Counting Change Podcast

Melissa Pomeroy shares her insights on how the future of finance relies on collaboration between Fintechs and credit unions. "Collaborating with fintechs and the importance of fintechs in our credit union community is escalating and it's becoming much, much more relevant." In today's episode of Counting Change, we explore collaboration between credit unions and Fintechs. Melissa, the EVP and CEO of the Cooperative Credit Union Association, explains the benefits of collaboration for both CUs and fintechs, the challenges of breaking into the credit union industry, and the need for cultural alignment between the two. Melissa also explores the future of collaboration and the role of fintechs in solving the biggest problems faced by credit unions. Stream the episode now on your favorite podcast platform and join the conversation to hear more about what Fintechs and credit unions can do to enable collaboration for the future of finance. #collaboration #FinTechs #CreditUnionSpace Don't forget to share your thoughts and key takeaways! Let's champion collaboration and navigate the future of finance together!

Rob Johnson shares his insights on how the audit process has transformed over the years and discusses the importance of maintaining a balance between regulatory compliance and innovation. "Auditors are getting more sophisticated, leveraging technology." In today's episode of Counting Change, we explore the world of auditing in financial institutions. Rob, the Chief Audit Officer at MSU Federal Credit Union, explains?the nuances of internal auditing, the challenges auditors face in today's rapidly changing environment, and the cultural shifts required to embrace new technologies. Rob also opens up about his journey into the credit union space, his passion for the outdoors, and how these experiences shape his approach to auditing. Stream the episode now on your favorite podcast platform and join the conversation to hear more about what financial institutions can do to implement new technologies to enhance their audit practices. #audit #technology #CreditUnionSpace Don't forget to share your thoughts and key takeaways! Let's champion customer experience and navigate the future of finance together!

Steve O'Connell shares his insights about creating a culture within a team that allows both the institution and the team members to grow through his experience at California Credit Union. "As team members, we don't want to let each other down. It's personal to us." In today's episode of Counting Change, we explore the role of culture in empowering both the institution and the employee to succeed. The conversation explores California Credit Union's expansion and its impact on their culture, how they encouraged team members to have positive feelings for change, and cultural fit. Stream the episode now on your favorite podcast platform and join the conversation. Discover how we can enable #EmployeeEmpowerment through #Culture and #Growth. Don't forget to share your thoughts and key takeaways! Let's champion customer experience and navigate the future of finance together!

Whisky or whiskey? Cadbury or Hershey's? Biscuits or cookies? As a call out to Ascent Platform's Scotland's software team, we like to throw a little segment into our podcast called 'Risk it for a Biscuit', where we ask our guests a series of light-hearted questions surrounding Scottish and UK culture- like if you've tried Scotland's first and second national drinks (whisky and Irn-Bru). So next time you're listening to Counting Change, check out 'Risk it for a Biscuit' and see what Scottish treats you're missing out on!

Hosts Arjun Sahgal and Rachel Reid celebrated 4 months of Counting Change with a can of Irn-Bru in front of Edinburgh's famous Ross Fountain this month. At the conclusion of each podcast episode, guests are asked a series of questions about Scotland. One of our favorite questions to ask is, "Have you ever tasted Irn-Bru?" For our American audience, Irn-Bru is a fizzy orange-cream soft drink that is considered Scotland's other national beverage (aside from whisky, of course). It's so beloved in Scotland that it even outsells Coca Cola. Our latest episode had found that guest Bryan Clagett has indeed sampled the sweet soda. However, Steve O'Connell, our upcoming guest, has not had the chance to try it. So, the question remains: Have you had a taste of Scotland's other national drink? _____ Tune into Counting Change next week on Tuesday to join us with Steve on an engaging episode about credit unions and culture. #creditunion #culture #financialempowerment

"Financial institutions are beginning to recognize that doing nothing is no longer an option…" Part 2 of Navigating the Evolution of Digital Banking, Bryan Clagett explains how consumer expectations for banks and credit unions have rapidly changed. In a world where you can easily order same-day-shipping from Amazon, consumers are demanding better and faster experience in every aspect of their lives. Financial institutions are now realizing that they need to meet these demands, or risk falling behind. Banking should be simple. By focusing on enabling the best customer experience through technology, we can drive a new customer-centric digital economy. Stream the episode now on your favorite podcast platform and join the conversation. Discover how we can enable #CustomerExperience through the data and technology. Let's champion customer experience and navigate the future of finance together!

Trish North, from LoanPro, kicks off our first Podcast Companion article series by explaining the next-gen approach to customer success through data-driven outcomes. Organizations' changing needs and expectations have evolved, causing vendors to focus on building long-term, value-driven relationships through customer success management. Focusing on outcomes for customers, rather than solution-hunting, is now the new norm for customer success. This is empowered through data-driven insights, but there are some obstacles to this. This article illuminates the obstacles and opportunities that data offers in driving success for our customers. Read now to understand to see how we can attain the outcomes we so desperately seek. _____ Listen to "Data Access within the Financial State in America with Trish North" on Spotify, Amazon, or Apple to hear more of the conversation that inspired this Podcast Companion Article. #customersuccess #datadriven #fintech #outcomegeneration

Bryan Clagett navigates us through the digital banking experience in today's episode. "If we can make banking less of a chore, I think you can win." In Part 1 of this episode of Counting Change, Bryan shares his journey from the 1980s banking sector to the forefront of digital banking and FinTech innovation. Bryan explains how digital experiences can be used to engage customers and create a seamless experience. With the challenges and opportunities brought about by the evolution of digital banking and data, tune into today's episode to hear Bryan discuss how banks can position themselves to take advantage of these opportunities. Stream the episode now on your favorite podcast platform and join the conversation. Discover how we can enable #CustomerExperience through the data and technology. ?? Spotify: https://lnkd.in/e-nF7qVK ?? Amazon Music: https://lnkd.in/eDCwGu59 ?? Apple Podcasts: https://lnkd.in/eVexMhcd Don't forget to share your thoughts and key takeaways! Let's champion customer experience and navigate the future of finance together!

Last week, credit unions across America celebrated the Fourth of July with their members. Here are some of the highlights: In Kentucky, Abound Credit Union sponsored the 2024 Fort Knox Freedom Fest. https://lnkd.in/evUKM58Y In Washington, WECU was the presenting sponsor for Blaine's Old-Fashioned 4th of July. https://lnkd.in/eVpHp6tu In Utah, Mountain America Credit Union presented Thanksgiving Point’s Freedom Celebration. https://lnkd.in/eU4wqxVr #IndependenceDay celebrations haven't ended here though: Service Credit Union in New Hampshire is sponsoring the 34th American Independence Festival on the 13th of this month, making entry free for the event! Join them to view the original copy of the Declaration of Independence or to listen to a live reading of it. https://lnkd.in/eTgFg5bj Engagement with one's community is vital to the cooperative philosophy that underpins credit unions. How do you engage with your community? #CreditUnions #MemberExperience

With the 4th of July approaching tomorrow, credit unions across the country are getting ready to join their local communities in celebrating America! ?? Some credit unions, like WECU, Virginia Credit Union, Credit Union of Colorado, and Idaho Central Credit Union, are joining the festivities and are presenting 4th of July celebrations for their communities. As we join our loved ones tomorrow to celebrate our independence, let's reflect on the role we play as credit unions in helping our communities achieve these American values! Counting Change has highlighted the role credit unions play in their communities throughout the year: Greg Mitchell from First Tech Federal Credit Union discussed the importance of empowering staff to assist the community. (Episode 10) Alice Stevens from VyStar Credit Union discussed her personal motivations to join a credit union, stemming from the need to "do good" and to take care of her community. (Episode 8) In our next episode, airing this Tuesday, Steve O'Connell from California Credit Union will emphasise their community identity within the L.A. Unified School District . (Episode 11) So, to all of our credit union friends out there, what is your favorite way to connect with your community? #CreditUnion #FourthofJuly #IndependenceDay