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Banking on Experience powered by CRMNEXT

Dec 27, 2021

Looking to lend more efficiently at your FI? (Does a bear poop in the woods?)

We’ve got you covered! Brian Geary, President of Linear Financial Technologies is an expert in this area, and he joins me to share top tips—this week on CRMNEXT’s Banking on Experience. 

Topics we covered include:

-       Reviving the...

Dec 20, 2021

You’ve got brand. You’ve got customer and member experience. But are you focusing enough on the link between the two? 

We’re talking bridges here, folks. And joining me to offer his expert advice on what steps financial institutions can take is Co-Founder and President of InnerView Group, Chris...

Dec 13, 2021

Hear that? Yep, it’s 2022 knocking at the door. And, if you’re brainstorming how to make this the best year yet for your credit union and its members, we’ve got some expert advice I think you’ll appreciate. 

Jordan Beyer, Founder at Organizational Health Solutions, LLC and Grassroots Advocacy Manager for NWCUA...

Dec 6, 2021

When you get a chance to chat with the CUSO Guru, you grab it! And that’s just what CRMNEXT’s own Joshua Barclay did at NACUSO’s 2021 Conference. 

Lucky for our Banking on Experience listeners, he recorded the conversation to share with you! 

Guy Messick (the CUSO Guru) has been in the CU Industry for over 35...

Nov 29, 2021

Let’s be honest – GRC (Governance, Risk Management, and Compliance) gets a bad rap. Your credit union team members don’t break for lunch and say, “Hey! Let’s play GRC bingo!” But…maybe they should. 

Ok, that’s a stretch. 

But the truth is, this topic is massively important when it comes to your...