We are quickly approaching the end of what has been a tumultuous year for financial markets. Both economic and monetary policy uncertainty remain high, and the Fed just moved forward with a fourth consecutive 75-basis-point rate hike its Nov. 2 FOMC meeting. This marks 375 basis points of rate hikes in fewer than four months,
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
Leveraging cutting-edge technology, like AI automation and intelligent document processing, can streamline portfolio protection, minimize disruptions, and ensure accuracy.
A data-rich segmentation strategy and member personas have transformed everything from product design to branch operations at the Washington cooperative.
A two-pronged testing process at TruStone Financial ensures a seamless member experience as the credit union rolls out new digital tools.
Canopy Credit Union’s push to certify staff as financial coaches is part of a broader strategy to build community resilience, strengthen internal culture, and deepen member relationships.
How credit unions can detect and resolve digital friction to retain members.
Questions and recommendations to help credit unions improve the management and evaluation of their credit card portfolio.
Callahan & Associates spotlights credit unions that return more value to members.
How exiting non-core business lines has helped UFCU sharpen its edge in consumer banking and build a future-ready organization.