Investment Accounts for Kids: Where Credit Unions Fit In
Don’t work at a credit union, but like what you see? Head to UNest to open an investment account for your kids today! Most of my friends and I are so close to 40 that it looks blurry now. Most of us have kids (I don’t) and multiple app-based investment accounts (I do). Naturally, there’s […]
AI Case Study: QCash
This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based small-dollar lending for credit unions, QCash. Stay tuned to the CU 2.0 blog while we feature more excerpts from our financial guide to AI! Purveyors of short‑term credit and small‑dollar […]
AI Case Study: Digital Onboarding
This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based digital onboarding for credit union members, Digital Onboarding.
AI Case Studies: FlexPay
This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based decline salvage for fraud prevention, FlexPay.
AI Case Studies: Posh Technologies
This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based credit union chatbots. Posh Technologies’ conversational AI includes capabilities for web, SMS, social, mobile, IVR, and home digital assistants, such as Amazon Echo and Google Home. Stay tuned […]
AI Case Study: Grain Technologies
This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This particular case study was cut for space from the book. However, the book features more than a dozen explorations of AI-based fintechs. Stay tuned to the CU 2.0 blog while we feature more excerpts from our financial guide to AI!
CU 2.0 Podcast Episode 135 Joel Schwartz DoubleCheck and NSF Fees
Overdraft fees are big business for most financial institutions and it’s estimated that 20% of credit union members, one in five, have an NSF annually. The worse news is that the credit union’s NSF fee is just the start of the consumer’s pain. Joel Schwartz, founder and co-CEO of DoubleCheck, a Los Angeles company with an […]
Total Expert partners with CU 2.0 to improve the credit union member experience
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.
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 […]
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.