Revenew and the World of Credit Union Rewards
Credit union credit card rewards can and should be a big draw. That goes for debit card rewards, too. The best way to get someone to use your card is to incentivize that use.
PayPod: Credit Union Growth Strategies with Kirk Drake (Podcast)
Recently, CU 2.0 Founder and CEO Kirk Drake sat down with Scott Hawksworth with the Soar Payments podcast, PayPod. They discussed credit unions, the technology they use, and the technology they’ll need to continue growing.
CU 2.0 Podcast Episode 139 Sundie Seefried on Cannabis Banking
On July 1, Sundie Seefried, longtime CEO of Partner Colorado Credit Union, makes a huge career change. On that day she resigns the credit union job to become the CEO of Safe Harbor Financial, LLC, a Partner Colorado subsidiary formed for the purpose of handling cannabis related banking.
Selling 101: Do Credit Unions and Selling Play Well Together?
Credit union profitability is sliding downward. One consultant, Megan Cummins at Fiserv-owned Raddon Performance Analytics, insists that the fix is to nurture a sales culture within them.
Example Content for Credit Union Nurture Sequences
Your credit union’s marketing automation program will be as successful as its campaigns. And for the most part, we don’t mean outbound campaigns… we mean nurture sequences. Unfortunately, credit union nurture campaigns don’t set themselves up. You’ll need to: Identify a product or service to market Find or create informative content about it Put that […]
Credit Unions, Work from Home, and Burnout
A year ago, organizations around the country scrambled to limit in-person work. Remote work boomed. But do credit union work from home policies cause employee burnout?
LiveSurvey Is Changing the Credit Union Member Experience Game
After years of bartending, I’m sensitive to customer complaints and social media reviews. Why announce to the world on Yelp that you didn’t like your fries? Why not let someone in the restaurant know so that they can fix it?
An Example of an Automated Nurturing Sequence for Credit Unions
Marketing automation is standard for many industries, but credit unions are only just getting started with it. Unfortunately, this means that many credit union marketers can’t visualize the benefits. One of the key abilities of the technology is the automated nurturing sequence. Let’s look at what it is, how it works, and what it looks […]
AI Case Studies: Posh Technologies
This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based credit union chatbots. Posh Technologies’ conversational AI includes capabilities for web, SMS, social, mobile, IVR, and home digital assistants, such as Amazon Echo and Google Home. Stay tuned […]
Are Your Audit and Compliance Methods Limiting Your Growth? Try This.
You might have the best growth plans and product portfolio available. You could have a great team of leaders ready to carry out your vision for 2021 and beyond. But regulatory compliance and audit assurance can be drag on forward progress. But there’s a way to cut that time in half. Following three quick tips […]