Tom Novak, Vice President, Chief Deposit & Payments Officer at Visions Federal Credit Union, discusses strategies to build deposits, expand members and create value beyond the CD rate. Thomas P. Novak is an executive leader responsible for deposit and payments transformation at Visions Federal Credit Union, a $5.6 billion financial institution headquartered in upstate New York. He is directly responsible for the deposit strategy, payments strategy, and innovation that drives the entire value chain of deposit and payments experiences and growth at the credit union. A recent recipient of Ame ..read more

Shondell Varcianna, CEO and Founder of Varci Media, discusses the keys to creating effective content that resonates with your target audiences. Shondell Varcianna is the CEO and founder Varci Media. A content writing company that helps financial institutions save time by writing content that speaks to their target audience. Shondell and her team have transformed their client’s blogs into a solution provider for their customers.  If you have additional questions for Shondell, please contact her at: shondell@varcimedia.com The post Keys to Creating Effective Content appeared first on Credi ..read more

Mike Prior, CEO at Priority Financial Group Advisors, discusses how financial advisory services are a natural extension of the credit union’s financial education mission. Mike Prior is the Founder, President, and Chief Executive Officer of Priority Financial Group (PFG), serving credit unions and financial advisors since 1997. He possesses decades of experience in the securities industry, as well as dedicated expertise helping financial advisors and credit unions achieve their unique goals. Mike is a pioneer in introducing the Charles Schwab and Fidelity advisory platforms to credit unions. He ..read more

Robert Mancini, Chief Revenue Officer at Rego Payment Architectures introduces Rego’s unique app that encourages kids to manage and spend money within a parent-controlled environment. With over 30 years of experience in the financial services industry, Robert Mancini serves as the Chief Revenue Officer of REGO Payment Architectures, Inc. Bringing extensive experience from global banks, leading technology firms, and international research and consulting firms, Robert is focused on creating a safe and comprehensive family digital wallet experience for banks and credit unions.  If you have ..read more

Jackie Davidson, Payments and Digital Fraud Manager at Alabama One Credit Union, discusses staying on top of every evolving fraud tactics through monitoring, evaluation and collaboration. ackie Davidson currently leads fraud prevention at Alabama One. He has more than thirteen years of experience working with financial institutions and retail merchants, specializing in debit card fraud prevention and dispute resolution.  In 2021, Jackie co-founded Fraud Forum (www.fraudforum.org) with Redi Enterprise Development, Inc. Fraud Forum provides financial institutions a place where they can coll ..read more

 Yinglian Xie, CEO and Co-Founder of DataVisor, discusses the application of AI and machine learning to fraud management.  Yinglian Xie is CEO and Co-Founder of DataVisor, a leading Silicon Valley-based technology company providing advanced fraud management solutions powered by artificial intelligence. Founded in 2013, DataVisor empowers enterprise clients across the globe to proactively detect and defeat the most sophisticated modern attacks using proprietary unsupervised machine learning algorithms, powerful big data architecture, and a robust suite of modeling and analytics soluti ..read more

Anna Krogh the Vice President of Business Development at Dovenmuehle Mortgage discusses the cost, compliance, and technology benefits of subservicing mortgage support. Anna Krogh joined Dovenmuehle in 2022 as the company’s Vice President of Business Development. In this role, her responsibilities include growing Dovenmuehle’s client list by sourcing new prospects and fostering and developing long-term relationships and clients. She has more than a decade of experience in the financial services space and comes to Dovenmuehle from Associated Bank, where she served as the Senior Vice President, S ..read more

John Hardesty, General Manager Mortgage Division at Argyle, discusses the benefits of utilizing automated income and employment verification.   John Hardesty is general manager of mortgage at Argyle, the leading platform for consumer-permissioned payroll connectivity, which gives businesses fast, cost-effective access to real-time income and employment data. Prior to joining Argyle, John was a brand ambassador and primary business partnership contact for Surefire CRM by Black Knight. During his tenure, John enhanced the Surefire platform by facilitating partnerships with 30+ companies. Hi ..read more

Patrick O’Brien, CEO at LenderLogix, discusses how credit unions can improve member increase mortgage market share and improve member experience.  LenderLogix Co-Founder and CEO Patrick O’Brien worked as a residential mortgage banker for a large regional financial institution for 15 years. With a successful history as a retail loan originator, he understands the importance of the lender/realtor relationship and helped create LenderLogix from a banker’s perspective. Patrick has a passion for process improvement and led initiatives to bring efficiencies to the mortgage process. He has advis ..read more