The CUInsight Network podcast: Personalized connections – Podium (#16)

Thank you for tuning in to episode 16 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. 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 today is Jamie Cosgrove, VP of Financial Services at Podium. In this episode, we chat about Jamie’s career journey and how his team has helped credit unions navigate through new technology. Jamie shares ways to best attract members using search engine optimization and tips to improve communication. 

We start the show discussing Podium’s goal to help credit unions become more successful by creating better digital financial interactions. Jamie shares that 80% of buying options start with a search engine and improving where a credit union lands in that search can drive potential members to their “digital doorstep.” Although credit unions cannot make every process digital, Jamie believes that using digital communication with members on the channels they most regularly use, like text messaging, will enhance the member experience while fulfilling their immediate needs. 

As we move through the conversation, Jamie shares that credit unions have the biggest advantage right now in the financial services market. He believes that the industry has positioned itself to be nimble amongst the competition. We chat about trends that Jamie and his team have seen and how leaders can utilize what they have to maintain this advantage. Jamie also discusses the transfer of wealth opportunities and the importance of creating personalized experiences for members. 

During our rapid fire questions we learn that Jamie had a passion for politics before joining the credit union movement. We also find out some of his favorite pastimes and where he can be found outside of the office. Tune in to hear what Jamie is listening to and who he thinks of when he hears the word “success.” Enjoy my conversation with Jamie Cosgrove! 

Connect with Jamie:
Jamie Cosgrove, VP of Financial Services at Podium
jamie.cosgrove@podium.com
www.podium.com
Twitter | LinkedIn | Instagram | Facebook

Show notes from this episode:
What an amazing interview with Jamie! Check out all the exceptional work his team is doing over at Podium here.
Want to hear more from Jamie? Click here.
Hear more from Jamie at Mini-Con: GROW by registering here.
Shout-out: Salesforce
Shout-out: Google
Shout-out: Delta Air Lines
Shout-out: Jamie’s daughters & parents
Shout-out: Intuit Mint
Shout-out: Robinhood
Shout-out: Amazon
Shout-out: Theragun
Shout-out: Peloton
Spotify Playlist: Maroon 5
Shout-out: Jamie’s wife
Shout-out: Jeff Bezos
Book mentioned: Leaders Eat Last: Why Some Teams Pull Together and Others Don’t by Simon Sinek