Client Voices: Same Mission, New Tools

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.

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