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 […]
How Often Should You Email Your Credit Union Members?
One of the most common questions from credit union marketing teams is about how often they should email their members. How often can they email their members? It’s a scary proposition, spamming your membership. You don’t want to annoy people or make them angry. On the other hand, you don’t want to be forgotten… Looking […]
Sontiq Acquires Fintech Provider Breach Clarity
Sontiq Adds Nationally Known Fraud, Banking and AI Experts to Lead Company’s Data Breach and Financial Fraud Protection Initiatives Boston, Mass. — March 9, 2021 — Sontiq, the leader in intelligent identity security (IIS), today announced it has acquired award-winning data breach intelligence fintech Breach Clarity. As a result of the acquisition, Sontiq’s products – IdentityForce, […]
What Credit Union Marketing Automation Is and Why It Matters
Here’s the problem: Digital marketing suffers from low conversion rates, an overabundance of tools and platforms, and poor transparency. Marketing automation platforms address all of those issues. Read on to learn more about what marketing automation is, how it works, and what it can do for your credit union. And, if you work at a […]
CU 2.0 Podcast Episode 138 Kirk Drake on Artificial Intelligence and Why You Are Five Years Behind the Leaders
Start today, really embrace AI – artificial intelligence, where machines think and they are good at it when fed enough of the right data – and, guess what, you are already four or five years behind the leaders and that group includes most of the money center banks and maybe even a few credit unions. […]
Quick Wins with Marketing Automation Forms
One of the core services that CU 2.0 provides is marketing automation. If you’re new to marketing automation and want to learn how to achieve some quick wins with with forms, then read on! For the purpose of this blog, it doesn’t matter which platform you use. If you and your organization have picked up a marketing […]