How Credit Unions Can Harness AI to Improve Member Experience and Stay Relevant
AI in Credit Unions: Where Innovation Meets Member Service When Curiosity Meets Opportunity Steve O’Donnell didn’t come to his first Credit Union 2.0 meeting with a grand AI strategy. He came with curiosity. The agenda had “AI” on it, and he knew it mattered. That’s where he met Saroop Bharwani, co-founder of Senso AI. Within […]
How AI Is Transforming the Credit Union Member Experience
Lessons from TruStage Ventures and Clutch on turning innovation into competitive advantage Artificial intelligence is no longer a “someday” tool—it’s here, reshaping how credit unions serve members. This episode dives deep into how TruStage Ventures’ portfolio companies, including Clutch, are using AI to: Streamline lending and deposit processes Personalize member experiences Help credit unions balance […]
How Credit Union 1 Turns AI Ambition into Member-First Action
A conversation with Todd Gunderson (CEO, Credit Union 1) and Nicole Haverly (nCino) on scaling service, speed, and trust. AI hype is everywhere, but practical examples in the credit-union space are harder to find. Todd and Nicole break down exactly where automation is driving growth today—from 24/7 lending decisions to data-driven financial wellness—and how midsize and large credit unions can follow the same roadmap without losing their relationship DNA.
How to Lead Through Uncertainty: Four Tools Credit Union Leaders Can Use Today
Navigating VUCA: What Leaders Need Now 2025 has brought economic slowdowns, regulatory flux, and heightened societal polarization—factors creating immense challenges for credit union leaders. But as Heather McKissick explains, credit unions are uniquely positioned to thrive in this environment thanks to their longstanding commitment to both operational excellence and mission-driven service. Still, even the most […]
How Credit Unions Can Harness AI to Drive Value, Efficiency, and Transformation
From Proof of Value to Game-Changer: An Inside Look at AI in Credit Unions “AI is not coming. It’s here,” says Kirk Drake. And credit unions, with their rich troves of structured data, are in a prime position to benefit. Yet many are still in wait-and-see mode. This episode aims to change that. Drake and […]
How Credit Unions Are Growing Faster by Acquiring Non-Bank Businesses
The Rise of Non-Bank Acquisitions in Credit Unions Credit unions have been making headlines for purchasing banks, but there’s a quieter, equally powerful movement happening behind the scenes. As Michael Bell shares, credit unions are increasingly acquiring ancillary businesses like insurance agencies and title companies to deepen member relationships, diversify income, and bolster strategic growth. […]
How AI Can Help Credit Unions Grow Smarter, Not Harder
Unlocking Credit Union Growth in the Age of AI What does it take for credit unions to not just survive—but thrive—in today’s rapidly evolving financial landscape? According to Mitch Rutledge of Vertice AI and Fred Eisel of Vizo Financial, the answer lies in embracing artificial intelligence and data analytics. In their conversation with Doug English, […]
How One Credit Union CEO Made the Bold Move from Acquirer to Mergee—And What It Means for the Industry
From Modest Beginnings to Billion-Dollar Growth Mark Rosa’s credit union career began in 1985 with a $3 million credit union. When he joined Jefferson Parish School Board Employees Credit Union in 2004, the organization was still a single-SEG credit union serving only the local school system. But that soon changed. With a board open to […]
How Board Backgrounds Shape CEO Compensation—And What Credit Union Leaders Can Do About It
Executive compensation in credit unions isn’t just about financial data—it’s shaped by the personal experiences, values, and biases of board members. Understanding this dynamic is crucial for credit union leaders navigating pay discussions and structuring compensation in a way that supports long-term success. In the latest episode of CU On The Show, host Doug English […]
How GAC 2025 Is Breaking Records – And Why You Need to Be There
The Governmental Affairs Conference (GAC) 2025 is shaping up to be one of the biggest and most influential yet. With credit union attendance surpassing last year’s record numbers, a sold-out exhibit hall, and a speaker lineup designed to inspire and equip leaders for the future, this year’s event is set to make history. In the […]
