The Pros and Cons of FI Consolidation with Elizabeth Osborne

Counting Change

17-09-2024 • 34 mins

In this episode of Counting Change, hosts ⁠⁠⁠⁠⁠Arjun Sahgal⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Rachel Reid⁠⁠⁠⁠⁠ are joined by Elizabeth Osborne, Chief Operations Officer at Great Lakes Credit Union.


Elizabeth discusses the pros and cons of FI consolidations. The conversation dives into the motivations behind consolidation, the cultural differences between institutions, the pain points of consolidation, and strategies for successful integration. Elizabeth also explores the importance of member experience during credit union consolidation and the challenges and opportunities it presents.

This episode is a must-listen for anyone interested in the intersection of finance, technology, and community service.