Are you facing the challenge of building the right team to drive your credit union forward? Many leaders grapple with whether to hire specialists with deep expertise or passionate generalists who bring versatility. In an industry that's rapidly evolving, how do you assemble a team that's both agile and aligned with your vision?

In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host James McBride, president and CEO, CONNECTS Federal Credit Union welcome on sponsored guest Kian Sarreshteh, co-founder and CEO of InvestiFI to talk about strategies for building the ideal team for growth by balancing specialists and generalists.

Plus:

• Discover how embracing radical transparency can align your organization and enhance collaboration.
• Learn how integrating investment services directly into your online banking can keep deposits in-house and meet your members' evolving needs.
• Explore effective ways to enhance member loyalty and increase share of wallet in your credit union.

A huge thanks to this episodes sponsor, InvestiFI

InvestiFi is the only InvestTech solution built to allow for trading to and from deposit accounts, enabling Credit Unions to retain more assets and attract new members. Help your members navigate the complexities of financial markets with ease from within their current online banking experience with InvestiFi. Learn more at investifi.co.

You want your credit union to be data-driven, but are you asking the right questions to get there? Many credit union leaders have access to endless amounts of data but struggle to translate that into real business impact. Dashboards look great, but how do you use them to move the needle on what truly matters?

In this episode of Grow Your Credit Union, Joshua Barclay and Becky Reed welcome on sponsored guest Ben Stangland, President of Strum Platform to dive deep into the real questions your credit union should be asking to make your data work for you. Questions that go beyond vanity metrics like clicks and opens.

Plus:

• Is your culture designed to truly understand your members?
• How can vendors evolve into true partners, rather than just another service provider?

A huge thanks to this episodes sponsor, Strum Platform

Strum Platform revolutionizes credit union marketing with hyper-targeted segmentation and campaigns that drive loans and deposits. Let us show you how to triple email open rates with campaigns that target the right member at the right time with the right message in minutes. Schedule a demo today to see the power of Strum Platform in action.

With growing scrutiny on financial institutions, forced-place collateral protection insurance (CPI) has become a significant pain point for both members and credit unions. Hidden costs from CPI can lead to inflated loan payments, causing financial strain on members and, in extreme cases, vehicle repossessions. So, how can credit unions protect their members from these pitfalls while maintaining the necessary insurance protections?

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Dan Daggett, Chief Strategy Officer at Credit Unions First, to unpack the real cost of forced-place CPI. They dive into why it’s a problem and explore a member-friendly alternative—lender single interest (LSI) insurance—that keeps the protection but ditches the hidden fees.

PLUS

• Common mistakes in board dynamics and vendor relationships—and how credit unions can fix them.
• How to keep your employees adaptable and ready for change in today’s fast-paced world.

A huge thanks to our sponsor, Credit Unions First

Credit Unions First is a fintech insurance credit union service organization that is always putting your “members first,” with all that they do. Credit Unions First is dedicated to creating efficiency for your team and while they are at it, they will show you how to keep more of your members’ dollars, yes, YOUR members' dollars, in your communities where it belongs. ThReach out to Credit Unions First today and find out what they can do for your credit union www.creditunionsfirst.org !

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