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Fintech Connect 2025 Presentations

Explore keynote presentations from the 2025 Fintech Connect conference, held June 9–10 at Lighthouse Credit Union in Dover, New Hampshire.

The second annual conference delivered two days of powerful insights, engaging panels, real-world case studies, and the always-popular Cyber Showcase. Thank you to all who contributed to this successful event.

Presentations

John Janclaes, Opening Keynote Speaker

Opening Keynote Session: The Future is Collaborative—Credit Unions and Fintechs

John Janclaes, Founder & CEO of The CEO Corner

With online banking on the rise and major banks investing heavily in digital capabilities, this session examined how credit unions can seize the moment through strategic fintech partnerships. Attendees explored how to evolve vendor relationships into high-impact alliances that streamline operations, improve communication, and make smarter use of resources. The session also highlighted the cultural foundations that support lasting member loyalty.

Review the presentation to revisit the insights and strategies shared.

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Case Study Session: Penny Finance & St. Mary's Bank

Speed over Perfection—How to Test New Fintechs Quickly and Efficiently

Crissi Cole, CEO of Penny Finance
Tyler White, CSO of St. Mary's Bank

St. Mary's Bank—the nation's first credit union—and Penny Finance launched a co-branded financial planning product in just four weeks. In this session, Tyler White, Chief Strategy Officer at St. Mary's Bank, and Crissi Cole, CEO of Penny Finance, shared the results of the pilot and key lessons learned from their rapid go-to-market strategy.

Review the presentation to explore how their approach can help accelerate fintech implementation at your credit union.

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Case Study Session: Posh & Metro Credit Union

Elevating Service Through AI

Karan Kashyap, Co-founder & CEO of Posh AI
Traci Michel, COO of Metro Credit Union

Metro Credit Union detailed how its partnership with Posh scaled a simple digital assistant into voice banking, site-wide search, and an internal knowledge assistant—handling more than 60,000 monthly interactions and answering 97 percent of web queries. The session outlined the measurable gains in growth, operational efficiency, and experience for both members and employees.

Review the case study presentation to review the data, deployment roadmap, and key insights.

Review the Session

Read the full case study

Fourth Annual Cyber Showcase Presentations

Held as part of Fintech Connect, the fourth annual Cyber Showcase featured five cutting-edge companies delivering innovative solutions to enhance security and elevate member service. From AI-driven platforms to digital underwriting tools, each session offered actionable insights into the evolving fintech landscape for credit unions.

Thank you to Silvur, sponsor of the Fourth Annual Cyber Showcase.

Featured Presentations:

  • Carefull: Tackling the $60 billion elder fraud problem with the first AI-enabled platform designed to protect older adults and support next-generation financial caregivers.
  • CU DigiLend: A point-of-sale financing solution connecting credit unions with local merchants to boost member engagement and loan growth.
  • LetMeDoIt: An AI-powered platform empowering individuals with disabilities while creating new opportunities for economic and social inclusion.
  • Salus: A digital underwriting platform expanding credit access through transaction-based microloans and AI-powered stress scoring.
  • Sparrow: Automating cross-selling and member engagement while enabling credit unions to offer student loans without taking on risk.

Congratulations to LetMeDoIt for taking home the 2025 Cyber Cup!

Cyber Showcase 2025