Join Credit Union 2.0 at This Year’s Digital Sales & Marketing World!
Are you in sales, marketing, or management? Do you work at a credit union or another financial institution? Or do you work at a fintech or other technology startup? And, most importantly, do you want to learn more about how to improve your digital sales and marketing? If you answered yes to any of the […]
Customer Effort, Member Experience, and Credit Union Digital Transformation
The American Customer Satisfaction Index (ACSI) is an annual survey conducted by the University of Michigan’s Ross School of Business. It measures consumer satisfaction with the goods and services provided across a broad range of industries. This last year, the survey found that banks surpassed credit unions in customer satisfaction. While it certainly doesn’t sound […]
Preparing Your Credit Union for the Coronavirus
The Coronavirus continues to spread rapidly through China, and it’s difficult to find accurate numbers of its victims. Although most China and most countries have done a good job of containing the virus within borders, all borders are porous. As it grows, the chance that it might sweep other countries increases.
Should You Outsource Your Credit Union’s Statement Processing?
Statements. Notices. Tax forms. You name it. Handling paper notices—and converting people to eStatements—can be both tedious and costly. To counter that, your credit union may consider outsourcing its statement processing. Aside from time and cost savings, outsourced statement processing offers other benefits: Closer attention to detail High accuracy and quality Opportunities for marketing and […]
CU 2.0’s On-Page SEO Checklist
Most credit unions use content for inbound marketing in some capacity. But from what we’ve seen, most credit unions don’t follow many (if any) best practices. So, we’ve put together a brief on-page SEO checklist for copywriting. This is not an exhaustive list, and it doesn’t cover most of the technical side of things. Also, […]
Foresight is 2020: Credit Union Budget Ideas for the Coming Year
It’s that time of year again. You’ve got big ideas, good intentions, and only so much money to go around. Which necessities should make your 2020 credit union budget? Well, we’ve got a few ideas about that. However, we were beaten to the punch! Ongoing Operations wrote up some budget ideas that we really liked. […]
Six Steps to a More Innovative Credit Union
The credit union industry is changing, whether we like it or not. We speak with members over social media. We automate tedious processes. Some of us are experimenting with AI. These technology trends are going to continue. And they’ll continue to affect our industry.
How Much Do CU Employee Benefits Impact Your Return on Assets?
It’s that time of year again! Time to see who’s been bad or good, scope out shiny new tools, and make wish lists. And no, we’re not talking about the holidays. It’s credit union budgeting season. Time to decide your fate for the next year. Will you have enough money for everything you need? Or […]
Survey Strategy Ideas: Which Questions Get the Best Response Rates?
Almost exclusively in this blog, I write about financial matters. Not today. Today, I want to talk about survey ideas. Specifically, I want to talk about the types of questions in a survey, questionnaire, or what-have you.
The Easy Way to Speed Up Your Credit Union Audits by 25%
There are only a few things one can be sure of in this world: death, taxes, and audits, apparently. The credit union regulatory space is, let’s say, rigorous. (Stifling seems like such a harsh word.) But it’s true. As smaller credit unions continue to disappear, either through consolidation or some other dark magic, some doomsayers […]