For those working at third-party organizations serving credit unions, there may be no better secret to success than having prior experience working inside the walls of one. One professional who knows this fact well is Lisa Daniels, who began her credit union industry career working in operations and risk management at TwinStar Credit Union (now the $4.2 billion, Lacey, Wash.-based Peak Credit Union) before transitioning to roles at Alkami Technology and Lumin Digital.
In this episode of Shared Accounts of CU Times, Daniels, who is currently the COO for digital banking platform provider Lumin Digital, shares some of the knowledge she's gained over the years of what members want out of a digital banking experience and how credit unions can give it to them. She digs into how credit unions can keep the digital experience consistent during a merger, use digital banking as a competitive advantage, prioritize technology investments when budgets are limited, effectively evaluate a new digital banking platform and more.
This episode also features several mentions of regrettable movie choices. So sit down, take a listen, and get ready to not only make additions to your digital banking to-do list but potentially make subtractions from your watch list!
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