A Quick Guide to Credit Union Member Acquisition Costs
In a perfect world, the reputation of any given credit union would precede it. People would flock from far and wide to join thanks entirely to word of mouth. Not a dime would be spent on marketing. Unfortunately, it’s not a perfect world. Any credit union growth strategy is going to rely on marketing for […]
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 […]
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 […]
SEO vs. GEO: What Credit Union Marketers Should Know
Search engine optimization (SEO) has been a thing for decades now. We all know the drill—get your website to rank higher so more people click through. But is that enough? AI-powered search engines—like Google’s Search Generative Experience (SGE) and Bing Chat—are changing how people search the internet and get answers. That’s where Generative Engine Optimization […]
What Credit Union Marketing Automation Is and Why It Matters
Credit unions work hard to serve their members, but reaching the right people at the right time isn’t always easy. Digital marketing brings in traffic, but getting that traffic to convert—whether it’s opening an account, applying for a loan, or signing up for a new service—can be challenging. Many credit unions still rely on broad, […]
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 CRM and CXM Guide
Download other guides 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 and […]
Credit Unions Can Truly Engage with Members Thanks to Nook
Do you have any “friends” that seem to come around when they need something? Their social call for coffee is actually a request for advice or a job recommendation. Or maybe you own a truck and they’re moving next weekend… What if your credit union is acting like that friend toward your members? Unfortunately, that […]
Best Credit Union Marketing Platforms (CDPs and MCIFs)
At the time of writing, there are too many credit union marketing platforms to list. If we tried really hard, we might be able to list all the different types… But let’s start with a segment of marketing tools that help credit unions grow by delivering personalized member journeys. This is about individualization. Right member, […]
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.