Credit Union Strategic Planning Topics
Read the whole credit union strategic planning guide here. Ahhh, credit union strategic planning. Is it something you look forward to? Or is it more of a necessary evil? The last few years have made it clear that credit unions need to stay ahead of industry changes. Digital transformation, risk management, and evolving member expectations […]
Best New Online Account Opening Providers for Credit Unions
The first interaction a new (potential) member has with your credit union is opening an account. It sets the tone for your entire relationship. How do you want that interaction to go? Think carefully. The answer matters—maybe more than you know. Read on to learn more about the best new online account opening providers for […]
Understanding the Credit Union Strategic Planning Process
Read the whole credit union strategic planning guide here. For some, strategic planning is just a meeting. For others, it’s a foundation for the credit union’s future. A well-structured plan aligns leadership, optimizes resources, and outlines priorities so you don’t get distracted throughout the year. This article outlines the strategic planning process. We’ll address why […]
What Credit Union Marketing Automation Is and Why It Matters
Credit unions work hard to serve their members, but reaching the right people at the right time isn’t always easy. Digital marketing brings in traffic, but getting that traffic to convert—whether it’s opening an account, applying for a loan, or signing up for a new service—can be challenging. Many credit unions still rely on broad, […]
The Best New Member Onboarding Solutions for Credit Unions
For credit unions, bringing in new members is only part of the challenge. The real test is making sure those new members feel welcomed, supported, and ready to make the most of their membership. Unfortunately, many onboarding processes don’t deliver. In fact, 44% of new checking accounts go inactive within the first year. Considering that […]
Credit Union CRM and CXM Guide
Download other guides here. The goal of Customer Relationship Management (CRM) is to improve and manage interactions with members. CRMs help credit unions manage member information, track interactions, and facilitate communication. This includes capturing member details, tracking leads, recording transactions, and segmenting members based on their preferences or behaviors. CRMs help credit unions organize and […]
Home Lending Provider Guide
This Home Lending 2.0 Guide is intended to show the state of home lending in the U.S. It’ll offer some insight about lending trends and the role that fintechs play in driving those trends. It’ll also explore challenges facing traditional home lenders. Additionally, this guide will dive into borrower expectations and preferences—especially in light of […]
Credit Union Deposits and Liquidity Provider Guide
The downloadable version of this guide is available here. This 2.0 Guide is intended to show the state of liquidity-enabling and deposit generating fintechs and how they help credit unions maintain their ability to meet short-term obligations. For the purposes of this guide, managing liquidity comes in two primary forms. First, there’s generating deposits. Second, […]
Halitra Makes Credit Union Mortgages Bigger (and Greener)
Millions of homeowners undertake home renovations annually. These days, they’re into energy efficient upgrades. Unfortunately, members don’t know which energy upgrades make financial sense and too often homeowners finance home renovations outside of credit unions. Halitra’s software acts like energy efficiency radar for loan officers, which enables credit unions to add energy upgrade top ups […]
Thoughts on Vertice AI’s Partnership with Vizo Financial
Credit unions are known for their commitment to members. Yet, they’re not known for cutting edge tech or deep, digital engagement. Especially when it comes to using data to fuel those relationships. Standard data reports are useful, that’s hardly enough these days. Credit unions need clear, actionable strategies to help them connect with members and […]