Credit Union Fintech Friday: CU 2.0 & Energetic Insurance
It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with James Bowen, co-founder of Energetic Insurance to discuss all things credit union, fintech, and digital innovation. The mission of Energetic Insurance is simple: they want to unlock solar financing options for unrated or below-investment-grade organizations. Their insurance policy is for asset owners, banks, credit […]
Do Your Credit Union Card Goals Match Your Members’ Needs?
A recent survey showed that credit unions and their members are looking for different things from their credit cards. In fact, 76% credit union card goals were aimed toward growth, while the rest prioritized member services. But here’s the rub: 100% of members polled listed “false declines” as their number one service issue for credit cards. […]
CU 2.0 Podcast: Series 7
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the seventh in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast, regular interviews with credit union leaders, thinkers, movers, shakers and more. This week, Robert sat down with Vasilios Roussos, executive director of the DCU Fintech Innovation Center in Boston. The what? […]
CU 2.0 Fintech Friday: Coalesce.ai
It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Greg Woolf from Coalesce.ai to discuss all things credit union, fintech, and digital innovation. Coalesce.ai helps credit unions introduce the power of AI and machine learning into their operational ecosystem. Their platform utilizes User-Defined Machine Learning, which allows clients to train Coalesce.ai’s automation platform […]
CU 2.0 Podcast: Series 6
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the sixth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast, regular interviews with credit union leaders, thinkers, movers, shakers and more. This week, Robert sat down with Trudy Soucoup, a member of the board of directors at Washington State […]
CU 2.0 Podcast: Series 5
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the fifth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast, regular interviews with credit union leaders, thinkers, movers, shakers and more. This week, Robert sat down with Geoff Caras, COO of CU 2.0 and a tech executive whose resume […]
Facebook Group vs Page: For Credit Union Marketers
Many credit union marketers have difficulty telling the difference between a Facebook group and a Facebook page. Is there a tradeoff between using a Facebook group vs page? How are they different and which way should I go? If we were to conduct a digital marketing audit of the average credit union, Facebook groups would […]
CU 2.0 Podcast: Series 4
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the fourth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast, regular interviews with credit union leaders, thinkers, movers, shakers and more. This week, Robert sat down with Amy Downs, CEO of Allegiance Credit Union in Oklahoma. This is a […]
CU 2.0 Podcast: Series 3
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the third in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast, regular interviews with credit union leaders, thinkers, movers, shakers and more. This week, Robert sat down with Kirk Drake, Founder of CU 2.0 and CEO of Ongoing Operations. Kirk […]
5 Takeaways from the 2018 Allied Solutions Credit Union Conference
Last month, I had the pleasure of speaking at the 2018 Allied Solutions Credit Union Conference. If you couldn’t make the event, here are the five biggest takeaways. 1) Which employees are the most productive? First, according to Morten Hansen, Author of Great at Work, Great by Choice, and Collaboration, there are 4 levels of […]