The CUInsight Network podcast: Innovative financial learning – Zogo

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of 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 Chuck Long, General Manager at Zogo. Chuck shares his career journey that led him to his current role. Zogo is transforming financial education with its innovative product suite, designed to empower communities and strengthen credit unions. Listen as Chuck and I explore the intersection of technology, education, and financial wellness in the credit union industry. 

During our conversation, Chuck explains how Zogo’s gamified content and personalized learning pathways help members understand important financial concepts, making education accessible and engaging. He emphasizes the importance of digital innovation when it comes to retaining members and shares how credit unions are uniquely positioned to offer personalized service and community support. As we look to the future, Zogo continues to enhance its products to meet the needs of credit unions and their members, improving financial health and creating a lasting impact.

As we wrap up the episode, Chuck shouts out the amazing leaders at Zogo, where he enjoys traveling for work, and shares a book recommendation. Enjoy my conversation with Chuck Long!

Connect with Chuck:
Chuck Long, General Manager at Zogo
chuck.long@zogofinance.com
zogo.com
Chuck: LinkedIn
Zogo: LinkedIn | Instagram | Facebook

Show notes from this episode:
What an amazing interview with Chuck! Check out all the exceptional work their team is doing over at Zogo here.
Shout-out: Bolun Li
Shout-out: Visions Federal Credit Union
Shout-out: Medium
Shout-out: Morning Brew
Shout-out: The New York Times
Shout-out: The Wall Street Journal
Shout-out: Garmin
Place mentioned: New York City
Place mentioned: Austin, Texas
Book mentioned: Influence: The Psychology of Persuasion by Robert B. Cialdini

In this episode:
[01:00] – We learn how Chuck transitioned from being a pre-med student to becoming GM at Zogo.
[04:13] – Chuck explains that Zogo provides tools for financial wellness, integrating with credit unions and offering educational resources.
[05:54] – Zogo helps credit unions compete with fintechs by offering fun, scalable, consumer-focused tech solutions.
[07:22] – Hear how Zogo enhances financial literacy with accessible, gamified, and personalized content, boosting user engagement.
[10:18] – Zogo also uses pre and post-assessments to showcase knowledge growth, boosting consumer confidence and platform usage.
[11:38] – Chuck describes how Zogo brings fintech innovations to credit unions, facilitating educational experiences like learning about crypto.
[14:22] – Zogo partners with credit unions to focus on scalability and specific challenges.
[17:26] – Zogo aims to deliver personalized, relevant content, inspired by curated news sources and life stages.
[20:50] – Numerous mentors at Zogo, including but not limited to Bolun Li, have shaped Chuck’s growth.
[23:39] – Chuck feels that travel’s true value lies in experiences and connections and that New York City never disappoints.
[24:22] – Chuck shares a book recommendation.
[27:26] – Chuck shares that loving his work at Zogo means enjoying constant learning and a dedicated team environment.
[29:20] – Chuck thrives on growth and collaboration and invites inquiries and connections through the Zogo website or via email.