This paperless technology can change the way advisors do business and the way credit unions and banks look at their investment programs.
The ANATOMY series is a quarterly, multi-feature profile that explores the strategies and analyzes the performance of an exemplary credit union.
Cross-selling is a key component in creating true value in your auto lending strategy and increasing member loyalty.
Generations Community explains a three-pronged plan to catch members early and help them invest for life.
Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
Merger accounting rules that went into effect this year pose new challenges for credit unions considering a merger. Mike Sacher and John Murnane walk you through an example in this 13 minute CUtv Short.
This article is part 2 of the series addressing the most common questions regarding the Acquisition method and provides appropriate perspective to the senior management team who might not be well grounded in accounting for business combinations under SFAS 141-R.
Women may earn less than men, but they wield greater power as the family’s key financial decision maker.
Financial literacy classes along with specially tailored products can attract the next generation of members who are critical to any credit union’s long-term survival.
Members who more readily accept new self-service options are a market segment worth cultivating.
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.