Ep. 10: Adam Roberts | Into The Age Of Assisted Service

Ep. 11: Chelsea Treboniak | Getting Rid of Fear in 2024

Invo President and COO Jake Martin sat down with Chelsea Treboniak for a very special one-on-one interview to kick off the 2024 podcast slate. A West Point graduate, Treboniak founded Critical Ops in 2012, a company rooted in three pillars: people, process, and technology. In this podcast, Jake and Chelsea discuss what banks and credit unions can expect in 2024 and how they can combat the challenges they are facing.

Ep. 10: Adam Roberts | Into The Age Of Assisted Service

Join Invo President and COO Jake Martin to explore the transformation of TrailWest Bank's digital presence. Jake was joined by TrailWest Digital Product Manager Adam Roberts, discussing everything from ITM deployment strategies to greeting customers in the branch with actual longhorns (yes, that kind of longhorn). Learn about TrailWest's marketing strategies, the essential role of assisted service, and what led to their decision to partner with Invo in the final Insider podcast of 2023.

Ep. 9: Dan Leeman | Meeting Members Where They Are

In this month's episode of the Invo Insider Podcast, Jake sits down with Dan Leeman, AVP of Service Center at Five County Credit Union⁠, for a one-on-one interview. They discuss Five County's unique in-branch strategy, helping to serve the underserved and revitalizing abandoned markets. They also talk about treating the web as a mobile branch, the evolution of Five County, and Dan's history as a disk jockey.Register for next month's Insider at ⁠invosolutions.com/insider⁠ for a chance to win a free Yeti cooler! _______________________________________________________ 0:00 | Welcome to the Invo Insider Podcast 2:47 | Dan Leeman's journey in finance 4:55 | Jake and Dan recap ICUCCC23 8:20 | Five County Credit Union's history and vision 12:29 | How does Five County stay relevant and service its unique membership bases? 17:36 | What do Five County branches look like? 22:06 | How did the idea of microbranches come to pass? 25:54 | What does a Walmart branch look like? 30:47 | How did Five County find its way to video technology?34:40 | Video banking button testimony 37:05 | Five County's ITM strategy 40:40 | Five County's online strategies 43:38 | Staff operational strategies 50:05 | One more question about ITMs 52:23 | How did you launch video banking and how did you prepare staff? 1:01:28 | What's next for Five County? 1:04:50 | Dan's history as a disk jockey, along with Dan and Jake's thoughts on what classifies as classic rock music 1:07:05 | Closing thoughts

Ep. 8: Kim Capps | Customer-Centric Strategies In An Evolved Banking Landscape

In this month's episode of the Invo Insider Podcast, Jake sits down with Kim Capps, Chief Operations Officer at Southern Bank⁠, for a one-on-one interview. They discuss the impact of fintech on banking, having a more customer-centric approach, and adapting to ever changing customer behaviors. Register for next month's Insider at ⁠invosolutions.com/insider⁠ for a chance to win a free Yeti cooler!

Ep. 7: Jeremy Stauffacher | Finding a way to "yes" for our customers and members

In this month's episode of the Invo Insider Podcast, Jake is joined by a Jeremy Stauffacher, the Chief Consumer Officer at Heartland Credit Union. They take an in-depth look at staffing challenges, Santa Claus, and how to make your financial institution the permanent financial partner for your customers.