A worldwide pandemic, a full-scale office renovation, a complete 100-page public website redesign and a marketing team of one. 

How did they get it done you ask?

Well, we sat down with Inderjeet Singh from Khalsa Credit Union (KCU) to find out. 

How does a small team, with an ambitious digital transformation vision make it happen?… Simply put by Inderjeet, “It takes an entrepreneurial approach”.

In our latest podcast interview hear from Inderjeet, who heads up not only marketing but the human resources function, on how a small cross functional team successfully launched their new Forge-powered public website without delay, even with a pandemic and an office renovation in the works. 

Learn about the power of small and how smaller credit unions can leverage their nimble nature to get it done.

IN THIS INTERVIEW:

[3:40] Khalsa Credit Union’s digital transformation journey
[6:20] Key areas of focus for digital transformation including removing friction in the member experience
[8:30] Digital vision into the future 
[10:38] The changing role of branches
[13:02] Elements of digital transformation beyond technology (hint: it’s a lot to do with culture)
[17:08] The evolution of payments
[19:30] How smaller organizations with limited resources make digital transformation happen
[21:30] The importance of an entrepreneurial mindset
[24:10] The importance of cross functional teams
[25:50] Public site relaunch using Forge
[27:58] Vision and goals for new public website
[30:34] Steps in building the new site
[35:27] How Khalsa resourced their team (hint: keeping the team small is key)
[37:02] Khalsa’s efficient production process and tools used during the project
[40:45] Inderjeet’s recommendations for other credit unions 
[44:33] Key challenges and lessons learned

ABOUT INDERJEET SINGH, HEAD OF MARKETING AND HUMAN RESOURCES, KHALSA CREDIT UNION

Inderjeet has more than 10 years of experience in leading HR, organizational change and is currently responsible for human capital strategy and service delivery, digital transformation and member experience at KCU. He is a member of Executive Leadership Team focused on implementing KCU’s strategic vision.

He believes the credit union model provides for a better future by improving the financial well-being of its members and makes positive impact in the communities.

A tireless community advocate, Inderjeet works with various not-for-profit and charitable organizations in lower mainland.

Inderjeet holds a Bachelor of Science and a Certificate Program in Human Resource Management from Conestoga College, Kitchener and received his CPHR designation from CPHR BC & Yukon and currently resides in Surrey.

Find Inderjeet on LinkedIn 

ABOUT KHALSA CREDIT UNION

Khalsa Credit Union (KCU) is a member-owned financial institution serving the Sikh community across southern British Columbia. With six branches, over 15,000 members and over $460 million in assets, KCU is the largest Sikh member owned financial institution in the world. We are a strong and growing organization with over 30 years’ experience serving our members in Surrey, Abbotsford, Vancouver, Victoria and beyond.

Learn more about Khalsa Credit Union.