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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
Risk Management
ACH
Enterprise Risk Management
Everence Federal Credit Union
Electronic Funds Transfer
Wires
Education
Fed Policy
Accounting
NCUA
First Capital Federal Credit Union

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

PublishesWeeklyEpisodes178Founded5 years ago
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Artwork for Financial Minds: Meet the Experts

Latest Episodes

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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Staying competitive while managing risk is a balancing act, but with our newest partnership and suite of solutions, we can bring stability to the uncertainty.

In this episode of Financial Minds: Meet the Experts, Jaime meets with Randy Thompson, pre... more

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Recent Guests

Mike Bechtel
Information Security Director with Vizo Financial
Vizo Financial Corporate CU
Episode: Security Awareness with Mike Bechtel
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
Tim Sustak
SVP Chief Treasury Officer
Vizo Financial Corporate CU
Episode: Meet the Team: Treasury
Josh Faith
Lending Services and Treasury Director
Vizo Financial Corporate CU
Episode: Meet the Team: Treasury

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.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

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.
Combat the Fear of AI with MC FCU and Vertice AI
Q: What were the biggest misconceptions about AI, and how would you define AI in the context of credit unions?
The misconception is that AI is a huge, expensive, data-science-heavy undertaking; in reality, it's math and algorithms that distill data to aid decision-making and improve member experiences.
Combat the Fear of AI with MC FCU and Vertice AI
Q: Elba, when did AI first come up in discussions at your board and executive levels, and what was their initial reaction?
The board and executives confronted fear initially, mainly about security, member trust, and potential job displacement, but education and pilots helped shift the outlook toward viewing AI as a practical, empowering tool.
DefenseStorm Essentials - The Security Solution for Small Credit Unions
Q: What's included in the DefenseStorm Essentials package?
DefenseStorm Essentials includes threat surveillance, endpoint detection and response, vulnerability management, all wrapped with 24/7 US-based security operations, providing a comprehensive, single-platform solution for smaller credit unions.
Uncover Your Growth Potential with Jeremy Jenkins, Vizo Financial
Q: As someone who has transitioned from CEO leadership back into analytics and technology, how did your executive experience shape your views on where AI is most needed in credit unions?
Executive experience showed that AI should be applied where it unlocks strategic time and actionable insight, with flexibility to fit different credit unions' varied capabilities. The emphasis is on offloading day-to-day tasks, enabling better decision-making, and supporting data-driven personalization at scale.

Audience Metrics

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

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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. A CU Seat at the Table

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

Financial Minds: Meet the Experts launched 5 years ago and published 178 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. Mike Bechtel
2. Randy Thompson
3. Michal Parker
4. Phillip Autrey
5. Fred Eisel
6. Lori Gall
7. Jeff Stoner
8. Tim Sustak

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