Credit Union AI Readiness Assessment
This assessment may help you understand how prepared your credit union is to adopt AI technologies. Please select the option that best describes your current situation for each question. You may see where you’re doing well and where there might be room for improvement. If you want to score yourself, use the following rubric: A […]
The Next Credit Union Hire: Your AI Leader
Sooner or later, every credit union will have someone in charge of AI. Maybe not tomorrow. Maybe not this year. But the role is coming. AI is no longer a side project you can hand off to a junior analyst in their spare time. It’s shaping how credit unions work, how members are served, and […]
AI Needs to Be a Priority in 2026
AI use needs to be on your 2026 strategic plan. That’s it. Full stop. We’ve spoken with countless credit unions about AI. We’ve also worked closely with several to uplevel their AI abilities. That’s why we feel so confident saying: Credit unions are way, way behind. In 2026, You need to do more. Where Credit […]
Using AI Responsibly at Work
It doesn’t matter if you use AI at work today. Ask yourself: In the next 5 years, will you use AI more or less at work? More, right? Which means everyone needs to know how to use AI responsibly. This is especially true for any task or role that uses generative AI. At the end, […]
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 […]
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 […]
Where Are Credit Unions on the AI Adoption Curve?
We’re all hearing about AI. Boardrooms are buzzing. Vendors are name-dropping ChatGPT. And some CEOs are wondering if they need a Chief AI Officer, while others are still trying to remember their DocuSign password. So, let’s cut through the buzz and map it out. Where are credit unions on the AI adoption bell curve? Innovators: […]
A Primer on AI Agents for Credit Unions
If you don’t already know what it is, you’ve probably heard the term: AI Agent. Flashy. Sounds super secret. A little bit of Bond meets Mission Impossible, but inside The Matrix. But what is an AI agent, really? What can it do for credit unions? And… are they worth paying attention to (yet)? Let’s dig […]
SEO vs. GEO: What Credit Union Marketers Should Know
Search engine optimization (SEO) has been a thing for decades now. We all know the drill—get your website to rank higher so more people click through. But is that enough? AI-powered search engines—like Google’s Search Generative Experience (SGE) and Bing Chat—are changing how people search the internet and get answers. That’s where Generative Engine Optimization […]