The 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.
Episodes
In this episode of Client Voices, we explore the rising risks and evolving realities of auto lending in today’s credit union landscape.
Joined by Dona Svehla (GTE Financial), Jose Iregui (CUautoFi), and Allied Solutions’ Jack Imes and Anne Holtzman, the conversation dives deep into:
🚗 The impact of extended loan terms and declining vehicle values 📉 Managing rising delinquencies and record-high deficiency balances 📲 Why digital t...
In this episode, The Allied Angle sits down with Rick Hughes, Senior Vice President, Program Division, from Equity Protection Powered by NFP to explore the latest trends and growth opportunities in home equity lending. Rick discusses how flexible underwriting, embedded loss protection, and member-friendly pricing empower lenders to expand responsibly, attract new borrowers, and demonstrate sound risk controls to regulators.
In this episode of Client Voices: Weathering Financial Storms, Allied Solutions' Mark Rodriguez sits down with three seasoned credit union executives, Allan Prindle (Power Financial Credit Union), Brian Best (GTE Financial), and Mike Miller (iThink Financial), to discuss how they’re navigating today’s most pressing financial challenges.
From rising delinquencies and risk management strategies to talent retention, technology integra...
In this episode of Client Voices, three credit union leaders — Jason Osterhage (Everwise CU), Mike Wilson (Members 1st FCU), and Steve Collins (Fort Financial FCU) — join Allied’s Bill Sarsfield to discuss how they’re navigating digital transformation while staying rooted in their mission. From AI adoption to strategic partnerships and mobile-first implementation, hear how these leaders are turning technology into real member impac...
Join Allied’s Vice President, Strategic Partnerships Randy Salser and Chief Client Lending Consultant Jack Imes as they unpack the latest lending and deposit trends shaping today’s credit unions and banks. From the current state of the industry and asset‐quality challenges to proven growth tactics, product diversification, targeted marketing, and technology enablement — you’ll hear practical strategies to fuel loan growth, deepen d...
On this episode of The Allied Angle, Allied’s Anne Holtzman, SVP of Client Experiences and Risk Management Services, and Cindy Bryant, SVP of Client Sales and Support demystify CPI. Together they unpack today’s regulatory spotlight, shifting lender and borrower expectations, and the tension between profit and purpose.
:47 Get to know Anne and Cindy.
7:55 The current state of CPI and how it's evolved over the past five year...
In this episode, we explore how artificial intelligence (AI) and user experience (UX) design are reshaping the future of financial institutions. Guests Brett Mitchell and Barrett Crites from Allied Solutions share how AI is moving beyond automation to build trust, enhance personalization, and deliver human-centered experiences. From virtual assistants to ethical design, we dive into the strategies FIs can use to innovate responsibl...
Credit unions are facing rising fraud, liability, and insurance costs, prompting carriers to tighten underwriting, raise rates, and limit coverage – all while balancing member convenience with stronger risk controls. This episode explores the key threats driving these changes, how insurers are responding, and what credit unions can do to protect themselves and their members.
0:39 – Get to know Patrick and Brandon.
...Fraud is a team sport and a growing concern in auto lending. Join James Maguire, Senior Director of Marketing at Experian Automotive; Suzi Straffon, Director Finance Company Markets at Allied Solutions; and John Denison, Senior Vice President Sales Enablement Operations at Allied Solutions, as they dig into why collaboration is key when it comes to fighting fraud.
00:49 Get to know John, Suzi, and Jim.
06:43 The challenges lende...
Season three of The Allied Angle kicks off with Allied Solutions' CEO Pete Hilger. Pete shares 2024’s challenges, Allied's key accomplishments, and insights into navigating 2025’s evolving financial landscape - including AI, compliance, and innovation.
00:51 Reintroducing Pete Hilger.
04:02 Navigating the highs and lows Allied and other financial institutions faced in 2024.
06:19 The biggest accomplishments for Allied and its p...
In this unique year-end episode of The Allied Angle, some of the industry’s most innovative and influential credit union leaders join Allied Solutions’ Nikki Warner, Mark Rodriguez, Bill Sarsfield, Anne Holtzman, and Jack Imes for a special “highlight of insights.” From attracting and engaging Gen Z members to navigating the complexities of auto lending, leveraging cutting-edge technology, and delivering member-focused solutions, t...
In this episode of The Allied Angle, we discuss the rising risks facing auto lenders, especially in the wake of recent hurricanes Helene and Milton. Allied's Vice President Claim and REPO Plus Operations Scott Myers and 2nd Vice President RMO Product Management Mike Batchelor dive into the impacts on loan portfolios, the surge in GAP claims, and insurance rate hikes.
00:46 Meet Mike and Scott
04:25 The market trends most...
In this episode of The Allied Angle, Allied's Chief Legal Officer, Kelly Miller, and SVP Client Experience and Risk Management, Anne Holtzman, address the regulatory and compliance hurdles that lenders face when managing Collateral Protection Insurance (CPI) and Guaranteed Asset Protection (GAP) programs.
In this episode:
:40 Meet Anne and Kelly
5:46 The partnership between business and legal sides when it comes to risk manage...
In this episode of The Allied Angle, Allied's VP of Recovery Services Brooks Stewart along with special guest Melinda Zabritski, Head of Automotive Financial Insights for Experian Automotive, join the show to discuss the rise of delinquency rates and the cost of buying a vehicle in today's market.
In this episode:
00:42 - Meet Brooks and Melinda
04:14 - The trends that are contributing to the rise in delinquency rates.
06:...
The Allied Angle is back with Amy Level-Hearn, VP of Marketing & Communications. Tune in as she shares insights on the evolution of marketing in the financial sector, the importance of branding post-banking collapse and the rise of generative AI and digital transformation.
In this episode:
00:41 - Meet Amy Level-Hearn
03:33 - Amy's path to leading the marketing team for a company that supports financial institutions.
05:25...
Lending is continually evolving and changing, but what are the top concerns facing financial institutions today regarding lending? Learn how leveraging data, technology, and the impact of AI is changing the lending landscape in this panel discussion featuring Allied Solutions’ Mark Rodriguez and Jack Imes, along with special guest Josh McAfee from Callahan & Associates. This episode is part 2 of 2 in our discussion.
In this e...
Lending is continually evolving and changing, but what are the top concerns facing financial institutions today regarding lending? Learn how leveraging data, technology, and the impact of AI is changing the lending landscape in this panel discussion featuring Allied Solutions’ Mark Rodriguez and Jack Imes, along with special guest Josh McAfee from Callahan & Associates. This episode is part 1 of 2 in our discussion.
In this e...
We all have the same 24 hours in a day, so the question is: How can you do more in that time to improve outcomes? Allied's Senior V.P. of Risk Management Operations, Doug Falvey, joins The Allied Angle to discuss innovation in RMO.
[:26] Meet Doug Falvey
[2:42] What is Risk Management Operations?
[5:13] What does "staying innovative" mean when it comes to RMO?
[7:45] The RMO team are problem solvers and solutions deliverers.
[9...
Let's talk regulatory compliance. Governing bodies are cracking down on ancillary product refunds and more. Allied's Peter Krall joins us to dissect the regulations and discuss how financial institutions can keep their borrowers protected.
In this episode...
[:27] Meet Peter Krall
[4:20] What is Product Refund Liability?
[6:51] The state of Product Refund Liability in Q1 2024
[7:51] How do consumers know they could receive a ...
The financial industry is not immune to challenges in company culture and employee retention. That's why sales coaching, leadership training, and other key investments are critical to ensuring your financial institutions are set up for success. Allied's own Julie ann Wessinger, Director, Client Performance Strategies, joins the podcast to discuss the ROI benefits of improving your culture.
In this episode...
[:20] Meet Julie a...
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