TechSolutions4CUs

Strategic Fintech Investing for Credit Unions, with Sara Dolan and Ben Maxim

March 21, 2024 With Finopotamus Co-Founder John San Filippo Season 2 Episode 3
TechSolutions4CUs
Strategic Fintech Investing for Credit Unions, with Sara Dolan and Ben Maxim
Show Notes

Over the past three years, Reseda Group has established itself if the premier fintech investment CUSO. Reseda portfolio companies benefit not only from the financial resources the CUSO provides; they enjoy the invaluable experience of seeing their product tested and deployed at Michigan State Federal Credit Union.

In this episode, host John San Filippo speaks with Sara Dolan, MSUFCU's CFO, and Ben Maxim, Reseda Group's COO, about how the CUSO evaluates the technology, the finances and the cultural fit of any potential investment. The two offer practical advice for any credit union considering a fintech investment strategy.