Financial Minds: Meet the Experts

Risk to Results: TCT Risk Solutions

35 min · 1. juli 2026
episode Risk to Results: TCT Risk Solutions cover

Beskrivelse

Staying competitive while managing risk is a balancing act, but with our newest partnership and suite of solutions, we can bring stability to the uncertainty. In this episode of Financial Minds: Meet the Experts, Jaime meets with Randy Thompson, president/CEO of TCT Risk Solutions; Tim Sustak, SVP/chief treasury officer for Vizo Financial; and Josh Faith, the Corporate’s lending services and treasury director, to discuss the power behind our partnership and how you can improve your credit union’s financial position while minimizing risk. Join the conversation as they discuss: * The origins and goals of the partnership * An overview of the TCT suite of solutions * The biggest operational challenges credit unions face and how TCT Risk Solutions combats them * And more! Listen now to learn more about the TCT suite of services and how it can move your institution from reactive risk mitigation to proactive, data-driven results! Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] Linkedin: https://www.linkedin.com/company/vizo-financial/ [https://www.linkedin.com/company/vizo-financial/]

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Alle episoder

67 Episoder

episode Risk to Results: TCT Risk Solutions cover

Risk to Results: TCT Risk Solutions

Staying competitive while managing risk is a balancing act, but with our newest partnership and suite of solutions, we can bring stability to the uncertainty. In this episode of Financial Minds: Meet the Experts, Jaime meets with Randy Thompson, president/CEO of TCT Risk Solutions; Tim Sustak, SVP/chief treasury officer for Vizo Financial; and Josh Faith, the Corporate’s lending services and treasury director, to discuss the power behind our partnership and how you can improve your credit union’s financial position while minimizing risk. Join the conversation as they discuss: * The origins and goals of the partnership * An overview of the TCT suite of solutions * The biggest operational challenges credit unions face and how TCT Risk Solutions combats them * And more! Listen now to learn more about the TCT suite of services and how it can move your institution from reactive risk mitigation to proactive, data-driven results! Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] Linkedin: https://www.linkedin.com/company/vizo-financial/ [https://www.linkedin.com/company/vizo-financial/]

1. juli 202635 min
episode Uncovering Intelligence: Vertice AI cover

Uncovering Intelligence: Vertice AI

The way credit unions can leverage data is constantly evolving, and Vertice AI is a prime example. In this episode of Financial Minds: Meet the Experts, Jaime meets with Mitch Rutledge of Vertice AI and Michal Parker of MTC FCU to discuss this powerful AI-driven solution and how it can uncover opportunities to better engage new and existing members. Listen in to hear about how MTC FCU is currently using Vertice AI to improve member relationships, as well as operations, and what credit unions should know as they begin exploring the use of AI solutions for their own organizations. Join the conversation as they discuss: * An overview of Vertice AI and it’s capabilities * What led MTC FCU to choose the Vertice AI solution * The concerns of implementing AI and how Vertice AI addresses them * And more! Tune in to learn about the Vertice AI solution and hear one credit union’s first-hand experience with this innovative member growth technology! Connect with Us: Website: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

24. juni 202627 min
episode CUltivate AI with Phillip Autrey cover

CUltivate AI with Phillip Autrey

Artificial intelligence is a rapidly transforming industries across the globe, and credit unions are no exception. In this episode of Financial Minds: Meet the Experts, Jaime sits down with Phillip Autrey from CUltivate AI to discuss their AI platform specifically designed for the credit union industry. Tune in to learn how CUltivate AI was developed to address the unique challenges credit unions face and help organizations improve efficiency, enhance member service and support smarter decision-making. Join the conversation as they discuss: * The mission of CUltivate AI * What challenges or opportunities inspired CUltivate AI * Examples of how CUltivate AI can improve operational efficiency * And more! Whether you’re exploring AI for the first time or looking for ways to leverage innovative technology, listen in to gain valuable insight into how credit unions can prepare for the future. Connect with Us: Website: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

17. juni 202622 min
episode Economic Update with Scott Wood and Tim Sustak cover

Economic Update with Scott Wood and Tim Sustak

With the June FOMC meeting taking place next week, we’re bringing you a new economic update on this episode of Financial Minds: Meet the Experts podcast. Joining Jaime are our economic experts, Scott Wood, SVP/chief investment officer, and Tim Sustak, SVP/chief treasury officer. Listen in as they share their thoughts on how the upcoming meeting could affect credit unions. Together, they’ll explore: · The key economic indicators to watch most closely · What the Fed’s biggest challenges are right now · The potential impact a new FOMC chair could have on monetary policy · Economic trends that credit unions leaders should have on their radar · And more! Tune in to hear Scott and Tim on this week’s economic update! Then, be sure you don’t miss Tim’s post-Fed meeting analysis in our FOMC Update next week. Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

10. juni 202628 min
episode Meet the Team: Executives cover

Meet the Team: Executives

We’ve officially reached the final episode of our Meet the Team series here on Financial Minds: Meet the Experts! To close out the series, we sat down with the team that helps guide the overall vision and strategy for the corporate, Vizo Financial’s executive leadership team. Listen in as Jaime talks with Fred Eisel, president/CEO; Lori Gall, EVP/chief operating officer; and Jeff Stoner, EVP/chief strategy officer, to discuss their responsibility in ensuring Vizo Financial continues growing, innovating and serving members at the highest level. Together, they share: · What accelerating credit union success looks like in practice · The biggest challenges credit unions are facing today · Balancing innovation and stability in a highly-regulated industry · How they expect the needs of credit unions to evolve in the coming years · And more! Thank you for listening to our Meet the Team series each week as we dove into the work and responsibilities of the teams here at Vizo Financial that support credit union growth and success. Connect with us: Vizo Financial: www.vfccu.org [http://www.vfccu.org] LinkedIn: www.linkedin.com/company/vizo-financial [http://www.linkedin.com/company/vizo-financial]

3. juni 202639 min