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The Power of Data at a Community Financial Institution

Published on February 2023

FEATURING: Meritrust Credit Union, Monoma Bank

Welcome to the brand new FIsionaries Podcast, sponsored by Alkami, and hosted by me, Jim Marous. This podcast series shines a light on financial institutions at the cutting edge of digital transformation … providing you with the tips and tricks to elevate your digital game.

Today, most financial institutions (FIs) do not have the insights and data automation necessary to achieve a full understanding of account holders, proactively address their financial needs, and personalize their engagements.

To remain competitive in a very fluid market, FIs must apply the right balance of supervised machine learning and automation to data collection, enrichment, account holder analytics, predictions, and engagement.

My guests are Leeah Webb and Emily Stewart from Meritrust Credit Union and Ben Udell from Monona Bank. They share to how leverage actionable intelligence to deepen account holder understanding and transform experiences.

Watch the Video of the Episode

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