Financial Minds: Meet the Experts | Podcast en RSS.com

Financial Minds: Meet the Experts

Financial Minds: Meet the Experts

por Vizo Financial

Negocios Educación

Temporada 5

Uncovering Intelligence: Vertice AI

The way credit unions can leverage data is constantly evolving, and Vertice AI is a prime example. In this episode of Financial Minds: Meet the Experts, Jaime meets with Mitch Rutledge of Vertice AI and Michal Parker of MTC FCU to discuss this powerful AI-driven solution and how it can uncover opportunities to better engage new and existing members. Listen in to hear about how MTC FCU is currently using Vertice AI to improve member relationships, as well as operations, and what credit unions should know as they begin exploring the use of AI solutions for their own organizations. Join the conversation as they discuss: An overview of Vertice AI and it’s capabilities What led MTC FCU to choose the Vertice AI solution The concerns of implementing AI and how Vertice AI addresses them And more! Tune in to learn about the Vertice AI solution and hear one credit union’s first-hand experience with this innovative member growth technology! Connect with Us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

CUltivate AI with Phillip Autrey

Artificial intelligence is a rapidly transforming industries across the globe, and credit unions are no exception. In this episode of Financial Minds: Meet the Experts, Jaime sits down with Phillip Autrey from CUltivate AI to discuss their AI platform specifically designed for the credit union industry. Tune in to learn how CUltivate AI was developed to address the unique challenges credit unions face and help organizations improve efficiency, enhance member service and support smarter decision-making. Join the conversation as they discuss: The mission of CUltivate AI What challenges or opportunities inspired CUltivate AI Examples of how CUltivate AI can improve operational efficiency And more! Whether you’re exploring AI for the first time or looking for ways to leverage innovative technology, listen in to gain valuable insight into how credit unions can prepare for the future. Connect with Us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood and Tim Sustak

With the June FOMC meeting taking place next week, we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts podcast. Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could affect credit unions. Together, they’ll explore: · The key economic indicators to watch most closely · What the Fed’s biggest challenges are right now · The potential impact a new FOMC chair could have on monetary policy · Economic trends that credit unions leaders should have on their radar · And more! Tune in to hear Scott and Tim on this week’s economic update! Then, be sure you don’t miss Tim’s post-Fed meeting analysis in our FOMC Update next week. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Executives

We’ve officially reached the final episode of our Meet the Team series here on Financial Minds: Meet the Experts! To close out the series, we sat down with the team that helps guide the overall vision and strategy for the corporate, Vizo Financial’s executive leadership team. Listen in as Jaime talks with Fred Eisel, president/CEO; Lori Gall, EVP/chief operating officer; and Jeff Stoner, EVP/chief strategy officer, to discuss their responsibility in ensuring Vizo Financial continues growing, innovating and serving members at the highest level. Together, they share: · What accelerating credit union success looks like in practice · The biggest challenges credit unions are facing today · Balancing innovation and stability in a highly-regulated industry · How they expect the needs of credit unions to evolve in the coming years · And more! Thank you for listening to our Meet the Team series each week as we dove into the work and responsibilities of the teams here at Vizo Financial that support credit union growth and success. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Data Analytics

As we continue to modernize and move our industry forward, helping credit unions harness their data to accelerate success is a major goal for the Corporate. On this episode of Financial Minds: Meet the Experts, we’re chatting with Vizo Financial’s data analytics team to hear how they use data analysis for strategy, insight and opportunity that creates sustainable credit union growth. Joining Jaime are Jeremy Jenkins, VP, data analytics, and Melissa McCollough, growth & data analytics strategist, to share how data analysis helps credit unions make informed decisions and better serve their members. Together, they discuss: · Working with partners like Vertice AI to bring those solutions to life · Identifying meaningful use cases for credit unions · How data leads to real and measurable impacts for credit unions · Common misconceptions about using AI · And more! Listen or watch to hear more from our data analytics team! Then, make plans to tune in to next week’s episode as we close out our meet the team series with our executive team! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Treasury

Growth and stability are important goals for credit unions. Through lending, liquidity and strategic financial management, the treasury team helps credit unions to achieve these goals. On this episode of Financial Minds: Meet the Experts, we’re talking with Vizo Financial’s treasury team and their role in supporting the credit unions we serve. Joining Jaime are Tim Sustak, SVP/chief treasury officer, and Josh Faith, lending services and treasury director, to talk about keeping credit unions competitive, compliant and financially strong. Together, they share: · The role of the treasury and credit department · Credit trends to watch · Common liquidity challenges credit unions face · The role and benefits of safekeeping · And more! To hear more from our treasury team, tune in to this week’s episode! Don’t miss out next week as we continue our meet the team series with Vizo Financial’s data analytics team. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: Acccounting

Financial strength and stability is vital for credit unions to serve their members. On this episode of Financial Minds: Meet the Experts, we look behind the scenes at Vizo Financial’s accounting team and the critical role they play in helping the credit unions we serve have the financial support they need to succeed. Joining Jaime are Mark Brown, SVP/chief financial officer; Deanna Swift, VP, accounting; and Margie Jones, controller, to talk about their responsibilities in posting and transaction management for our members. They share: · How to ensure timeliness and accurate data · Ways they support transparency and trust across credit unions · The difference in accounting for a corporate credit union vs. a natural person credit union · The impact of regulatory requirements on team operations · And more! Listen in to hear from our accounting team on this week’s episode! Then, don’t miss next week’s episode as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: PMO

For every system upgrade, implementation or coordination of cross-departmental teams, the project management office (PMO) is there to ensure things run smoothly. On this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s PMO team and how their role in bringing big initiatives to life helps credit unions succeed. Joining Jaime are Chris Dowhower, VP, project management, and Judy Jackson, associate project manager, to talk about the behind-the-scenes responsibilities of the PMO team at Vizo Financial. Together, they discuss: · What the PMO team does · First priorities when taking on large projects · How to build and manage timelines across different departments · How to measure a project’s success · And more! Tune in to hear from our PMO team on this week’s episode! Then, be sure to watch next week’s episode as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Meet the Team: IT

Credit unions excel when they have information systems running smoothly, securely and reliably. That’s why, on this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s information technology (IT) team and how their behind-the-scenes work plays a critical role in keeping Vizo Financial and our credit unions operating efficiently. Joining Jaime are Mike Heider, VP, information technology; Zac Hoffman, IT operations manager; and Andrew Jarrell, systems administrator & help desk manager, to talk about maintaining infrastructure and patching systems, strengthening firewalls and protecting sensitive data. Tune in to hear how they keep both internal teams and credit unions operating with confidence. They share: An overview of the IT team’s responsibilities A typical day of an IT team member Proactive measures they take to prevent future issues A deeper dive into patching systems and firewalls And more! Join us to hear our IT team on this week’s episode! Be sure to listen in next week too as we continue our meet the team series! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood and Tim Sustak

The April FOMC meeting takes place next week and you know what that means! We’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts podcast. Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Tune in as they share their thoughts on how the meeting could impact credit unions. Together, they’ll explore: · What’s driving the current state of the economy · The job market and how employment is holding up · How inflation could keep the Fed cautious · The current rate environment and the possibility of cuts · And more! Make sure to catch Scott and Tim for this week’s economic update! Next week, we will get back into our Meet the Team series and continue looking at what goes on behind the scenes at the Corporate to support credit union success. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

1 de 7