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The CUInsight Trendline

The CUInsight Trendline: May 15, 2025

Credit union insights in 15 minutes or less

CUInsight Trendline Podcast featuring Nick Evans President & CEO Curql

 

This episode will track the trend on the following:

  • Greg Michlig reflects on key insights from the EDGE Tech 25 conference, emphasizing the importance of intentional innovation.

  • John Pettit shares his Top 3 trending articles, highlighting member engagement, embracing uncertainty, and reinforcing the unique value of credit unions.

  • InvestiFi’s white paper encourages credit unions to bring investment services in-house to deepen member relationships and fuel growth.

  • Linda LaFortune introduces CUInsight’s Mastery Course: From Chaos to Clarity, a 4-week expert-led series on strategy, execution, and change management.

  • Nick Evans from Curql discusses trends in Fintech and Agentic AI, warning that credit unions must prepare for the impact of upcoming crypto regulations.

  • Patrick Conway makes a strong case for why credit unions aren’t banks, and why their tax-exempt status is a community benefit, not a corporate loophole.

How to find Nick

Nick Evans

Nick Evans

Curql Collective

President and CEO of Curql Collective, cultivating opportunities to help fintech and credit unions collaborate on breakthrough technologies that minimize threats and successfully improve, disrupt, and position the industry with a best-in-class member experience.

0:03 – Intro: Greg Michlig introduces the CUInsight Trendline Podcast – biweekly insights under 15 minutes.
0:38 – EDGE Tech 25 Takeaway: Greg reflects on intentional innovation from his recent article.
1:08 – Top 3 Trending Articles with John Pettit:

  • #3 (1:17): “Creating Value in Every Member Interaction” by Nick Brown – building trust through genuine connections.

  • #2 (2:05): “Uncertain Times Bring Opportunity” by Paul Genteel – embracing bold moves in uncertainty.

  • *#1 later in the episode.

2:41 – Sponsored Segment: InvestiFi white paper on bringing investment services in-house for deeper member engagement and growth.

4:03 – Event Promo: Linda LaFortune introduces CUInsight’s upcoming course:
“From Chaos to Clarity: Mastering Strategy, Execution, and Change” – starts June 5.

5:30 – Sponsor Shout-outs: MeridianLink and DCUC.

6:39 – Fintech Focus with Nick Evans (CURQL):

  • Agentic AI trend (7:03): Dominated Finovate Spring presentations.

  • Caution: AI isn’t a full replacement for human involvement; privacy concerns make small models more viable.

  • Crypto Legislation (9:27): Credit unions may not be ready for an impending shift; risk of deposit flight is real.

11:37 – #1 Trending Article: “What You Get Wrong About Credit Unions” by Patrick Conway – defending the CU tax-exempt model as a public good.

13:48 – Closing: Greg encourages listeners to explore the new “Collaborators” section on CUInsight.com for deeper insights.

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