The official podcast of Invo Solutions, the #1 provider of video banking in the United States
Invo Insider Podcast
Claim This Podcastby Invo Solutions
5.0(4 reviews)
11 episodes
Updated Inactive
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
The official podcast of Invo Solutions, the #1 provider of video banking in the United States
Language
🇺🇲
Publishing Since
1/13/2023
1 verified contact email on file for Invo Insider Podcast
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Recent Episodes
January 16, 2024
Ep. 11: Chelsea Treboniak | Getting Rid of Fear in 2024
<p>Invo President and COO Jake Martin sat down with Chelsea Treboniak for a very special one-on-one interview to kick off the 2024 podcast slate. A West Point graduate, Treboniak founded Critical Ops in 2012, a company rooted in three pillars: people, process, and technology. In this podcast, Jake and Chelsea discuss what banks and credit unions can expect in 2024 and how they can combat the challenges they are facing. </p>
December 8, 2023
Ep. 10: Adam Roberts | Into The Age Of Assisted Service
<p>Join Invo President and COO Jake Martin to explore the transformation of TrailWest Bank's digital presence. Jake was joined by TrailWest Digital Product Manager Adam Roberts, discussing everything from ITM deployment strategies to greeting customers in the branch with actual longhorns (yes, that kind of longhorn). </p> <p>Learn about TrailWest's marketing strategies, the essential role of assisted service, and what led to their decision to partner with Invo in the final Insider podcast of 2023.</p>
November 7, 2023
Ep. 9: Dan Leeman | Meeting Members Where They Are
<p>In this month's episode of the Invo Insider Podcast, Jake sits down with Dan Leeman, AVP of Service Center at Five County Credit Union, for a one-on-one interview. They discuss Five County's unique in-branch strategy, helping to serve the underserved and revitalizing abandoned markets. They also talk about treating the web as a mobile branch, the evolution of Five County, and Dan's history as a disk jockey.Register for next month's Insider at invosolutions.com/insider for a chance to win a free Yeti cooler!</p> <p>_______________________________________________________</p> <p>0:00 | Welcome to the Invo Insider Podcast</p> <p>2:47 | Dan Leeman's journey in finance</p> <p>4:55 | Jake and Dan recap ICUCCC23</p> <p>8:20 | Five County Credit Union's history and vision</p> <p>12:29 | How does Five County stay relevant and service its unique membership bases?</p> <p>17:36 | What do Five County branches look like? </p> <p>22:06 | How did the idea of microbranches come to pass?</p> <p>25:54 | What does a Walmart branch look like? 30:47 | How did Five County find its way to video technology?34:40 | Video banking button testimony</p> <p>37:05 | Five County's ITM strategy</p> <p>40:40 | Five County's online strategies</p> <p>43:38 | Staff operational strategies</p> <p>50:05 | One more question about ITMs</p> <p>52:23 | How did you launch video banking and how did you prepare staff?</p> <p>1:01:28 | What's next for Five County?</p> <p>1:04:50 | Dan's history as a disk jockey, along with Dan and Jake's thoughts on what classifies as classic rock music</p> <p>1:07:05 | Closing thoughts</p>
11 total episodes available
Deep-dive analytics for Invo Insider Podcast
Frequently asked questions
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- What is Invo Insider Podcast?
- How often does this podcast release new episodes?
This podcast updates inactive.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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