CRMNEXT

The student loan situation is… well, it’s caused some heartache and stress. Let’s just put it that way.&nbsp; But there are those out there who are determined to bring solutions and to help FIs offer those solutions to their customers and members.&nbsp; And we got to sit down with one such remarkable individual this week. Bobby Matson, Founder and CEO of Payitoff joins us—on CRMNEXT’s Banking on Experience podcast.&nbsp; Topics we cover include:<ul><li>Why Bobby is passionate about this topic</li><li>Student loans: why they’re different from all others</li><li>How to determine the next best steps for your customers or members&nbsp;</li><li>Top challenges FIs face around student loans</li><li>Providing real help: best ways FIs can address the student loan crisis</li><li>Wealth management &amp; robo-advising</li><li>Changing the world (yes, really)</li><li>And more</li></ul> Stay in touch with Banking on Experience by listening on <a href="https://podcasts.apple.com/us/podcast/banking-on-experience/id1505808264" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/0SsuALIiOHsDCQSLYcH0nb" rel="noopener noreferrer" target="_blank">Spotify</a>, or our <a href="https://go.crmnext.com/content-library/" rel="noopener noreferrer" target="_blank">website</a>.Listening on a desktop &amp; can’t see the links? Just search for Banking on Experience in your favorite podcast player.

2x Founder - I love writing code and building high impact companies.

I'm currently working on Payitoff to create an ecosystem designed for better borrower outcomes.

Bobby Matson

Founder at Payitoff

Episode 110: An under-the-hood look at student loans and how to help

Bobby Matson, Founder and CEO of Payitoff joins us to talk student loans and how your FI can help—on CRMNEXT’s Banking on Experience podcast. 


If you’re at a small Credit Union and are being told “you can’t” because of your asset size, this podcast is for you. Becky Reed, CEO of Lone Star Credit Union, is proving day in and day out that a can-do attitude –– regardless of your asset size –– and a willingness to say “yes” instead of “maybe later” is what you really need to grow in today’s CU Market. We dive in on leveraging CUSOs, embracing a culture of being a “Pioneer” (AKA “BETA”) for innovations in the space, and joining boards and trade organizations. This episode is for all of the small credit unions out there that are feeling overwhelmed. So, If you are trying to grow your Credit Union with a shoestring budget, Becky Reed’s gonna tell you how in this episode of the banking on experience podcast.

Becky Reed is the Chief Executive Officer at Lone Star Credit Union.

Becky Reed

CEO, Lone Star Credit Union

If you’re at a small Credit Union and are being told “you can’t” because of your asset size, this podcast is for you. 

Becky Reed, CEO of Lone Star Credit Union, is proving day in and day out that a can-do attitude –– regardless of your asset size –– and a willingness to say “yes” instead of “maybe later” is what you really need to grow in today’s CU Market. 

We dive in on leveraging CUSOs, embracing a culture of being a “Pioneer” (AKA “BETA”) for innovations in the space, and joining boards and trade organizations.  

This episode is for all of the small credit unions out there that are feeling overwhelmed.  So, If you are trying to grow your Credit Union with a shoestring budget, Becky Reed’s gonna tell you how in this episode of the banking on experience podcast. 


Episode 113: The "CU That Could"

How to grow your Credit Union on a shoestring budget

60% of CUSO’s are Insurance based and almost all of them have the same thing in common:&nbsp; They are barely scratching the surface of their potential!&nbsp; President of Insurance Strategies with Daggett Enterprises, Melanie Munsey, takes us “padawan’s” to school on the ways of the Insurance Force and explains how CU’s are being treated like “second class citizens” when it comes to many of their current protection product partnerships, and how more income, control, and freedom awaits those that have the desire to creatively advocate for their membership and their CU/CUSO!&nbsp; Tune in to work SMARTER not HARDER and get back what you deserve!

Melanie Munsey is the President of Insurance Strategies at Daggett Enterprises. 

Melanie Munsey 

The Woman Behind the Insurance CUSO Curtain: Melanie Munsey 

60% of CUSO’s are Insurance based and almost all of them have the same thing in common: They are barely scratching the surface of their potential! President of Insurance Strategies with Daggett Enterprises, Melanie Munsey, takes us “padawan’s” to school on the ways of the Insurance Force and explains how CU’s are being treated like “second class citizens” when it comes to many of their current protection product partnerships, and how more income, control, and freedom awaits those that have the desire to creatively advocate for their membership and their CU/CUSO! Tune in to work SMARTER not HARDER and get back what you deserve!


Episode 112: The Woman Behind the Insurance CUSO Curtain: Melanie Munsey

The Woman Behind the Insurance CUSO Curtain: Melanie Munsey

The impact of an FI serving its community—truly serving its community—cannot be understated, and there’s no better example of this than Tongass Federal Credit Union.&nbsp; We were honored to sit down for a chat with Helen Mickel, CEO of Tongass FCU and one of our 2021 Right On The Money (ROTM) winners, to talk about playing big and serving community as a small CU—this week on CRMNEXT’s Banking on Experience podcast.&nbsp; Topics we cover include:<ul><li>The Tongass FCU Story: origin, community, mission</li><li>How Tongass has tackled serving the underserved</li><li>Boots on the ground: why it matters so much in this very virtual world</li><li>Microsites (and how they’re making a difference)&nbsp;</li><li>The initiative Helen feels has had the biggest impact on both community and growth</li><li>The power of promoting small businesses&nbsp;</li><li>What the future holds for Tongass FCU</li><li>Changing the world (yes, really)&nbsp;</li><li>And more&nbsp;</li></ul> Stay in touch with Banking on Experience by listening on <a href="https://podcasts.apple.com/us/podcast/banking-on-experience/id1505808264" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/0SsuALIiOHsDCQSLYcH0nb" rel="noopener noreferrer" target="_blank">Spotify</a>, or our <a href="https://go.crmnext.com/content-library/" rel="noopener noreferrer" target="_blank">website</a>.Listening on a desktop &amp; can’t see the links? Just search for Banking on Experience in your favorite podcast player.

Innovative, results-oriented executive leader. Passionate about credit unions and people helping people philosophy.

Helen Mickel 

President/CEO at Tongass Federal Credit Union

Episode 111: Playing big and truly serving your community as a small CU 

Helen Mickel, CEO of Tongass FCU and one of our 2021 Right On The Money (ROTM) winners, talks playing big and serving community as a small CU—this week on CRMNEXT’s Banking on Experience podcast. 


Wise FIs know that both brand and PR play essential roles in the success of their organization. And the brilliant ones know just how well the two work together.&nbsp; We’re lucky to feature one such organization this week. Jennifer Reed, Vice President of Public Relations at Sound Credit Union joins us to talk all about it—on CRMNEXT’s Banking on Experience podcast.&nbsp; Topics we cover include:<ul><li>Sound CU’s logo: its origin story and how it represents them</li><li>Getting your story out there</li><li>The biggest challenges CUs face when it comes to tying brand and PR together</li><li>Jennifer’s top tips and tricks for PR</li><li>The stigma of PR being “a compliance thing”</li><li>How brand and PR complement each other</li><li>Changing the world (yes, really)&nbsp;</li><li>And more&nbsp;</li></ul> Stay in touch with Banking on Experience by listening on <a href="https://podcasts.apple.com/us/podcast/banking-on-experience/id1505808264" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/0SsuALIiOHsDCQSLYcH0nb" rel="noopener noreferrer" target="_blank">Spotify</a>, or our <a href="https://go.crmnext.com/content-library/" rel="noopener noreferrer" target="_blank">website</a>.Listening on a desktop &amp; can’t see the links? Just search for Banking on Experience in your favorite podcast player.

Jennifer Reed, Vice President of Public Relations at Sound Credit Union joins us to talk all about how brand and PR can (and should) work together at your FI—this week on CRMNEXT’s Banking on Experience podcast. 

Jennifer Reed

VP/Public Relations at Sound Credit Union

Episode 109: How your brand and PR work in unison

Jennifer Reed, Vice President of Public Relations at Sound Credit Union joins us to talk all about how brand and PR can (and should) work together at your FI—this week on CRMNEXT’s Banking on Experience podcast. 



Have you ever been afraid to take out a loan? Have you ever put experience ahead of price? Yeah, us too. It all comes back to that human element that drives everything, including the relationship between FIs and the people they serve. And we got to sit down for a chat with a true expert on the subject.&nbsp; Miriam Ackerman, Chief Strategy Officer at DNT BLNK and Co-Founder of NetGiver (NACUSO’s 2020 Big Idea Award-Winner) graciously offers her expertise—this week on CRMNEXT’s Banking on Experience podcast.&nbsp; Topics we cover include:<ul><li>Why Miriam is passionate about this topic&nbsp;</li><li>Addressing what your members &amp; customers actually need&nbsp;</li><li>The power of real connection</li><li>Best practices around experience for FIs</li><li>Getting specific with personalization</li><li>The no mission/no margin concept</li><li>What holds FIs back from maintaining good relationships (and how to fix it)&nbsp;</li><li>Changing the world (yes, really)</li><li>And more</li></ul> Stay in touch with Banking on Experience by listening on <a href="https://podcasts.apple.com/us/podcast/banking-on-experience/id1505808264" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/0SsuALIiOHsDCQSLYcH0nb" rel="noopener noreferrer" target="_blank">Spotify</a>, or our <a href="https://go.crmnext.com/content-library/" rel="noopener noreferrer" target="_blank">website</a>.Listening on a desktop &amp; can’t see the links? Just search for Banking on Experience in your favorite podcast player.

Highly creative and action-oriented a history of combining creative solutions with innovative project coordination and management. Engaging public speaker, team leader and consultant with experience working in the US and the EU. | Extensive experience securing support and enthusiasm from individuals, communities and organizations. ► 

Miriam Ackerman has been actively involved in arts industries, non-profit and information technology for 17 years, beginning with her founding of Fill the Cup LLC, a fundraising platorm for arts, fraternal, faith and community associations, while she was still in high school. Her education and experience have equipped her to lead in both creative and managerial roles of for-profit, non-profit and arts organizations.

While working on her bachelor’s degree at Lawrence University, Miriam spent the greater portion of a year managing what has become one of London’s most prestigious fringe theaters. 

Miriam returned to London where she earned her master’s degree in Management and Cultural Policy from Birkbeck College, University of London, while continuing her work as theatre producer, director, production designer, set designer, and website designer. One of her favorite and most challenging experiences was as associate producer for the West End premiere of Neil LaBute’s bash.

Miriam was the architect behind BeLive, a program providing unique and interesting live virtual travel, arts & education opportunities to seniors and those with disabilities who otherwise may not have access to such valuable experiences.

Miriam Ackerman 

Chief Strategy Officer at DNT BLNK and Co-Founder of NetGiver

Episode 108: Addressing fear around lending + why experience matters more than ever

Miriam Ackerman, Chief Strategy Officer at DNT BLNK and Co-Founder of NetGiver (NACUSO’s 2020 Big Idea Award-Winner) graciously offers her expertise—this week on CRMNEXT’s Banking on Experience podcast. 


Trust. It’s the foundation of—well—pretty much everything when it comes to relationships, including those between an FI and its members or customers.&nbsp;&nbsp; We were thrilled to sit down and learn from one of the world’s greatest experts on creating high trust in a high-tech world. Todd Duncan is a Best-Selling Author, a Sales Entrepreneur with 5 million clients world-wide, and our honored guest this week on CRMNEXT’s Banking on Experience podcast.&nbsp; If you’ve never had the opportunity to learn from Duncan—we implore you—get ready to take notes and brace yourself for some mind-blowing insight.&nbsp; Topics we cover include:<ul><li>Biggest mistakes when it comes to tech &amp; trust</li><li>Todd’s take on the ‘talk less/sell more’ mindset</li><li>The power of emotional connection: how FIs can create true “wow” moments</li><li>4 things about FIs and marketing that everybody needs to hear</li><li>Bridging marketing and high-touch emotional connection</li><li>Net Promoter Score and the Customer Journey</li><li>The role of convenience</li><li>Changing the world (yes, really)&nbsp;</li><li>And more&nbsp;</li></ul> Stay in touch with Banking on Experience by listening on <a href="https://podcasts.apple.com/us/podcast/banking-on-experience/id1505808264" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/0SsuALIiOHsDCQSLYcH0nb" rel="noopener noreferrer" target="_blank">Spotify</a>, or our <a href="https://go.crmnext.com/content-library/" rel="noopener noreferrer" target="_blank">website</a>.Listening on a desktop &amp; can’t see the links? Just search for Banking on Experience in your favorite podcast player.

The world’s #1 authority on Sales, equipping people with strategies around growth, relationships, performance, business and life transformation!

I built an incredibly successful real estate and mortgage business before committing my life to helping others do the same. As an author of 17 books, and no stranger to the New York Times best-seller list, I help people fall in love with their business and life by teaching how to succeed through building the right relationships built on the most important factor - TRUST. 

Author of:
- High Trust Selling
- Time Traps: Proven Strategies for Swamped Salespeople
- 5 Stars: Building High Ratings and High Trust in the Digital Age
- 10 Golden Rules of Customer Service 
- The $6,000 Egg
- Killing the Sales: 10 Fatal Mistakes Salespeople Make and How to Avoid Them
- Wealth Strategies: Steps to Achieving Physical, Financial and Spiritual Abundance
- Life By Design Building the Future of Your Dreams
- Life on the Wire: Avoid Burnout and Succeed in Work and Life
- The Power to Be Your Best!

Follow me on all social channels at: @ToddDuncanOfficial

Learn more and download Free resources at www.toddduncan.com

Todd Duncan

Best-Selling Author, Sales Entrepreneur 

Episode 107: Creating high trust in a high-tech world

Todd Duncan is a Best-Selling Author, a Sales Entrepreneur with 5 million clients world-wide, and our honored guest this week on CRMNEXT’s Banking on Experience podcast. 


About CRMNEXT

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Come hear from the voices of people working at financial institutions all over the world – the voices doing the work, driving change, creating a movement, and building the financial industry into a more positive and innovative place. No topic is untouchable as we discuss everything from DEI and leadership to culture, lending, and so much more. Sponsored by CRMNEXT, a CRM platform built for Banks and Credit Unions where they value the opportunity to Simplify Work, Drive Growth, and Deliver on Experience.

Episode 110: An under-the-hood look at student loans and how to help

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Joshua Barclay

Jonathan Taylor

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Bobby Matson

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