• Bringing Vendors Together to Drive Credit Union Success

  • 2024/10/07
  • 再生時間: 32 分
  • ポッドキャスト

Bringing Vendors Together to Drive Credit Union Success

  • サマリー

  • With credit unions managing an average of 182 vendors per week, ensuring alignment between all partners can be a daunting task. But what if getting all your vendors in the same room could unlock new opportunities for strategic growth?

    In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host Mike McWethy, EVP of Texans Credit Union welcome on Tansley Stearns, President and CEO of Community Financial Credit Union to talk about the value of getting all vendors into one room to align on strategy.

    Plus:

    • Are credit union boards equipped to meet strategic goals, and how should board recruitment be reimagined?
    • What challenges do credit unions face with member onboarding, and how can they improve the process?

    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.

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あらすじ・解説

With credit unions managing an average of 182 vendors per week, ensuring alignment between all partners can be a daunting task. But what if getting all your vendors in the same room could unlock new opportunities for strategic growth?

In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host Mike McWethy, EVP of Texans Credit Union welcome on Tansley Stearns, President and CEO of Community Financial Credit Union to talk about the value of getting all vendors into one room to align on strategy.

Plus:

  • Are credit union boards equipped to meet strategic goals, and how should board recruitment be reimagined?
  • What challenges do credit unions face with member onboarding, and how can they improve the process?

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.

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