May 13, 2020
New non-interest income (NII) products often hold the promise of stable, consumer friendly revenue for community financial institutions, but the reality is complex. It can be difficult and time consuming to discover which products your account holders want and which partners can help you offer them (or if you have the resources to build it in-house). Our guest for this episode is Kasasa’s Director of Brand Management Julie Roughton, who is our resident expert on the NII landscape and what you need to know before you wade into it for yourself. In fact, we’re releasing this episode in conjunction with the release of our new online marketplace and referral program called Kasasa Care.
Learn all about Kasasa Care.
The Kasasa Exchange
Follow Kasasa on Twitter and LinkedIn
April 8, 2020
There’s a pandemic outside, and it’s pushing community financial institutions to re-examine their operations and pivot to meet account holders where they are: at home. Unfortunately, this turn of events has also caused some people to assume that just because people can’t visit the branch, they don’t want to open a new account. The opposite is true, and our guest, Kasasa Chief Marketing Officer Keith Brannan is here to unpack some surprising marketing metrics and counterintuitive strategies that you don’t want to miss.
Resources:
Here’s an article from Nielsen that talks about some of the consumer behavior changes that we’re seeing.
The Kasasa Exchange
Follow Kasasa on Twitter
March 16, 2020
We’re kicking off a new series on Thinking Outside the Vault and it’s called Compliance Pagoda. In the Compliance Pagoda, our Compliance Manager James McGuire will reveal why we think compliance rocks and how the latest developments in compliance will affect your institution. We promise a treasure trove of useful information, some relevant insights, and the most interesting podcast on bank and credit union compliance that you’ve EVER listened to.
Resources:
The Kasasa Exchange
Follow Kasasa on Twitter
February 7, 2020
We place a high value on authenticity here at Kasasa, and by extension Thinking Outside the Vault is no different. That’s why we fell in love with the theme song that our B2B Copywriter Victoria wrote, performed and dropped on our team like an acoustic bolt from the blue. It’s everything our podcast is supposed to be: an accessible, fun, and purposeful. Thinking Outside the Vault is a channel for community financial institutions to explore new ideas and learn practical strategies they can use every day. In this brief episode you can hear the song and discover some of the Kasasa values that Victoria thought about when writing it.
Resources:
The Kasasa Exchange
Follow Kasasa on Twitter
Kasasa’s Patch values
January 3, 2020
The importance of a national brand remains a controversial topic, especially for community banks and credit unions. You might be shooting yourself in the foot to carry the same brand of product as a nearby institution, or you might be piggy-backing on momentum you couldn’t build otherwise. Craig Raughton, a Senior Vice President with Kasasa helps unpack the issue, based on a real-world case study in greater Nashville area. If you ever heard the term “coopetition” and wondered what it really means, this is the episode for you.
Resources:
The Kasasa Exchange
Follow Kasasa on Twitter
Craig’s book recommendations:
- Love is the Killer App
- Radical Candor
December 23, 2019
Strategic planning is in the air and today we’re taking a hard look at the recommendations we made for 2019. Our guest is Josh Bailey, an executive strategist with Kasasa. He is keenly aware of the issues that weigh on the minds of community bank and credit union leaders. Grab your headphones or a speaker and walk down memory lane with us. 2019 had some big changes in it, and a number of things that only grew in importance.
Resources:
The Kasasa Exchange
Follow Kasasa on Twitter
December 20, 2019
When you treat data as a resource, it pays to think about how you manage it and what you can do with it in the future. Kasasa’s Chief Technology Officer Pradeep Ittycheria joins us to discuss some key ways that community financial institutions can leverage data more effectively and partner with vendors who open up new possibilities.
Resources:
The Kasasa Exchange
Follow Kasasa on Twitter
November 26, 2019
Amy Gililland-Acosta is Kasasa’s Chief Financial Officer and in addition to her passion for numbers, she is an expert at untangling complex back-office systems and creating order from chaos (she also does an amazing Vanilla Ice impression, but shh, you didn’t hear that from me — nor is it featured in this episode). If you’ve ever felt despair when embarking on a new systems integration, or simply trying to generate a comprehensive report, have no fear, this episode is for you!
Resources:
The Kasasa Exchange
Follow Kasasa on Twitter
October 9, 2019
Two of Kasasa’s Retail Experience Managers give us a peek behind the curtain on three actual Mystery Shop phone calls with community financial institutions. They analyze what’s working, what’s not, and what you can do to help your front-line staff offer a first-class experience to prospects and account holders alike. Before you click “play” on the podcast, we suggest you start with the YouTube link below (it’s a clip from NBC’s The Office).
Excerpt from S5:E7 - NBC's The Office: https://www.youtube.com/watch?v=1QQBB3cwNM0
Resources:
The Kasasa Exchange
Follow Kasasa on Twitter
September 25, 2019
In part two of our discussion with Kasasa’s Chief Innovation Officer John Waupsh, we examine a fundamental perspective shift that community financial institutions face as well as some specific areas where consumer expectations just aren’t being met. Now is the time to take stock of your data operation and make changes.
Resources:
The Kasasa Exchange
Digital Banking Report
Follow Kasasa on Twitter
Follow John on Twitter
