Credit Union AI Readiness Assessment
This assessment may help you understand how prepared your credit union is to adopt AI technologies. Please select the option that best describes your current situation for each question. You may see where you’re doing well and where there might be room for improvement. If you want to score yourself, use the following rubric: A […]
The Next Credit Union Hire: Your AI Leader
Sooner or later, every credit union will have someone in charge of AI. Maybe not tomorrow. Maybe not this year. But the role is coming. AI is no longer a side project you can hand off to a junior analyst in their spare time. It’s shaping how credit unions work, how members are served, and […]
AI Needs to Be a Priority in 2026
AI use needs to be on your 2026 strategic plan. That’s it. Full stop. We’ve spoken with countless credit unions about AI. We’ve also worked closely with several to uplevel their AI abilities. That’s why we feel so confident saying: Credit unions are way, way behind. In 2026, You need to do more. Where Credit […]
Using AI Responsibly at Work
It doesn’t matter if you use AI at work today. Ask yourself: In the next 5 years, will you use AI more or less at work? More, right? Which means everyone needs to know how to use AI responsibly. This is especially true for any task or role that uses generative AI. At the end, […]
Fail Forward Fast: Credit Union Lessons from the Fintech World
Many fads deserve to be forgotten: Fidget spinners. Eating tide pods. Super baggy jeans. But not all trends are bad. Some trends hint at better ways of doing things. Without trends, we wouldn’t have text messaging, online video tutorials, or ridesharing. Credit unions can learn a lot from the fintechs they partner with. And it […]
Credit Union Premium Checking: Is It Worth It?
Everybody loves free checking. It’s accessible and has a powerful membership draw. However, premium checking could be just as strategically important, if not more. It provides value to members while also driving revenue for the credit union. Should your credit union offer premium checking? Maybe. It’s definitely worth consideration. Offering a higher-tier, paid membership that […]
Fintech, Credit Union, and the Future
The world of fintech credit union relationships used to feel like a high-stakes wrestling match. For years, financial technology seemed like a threat trying to steal your members. Today, the script has completely flipped. Fintech is now the best tool to make your credit union stronger and more member-focused. Now, it’s clear there’s no need […]
Credit Union Technology Trends in 2026
What are credit union executives prioritizing in the next two years? If you’re a credit union executive, you know the drill. The industry is always shifting, and the list of priorities can feel a mile long. You’ve got to manage risk, attract new members, keep the lights on, and somehow find time to plan for […]
ScreenSteps, Credit Unions, and the Promise of Knowledge Management
Picture a new member service rep in week two. The phone rings. It’s a card dispute with a small twist. They open a binder, then SharePoint, then chat with a supervisor. The answer exists somewhere, but not where they are. The call takes longer than it should, and the next call waits. Nobody’s bad at […]
Immediate Loan Funding Is a Member Experience Issue
More than 40% of borrowers abandon a loan application if funding takes more than a few days. Mega banks and fintechs are funding in minutes. Many credit unions are still taking days or weeks, and losing members at the very moment they need them most. Every loan is a little stressful for the borrower. Maybe […]