Kian Sarreshteh, Co-founder and CEO of InvestiFi, joins the team at SRM to share how the rising InvestTech came to be and its ability to help Credit Unions curb deposit outflows while improving relationships with current members and attracting new ones. Kian speaks with SRM’s Connor Heaton and provides insights from InvestiFi’s recent market research study on how credit union members currently invest. He also shares a preview of how InvestiFi brings those options into the online banking experience that members know and trust.

In this episode of our SRM Tech Talks series, we dive into the innovative world of CU WealthNext, a credit union service organization (CUSO) that’s paving the way for wealthtech in the credit union industry. We also explore one of CU WealthNext’s exciting portfolio companies, Concreit.

In this SRM Tech Talk, Larry Pruss presents a point-in-time review of the US Economy and factors that could impact the strategic direction financial institutions and fintechs take through the rest of 2024 and leading into 2025. The talk covers recent data on interest rates, consumer income and debt, unemployment, the housing market, concentration risk, liquidity risk, and more.

In this Tech Talk, we welcome Robert Goodyear, founder of aaim and serial innovator, to discuss the subtle art of not giving up your depositors and technology aaim brings to the table. He’s joined by SRM’s Larry Pruss and regular attendees of our Tech Talk series.

SRM’s Connor Heaton delivers insights on crafting AI prompts. The talk focuses on AI as the ultimate disruptor and how you can build prompts like a pro in generative AI tools to achieve the best possible outcomes. To participate live in SRM’s Tech Talks series, contact us at techtalks@srmcorp.com.

The latest Tech Talk from SRM features Managing Director Larry Pruss discussing the emergence of non-traditional competitors in the world of banking. Larry’s presentation focuses on a variety of entities, including Neobanks, Digital Payment Platforms, BNPL, Big Tech, Retail Giants, PFMs, and Insurtech.

Positon AI offers programmatic M&A capabilities, driven by data analytics and AI, making it easier than ever to identify promising acquisition targets, streamline deal execution, and navigate post-acquisition integration. SRM’s Larry Pruss leads the discussion in the latest SRM Tech Talks with Positon AI’s Zaheer Ali, COO and Rabie Zahri, CEO.

SRM’s Larry Pruss and Sarah Milby, Head of Policy at the Blockchain Association, discuss significant legislative news impacting the crypto industry. Discussion included the SEC Staff Accounting Bulletin (SAB 121), Financial Innovation and Technology for the 21st Century Act (FIT21), and proposed stablecoin legislation.

In this edition of Tech Talks, SRM’s Larry Pruss and Bankjoy’s CEO Mike Duncan discuss economics, the current financial institution landscape, and how Bankjoy’s mission to uplift communities by providing tech that enhances financial understanding and fitness addresses the challenges consumers are facing.

Gene Neyer and SRM’s Dean Nolan lead an insightful discussion on faster payments, open banking, payment hubs, and embedded finance in this episode of SRM Tech Talks from April 25, 2024.

In this edition on Tech Talks from SRM, industry experts Larry Pruss, Ken Chapman, and Ben Duggan discuss Blackrock, BIS, and institutional adoption of digital ledger technology, digital assets, and tokenization.

In this Tech Talk from SRM, Larry Pruss discusses the transformative influence of Generative Large Language models on the financial landscape. The discussion covers practical applications in real-world scenarios, the potential biases inherent in these models, data security considerations, and compliance aspects. The session also covers fundamental principles for crafting effective prompts, an overview of the current regulatory environment, and key takeaways for informed action.

SRM’s latest Tech Talk covers Defining & Navigating Wealthtech. The video defines Wealthtech and explores the current landscape. Additionally, we discussed the opportunities and the necessity for solutions within the credit union industry.

Eko enables credit unions and banks to offer a digital investing solution to all members/clients, instead of only serving the top 1% via financial advisors. This SRM Tech Talk features Eko’s Mart Vos discussing the impact of offering a digital investment product to customers and members. Particularly, it covers how a digital investment solution impacts stickiness, increases non-interest revenue, attracts younger customers and members, and aids in increasing deposits.

Arcady Lapiro, CEO of Agora Financial Technologies, joins SRM’s Larry Pruss and other Tech Talks guests for an insightful conversation on how financial institutions can leverage a modular banking strategy to stay competitive and how embedded fintech scenarios will shape the future of banking.

In this Tech Talk from SRM (Strategic Resource Management), Larry Pruss provides the audience with some important industry updates and news, followed by a presentation on digital/tokenized assets and what the future holds for unified ledgers.

The team at SRM continues our Tech Talks series with special guest Cheryl Gruz, Real Time Payments Manager at The Clearing House, and our own Dean Nolan, Managing Director of Commercial Payments, for a intriguing conversation on the future of real-time payments. Cheryl and Dean discuss the RTP Network and how instant bank transfers are impacting businesses and consumers.

SRM’s Director of Market Intellgence Paul Davis is joined by a team of trend tracking consultants and analysts to discuss some thoughts on the year in financial services technology that was 2023 and what to expect in the year ahead. Featured are SRM’s Larry Pruss, Caleb Howe, Dillon Gannon, and William Pickering.

For the last Tech Talk of 2023, SRM’s Larry Pruss was joined by guest speakers Chase Larson, CLO, at St Cloud Financial CU, and Jon Ungerland of DaLand CUSO. Our guests provided an introduction to the market of “digital vaulting” and discuss St. Cloud Financial Credit Union’s current approach. The main premise of digital vaulting is that financial institutions can increase their relevance and ROI by using their modern core to store digital asset data, building a bridge between “TradFi” to “DeFi” in a responsible, compliant, and technologically differentiated manner.

In this edition of SRM’s Tech Talks, Larry Pruss and various guests discuss their main observations and takeways from the 2023 edition of fintech’s biggest show, Money 20/20.

In this Tech Talk, SRM’s Paul Davis joins Joltz Rewards co-founders Ian Major and Stephen Dodge as they walk the audience through their new venture that extends Bitcoin to customer loyalty and rewards programs. The duo highlights foundational consumer pain points that aren’t being addressed in existing loyalty platforms and personalization engines, as well as the demographic groups most interested in crypto rewards programs. And they provide a brief look under the hood of the Joltz Rewards platform and its powerful tools for integrating digital assets into existing rewards structures.

SRM’s resident AI expert Connor Heaton is joined by Manish Sharma, the visionary and founder of Rezolve.ai to discuss how the GenAI tool empowers knowledge workers and supports IT, HR, and employee management.

In this insightful SRM Tech Talk, Sean Hsieh, the visionary CEO & Founder of Concreit, and industry expert Paul Fiore join Larry Pruss. Discover how Sean’s innovative fractional real estate platform has opened doors for thousands of investors to access high-yield investments, previously restricted to a privileged few. Delve into the intricacies of real estate investing and understand Concreit’s pioneering approach and its commitment to broadening investment opportunities.

SRM’s Larry Pruss breaks down the latest on how economic officials are pushing for greater global coordination of crypto regulations across G20 nations.

Mattia Crespi of Qbit Technologies joins SRM’s Larry Pruss and the Tech Talks group to discuss metaverse and its many worlds, AI, the concept of platform nations, blockchain, and much more in this intriguing conversation recorded on 9/14/23 during our webinar series.

Erik Van Bramer of the Federal Reserve joins SRM’s Dean Nolan to discuss the new FedNow Instant Payments Service and how it will impact all parties involved.

In this Tech Talk, SRM’s Larry Pruss provides a recap of the latest guidance from the Bank of International Settlements, focused on the future of money, tokenization, and blockchain possibilities.

SRM’s Patti Wubbels and Jeff Ostheimer lead this Tech Talks conversation, with the goal being to deconstruct the traditional core banking and digital banking models of the past and discuss the next evolution of core transformation. They also touch on the time and money that can be saved by embracing fintech and open banking options.

Larry Pruss leads this informative SRM Tech Talks episode, with the focus on the latest news related to cryptocurrency exchanges Binance and Coinbase. Get the latest info and outlooks. For more information on our series, email techtalks@srmcorp.com. Thanks for watching!

Simpello’s CEO Ben Robertson joins Larry Pruss and the SRM Tech Talks group to discuss reusable identity benefits and how Simpello’s technology reduces the exposure of banks and credit unions from managing PII data. Watch the video for a fascinating explainer of how customers will continue to be the approvers of their own data for various everyday tasks and needs.

In this Tech Talks from SRM, Robert Morgan, CEO of the USDF Consortium, joins Larry Pruss to discuss the role of blockchain and tokenized deposits in the future of financial services. Robert recently testified in front of the House Financial Services Committee on this topic, and shares similar insights with the SRM audience in this compelling talk.

In this video, SRM’s Connor Heaton leads an AI-focused conversation worth watching. For more information about our Tech Talks program, email us at techtalks@srmcorp.com