Grow Your Credit Union

By: Becky Reed and Joshua Barclay
  • Summary

  • Each week, host Joshua Barclay and co-host Becky Reed dive into the nitty-gritty of successful credit union operations, exploring innovative approaches and leadership insights. We’re more than just a podcast; we’re your go-to resource for turning challenges into opportunities. Join us as we laugh a bit, learn a lot, and push the boundaries of what’s possible in the credit union world.
    2024 - Grow Your Credit Union
    Show More Show Less
activate_samplebutton_t1
Episodes
  • Building a Data-Driven Credit Union: Are You Asking the Right Questions?
    Sep 16 2024

    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.

    Show More Show Less
    41 mins
  • The True Costs of Forced-Place CPI
    Sep 9 2024

    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 !

    Links:

    Listen to Members First Mindset

    Show More Show Less
    29 mins
  • How to Beat Rising Costs with an Efficiency-Driven Culture
    Sep 3 2024

    With operational costs rising—up nearly 6% over the past year—credit unions face the ongoing challenge of maintaining the efficiency needed to stay competitive. How can your credit union effectively transform increasing operational expenses into opportunities for improvement through team empowerment and technology adoption?

    In this episode of Grow Your Credit Union, Joshua Barclay and Becky Reed welcome on guest David Tuyo, President and CEO of University Credit Union to talk about innovative strategies to tackle rising operational costs in credit unions.

    PLUS

    • How can credit union leaders cultivate a sales-focused culture that aligns with their mission to serve members, without compromising integrity?
    • How can you foster talent development, even when there's a risk of employees leaving for other opportunities?

    A huge thanks to our 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. Visit www.strumplatform.com to learn more.

    Show More Show Less
    34 mins

What listeners say about Grow Your Credit Union

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.