Improving people’s financial well-being takes creativity, commitment and a culture of service. These are the stories of credit unions and how they are putting people’s financial well-being at the center of their strategy. Shared with you, our credit union family, to inspire you and give you the tools to navigate to the next stop on your own financial well-being journey.
In the eighth episode of our Foundation Field Notes video series, Foundation Executive Director Gigi Hyland meets with Jeff Chen, VP of Product Management at Alkami Technology, to discuss how financial wellness can be embedded into digital banking and how they can help both members and credit unions in the long run. Gigi and Jeff also talk about how digital tools and AI can help to modernize the member experience and help with overall financial well-being, especially during difficult times when the digital experience is crucial.
Foundation Field Notes Episode 8: Alkami Technology & Embedding Financial Wellness into Digital Banking
Here are the three main takeaways from the interview:
- Digital tools can allow credit unions to modernize the credit union/member experience and help with member financial well-being.
- Don’t be afraid to be a disruptor to meet your members where they are. It can help your members and credit union in the long run.
- Check user data and utilize AI to make recommendations for your users and help to guide their financial well-being journey.