New “Credit Union Core” Values with Fintech-Friendly Core Software
The credit union world is getting faster paced, like it or not. AI—and the slew of new fintech solutions powered by it—calls for nimble, tech-ready architecture to support it. Legacy cores, while dependable, often lack the agility needed to keep up with the rapid evolution of fintech. That is, unless you love waiting a year […]
Credit Union Financial Education and Wellness Guide
The downloadable version of this guide is currently in production. Download our other full guides 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 […]
What Is a Fintech Enablement Platform (and Why Would Credit Unions Want One?)
Credit unions have wide and varied technology needs. One credit union might be on the hunt for a product that another credit union deployed a decade ago. And those two products might end up totally different to suite their respective memberships. The result is that there’s no clear path toward digital transformation. And yet, the […]
The Synergistic Power of CUCopilot and MS Copilot: A Game-Changer in Credit Union Operations
By Kirk Drake In the world of financial technology, especially within the credit union sector, navigating the maze of tools and platforms can be both an opportunity and a challenge. Today, we’re diving into why your credit union should not only use MS Copilot but also think about integrating it with CUCopilot. The value here […]
Credit Union Wealth Services and Investment Management Guide
Download the full guide here. This 2.0 Guide is intended to show the state of investment services providers and how they help credit unions provide wealth-building options for their members. It should also offer some perspective about why digital investment platforms are necessary for credit unions to compete with fintech and big bank providers. Wealth […]
Credit Union Buy Now, Pay Later (BNPL) Guide
Download the full guide here. This UI/UX 2.0 Guide is intended to show the state of Buy Now, Pay Later (BNPL) in the U.S. It should also offer some perspective about why BNPL deserves more attention as a growth channel, why digital and installment payment options are important, and which providers your credit union can […]
CUSOs and Innovation: A Deep-Dive into Their History and Future Disruptions
You might already think of Credit Union Service Organizations (CUSOs) as the unsung heroes of the finance industry. But dig a little deeper, and you’ll find that, unsung or not, these stalwarts have a history that resonates with innovation. From conceptualization to modernization, they’ve revolutionized financial services, especially in credit unions. I invite you to […]
Credit Union UI/UX and Mobile Banking Guide
Download the full guide here. This UI/UX 2.0 Guide is intended to show the state of mobile banking in the U.S. It should also offer some perspective about why mobile banking deserves more attention as a growth channel, why UI and UX are important, and which providers your credit union can trust to improve your […]
The Best Credit Union CRM Software
This is not a complete list! Download our full Credit Union CRM and CXM Guide here. Customer Relationship Management (CRM) software helps organizations manage interactions with current and prospective customers. CRMs assist in managing contact lists, tracking and measuring engagement, automating workflows, and reporting…
Fintech Investment Funds for CUs by CUs
By Kirk Drake and Chris Otey The financial services industry is undergoing a digital transformation driven by AI, machine learning, the Internet of Things (IoT), and blockchain. Quality of service is changing from traditional local branches and long-term relationships to digital solutions that are easy to use and cost less. Credit unions are at risk […]