Building Custom GPTs for Credit Unions
Are you relatively new to working with LLMs and generative AI? Do you often find that you need to do the same task repeatedly? Well, you’re in luck. There’s a quick way to make your life easier. No more continuous re-prompting to get what you want. Let’s talk about creating custom GPTs for credit unions. […]
A Quick Guide to Credit Union Member Acquisition Costs
In a perfect world, the reputation of any given credit union would precede it. People would flock from far and wide to join thanks entirely to word of mouth. Not a dime would be spent on marketing. Unfortunately, it’s not a perfect world. Any credit union growth strategy is going to rely on marketing for […]
Fintech Platforms for Credit Union Member Engagement
Member engagement. It’s that thing everyone talks about at conferences but struggles to actually deliver on. It’s something that pops up in strategic planning sessions, and then… drops in priority through the year. Your members need more touchpoints, but other things jump the line. “Engagement” stays stuck in the “someday” pile. Still, the right fintechs […]
AI Predictions for Credit Unions in 2026
These are our least-spicy AI predictions for credit unions in 2026. Nothing here requires a crystal ball or a huge leap of faith. These predictions are about trends already in motion that will (probably) become unavoidable by year-end. But here’s perhaps our spiciest take, and it’s not even on the list: AI represents a larger […]
Best Credit Union Conferences of 2026
We did conference research so you don’t have to! Well, maybe reading this counts as research, but it’s not as soul-sucking as the kind we had to do to write this. (Seriously. Read our methodology at the bottom if you don’t want to get back to work but you miss being bored.) Ready to see […]
How to Compete with Big Banks Using Netflix and Amex Strategies
Big banks have something most credit unions don’t: massive marketing budgets and flashy perks that catch members’ attention. They offer travel credits, streaming subscriptions, and premium rewards programs. Meanwhile, credit unions are stuck trying to compete with limited resources and static benefit packages that nobody uses. Not surprisingly, members look elsewhere for rewards. Non-interest income […]
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, […]