The Best Credit Union CRM Software for 2022

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…

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Is It Time for a New Website at Your Credit Union?

LOOK AT IT FROM A CONSUMER’S STANDPOINT. HOW WOULD YOU RATE THE USER EXPERIENCE?

By Dylan Bloniarz, soon-to-be graduate from St. Edwards University’s Master’s program in Digital Marketing and Data Analytics. This blog is about credit union web design. He is currently redesigning his credit union’s website. You may find the original post here.

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Why You Need to Join the Fintech Meetup

Fintech Meetup is a massive online networking event. It brings together ~4,000 financial services professionals (mostly executives) for three days of meeting and networking.

Based on the success of the last event, we’re positive that you’ll find a lot to like about this one. In fact…

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The Rise of the Credit Union Service Organization (CUSO)

This piece is based off of a roundtable discussion at the CU 2.0 Brainstorm Event in July 2021. It is not intended to be comprehensive—rather, it will provide a cursory introduction to trends and questions surrounding credit union service organizations (CUSOs).

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Investment Accounts for Kids: Where Credit Unions Fit In

Don’t work at a credit union, but like what you see? Head to UNest to open an investment account for your kids today!

Most of my friends and I are so close to 40 that it looks blurry now. Most of us have kids (I don’t) and multiple app-based investment accounts (I do). Naturally, there’s a growing demand in this demographic for investment apps for kids.

Credit unions, take note!

Offering app-based financial wellness and investing accounts for kids is a member need… in a market segment credit unions typically fail to attract (Millennials and older Gen Zers).

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