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  • How Trustmark Bank is Combining Human + Digital in Treasury Management

    How Trustmark Bank is Combining Human + Digital in Treasury Management
    Jun 5 2025
    In this episode of the FIsionaries Podcast at Co:lab 2025, Ryan Hill, First Vice President and Product Director of Corporate Treasury Services at Trustmark National Bank, shares how Trustmark balances AI, technological advancement, and meaningful client engagement in commercial banking. Hill discusses the importance of communicating effectively with clients and internal teams, and how Trustmark approaches vendor partnerships to enhance its treasury management capabilities. Finally, Hill shares how Trustmark enhances security, improves client education, and prepares for an AI-driven future while maintaining the consultative approach that defines their business relationships.
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    32 Min.
  • How American Eagle FCU Improves the Financial Wellness of Members

    How American Eagle FCU Improves the Financial Wellness of Members
    Jun 3 2025
    In this episode of the FIsionaries Podcast from Co:lab 2025, Pamela Villanova, SVP of Digital Services, and Mari Gadlin, Director of Digital Banking Services, from American Eagle Financial Credit Union, share how they're building a digital-first mindset focused on personalization and financial wellness. The conversation explores how a credit union of modest size evaluates and selects technology partners, builds internal enthusiasm for digital initiatives, and creates solutions that members may not even know they need. Their enthusiasm is infectious as they share the challenges and triumphs of creating meaningful digital engagement while maintaining the personal touch that members value.
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    24 Min.
  • Mountain America's Member-Centric Digital Evolution

    Mountain America's Member-Centric Digital Evolution
    May 29 2025
    In this episode of the FIsionaries Podcast, we're joined by James Hilton, VP of Product Management for Digital Solutions, and Jesse Evenson, Director of Quality and Site Reliability, from Mountain America Credit Union in Salt Lake City. With a legacy of member-focused service primarily through branches, MACU is navigating the challenge of creating "a digital twin" of their acclaimed in-person experience. Hear how this credit union balances security with frictionless service, uses observability to measure member satisfaction, and why they believe anticipatory banking powered by AI will transform the member experience in the future. Our guests also share how traditional institutions can embrace digital transformation without losing their cultural identity.
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    33 Min.
  • NASA Federal's Formula for Digital Transformation Success

    NASA Federal's Formula for Digital Transformation Success
    May 27 2025
    In this episode of the FIsionaries Podcast from Co:lab 2025, I'm joined by Liam Petraska, Digital Banking Manager at NASA Federal Credit Union. Petraska shares the remarkable story of how the $5.5 billion credit union transformed its member experience from a dated platform with 1.3-star reviews to a modern solution earning 4.8 stars in less than 18 months. He reveals the keys to their success, including strong leadership buy-in, cross-functional collaboration, clear communication strategies, and a culture that embraces continuous evolution. Tune in to discover how NASA Federal approaches vendor selection, manages organizational change, and maintains momentum in the constantly evolving landscape of digital banking.
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    38 Min.
  • From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union

    From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union
    Apr 29 2025
    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 Min.
  • Meaningful Banking Innovation at First Fidelity Bank

    Meaningful Banking Innovation at First Fidelity Bank
    Apr 24 2025
    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 Min.
  • How Capital Credit Union Uses Data to Drive Personalized Growth

    How Capital Credit Union Uses Data to Drive Personalized Growth
    Jan 16 2025
    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 Min.
  • The Power of Member-Driven Innovation at Apple FCU

    The Power of Member-Driven Innovation at Apple FCU
    Jul 11 2024
    We’re honored to have David Gorham, VP of Digital Solutions, Rebecca Forsberg, Director of Enterprise Application Support and Salinna Reel, Director of Digital Product Operations at Apple FCU on the FIsionaries podcast. They share how a clear focus, incremental implementation and a strong partnership with third-party solution providers is essential for successful digital banking transformation. They also share how using member feedback to build an innovation roadmap and continuously measuring effectiveness of changes implemented limits missteps along the transformation journey.
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    43 Min.