It’s been estimated that as many as 30% of what appear to be standard retail member accounts are in fact small business accounts in disguise. That’s an amazing figure and it represents only portion of the potential small business opportunity that awaits savvy credit unions.

It only makes sense that the more business services you provide, the more business members you can attract and, in turn, the better you can serve your community. Of course, the trickiest part of serving small businesses is the lending piece.

Fortunately, we have on this episode of TechSoloutios4CUs Mr. Will Tumulty, who leads a business lending company called Rapid Finance. Will is truly an expert in the field of commercial lending and will enlighten us on these and many related topics.

We’re very excited to share this conversation with you.

Some are old enough to remember when a personalized banking experience was chatting with your favorite MSR as you deposited your paycheck every Friday afternoon. Today, fewer and fewer members are visiting a branch, instead opting for all-digital banking. So how do you create a personalized experience for those digital members? Amy McGraw, Tropical Financial Credit Union's Chief Experience Officer, has the answer. She uses OneClick Financial from Reseda Group to achieve truly personalized digital member engagement. Listen to this podcast and you'll discover exactly how she does it.

Jack Henry recently published its sixth annual Strategy Benchmark, a survey of bank and credit union CEOs whose institutions run one of Jack Henry's core processing platforms. TechSolutions4CUs host John San Filippo had the opportunity to speak with Jack Henry's Senior Director of Corporate Strategy Lee Wetherington prior to publication of the Benchmark results to preview some of its findings. However, the Benchmark served more as a jumping-off point for the conversation, which explored generative AI, small language models, automation strategies, the difference in priorities between credit unions and banks, why credit unions continue to struggle with data, and more. This episode runs long, but it's worth every minute.