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The CUInsight Network

The CUInsight Network podcast: Digital progression – MeridianLink

Featuring Wes Zauner, VP of Product at MeridianLink

Wes Zauner

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Wes Zauner, VP of Product at MeridianLink. Wes shares his career journey that led him to his current role. Together, we discuss the evolving landscape of credit unions and the pressing need for digital progression. With solutions to grow deposits, enhance lending, streamline collections, and deliver data-driven personalized experiences, the MeridianLink team is helping credit unions operationalize digital transformation.

During our conversation, Wes and I discuss how credit unions can modernize their systems and embrace solutions that truly enhance the member experience. He believes digital transformation should be viewed as an ongoing journey and shares why MeridianLink views it as digital progression. Wes explains the concept of a digital blueprint, focusing on five key areas: process automation, member experience, share of wallet growth, data centricity, and instant decisioning. MeridianLink supports credit unions in identifying their goals and creating a digital blueprint for ongoing digital progression and growth.

As we wrap up the episode, Wes shares a leader who made a great impact in his life, a city he enjoys traveling to that is full of history, and how routines allow him to balance work life and his personal life. Enjoy my conversation with Wes Zauner

How to find Wes

What an amazing interview with Wes! Check out all the exceptional work their team is doing over at MeridianLink here.
Place mentioned: California
Shout-out: Google
Shout-out: Wes’ prior boss
Place mentioned: Philadelphia
Book mentioned: The Bible

[00:52] – Wes shares his career journey that led him to his current role.
[03:06] – MeridianLink, founded in 1998, helps over 2,000 credit unions grow deposits, enhance lending, streamline collections, and deliver data-driven personalized experiences to improve efficiencies and reduce risk.
[06:42] – Wes explains what digital progression is and why credit unions should be focused on it.
[11:50] – A digital blueprint guides credit unions through incremental digital progression with tailored, evolving plans.
[14:19] – MeridianLink is focused on helping credit unions modernize technology for seamless member onboarding.
[16:57] – Wes feels that a good leader rallies people behind a common cause.
[18:42] – Learn why Wes loves Philadelphia.
[19:39] – Establishing impactful routines helps Wes transition effectively between his professional and personal life.
[20:56] – Wes encourages everyone to adopt a continuous growth mindset for personal and professional development.