The Next Credit Union Hire: Your AI Leader
Sooner or later, every credit union will have someone in charge of AI. Maybe not tomorrow. Maybe not this year. But the role is coming. AI is no longer a side project you can hand off to a junior analyst in their spare time. It’s shaping how credit unions work, how members are served, and […]
AI Needs to Be a Priority in 2026
AI use needs to be on your 2026 strategic plan. That’s it. Full stop. We’ve spoken with countless credit unions about AI. We’ve also worked closely with several to uplevel their AI abilities. That’s why we feel so confident saying: Credit unions are way, way behind. In 2026, You need to do more. Where Credit […]
Using AI Responsibly at Work
It doesn’t matter if you use AI at work today. Ask yourself: In the next 5 years, will you use AI more or less at work? More, right? Which means everyone needs to know how to use AI responsibly. This is especially true for any task or role that uses generative AI. At the end, […]
Which Credit Union Jobs Are in Danger of Being Automated by AI?
As credit unions evaluated AI in recent years, the buzz around job automation shifted from hopeful to urgent. When the original post ran in 2022, AI was still emerging. Now, in 2025, advanced AI tools are part of everyday workflows—even in slower‑adopting sectors like ours. It’s time to revisit which roles are changing…and what you […]
Where Are Credit Unions on the AI Adoption Curve?
We’re all hearing about AI. Boardrooms are buzzing. Vendors are name-dropping ChatGPT. And some CEOs are wondering if they need a Chief AI Officer, while others are still trying to remember their DocuSign password. So, let’s cut through the buzz and map it out. Where are credit unions on the AI adoption bell curve? Innovators: […]
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 […]
Reactive vs Proactive Credit Offers with Modelshop
Lending technology has come a long way in the last ten years. We’ve seen tools that automate underwriting, simplify applications, and use alternative data to refine credit scoring. It’s all impressive stuff. But all these tools are doing is reacting. A member applies, the system pulls data, and a decision is made. That’s the model. […]
Thoughts on Vertice AI’s Partnership with Vizo Financial
Credit unions are known for their commitment to members. Yet, they’re not known for cutting edge tech or deep, digital engagement. Especially when it comes to using data to fuel those relationships. Standard data reports are useful, that’s hardly enough these days. Credit unions need clear, actionable strategies to help them connect with members and […]
Credit Union AI Readiness Assessment
This assessment may help you understand how prepared your credit union is to adopt AI technologies. Is it perfect? Well… Is it comprehensive? Nooo. Is it a darn good start? You bet! Please select the option that best describes your current situation for each question. You may see where you’re doing well and where there […]
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, […]