Shows
Inner JoinGoverned by Trust: The Credit Union Data Journey at Rise AnalyticsYomar Marquez, AVP of Cloud Management at Rise Analytics (a Trellance company), unpacks the evolving world of data governance through the lens of credit unions. He walks through Rise Analytics’ transformation journey, highlighting the trust, security, and organizational shifts required to manage data effectively. From building a five-pillar governance model to leveraging tools like Select Star for better data lineage and security, Yomar shares practical insights and lessons learned along the way.Read the recap at https://www.selectstar.com/resources/snowflake-dynamic-data-masking2025-06-1344 min
Credit Union ConversationsEp. 78 - Relationship Building with Austin WentzlaffI’m Mark Ritter, and this is Credit Union Conversations. Today, I’m joined by Austin Wentzlaff from Nook to discuss how credit unions can evolve beyond competitive rates and traditional relationships by using digital tools to deepen member engagement. We’ll explore how Nook takes a fresh approach—focusing on lifestyle topics like travel, health, and relationships—to build trust and naturally drive financial product adoption. Plus, we’ll dive into the role of venture capital in fintech, the challenges early-stage companies face, and what it really takes to bring innovation to the credit union space.IN THIS EPIS...2025-04-1528 min
The CUInsight ExperienceGrowing Pains with Renée Sattiewhite (#206)“Be unreasonable, but not unrealistic.” - Renée SattiewhiteWelcome to episode 206 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei. This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and I will h...2025-03-2844 min
The CUInsight ExperienceResilience (#205)“Don’t just bounce back—bounce better.” - Randy SmithWelcome to episode 205 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei. This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and...2025-03-1434 min
The CUInsight ExperienceAuthenticity with Mike Valentine (#204)“As long as you take your job seriously and not yourself seriously, you’re ok.” - Mike ValentineWelcome to episode 204 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improv...2025-02-2839 min
The CUInsight ExperienceCreate or Innovate (#203)“Looking out a couple years, your strategic plan may still be viable, but it sure has to be flexible.” - Randy SmithWelcome to episode 203 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase effi...2025-02-1434 min
The CUInsight ExperienceExpecting the Best (#202)“Recognize your own humanity and give yourself the resources you need to cultivate optimism.” - Jill NowackiWelcome to episode 202 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve memb...2025-01-3134 min
The CUInsight ExperienceLife is Short (#201)“There's nothing we can do today that makes tomorrow happen exactly how we think...” - Jill NowackiWelcome to episode 201 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.2025-01-1734 min
The CUInsight NetworkInnovative Technology - Trellance (#67)“We help credit unions elevate their operational outcomes with AI powered solutions.” - Steve KassThank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to...2023-10-0619 min
Credit Union Strategy PodcastHow to Build Your Data Maturity Action Plan with Stef LuckHow to Build Your Data Maturity Action PlanBecoming data-driven is a priority for most credit unions today, and the reasons are clear: data-driven organizations are 23 times more likely to acquire customers, six times as likely to retain customers, and 19 times as likely to be profitable. To serve today’s digital-first members, most credit unions don’t need convincing about why they need to become data-led – but the how is another story. The data maturity journey is not straightforward, and most credit unions are supervised to discover there isn’t a sequential series of steps or a “right way”...2023-06-0730 min
Credit Union Strategy Podcast"If I had 10 minutes" with Stef Luck, VP of Sales with TrellanceHow to Build Your Data Maturity Action PlanBecoming data-driven is a priority for most credit unions today, and the reasons are clear: data-driven organizations are 23 times more likely to acquire customers, six times as likely to retain customers, and 19 times as likely to be profitable. To serve today’s digital-first members, most credit unions don’t need convincing about why they need to become data-led – but the how is another story. The data maturity journey is not straightforward, and most credit unions are supervised to discover there isn’t a sequential series of steps or a “right way”...2023-06-0709 minThe CUInsight NetworkData Journey - Trellance (#46)“Becoming data-driven isn’t just about technology; it’s really about culture change.” - Stef LuckThank you for tuning in to episode 46 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today’s show is Stef Luck, Vice President of Sales at Trellance. Stef begins by sharing he...2022-11-2523 min
America's Credit UnionsSponsored: Data-driven solutionsAs members’ interactions with their credit unions become more digital, their engagement creates a legacy of data that can be collected and analyzed to improve business performance. In this podcast, sponsored by Trellance, Kaushal Pandya, senior vice president of data management and chief data officer at Trellance, explains how credit unions can develop the tools to catalog and maintain their own data management programs. As Kaushal says in this interview, data management competency is a blend of people, technology, and process. Trellance works with credit unions to ensure each of those elements is integrated smoothly int...2021-02-0414 minCUNA News PodcastSponsored: Data-driven solutionsAs members’ interactions with their credit unions become more digital, their engagement creates a legacy of data that can be collected and analyzed to improve business performance. In this podcast, sponsored by Trellance, Kaushal Pandya, senior vice president of data management and chief data officer at Trellance, explains how credit unions can develop the tools to catalog and maintain their own data management programs. As Kaushal says in this interview, data management competency is a blend of people, technology, and process. Trellance works with credit unions to ensure each of those elements is integrated smoothly int...2021-02-0414 min
The CUInsight ExperienceJill and Randy - Morning Walks (#101)“We can get what we want out of life if we are intentional about it.” Jill NowackiThank you for tuning in to episode 101 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.In this season's final episode, we are changing things up a little. My co-host, the one and only Jill Nowacki, and I are looking back on this crazy year and discussing the good that is ofte...2020-12-1132 min
The CUInsight ExperienceJim Nussle - Full Circle (#100)“Start with the end in mind.”Thank you for tuning in to episode 100 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on this 100th episode was also my guest on the very first episode of The CUInsight Experience Podcast, Jim Nussle, the President, and CEO of CUNA. I was looking forward to this conversation with Jim. We intentionally kept it broad in scope when talking abou...2020-11-2746 min
The CUInsight ExperienceNader Moghaddam - Good Partners (#99)“If you make sure your boss wins, you will be successful through their success.”Thank you for tuning in to episode 99 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today's show is Nader Moghaddam, the President and CEO of Financial Partners Credit Union in California. We talked about what it takes to be a good leader, great insights into board relations, and why that CEO...2020-11-1341 min
The CUInsight ExperienceDebbie Painter - Stay Intentional (#98)“Love what you do, and if you don’t love it, find that love.”Thank you for tuning in to episode 98 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Debbie Painter, the President and CEO of the Kentucky Credit Union League. Debbie and I talk about leadership and the communication skills it takes to be a good leader in this digital...2020-11-0633 min
The CUInsight ExperienceBert J. Hash Jr. - Dig Deeper (#97)“People don’t really care what you know, they want to know that you care.”Thank you for tuning in to episode 97 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today's show is Mr. Bert J. Hash Jr., the former Presiden and CEO at MECU in Baltimore. Bert is very busy in his retirement and services on many boards and committees in his community and ar...2020-10-3048 min
The CUInsight ExperienceLucy Ito - Organizational Interest (#96)“A single leader doesn’t have all the answers.” - Lucy Ito Thank you for tuning in to episode 96 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Lucy Ito, the President, and CEO of NASCUS, The National Associate of State Credit Union Supervisors. We talk about credit unions and the relationship with regulators because of Lucy’s interesting seat at the table...2020-10-2336 min
The CUInsight ExperienceDeedee Myers - Why Not (#95)“Professionals have coaches, amateurs do not.” - DeeDee MyersThank you for tuning in to episode 95 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on this episode is Deedee Myers, Founder, and CEO of DDJ Myers. We talk about leadership lessons learned, the value of coaching, what it takes to be a good leader. We spend a lot of time making sure that we, as indiv...2020-10-1635 min
The CUInsight ExperienceLarry Sewell - Better Together (#94)“There is no requirement to have a formal title to be a leader.” - Larry Sewell Thank you for tuning in to episode 94 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Larry Sewell. Larry is the VP of Corporate Partnership and Advocacy at Together Credit Union and the new Board Chair of the African American Credit Union Coalition. We talk about...2020-10-0946 min
The CUInsight ExperienceShruti Miyashiro - Encouraging Growth (#93)"There's no limit to the ways we can learn." - Shruti MiyashiroThank you for tuning in to episode 93 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance who is transforming data into actionable insight for credit unions from coast to coast. My guest on today's show is Shruti Miyashiro. Shruti is the President and CEO of Orange County's Credit Union. We talk about keeping teams connected in this ever-changing world and maintaining the credit union’s culture, and mission. Shr...2020-10-0242 min
The CU2.0 PodcastCU 2.0 Podcast Episode 109 Paul Ablack on Fintechs, Big Data, and New Opportunities in Commercial LendingSend us a text Paul Ablack knows big data and fintechs. He served as CEO at OnApproach, a big data company aimed at credit unions that was acquired by Trellance.Ablack left OnApproach after the acquisition and is now noodling new opportunities in fintechs and especially in commercial lending for deposit rich credit unions. In that latter regard he is bullish on what he sees as major opportunities in lending for new senior care facilities and, yes, that industry has taken a beating in the Covid-19 era but that, too, may well fuel the need for...2020-09-0143 min
The CUInsight ExperienceDeepthi Dommaraju - Listen, Learn and Lead (#55)“If you have a personal goal. You and only you can change that.” - Deepthi DommarajuWelcome to episode 55 of The CUInsight Experience podcast with your host Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CO-OP Financial Services. CO-OP is your trusted payments processing partner whose mission is to drive the credit union movement forward.In this episode, Randy is speaking with Deepthi Dommaraju. She is the Vice President of Data Analysis at Trellance, which offers data analytics solutions to help credit unions revolutionize the prod...2020-01-1034 minThe CU2.0 PodcastCU 2.0 Podcast Episode 22 Talking Payments and Data Analytics with Trellance's Lou GrilliSend us a textWhat do you think when you get an alert from your credit union offering you a 2.9% car loan - and you already have a 1.9% car loan that you got two years ago from the same institution?Duh, right?Lou Grilli, an executive at payments CUSO Trellance, thinks a lot about exactly those kinds of questions and he believes that for credit unions the solution will come through smarter, faster data analytics.His opinions are rooted in information gleaned...2019-12-3030 min
America's Credit UnionsSponsored: Credit union growth with Trellance’s Tom Davis and Bill LehmanTrellance’s President/CEO Tom Davis and Senior Vice President of Managed Services Bill Lehman discuss how the credit union service organization provides guidance and solutions to help credit unions grow.2018-05-3133 minCUNA News PodcastSponsored: Credit union growth with Trellance’s Tom Davis and Bill LehmanTrellance’s President/CEO Tom Davis and Senior Vice President of Managed Services Bill Lehman discuss how the credit union service organization provides guidance and solutions to help credit unions grow.2018-05-3133 min