TechSolutions4CUs
By John San Filippo, Finopotamus Publisher
Categories: Technology, Business
Technology is reshaping the credit union movement at an unprecedented pace. From core modernization and digital transformation to AI-powered lending, open banking, and member experience platforms, navigating the vendor landscape has never been more vital—or more complex. TechSolutions4CUs is the premier interview podcast dedicated to bridging the gap between progressive credit unions and the innovative fintechs built to serve them. Produced as part of the Finopotamus media network, TechSolutions4CUs directly supports our core editorial mission: to provide the credit union industry with balanced, insightful, and actionable technology coverage, while creating a collaborative platform where forward-thinking technology providers and credit union leaders can connect, learn, and grow together. WHAT YOU'LL HEAR Each episode delivers substantive, high-level conversations with the decision-makers moving the financial services needle: • Credit Union Executives & Innovators: Real-world case studies, implementation roadmaps, lessons learned, and strategic priorities straight from the c-suite and technology teams running today’s credit unions. • Fintech Founders & Industry Pioneers: In-depth explorations of modern technology solutions, emerging digital tools, and practical integration strategies designed specifically for the unique cooperative model of credit unions. • Actionable Industry Insights: Unvarnished discussions on the issues that matter most—from risk management, cybersecurity, and regulatory compliance to loan origination, data analytics, and digital business banking. THE FINOPOTAMUS ECOSYSTEM Whether you are a credit union leader looking to modernize your tech stack or a fintech founder seeking to understand the distinct culture and operational needs of credit unions, TechSolutions4CUs offers the context, clarity, and connections required to build successful, long-term partnerships. Join publisher and host John San Filippo for deep-dive discussions that go beyond…
46 episodes indexed on PodSearch.
Recent episodes
- The Binance Hack Spells Opportunity for CUs, with Jon Ungerland
When headlines broke that $6 billion in digital assets were stolen from Binance, the immediate instinct for many credit union executives was to hit the brakes on digital asset strategy. In this episode of TechSolutions4CUs, host John San Filippo sits down with Jon Ungerland, CIO of DaLand CUSO, to…
- The Finovate Difference, with Finovate Host Greg Palmer
Finopotamus is a proud media partner for the Finovate conference series. With FinovateFall in New York just around the corner, we invited the host of the show Greg Palmer into the studio to talk about what makes Finovate different and why credit union technologists should attend this important…
- Your Credit Union’s Comfort Zone May Be Its Graveyard, with Jim Perry
What happens when credit union leaders get too comfortable? They miss the subtle, rapid shifts that are quiet core-disruptors.In this episode of TechSolutions4CUs, host John San Filippo sits down with Jim Perry, Senior Strategist at Market Insights, for a wide-ranging, candid conversation about…
- All Managed Service Providers Are Not Created Equal, with Veritium's Clair Finkenbinder
In this episode of TechSolutions4CUs, host John San Filippo spoke with Clair Finkenbinder, the co-founder and Chief Revenue Officer of Veritium. The conversation focused on how managed service providers (MSPs) operate within the financial sector and how Veritium is disrupting the traditional MSP…
- Commercial Lending 101, with Trevor Haley of IMCU and Andy Ivankovich of Baker Hill
In this episode of TechSolutions4CUs, the official Finopotamus podcast, host and publisher John San Filippo dives into the massive, yet often overlooked, opportunities within commercial lending for credit unions. Joining the conversation are two industry experts: Andy Ivankovich, CEO of Baker…
- From Congressional Testimony to Credit Union Solutions: A Conversation with Elizabeth Osborne
In this episode of TechSolutions4CUs, Finopotamus Publisher John San Filippo sits down with Elizabeth Osborne, the Senior Managing Director of Operations for Jack Henry’s Credit Union Solutions Group. Elizabeth shares her fascinating career trajectory, moving from an aspiring broadcast journalist…
- AI Talk with Tom Church-Adams, Founder of CreditUnionAI News
In this installment of the TechSolutions4CUs podcast, host John San Filippo explores the rapidly shifting landscape of artificial intelligence within the credit union movement. Breaking away from the show’s traditional format of interviewing credit union staff or or their technology partners, San…
- Kinective's Quest for a Unified Banking Operations Platform, with CEO Stephen Baker
In this episode of TechSolutions4CUs, host John San Filippo sits down with Stephen Baker, CEO of Kinective, to pull back the curtain on one of the most aggressive and strategic growth stories in the credit union technology space today.Following a massive year of acquisitions—including Epic River…
- Mastering Go-to-Market Strategies, with Angi Milano and Holly Glowaty
In this episode of TechSolutions4CUs, host John San Filippo is joined by Angi Milano and Holly Glowaty, the co-hosts of the GTM Loop podcast. Together, they dive into the critical elements of go-to-market (GTM) strategies, exploring how fintechs can align with the credit union mission and how…
- Introducing CAFÉ (the Center for Accelerating Financial Equity), with Managing Director Kristen Castell
In this episode of TechSolutions4CUs, host John San Filippo welcomes Kristen Castell, Managing Director of CAFÉ (Center for Accelerating Financial Equity), a nonprofit organization.The conversation dives into the origin story of CAFÉ, which was launched two and a half years ago out of a new…
- Grow Your CU by Ignoring 99% of the Market, with Bankjoy's Mike Duncan
Tired of casting a wide net and coming up empty? The secret to revitalizing your credit union might be to start thinking small.In this episode, host John San Filippo sits down with Michael Duncan, CEO and founder of digital banking provider Bankjoy, to discuss the strategy of vertical banking…
- Delivering More Value to SMB Members, with the Co-Founders of Jupid
This episode of the TechSolutions4CUs podcast, hosted by Finopotamus Publisher John San Filippo, features Anna Khalzova and Slava Akulov, the co-founders of Jupid, discussing their white-labeled solution for credit unions looking to serve small business members. The Core Problem and Jupid’s…
- Ian Nock & Kevin Heisser of ArcShift Talk Cloud Repatriation
As part of our ongoing commitment at Finopotamus to cover the tech topics you won't see in other credit union outlets, we're pleased to offer a very important episode of TechSolutions4CUs on a very important topic: cloud repatriation. This episode features cloud repatriation experts Kevin Heisser…
- Alicia Disantis of 38th & Kip Studio Talks Branding and PR
In this episode of TechSolutions4CUs, host John San Filippo welcomes marketing expert Alicia Disantis to discuss foundational marketing strategies for small organizations, including fintechs and credit unions, operating on a shoestring budget.Alicia challenges the "Field of Dreams" mentality…
- Jason Cain and ShiftMate: Empowering Credit Unions with AI
On this episode of TechSolutions4CUs, we welcome Jason Cain, co-founder and CSO of ShiftMate, to discuss their innovative AI co-pilot for credit unions. Jason shares his unique perspective, born from decades of experience within credit unions and selling fintech solutions, on how ShiftMate…
- Unlocking Unstructured Data: A Conversation with VisionFi's Ronny Chapman
In this episode of Tech Solutions for CUs, host John San Filippo interviews Ronny Chapman about his new company, VisionFI. Chapman explains that VisionFI is not a standalone product but a component that plugs into other solutions like loan origination systems (LOS) or new account opening…
- Smarter SMB Lending, with Alex McLeod of Parlay Finance
On this episode of TechSolutions4CUs, Alex McLeod, CEO of Parlay Finance, discusses how credit unions can enhance their small business lending through Parlay's loan intelligence system. According to McLeod, more and more credit unions are recognizing the opportunities in serving small businesses…
- TechSolutions4CUs Special! Jack Henry's Lee Wetherington Talks Tech
What started out as a simple interview for a written article ended up becoming a great TechSolutions4CUs episode.Podcast host John San Filippo recently sat down (virtually, of course!) with the ever-insightful Lee Wetherington, Senior Director of Corporate Strategy at Jack Henry. They were…
- Navigating the Digital Frontier with Apiture's Chris Cox
In this episode of TechSolutions4CUs, host John San Filippo talks with Chris Cox from Apiture to explore the evolving landscape of digital banking for credit unions.Chris delves into Apiture's five primary solution sets:Consumer banking servicesBusiness banking servicesDigital account opening,Data…
- ebankIT's Paul Provenzano Talks SMBs and the Business Banking Opportunity for Credit Unions
In this episode, Paul Provenzano, VP of Market Development at ebankIT, discusses the significant opportunity for credit unions in the Small and Medium-sized Business (SMB) digital banking sector. He notes that many SMBs are currently dissatisfied with their banking technology and are seeking…
- Gamifying Member Onboarding, with Swaystack's Har Rai Khalsa
Har Rai Khalsa, CEO and co-founder of Swaystack, joins TechSolutions4CUs to discuss how his company is tackling the challenge of inactive accounts at credit unions. A surprising number of new accounts go dormant quickly, and Swaystack's gamified onboarding platform aims to keep members engaged and…
- SRA Watchtower's Ed Vincent on Taking a Holistic Approach to Risk Management
In this episode of TechSolutions4CUs, Ed Vincent, CEO of SRA Watchtower, discusses the company's evolution from a risk management consulting firm to a SaaS provider. He emphasizes their focus on providing a "holistic" risk management platform, meaning it aggregates data from various sources and…
- UFCU's Chris Turnley Talks (Mostly) Hits and (a Couple of) Misses in Member Experience
In this episode of TechSolutions4CUs, host John San Filippo interviews Chris Turnley, EVP of Member Experience at University Federal Credit Union (UFCU), about his career path and UFCU's approach to member experience. Turnley, with a background in startups and growth-focused businesses…
- Legend Paul Fiore Talks CU Tech Past, Present and Future
In this episode of TechSolutions4CUs, Finopotamus publisher John San Filippo interviews fintech legend Paul Fiore, tracing his career from the early days of online banking to his current work in wealth management technology. The conversation begins with the founding of Digital Insight, a pivotal…
- AI, Personalization, Data Analytics and Member Growth, with Vertice AI's Mitch Rutledge
The term "big data" is nearly 30 years old. And throughout those 30 years, credit unions have been lectured to, schooled on, and advised about the tremendous treasure trove of data they have locked in their various computer systems. Yet, to this day, turning all this data into actionable…
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