In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
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In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
Filene Fill-in Ep. 83: Design for Digital Pt. 2 - Sumeet Grover
Filene Research Institute
49 minutes 41 seconds
1 month ago
Filene Fill-in Ep. 83: Design for Digital Pt. 2 - Sumeet Grover
In this Design for Digital Takeover of the Filene Fill-In, host Jerry Kane talks with Sumeet Grover, EVP and Chief Strategic Growth and Digital Officer at University Federal Credit Union (UFCU), about leading digital transformation in a member-centric organization. Sumeet shares how breaking silos, rethinking the operating model, and embedding digital as a business discipline—not just a project—are key to sustained growth. He explains why frictionless beats flashy, how personalization builds trust, and why branches still matter in a digital-first world. The conversation also explores AI’s real potential versus its hype, and how agility and trust can coexist in regulated environments. Listeners will come away with practical insights into designing for digital as an enterprise habit, not a headline.
Filene Research Institute
In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
