Banking on Experience powered by CRMNEXT  By  cover art

Banking on Experience powered by CRMNEXT

By: Jonathan Taylor & Joshua Barclay
  • Summary

  • Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by CRMNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.
    2022
    Show more Show less
Episodes
  • Leveraging AI for Credit Union and Banking Growth: More Than ChatGPT
    Apr 22 2024

    Ever feel like AI is just a buzzword? This episode is where the rubber meets the road. We’re diving into how AI can elevate your bank or credit union by growing your member base and deepening your existing relationships. Get ready for a no-nonsense AI breakdown with real-world applications that could up-level your approach to growth.

    Our guest today is Mitch Rutledge, CEO and Co-Founder of Vertice AI. Mitch breaks down the essentials of new member acquisition and expanding share of wallet, providing a clear blueprint for leveraging AI to achieve these goals.

    This discussion isn’t just theoretical. Mitch is setting the stage with practical AI use cases that are directly applicable to your financial institution’s growth strategy. Whether you’re aiming to expand your customer base or deepen existing relationships, learn how AI can drive these initiatives forward effectively and efficiently.

    Don’t let another year pass without tapping into the power of AI to enhance your institution's performance and reach.

    Listen now and equip yourself with the knowledge to prioritize and execute AI-driven growth strategies that actually move the needle.



    Show more Show less
    35 mins
  • High Finance: How Credit Unions Can Lead the Cannabis Banking Charge
    Mar 21 2024

    In this episode, we dive into the rapidly expanding world of cannabis banking—a sector buzzing with opportunity yet tangled in regulatory constraints. Despite the broad legalization across states, federal hesitancy leaves many entrepreneurs in the cannabis industry struggling to find financial footing, caught in a limbo of being either unbanked or underbanked. Enter the vanguard of the Credit Union Industry, who are not just observing from the sidelines but actively stepping in to bridge this glaring gap.

    Join us for an enlightening discussion with two trailblazers leading the charge. Marsha Majors, President and CEO of US Eagle Federal Credit Union—one of New Mexico's most storied credit unions—shares her insights on delivering innovative financial solutions amid the unique challenges of cannabis banking. With a steadfast dedication to community service, Marsha brings invaluable perspectives on navigating the complex landscape of regulations and operational hurdles.

    Alongside Marsha, we welcome Tony Repanich, President and COO of Shield Compliance. Tony illuminates the path for financial institutions with Shield's cutting-edge compliance management platform, making it simpler for banks and credit unions to extend their services to Cannabis-Related Businesses (CRBs) safely and efficiently.

    Tune into another riveting episode of Banking in Experience, where we uncover the lessons learned and the groundbreaking strides being made in serving this underserved market. Don't miss this blend of expertise and innovation at the forefront of cannabis banking.

    Show more Show less
    38 mins
  • Overcoming Core Challenges: How Credit Unions & Banks can innovate despite their Legacy Systems
    Mar 7 2024

    Is legacy technology stifling innovation at your bank or credit union? In this transformative episode of the Banking on Experience Podcast, we delve into the heart of technological stagnation that plagues many financial institutions. Join us as we engage with the minds behind Janusea, the company at the forefront of breaking down the barriers imposed by outdated core systems.

    Kyle Stutzman, CEO and Co-founder of Janusea, along with Masako Long, VP of Sales, share their expert insights and the visionary blueprint they’ve developed to revolutionize the financial technology landscape. This episode is more than just a discussion; it’s a deep dive into the specific challenges of integrating with legacy systems and how to navigate these with strategic finesse and innovative thinking.

    Discover the tactical steps, from initial assessment to execution, and the crucial strategic partnerships that make integrating cutting-edge fintech solutions not just a possibility, but a streamlined process. Kyle and Masako illuminate the path towards transforming your institution into a more interconnected, efficient, and customer-centric entity.

    This episode was a revelation. It answered the long-standing question of why connecting with legacy systems can feel as daunting as hacking into Area 51—and, more importantly, it showed that it doesn't have to be this way.

    This dialogue is a must-listen for any financial professional determined to move past the hurdles of legacy systems and steer their institution towards a future of technological empowerment and innovation.

    Don't let legacy technology dictate your institution's future. Tune in to discover how to turn these challenges into opportunities for growth and technological renewal.

    Show more Show less
    28 mins

What listeners say about Banking on Experience powered by CRMNEXT

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.