In this episode of Client Voices, three credit union leaders — Jason Osterhage (Everwise CU), Mike Wilson (Members 1st FCU), and Steve Collins (Fort Financial FCU) — join Allied’s Bill Sarsfield to discuss how they’re navigating digital transformation while staying rooted in their mission. From AI adoption to strategic partnerships and mobile-first implementation, hear how these leaders are turning technology into real member impact.
Key Takeaways:
- Digital-first is the new default. If a service can happen in a branch, it should happen in the app first.
- AI adoption must be cautious and intentional. Security and member trust remain the top priorities.
- Data is a differentiator. Combining internal and external insights enables smarter, more personalized decisions.
- Strategic fit matters more than speed. Being the first isn’t as important as being the most aligned with your mission.
- Partnerships add real value. From product referrals to peer connections, strong vendor relationships support innovation.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!