Fail Forward Fast: Credit Union Lessons from the Fintech World
Many fads deserve to be forgotten: Fidget spinners. Eating tide pods. Super baggy jeans. But not all trends are bad. Some trends hint at better ways of doing things. Without trends, we wouldn’t have text messaging, online video tutorials, or ridesharing. Credit unions can learn a lot from the fintechs they partner with. And it […]
Credit Union Premium Checking: Is It Worth It?
Everybody loves free checking. It’s accessible and has a powerful membership draw. However, premium checking could be just as strategically important, if not more. It provides value to members while also driving revenue for the credit union. Should your credit union offer premium checking? Maybe. It’s definitely worth consideration. Offering a higher-tier, paid membership that […]
Fintech, Credit Union, and the Future
The world of fintech credit union relationships used to feel like a high-stakes wrestling match. For years, financial technology seemed like a threat trying to steal your members. Today, the script has completely flipped. Fintech is now the best tool to make your credit union stronger and more member-focused. Now, it’s clear there’s no need […]
Credit Union Technology Trends in 2026
What are credit union executives prioritizing in the next two years? If you’re a credit union executive, you know the drill. The industry is always shifting, and the list of priorities can feel a mile long. You’ve got to manage risk, attract new members, keep the lights on, and somehow find time to plan for […]
ScreenSteps, Credit Unions, and the Promise of Knowledge Management
Picture a new member service rep in week two. The phone rings. It’s a card dispute with a small twist. They open a binder, then SharePoint, then chat with a supervisor. The answer exists somewhere, but not where they are. The call takes longer than it should, and the next call waits. Nobody’s bad at […]
Immediate Loan Funding Is a Member Experience Issue
More than 40% of borrowers abandon a loan application if funding takes more than a few days. Mega banks and fintechs are funding in minutes. Many credit unions are still taking days or weeks, and losing members at the very moment they need them most. Every loan is a little stressful for the borrower. Maybe […]
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 […]
Technology Tips for Branch Managers
As Internet banking began to pick up steam in the late 90s, lots of people predicted that brick-and-mortar credit union branches would eventually fade away. Of course, they were wrong. As the market matured, it became clear that branches still had a place in the financial landscape. There are just some things that members either […]
Which Credit Union Jobs Are in Danger of Being Automated by AI?
As credit unions evaluated AI in recent years, the buzz around job automation shifted from hopeful to urgent. When the original post ran in 2022, AI was still emerging. Now, in 2025, advanced AI tools are part of everyday workflows—even in slower‑adopting sectors like ours. It’s time to revisit which roles are changing…and what you […]
The Credit Union Data Analytics 2.0 Provider Guide
Credit unions often lag competitors, technologically. Technological needs must be balanced with service, growth, and profit; often, those needs compete with fintechs, compliance, IT security, and ever-changing regulations. Fortunately, credit unions have access to data—sometimes, that includes data from other credit unions. Yet, having data and leveraging it are two completely different issues. That’s where […]