Buying a Pre-existing Business
Citadel Federal Credit Union in Thorndale, PA, recently took a novel approach to starting our credit union service organization (CUSO), Citadel Financial Services – buying a pre-existing business.
Citadel Federal Credit Union in Thorndale, PA, recently took a novel approach to starting our credit union service organization (CUSO), Citadel Financial Services – buying a pre-existing business.
First Financial Credit Union adopted a strategy of developing a Success Model consisting of three components: Employee Loyalty, Member Loyalty, and Financial Soundness. How can a credit union use this strategy by implementing a Branch profitability study and a balanced scorecard for employee evaluation?
Now is the time to get ready for mortgage disclosure changes coming Aug. 1.
Credit unions can use number crunching to identify mortgage and HELOC candidates.
Appraisal risk application supports proactive management of appraisal quality and improves customer relationship tools.
Strong partnerships can push credit union lending business around the base paths.
Low down payments and social media can help mortgage lenders speak language Gen Y buyers understand.
Credit unions owe their outstanding annual performance not just to economic fortune but also their desire for shared benefit.
By developing an effective strategy, in less than two years this credit union boosted its member loyalty score by over 10 percent!
Affinity Plus Credit Union’s Brian Volkman discusses how the cooperative provides options for members in difficult financial situations.
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.

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

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.

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.