Walk Before You Run: A Practical Guide For Improving Your Loan Document Management Process
Modernizing loan document systems is a smart idea, but doing so requires a long-term perspective and a strategic approach.
Modernizing loan document systems is a smart idea, but doing so requires a long-term perspective and a strategic approach.
Insights to keep top of mind for serving small- and medium-sized businesses.
Education not only fosters trust between the credit union and its members but also underpins the financial stability and success of its members.
Interest rates and inflation meet member budgetary challenges, but this Ohio credit union has a plan for that.
A new survey from Callahan & Associates sheds light on who’s offering discounts and which employees get them.
Forget the Beige Book — these credit union executives offer insights on what it will take to see green.
Loans sourced from third parties helped credit unions make up for plummeting originations and foot traffic during the COVID-19 pandemic, but the strategy has presented increased risk.
The credit union jettisoned an outsourcing arrangement and hired more than 20 call center employees to unify retail and direct banking under a single member experience.
This “recovering CFO” is embracing her new role of chief strategy and growth officer to help Blue FCU build on its blueprint for 2030.
Callahan is helping leaders make the most of their time with stories meant to inspire creative, different thinking.

Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.

Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.

Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.

Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.

The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.

The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.

McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.

The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.

The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.

Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.