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Roy Urrico
7 days ago5 min read



Roy Urrico
Nov 215 min read


J.D. Power Study: Customer Satisfaction Surges as Mortgage Originators Adopt Advisory-Style
By Roy Urrico

Roy Urrico
Nov 193 min read



Roy Urrico
Nov 145 min read



Roy Urrico
Nov 74 min read



Roy Urrico
Nov 54 min read



Roy Urrico
Oct 314 min read



Roy Urrico
Oct 294 min read



Roy Urrico
Oct 244 min read



Roy Urrico
Oct 226 min read



Roy Urrico
Oct 175 min read


New CUSO Wants to Amplify Customer Feedback with Agentic AI
"Many of them have it as part of their executive scorecard but what I have done is I am taking that service that nearly everybody is using and bringing in these AI tools.”

Roy Urrico
Oct 154 min read



W.B. King
Oct 145 min read


Credit and Debit Show Modest Gains but Travel Spending Drops: Velera Payments Index
"“As inflation persists and job growth slows, we’re seeing a clear shift in how consumers prioritize spending – especially in discretionary categories like travel..."

Roy Urrico
Sep 264 min read


Carrington Labs Unveils AI, Analytics-Driven Cash Flow Underwriting Capabilities
" I just love the application of contemporary data and analytics techniques to the challenges of lending overall and credit risk management in particular.”

Roy Urrico
Sep 245 min read


Serial Entrepreneur’s Third-Time Venture, Charm Security, Introduced at FinovateFall
Charm Secuirty's AI-powered scam defense platform tackles “the fastest-growing vector of fraud: the exploitation of people, not systems.”

Roy Urrico
Sep 195 min read


CD Valet Uses FinovateFall to Drive the Need to Attract Deposits
"“For these institutions that need to raise deposits, access to liquidity, obviously deposit is a big game now..."

Roy Urrico
Sep 175 min read


Credit Union Spotlight Shines at FinovateFall
"It was pretty successful giving credit unions space to connect with each other, and also pulling in some of our demoing companies who focus on the credit union ecosystem.”

Roy Urrico
Sep 123 min read


Reports: NCUA Second Quarter Totals Sees CU Assets Rise; and the Chargeback ‘Convenience Paradox’
The NCUA in its Second Quarter 2025 NCUA Quarterly Data Summary Report revealed total assets in federally insured credit unions rose by $82 billion, or 3.6%, over the year to $2.38 trillion.

Roy Urrico
Sep 84 min read


Clarista White Paper, FinovateFall Demo, on Moving Past Legacy Data Silos
"Banks and credit unions are under immense pressure to make faster, more accurate, and more compliant decisions,.

Roy Urrico
Sep 53 min read
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