HeyJaredThe Allied Angle
From digital transformation to compliance (and more), get an inside look at the latest market trends and industry insights to help your financial institution grow its revenue, protect its business and customers and evolve to stay ahead of the competition.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
The Trust Economy: In an AI World, Trust Wins (opens the original)
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Members now walk into the branch with an answer already in hand. If every institution eventually runs the same technology and serves up the same information, does the tech stop being the differentiator? Robert Dozier, President and CEO of Palmetto Citizens Federal Credit Union, and Mark Rodriguez, Senior Vice President at Allied Solutions, make the case that it already has. Their argument: as AI becomes table stakes, trust becomes the scarce resource, and the institutions that own it will have s
Is Your Executive Benefit Program Being Actively Managed? What Credit Union Leaders Need to Know (opens the original)
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Executive benefit programs are one of the biggest financial investments a credit union can make for its leadership team and most of the industry's attention goes to getting them implemented. But what happens after that is where things often go wrong. In this episode, Dale Edwards, Co-founder and CEO, and Matt Morris, VP of Client Relations, of Triscend NP talk about the ongoing servicing, relationship, and partnership standards that credit union leaders should be expecting from their executive b
Integration Pain Points: Risks, Rules, & What's Next (Part 2) (opens the original)
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AI is full of promise for financial institutions — but it also comes with real questions around governance, compliance, and trust. In Part 2 of this conversation, PortX CTO Jon Fancey shifts the lens from what AI is doing today to what it means for FI leaders making decisions right now. From building responsible AI frameworks in a still-evolving regulatory environment, to whether smaller community institutions can actually compete with mega-banks, to a sneak peek at what PortX is building next —
The New Risk Stack: How Fraud, Insurance Gaps, and Recovery Compound Losses (opens the original)
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Auto loan risk used to come down to one question: did the borrower pay? Not anymore. Anne Holtzman, SVP of Risk Management Services at Allied Solutions, discusses how fraud, insurance gaps, and a strained recovery system compounds losses across auto lending, often long before recovery ever begins. Anne draws on nearly 40 years in insurance and lending to walk through what's changed, including the insurance signals that appear about 90 days before a missed payment, the rise in voluntary surrender
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