Li Jacobson, the chief information officer of Embold Credit Union, shared her insights on various topics, including the significance of technology in enhancing member experiences and her personal reflections on Asian American, Native Hawaiian, and Pacific Islander (AANHPI) Heritage Month.
Reflecting on credit unions, Jacobson emphasized their community-centric approach, stating, "We want to serve our members and give back to the community. We make dreams come true." She highlighted the importance of financial literacy and assisting members in achieving their goals such as buying a car, paying off debt, or obtaining a mortgage.
Regarding the role of technology in credit unions, Jacobson stressed that technology should enhance, not replace, relationships between people. She emphasized the need for technology to provide seamless service to members, expanding support beyond traditional branch hours. Jacobson also shared her principle of "genba," advocating for a hands-on approach to understanding the needs of both internal stakeholders and members.
In terms of goals, Jacobson outlined a strategy to leverage technology for a competitive advantage, focusing on personalized member experiences and data-driven decision-making. She emphasized the importance of a human plus digital strategy, ensuring that technology enhances employees' productivity and service to members.
When discussing AANHPI Heritage Month, Jacobson expressed the cultural and personal significance of the observance, stating, "It's a time to celebrate and honor the contributions, achievements, and rich diversity of Asian Americans, Native Hawaiians, and Pacific Islanders in the U.S." She highlighted the importance of sharing experiences and fostering understanding among diverse communities.
As a minority woman in STEM, Jacobson acknowledged the importance of increasing representation and supporting future generations in technology fields. She encouraged others to believe in their abilities and emphasized the collective benefit of supporting and uplifting each other.
Outside of her professional role, Jacobson enjoys spending time with her family, engaging in activities such as football, lacrosse, and traveling. She shared her family's passion for exploring different cultures and cuisines, welcoming recommendations for local restaurants and travel destinations in the Pacific Northwest.
In conclusion, Li Jacobson's insights shed light on the intersection of technology, diversity, and community engagement in the credit union industry, emphasizing the importance of personal connections, innovation, and inclusivity.