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On the show
From 18 epsHosts
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Recent episodes
Why This CU Rebuilt Its Entire Digital Front Door
Jun 9, 2026
49m 40s
How LMCU Cut a 150-Step Process to 15 with AI
Jun 2, 2026
50m 06s
UKFCU's Change Agenda: New Mortgage Dept, Zest AI, First Merger
May 28, 2026
42m 02s
How Capital Credit Union Uses AI in Marketing: From Strategy to Adoption
May 22, 2026
40m 33s
How Wescom Lifted First Contact Resolution by 34% with Copilot
May 19, 2026
28m 15s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/9/26 |  Why This CU Rebuilt Its Entire Digital Front Door✨ | digital transformationcredit unions+3 | Courtney Rowan | Citadel Credit Union | — | digital front doorfunnel conversion+3 | — | 49m 40s | |
| 6/2/26 | How LMCU Cut a 150-Step Process to 15 with AI✨ | AItechnology transformation+5 | Chris Ortega | Lake Michigan Credit UnionMultimodal | US | AILake Michigan Credit Union+6 | — | 50m 06s | |
| 5/28/26 | UKFCU's Change Agenda: New Mortgage Dept, Zest AI, First Merger✨ | mortgage departmentAI in lending+3 | Lisa Highley | University of Kentucky Federal Credit UnionZest AI+1 | — | mortgageZest AI+5 | — | 42m 02s | |
| 5/22/26 | How Capital Credit Union Uses AI in Marketing: From Strategy to Adoption✨ | AI in marketingcredit unions+3 | Steve Zich | Capital Credit Union | Green Bay, Wisconsin | AImarketing+5 | — | 40m 33s | |
| 5/19/26 | How Wescom Lifted First Contact Resolution by 34% with Copilot✨ | AI adoptioncustomer service+4 | Hashim Forrester | Wescom Financial | Southern California | Copilotfirst contact resolution+5 | — | 28m 15s | |
| 5/15/26 | How a Credit Union CIO Picks Vendors in the AI Era✨ | vendor selectionAI in credit unions+5 | Jeffrey Staw | Firefighters First Credit UnionCUSO | — | credit unionAI+6 | — | 48m 53s | |
| 5/4/26 | Building an AI Startup in 2026 (the last 3 months changed everything)✨ | agentic AIAI startup+4 | Ishita Jaiswal | ClaudeChatGPT+1 | — | agentic AIproduct development+5 | — | 25m 08s | |
| 4/29/26 | 430% Growth and Why Human Connection Wins✨ | credit unionshuman connection+4 | Jed Meyer | St. Cloud Financial Credit Union | central Minnesota | AIcredit unions+5 | — | 34m 20s | |
| 4/24/26 | How the World's Largest Credit Union is Scaling Digital✨ | digital strategycredit union+4 | Meghan Gound | Navy Federal Credit Union | military communityveterans | digital bankingcredit union+5 | — | 32m 46s | |
| 4/22/26 | AI and Member Experience at an $11B Credit Union✨ | AI in financial servicesmember experience+4 | Amy Stevens | GreenState Credit Union | IowaIllinois+1 | AImember experience+4 | — | 34m 10s | |
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| 1/21/26 | How Mid-Market Banks Can Leverage AI for Growth ft. Aman Mahapatra✨ | AI adoptionfinancial services+4 | Aman Mahapatra | Tribeca SoftechMultimodal | — | AI adoptionfinancial institutions+4 | — | 36m 53s | |
| 1/14/26 | Igniting Change in Credit Unions ft. Julie Esser✨ | AI in Credit UnionsFinTech Partnerships+3 | Julie Esser | IgniteFICredit Union Service Organizations+1 | — | credit unionsFinTech+5 | — | 37m 13s | |
| 1/7/26 | Where AI Fits and Where It Should Not in Insurance ft. Justin Hinson✨ | AI in insuranceworkers' compensation+4 | Justin Hinson | CompSource MutualMultimodal | — | AIinsurance+5 | — | 45m 52s | |
| 12/24/25 | Mortgage AI From an Operator’s Perspective ft. Jason Harris✨ | AI in mortgage lendingautomation+3 | Jason Harris | American Portfolio Mortgage | — | mortgage AIautomation+5 | — | 30m 11s | |
| 12/17/25 | How to Make Enterprise AI Work in 2026 ft. Tim Piemonte✨ | enterprise AIAI implementation+4 | Tim Piemonte | Tribeca SoftechMultimodal | — | enterprise AIAI strategy+5 | — | 40m 14s | |
| 12/3/25 | How Valley Bank Uses AI to Drive Banking Innovation✨ | AI in BankingFintech+4 | Izge Cengiz Ercan | Valley BankMultimodal+1 | — | AIbanking innovation+6 | — | 33m 28s | |
| 10/29/25 | Reinventing Insurance Brokerage With AI ft. Cheynna Massie✨ | AI in insurancebroker intelligence+3 | Cheynna Massie | Massie RiskAgent 3 | — | AIinsurance brokerage+5 | — | 42m 54s | |
| 9/29/25 | Commercial Insurance Meets AI With Felix Kuhlmann✨ | commercial insuranceAI+5 | Felix Kuhlmann | Drive-InAccenture+1 | — | AIcommercial fleet insurance+5 | — | 49m 01s | |
| 9/23/25 | Top AI Experimentation Tips From NayaOne Managing Director | Why is AI adoption in financial services so slow? According to NayaOne’s Managing Director, Scott Sambucci, it’s the bureaucracy, not technology gaps.In this episode, he joins Ankur Patel to unpack what’s really stopping organizations from adopting AI, like endless committees, and share frameworks for testing AI responsibly, yet quickly. Tune in to learn why you should run structured validations and build a “fail fast” internal culture. | — | ||||||
| 9/10/25 | AI for Small Biz Insurance With Henry Tam | How do you make insurance work for small businesses?Henry Tam, Head of Business Development at Next Insurance, joins Ankur Patel to share how AI and automation are transforming underwriting, claims, and customer experience. From instant decisions to dynamic coverage, Henry explains how Next is reimagining insurance for Main Street America, while keeping customer simplicity at the core | — | ||||||
| 9/2/25 | How Agentic AI Will Transform VC Finance | What comes after SaaS in finance?Pete Keenan, VP of Finance at 645 Ventures, discusses the rise of agentic AI and what it means for high-stakes workflows in venture capital and beyond. From portfolio reporting to fund modeling, Pete shares where AI agents can deliver leverage today, why governance and explainability are non-negotiable, and how VCs can help their portfolio companies adopt AI, not just invest in it. | — | ||||||
| 8/21/25 | How Banks De-Risk Startup Partnerships ft. Malcolm Jussawalla | How are major banks embracing fintech with purpose?Malcolm Jussawalla, fintech leader and innovation strategist at TD Bank, joins Ankur Patel to share how he helps bridge the gap between startups and one of North America’s largest financial institutions. From de-risking innovation to building lasting partnerships, Malcolm offers a front-row look at making fintech work inside the enterprise. | — | ||||||
| 8/19/25 | The AI Edge With Investor and Builder Collin Wallace | What happens when a founder-turned-investor takes on AI?Colin Wallace, Managing Director at Lobby Capital and former Head of Innovation at Grubhub, joins Ankur Patel to explore the messy middle between product, trust, and experimentation. From investing in AI-first startups to building companies at the edge of automation, Colin shares how he evaluates founders and why thoughtful constraint often beats unbounded ambition. | — | ||||||
| 8/12/25 | How FORUM Credit Union Uses Our AI ft. Chris Ferguson | How does a credit union compete with big banks - without big budgets?Chris Ferguson, VP of Consumer Lending at Forum Credit Union, joins Ankur Patel to share how his team is using Multimodal's AI to automate routine tasks, reduce errors, and scale auto lending without growing headcount. From trust-building to culture change, this episode explores what it really takes to bring AI into a highly regulated, member-first environment. | — | ||||||
| 7/30/25 | AI and Compliance Risk With Maria Vullo | What’s really holding back AI in finance? Former Superintendent of Financial Services for the State of New York, Maria Vullo, joins Ankur Patel to unpack compliance risks, regulatory blind spots, and why explainability, not just capability, is key to enterprise AI adoption. Tune in for a practical, unfiltered look at how AI and regulation collide in the real world. | — | ||||||
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