The Best Credit Union CRM Software
This is not a complete list! Download our full Credit Union CRM and CXM Guide here. 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… And more. Larger companies have been using CRM software for years […]
Vertice AI’s Data-Driven Credit Union Member Engagement Platform
Ask 10 people what growth marketing is and you’ll get 11 different answers. Consequently, it’s hard to make sure everyone’s on the same page when it comes to strategies to grow credit union member engagement and participation. In credit unions, this is especially true. Should you start with developing an indirect dealer network? What about […]
10 Social Media Tips for Credit Unions
So much has changed in social media in the last few years. TikTok is even bigger. Twitter is now “X.” LinkedIn feels like the new Facebook, and Facebook is a ghost town of ads and conspiracy theorists. If this sounds daunting, don’t worry! You’re not alone. Everyone—even the “experts”—look for a little refresher on social […]
Credit Union Financial Advisors Are Losing to TikTok (feat. Wellthi)
There are more than 141 million Millennials and Gen Zers. Gen Alpha is just coming into banking age now that youth accounts are taking off. This is a really, really big market. It’s nearly half of the United States’ population. And credit unions are doing a historically bad job of catering to them. In fact, […]
The Best New Credit Union Core Software with Fintech-Friendly Values
The credit union world is getting faster paced, like it or not. AI—and the slew of new fintech solutions powered by it—calls for nimble, tech-ready architecture to support it. Legacy cores, while dependable, often lack the agility needed to keep up with the rapid evolution of fintech. That is, unless you love waiting a year […]
Open Banking Solutions and Credit Union Collections
For several years throughout the pandemic, delinquency rates were low. And by low, we mean low low. However, in 2022, we’re starting to see signs that delinquencies are charge-offs are increasing. Of course, there are numerous factors about why delinquencies are rising. And there are many ways that credit unions can support their members as […]
Housetable and Fully Digital Home Improvement Lending
This is America. We have various but predictable wants. Whatever we want, we want it more, better, and faster. Fortunately, those adjectives are also the keys to growth and innovation. More, better, and faster perfectly encapsulates everything about housing in the last few years… and now, more, better, and faster describe the demand for home […]
All Aboard the Fintech Service Bus: Accelerating Digital Transformation
This piece is based off of a roundtable discussion at the CU 2.0 Brainstorm Event in January 2022. It’s not intended to be comprehensive—rather, it will provide a quick look at emerging trends in fintech service bus strategies for credit unions. Several Brainstorm Event panelists suggested that credit unions are now technology providers. If that’s […]
Autonomous Banking Powered by AI-Based Tools
This piece is based off of a roundtable discussion at the CU 2.0 Brainstorm Event in January 2022. It’s not intended to be comprehensive—rather, it will provide a quick look at emerging trends in autonomous and AI-based banking technology. In this session, the expert panel discusses the advantages and limitations of AI and the role […]
Credit Union SEO Optimization Tips for Content Marketing
Your credit union competes for more than the best rates on mortgages and auto loans. You also compete for visibility on the internet. That is, on Google’s (or Bing’s) search engine results pages. If you’re on the first page for a given query—or in the top 3 results—you’re doing well. If you’re not, you effectively […]