Lunch and Learn Workshops

Lunch and Learn Workshops will take place Monday, 22 July and Tuesday, 23 July from 12:00 pm - 1:15pm. These are complimentary to attendees.

Monday, 22 July • 12:00 pm - 1:15pm

Futureproof Your Credit Union: Transform your Membership

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Tony Dunham, Steve Sauve, Jeff Bisschop

ASAPP Financial Technology Inc. is proud to host this joint presentation by Jeff Bisschop, CEO of Crossroads Credit Union, and Steve Sauve, Chief Product Officer, of ASAPP. Jeff and Steve will share how an Omnichannel Experience Platform can help midsize credit unions futureproof their business by transforming how you originate, onboard, understand and grow your membership.
Attendee Takeaways:
  • Learn about some of the advantages of a single omnichannel experience platform versus separate technology integrations.
  • Hear about the challenges that a credit union faces as it moves through the digital transformation journey (to offer omnichannel experiences).
  • Understand key decision points for selecting a platform that will support your credit union's growth strategy.

This session is sponsored by:

The Role of Digital Loan Origination Systems for Tomorrow’s Credit Union

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Speaker: Kris FrantzenWade Saunders
This interactive session will explore use cases and business benefits around using Digital Loan Origination Systems in improving the loan application experience for members. Automation of the entire onboarding journey can reap benefits in terms of application accuracy, leading to an increase in membership numbers and revenues for both banks and credit unions. With an efficient onboarding solution pre-integrated with an industry leading LOS, a member could apply online, get approval, get their loan documents signed and gain access to their funds, all without the involvement of an employee or an underwriter in the process while following all regulatory requirements.

This session is sponsored by:

Empowering Credit Unions Through Embedded Protection: A Holistic Approach to Your Member Strategy

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Alex Matjanec

In an era of intense competition and evolving member expectations, credit unions must embrace innovative strategies to differentiate themselves and drive long-term success. Embedded protection represents a revolutionary approach to integrating financial security and peace of mind directly into the banking experience.

This session will explore how credit unions can leverage embedded protection in the form of life insurance, cyber and P&C to create a unique value proposition for their members, strengthen loyalty, and drive deposit growth. By seamlessly incorporating these comprehensive protective features, credit unions can offer an unparalleled sense of security and trust to their members and break out of the sea of sameness of their competitors.

The session will also delve into real-world examples and case studies, demonstrating how insurance as an added service value is a key component of a holistic member strategy that promotes financial inclusivity and provides access to vital insurance products for underserved communities. Join Wysh to discover the transformative potential of embedded protection and gain actionable insights for implementing this powerful strategy within your credit union.

Attendee Takeaways:

  • Discover how embedded protection promotes financial inclusivity and aligns with the core values of credit unions by providing access to insurance products for underserved communities.
  • Explore the multiple revenue streams that are possible when adding embedded insurance to current products, in turn driving deposit growth and creating a “sticky savings” element that is resistant to attrition.
  • Understand how embedded protection can help credit unions differentiate their offerings and strengthen loyalty as a holistic approach to member service and retention.
This session is sponsored by:

Tuesday, 23 July • 12:00 pm - 1:15pm

AI Transformation in Credit Unions

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Speaker: Jahnis Gillan
The rise of generative AI (GenAI) in the financial sector has been revolutionary, empowering institutions to streamline operations, enhance decision-making, and offer personalized services to members. Microsoft offers a variety of AI solutions that can be beneficial for Credit Unions. This session will discuss how Microsoft’s AI-driven tools can create a seamless member experience and streamline work processes.

This session is sponsored by:

Pioneering the Atlantic, One Credit Union at a Time

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Speakers: Carrie Forbes & Fernando Zandona.

What happens when you migrate every credit union in the Atlantic Credit Union System to the cloud? This pair is here to find out. Learn from the pioneers bringing innovation and simplicity to the financial experience to the full benefit of its members. 

Attendee Takeaways:
  • Financial institutions stand to gain significantly by embracing the member-centric philosophy that has been a cornerstone of credit unions for decades.
  • In an increasingly tech-centric world, financial institutions must deliberate whether to prioritize technology-first strategies or maintain a focus on a people-first approach in banking.
  • The emergence of open banking, embedded finance, and generative AI necessitates attention and adaptation from key stakeholders within the financial sector.

This session is sponsored by: