Credit Union CRM and CXM Guide
Download the full guide here. The goal of Customer Relationship Management (CRM) is to improve and manage interactions with members. CRMs help credit unions manage member information, track interactions, and facilitate communication. This includes capturing member details, tracking leads, recording transactions, and segmenting members based on their preferences or behaviors. CRMs help credit unions organize […]
Home Lending Provider Guide
This Home Lending 2.0 Guide is intended to show the state of home lending in the U.S. It’ll offer some insight about lending trends and the role that fintechs play in driving those trends. It’ll also explore challenges facing traditional home lenders. Additionally, this guide will dive into borrower expectations and preferences—especially in light of […]
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, […]
Credit Union Financial Education and Wellness Guide
The downloadable version of this guide is available 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 of recession, high inflation, soaring consumer good […]
Credit Union Strategic Planning Facilitators Guide
Download the full Credit Union Strategic Planning Facilitator Guide here. The leaves are falling. The smell of warm toner is in the air. Yup—it’s budget season, which means it’s also time for credit union strategic planning.
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 […]
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 […]
Checking 2.0 Guide
This Checking 2.0 Guide is intended to show the state of checking accounts in the U.S. It’ll offer some insight about premium, paid, and bundled accounts, as well as services and capabilities that are generally considered table stakes in today’s banking environment.
Credit Union Custom Software Developer Guide
This 2.0 Guide is intended to show the state of custom software development for credit unions, including why it’s a viable pathway to digital transformation, common projects, and evaluation strategies for custom development companies. This guide should also offer some perspective about why keeping a development partner is a good idea for any credit union […]