Patelco Credit Union
It’s Time To Join The Robot Revolution
AI, chat bots, autonomous programs, and more are improving member service and back-office efficiency.
For Patelco, Growth Is The Icing On The Cupcake
A new shared location with a popular cupcake shop has reversed the credit union’s fortunes in San Ramon, CA, where one branch is now serving members better than two were previously.
Organizational Structures And Today’s Credit Union: A View From The Top
Org charts reflect key responsibilities, but what do variations in top-level structures say about business strategies, compliance goals, CEO priorities, and more?
Robots To The Rescue
Patelco is revving up robotic processes to improve its mortgage document flow without replacing people.
A Strategy To Help Credit Scores Soar
Patelco Credit Union’s small-dollar loan doubles down on financial wellness principles by helping members with low or no credit improve their financial station.
Financial Wellbeing Joins The Front Line At Patelco
The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.