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You're listening to Leaders in Lending from Upstart, a podcast
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dedicated to helping consumer lenders grow their programs and improve
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their product offerings. Each week, here, decision makers in the
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finance industry offer insights into the future of the lending industry,
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best practices around digital transformation, and more. Let's get into
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the show.
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Hello and welcome to Leaders in Lending. I'm your host,
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Drew Megory, and this week's episode is a special reairing
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of a conversation originally featured on America's Credit Unions podcast,
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The SeeU Lab, where Barry Roach and I dive into
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how credit unions can win. In twenty twenty four, we
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talk about how AI and fintech partnerships can help institutions
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tackle challenges such as liquidity constraints and keeping up with
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ongoing regulatory hurdles, to name a few. With that said,
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I hope you enjoy this week's show.
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Hello, and thank you for joining us for another episode
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of the CEU Lab. I'm modeling Crownfeld with America's Credit
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Union and I'll be your moderator.
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Today.
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I'm sitting down with Barry Roach and Drew Magrie, senior
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account managers at Upstart, and we're going to discuss how
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credit unions can win in twenty twenty four. Barry Drew,
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it's great speaking with you, and thank you so much
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for joining us today.
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Thanks having to me, great to be here. Great.
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Well, let's start with just a little more information about
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your roles at Upstart.
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Thanks Malan. I'm Barry Roach. I'm a senior account manager
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here at Upstart. I've been with uptur for about eighteen months,
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but prior to my time with Upstart, I was CEO
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of two different credit unis in California for about ten
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years and have about twenty years total in the credit
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union industry. So very familiar with the challenges that we
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have in credit unis and happy to be here to
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talk about that a little bit today. True.
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Yeah, thanks Barry. So I've been with Upstart, coming up
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on almost three years now, but prior to Upstart, I
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started my career in the financial service industry about fifteen
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sixteen years or so, where I actually started in the
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insurance business and then quickly transitioned into the regional banks
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where I worked in multiple areas that pertain to consumer
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lending in some form of a capacity. After about five
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or six years of doing that regional bank space thing,
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I wanted to get out and about and check out
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this credit union space that I heard so much about.
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And I was fortunate enough to lead the Ohio Teamsters
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credit Union for just shy of nine years as president
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and CEO before coming to Upstart to help build up
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the account management team's focus in partnering with credit unions.
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Going back to your initial ask of what does the
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account management function entail here at Upstart is we do
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have a dedicated team made up of prior executives both
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in credit unions and in banks, and you can kind
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of think of as our function as like an ongoing
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post sales support as this is not, of course the
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setate and forget a business. And what we really strive
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to do is own the executive relationship with our partners
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and almost act as if we're an extension of their
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organization to give this more of a partnership feel rather
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than just another vendor type of feel. And where this
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helps is because of course, to what Barry and I
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have already talked about as we've sat in those chairs
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and we have done the work of the people that
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we work with on a day over day basis, and
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this helps because our team is able to provide positive
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insights to their programs to assist in meeting strategic goals
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and objectives as part of our partnership. But they can
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also leverage our partnership to augment other key initiatives within
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their organization that they may be trying to fulfill as
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part of their business plans throughout the current state and
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in future years ahead.
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Great well as past credit union CEOs, you both have
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a very unique perspective on this, So could you speak
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about some of the challenges that credit unions are facing
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in today's environment?
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Sure, thank you, Madlin, So Drew and I speak to
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executives from across the country on a daily basis, and
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for the most part, there are less regional differences in
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terms of the challenges than there are sort of right
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across the country. Everyone has liquidity concerns, certainly maybe not
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as bad today as it was in early twenty twenty three.
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We're hearing less and less about concerns about liquidity and
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more about as the positive come back, as investments have
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run off and now looking for reinvestment opportunities, where's a
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good place to put that money you hold it or
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do you invest it in sort of higher yielding assets
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right now? And I mean we've seen in the learning
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space now yields as high as they've been in since
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before the Great Financial Crisis. So with that, that's great
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learn income coming in. Well, what about credit quality, because
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we have seen sort across the country certain degradation in
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credit really in all astic life and across the spectrum
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of risk, though not just subprime performing or underperforming as
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big maybe, but also for the prime space. We've seen
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through data from our partnership trained being, for example, a
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little bit of stress for all borrowards out there right
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now through anything you could add from what I've heard
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from some of my lending departments.
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Yeah, one thing to kind of touch off that whole
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credit risk and defaults rising, right, everybody knows that the
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personal savings rate continues to drop, defaults trying to rise
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across all asset classes. And we have this new thing
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as of December called CECIL and how to manage those
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methodologies at a really odd time, right, so being able
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to predict risk and look at what those ongoing trends
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are across all assets in comparison to what the defaults
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are doing I've heard a lot of chatter around the
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challenge of how to formulate an accurate cecil methodology, and
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as a result, informing those methodologies, it's taken a hit
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to some credit unions across the country from a net
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income perspective. So that's another one that I'll add around
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around credit risk for sure.
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And of course there's always the competitive risk, right, so
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all credit nis are trying to remain viable for their
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membership and to attract new members as well, and so
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you have to have nowadays not just a great brand
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footprint and a great experience when members are walking into branches,
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but digital footprint is very important as well in that
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digital experience. So, especially through Upstart, a lot of what
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we do is to help introduce those brand new borders
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who are now becoming members of credit unis with a nice,
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elegant digital experience when it first applied for loans through
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the Upstart platform. So that's just one example of those
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competitive stresses. But also now AI AI has become this
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new buzzword and now you know, boards are saying, well,
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tell me about your AI strategy. It's like, well, what
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is AI? You know, we have a lot of crediting
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executives are struggling with perhaps understanding not only what AI is,
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but not necessarily understanding how AI can help their business
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and help move their crediting forward in terms of a
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much better value proposition for their membership. One thing up
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there does do around AI is that is key in
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how we perform our underwritings. So we've been using our
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digital intelligence machine learning for years now and with AI
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and with training data, the more data and the more
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time you have, the more accurate both predictions can be.
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So both Drew and I have found I think that
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just providing that for our blending partners has been a
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great help for them in not just sort of knowing
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how ay I can help the business, but actually leveraging
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it and having a fancible impact on their business.
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Another thing I'll add to on a side of just
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AI and of course cost of funds and liquidity and
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all this fun stuff is the increasing regulatory environment is
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another challenge that I've heard too, and the cost associated
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with it too. Like you go through an NSU exam,
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seet PB exam, I don't know what the asset size
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of the listeners are. The multitude of different things that
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are needed to be done from a regulatory and compliance
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perspective have elevated in the past two three years to
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the point where you're having to add additional fte within
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your organization to adhere to those regulatory requirements. And that's
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been another real key challenge in the credit union space
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in the past few years.
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Yeah, I think those are some challenges that we've been
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hearing kind of across the board. But let's take in
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a little bit more and address AI and how that
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can really help in the face of some of these challenges.
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Yeah, I'll start here, and I'll preface that the Upstart
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crew did have some boots on the ground last week
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at acus CEO's conference in Key West, and the general consensus,
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outside of some of the stuff that we've already outlined,
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is really two things. Is credit unions, even though they're
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very widely known across the country, they continue to struggle
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with providing what their identity is and getting the word
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out within their communities of what is the value that
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credit unions possess. And then the second, as a result
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of that conversation, the credit union consolidation could be coming.
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We once had ten thousand credit unions in the country.
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Now down to five thousand. Don't quote me ONCT the
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exact number, but somewhere in that realm. And this is
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in large part due to the struggles to manage again
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those inatory requirements, the cost associated with that. You're competing
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with the Chase, the Wells, Spargos, the Bank of Americas,
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and as a result, some of that profitability is going away.
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So to your point about how AI can address some
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of these challenges already outlined, is I'm going to go
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through kind of like three key themes of things that
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we hear and things that we talk about here at Upstart,
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and one of those themes is going to be innovation innovation,
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and I'm going to start it around the thought of
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automation less human interaction. Consumers today do not want to
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talk to an individual and a branch as much as
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they would like to click some buttons on their phone,
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their tablet, their computer, what have you, and not have
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that human interaction and have that fully automated experience. To
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give you some numbers, for instance, just on the Upstart platform,
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of the borrowers that come through the top of our
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funnel and apply for a loan and get funded, ninety
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percent of those individuals are going through a fully automated
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experience and then fast forward from another thought process of innovation,
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it creates an elevated member experience. You want to serve
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your member base, you want to serve your net new
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members that you could be obtaining through partner channels or
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even within your own internal type of rails, of ways
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to promote products to your membership, and that elevated member
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experience giving them real time decisions whether they're good bad
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from the comfort of their own home. It allows that
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member experience to be elevated for them to come back
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to you for additional needs that they may have. Going
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back to the theme of credit risk or economic uncertainty, things
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could of course change month over month based on what
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we're seeing in some of the data, but it's been
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proven that the use of AI for decisioning loans particularly
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that's our general scope of what we do here at upstart,
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is it is a better predictor of default. It's a
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better predictor of risk in comparison to using traditional underwriting
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methods that maybe wouldn't allow for an approval of a
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member on your internal policy and procedure. I'll give some
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some statistics here too is for Upstart particularly, our model
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is about three times better at separating risk between the
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highest and lowest Fyco bands, which again goes back to
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being able to say yes to more borrowers. And an
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example of that is someone that has a six forty
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FICO grade may qualify for some form of loan within
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your institution, but the actual probability of that individual of
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defaulting may only be let's say fifty basis points. So
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being able to price that accurately and predict that risk
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accurately allows you to play in that lower tier of
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Fyco borrowers within your organization. And then the last kind
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of key theme that I'll address is is competition and cost.
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I talked a little bit already about the competition in
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comparison to the larger banks, but you're also competing with
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that potential credit union consolidation revolution. You're competing with the
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ten billion plus credit unions or the top twenty five
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that are able to reach a broader range of members
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and build their businesses, and you're only able to adhere
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to your existing field of membership, which might be smaller
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in nature. So using AI under multiple platforms, not just
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in lending, can allow your organization to really be one
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with the times and better compete across the financial service ecosystem.
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Hey there, former host Jeff Kelner here to let you
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know about an exciting opportunity to strengthen your understanding of
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artificial intelligence and financial services. If you want to better
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understand the fundamentals of how AI models work and how
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they will impact the financial services industry, your in luck.
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Upstart is launched an online course and certification designed to
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do just that. This course will give you the knowledge
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you need to lead the conversation about how your organization