Dear Credit Unions: Financial Education Isn’t Enough

credit union financial education starlight

You’ve probably seen headlines that say things like “74% of Gen Z wants access to more financial education,” or “Gen Z isn’t financially literate (yet).” The gist of all these articles is the same: Young people say that financial literacy will alleviate some of their money problems. But let’s not pretend that financial education is […]

Credit Union Strategic Planning Facilitators Guide

credit union strategic planning facilitator guide

Download the full Credit Union Strategic Planning Facilitator Guide here. The leaves are falling. The smell of warm toner is in the air. Yup—it’s budget season, which means it’s also time for credit union strategic planning.

The Best Credit Union Liquidity Tools (to Generate Deposits)

guac credit union deposit generation app

It might be overblown to call it a “credit union liquidity crisis,” but there certainly is a pressing need for deposits. So, what can credit unions do? For starters, they can provide members with the tools they need to achieve their own financial goals. By helping members save, credit unions can guarantee themselves deposits. It’s […]

The Best Credit Union CRM Software

The best credit union crm software from cu 2.0

This is not a complete list! Download our full Credit Union CRM and CXM Guide here. Customer Relationship Management (CRM) software helps organizations manage interactions with current and prospective customers. CRMs assist in managing contact lists, tracking and measuring engagement, automating workflows, and reporting…

Death of a Member? The Best Solutions for Credit Unions

credit union death of a member solutions with ribbon

A percentage of credit union members pass away each year. Their accounts close and their assets transfer to inheritors. On top of grief, inheritors deal with the logistical nightmare of financial paperwork. This is not the most comfortable topic to discuss, but it’s still incredibly important. Read on to see how your credit union can […]

Retaining Deposits After Member Retirement (ft. Silvur)

credit union deposit retention from retirees with social security silvur

Much ado is already being made about the great generational wealth transfer on the horizon. We’ve made some ado of it ourselves. But before the big wealth transfer even, there’s another one on the horizon: Retirees dramatically consolidate their FI relationships as they enter retirement because they want to simplify their lives and hold onto […]

Vertice AI’s Data-Driven Credit Union Member Engagement Platform

credit union member engagement platform from vertice ai

Ask 10 people what growth marketing is and you’ll get 11 different answers. Consequently, it’s hard to make sure everyone’s on the same page when it comes to strategies to grow credit union member engagement and participation. In credit unions, this is especially true. Should you start with developing an indirect dealer network? What about […]

Best Credit Union Conferences of 2024 

the best credit union conferences 2024

We did conference research so you don’t have to! Well, maybe 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 the […]

Balancing Stronger Security with Member Experience

Credit union identity protection from Cozera id-go and cu 2.0

Two monumental figures loom large these days: $4 billion in consumer identity protection costs (like LifeLock), and a whopping $40 billion institutional burden to cover the fraud, and that doesn’t even include the cost of cybersecurity to combat fraud. So how do credit unions continue to add layers of security without also adding more complexity […]

2023: My Year in Review for Credit Union AI

kirk drake credit union ai year in review

By Kirk Drake In the rollercoaster realm of fintech, 2023 has been less of a gentle carousel and more of a loop-the-loop thrill ride. While my 2020 tome Financial: Helping Financial Executives Prepare for an Artificial World covered ChatGPT, even my crystal ball didn’t foresee the speed of AI developments in 2023. This year, AI […]