Mindspan Systems

When called upon to transform an organization, it's often a delicate and ever-changing balancing act. This requires delivering outcomes that not just meet expectations but will win in the market and operate within the realities of the institution's resources and capabilities.

In this episode, we sit down with Kevin Miller, CEO of Travis Credit Union, to discuss their journey of such an effort. Kevin walks through the ambitious goals for the CU and its approach to people, processes, and technology. He shares insights and lessons learned almost 3 years into the process.

The full episode 👉 https://mindspaninc.com/Behind-The-Vault-Redesigning-the-Institution-at-Travis-Credi-Union-with-Kevin-Miller.html

𝘼𝙩 𝙞𝙩𝙨 𝙘𝙤𝙧𝙚, 𝙙𝙚𝙨𝙞𝙜𝙣 𝙩𝙝𝙞𝙣𝙠𝙞𝙣𝙜 𝙞𝙨 𝙗𝙪𝙞𝙡𝙩 𝙖𝙧𝙤𝙪𝙣𝙙 𝙖 𝙨𝙚𝙚𝙢𝙞𝙣𝙜𝙡𝙮 𝙪𝙣𝙪𝙨𝙪𝙖𝙡 𝙥𝙖𝙞𝙧𝙞𝙣𝙜. 𝘿𝙞𝙨𝙘𝙞𝙥𝙡𝙞𝙣𝙚 𝙖𝙣𝙙 𝙚𝙢𝙥𝙖𝙩𝙝𝙮. 𝙍𝙖𝙩𝙝𝙚𝙧 𝙩𝙝𝙖𝙣 𝙖𝙣 𝙖𝙛𝙩𝙚𝙧𝙩𝙝𝙤𝙪𝙜𝙝𝙩 𝙤𝙧 𝙡𝙤𝙨𝙩 𝙞𝙣 𝙖 𝙡𝙞𝙨𝙩 𝙤𝙛 𝙤𝙩𝙝𝙚𝙧 𝙧𝙚𝙦𝙪𝙞𝙧𝙚𝙢𝙚𝙣𝙩𝙨, 𝙘𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙣𝙚𝙚𝙙𝙨 𝙩𝙖𝙠𝙚 𝙘𝙚𝙣𝙩𝙚𝙧 𝙨𝙩𝙖𝙜𝙚 𝙖𝙣𝙙 𝙥𝙪𝙨𝙝 𝙮𝙤𝙪 𝙩𝙤𝙬𝙖𝙧𝙙𝙨 𝙩𝙝𝙚 𝙚𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 𝙩𝙝𝙖𝙩 𝙨𝙩𝙖𝙣𝙙𝙨 𝙤𝙪𝙩. The full episode here 👉 http://mindspaninc.com/Behind-The-Vault-Design-Thinking-For-Community-FIs.html

"𝙒𝙝𝙤 𝙠𝙣𝙤𝙬𝙨 𝙩𝙝𝙚 𝙖𝙪𝙙𝙞𝙚𝙣𝙘𝙚 𝙗𝙚𝙩𝙩𝙚𝙧 𝙩𝙝𝙖𝙣 𝙖𝙣𝙮𝙤𝙣𝙚? 𝙄𝙩'𝙨 𝙣𝙤𝙩 𝙟𝙪𝙨𝙩 𝙩𝙝𝙚 𝙡𝙚𝙣𝙙𝙚𝙧 𝙤𝙧 𝙩𝙝𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙙𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 𝙤𝙛𝙛𝙞𝙘𝙚𝙧. 𝙄𝙩'𝙨 𝙩𝙝𝙚𝙨𝙚 𝙛𝙤𝙡𝙠𝙨 𝙬𝙝𝙤 𝙝𝙖𝙫𝙚 𝙩𝙝𝙚 𝙙𝙚𝙩𝙖𝙞𝙡𝙚𝙙 𝙙𝙖𝙩𝙖, 𝙩𝙧𝙖𝙣𝙨𝙖𝙘𝙩𝙞𝙤𝙣𝙖𝙡, 𝙘𝙪𝙨𝙩𝙤𝙢𝙚𝙧, 𝙖𝙣𝙙 𝙙𝙚𝙚𝙥 𝙙𝙚𝙢𝙤𝙜𝙧𝙖𝙥𝙝𝙞𝙘 𝙙𝙖𝙩𝙖 𝙩𝙝𝙖𝙩 𝙖𝙧𝙚 𝙖𝙗𝙡𝙚 𝙩𝙤 𝙙𝙧𝙞𝙫𝙚 𝙧𝙚𝙖𝙡 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙜𝙧𝙤𝙬𝙩𝙝."

In this episode of the Behind the Vault podcast, we hear from Jody Guetter, CFMP, Chief Marketing Officer at Nymbus, about the lessons learned in consumer engagement from a career in consumer brand marketing, community banking, and fintech. Jody shares insights on the evolution of marketing roles in community banking, the importance of data-driven strategies for growth, and the often missed uses of technology in marketing.

The full conversation here 👉 https://Mindspaninc.com/Behind-The-Vault-Marketing-as-a-Growth-Engine-Insights-from-Nymbus-Jody-Guetter.html

"𝙒𝙚 𝙘𝙖𝙣 𝙩𝙤𝙪𝙘𝙝 𝙥𝙚𝙤𝙥𝙡𝙚 𝙖𝙣𝙙 𝙘𝙤𝙢𝙢𝙪𝙣𝙞𝙩𝙞𝙚𝙨 𝙞𝙣 𝙢𝙖𝙣𝙮 𝙙𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩 𝙬𝙖𝙮𝙨 𝙖𝙣𝙙 𝙨𝙪𝙘𝙘𝙚𝙨𝙨 𝙡𝙤𝙤𝙠𝙨 𝙙𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩. 𝘼𝙣𝙙 𝙩𝙝𝙚 𝙘𝙤𝙣𝙫𝙚𝙣𝙩𝙞𝙤𝙣𝙖𝙡 𝙢𝙚𝙖𝙨𝙪𝙧𝙚𝙨 𝙤𝙛 𝙨𝙪𝙘𝙘𝙚𝙨𝙨, 𝙛𝙧𝙖𝙣𝙠𝙡𝙮, 𝙙𝙤𝙣'𝙩 𝙘𝙪𝙩 𝙞𝙩."

In this episode of Behind the Vault, we hear from Randell Leach, CEO of Beneficial State Bank. The FI is proving that banks can be profitable and purposeful. It has grown into a $1.5 billion CDFI while staying disciplined in the business it pursues and avoids and focused on accessibility to underserved communities in the US Northwest.

The full discussion 👉 https://mindspaninc.com/Behind-The-Vault-Aligning-Growth-and-Purpose-with-Beneficial-State-Bank-Randell-Leach.html