries

De: Evergreen Podcasts
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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 Economía
Episodios
  • 88% Digital with Zero Silos: Belco's Omnichannel Playbook

    88% Digital with Zero Silos: Belco's Omnichannel Playbook
    Mar 5 2026
    Most financial institutions talk about omnichannel. Belco Community Credit Union built it. With 88% of members active in digital banking and a 4.8-rated mobile app, Belco has achieved what many credit unions are still striving for: a seamless member experience where branch, contact center, and digital services function as one. But the real story isn’t the numbers. It’s the strategic alignment behind them. In this episode of FIsionaries™, Jim Marous talks with Brittany Bollinger, Digital Banking Analyst, and Heather Cluck, Director of Product Strategy and Development at Belco Community Credit Union, to explore how they eliminated channel silos, aligned their organization around a member-first vision, and created a digital experience that enhances the branch rather than replacing it. In this conversation: • The Strategic Alignment that reset Belco’s priorities • Why 88% digital adoption made their branches more relevant, not less • How web and mobile are designed as one unified experience • The data and feedback loops used to remove friction across every channel • Real examples of member input driving cross-channel change • What’s next on their 12 to 18-month roadmap If you lead retail banking, oversee digital, or are trying to make your branch and your app feel like the same institution, this conversation will reshape how you think about omnichannel.
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    42 m
  • 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.
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    36 m
  • 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.
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    38 m
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