Market Optimization - VisiFI (#39)

The CUInsight Network

“Credit unions are relevant, I just think we can do a better job of making sure the market knows that.” - Roger Willey

Thank you for tuning in to episode 39 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. 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 today is Roger Willey, Chief Revenue Officer at VisiFI. With four decades of experience, VisiFI is a technology provider and CUSO supporting approximately 120 credit unions. Roger began his career when consumer behavior was a rising topic, and has since seen it become a critical business objective. He considers himself a business growth strategist that uses data to help credit unions grow their market share. The core mission at VisiFI is to help credit unions embrace technology and create a digital environment to lead and expand the relationship with their members into easy to use and seamless experiences.

In this episode, Roger discusses the necessary measures credit unions must take to adapt to new trends, support longevity, and connect with members. He talks about opportunities to develop data, intelligence, and member service. Listen to Roger share his thoughts on the unique leverage credit unions have over big banks and how credit unions can adapt to market changes and grow within different environments.

Tune in to hear how you can use the value proposition of credit unions as a competitive advantage and why this message needs to be shared with consumers worldwide. Roger explains how complexity in credit union models adds cost and risk. We discuss VisiFI’s plans on innovating for the future to meet various needs of clients and members. Roger believes the methodology for business growth does not change; but the market, products, and the unique value proposition do change, requiring credit unions to be more agile. Ultimately, Roger encourages listeners to embrace storytelling and find ways to adapt in this digital landscape.

As we wrap up the episode, Roger talks about a recent purchase he can’t live without, the Rolling Stones, and traveling with his wife as empty nesters. Enjoy my conversation with Roger Willey!

Find the full show notes on cuinsight.com.

Connect with Roger:
Roger Willey, Chief Revenue Officer at VisiFI
[e-mail]
https://visifi.com/
Roger: LinkedIn
VisiFI: LinkedIn | Twitter | Facebook | YouTube