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Artwork for Financial Minds: Meet the Experts

Financial Minds: Meet the Experts

Vizo Financial
Credit Unions
Vizo Financial
Artificial Intelligence
Vizo Financial Corporate CU
Vertice AI
Inflation
Liquidity
Federal Reserve
ISO 20022
Psychological Safety
Risk Management
ACH
Enterprise Risk Management
Everence Federal Credit Union
Electronic Funds Transfer
Wires
Education
Fed Policy
Accounting
NCUA

Welcome to Vizo Financial Corporate CU's podcast, Financial Minds: Meet the Experts. Our goal with this podcast is to gather experts inside the corporate along with out partners to ask them credit union related questions about what's going on in the financial industry, as well as relevant questions about the products and services we have to offer. We see this as another way to provide education to... more

PublishesWeeklyEpisodes179Founded5 years ago
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Artwork for Financial Minds: Meet the Experts

Latest Episodes

We’ve all had the unfortune experience of facing disruptions, whether that be third-party risk, cyber incidents or other unexpected events. On this episode of Financial Minds: Meet the Experts, we dive into business continuity and operational resilie... more

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Fraud is everywhere. Protecting our institutions, as well as our members, from as much fraud as possible is a top priority for all credit unions. On this episode of Financial Minds: Meet the Experts, we wanted to shine a spotlight on financial elder ... more

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Fostering a safe and respectful environment that builds trust is not only how we maintain relationships with members, but also how we support those doing the work behind the scenes. On this episode of Financial Minds: Meet the Experts, we talk about ... more

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Credit unions are built on trust, but in today’s cybersecurity landscape, trust alone isn’t enough to keep you safe. On this episode of Financial Minds: Meet the Experts, we dive into the importance of security awareness and how fostering a culture o... more

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Key Facts

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Recent Guests

Cindy Hagan
VP of Compliance and Fraud
Vizo Financial
Episode: Financial Elder Abuse
Melanie Lambie
Senior HR Generalist, Vizo Financial
Vizo Financial
Episode: Psychological Safety in the Workplace
Jeanne Heath
Director of Engagement and Learning, Vizo Financial
Vizo Financial
Episode: Psychological Safety in the Workplace
Randy Thompson
CEO of TCT Risk Solutions
TCT Risk Solutions
Episode: Risk to Results: TCT Risk Solutions
Michal Parker
Representative from MTC Federal Credit Union
MTC Federal Credit Union
Episode: Uncovering Intelligence: Vertice AI
Phillip Autrey
Chief Operating Officer at Cultivate AI
Cultivate AI
Episode: CUltivate AI with Phillip Autrey
Fred Eisel
President and CEO of Vizo Financial
Vizo Financial
Episode: Meet the Team: Executives
Lori Gall
Chief Operating Officer
Vizo Financial
Episode: Meet the Team: Executives
Jeff Stoner
Chief Strategy Officer
Vizo Financial
Episode: Meet the Team: Executives

Host

Jaime Agostino
Host of Financial Minds: Meet the Experts

Reviews

5.0 out of 5 stars from 3 ratings
  • Awesome podcast for credit unions!

    Jaime and her guests cover all the most important topics that credit unions should be paying attention to in the current environment. The show talks about latest technologies in financial services as well as the most important topics related to information security awareness. I know future episodes will include other topics too. All credit unions should be listening to this podcast!!

    Apple Podcasts
    5
    Erin Doan
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Positive: credible guests and actionable takeaways for sponsors or guests.
Positive: highlights on information security awareness and current tech topics.
Positive: listeners value practical insights on credit unions and technology.

Talking Points

Recent interactions between the hosts and their guests.

Psychological Safety in the Workplace
Q: What practical steps can managers take today to address burnout and create a safer environment?
Distribute work based on strengths, check in regularly, ask about stress and exhaustion, offer flexibility and autonomy, and create space for open conversations about well-being.
Psychological Safety in the Workplace
Q: How do everyday leadership behaviors influence trust and mental health?
Predictable and transparent leadership—knowing what to expect—boosts confidence and reduces fear, while recognizing strengths and aligning to a shared purpose enhances safety and team cohesion.
Psychological Safety in the Workplace
Q: What signals tell leaders that their teams feel unsafe and what barriers prevent speaking up?
When teams withhold opinions, avoid questions, cover up mistakes, or fear negative reactions, these are clear signals; barriers include fear of blame, lack of support, and a culture that discourages candor.
Psychological Safety in the Workplace
Q: What does psychological safety mean to you personally and professionally?
It means being able to express thoughts and ideas respectfully, with others listening and being open to what is shared, and it grows from trust, respect, and a sense of obligation to be candid with each other.
Combat the Fear of AI with MC FCU and Vertice AI
Q: What safe, low-risk use case would you recommend for a credit union just starting with AI, and how can early wins build trust?
Begin with back-office operational improvements, use AI to identify member segments most likely to need a product, measure outcome, and demonstrate two- to threefold improvements in adoption with the same resources.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Financial Minds: Meet the Experts

What is Financial Minds: Meet the Experts about and what kind of topics does it cover?

The show centers on credit union industry topics with a focus on practical implementations, technology, and operations. Episodes cover AI analytics in lending and member experience, PMO governance for large initiatives, IT and security practices, and payments infrastructure, often highlighting real-world adoption, vendor relationships, and measurable outcomes for member credit unions. Notable angles include starting with small, measurable wins, the human side of IT and PMO teams, cross-department collaboration, and education through workshops and resources. The format frequently features practitioners and leaders from within the federation and partner organizations, making it useful for listeners who want actionable insights for credit unio... more

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Which podcasts are similar to Financial Minds: Meet the Experts?

These podcasts share a similar audience with Financial Minds: Meet the Experts:

1. WSJ Minute Briefing

How many episodes of Financial Minds: Meet the Experts are there?

Financial Minds: Meet the Experts launched 5 years ago and published 179 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Financial Minds: Meet the Experts?

Recent guests on Financial Minds: Meet the Experts include:

1. Cindy Hagan
2. Melanie Lambie
3. Jeanne Heath
4. Randy Thompson
5. Michal Parker
6. Phillip Autrey
7. Fred Eisel
8. Lori Gall

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