A Primer on AI Agents for Credit Unions
If you don’t already know what it is, you’ve probably heard the term: AI Agent. Flashy. Sounds super secret. A little bit of Bond meets Mission Impossible, but inside The Matrix. But what is an AI agent, really? What can it do for credit unions? And… are they worth paying attention to (yet)? Let’s dig […]
CU 2.0 Account Opening and Onboarding Guide
Let’s face it—if you’re about to join a credit union, and they bring out a stack of paperwork, it’s game over. You’ll walk out and find someplace that isn’t stuck in 1995. And if you nodded in recognition as you read that, imagine how Millennials, Gen Z, and Gen Alpha feel when their online account […]
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 […]
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 […]
A Look into Woop’s Insurance Verification for Credit Unions
Let’s talk about insurance verification for your members. Do you offer it? And should you? And… what do we mean by “insurance verification,” exactly? Here, we’re talking about making sure that your members have adequate home and auto insurance. Many don’t. And that can cause problems. But, if you do offer insurance verification, you can […]
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 […]
Turning Member Feedback into Results
It’s never good enough to simply have member feedback. You have to actually use it, too. If you want to ensure that your members’ voices aren’t just heard, but are acted upon effectively, tune into this member experience webinar. LiveSurvey CEO David Deckelmann hosts Customer Experience Expert Charlene Foley from SEE Me CX, inc. The […]
Datava, Data, and the Power of Personalization
Credit unions used to differentiate through the member experience. When members walked into the branch, they were greeted by name with a smile. They got the best rates and terms. But new technologies and trends have narrowed the gap between the credit union and fintech/big bank experiences. Read on to see what we mean—and how […]
Dear Credit Unions: Financial Education Isn’t Enough
You’ve probably seen headlines that say things like “74% of Gen Z wants access to more financial education,” or “Gen Z isn’t financially literate (yet).” The gist of all these articles is the same: Young people say that financial literacy will alleviate some of their money problems. But let’s not pretend that financial education is […]
Death of a Member? The Best Solutions for Credit Unions
A percentage of credit union members pass away each year. Their accounts close and their assets transfer to inheritors. On top of grief, inheritors deal with the logistical nightmare of financial paperwork. This is not the most comfortable topic to discuss, but it’s still incredibly important. Read on to see how your credit union can […]