Best New Online Account Opening Providers for Credit Unions
The first interaction a new (potential) member has with your credit union is opening an account. It sets the tone for your entire relationship. How do you want that interaction to go? Think carefully. The answer matters—maybe more than you know. Read on to learn more about the best new online account opening providers for […]
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 […]
Credit Union Financial Education and Wellness Guide
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 of recession, high inflation, soaring consumer good costs, high interest rates, stagnant wages, and many high-profile […]
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: […]
CU 2.0 Account Opening and Onboarding Guide
Let’s face it—if you’re about to join a credit union, and they bring out a stack of paperwork, it’s game over. You’ll walk out and find someplace that isn’t stuck in 1995. And if you nodded in recognition as you read that, imagine how Millennials, Gen Z, and Gen Alpha feel when their online account […]
The Best New Member Onboarding Solutions for Credit Unions
For credit unions, bringing in new members is only part of the challenge. The real test is making sure those new members feel welcomed, supported, and ready to make the most of their membership. Unfortunately, many onboarding processes don’t deliver. In fact, 44% of new checking accounts go inactive within the first year. Considering that […]
Credit Union Deposits and Liquidity Provider Guide
The downloadable version of this guide is available here. This 2.0 Guide is intended to show the state of liquidity-enabling and deposit generating fintechs and how they help credit unions maintain their ability to meet short-term obligations. For the purposes of this guide, managing liquidity comes in two primary forms. First, there’s generating deposits. Second, […]
The Best Credit Union Personal Loan Facilitators
We know—lending hasn’t enjoyed quite the popularity of deposits and liquidity recently. But “credit” is literally part of the credit union name. What are you going to do… not lend? The reality is that lending is still critical. It’s revenue. It’s memberization. It’s community support and development. The key is lending smarter, better, and from […]
Datava, Data, and the Power of Personalization
Credit unions used to differentiate through the member experience. When members walked into the branch, they were greeted by name with a smile. They got the best rates and terms. But new technologies and trends have narrowed the gap between the credit union and fintech/big bank experiences. Read on to see what we mean—and how […]