Thinking Outside the Vault
Back Office Systems with Amy Gililland-Acosta

Back Office Systems with Amy Gililland-Acosta

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

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What’s in a Mystery Shop phone call anyway?

What’s in a Mystery Shop phone call anyway?

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

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What’s next in banking technology with John Waupsh - Part 2

What’s next in banking technology with John Waupsh - Part 2

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

 

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What’s next in banking technology with John Waupsh - Part 1

What’s next in banking technology with John Waupsh - Part 1

September 18, 2019

Kasasa’s Chief Innovation Officer John Waupsh sets out a clear pathway to success for community financial institutions: one that is paved with consumer data. In this two part episode we cover look at how data management is changing the competitive landscape and the practical day-to-day operations of banks and credit unions. 

 

Resources:

The Kasasa Exchange

 

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Competitive deposit repricing with Greg Wempe - Part 2

Competitive deposit repricing with Greg Wempe - Part 2

July 15, 2019

Although most community financial institutions may not think of reward checking as their first (or best) weapon in the battle for deposits, it probably should be. In part two, Kasasa CCO Greg Wempe unpacks what makes reward checking such a useful tool and how community banks and credit unions can use it to hedge against a volatile market.

Competitive deposit repricing with Greg Wempe - Part 1

Competitive deposit repricing with Greg Wempe - Part 1

July 15, 2019

Community banks and credit unions are looking for ways to grow their deposits despite the uncertain economic outlook. The conventional approach to deposit growth may still fall short of the true competitive threats. Bank and credit union leadership have options, but they need to start with rethinking how they assess the competition. Kasasa CCO Greg Wempe lays out his recommendations.

The ins and outs of marketing attribution with CW Warwick

The ins and outs of marketing attribution with CW Warwick

July 10, 2019

Every marketer and CEO wants to know whether their marketing ROI is positive or not. That requires diving into the wild world of attribution and traceability. Kasasa's VP of B2C Marketing, CW Warwick talks about working with community financial institutions to provide the cutting edge technology and data analysis they need.

Steal this: Marketing for financial institutions

Steal this: Marketing for financial institutions

July 8, 2019

Corporate social responsibility (CSR) is the new trend in marketing. Learn from companies who have gotten it right — and who have gotten it wrong.

Improving retail experience with Melissa Thinger

Improving retail experience with Melissa Thinger

July 8, 2019

Even in a digital world, service matters. We sat down with Melissa Thinger, our VP of Retail Experience, to discuss the importance of mission statements in a consumer’s experience.

Interest rate volatility at the Federal Reserve

Interest rate volatility at the Federal Reserve

July 8, 2019

How can your institution succeed in a fluctuating market? We break down the current state of the economy and how you can stabilize your strategy with our Executive Strategist, Patrick Murphy.