A credit union signs with a new technology vendor. The kickoff call goes great. Then, three weeks later, nobody is quite sure who owns onboarding, support tickets are bouncing between departments, and the shiny new platform sits half-used. That gap between “we signed” and “it’s working” is exactly where BankSocial® wants to get better, and it just hired a new Chief Operating Officer to help.
BankSocial, a financial technology company serving banks and credit unions, has appointed Liz Winninger as COO. She’ll oversee Marketing, Fraud Prevention & Recovery, Back Office Shared Services, and both client and customer onboarding and support.
Think Kitchen, Not Just Recipe
A great recipe doesn’t guarantee a great dinner. You need a kitchen where everyone knows their station, the timing works, and the dish comes out the same on Friday night as it did on Tuesday. That’s the job Winninger is taking on: tighter coordination across teams, clear and repeatable processes, and a smoother handoff from implementation to ongoing service.
A Résumé Built in the Trenches
Winninger has more than 12 years in credit union shared services. For eight of those years, she served as President and CEO of a credit union service organization (CUSO), a company credit unions jointly use to share operational services. There, she led and grew five distinct shared service business lines supporting credit union operations and member service.
That background gives her a hands-on feel for how financial institutions actually run, what their internal teams need from tech partners, and how to build services that earn long-term trust.
“Liz understands what it takes to turn a company’s vision into consistent execution,” said John Wingate, Founder and CEO of BankSocial. “Her experience leading a credit union service organization, combined with her understanding of our clients and our business, makes her well positioned to strengthen our operations as we grow.”
What She’ll Work On
The appointment supports BankSocial’s ongoing development of financial technology for banks and credit unions, spanning AI, payments, digital lending, and shared services. Working with the executive, sales, and technology leaders, Winninger will line up client expectations, internal responsibilities, and service delivery.
- Improving client onboarding
- Strengthening ongoing customer support
- Building the scalable structure internal teams need to deliver consistently
“Financial institutions need partners who understand their responsibilities and follow through,” said Winninger. “I’m excited to help our teams build on that foundation, make the client experience outstanding, and bring technology into everyday operations in ways that create meaningful value.”
What It Means for You
If you work at a bank or credit union, or you’re weighing a technology partner, this hire points to something worth asking any vendor about: not just what the product does, but who makes sure it works after launch. With a former CUSO chief now running operations, BankSocial is signaling that onboarding and support are getting top-level attention.