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Conferences·Crash·Crash Event·Crash the ACUC·CUNA·Filene·Finance·Gen Y·Ideas·Innovation·Leadership·Meetups·News Release·Professional Development·Updates

Denver, we’re coming for you!

In just under 6 weeks we’ll be in Denver, CO. where we will join credit union professionals from all over the world at the co-chosted World Credit Union Conference and America’s Credit Union Conference by World Council of Credit Unions (WOCCU) and Credit Union National Association (CUNA).

Remember, everything we do is made possible thanks to CUNA! Crash Denver is happening thanks to Fiserv.

We’ll be calling our little excursion; Crash Denver. At Crash Denver, our Crashers will be put through their paces to help build a new credit union business model aimed at the next generation of consumers! This is an exciting opportunity for our group to really put something together which can have real impact in our industry.

We have also been warmly invited to join WOCCU’s World Young Credit Union People program for their events – so our Crashers are certainly going to be working hard!

We will have a reception on Tuesday night of the conference too, which all are welcome to attend. Watch this space!

In the mean time, why don’t you look below to meet our Crashers:

Abram Rodriguez, Border Federal Credit Union, Texas

Alycia Kaiser, Limestone Federal Credit Union, Michigan

Amanda Carrozza, Eagle One Federal Credit Union, Pennsylvania

Amberlee Payne, High Plains Federal Credit Union, New Mexico

Chad Maheux, Seasons Federal Credit Union, Connecticut

Dainelle Riley, USF Federal Credit Union, Florida

Denice Saucedo, North Side Community Federal Credit Union, Illinois

Ryan Manis, Kohler Credit Union, Wisconsin

Shelley, Ennis, New Castle County School Employees FCU, Pennsylvania

Spence LaCroix, Jefferson Financial Credit Union, Louisiana

Crash·Crash Event·Creativity·CUNA·CUNA Mutual Group·Filene·Finance·Gen Y·Ideas·Innovation·Leadership·Meetups·News Release

Crash Montana is a-comin’

Billings, MT. May 2015. Crashers descend.

For the first time, the Montana Credit Union Network, thanks to CUNA Mutual Group, will have a group of crashers at their annual meeting. During the 3 days onsite in Billings, our Crashers will work together to help assess what credit unions need to do to serve the next generation of members. Looking at products and business models which are needed to do so, before standing up and talking to Montana Credit Union CEO’s on the final day. So without further adieu, here they are:

  • Ally Haegele, Rocky Mountain Credit Union
  • Benjamin Endicott, Park Side Credit Union
  • Beth Musso, Park Side Credit Union
  • Danielle Servais, McCone County Federal Credit Union
  • Jalena Maughan, Trico Community Federal Credit Union
  • Jamie Redmon, Park Side Credit Union
  • Jess Mosby, Trico Community Community Federal Credit Union
  • John McEwen, Rocky Mountain Credit Union
  • Katelyn Bykari, Missoula Federal Credit Union
  • Katelynn Piper, Park SIde Credit Union
  • Kelly Fleiner, Rocky Mountain Credit Union
  • Kelsey Hovey, Park Side Credit Union
  • Kelsey Fandry, Rocky Mountain Credit Union
  • Kelsey Kamera-Stephan, Horizon Credit Union
  • Molly Berg, Missoula Federal Credit Union
  • Sara O’Hara Rocky Mountain Credit Union

We can’t wait to see all the incredible things they do!

Change·Data Science·Finance·Ideas

Providing for Consumers of Tomorrow: A Recap of FinovateSpring 2014

It’s no secret; financial services are evolving each and every day. FinovateSpring previewed the latest possibilities for the types of solutions and delivery mechanisms financial service providers will offer tomorrow’s consumers.  New technology will allow the best financial services firms to meet consumers where they are with faster and more responsive service, improved security and fraud prevention, and the technology to make the process seamless and in some cases, fun and educational.  In San Jose, during two non-stop days, 68 financial technology start-ups delivered live demos to a record-breaking audience.

Filene’s Amazon pilot demonstrated the importance of technology in service delivery for credit unions. When shopping for a credit card online, members and potential members expect to start and finish the process online. Through this pilot Filene found that many credit unions had a broken online channel, in many cases, the member was asked to come into a branch to finish the process. For the 20 plus credit unions in attendance, much of the technology previewed at FinovateSpring could make members’ lives easier and be leveraged as a competitive advantage in this new digital age.

For a cool selfie of @cfraenza & @tansleys click here.

#FileneImpact #FinovateCU

Best of Show winners included:

  • EyeVerify, for its Eyeprint Verification technology that enables mobile biometric authentication
  • Loop, for its smart mobile wallet system accepted at virtually every retail POS terminal without making changes to the existing POS system
  • Interactions, for its voice-activated self-service solution for mobile and phone interactions
  • Motif Investing, for its Advisor Platform that streamlines the way advisors build, monitor, and rebalance investment portfolios
  • Ondot Systems, for its CardControl technology that allows users to remotely control their credit and debit cards via their smartphone
  • PrivatBank, for topless, contactless smartphone-enabled Android ATM technology
  • SaveUp, for its Gen Y/Millennial-oriented solution that combines gamification with personal finance . For more information on the work Filene and SaveUp have done together, click here.
  • Stockpile, for their “give the gift of stock” solution that helps people invest in the brands they love

Once they’re available you can watch the rough cuts of the demos here.

Over the last year, Filene’s Impact area has launched several pilots and our findings have proven consumers are looking to do business with institutions that save them time and make it easier for them to get things done. Filene’s Digital Strategies program helps credit unions streamline their online presence so that members and potential members can interact with the credit union’s website in an easy, informative, and simple way. Additionally, Filene’s Leeflet program distributes credit union brochures and material to members in an easy-to-digest electronic format. Due to our findings over the last year, these innovations also caught our attention:

Roostify demoed their cloud-based product that streamlines the loan application process. Roostify is a fully interactive tool that allows the borrower and the lender to seamlessly communicate. There’s no need to exchange emails or require branch visits. All necessary closing documents can easily be uploaded.

Similarly,

CUneXus Solutions demoed its capabilities that transform lengthy loan applications into shorter applications that fit on a 4-inch touch screen. The Comprehensive Pre-Screened Lending (CPL) strategy perpetually pre-approves members from a financial institution’s entire loan product portfolio so that they can easily take advantage at a moment’s notice.

While in San Jose, we also had a chance to visit with Meriwest Credit Union and other local area credit unions during an Impact Road Show. We walked through some of our latest programs, and the research and innovation behind them. Credit union leaders and executives left with at least one idea that can make their credit union even stronger. Filene Impact Roadshows happen throughout the year so keep your eye on our calendar for our next stop nearest you!

As members expect to have their needs met wherever and whenever they are, seeing the future of FinTech at FinovateSpring 2014 was powerful. If you weren’t able to make it, we encourage you to learn more about upcoming Finovate events at Finovate.com or take a look at the Credit Union Times’ 5 Things You Missed at Finovate. For questions or information on attending next year, please reach out to Tansley Stearns or Chris Fraenza.

Interested in joining us for our next Road Show, click here.

CFO·Crash·Crash Event·Finance·Leadership·News Release

Crash the CUNA CFO Council Conference!

The Cooperative Trust and the CUNA CFO Council are co-hosting the first ever Crash the CFO Council Conference. The conference is to be held May 18-21 in Las Vegas, NV.

The Cooperative Trust and the CUNA CFO Council are excited to announce their Crashers for the CFO Council Conference in May of this year. They are:

  • Thomas Igartua, Seasons Federal Credit Union, The Credit Union League of Connecticut
  • Joseph King, Interra Credit Union, Indiana Credit Union League
  • Bonita  Knatterud, North Star Community Credit Union, Credit Union Association of the Dakotas
  • Alicia Kortus, Dover Federal Credit Union, Delaware Credit Union League
  • Chelsea Paynter, Fort Community Credit Union, Wisconsin Credit Union League
  • Jennifer Smith, Maps Credit Union, Northwest Credit Union Association
  • Camille Stephenson, Mazuma Credit Union, Missouri Credit Union Association
  • Benjamin Teske, America’s First Federal Credit Union, League of Southeastern Credit Unions
  • Grace  Webster, Nottingham Credit Union, Association of British Credit Unions Ltd.
  • Kyle Zagunis, Co-op Services Credit Union, Michigan Credit Union League

You can find out more about them here: www.trust.coop/crashcfo14

Every Crasher will receive a full conference registration from the CFO Council, as well as a years membership to the council and up to $1000 in travel expenses. The Cooperative Trust, most well known for partnering with Credit Union National Association for Crash the GAC, is the credit union systems foremost young professional network, arranging local, state and national events to help inspire and challenge young credit union professionals.

With a focus on the future of finances, within credit unions, the Crash the CFO program will give young professionals the opportunity to meet with industry leaders and existing CFO’s to give them a deeper insight in to the world of credit union finance and planning. The Cooperative Trust will run a tailored program alongside the main event and allowing for mentor sessions with key individuals. Previous sessions have included guests from the likes of National Credit Union Foundation, Credit Union National Association, National Credit Union Administration, Filene Research Institute and CUNA Mutual Group

“We are excited to partner with the CFO Council” says Cooperative Trust representative James Marshall, “this is an exciting opportunity for our crashers to dive deeper into credit union function and functionality as opposed to mission, as with our Crash the GAC event. Having worked with the Lending Council, we are now excited to work with the CFO Council to develop and run their Crash program.”

Crash the CFO Council brings another stage of partnership between The Cooperative Trust and Credit Union National Association, as our two organisation work to bring you the best in events for young credit union professionals.

“We’re thrilled with the opportunity to provide young credit union professionals the chance to be a part this event that brings together 400-500 credit union financial experts,” said Council Vice Chair Suzanne Weinstein, CFO of Orlando Federal Credit Union, “and we’re pleased to work with the Cooperative Trust to help make this happen.”

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