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Aug 13, 2024 | 
cuinsight.com | Jaime Marks
I have been fortunate to work in financial institutions with rich commercial banking divisions. Terms like SBA Express, 7(a), and 504 became second nature in the office, at client lunches, and on the golf course. However, in December 2017, I learned about the most essential SBA product after witnessing what was, at the time, the largest wildfire in the history of the State of California. The Thomas Fire burned 440 square miles through Ventura County, ultimately reaching my beloved Santa Barbara.
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Feb 8, 2024 | 
cuinsight.com | Joman Kwong |ARIS JERAHIAN |Mark Arnold |Jaime Marks
Today, financial institutions are adopting more new technology solutions to provide better services to customers — and credit unions are not exempt from this growing trend. However, the process of vetting and officially onboarding the right technology vendor can be a lengthy and cumbersome one, creating challenges for employees, customers, and vendors alike.
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Feb 8, 2024 | 
cuinsight.com | ARIS JERAHIAN |Mark Arnold |Jaime Marks |Chad Davis
Artificial intelligence (AI) has been attracting the financial industry’s attention for years. Have we reached the state of pervasive use of this transformative technology? While the answer might be no, it’s probably not that far off. While significant challenges remain, the industry appears to have reached a tipping point.
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Feb 7, 2024 | 
cuinsight.com | Jim Nussle |Mark Arnold |Jaime Marks |Chad Davis
Launching a brand-new association to provide a united voice for the credit union industry represents a historic milestone for our movement. Over the past month, America’s Credit Unions Transition Board of Directors has worked to set a North Star for our team to aspire to. That came to life with our mission and vision. Our mission is to advocate for and advance an environment where credit unions thrive.
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Feb 7, 2024 | 
cuinsight.com | Mark Arnold |Jaime Marks |Chad Davis
Joining our host Ed Walters this week is Simon Darchis, Head of Partnerships at Finwise Bank, to discuss his trajectory in the financial services sector from Europe to the US. With this multi-cultural background in finance, Simon explains the intricacies of fintech, unraveling the cultural and regulatory intricacies that shape these distinct markets. It’s not a secret that the American economy is driven by debt, whether that’s commercial or consumer.
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Feb 7, 2024 | 
cuinsight.com | Mark Arnold |Jaime Marks |Chad Davis
Today’s consumers judge their financial service providers based on a new definition of trust—one that goes well beyond the traditional factors of safety and security, and includes elements like capabilities, access and convenience. Adoption of digital services that are fully integrated into the member experience can go a long way towards addressing this new market dynamic and help credit unions compete with fintechs and new payment providers for consumer engagement.
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Feb 7, 2024 | 
cuinsight.com | Mark Arnold |Jaime Marks |Chad Davis
Your community bank or credit union strategic plan is still fairly young this time of year. There are plenty more goal posts to reach and mile markers to pass before you achieve the initiatives you set at your session. But youth is fleeting…Your goals’ deadlines will be here faster than you think, so it’s worth examining your progress and how to maintain the pace. Lao Tzu famously wrote, “A journey of a thousand miles begins with a single step.” Have you taken a step yet?
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Feb 7, 2024 | 
cuinsight.com | Chris Prentice |Amanda Cooper |Mark Arnold |Jaime Marks
Global equities climbed to a more than two-year high and the S&P 500 touched a record peak on Wednesday, as strong earnings offset jitters related to U.S. regional banks and China’s markets. Bonds were under modest pressure, as comments from Federal Reserve officials reaffirmed expectations that the central bank may not cut rates soon. The U.S. dollar retreated and oil prices rose.
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Feb 7, 2024 | 
cuinsight.com | Caroline Hroncich |Mark Arnold |Jaime Marks |Chad Davis
The Covid-19 pandemic will undoubtedly go down in history as an event that dramatically changed how — and where — the world works. Prior to 2020 banks were doing much of their businesses in branches and offices. The pandemic forced them to quickly transition their massive workforces to work from home.
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Feb 7, 2024 | 
cuinsight.com | Karen Mangia |Mark Arnold |Jaime Marks |Chad Davis
The number one leadership initiative in any organization today is improved coaching. Coaching empowers employees, empowerment drives engagement, and engagement drives performance. At its core, coaching is about transformation. Leading distributed teams requires transforming how we coach and changing our play calls and playbooks to get things done.
