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 […]
A Look into Woop’s Insurance Verification for Credit Unions
Let’s talk about insurance verification for your members. Do you offer it? And should you? And… what do we mean by “insurance verification,” exactly? Here, we’re talking about making sure that your members have adequate home and auto insurance. Many don’t. And that can cause problems. But, if you do offer insurance verification, you can […]
Credit Unions Can Truly Engage with Members Thanks to Nook
Do you have any “friends” that seem to come around when they need something? Their social call for coffee is actually a request for advice or a job recommendation. Or maybe you own a truck and they’re moving next weekend… What if your credit union is acting like that friend toward your members? Unfortunately, that […]
Credit Union Financial Education and Wellness Guide
The downloadable version of this guide is available here. Financial education and wellness are big topics these days. Anyone reading this guide has likely heard statistics about how many people live paycheck to paycheck or how few people have $600 socked away for an emergency. With ongoing talk of recession, high inflation, soaring consumer good […]
Credit Union AI Readiness Assessment
This assessment may help you understand how prepared your credit union is to adopt AI technologies. Is it perfect? Well… Is it comprehensive? Nooo. Is it a darn good start? You bet! Please select the option that best describes your current situation for each question. You may see where you’re doing well and where there […]
Turning Member Feedback into Results
It’s never good enough to simply have member feedback. You have to actually use it, too. If you want to ensure that your members’ voices aren’t just heard, but are acted upon effectively, tune into this member experience webinar. LiveSurvey CEO David Deckelmann hosts Customer Experience Expert Charlene Foley from SEE Me CX, inc. The […]