The Credit Union 2.0 blog gives you all the tools you need to see the forest for the trees.
When I first started writing for credit union audiences, I was nervous. I could talk about technology, but I’d never worked in a financial institution before.
And then I learned that most credit unions weren’t yet on the cloud.
Continue reading “On the Cloud? Get SaaS Optimization ASAP!”
At CU 2.0, we think that marketing automation is necessary for any organization that cares about digital engagement. It’s why we recommend it to every credit union:
Continue reading “Marketing Automation for Credit Unions: It’s Total Expert vs Everyone”
Early last year, I caught a cold. It was mere weeks after the first handful of COVID-19 cases were reported in our city. You can imagine how I felt.
Continue reading “Credit Union Succession Plans: Not All Disruption Is Digital”
My partner and I would like to buy a house. We’re both Millennials in our 30s and we make enough money to dream about buying a home sometime soon. The problem is that a small fixer-upper where we live costs well over $300k.
Continue reading “Modernizing the Borrower Experience with Nonbank Mortgage Servicers like Valon”
When I thought my old 4×4 finally kicked the bucket last month, I started looking at new cars. But car salespeople have a reputation for being pushy and not entirely trustworthy. So, I browsed dealer inventories online, and whenever I wanted more info, I asked their chatbot.
I loved it! It was surprisingly human. And I got to engage on my own terms without any high-pressure sales tactics. Only when I was considering a test drive did I engage with an actual person.
And that’s because the site chatbot got my contact info and helped me schedule a visit.
Credit unions should take note.
Continue reading “Do You Trust AI for Member Service at Your Credit Union?”