Banking on Experience powered by CRMNEXT

About Banking on Experience powered by CRMNEXT

Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by BUSINESSNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.

Publisher

Andrew Piron & Joshua Barclay

Category

business · technology

Language

en

Explicit

No

First episode

1 Apr 2020

Latest episode

2 Mar 2026

Latest episodes

4 of 162 episodes have a transcript.

1. 

   2 Mar 2026TRANSCRIPT

   What It Actually Takes to Turn New Members into Real Financial Relationships

   Host Joshua Barclay interviews Matt Fehrmann, CIO of Kohler Credit Union, and Har Rai Khalsa, CEO of Swaystack, about activating new credit union members into lasting financial relationships.

2. 

   7 Jan 2026TRANSCRIPT

   What Matters Most for Credit Unions in 2026

   With thousands of credit union-related conversations under his belt, CU Broadcast host Mike Lawson has his finger on the pulse of the industry like few others. So we asked him point blank: after everything you heard in 2025, what should be top of mind for credit union leaders heading into next year? His answer? A wake-up call. In this episode, Mike Lawson and host Joshua Barclay dissect the uncomfortable truths facing credit unions—from an aging membership base that threatens the movement's long-term survival, to mega-mergers that risk eroding the "people helping people" DNA that makes credit unions different. We talk about what's actually working to attract younger members (hint: it's not just TikTok), why some credit unions are quietly dropping "credit union" from their names, and how AI is creating an arms race between fraudsters and the institutions trying to stop them. This podcast episode is sponsored by BusinessNext, the all-in-one CRM made for credit unions and community banks. If you want to see the BusinessNext CRM in action, you can watch a demo video by clicking this link. (https://play.goconsensus.com/b50cbbd27)

3. 

   9 Dec 2025TRANSCRIPT

   Better Risk Management starts With Unified Data

   Most financial institutions are swimming in risk right now: cyber threats, regulatory pressure, liquidity concerns, fast-moving competitors, and the accelerating impact of AI. But as Ed Vincent, CEO of Lumio Solutions, explains, the biggest threat isn't any of those individually. It's the fragmented data sitting behind them. In this episode, Ed breaks down why community banks and credit unions are essentially flying blind when their data lives in disconnected systems, spreadsheets, and legacy tools. He reveals why traditional, rear-view-mirror risk management leaves leaders reacting too late—and how unified, real-time data gives institutions the visibility to see what's coming before it hits. Ed also shares why inertia is the most dangerous force in the industry right now, and why leaders can't afford to wait for "perfect information" before taking action. From practical steps for building a data foundation, to examples of how unified data transforms forecasting, credit decisions, fraud detection, and board-level reporting, this conversation offers a roadmap for modern, forward-looking risk management. Want to see how BusinessNext actually works? Watch the demo right here.

Inside a recent episode

What It Actually Takes to Turn New Members into Real Financial Relationships

Published 2 Mar 2026 · Transcript excerpt

[…] This means every indirect auto loan is either a gateway to a lifetime member or a dead end transaction. And right now 95 % are dead ends. So what does it actually take to flip those odds? Let's start with you, Matt. I want to know, before swastak, what were some of the biggest gaps in converting those borrowers and what is different now? Kind of similar to what we spoke about the original onboarding, but I mean beforehand we weren't doing much. Unfortunately, I think we were like many others out there. We acquired the indirect relationship. You know, maybe we called and just said, hey, you know, is everything okay? […]

Who has been a guest on Banking on Experience powered by CRMNEXT

Names identified in recent episode analyses. Showing up to five guests.

• Matt Fehrmann
• Har Rai Khalsa
• Brynn Ammon
• Ray K Ragan
• Brad Shafton

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

30 ratings

Contact Banking on Experience powered by CRMNEXT

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Banking on Experience powered by CRMNEXT