Invo Insider Podcast

Invo President and COO Jake Martin sat down with Chelsea Treboniak for a very special one-on-one interview to kick off the 2024 podcast slate. A West Point graduate, Treboniak founded Critical Ops in 2012, a company rooted in three pillars: people, process, and technology. In this podcast, Jake and Chelsea discuss what banks and credit unions can expect in 2024 and how they can combat the challenges they are facing.

Join Invo President and COO Jake Martin to explore the transformation of TrailWest Bank's digital presence. Jake was joined by TrailWest Digital Product Manager Adam Roberts, discussing everything from ITM deployment strategies to greeting customers in the branch with actual longhorns (yes, that kind of longhorn). Learn about TrailWest's marketing strategies, the essential role of assisted service, and what led to their decision to partner with Invo in the final Insider podcast of 2023.

In this month's episode of the Invo Insider Podcast, Jake sits down with Dan Leeman, AVP of Service Center at Five County Credit Union⁠, for a one-on-one interview. They discuss Five County's unique in-branch strategy, helping to serve the underserved and revitalizing abandoned markets. They also talk about treating the web as a mobile branch, the evolution of Five County, and Dan's history as a disk jockey.Register for next month's Insider at ⁠invosolutions.com/insider⁠ for a chance to win a free Yeti cooler! _______________________________________________________ 0:00 | Welcome to the Invo Insider Podcast 2:47 | Dan Leeman's journey in finance 4:55 | Jake and Dan recap ICUCCC23 8:20 | Five County Credit Union's history and vision 12:29 | How does Five County stay relevant and service its unique membership bases? 17:36 | What do Five County branches look like? 22:06 | How did the idea of microbranches come to pass? 25:54 | What does a Walmart branch look like? 30:47 | How did Five County find its way to video technology?34:40 | Video banking button testimony 37:05 | Five County's ITM strategy 40:40 | Five County's online strategies 43:38 | Staff operational strategies 50:05 | One more question about ITMs 52:23 | How did you launch video banking and how did you prepare staff? 1:01:28 | What's next for Five County? 1:04:50 | Dan's history as a disk jockey, along with Dan and Jake's thoughts on what classifies as classic rock music 1:07:05 | Closing thoughts

In this month's episode of the Invo Insider Podcast, Jake sits down with Kim Capps, Chief Operations Officer at Southern Bank⁠, for a one-on-one interview. They discuss the impact of fintech on banking, having a more customer-centric approach, and adapting to ever changing customer behaviors. Register for next month's Insider at ⁠invosolutions.com/insider⁠ for a chance to win a free Yeti cooler!

In this month's episode of the Invo Insider Podcast, Jake is joined by a Jeremy Stauffacher, the Chief Consumer Officer at Heartland Credit Union. They take an in-depth look at staffing challenges, Santa Claus, and how to make your financial institution the permanent financial partner for your customers.

In this month's episode of the Invo Insider Podcast, Jake is joined by a very special guest Andrew Buchanan, the Director of Product at Invo. They take an in-depth look at the Agile methodology, as well as discuss Andrew's theme song and a WWE belt he recently won. They also look at what is next for Invo.

In this month's episode of the Invo Insider Podcast, Ryan and Jake discuss the mountains, the lowly Kansas City Royals, and the upcoming ⁠Invo Summit⁠, as well as Jake's recent trip to Montana. They also sat down with Danielle Nelson, the Operations Manager at Bank of Farmington⁠, for a one-on-one interview. Register for next month's Insider at ⁠invosolutions.com/insider⁠ for a chance to win a free Yeti cooler!

In this month's episode of the Invo Insider Podcast, Ryan and Jake discuss cowboy boots and the upcoming Invo Summit, as well as Invo's recent trip to Impact 2023, the Cornerstone League's annual meeting and council forum. Jake also sat down with Brooke Collins, the AVP of Virtual Services at Mobiloil Credit Union, for a one-on-one interview. Register for next month's Insider at invosolutions.com/insider for a chance to win a free Yeti cooler! You can also watch Invo Insider Episode V online today.

In this month's episode of the Invo Insider Podcast, Ryan and Jake discuss the first Formula 1 race of the season, mom jeans (yes, you read that correctly), and Jake's recent trip to Washington D.C. We were also joined by Derek Rudolph of Great River Federal Credit Union to discuss how Great River is using tech to rethink the member experience. 

On the 2nd episode of the Invo Insider Podcast, hosts Jake Martin and Ryan Heffernon talk about dealing with adversity and the excitement behind the AFC Championship Game.  Jake also sits down with Bryan Gentle, the Chief Information Officer at Infuse Credit Union in Missouri, to discuss how Gentle's servant's heart has led him to work for Infuzes members.