🎉 And just like that, another partner is live with DAO! We’re thrilled to announce that Jovia Financial Credit Union is officially live with our digital account opening solution and is already seeing great success! 🚀 A huge thank you to Evan Get, Kelli-Lynn Fallon, Dennis Klemenz and the entire Jovia Financial Credit Union team for their invaluable help, patience, and expertise in the credit union industry, which have been crucial in turning our dream into reality. ⭐ Also, a big shoutout to our Product and Customer Success teams for their relentless behind-the-scenes efforts. 🙌 Cheers to bigger and better things ahead! 🥂 #DigitalTransformation #CustomerSuccess #CreditUnion #Innovation
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Zark Mook, the savvy CEO of a billion dollar credit union, always had an eye for innovation. He knew his institution had the potential to rival the industry giants, but the question was how. Then he stumbled upon Quilo's Loan Syndication Platform, a platform that offered a chance to participate in loans from larger credit unions. These loans increased yield and dynamically adjusted flow. After implementing Quilo, Mook saw an immediate transformation. His credit union was suddenly performing best in class in his peer group by getting metrics like a 10b credit union. Not one to rest on his laurels, Mook took it a step further by integrating Quilo's GLASS - Realtime Continuous ALM. This move proved to be a game-changer. The platform provided real-time analytics, enabling Mook and his team to make smarter, quicker decisions around asset-liability management. Dynamically adjusting flow to improve yield, duration, concentration risk while solving more of his member's needs. Fast-forward to today, Mook's credit union is witnessing accelerated growth, a fortified balance sheet, and newfound member enthusiasm. In a sector where size often dictates success, Zark Mook and his credit union are proving that with the right tools and vision, even the underdogs can defy expectations and carve out their own success story. Boris Fuzayloff Mark Zook Matt Stephenson Tansley Stearns Don Shafer CU 2.0 Quilo Stacie Wyss-Schoenborn Ray Crouse Chris Otey #modernALM #continuousALM #loansyndication #cusocollaboration #nacuso #fintech #communitybanks #creditunions
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Ever wondered how a credit union can transform innovative strategies into billion-dollar growth? With Datava, credit unions can stop wondering and start unlocking billion-dollar growth! 🚀 Wave goodbye to spare change and say hello to big gains! #CreditUnionMagic #BillionDollarGrowth #DatavaDelivers Curious about how growth can bring both challenges and opportunities? Check out this fascinating story on how one credit union partner navigated the ups and downs of expansion and emerged stronger with Datava's End-to-End Data Activation Platform: https://finop.us/GdfPI7
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Once upon a recent time, five Credit Union CEOs found themselves at a crossroads. Each led an institution that was invaluable to its community but challenged to scale up individually. Their names were Sarah, Martin, Emily, Hector, and Raj. Facing challenges with limited loan portfolios, resources, and expertise, they knew they had to do something revolutionary. Then Raj introduced them to Quilo—a platform designed to streamline ALCO operations and redefine loan syndication. Motivated by a collective vision, they initiated a pilot program with Quilo. The platform's digital capabilities allowed them to make larger and more diversified loans through syndicating loans among themselves, sharing risks while still retaining their individual brand identities. But that's not all. Quilo's Generative AI gave them daily performance summaries. These weren't just numbers; they were actionable insights, contextualized by their own performance metrics and those of their peers, as well as current economic conditions. The results were nothing short of groundbreaking. Each credit union significantly expanded its loan portfolio while mitigating various financial risks. They had achieved what seemed like an impossible dream: scaling without sacrificing their unique qualities or operational excellence. This collaboration exemplified how credit unions, despite their size, can leverage fintech to navigate the ever-changing financial landscape successfully. And they all knew this was only the beginning. CU 2.0 Quilo Matt Stephenson Mark Zook Tansley Stearns Stacie Wyss-Schoenborn Boris Fuzayloff Chris Otey Don Shafer NACUSO #ModernALM #continuousALM #loansyndication #cusocollaboration #nacuso #fintech #communitybanks #creditunions
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Credit Union Digital Architect & Co-Founder of MiniBranch - The Branch Of The Future Is Not just a Place; It's a Platform!
Thrilled to share MiniBranch's milestone: One year of driving digital excellence in the credit union industry! Their journey from an innovative startup to a key player empowering credit unions to dominate in the digital realm. Check out their success story and how they're setting new industry standards. #DigitalTransformation #CreditUnions #MiniBranchAnniversary
From the Finopotamus Press Room: MiniBranch Celebrates One Year of Empowering Credit Unions Coast to Coast with Stellar Success #fintech #creditunions Albert Howard; Vance Rowland Nominations for the 2024 Finopotamus Tekkie Awards close 4/1!
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Frich Money’s goal of financially educating Gen Z continues to manifest in new, amazing ways. Check out info regarding Frich Money & credit unions at last weeks TruStage Fintech Summit! 🚀💚
🚀 Exciting times presenting Frich Money & the future of Gen Z finance at the Fintech Summit last week, where we engaged with hundreds of credit unions! Here's are some key insights: 📊 Gen Z's buying power: $360 billion 🔒 Only 6% of Gen Z trust financial institutions 🇺🇸 68 million Gen Zers reside in the US alone 🏦 Plus, did you know that Gen Z makes up just 5% of credit union memberships? Financial institutions can't afford to miss out on this market transformation. To help them thrive in this evolving landscape, we've introduced a specialized Partnerships Program for Financial Institutions. For more details, reach out today! 🚀 Thank you TruStage Ventures for your backing and support - especially Elizabeth Coston McCluskey for seeing the potential since Day 1!
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CEO @ Engage Partners | Helping Fintechs Scale <-> Enabling Community FIs Unlock more Profitable Customers | #Fintechbetter
Are you heading out soon to #ABACCB in San Antonio, TX? The content looks chock-full and will engage attendees with real use cases, and deeper insights into many industry issues and growth opportunities. Better yet, a few of the top-notch speakers are scheduled and ready to share their knowledge and experiences on topics such as Core, Data, Ops, and SMB Lending, including: 🚀 💹 Kate Gallo Megraw Kimberly Kirk Clay Adams Ed Manzi Joann Marsili, CFMP Jeff Marsico Christopher Richards, APRP, CAFP Loughlin Cleary #fintechbetter
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I've been working in the credit union movement for 12 years. A third of my life, folks. 😯 And I am deeply humbled to have Gemineye - a disruptor in the credit union data analytics space - as a client for my agency 38th & Kip Studio. It feels so damn good to be a part of an organization that has NINE clients in Forbes Best Credit Unions in America. These credit unions are paving the way for a future where the entire credit union movement meets the needs of the modern consumer. Tech savvy, secure, community-focused, and better than any bank. A future where all credit unions, big and small, can thrive. A future where consumer misconceptions of credit unions are dispelled. And Gemineye is one of those helpers that is making it happen. By providing innovative (and I don't use that term loosely) solutions that bring affordable, flexible, and user friendly data analytics services to credit unions, they are planting seeds of technology that will sow a powerful future for the movement. 🌱 Let's get the shovel. https://lnkd.in/ezebKsMH
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Meet Toreigh Stuart, CFA, CAIA speaker at #AssetRushxZurich! In a recent conversation with our moderator Damian Horner, Toreigh shared insights into the current lending landscape: 💡 “We have more opportunities today because banks have stopped lending. We're seeing higher interest rates that are tough on businesses and consumers, leading to more volatility. This opens up unique opportunities for us to invest and lend to great companies that we couldn't reach five years ago.” As banks pull back, Toreigh's team steps in, providing much-needed financing to dynamic entrepreneurs and businesses across various industries. This methodology ensures robust, stable investments in a volatile market. Join us at AssetRush to hear more about Toreigh Stuart's groundbreaking strategies and the unique opportunities available in today's lending landscape. 🎟️ Limited capacity - secure your tickets now: https://hubs.ly/Q02yf3Pq0 📅 Date: May 29, 2024
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Double lunch and learn sessions today with Civista Bank Beachwood and Civista Bank Akron. Let us know if we can bring your team lunch and talk title!
Just wrapped up a productive lunch and learn session with Civista Bank. Thank you for hosting us! If you’re interested in a Birchway lunch and learn, don’t hesitate to get in touch! We’re eager to share knowledge and showcase what Birchway has to offer! #lunchandlearn #commercialrealestate #realestate #titleinsurance
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My favorite topic was covered this week in Lending! Lending is what we as credit unions do best. Shout out to Coviance and Connor Sorge for sharing knowledge and showcasing that the right fintech partner can and will elevate our game!
Lending is at the heart of what we do! This week, Evolve U attendees learned about the core products our credit unions offer and the unique value we bring to our members and communities! We had a HUGE assist by Coviance and Connor Sorge who shared priceless knowledge about how partnering with a FinTech can drastically improve the member experience and increase back-office efficiencies. What Coviance is providing to credit unions will separate us from the pack!
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President IOC Consulting Services
2moNice job!