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On the show
From 23 epsHosts
Recent guests
Recent episodes
How Community Banks Should Adopt AI
Jul 14, 2026
43m 23s
Building AI That Credit Unions Actually Trust
Jul 7, 2026
51m 46s
Why the 2nd Biggest Credit Union Is Conservative on AI
Jun 30, 2026
35m 39s
How CUSOs Let Credit Unions Compete on AI
Jun 23, 2026
39m 34s
What Lawyers See Before Credit Union AI Deals Go Wrong
Jun 16, 2026
41m 10s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/14/26 | community bankingAI adoption+3 | Carey Ransom | Bank Tech VenturesMultimodal | — | community banksAI+5 | — | 43m 23s | ||
| 7/7/26 | AI trustcredit unions+4 | Phillip Autrey | CUltivateMultimodal+2 | — | AIcredit unions+5 | — | 51m 46s | ||
| 6/30/26 | AI in financecredit unions+4 | Phil Caputo | State Employees' Credit UnionMultimodal | — | credit unionAI policy+4 | — | 35m 39s | ||
| 6/23/26 | credit unionsCUSO model+4 | Randy Salser | NACUSOJPMorgan+3 | — | credit unionsCUSO+6 | — | 39m 34s | ||
| 6/16/26 | credit unionsfintech partnerships+4 | Michael Heller | Messick Lauer & SmithMultimodal | — | credit unionsAI+5 | — | 41m 10s | ||
| 6/9/26 | digital transformationcredit unions+3 | Courtney Rowan | Citadel Credit Union | — | digital front doorfunnel conversion+3 | — | 49m 40s | ||
| 6/2/26 | AItechnology transformation+5 | Chris Ortega | Lake Michigan Credit UnionMultimodal | US | AILake Michigan Credit Union+6 | — | 50m 06s | ||
| 5/28/26 | mortgage departmentAI in lending+3 | Lisa Highley | University of Kentucky Federal Credit UnionZest AI+1 | — | mortgageZest AI+5 | — | 42m 02s | ||
| 5/22/26 | AI in marketingcredit unions+3 | Steve Zich | Capital Credit Union | Green Bay, Wisconsin | AImarketing+5 | — | 40m 33s | ||
| 5/19/26 | AI adoptioncustomer service+4 | Hashim Forrester | Wescom Financial | Southern California | Copilotfirst contact resolution+5 | — | 28m 15s | ||
| 5/15/26 | vendor selectionAI in credit unions+5 | Jeffrey Staw | Firefighters First Credit UnionCUSO | — | credit unionAI+6 | — | 48m 53s | ||
| 5/4/26 | agentic AIAI startup+4 | Ishita Jaiswal | ClaudeChatGPT+1 | — | agentic AIproduct development+5 | — | 25m 08s | ||
| 4/29/26 | credit unionshuman connection+4 | Jed Meyer | St. Cloud Financial Credit Union | central Minnesota | AIcredit unions+5 | — | 34m 20s | ||
| 4/24/26 | digital strategycredit union+4 | Meghan Gound | Navy Federal Credit Union | military communityveterans | digital bankingcredit union+5 | — | 32m 46s | ||
| 4/22/26 | AI in financial servicesmember experience+4 | Amy Stevens | GreenState Credit Union | IowaIllinois+1 | AImember experience+4 | — | 34m 10s | ||
| 1/21/26 | AI adoptionfinancial services+4 | Aman Mahapatra | Tribeca SoftechMultimodal | — | AI adoptionfinancial institutions+4 | — | 36m 53s | ||
| 1/14/26 | AI in Credit UnionsFinTech Partnerships+3 | Julie Esser | IgniteFICredit Union Service Organizations+1 | — | credit unionsFinTech+5 | — | 37m 13s | ||
| 1/7/26 | AI in insuranceworkers' compensation+4 | Justin Hinson | CompSource MutualMultimodal | — | AIinsurance+5 | — | 45m 52s | ||
| 12/24/25 | AI in mortgage lendingautomation+3 | Jason Harris | American Portfolio Mortgage | — | mortgage AIautomation+5 | — | 30m 11s | ||
| 12/17/25 | enterprise AIAI implementation+4 | Tim Piemonte | Tribeca SoftechMultimodal | — | enterprise AIAI strategy+5 | — | 40m 14s | ||
| 12/3/25 | AI in BankingFintech+4 | Izge Cengiz Ercan | Valley BankMultimodal+1 | — | AIbanking innovation+6 | — | 33m 28s | ||
| 10/29/25 | AI in insurancebroker intelligence+3 | Cheynna Massie | Massie RiskAgent 3 | — | AIinsurance brokerage+5 | — | 42m 54s | ||
| 9/29/25 | commercial insuranceAI+5 | Felix Kuhlmann | Drive-InAccenture+1 | — | AIcommercial fleet insurance+5 | — | 49m 01s |
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