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CU Town Hall Episode 122: Primary Financial Institutions

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In this session, we covered the notion of a Primary Financial Institution, whether it’s myth or reality in today’s marketplace, and how credit unions can increase their share of wallet. Also, highlights from FinovateFall 2024, including CU Town Hall sponsor Illuma winning Best of Show!

About Glen Sarvady:

Glen Sarvady is a 20+ year veteran of the payments and FinTech industries. His firm 154 Advisors provides actionable insights, data-driven analysis and strategy formulation to help financial institutions navigate the rapidly evolving payments landscape. He is a frequent industry speaker and author, and a founding director of the Technology Association of Georgia’s FinTech Society.

Prior to founding 154 Advisors in 2015, Glen co-led McKinsey’s payments-focused Global Concepts unit for six years and managed Deluxe’s Financial Services check and payments programs for two years. He also held various senior operating and financial roles at CheckFree from 1996-2005, spanning most of the firm’s life as a public company. Glen is a former Federal Reserve Bank examiner and part of the startup team that launched the University of Pennsylvania Student Federal Credit Union, where he currently serves on the Board of Advisors.

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