『FIsionaries』のカバーアート

FIsionaries

FIsionaries

著者： Evergreen Podcasts
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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 経済学
エピソード
  • Colony Bank’s Digital Communications Playbook

    Colony Bank’s Digital Communications Playbook
    2026/05/06
    Community banking has always been built on relationships. But when customers no longer need to walk into a branch to make decisions, those relationships must start earlier, move faster and become more relevant across digital channels. Live from Alkami Co:lab in San Diego, Jim Marous speaks with Jeffrey Wright, Digital Communications Manager at Colony Bank, about how community banks can use data, timing and digital engagement to build trust before a customer ever talks to a banker. Wright shares how Colony Bank is using real-time insights, customer journeys, segmentation and automation to move beyond generic campaigns. The goal is not more communication. It is more relevant communication that helps customers take the next best step without feeling sold to. Sponsored by Alkami Technologies. #FIsionaries #Alkami #ColonyBank #CommunityBanking #DigitalBanking #CustomerEngagement #BankMarketing #DataDrivenBanking #BankingInnovation #FinancialServices #DigitalTransformation #BankingLeadership #Personalization
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    22 分
  • How First US Community Credit Union Is Driving Digital Growth

    How First US Community Credit Union Is Driving Digital Growth
    2026/04/29
    What does it take for a $500 million credit union to compete like a much larger institution? Live from Alkami Co:lab in San Diego, Jim Marous sits down with Shonna Shearson, President and CEO, and Diana La Point, Chief Growth Officer, of First US Community Credit Union. The conversation explores how the credit union is moving beyond being “the best kept secret” by prioritizing digital onboarding, member experience, data-driven engagement, stronger partnerships and internal culture. Shonna and Diana explain why digital transformation is not about buying more technology. It is about knowing who you are, understanding how your members are changing, reducing friction and making sure employees see themselves as the brand. For community banks and credit unions trying to grow with limited resources, this episode shows how smaller institutions can use focus, speed and the right partnerships to punch above their weight. Sponsored by Alkami Technologies. #FIsionaries #Alkami #CreditUnions #DigitalBanking #BankingTransformation #CommunityBanking #MemberExperience #BankingInnovation #FinancialServices #DigitalTransformation #CreditUnionGrowth #BankingLeadership #DataDrivenBanking
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    28 分
  • 88% Digital with Zero Silos: Belco's Omnichannel Playbook

    88% Digital with Zero Silos: Belco's Omnichannel Playbook
    2026/03/05
    Most financial institutions talk about omnichannel. Belco Community Credit Union built it. With 88% of members active in digital banking and a 4.8-rated mobile app, Belco has achieved what many credit unions are still striving for: a seamless member experience where branch, contact center, and digital services function as one. But the real story isn’t the numbers. It’s the strategic alignment behind them. In this episode of FIsionaries™, Jim Marous talks with Brittany Bollinger, Digital Banking Analyst, and Heather Cluck, Director of Product Strategy and Development at Belco Community Credit Union, to explore how they eliminated channel silos, aligned their organization around a member-first vision, and created a digital experience that enhances the branch rather than replacing it. In this conversation: • The Strategic Alignment that reset Belco’s priorities • Why 88% digital adoption made their branches more relevant, not less • How web and mobile are designed as one unified experience • The data and feedback loops used to remove friction across every channel • Real examples of member input driving cross-channel change • What’s next on their 12 to 18-month roadmap If you lead retail banking, oversee digital, or are trying to make your branch and your app feel like the same institution, this conversation will reshape how you think about omnichannel.
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    42 分
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