ON with Origence Podcast

Join JB Orecchia, president and CEO of Savvy Money, to learn how to build trust and loyalty through personalization. In this episode, JB delves into the importance of personalization in digital banking and highlights the significance of understanding and analyzing credit scores, setting up action plans, and leveraging data to offer relevant financial advice. JB also discusses the challenges and successes of implementing personalized experiences, the role of AI, and the impact of automated marketing.

Tune in to hear the full discussion and discover how credit unions can enhance member engagement, improve financial wellness, and drive growth through personalization.

Check out additional resources from Origence based on this episode:

· White Paper: A Guide to AI Technology and Credit Union Lending

· Staying competitive: The AI revolution and credit union lending

· Consumer lending solutions to build member connections

Join Billy McDaniel, senior vice president of lending and CLO at Communication Federal Credit Union, as he sits down with Erika Hill, vice president of marketing at Origence, to share his insights on the importance of indirect lending for credit unions and how it has been a key driver of growth for Communication Federal Credit Union.

Billy discusses the structure of Communication Federal Credit Union’s lending department, the significance of indirect lending, and the strategies that have led to their success. During this in-depth chat, he emphasizes the importance of having the right staff, leveraging technology like automated underwriting and AI, maintaining strong relationships with dealerships, and the integration of Origence arc OS for a seamless lending experience.

Tune in to hear the full discussion and learn more about how credit unions can optimize their lending programs for growth and member satisfaction.

Check out additional resources from Origence based on this episode:

· On-demand webinar: Fast-track your indirect lending with document processing automation

· White Paper: Strategies to Unlock Efficiencies in Modern Lending Programs

· Streamlining success: The power of automation

In the final episode of our three-part series celebrating Origence's 30th anniversary, Erika Hill, vice president of marketing, hosts four key figures instrumental to the continued success of Origence: Tony Boutelle, CEO; Bob Child, COO; Phil Dupree, CRO; and Brian Hendricks, CPO. Together, they discuss the company's evolution from a credit union and car dealer connector to a leading technology provider known throughout the financial services industry. Reflecting on the past decade, they highlight significant achievements like launching Origence’s robust, automated loan underwriting and decisioning system and integrating credit union financing into Tesla's purchase process.

Looking ahead, the team emphasizes the importance of continuous reinvention and adaptation, particularly through advancements in technology and artificial intelligence. The name “Origence” itself underscores the company’s commitment, as a CUSO, to provide innovative origination and digital experience solutions to credit unions across the country. Origence’s leaders express excitement about future growth, driven by dynamic strategies, strong client support, and the ongoing development of new channels and AI-driven enhancements.

Tune in to hear the full discussion and learn more.

Check out additional resources from Origence based on this episode:[LW1]

· Origence Kicks Off 30th Anniversary Celebrating $550+ Billion Milestone in Credit Union Loans Funded

· Tesla (TSLA) Partners with Origence to Bring Affordable Credit Union Financing to Electric Vehicle Buyers

· Behind the numbers: A closer look at Origence and CUDL in action

· White Paper: Strategies to Unlock Efficiencies in Modern Lending Programs

Please select one to remove. We only need 3, but I thought these would all work. I defer to whatever ones would be stronger. [LW1]

Part two of this special three-part series explores how the evolution of Origence (formerly CU Direct) became a testament to the power of credit unions collaborating for a common goal. In this second episode, our story progresses with insight from two figures instrumental in bringing credit unions together from coast to coast, solving long-standing challenges, and creating a powerful partnership between credit unions and auto dealers.

Diana Dykstra, CEO of the California and Nevada Credit Union League, and Tony Boutelle, President and CEO of Origence, share their early memories of Origence and discuss how the company’s growth helped credit unions revolutionize lending with the help of advanced technology. From the initial days of pioneering automated lending to securing groundbreaking patents, their journey highlights the importance of cooperation and shared vision in driving industry-wide innovation.

Join our host, Erika Hill, vice president of marketing at Origence, to delve into the significance of these collaborative efforts and the remarkable milestones achieved.

Check out additional resources from Origence based on this episode:

· Celebrate Origence’s 30th anniversary during Lending Tech Live ’24

· Origence kicks off 30th anniversary celebrating $550+ billion milestone in credit union loans funded

· White Paper: Strategies to Unlock Efficiencies in Modern Lending Programs

In this special three-part series, learn how credit unions banded together to create the largest lending credit union service organization (CUSO) in the nation. Discover the story of Origence (formerly CU Direct), as told by its founders and credit union trailblazers. In the first episode of the series, Stan Hollen, former CEO of Co-op Financial Services and Golden One Credit Union, and Tony Boutelle, president and CEO of Origence, discuss the early days of the company and share inspiring stories of what it took to bring an innovative idea to life and form a CUSO.

Tune in to join our host, Erika Hill, vice president of marketing at Origence, to explore the evolution of lending technology and the shared mission of empowering credit unions within the financial services landscape.

Check out additional resources from Origence based on this episode:

· Celebrate Origence’s 30th anniversary during Lending Tech Live ’24

· Origence kicks off 30th anniversary celebrating $550+ billion milestone in credit union loans funded

Tune in to recap the highlights of 2023 with Tony Boutelle, president and CEO of Origence, and Erin Mendez, president and CEO of Patelco Credit Union. Learn more about the implications of the ongoing liquidity challenges and the significant economic changes that may still yield recession. Dive into the practical applications and cautioning factors related to the rise of artificial intelligence (AI). Explore how major mergers brought new benefits to the credit union industry. Finally, take a look at the future of embedded finance in relation to indirect lending and how these new opportunities are reshaping consumer behaviors.

Check out additional resources from Origence based on this episode:

· Webcast Recap: Indirect Lending Challenges and Beyond

· White Paper: A Guide to AI Technology and Credit Union Lending

· FI Connect: New lending channels. More loans.

What is the importance of consumer choice, the value of omni-channel experiences, and the role of lenders in the automotive industry’s evolving landscape? Hear John Brauch, senior director of business at Tekion, share key insights and explain how credit unions can succeed in today’s competitive marketplace by providing consumers with an exceptional retail experience. Learn why now is the perfect time for credit union leaders to reevaluate digital strategies in order to better meet and exceed member expectations throughout the entire automotive shopping experience.

Check out additional resources from Origence based on this episode:

· Origence announces integration with Tekion automotive retail technology

· White Paper: How credit unions can use technology to reduce friction in the lending process

· Origence Indirect Lending

Tune in to hear Brian Hamilton, president of Origence Lending Services, discuss why credit unions must reevaluate their top-of-funnel lending strategy. Discover how embedded financing is reshaping consumer behavior, what cutting-edge technology is driving this ongoing transformation, and why credit unions need to embrace these new opportunities. Discover valuable insights, explore data, and gain practical advice to help your credit union remain competitive in today’s evolving lending landscape.

Check out additional resources from Origence based on this episode:

· Welcome to FI Connect

· Origence Hosts Webcast On Leveraging Lending Opportunities

· White Paper: A Guide to AI Technology and Credit Union Lending

Hear Daryl Jones, senior director of Cornerstone Advisors, discuss why it is essential for credit union lenders to better understand and leverage their point-of-sale processes to stay relevant and competitive in today’s digital-first marketplace. See how the right strategies and partners can help your credit union maximize opportunities at every touchpoint of a well-crafted member experience. Listen to episode seven of ON with Origence to learn more.

Check out additional resources from Origence based on this episode:

· White Paper: AI-driven lending for credit unions: Automate decisioning and expand access to credit with modern lending tools

· Origence Case Study: Knoxville TVA Employees Credit Union

· Origence and Eltropy Partnership Elevates Loan Origination Experience for Consumers

Hear Dean Michaels, chief strategy officer with Co-op Solutions, discuss the importance of building strong, long-lasting partnerships for your credit union to increase process efficiency and enhance the member experience. Explore what qualities credit unions should be looking for within their partners to stay aligned, achieve common goals, and thrive together. Listen to episode six of ON with Origence to learn more.

Check out additional resources from Origence based on this episode:

· Origence Case Study: Community First Credit Union

· How CUSOs Drive Innovation

· White Paper: How credit unions can use technology to reduce friction in the lending process

Hear Mike de Vere, chief executive officer of Zest AI, discuss the prevalence of artificial intelligence (AI) in today’s auto lending market. Mike shares key insights regarding the latest innovative AI models and the various opportunities this cutting-edge technology unlocks for dealers, lenders, and members. Listen to episode five of ON with Origence to learn more.

Check out additional resources from Origence based on this episode:

· Origence and Zest AI introduce Zest Auto, the AI-automated underwriting technology for credit unions

· Discover the LOS features that really matter

· White Paper: How credit unions can use technology to reduce friction in the lending process

Justin Wickett, co-founder and chief executive officer of @Informed.IQ, met with host Frank Diekmann for a special podcast recorded at Lending Tech Live ’23. Justin shared insights on how advanced automation, intuitive machine learning, and cutting-edge artificial intelligence (AI) can help credit unions become more efficient in today’s evolving market. Listen to episode four of ON with Origence to learn more.

Listen in as Mike Schenk, chief economist with CUNA, and Bob Child, chief operating officer with Origence, share insights about interest rate increases, current liquidity challenges, and what credit unions can do to prepare for the looming recession with host Frank Diekmann. Stream episode three of ON with Origence to learn what it takes to survive and thrive despite imminent market changes.

For more insight regarding current market trends, rising interest rates, and more, check out additional resources from Origence:

· Recession Still Possible, But Downturn Will Be Forgettable

· White Paper: How credit unions can use technology to reduce friction in the lending process

· The changing landscape of auto lending and credit union implications

Frank Diekmann, cooperator in chief for CUToday.info, chats with Keith Sultemeier, president and CEO at Kinecta Federal Credit Union, about the challenges and opportunities in today’s indirect lending market. Keith shares the strategy behind Kinecta Federal Credit Union’s switch to Origence indirect lending and how that transition allowed internal teams to improve automated approvals without compromising their underwriting standards. Listen in to episode two of ON with Origence to learn what it takes to achieve indirect lending success.

For more insight regarding indirect lending success, check out additional resources from Origence based on this episode:

· Learn more about Origence Indirect Lending

· Indirect lending for credit unions

· Origence partners with Informed.IQ to automate processing of indirect auto loans for credit unions and dealers

Frank Diekmann, cooperator in chief for CU Today, chats with Erika Hill, vice president of marketing strategy for Origence, about the up-and-coming trends credit union leaders and marketers should be watching closely. As consumers rely increasingly on personalized digital experiences, how are credit unions keeping up with member expectations? Take a deep dive into the technology, data, and trends that are impacting member satisfaction.

Resources:

Lending Trends: An essential guide for credit unions

Delivering on Digital: Three Phases to a Better, Faster Customer Experience

Is Your Credit Union Ready To Reimagine Lending? Your Members Are