How to Share a Custom GPT With Your Credit Union Team
A step-by-step guide to sharing a Custom GPT with your entire credit union team. Distribute AI tools securely and consistently within your ChatGPT workspace.
How to Set Up Claude Projects for Your Credit Union Team
Learn how to set up Claude Projects for your credit union team. Organize AI conversations, share context across sessions, and collaborate more effectively with AI.
How to Write Better Prompts in Claude: A Practical Guide for Credit Union Executives
A practical guide to writing better prompts in Claude for credit union executives. Get more accurate, useful AI responses with simple, proven prompt techniques.
How to Install Claude Desktop on a Windows PC (Step-by-Step for Credit Union Teams)
Step-by-step guide to installing Claude Desktop on a Windows PC for credit union teams. Get set up in minutes and start using AI more powerfully at your desk.
Fintech Platforms for Credit Union Member Engagement
Member engagement. It’s that thing everyone talks about at conferences but struggles to actually deliver on. It’s something that pops up in strategic planning sessions, and then… drops in priority through the year. Your members need more touchpoints, but other things jump the line. “Engagement” stays stuck in the “someday” pile. Still, the right fintechs […]
AI Predictions for Credit Unions in 2026
These are our least-spicy AI predictions for credit unions in 2026. Nothing here requires a crystal ball or a huge leap of faith. These predictions are about trends already in motion that will (probably) become unavoidable by year-end. But here’s perhaps our spiciest take, and it’s not even on the list: AI represents a larger […]
How to Compete with Big Banks Using Netflix and Amex Strategies
Big banks have something most credit unions don’t: massive marketing budgets and flashy perks that catch members’ attention. They offer travel credits, streaming subscriptions, and premium rewards programs. Meanwhile, credit unions are stuck trying to compete with limited resources and static benefit packages that nobody uses. Not surprisingly, members look elsewhere for rewards. Non-interest income […]
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 […]
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, […]