The Power of Data at a Community Financial Institution


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

About the FIsionaries Podcast

The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders. Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digital banking game.

Jim Marous Profile PictureNamed as one of the most influential people in banking, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and CEO of the Digital Banking Report. The Digital Banking Report is a subscription-based publication that provides deep insights into the digitization of banking, with over 150 reports in the digital archive available to subscribers.

As a sought after keynote speaker, author and recognized authority on disruption in the financial services industry, Marous has been featured by CNBC and CNN, Cheddar, The Wall Street Journal, New York Times, The Financial Times, The Economist, The American Banker and has spoken to audiences worldwide. Jim has also advised the White House on banking policy.