CU 2.0 and Total Expert partner to provide industry-leading marketing automation services to credit unions. The industry shift toward remote banking and omnichannel communications requires more robust, multifaceted connections with members. This partnership will provide new opportunities for credit unions to modernize their approach to serving members. Continue reading “Total Expert partners with CU 2.0 to improve the credit union member experience”
Category: Member experience
Do You Trust AI for Member Service at Your Credit Union?
When I thought my old 4×4 finally kicked the bucket last month, I started looking at new cars. But car salespeople have a reputation for being pushy and not entirely trustworthy. So, I browsed dealer inventories online, and whenever I wanted more info, I asked their chatbot.
I loved it! It was surprisingly human. And I got to engage on my own terms without any high-pressure sales tactics. Only when I was considering a test drive did I engage with an actual person.
And that’s because the site chatbot got my contact info and helped me schedule a visit.
Credit unions should take note.
Continue reading “Do You Trust AI for Member Service at Your Credit Union?”
Digital Transformation: How Automating Member Support Leads to Growth
Even before COVID-19, consumers have increasingly turned toward chatbots to help them with digital requests. Now that social distancing and work-from-home policies are normal, the chatbot trend is accelerating.
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How to Be a Borrower-First Mortgage Servicer
Taking out a home loan is a big step for anyone. As a credit union, you provide personal, community level service that other financial institutions can’t. You probably want your members’ mortgage lending experience to feel as personal as the rest of your interactions.
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The Digital Experience: Why You Need to Survey Members
COVID-19 has changed a lot of things in the last few months. Almost all of our shopping and service needs are online now. Members of credit unions are having to rely on digital channels more than ever before. There has been a massive increase in mobile and online banking since the pandemic started.
Continue reading “The Digital Experience: Why You Need to Survey Members”