The Future of Credit Unions: AI, Innovation & Member Strategy скачать в хорошем качестве

The Future of Credit Unions: AI, Innovation & Member Strategy

Recorded live from GAC, Sam Kilmer (Managing Director, Cornerstone Advisors and host of Fintech Hustle) sits down with a powerhouse panel of credit union and fintech leaders for an unscripted hallway conversation. Joining the discussion: Brandi Gregory (Managing Director, Cornerstone Advisors) Ned Tobey (CEO, Circuit) JB Orecchia (CEO, SavvyMoney) Nicole Haverly (VP Credit Unions, nCino) Rob Landis (CEO, Correlation) Topics include AI, member primacy, financial wellness, fraud risks, speed of innovation, and what credit unions must rethink in 2026. Click to watch more Fintech Hustle! 🔗 https://www.crnrstone.com/gritty-insi... Chapters: [00:03] Welcome from GAC + “off-campus” setup [00:50] Guest introductions (BrandI, Ned, JB, Nicole, Rob) [02:15] “Day in the life” roundtable: what each leader is focused on [06:37] BrandI: AI isn’t a checkbox + being a connector [08:14] GAC hallway themes: “get out of our own way” + mission clarity [09:54] Speed of innovation: Replit/vibe-coding + separating signal from noise [11:54] Data + primacy + friction removal (stop getting stuck post-approval) [13:49] Primacy debate: “you don’t need everything—win a lane” [15:49] AI risk: synthetic/fake employees + new security headaches [17:30] What’s broken: financial wellness + SMB “silver tsunami” + wealth transfer [21:13] Gen Z reality: building relationships without interaction [23:52] What’s working: momentum, collaboration, higher tech IQ + faster test-and-learn Connect with Sam on LinkedIn: 🔗   / samkilmer