This week on the Finovate Podcast, Finovate VP and podcast host Greg Palmer sat down with Brian Lee, CEO of Landings Credit Union. Their conversation comes in advance of a special session at FinovateSpring next month, dedicated specifically to the credit union ecosystem.
A part of Landings Credit Union for nearly a decade, Lee has spent the last four years as CEO. He started as CFO of the Arizona-based financial institution and, before that, worked as both a regulator and in public accounting. Founded in 1953 as “Tempe Schools Credit Union,” Landings Credit Union today has more than 15,000 members and assets of more than $238 million.
Last year Landings CU received the Dementia Friendly business designation, which ensures members that credit union staff are trained to both recognize and support individuals with Alzheimer’s disease or dementia. “In Arizona we are the fastest growing state for new cases for Alzheimers,” Lee explained, “so it’s a big deal here for us.”
This year, the financial institution garnered national recognition for its commitment to financial inclusion, earning the Juntos Avanzamos designation. The designation recognizes the work done by credit unions to serve and empower Hispanic, Latino, and immigrant communities. A national network launched in 2015, the Juntos Avanzamos program has a presence in 29 states, serving more than 12 million consumers at 141+ credit unions in the U.S.
In their Finovate podcast conversation, Palmer and Lee talk about using technology to bring new projects to life in the context of these recent successful outreach efforts. “How can we comb through our data and find these new data points that we’re looking for, aggregate (them), and say ‘Let’s be the ones who are going out and reaching out to people’,” Lee explained. “Whether from our own data or community data that’s out there: how do we use that to be able to serve more people?”
Check out Episode 213 of the Finovate Podcast and the rest of Greg Palmer’s conversation with Landings Credit Union CEO Brian Lee.
Photo by Jean Balzan
