Credit Union Strategy & Performance Interview: Cutting Costs, Holding onto Members
Financial Partners is making sacrifices, lowering rates, and raising some fees, but its service holds onto members.
Financial Partners is making sacrifices, lowering rates, and raising some fees, but its service holds onto members.
While these programs have received a lot of attention in the media, BECU offered new insight into its marketing strategy and its next steps.
By matching goals to components of the retirement cycle, Mission hopes to meet the needs of members as they reach their Golden Years.
Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.
While many credit unions are finding success in share certificate growth, others are pursuing innovative strategies to achieve results in regular share, money market and share draft accounts.
Learn about Jim Blaine’s focus on members’ financial needs.
Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit union difference – allowing members to set their own rates and create their own accounts.
Backed by record-setting financials but with low member growth, Pete Sainato, CEO of Justice FCU, is instigating a program of significantly boosting return and value to members.
How Oxford FCU is having success with its’ two-pronged strategy that is attracting younger members and driving up debit card usage.
The fastest growing segment of our country’s population represents an oportunidad importante for credit unions.

As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.

How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.

As Hudson Valley Credit Union’s artificial intelligence chief, Preetha Sekharan holds a rare role in the industry, but it’s one that is likely to become far more common in the future.

Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.

What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.

Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.

CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.

By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.

Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.