Thinking Outside the Vault
Operational excellence during a pandemic with Vennesa Van Ameyde

Operational excellence during a pandemic with Vennesa Van Ameyde

October 23, 2020

This pandemic and the economic aftermath can be overwhelming. But to succeed, we have to embrace business as unusual. Nothing about what we’re experiencing right now is normal, and very little of it feels comfortable, but buried in that challenge is an amazing opportunity to show up for your community and your account holders. All these new challenges can be distractions, or we can use them to help us focus on what really matters.

In this episode, we talk with Kasasa’s Chief Operations Officer Vennesa Van Ameyde about what she learned from steering Kasasa through COVID-19 and how you can leverage those lessons to prepare your financial institution for whatever comes next.

Learn about Kasasa Care

Lattice: https://lattice.com/

Slack: https://slack.com/

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“Are you a true lender?” and other compliance news in the Compliance Pagoda

“Are you a true lender?” and other compliance news in the Compliance Pagoda

August 17, 2020

In this episode we talk about the true lending rule, coronavirus rollbacks, Reg D, Appendix Q, and James McGuire’s not-so-secret-anymore passion in life. Stick around for the FAQ segment where we answer your burning compliance questions, including why that promotion with your local sports team could land you in hot water. If you care about staying on top of changes in the world of compliance — without falling asleep — this is the podcast episode for you.

Resource:
FDIC’s FAQ for financial institutions affected by coronavirus

 

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Why transparency is the Holy Grail of cybersecurity with Hung Lee

Why transparency is the Holy Grail of cybersecurity with Hung Lee

August 5, 2020

Think complexity equals security? It’s time to turn that paradigm on its head. Your best defense against cyber criminals are security measures that add to a frictionless user experience by remaining all but invisible — not one that makes things more complicated. But achieving that type of security is easier said than done. In our wide-ranging chat with Kasasa’s Chief Information Security Officer, Hung Lee, we explore the idea of transparent security, as well as new threats in the age of coronavirus, social media hacking, vendor relationships, and more.

 

Note: “FI” is an internal acronym we use for “financial institution.”

 

Celebrity and politician Twitter accounts hacked for Bitcoin.

 

Naked Security blog: https://nakedsecurity.sophos.com/

 

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The golden marketing opportunity in Q4 with Star Exton-Raymor and Alyson Daniel

The golden marketing opportunity in Q4 with Star Exton-Raymor and Alyson Daniel

July 24, 2020

Even though the marketing world has been turned on its head by the global pandemic there is still a window of opportunity in 2020 that you don’t want to miss. Kasasa’s Director of Digital Marketing Star Exton-Raymor and Alyson Daniel, a Senior Marketing Manager with Kasasa join our show to discuss how community banks and credit unions can still attract new account holders and position their brands for growth, despite the tough economic conditions. Whether or not you work with Kasasa, there’s a lot of great insight on how to pivot your marketing strategy for the remainder of 2020.

 

Full disclosure: this episode focuses on a free service (campaign creation) that Kasasa provides to our clients. We work hard to keep the content of the podcast value-based, and in this case we felt like the tie-in between the marketing challenge that community financial institutions face and the service we provide was too close to separate effectively. Regardless of who you use to get your marketing out, there's some great advice in here on why you should start implementing a seasonal strategy now.

 

Look at some samples from the seasonal campaign.

 

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How the Kasasa Loan is changing lending with Greg Schultz and Chris Cohen

How the Kasasa Loan is changing lending with Greg Schultz and Chris Cohen

July 10, 2020

Launching a new product in the fintech space is a massive undertaking, especially in the ultra-competitive lending space. When Kasasa's Director of Product Management, Greg Schultz and Chris Cohen Executive Vice President of Product were launching the Kasasa Loan it was based on the hunch that borrowers wanted and needed a product they had never seen. In reality, the Kasasa Loan has performed in ways that we barely hoped for, especially in the midst of the coronavirus pandemic. It's changing the entire experience of borrowing money and paying it back — helping consumers reduce debt faster and lowering risk of default for institutions.

 

Watch Dan Ariely's TED talk.

 

Request a live demo of the Kasasa Loan.

 

See the Kasasa Loan in action – download the app from the Apple App Store and Google Play.

Username: Preso

Password: Demo

 

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Exploring non-interest income opportunities with Julie Roughton

Exploring non-interest income opportunities with Julie Roughton

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 value-added product 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

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What to do when your branches shut down overnight with Keith Brannan

What to do when your branches shut down overnight with Keith Brannan

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

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The Compliance Pagoda with James McGuire - Session 1

The Compliance Pagoda with James McGuire - Session 1

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

 

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Breaking down our new theme song with Victoria Kerr

Breaking down our new theme song with Victoria Kerr

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

 

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Kasasa’s Patch values

The case for coopetition with Craig Raughton

The case for coopetition with Craig Raughton

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

 

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Craig’s book recommendations:

  1. Love is the Killer App 
  2. Radical Candor

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