The CUInsight Network podcast: Data unification – CRMNEXT (#73)

Featuring Joshua Barclay, Growth Marketing Manager at CRMNEXT

Thank you for tuning in to episode 73 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Joshua Barclay, Growth Marketing Manager at CRMNEXT. Joshua shares his career journey that led him to his current role. CRMNEXT is a cloud or on-premise CRM solution provider specifically built for credit unions. Their focus is to support credit unions with actionable data to simplify work, drive growth, and deliver on experience. 

During our conversation, Joshua and I chat about the importance of data and technology in this changing financial landscape. Joshua talks about the New World Banking Order and what this means for the future. Listen as Joshua talks about how credit unions can move towards data unification.

As we wrap up the episode, Joshua talks about the leadership legacy of one of his family members, his enjoyment of fine dining experiences, and the city he enjoys traveling to most. Enjoy my conversation with Joshua Barclay!

Connect with Joshua:
Joshua Barclay, Growth Marketing Manager at CRMNEXT
Joshua: LinkedIn
CRMNEXT: LinkedIn | Twitter | Facebook | Instagram | Youtube 

Show notes from this episode:
What an amazing interview with Joshua! Check out all the exceptional work his team is doing over at CRMNEXT here.
Want to hear more from Joshua? Click here.
Place mentioned: Connecticut
Shout-out: Chicago Bulls
Shout-out: Chuck E. Cheese 
Shout-out: Foxwoods Resort Casino
Shout-out: Joshua’s mom
Place mentioned: New York City 
Shout-out: Lifetime
Shout-out: American Film Market
Place mentioned: Santa Monica, CA 
Shout-out: Goldman Sachs 
Shout-out: Salesforce
Artist mentioned: Jimmy Buffett
Podcast mentioned: Banking on Experience 
Shout-out: Jonathan Taylor 
Shout-out: George Clooney
Movie mentioned: The Perfect Storm
Shout-out: Elon Musk
Shout-out: Jared Bryner 
Shout-out: Carol Clagett
Shout-out: Uncle Ron 
Place mentioned: Los Angeles
Book mentioned: Tuesdays with Morrie by Mitch Albom

In this episode:
[00:35] – Joshua Barclay says he dreamt of playing with the Chicago Bulls.
[01:20] – What did Joshua’s mom say that sparked his new ambition?
[03:21] – Joshua moved his content creation skills into marketing.
[05:24] – Visibility across departments.
[07:58] – Joshua describes the speed of an offer when every department has insight on member data.
[10:33] – Joshua talks about the New World Banking Order. PART 1
[13:23] – Joshua talks about the New World Banking Order. PART 2
[16:22] – Where can credit unions find opportunities to help members?
[19:02] – Guiding people from their first step.
[20:53] – Guiding efficiency without rushing.
[23:39] – Joshua talks about how his Uncle Ron influenced his view of leadership.
[26:35] – Joshua brings up a book that opens conversations about mortality.
[29:29] – Get started on data unification.

Lauren Culp

Lauren Culp

Lauren Culp is the President & CEO at She leads the growing team at CUInsight, works with organizations serving credit unions to maximize their brand and exposure, connects with ... Web: Details