From digital transformation to compliance (and more), get an inside look at the latest market trends and industry insights to help your financial institution grow its revenue, protect its business and customers, and evolve to stay ahead of the competition.
In this episode of The Allied Angle, Allied Solutions President Bill Gould and OnPath Credit Union President & CEO Jared Freeman talk about what separates an M&A deal that looks good on paper from one that works and share what they've learned from credit union mergers, a credit union buying a bank, and an acquisition that has played out for more than 20 years.
In this episode:
01:54 – Meet Bill and Jared. 08:02 – How Securian’s acquisition of Allied influenced Bill’s approach to M&A. 11:36 – Jared’s experience guiding OnPath’s M&A journey. 13:54 – Why the best M&A strategies start with a specific problem to solve and aren’t necessarily about growth. 15:44 – "How should a leader should decide whether to build it, buy it, invest in it, or partner with it?" 17:13 – How leaders should factor technology into an acquisition, and when to bring in outside help. 22:19 – Why culture is the hardest piece to measure and the easiest to underestimate. 28:23 – How to know whether a deal delivered what it was supposed to. 32:24 – The difference between being ready to sign a deal and being ready to do the work that comes after it. 37:36 – The difference between a deal that closes and a deal that works.
8 Sept 2026
The Trust Economy: In an AI World, Trust Wins
Members now walk into the branch with an answer already in hand. If every institution eventually runs the same technology and serves up the same information, does the tech stop being the differentiator?
Robert Dozier, President and CEO of Palmetto Citizens Federal Credit Union, and Mark Rodriguez, Senior Vice President at Allied Solutions, make the case that it already has. Their argument: as AI becomes table stakes, trust becomes the scarce resource, and the institutions that own it will have something the technology can't replicate.
In this episode:
0:43 Get to know Mark and Robert
8:29 The AI modernization paradox: How leaders are navigating both opportunities and risks associated with AI adoption.
11:50 Building trust with the member when access to information stops being a differentiator.
17:52 Maintaining trust in communication in an age where deepfakes and impersonators grow in sophistication daily.
26:15 The impact AI and fraud have on member education.
28:46 Being top of wallet: How building trust is a growth strategy.
31:47 What does it take to earn the words trusted partner?
39:55 "The more technology we introduce, the more valuable authentic human interactions can become."
42:57 As AI becomes more ubiquitous, what separates the institutions people trust most from everyone else?
46:56 The one thing FIs should aggressively automate versus the one thing they should never automate.
17 Aug 2026
Is Your Executive Benefit Program Being Actively Managed? What Credit Union Leaders Need to Know
Executive benefit programs are one of the biggest financial investments a credit union can make for its leadership team and most of the industry's attention goes to getting them implemented. But what happens after that is where things often go wrong.
In this episode, Dale Edwards, Co-founder and CEO, and Matt Morris, VP of Client Relations, of Triscend NP talk about the ongoing servicing, relationship, and partnership standards that credit union leaders should be expecting from their executive benefit providers — and often aren't getting. From annual plan reviews to proactive check-ins to the "set it and forget it" failure pattern, this conversation covers the full lifecycle of an executive benefit program and why it matters far beyond the initial implementation.
In this episode:
00:00 — Intro 00:53 — Meet the Guests: Dale Edwards & Matt Morris02:26 — Icebreakers: The Angle Accelerator Q&A04:52 — What Does It Mean to Actively Service a Benefit Program?07:15 — Setting the Cadence: Annual Reviews & Ongoing Check-Ins08:20 — Where the Industry Falls Short After Implementation10:32 — Leading with Product vs. Process: The "Hammer & Nail" Problem11:47 — Vendor or Partner? The TriscendNP Philosophy13:00 — What a Credit Union Needs to Bring to the Table14:34 — The One Thing Credit Unions Most Often Lack15:48 — How the Relationship Impacts Executive Talent Retention17:05 — Key Takeaways for Credit Union Leaders19:51 — Closing & Where to Learn More
Sponsored by TriscendNP.
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