“Know your members better than you ever have.” - Mark WeberThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Mark Weber, CEO at Strum and Strum Platform. Mark shares his career journey and how his passion for credit unions began as a child. Strum is a full-service marketing agency helping credit unions build growth strategies through naming, branding, and marketing. Strum Platform is a financial marketing analytics software that helps credit unions better understand their members through data.During our conversation, Mark and I discuss the importance of data to engage and retain members. He explains the significance of omnichannel tracking in today's environment. Members and prospects have unique journeys as they seek service with multiple touchpoints throughout and he shares how important it is to capture this. Listen as Mark dives into the power of data and the exciting things to come.As we wrap up the episode, Mark talks about making time for his passion for music, enjoying Honolulu, and going with his team to sing karaoke. Enjoy my conversation with Mark Weber!Find the full show notes on cuinsight.com.Connect with Mark:Mark Weber, CEO at [email protected]     Strumplatform.comMark: LinkedInStrum: LinkedIn | Twitter | Facebook | Instagram | YouTube Strum Platform: LinkedIn

“The more ways you offer a member to make a payment, the more likely they are to use it.” - Stuart BainThank you for tuning in to episode 74 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Stuart Bain, SVP of Product Management at Alacriti. Stuart shares his career journey that led him to his current role. Alacriti is a leading financial technology company dedicated to helping credit unions accelerate their digital payments transformation. The team is dedicated to providing solutions that empower clients to deliver the innovative digital payment experiences today’s members demand. During our conversation, Stuart and I chat about payment solutions evolving to provide seamless and efficient experiences. He discusses the benefits of these solutions and the importance of delivering a modern digital payment experience in today’s world. Listen as Stuart talks about embracing digital payment transformation and self-service options along with what is to come in the future.As we wrap up the episode, Stuart talks about which car he would splurge on, which food chain he enjoys in Tennessee, and which tech hack he uses for balancing work and life. Enjoy my conversation with Stuart Bain!Find the full show notes on cuinsight.com.Connect with Stuart:Stuart Bain, SVP of Product Management at [email protected]     Stuart: LinkedIn Alacriti: LinkedIn | Twitter | Facebook | Instagram 

“We need to be more data-driven than we have ever been.” - Joshua BarclayThank you for tuning in to episode 73 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Joshua Barclay, Growth Marketing Manager at CRMNEXT. Joshua shares his career journey that led him to his current role. CRMNEXT is a cloud or on-premise CRM solution provider specifically built for credit unions. Their focus is to support credit unions with actionable data to simplify work, drive growth, and deliver on experience. During our conversation, Joshua and I chat about the importance of data and technology in this changing financial landscape. Joshua talks about the New World Banking Order and what this means for the future. Listen as Joshua talks about how credit unions can move towards data unification.As we wrap up the episode, Joshua talks about the leadership legacy of one of his family members, his enjoyment of fine dining experiences, and the city he enjoys traveling to most. Enjoy my conversation with Joshua Barclay!Find the full show notes on cuinsight.com.Connect with Joshua:Joshua Barclay, Growth Marketing Manager at [email protected] crmnext.us     Joshua: LinkedIn CRMNEXT: LinkedIn | Twitter | Facebook | Instagram | Youtube

“Members are willing to adopt new technology in a way that is convenient for them.” - Nelson FisherThank you for tuning in to episode 72 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Nelson Fisher, Director of Product Development at Co-op Solutions. Nelson shares his career journey that led him to his current role. Co-op Solutions partners with credit unions to deliver member-centric and digital-first services designed to improve operational efficiencies and the member experience. They continue to focus on serving credit unions to improve efficiencies, drive growth, and make data-informed decisions. During our conversation, Nelson and I chat about building more member-centric services. He shares perspectives about growth in the credit union industry and delves into research on the micro and macroeconomic environment. Listen as Nelson talks about insights on the psychology of spending behavior, digital maturity, and member engagement.As we wrap up the episode, Nelson talks about his interest in music, his admiration for his wife, and his favorite things about the Bay Area. Enjoy my conversation with Nelson Fisher!Find the full show notes on cuinsight.com.Connect with Nelson:Nelson Fisher, Director of Product Development at Co-op [email protected]/Nelson: LinkedIn Co-op: LinkedIn | Twitter | YouTube

“Leverage all the research and thought leadership that’s out in the payments space.” - Tom PierceThank you for tuning in to episode 71 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Tom Pierce, Chief Marketing Officer at PSCU. Tom shares his career journey that led him to his current role. PSCU is the nation’s premier payments CUSO offering end-to-end support and integrated fintech solutions to help credit unions deliver personalized, connected experiences. They continue to focus on serving credit unions beyond traditional payment processing and provide new and innovative solutions to drive our movement forward.During our conversation, Tom and I chat about trends and preferred payment types across generations. He shares the latest research on how consumers prefer to engage in payments. These key findings include mobile wallet usage, emerging payment trends such as buy now pay later, cryptocurrency, and financial aesthetics. Listen as Tom talks about the financial tendencies across generations to better target member needs.As we wrap up the episode, Tom talks about an inspirational leader he’s worked with throughout his career, spending time with his wife, traveling, and getting ready for two of his daughters’ weddings. Enjoy my conversation with Tom Pierce!Find the full show notes on cuinsight.com.Connect with Tom:Tom Pierce, Chief Marketing Officer at [email protected]: LinkedIn PSCU: LinkedIn | Twitter | Instagram | Facebook 

“We see the military voice in our industry as an important voice that needs to be heard.” - Tony HernandezThank you for tuning in to episode 70 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest today is Tony Hernandez, President & CEO of the Defense Credit Union Council (DCUC). DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. Tony believes in offering relevant financial services as a way to take care of military personnel and thank them for their efforts.During our conversation, Tony and I chat about protecting veteran benefits and financial well-being within the credit union industry. He offers insight on how credit unions can “speak military” to better assist military personnel. Listen as Tony talks about protecting military members and veterans from predatory lending, keeping up with legislation and advocacy, and providing service to overseas military personnel.As we wrap up the episode, Tony talks about traveling with his wife, the freedom and creativity of using dot journals for organization, and shares his book recommendations. Enjoy my conversation with Tony!Find the full show notes on cuinsight.com.Connect with Tony:Tony Hernandez, President & CEO of the Defense Credit Union [email protected]: LinkedIn DCUC: LinkedIn | Facebook | Twitter 

“It’s more than credit cards here, it’s about the members and communities.” - Toby MattsonThank you for tuning in to episode 69 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Toby Mattson, Director of Community Partnerships at Elan Credit Card. Toby began his career in credit unions 30 years ago and shares how it led him to his role today. Elan Credit Card offers an outsourced credit card program to credit unions across the US. The team at Elan provides innovative solutions while removing costs, reducing risks, and improving the cardmember experience.During our conversation, Toby and I chat about consumer trends and how credit cards play into financial well-being. He shares the many ways Elan continues to update credit card programs to match current consumer needs. Toby talks about Elan’s Charitable Giving program and the support they’re providing alongside their credit union partners in communities. Listen as Toby talks about the benefits of outsourcing credit card programs, protecting team culture and engagement, and making an impact in communities nationwide.As we wrap up the episode, Toby talks about a leader who made a positive impact on his life and career, which book he recommends, and the cities he enjoys visiting the most. Enjoy my conversation with Toby Mattson!Find the full show notes on cuinsight.com.Connect with Toby:Toby Mattson, Director of Community Partnerships at Elan Credit [email protected]: LinkedIn Elan: LinkedIn | Twitter 

“Buildings exist for people, so they have to be people centric.” - Mark AlguardThank you for tuning in to episode 68 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Mark Alguard, President & Director of Client Strategy at Momentum. Mark shares his career journey that led him to his current role. The team at Momentum takes a people-centric approach to delivering buildings that help credit unions thrive. People-centric spaces build a solid foundation and foster connections for staff and members.During our conversation, Mark and I chat about creating workspaces that will help drive organizations forward. Mark talks about having work-life balance without sacrificing the collaborative nature of teams. Listen as Mark shares insights about defining productivity, building hybrid work experiences, and protecting team culture and engagement.As we wrap up the episode, Mark talks about his warm-hearted Grandpa Jack, his admiration for well-made furniture, and his go-to place to take people when visiting Chicago. Enjoy my conversation with Mark Alguard!Find the full show notes on cuinsight.com.Connect with Mark:Mark Alguard, President & Director of Client Strategy at [email protected] Mark: LinkedInMomentum: LinkedIn | Facebook | Twitter

“We help credit unions elevate their operational outcomes with AI powered solutions.” - Steve KassThank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to his current role. The team at Trellance is dedicated to credit union innovation. They deliver innovative technology solutions to help credit unions achieve more, including operational and digital transformation.During our conversation, Steve and I chat about the evolving use of AI in financial services. Steve offers advice to credit unions who are beginning their AI journey and explains the tangible benefits of leveraging AI. As we look to the future, Trellance is focused on supporting credit unions and evolving their AI capabilities to increase efficiencies, manage risk, and improve the member experience. As we wrap up the episode, Steve talks about the value and memories made through experiences, taking lessons from a sports book, and building work-life integration. Enjoy my conversation with Steve Kass!Find the full show notes on cuinsight.com.Connect with Steve:Steve Kass, Chief Services Officer at [email protected]: LinkedInTrellance: LinkedIn | Facebook | Twitter | YouTube 

“That’s at the foundation of credit unions: making sure the member experience is premium and more personalized.” - David EversonThank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service.During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche’s Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future.As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson!Find the full show notes on cuinsight.com.Connect with David:David Everson, Senior Director of Solutions Marketing at [email protected] David: LinkedInLaserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube | Schedule a Demo