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.
Banking on Experience powered by CRMNEXT
Claim This Podcastby Andrew Piron & Joshua Barclay
5.0(30 reviews)
162 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
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.
Language
🇺🇲
Publishing Since
4/1/2020
1 verified contact email on file for Banking on Experience powered by CRMNEXT
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Recent Episodes
March 2, 2026
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.
January 7, 2026
What Matters Most for Credit Unions in 2026
<p dir="ltr">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. </p> <p dir="ltr">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?</p> <p dir="ltr">His answer? A wake-up call.</p> <p dir="ltr">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. </p> <p dir="ltr">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.</p> <p dir="ltr">This podcast episode is sponsored by BusinessNext, the all-in-one CRM made for credit unions and community banks. </p> <p dir="ltr">If you want to see the BusinessNext CRM in action, you can <a href="https://play.goconsensus.com/b50cbbd27">watch a demo video by clicking this link.</a><br /> <br /> <br /></p> <p> </p>
December 9, 2025
Better Risk Management starts With Unified Data
<p dir="ltr">Most financial institutions are swimming in risk right now: cyber threats, regulatory pressure, liquidity concerns, fast-moving competitors, and the accelerating impact of AI. </p> <p><strong> </strong></p> <p dir="ltr">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.</p> <p><strong> </strong></p> <p dir="ltr">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.</p> <p><strong> </strong></p> <p dir="ltr">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.</p> <p><strong> </strong></p> <p dir="ltr">Want to see how BusinessNext actually works? <a href= "https://play.goconsensus.com/ade0eb629" target="_blank" rel= "noopener">Watch the demo right here.</a></p>
162 total episodes available with 4 transcripts
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Frequently asked questions
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- What is Banking on Experience powered by CRMNEXT?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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