“Use AI where it can make a difference to the organization and members.” - Shane ButcherThank you for tuning in to <a href='https://www.cuinsight.com/network/'>The CUInsight Network</a>, with your host, <a href='https://www.cuinsight.com/author/robbie-young/'>Robbie Young</a>, Vice President of Strategic Growth at 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 <a href='https://www.linkedin.com/in/butchershane/'>Shane Butcher</a>, Chief Operating Officer / Chief Risk Officer at <a href='http://optiri.com'>Optiri</a>, a <a href='https://www.linkedin.com/company/trellance/'>Trellance</a> Company. Shane and I talk about how a teenage dream of becoming a fighter pilot turned into a career spanning the military, IT, operations, and ultimately the credit union space.In our conversation, Shane walks us through the evolution of Optiri and what it means to optimize, refresh, and innovate credit union technology without losing sight of the people whom it’s supposed to serve. We talk about why credit unions have unique technology and security needs and how Opitiri focuses on doing the behind-the-scenes work so that credit unions can spend their energy on members.A big part of our conversation, though, is centered around AI as something already embedded in everyday tools. Shane breaks down what credit unions really should be thinking about right now—understanding where their data lives, tightening permissions, updating vendor policies, and choosing intentional use cases instead of chasing every new idea. We also break down how AI is reshaping cybersecurity on both sides, fueling more convincing attacks while also giving defenders faster, smarter ways to respond.As we wrap up the episode, Shane shares some lessons that he learned from a Navy mentor who led through calm problem-solving. He also talks about his love of good restaurants and unique experiences, why he loves Las Vegas, and has a book recommendation for us. Enjoy my conversation with Shane Butcher!

<description>&lt;p&gt;&lt;b&gt;&lt;em&gt;“Use AI where it can make a difference to the organization and members.” &lt;/em&gt;&lt;/b&gt;&lt;b&gt;- Shane Butcher&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Thank you for tuning in to &lt;a href='https://www.cuinsight.com/network/'&gt;The CUInsight Network&lt;/a&gt;, with your host, &lt;a href='https://www.cuinsight.com/author/robbie-young/'&gt;Robbie Young&lt;/a&gt;, Vice President of Strategic Growth at 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.&lt;/p&gt;&lt;p&gt;My guest on today’s show is &lt;a href='https://www.linkedin.com/in/butchershane/'&gt;Shane Butcher&lt;/a&gt;, Chief Operating Officer / Chief Risk Officer at &lt;a href='http://optiri.com'&gt;Optiri&lt;/a&gt;, a &lt;a href='https://www.linkedin.com/company/trellance/'&gt;Trellance&lt;/a&gt; Company. Shane and I talk about how a teenage dream of becoming a fighter pilot turned into a career spanning the military, IT, operations, and ultimately the credit union space.&lt;/p&gt;&lt;p&gt;In our conversation, Shane walks us through the evolution of Optiri and what it means to optimize, refresh, and innovate credit union technology without losing sight of the people whom it’s supposed to serve. We talk about why credit unions have unique technology and security needs and how Opitiri focuses on doing the behind-the-scenes work so that credit unions can spend their energy on members.&lt;/p&gt;&lt;p&gt;A big part of our conversation, though, is centered around AI as something already embedded in everyday tools. Shane breaks down what credit unions really should be thinking about right now—understanding where their data lives, tightening permissions, updating vendor policies, and choosing intentional use cases instead of chasing every new idea. We also break down how AI is reshaping cybersecurity on both sides, fueling more convincing attacks while also giving defenders faster, smarter ways to respond.&lt;/p&gt;&lt;p&gt;As we wrap up the episode, Shane shares some lessons that he learned from a Navy mentor who led through calm problem-solving. He also talks about his love of good restaurants and unique experiences, why he loves Las Vegas, and has a book recommendation for us. Enjoy my conversation with Shane Butcher!&lt;/p&gt;</description>

“Use AI where it can make a difference to the organization and members.” - Shane Butcher Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at 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 Shane Butcher, Chief Operati...

Intentional AI - Optiri, a Trellance Company

“Ask questions. Have a culture of inquiry.” - Deedee MyersThank you for tuning in to <a href='https://www.cuinsight.com/network/'>The CUInsight Network</a>, with your host, <a href='https://www.cuinsight.com/author/robbie-young/'>Robbie Young</a>, Vice President of Strategic Growth at 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 <a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-advancing-leadership-ddj-myers/'>returning</a> guest <a href='https://www.linkedin.com/in/deedeemyers/'>Deedee Myers</a>, CEO of <a href='http://ddjmyers.com'>DDJ Myers, Ltd.</a> She comes back to discuss leadership as we unpack what’s forming the future of credit union leadership. From a huge wave of CEO retirements to board turnover to executive teams changing under new leadership, Deedee lays out what this really looks like in the concrete data that her team has been collecting for years.In our conversation, we talk about numbers and how many CEOs are expected to exit in the coming years. We talk about why so many delayed retirement after COVID and how that pent-up shift is finally arriving. Deedee also explains the generational turnover that is hitting boards and executive teams simultaneously, creating something close to a perfect storm. One of the biggest themes that we talk about, however, is responsibility. Who owns succession? Who’s accountable for readiness? What should each party be doing to prepare for the leadership needs of the next decade? In addition, Deedee and I cover the programs, institutes, and coaching experiences that are truly accelerating leadership growth right now.As we wrap up the episode, we go through our traditional lightning round of questions as I ask her about the little things as well such as the purchases that she swears by, the rituals that keep her grounded during nonstop travel, and the guiding principle that she believes the industry desperately needs more of. Enjoy my conversation with Deedee Myers!Find the full show notes on <a href='https://www.cuinsight.com/'>cuinsight.com</a>.Connect with Deedee: Deedee Myers, CEO at DDJ Myers, Ltd. <a href='http://ddjmyers.com'>ddjmyers.com</a> Deedee: <a href='https://www.linkedin.com/in/deedeemyers/'>LinkedIn</a> DDJ Meyers, Ltd.: <a href='https://www.linkedin.com/company/ddj-myers/'>LinkedIn</a>Want to hear more from Deedee? Click <a href='https://www.cuinsight.com/author/deedee-myers/'>here</a>. Previous episode featuring Deedee: <a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-advancing-leadership-ddj-myers/'>“Advancing leadership” </a>Podcast mentioned: <a href='https://stevenbartlett.com/doac/'>The Diary of a CEO</a> Podcast mentioned: <a href='https://freakonomics.com/podcasts/'>Freakonomics</a>

<description>&lt;p&gt;&lt;b&gt;&lt;em&gt;“Ask questions. Have a culture of inquiry.”&lt;/em&gt;&lt;/b&gt;&lt;b&gt; - Deedee Myers&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Thank you for tuning in to &lt;a href='https://www.cuinsight.com/network/'&gt;The CUInsight Network&lt;/a&gt;, with your host, &lt;a href='https://www.cuinsight.com/author/robbie-young/'&gt;Robbie Young&lt;/a&gt;, Vice President of Strategic Growth at 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.&lt;/p&gt;&lt;p&gt;My guest on today’s show is &lt;a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-advancing-leadership-ddj-myers/'&gt;returning&lt;/a&gt; guest &lt;a href='https://www.linkedin.com/in/deedeemyers/'&gt;Deedee Myers&lt;/a&gt;, CEO of &lt;a href='http://ddjmyers.com'&gt;DDJ Myers, Ltd.&lt;/a&gt; She comes back to discuss leadership as we unpack what’s forming the future of credit union leadership. From a huge wave of CEO retirements to board turnover to executive teams changing under new leadership, Deedee lays out what this really looks like in the concrete data that her team has been collecting for years.&lt;/p&gt;&lt;p&gt;In our conversation, we talk about numbers and how many CEOs are expected to exit in the coming years. We talk about why so many delayed retirement after COVID and how that pent-up shift is finally arriving. Deedee also explains the generational turnover that is hitting boards and executive teams simultaneously, creating something close to a perfect storm. One of the biggest themes that we talk about, however, is responsibility. Who owns succession? Who’s accountable for readiness? What should each party be doing to prepare for the leadership needs of the next decade? In addition, Deedee and I cover the programs, institutes, and coaching experiences that are truly accelerating leadership growth right now.&lt;/p&gt;&lt;p&gt;As we wrap up the episode, we go through our traditional lightning round of questions as I ask her about the little things as well such as the purchases that she swears by, the rituals that keep her grounded during nonstop travel, and the guiding principle that she believes the industry desperately needs more of. Enjoy my conversation with Deedee Myers!&lt;/p&gt;&lt;p&gt;&lt;b&gt;Find the full show notes on&lt;/b&gt; &lt;a href='https://www.cuinsight.com/'&gt;cuinsight.com&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Connect with Deedee:&lt;/b&gt;&lt;br/&gt;Deedee Myers, CEO at DDJ Myers, Ltd.&lt;br/&gt;&lt;a href='http://ddjmyers.com'&gt;ddjmyers.com&lt;/a&gt;&lt;br/&gt;Deedee: &lt;a href='https://www.linkedin.com/in/deedeemyers/'&gt;LinkedIn&lt;/a&gt;&lt;br/&gt;DDJ Meyers, Ltd.: &lt;a href='https://www.linkedin.com/company/ddj-myers/'&gt;LinkedIn&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;Want to hear more from Deedee? &lt;/b&gt;Click &lt;a href='https://www.cuinsight.com/author/deedee-myers/'&gt;here&lt;/a&gt;.&lt;br/&gt;Previous episode featuring Deedee: &lt;a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-advancing-leadership-ddj-myers/'&gt;“Advancing leadership”&lt;br/&gt;&lt;/a&gt;Podcast mentioned: &lt;a href='https://stevenbartlett.com/doac/'&gt;The Diary of a CEO&lt;/a&gt;&lt;br/&gt;Podcast mentioned: &lt;a href='https://freakonomics.com/podcasts/'&gt;Freakonomics&lt;/a&gt;&lt;/p&gt;</description>

“Ask questions. Have a culture of inquiry.” - Deedee Myers Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at 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 returning guest Deedee Myers, CEO of DDJ Myers, Ltd. She c...

The Leadership Shift - DDJ Myers

“Every employee, from the C-suite to the teller, has a role in advocacy.” – Jason Stverak Thank you for tuning in to <a href='https://www.cuinsight.com/network/'>The CUInsight Network</a>, with your host, <a href='https://www.cuinsight.com/author/robbie-young/'>Robbie Young</a>, Vice President of Strategic Growth at 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 guests on today’s show are <a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-expanding-advocacy-defense-credit-union-council/'>returning</a> guest <a href='https://www.linkedin.com/in/jasonstverak/'>Jason Stverak</a>, Chief Advocacy Officer at <a href='http://dcuc.org'>Defense Credit Union Council</a>, and <a href='https://www.linkedin.com/in/elizabeth-eurgubian/'>Elizabeth Eurgubian</a>, Government Relations and Advocacy Consultant at <a href='http://atlasadvocacy.com'>Atlas Advocacy</a>. They both join me for this episode for a conversation that cuts right to the heart of what credit unions need most right now: stronger advocacy, louder storytelling, and a clearer understanding of what sets us apart!In our conversation, Elizabeth opens with something that she has witnessed from both sides of the table: policymakers are brilliant with statutes and frameworks, but they often have little sense of what day-to-day life looks like inside a credit union. She talks about the power of real-world examples and cautions that if we’re not bringing those stories forward, we’re leaving influence on the table.Jason also jumps in with the compelling argument that advocacy isn’t a job title; it’s everybody—teller to CEO—every interaction with a member, every community touchpoint, every small moment of goodwill becomes part of what reaches <a href='https://www.congress.gov/'>Congress</a>. He shares some incredible behind-the-scenes stories from the recent government shutdown and how lawmakers were reaching out because they’d noticed credit unions stepping up while others hesitated.As we wrap up the episode, Elizabeth closes by previewing what’s coming from the <a href='https://ncua.gov/'>NCUA</a> in the year ahead—such as stablecoin and digital-asset rulemaking under the <a href='https://www.congress.gov/bill/119th-congress/senate-bill/1582/text'>GENIUS Act</a>, a much needed regulatory clean-up, and increased vigilance around cybersecurity. She also challenges all of us to think several years ahead about the skills we’ll need, not the ones that we’ve always relied on, as necessary skillsets are always evolving with the times. I hope that you enjoy my conversation with Jason and Elizabeth!Find the full show notes on <a href='https://www.cuinsight.com/'>cuinsight.com</a>.Connect with Jason: Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council <a href='http://dcuc.org'>dcuc.org</a> Jason: <a href='https://www.linkedin.com/in/jasonstverak/'>LinkedIn</a> | <a href='https://www.google.com/search?q=jason+stverak%3B+chief+advocacy+officer+at+the+defense+credit+union+council&amp;sca_esv=cfc38f4587fd6d45&amp;sxsrf=ADLYWIKU_KZfgqfosRuXnJgPPsInawmS-Q%3A1725653768194&amp;source=hp&amp;ei=CGPbZtrWCZ2fkPIP9Z_p6Qg&amp;iflsig=AL9hbdgAAAAAZttxGMCVESmXmPZVISDHpihWVJUps0sM&amp;oq=jaso&amp;gs_lp=Egdnd3Mtd2l6IgRqYXNvKgIIADIEECMYJzIEECMYJzIEECMYJzIKEC4YgAQYQxiKBTIOEC4YgAQYkQIY1AIYigUyCxAAGIAEGJECGIoFMhAQLhiABBixAxhDGIMBGIoFMg0QLhiABBixAxgUGIcCMhAQLhiABBixAxhDGIMBGIoFMg0QLhiABBixAxhDGIoFSPgQUABY0AJwAHgAkAEAmAFxoAGwA6oBAzAuNLgBA8gBAPgBAZgCBKACwwPCAgoQIxiABBgnGIoFwgILEC4YgAQYkQIYigXCAhEQLhiABBiRAhjRAxjHARiKBcICChAuGIAEGBQYhwKYAwCSBwMwLjSgB_lW&amp;sclient=gws-wiz#:~:text=Jason%20Stverak%20(%40JasonStverak,1.4K%2B%20followers'>X</a> DCUC: <a hre=''></a>

<description>&lt;p&gt;&lt;b&gt;&lt;em&gt;“Every employee, from the C-suite to the teller, has a role in advocacy.” &lt;/em&gt;&lt;/b&gt;&lt;b&gt;– Jason Stverak&lt;/b&gt;&lt;b&gt;&lt;em&gt; &lt;/em&gt;&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Thank you for tuning in to &lt;a href='https://www.cuinsight.com/network/'&gt;The CUInsight Network&lt;/a&gt;, with your host, &lt;a href='https://www.cuinsight.com/author/robbie-young/'&gt;Robbie Young&lt;/a&gt;, Vice President of Strategic Growth at 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.&lt;/p&gt;&lt;p&gt;My guests on today’s show are &lt;a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-expanding-advocacy-defense-credit-union-council/'&gt;returning&lt;/a&gt; guest &lt;a href='https://www.linkedin.com/in/jasonstverak/'&gt;Jason Stverak&lt;/a&gt;, Chief Advocacy Officer at &lt;a href='http://dcuc.org'&gt;Defense Credit Union Council&lt;/a&gt;, and &lt;a href='https://www.linkedin.com/in/elizabeth-eurgubian/'&gt;Elizabeth Eurgubian&lt;/a&gt;, Government Relations and Advocacy Consultant at &lt;a href='http://atlasadvocacy.com'&gt;Atlas Advocacy&lt;/a&gt;. They both join me for this episode for a conversation that cuts right to the heart of what credit unions need most right now: stronger advocacy, louder storytelling, and a clearer understanding of what sets us apart!&lt;/p&gt;&lt;p&gt;In our conversation, Elizabeth opens with something that she has witnessed from both sides of the table: policymakers are brilliant with statutes and frameworks, but they often have little sense of what day-to-day life looks like inside a credit union. She talks about the power of real-world examples and cautions that if we’re not bringing those stories forward, we’re leaving influence on the table.&lt;/p&gt;&lt;p&gt;Jason also jumps in with the compelling argument that advocacy isn’t a job title; it’s everybody—teller to CEO—every interaction with a member, every community touchpoint, every small moment of goodwill becomes part of what reaches &lt;a href='https://www.congress.gov/'&gt;Congress&lt;/a&gt;. He shares some incredible behind-the-scenes stories from the recent government shutdown and how lawmakers were reaching out because they’d noticed credit unions stepping up while others hesitated.&lt;/p&gt;&lt;p&gt;As we wrap up the episode, Elizabeth closes by previewing what’s coming from the &lt;a href='https://ncua.gov/'&gt;NCUA&lt;/a&gt; in the year ahead—such as stablecoin and digital-asset rulemaking under the &lt;a href='https://www.congress.gov/bill/119th-congress/senate-bill/1582/text'&gt;GENIUS Act&lt;/a&gt;, a much needed regulatory clean-up, and increased vigilance around cybersecurity. She also challenges all of us to think several years ahead about the skills we’ll need, not the ones that we’ve always relied on, as necessary skillsets are always evolving with the times. I hope that you enjoy my conversation with Jason and Elizabeth!&lt;/p&gt;&lt;p&gt;&lt;b&gt;Find the full show notes on&lt;/b&gt; &lt;a href='https://www.cuinsight.com/'&gt;cuinsight.com&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Connect with Jason:&lt;br/&gt;&lt;/b&gt;Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council&lt;br/&gt;&lt;a href='http://dcuc.org'&gt;dcuc.org&lt;/a&gt;&lt;br/&gt;Jason: &lt;a href='https://www.linkedin.com/in/jasonstverak/'&gt;LinkedIn&lt;/a&gt; | &lt;a href='https://www.google.com/search?q=jason+stverak%3B+chief+advocacy+officer+at+the+defense+credit+union+council&amp;amp;sca_esv=cfc38f4587fd6d45&amp;amp;sxsrf=ADLYWIKU_KZfgqfosRuXnJgPPsInawmS-Q%3A1725653768194&amp;amp;source=hp&amp;amp;ei=CGPbZtrWCZ2fkPIP9Z_p6Qg&amp;amp;iflsig=AL9hbdgAAAAAZttxGMCVESmXmPZVISDHpihWVJUps0sM&amp;amp;oq=jaso&amp;amp;gs_lp=Egdnd3Mtd2l6IgRqYXNvKgIIADIEECMYJzIEECMYJzIEECMYJzIKEC4YgAQYQxiKBTIOEC4YgAQYkQIY1AIYigUyCxAAGIAEGJECGIoFMhAQLhiABBixAxhDGIMBGIoFMg0QLhiABBixAxgUGIcCMhAQLhiABBixAxhDGIMBGIoFMg0QLhiABBixAxhDGIoFSPgQUABY0AJwAHgAkAEAmAFxoAGwA6oBAzAuNLgBA8gBAPgBAZgCBKACwwPCAgoQIxiABBgnGIoFwgILEC4YgAQYkQIYigXCAhEQLhiABBiRAhjRAxjHARiKBcICChAuGIAEGBQYhwKYAwCSBwMwLjSgB_lW&amp;amp;sclient=gws-wiz#:~:text=Jason%20Stverak%20(%40JasonStverak,1.4K%2B%20followers'&gt;X&lt;/a&gt;&lt;br/&gt;DCUC: &lt;a hre=''&gt;&lt;/a&gt;&lt;/p&gt;</description>

“Every employee, from the C-suite to the teller, has a role in advocacy.” – Jason Stverak  Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at 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 guests on today’s show are returning guest Jas...

Advocacy - DCUC & Atlas Advocacy

“Better utilizing data can give a more-tailored member experience—which makes the member truly feel like their credit union knows them.” – Mike KrausThank you for tuning in to <a href='https://www.cuinsight.com/network/'>The CUInsight Network</a>, with your host, <a href='https://www.cuinsight.com/author/robbie-young/'>Robbie Young</a>, Vice President of Strategic Growth at 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.Today&apos;s episode is the first part of a very special four-part series brought to you by <a href='http://trustage.com'>TruStage</a>! Today&apos;s discussion is with <a href='https://www.linkedin.com/in/mike-kraus-fintechvc/'>Mike Kraus</a> (Managing Director of TruStage Ventures) and <a href='https://www.linkedin.com/in/jamiejackson/'>Jamie Jackson</a> (CEO of <a href='http://arkatechture.com'>Arkatechure</a>), and we focus on how credit unions can make use of their data to drive better member experiences and business outcomes, with Jamie explaining that credit unions often struggle with data silos, lack of data ownership, and a culture of fear around data expertise and Mike noting that credit unions have an abundance of member data, but it is often locked away in legacy core systems. To unlock the value, it&apos;s so important for credit unions to pull all their data together into a unified platform!In our conversation, both Mike and Jamie really emphasize the role that fintech partnerships can play, as they can provide the modern data infrastructure, analytics capabilities, and agility that credit unions often lack. However, they also caution that partnerships must be strategic, with clear alignment on goals and outcomes. We also cover why it&apos;s so important to start small and prove value via quick wins and then scaling the data strategy. Measuring outcomes, not just activities, is key, and the most successful credit unions will be those that empower all employees to make data-driven decisions!As we wrap up the episode, we highlight how effectively leveraging data is crucial for credit unions to deliver personalized member experiences and drive sustainable growth in a rapidly evolving financial services landscape! I hope that you enjoy my conversation with Mike Kraus and Jamie Jackson!Find the full show notes on <a href='https://www.cuinsight.com/'>cuinsight.com</a>. Connect with Mike: Mike Kraus, Managing Director of TruStage Ventures <a href='http://trustage.com'>trustage.com</a> Mike: <a href='https://www.linkedin.com/in/mike-kraus-fintechvc/'>LinkedIn</a> TruStage: <a href='https://www.linkedin.com/company/trustage/'>LinkedIn</a> | <a href='https://www.instagram.com/trustage/'>Instagram</a> | <a href='https://www.facebook.com/TruStage'>Facebook</a> | <a href='https://www.youtube.com/TruStage?themeRefresh=1'>YouTube</a> Connect with Jamie: Jamie Jackson, CEO of Arkatechure <a href='http://arkatechture.com'>arkatechture.com</a> Jamie: <a href='https://www.linkedin.com/in/jamiejackson/'>LinkedIn</a> Arkatechure: <a href='https://www.linkedin.com/company/arkatechture/'>LinkedIn</a> | <a href='https://www.instagram.com/arkatechture'>Instagram</a> | <a href='https://www.facebook.com/arkatechture/#'>Facebook</a> | <a href='https://x.com/Arkatechture'>X</a>

<description>&lt;p&gt;&lt;b&gt;&lt;em&gt;“Better utilizing data can give a more-tailored member experience—which makes the member truly feel like their credit union knows them.” &lt;/em&gt;&lt;/b&gt;&lt;b&gt;– Mike Kraus&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Thank you for tuning in to &lt;a href='https://www.cuinsight.com/network/'&gt;The CUInsight Network&lt;/a&gt;, with your host, &lt;a href='https://www.cuinsight.com/author/robbie-young/'&gt;Robbie Young&lt;/a&gt;, Vice President of Strategic Growth at 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.&lt;/p&gt;&lt;p&gt;Today&amp;apos;s episode is the &lt;em&gt;first part of a very special four-part series&lt;/em&gt; brought to you by &lt;a href='http://trustage.com'&gt;TruStage&lt;/a&gt;! Today&amp;apos;s discussion is with &lt;a href='https://www.linkedin.com/in/mike-kraus-fintechvc/'&gt;Mike Kraus&lt;/a&gt; (Managing Director of TruStage Ventures) and &lt;a href='https://www.linkedin.com/in/jamiejackson/'&gt;Jamie Jackson&lt;/a&gt; (CEO of &lt;a href='http://arkatechture.com'&gt;Arkatechure&lt;/a&gt;), and we focus on how credit unions can make use of their data to drive better member experiences and business outcomes, with Jamie explaining that credit unions often struggle with data silos, lack of data ownership, and a culture of fear around data expertise and Mike noting that credit unions have an abundance of member data, but it is often locked away in legacy core systems. To unlock the value, it&amp;apos;s so important for credit unions to pull all their data together into a unified platform!&lt;/p&gt;&lt;p&gt;In our conversation, both Mike and Jamie really emphasize the role that fintech partnerships can play, as they can provide the modern data infrastructure, analytics capabilities, and agility that credit unions often lack. However, they also caution that partnerships must be strategic, with clear alignment on goals and outcomes. We also cover why it&amp;apos;s so important to start small and prove value via quick wins and then scaling the data strategy. Measuring outcomes, not just activities, is key, and the most successful credit unions will be those that empower &lt;em&gt;all&lt;/em&gt; employees to make data-driven decisions!&lt;/p&gt;&lt;p&gt;As we wrap up the episode, we highlight how effectively leveraging data is crucial for credit unions to deliver personalized member experiences and drive sustainable growth in a rapidly evolving financial services landscape! I hope that you enjoy my conversation with Mike Kraus and Jamie Jackson!&lt;/p&gt;&lt;p&gt;&lt;b&gt;Find the full show notes on&lt;/b&gt; &lt;a href='https://www.cuinsight.com/'&gt;cuinsight.com&lt;/a&gt;.&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Connect with Mike:&lt;/b&gt;&lt;br/&gt;Mike Kraus, Managing Director of TruStage Ventures&lt;br/&gt;&lt;a href='http://trustage.com'&gt;trustage.com&lt;/a&gt;&lt;br/&gt;Mike: &lt;a href='https://www.linkedin.com/in/mike-kraus-fintechvc/'&gt;LinkedIn&lt;/a&gt;&lt;br/&gt;TruStage: &lt;a href='https://www.linkedin.com/company/trustage/'&gt;LinkedIn&lt;/a&gt; | &lt;a href='https://www.instagram.com/trustage/'&gt;Instagram&lt;/a&gt; | &lt;a href='https://www.facebook.com/TruStage'&gt;Facebook&lt;/a&gt; | &lt;a href='https://www.youtube.com/TruStage?themeRefresh=1'&gt;YouTube&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;b&gt;Connect with Jamie:&lt;/b&gt;&lt;br/&gt;Jamie Jackson, CEO of Arkatechure&lt;br/&gt;&lt;a href='http://arkatechture.com'&gt;arkatechture.com&lt;/a&gt;&lt;br/&gt;Jamie: &lt;a href='https://www.linkedin.com/in/jamiejackson/'&gt;LinkedIn&lt;/a&gt;&lt;br/&gt;Arkatechure: &lt;a href='https://www.linkedin.com/company/arkatechture/'&gt;LinkedIn&lt;/a&gt; | &lt;a href='https://www.instagram.com/arkatechture'&gt;Instagram&lt;/a&gt; | &lt;a href='https://www.facebook.com/arkatechture/#'&gt;Facebook&lt;/a&gt; | &lt;a href='https://x.com/Arkatechture'&gt;X&lt;/a&gt;&lt;/p&gt;</description>

“Better utilizing data can give a more-tailored member experience—which makes the member truly feel like their credit union knows them.” – Mike Kraus Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at 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 toget...

Data-Driven Partnerships - TruStage & Arkatechure

“Invest the time to find the purpose in what you do. Let that fuel and motivate you.” – Wes ZaunerThank you for tuning in to <a href='https://www.cuinsight.com/network/'>The CUInsight Network</a>, with your host, <a href='https://www.cuinsight.com/author/robbie-young/'>Robbie Young</a>, Vice President of Strategic Growth at 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 <a href='https://www.linkedin.com/in/wesley-zauner-bb0b3928/'>Wes Zauner</a>, VP of Product at <a href='http://meridianlink.com'>MeridianLink</a>, returning to the show from episode <a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-digital-progression-meridianlink/'>96</a>. Wes jumps right in with what he’s hearing across the industry—younger generations expect financial services to move at the pace of their everyday digital lives, and they won’t wait three days for an answer on a loan application. We also talk about the pressure that puts on credit unions that are still relying on paper-heavy workflows and why modernizing the “digital front door” is no longer optional.In our conversation, Wes gives a clear picture of what instant decisioning, automation, and personalized offers look like when they’re done right and why they matter so much if you want younger members to stick around. He also talks about how MeridianLink is supporting more than 2,000 institutions and handling tens of millions of applications and account openings!We dig into strategy and how credit unions can build a realistic technology roadmap without trying to be everything to everyone, as well as how understanding the specific people in your community beats a one-size-fits-all approach.As we wrap up the episode, Wes shares who he thinks of when he hears the word “success,” he talks about his enjoyment of pressure washing, and gives insight to balancing work, parenting, and purpose. Enjoy my conversation with Wes Zauner!Find the full show notes on <a href='https://www.cuinsight.com/'>cuinsight.com</a>.Connect with Wes: Wes Zauner, VP of Product at MeridianLink <a href='http://meridianlink.com'>meridianlink.com</a> Wes: <a href='https://www.linkedin.com/in/wesley-zauner-bb0b3928/'>LinkedIn</a> MeridianLink: <a href='https://www.linkedin.com/company/meridianlink/'>LinkedIn</a> | <a href='https://www.instagram.com/meridianlink/'>Instagram</a> | <a href='https://www.facebook.com/MeridianLink'>Facebook</a> | <a href='https://twitter.com/meridianlink'>X</a>

<description>&lt;p&gt;&lt;b&gt;&lt;em&gt;“Invest the time to find the purpose in what you do. Let that fuel and motivate you.” &lt;/em&gt;&lt;/b&gt;&lt;b&gt;– Wes Zauner&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Thank you for tuning in to &lt;a href='https://www.cuinsight.com/network/'&gt;The CUInsight Network&lt;/a&gt;, with your host, &lt;a href='https://www.cuinsight.com/author/robbie-young/'&gt;Robbie Young&lt;/a&gt;, Vice President of Strategic Growth at 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.&lt;/p&gt;&lt;p&gt;My guest on today’s show is &lt;a href='https://www.linkedin.com/in/wesley-zauner-bb0b3928/'&gt;Wes Zauner&lt;/a&gt;, VP of Product at &lt;a href='http://meridianlink.com'&gt;MeridianLink&lt;/a&gt;, returning to the show from episode &lt;a href='https://www.cuinsight.com/podcasts/the-cuinsight-network/the-cuinsight-network-podcast-digital-progression-meridianlink/'&gt;96&lt;/a&gt;. Wes jumps right in with what he’s hearing across the industry—younger generations expect financial services to move at the pace of their everyday digital lives, and they won’t wait three days for an answer on a loan application. We also talk about the pressure that puts on credit unions that are still relying on paper-heavy workflows and why modernizing the “digital front door” is no longer optional.&lt;/p&gt;&lt;p&gt;In our conversation, Wes gives a clear picture of what instant decisioning, automation, and personalized offers look like when they’re done right and why they matter so much if you want younger members to stick around. He also talks about how MeridianLink is supporting more than 2,000 institutions and handling tens of millions of applications and account openings!&lt;/p&gt;&lt;p&gt;We dig into strategy and how credit unions can build a realistic technology roadmap without trying to be everything to everyone, as well as how understanding the specific people in your community beats a one-size-fits-all approach.&lt;/p&gt;&lt;p&gt;As we wrap up the episode, Wes shares who he thinks of when he hears the word “success,” he talks about his enjoyment of pressure washing, and gives insight to balancing work, parenting, and purpose. Enjoy my conversation with Wes Zauner!&lt;/p&gt;&lt;p&gt;&lt;b&gt;Find the full show notes&lt;/b&gt; &lt;b&gt;on&lt;/b&gt; &lt;a href='https://www.cuinsight.com/'&gt;cuinsight.com&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Connect with Wes:&lt;br/&gt;&lt;/b&gt;Wes Zauner, VP of Product at MeridianLink&lt;br/&gt;&lt;a href='http://meridianlink.com'&gt;meridianlink.com&lt;/a&gt;&lt;br/&gt;Wes: &lt;a href='https://www.linkedin.com/in/wesley-zauner-bb0b3928/'&gt;LinkedIn&lt;/a&gt;&lt;br/&gt;MeridianLink: &lt;a href='https://www.linkedin.com/company/meridianlink/'&gt;LinkedIn&lt;/a&gt; | &lt;a href='https://www.instagram.com/meridianlink/'&gt;Instagram&lt;/a&gt; | &lt;a href='https://www.facebook.com/MeridianLink'&gt;Facebook&lt;/a&gt; | &lt;a href='https://twitter.com/meridianlink'&gt;X&lt;/a&gt; &lt;/p&gt;</description>

“Invest the time to find the purpose in what you do. Let that fuel and motivate you.” – Wes Zauner Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at 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 Wes Zauner, VP of ...

Personalized Attention - MeridianLink

Welcome to The CUInsight Network. In each episode we have wide-ranging conversations with thought leaders who support the credit union community. We identify issues and challenges facing credit unions and identify best practices. The goal of The CUInsight Network is to take a deeper dive with people and find the gems we can all learn and grow our credit unions from. Thank you for tuning in. Enjoy!

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