Financial Minds: Meet the Experts

Financial Minds: Meet the Experts

by Vizo Financial

Business Education

Season 4

DefenseStorm Essentials - The Security Solution for Small Credit Unions

If your credit union has a small team and limited resources, our latest episode of the Financial Minds: Meet the Experts podcast is for you! This week, Jaime sits down with Paige Barry, VP of strategic partnerships at DefenseStorm, to discuss a new, bundled cyber risk management solution that’s made specifically for smaller credit unions…Defense Storm Essentials! Discover how your credit union can level the playing field and stay secure with this solution as they discuss: · An overview of the DefenseStorm Essentials package · How credit unions can qualify for the solution · Types of dashboards and reporting that are available with this service · Ways that DefenseStorm helps organizations achieve a positive ROI If your institution is on the smaller side, and you want to stay ahead of cyber threats and regulatory compliance, check out this episode today! Learn More: https://www.vfccu.org/solutions_mobile/Risk-Management.html#DS-essentials Connect with Us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Combat the Fear of AI with MC FCU and Vertice AI

Does your financial institution have AI anxiety? During the Financial Minds: Meet the Experts podcast this week, Jaime chats with Elba Arenas, president/CEO of MC FCU, and Mitch Rutledge, CEO of Vertice AI, about ways your credit union can overcome the unease associated with adopting AI in office operations. Hear from them as they explore: · Common fears and misconceptions about how AI is used in the industry · Defining AI use in the context of credit union operations · Safe and low risk use cases that credit unions should explore · Challenges organizations could face if they decide not to adopt AI · How to ensure AI enhances human work instead of replacing it If your organization is hesitant to adopt AI or even if you’re inching closer to the starting line, you’ll definitely want to press play on this episode! Start listening now! Learn More: https://www.vfccu.org/solutions_mobile/vertice-ai.html Connect with us: Website: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial

Preparing for Next-Level Technology with Meredith Piotti, Wolf & Company

How can your credit union navigate the changing landscape of advanced technology? In this week’s episode of Financial Minds: Meet the Experts, Jaime sits down with Meredith Piotti of Wolf & Company to talk about how credit unions can best approach developing technology in their business operations. Discover how your institution can build tech-focused business strategies to shape successful outcomes as they explore: · Real world examples of credit unions that have successfully applied intelligent automation to improve task management and loan processing efficiency · Practical steps organizations should take to assess and improve their data quality, governance and security prior to implementation · Ways to overcome common barriers like limited budgets, resistance to change or data silos If your organization is interested in building rapidly evolving tech into your business plans, this episode is a can’t miss! Tune in today! Learn More: https://www.wolfandco.com Connect with us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Uncover Your Growth Potential with Jeremy Jenkins, Vizo Financial

How can your credit union find valuable information, and more importantly, growth potential, in your existing data? Find out in this week’s episode of the Financial Minds: Meet the Experts podcast! Jaime talks with Jeremy Jenkins, VP of data analytics with Vizo Financial, about member growth tools and tactics that can be advantageous for credit unions. Learn how your organization can reclaim valuable time, so you can focus more on strategic growth and innovation. Hear from them as they explore: · Lessons on time being the biggest challenge in Jeremy’s recent blog article, “The Role of AI in Credit Unions: From the Lens of a Former President/CEO” and how automated technology can give that essential piece of the puzzle back · Success stories and use cases to demonstrate where analytics and automation have transformed back-office functions and operational efficiencies · Key takeaways from Vertice AI segmentation and modeling tools to deepen member engagement · And lots more! If your organization is interested in harnessing the power of growth opportunities, you won’t want to miss this episode. Press play now! Learn More: https://www.vfccu.org/solutions_mobile/vertice-ai.html Connect with us: Website: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial

The Future of Financial Messaging with ISO 20022

ISO 20022 on your mind? With the recent migration of FedWire to this new standard, it’s not surprising. And this week, we’re going to help you find everything you need to know about ISO 20022 (including how to pronounce it!) on the Financial Minds: Meet the Experts podcast. Jaime connects with our team of experts, Erica Johnson, director of payments; Ben Braun, payment application analyst; and Kristin Smith, senior EFT specialist with Vizo Financial, to discuss all things ISO 20022. Find out how your financial institution can start integrating it and what the benefits are for adopting ISO 20022. Tune-in as they explore: How ISO 20022 differs from older standards like SWIFT MT or ISO 15022 Who is currently adopting ISO 20022 and what the global rollout status is Ways that ISO 20022 enables richer data in payments and why this is important How ISO 20022 could lay the groundwork for more efficient cross-border payments or real-time settlement And much more! If your organization is curious about ISO 20022 and how it’s reshaping the future of financial messaging, this episode is for you! Grab your headset and head to the podcast now! Learn More: https://www.frbservices.org/resources/financial-services/wires Connect with us: Website: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Offering Your Members Higher Education Loans with Karie Bedford, Sallie Mae

It’s never too early to start planning for back to school, and in this week’s episode of the Financial Minds: Meet the Experts podcast, we’re talking about student loans! More specifically, what options are available for you to provide higher education financing for your members? Karie Bedford, senior relationship manager, financial institutions channel with Sallie Mae, sits down with Jaime to discuss the range of opportunities available with the full loan suite and other advantages that will benefit your credit union. Listen as they explore: How Sallie Mae’s approach to student lending differs from other private lenders in the market Why credit unions should be promoting student loan options now Ways that your credit union can retain existing members and attract new ones by offering Sallie Mae’s education loan suite The exclusive portal credit unions can use to access turnkey marketing materials And more! Now is the time to offer students loans to your members…are you ready? Tune in to this episode to learn how you can be, right now! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

With the July FOMC meeting taking place next week, it’s time for another economic update episode of the Financial Minds: Meet the Experts podcast! Joining Jaime are Vizo Financial’s very own dynamic duo, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Hear from our economic experts as they explore: Predictions for the upcoming FOMC meeting Signals the Fed has given about the possibility of rate cuts later this year Global risks that could impact the Fed’s outlook How the Fed’s next steps could impact mortgages, auto loans and overall rates And much more! Tune in for this week’s podcast to discover what lies ahead for the economy, and don't miss our FOMC Update video on July 31! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

2025 Financial Conference: Insights and Deep Dive with Phil Barnhill, Greenville FCU, and Darrell Tyler, Richmond Heritage FCU

With the 2025 Financial Conference coming up on September 10-12, 2025 at the Omni Grove Park Inn in Asheville, N.C., our fearless podcast host, Jaime, is chatting with past attendees to get the inside scoop! She caught up with Phil Barnhill with Greenville FCU and Darrell Tyler with Richmond Heritage FCU to find out more about the benefits of this conference for financial leaders. Hear from them as they discuss: Ways that the Financial Conference stands out from other events What meaningful connections they have made during the conference How the Financial Conference has evolved over time Favorite moments from the event There’s a lot to learn about the 2025 Financial Conference in this week’s episode. Click play to watch or listen now! Interested in joining us for the 2025 Financial Conference? You can visit our website to learn more about the education sessions, networking opportunities, activities and more that will take place at the event. Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial Greenville FCU: https://www.greenvillefcu.com Richmond Heritage FCU: https://richheritage.org

Economic Update with Scott Wood and Tim Sustak, Vizo Financial

With the FOMC meeting taking place next week, get caught up on the economy in this week’s podcast episode! Joining Jaime for the latest installment of the Financial Minds: Meet the Experts podcast are Vizo Financial’s Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Learn from our economic experts as they discuss: Predictions for the upcoming FOMC meeting Outlook for the economy What trends we’re seeing with liquidity And much more! Discover what’s ahead for the economy by tuning in to our podcast! Don't miss our FOMC update on June 20. We will upload the video to our website and YouTube page later in the day following the meeting. Following this episode of the podcast will be taking a short break, returning on July 16. While you wait for new content, you can get caught up on past episodes! Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial Instagram: @vizofinancial

Credit Union Fraud Prevention with a Panel of Industry Experts

We’re putting fraud under the microscope and turning up the focus in this week’s episode of Financial Minds: Meet the Experts! Listen in as Jaime connects with a panel of experts from four financial institutions to discuss the types of fraud that credit unions are increasingly facing and what practices and strategies may help in the fight against these growing threats. You’ll hear from Michele Ford at Patriot FCU, Amanda Balmer at PSECU, Lauren Greenaway at Belco Community CU and Cindy Hagan at Vizo Financial. Learn from the panel as they talk about: Red flags to help detect and prevent fraud The importance of cross-department collaboration in fraud prevention efforts Key components of a proactive fraud prevention strategy How to balance fraud prevention and maintain a seamless member experience Ways that financial institutions can leverage data analytics to identify and prevent fraudulent activities And lots more! The fight against fraud is heating up, so make sure to tune in to the podcast! But wait, there’s more! Don’t miss our upcoming webinar featuring this same panel of experts on June 24 at 2:00 p.m. ET. Get more details here! Learn More: Visit our website: https://vfccu.org/solutions_mobile/Risk-Management.html Connect with us: Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial nstagram: @vizofinancial Patriot FCU: www.patriotfcu.org PSECU: www.psecu.com Belco Community CU: www.belco.org

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