FIsionaries

著者： Evergreen Podcasts
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  • The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders. Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digital banking game.
    Copyright 2023 Evergreen Podcasts
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あらすじ・解説

The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders. Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digital banking game.
Copyright 2023 Evergreen Podcasts
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エピソード
  • From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union

    From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union
    2025/04/29
    From democratizing data across the organization to creating timely, personalized experiences for their 114,000 members, Chad Gramling, AVP of business intelligence at 3Rivers Federal Credit Union, explains how 3Rivers abandoned the traditional seasonal marketing calendar in favor of always-on, data-driven member engagement. Learn how 3Rivers integrated their business intelligence, marketing, and digital teams to deliver more relevant financial solutions across all channels and why Chad believes financial institutions should "be offended that Credit Karma knows our members better than we do." This conversation reveals practical insights into how even modestly-sized institutions can leverage data to deliver highly personalized engagements.
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    31 分
  • Meaningful Banking Innovation at First Fidelity Bank

    Meaningful Banking Innovation at First Fidelity Bank
    2025/04/24
    With assets of $2.7 billion, First Fidelity Bank has nearly doubled in size since 2017. My conversation with John Symcox, Senior Vice President and Chief Innovation Officer at First Fidelity Bank, explores how smaller financial institutions can innovate at speed and scale, particularly in the underserved treasury management and commercial banking areas. Symcox shares how the COVID-19 crisis permanently shifted his organization's approach to rapid deployment, how they've leveraged fintech partnerships to compete with major institutions, and why their focus on relationships first and technology second has been their formula for success. Discover how this community bank has managed to "punch above its weight" in delivering innovative solutions without sacrificing the human connection that drives its business.
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    32 分
  • How Capital Credit Union Uses Data to Drive Personalized Growth

    How Capital Credit Union Uses Data to Drive Personalized Growth
    2025/01/16
    Financial institutions of all sizes face mounting pressure to deliver personalized experiences that rival tech giants and fintech disruptors. As consumers increasingly expect tailored financial services that anticipate their needs and preferences, credit unions must evolve beyond traditional relationship banking. We’re joined by Steve Zich, Chief Marketing Officer of Capital Credit Union on the FIsionaries podcast. Steve has spearheaded a remarkable transformation in how his institution leverages data to enhance member relationships while maintaining the personal touch that credit unions are known for. We explore Capital’s successful integration of advanced analytics with traditional relationship banking, examining specific opportunities and challenges that organizations can face along their journey.
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    32 分

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