How to Share a Custom GPT With Your Credit Union Team
A step-by-step guide to sharing a Custom GPT with your entire credit union team. Distribute AI tools securely and consistently within your ChatGPT workspace.
How to Set Up Claude Projects for Your Credit Union Team
Learn how to set up Claude Projects for your credit union team. Organize AI conversations, share context across sessions, and collaborate more effectively with AI.
How to Write Better Prompts in Claude: A Practical Guide for Credit Union Executives
A practical guide to writing better prompts in Claude for credit union executives. Get more accurate, useful AI responses with simple, proven prompt techniques.
How to Install Claude Desktop on a Windows PC (Step-by-Step for Credit Union Teams)
Step-by-step guide to installing Claude Desktop on a Windows PC for credit union teams. Get set up in minutes and start using AI more powerfully at your desk.
Building Custom GPTs for Credit Unions
Custom GPTs let credit union executives stop re-prompting from scratch every time. In under five minutes, you can build a reusable AI assistant for board reports, job postings, minute-taking, and more.
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 […]